Monthly Archives: January 2011

Comtech (CMTL): I need to write faster…

Comtech Telecommunications offers a substantially more compelling value than a simple glance at its P/E or earnings outlook would suggest. The future outlook is a bit gloomy due to the looming expiration of its current government contracts and the stock … Continue reading

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A bit of cynicism

It looks like FBR has put out a report claiming that DCIX is an “outperform” and setting a price target of $20/share – a hefty 60%+ up from its current price. I don’t know what their timeline is with that … Continue reading

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Cagle’s (CGL.A): A tempting value trap

Cagle’s (CGL.A) is a small poultry provider with a lot of appealing valuation numbers and positive trends. Credit issues remove it from consideration as a value investment, but after one or two more quarters it could re-emerge as an appealing … Continue reading

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Diana Containerships (DCIX): A spin-off with the right kind of problems

On January 18, Diana Shipping (DSX) is spinning off most of its 55% stake in the company’s privately held subsidiary Diana Containerships (DCIX) to shareholders of record from January 3. DCIX will be listed on Nasdaq and begin trading at … Continue reading

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Boise, Inc (BZ) Analysis

Boise, Inc (BZ) is a manufacturer of paper and packaging products. The stock was tremendously beaten down in 2008/2009, dropping all the way to $.25 per share, and despite its subsequent recovery the company still appears to be an attractive … Continue reading

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Moneyball: A value investing parable

I don’t like baseball. My baseball career lasted for exactly one season as an outfielder in the fourth grade, wherein I suffered more blows to the head than I really care to remember (or actually can, come to think of … Continue reading

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December 2010 Progress Report

Prices used for the first day are the closing prices from the last day of the previous month. ARO Initial Price: $24.70 Dec. 1 Price: $27.03 Dec. 31 Price: $24.64 Monthly Change: -8.84% Total Change: -.24% HQS Initial Price: $3.54 … Continue reading

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