Monthly Archives: March 2011

Imation (IMN) Analysis

Current Price: $10.83 Imation is a distressed manufacturer of storage media that sells at a sufficiently depressed value to provide investors with an option-like payoff. The core business is low-margin and slowly contracting, which has contributed to the company‚Äôs financial … Continue reading

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OM Group (OMG) Analysis

OM Group appeared on my radar as a potential value investment when I was looking for large companies selling below book value. OM Group currently sells at an appealing discount (P/B is .8) and has plenty of cash: $400M against … Continue reading

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