Why there’s a lot to like about Cummins Inc $CMI

Johnny HopkinsStocksLeave a Comment

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

Opinion: Are You a Value Investor?

Tobias CarlisleStudyLeave a Comment

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

11 Reasons to like Fluor Corporation $FLR

Johnny HopkinsStocksLeave a Comment

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

Understanding Alliance Resource Partners ($ARLP): A deeply undervalued and overlooked company

Tobias CarlisleStocks2 Comments

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

Alliance Resource Partners, L.P. A Diamond In The Rough $ARLP

David DesjardinsStocks1 Comment

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

Negative Enterprise Value: A Primer

Tobias CarlisleStudy12 Comments

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

Small And Micro Cap Screener Bonanza: $ENZN, $SINO, and $WILC

Brodie HinkleStocks2 Comments

Brodie Hinkle, a senior at the University of Oklahoma, is a contributor to the Acquirer’s Multiple. Brodie is a double major of finance and energy management. He will be periodically writing opinionated articles about individual companies that show up on the stock screeners. If you’d like to contribute an article, please … Read More