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Dredging the Bottom for Stocks

December 08, 2016 – Comments (0) | RELATED TICKERS: GLDD

Great Lakes Dredge and Dock (get the title reference :) ) has been a complete dog of a stock since it went public through a Special Purpose Acquisition Company years ago, BUT I'm starting to take a look at it again for three key reasons:  [more]

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The Catalyst Seeker

December 05, 2016 – Comments (0) | RELATED TICKERS: DOW , DD

The title of the following article in this week's Barron's, "The Catalyst Seekers," immediately caught my eye.  As an investor, I always look for cheap stocks that have some sort of potential catalyst that could make them less cheap at some point in the foreseeable future.  Said stocks are even better if they pay you a dividend to wait for the catalyst to occur.  [more]

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One of the Cheapest Sectors of the Market

December 01, 2016 – Comments (8)

When searching for value in the stock market I always like to look for individual companies or even companies in sectors that I believe have been unfairly punished by the whimsical Mr. Market.  One sector that I have been looking at lately is REITs.  A fear of rising interest rates has clobbered the REIT sector lately, increasing the yields and making the valuations for a number of REITs attractive.  [more]

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The Hunt for High ROIC...in an Arcade

November 29, 2016 – Comments (0)

I just came across an interesting article about how arcade machines are being used for illegal gambling purposes that reminded me of a story about how myself and my two sons figured out a way to dominate redemption arcades for a short glorious period of time. I was reminded of my personal story because the cabinets that are referenced in the gambling article are almost exactly the same as a fairly popular U.S. arcade ticket redemption game called "Harpoon Lagoon."  [more]

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Undervalued Stocks With Catalysts That Pay You To Wait

November 29, 2016 – Comments (0) | RELATED TICKERS: FCH , TCO , NRF

This particular article by TheStreet.com caught my eye this morning because I am a big follower of the activist investor Johnathan Litt of Land and Buildings.  I personally own real money positions in all three stocks that are mentioned in the article, FelCor Lodging Trust (FCH), NorthStar Asset Management (NSAM) / NorthStar Realty (NRF) and Taubman Centers (TCO).    [more]

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