[View the story “Week beginning December 6, 2015” on Storify]
Why there’s a lot to like about Cummins Inc $CMI
Cummins Inc. (NYSE:CMI) is a global diesel engine manufacturer. The Company designs, manufactures, distributes and services diesel and natural gas engines and engine-related component products, including filtration, after treatment, turbochargers, fuel systems, controls systems, air handling systems and electric power generation systems. It has four operating segments: Engine, Distribution, Components … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week beginning November 30, 2015” on Storify]
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week beginning November 23, 2015” on Storify]
Opinion: Are You a Value Investor?
Submitted by Valueaki. I am an investment banking associate by trade. I deal with A LOT of private equity firms. They all define themselves as great fundamental value investors that like to back great management teams, etc … As such, it is getting harder to identify true value investors (as … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week beginning November 16, 2015” on Storify]
All Investable Screener Bonanza! ($APOL), ($MGI), ($PERI), ($CTCM), ($LND)
Welcome to the second lightening round of the 5-Stock Bonanza! Today we will take a concise, but yet comprehensive look into the top five positions in Tobias Carlisle’s All Investable Screener. First, Apollo Education Group, Inc. (APOL) is the top contender with an Acquirer’s Multiple rating of -0.07. At first … Read More
11 Reasons to like Fluor Corporation $FLR
Fluor Corporation (NYSE:FLR) is a professional services company. The Company provides engineering, procurement, construction, fabrication and modularization, commissioning and maintenance, as well as project management services. It operates in five segments: Oil & Gas, Industrial & Infrastructure, Government, Global Services and Power. Through its Oil & Gas segment, Fluor serves … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week beginning November 9, 2015 ” on Storify]
Icahn speaking at the Dealbook Conference on activism
Crazy like a fox:
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning November 2, 2015” on Storify]
Understanding Alliance Resource Partners ($ARLP): A deeply undervalued and overlooked company
Further to our piece on ARLP earlier this week, Marketwatch has a nice piece canvassing coal’s “very bad year.” “There’s market capitulation and then there’s market carpet-bomb capitulation in coal,” said Byron King, editor of Agora Financial’s Outstanding Investments newsletter. “Coal is so far down the pits that it is hard … Read More
G. Willi-Food International: When You Can Buy A Decent Business For Free
G. Willi-Food is a leading importer of food in Israel. It supplies a wide variety of food products from leading international brands. Willi-Food’s products are nationally distributed and delivered to thousand of customers throughout Israel. It distributes well-known brands like Del Monte or Gelato for example. The company also exports … Read More
Alliance Resource Partners, L.P. A Diamond In The Rough $ARLP
Alliance Resource Partners is a producer and marketer of coal in the United States. The firm operates twelve underground mining complexes in Illinois, Indiana, Kentucky, Maryland and West Virginia. The mining operations are near major power plants. This favorable geographic location helps to minimize costs for customers. It is an … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 26, 2015” on Storify]
Negative Enterprise Value: A Primer
Companies with a negative enterprise value are elusive beasts, highly sought after by deep value investors, but little understood outside that world. Alon Bochman, CFA is an aficionado of the negative enterprise value. He wrote the following piece for the CFA website in 2013 that neatly explains what they are, and why they’re … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks
[View the story “Week Beginning October 19th, 2015: Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks” on Storify]
Payment Data Systems, Inc. An Unusual, Undervalued Small Cap $PYDS
Payment Data Systems, Inc. (NASDAQ:PYDS) is an unusual, undervalued small cap company. It is not as undervalued as it appears at first glance, and its unusual business makes it difficult to assess, but there is value here. At $2.90, the company has a market capitalization of $35 million. Its $65 … Read More
Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks For the Week Beginning October 12th, 2015
[View the story “Returns to The Acquirer’s Multiple® Screeners and The Best Value Stocks For the Week Beginning October 12th, 2015” on Storify]