Discussing Deep Value and the Acquirer’s Multiple at Harvard

Tobias CarlisleStudy1 Comment

A little over a month ago I travelled to Harvard to speak to Michael Parzen’s business statistics class on Deep Value and the acquirer’s multiple. Here is the recording of that talk. Click here if you’d like to see a current list of stocks with the best rank using The Acquirer’s Multiple® (it’s free!), … Read More

Norsat International Inc (USA)(NYSEMKT:NSAT) catches an activist

Tobias CarlisleStocksLeave a Comment

Norsat International Inc (USA) (NYSEMKT:NSAT) is a Canada-based satellite communications company and, with an acquirer’s multiple of 7.36, a member of the Small and Micro Cap Screener. Norsat’s business units include microwave products; satellite terminals, including portable satellite systems; Sinclair Division, through which Norsat provides industry leading antenna and RF conditioning products, … Read More

Into INTT: inTEST Corporation (NYSEMKT:INTT)

Tobias CarlisleStocksLeave a Comment

One of my favorite stocks in the Small and Micro Cap Screener is InTEST Corporation (NYSEMKT:INTT). It’s a ~$50 million market cap with a $27 million enterprise value generating 19 percent yield in operating earnings and cash flow. Nick Bodnar, a new contributor to the site, likes the stock too. Here’s why: … Read More

Argan, Inc. (NYSE:AGX) can’t get no respect

Tobias CarlisleStocks2 Comments

I’ve been pitching Argan, Inc. (NYSE:AGX) every chance I’ve had over the last 6 months. I pitched it on Bloomberg radio in October last year, and then again in December when Carol Massar reminded me it was down 15 percent. It’s back to where it was in October. It’s one of … Read More

Nevsun Resources Ltd. (NYSEMKT:NSU) is a dirt-cheap dirt miner

Tobias CarlisleStocks4 Comments

Nevsun Resources Limited (NSU), an African gold, copper, zinc, and silver miner, trades on a sub-2 acquirer’s multiple and is the cheapest stock the All Investable Screen.  It’s got an $820 million market cap with a $530 million enterprise value and trailing twelve-month operating earnings of $269 million (AM = … Read More