Use access key #2 to skip to page content.



Is this the catalyst that will drive PICO higher

October 20, 2016 – Comments (0) | RELATED TICKERS: PICO

Barron's wrote a bullish article on PICO Holdings (PICO) holdings last month.  At the time I penned (do you still call it penned when there's actually no pen or paper involved) a skeptical rebuttal to the piece here:  [more]



A 3.3% Yield, 50% Upside and a Catalyst

October 19, 2016 – Comments (2) | RELATED TICKERS: TCO

Activist investors are often a value investor's best friend.  Activists scour the markets for securities that they believe are undervalued AND that have some sort of lever that they believe they can pull to help the stock approach what they see as its fair value.  [more]



FMC: Stock Is Set to Blossom

October 17, 2016 – Comments (0) | RELATED TICKERS: FMC

I'm not wild about stocks that are heavily dependent upon the price of a commodity or commodities to do well, but as a general rule of thumb if I am going to drip my toe into the commodity-related waters I try to do so with companies that have only indirect exposure, decent balance sheets and are at the bottom of a commodity cycle, not the top.  [more]



A Global, Value, Special Situation

October 14, 2016 – Comments (0) | RELATED TICKERS: EONGY

I have always been a value investor at heart.  My ultimate goal in investing is to buy a stake in a company that is currently worth less than it should be.  Given my background working on The Motley Fool message boards for its Global Gains and Special Ops services I tend to look for value in strange places from time to time.    [more]



Mentor Graphics Cheep With a Catalyst

October 11, 2016 – Comments (3) | RELATED TICKERS: MENT

I always find activist investors' positions to be fertile hunting grounds for potential investment ideas. Not only do activists generally tend to invest in cheaper stocks, but they also often agitate change that helps close companies valuation gap relative to their peers.  [more]

Featured Broker Partners