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July 2014

Recs

10

Tax Avoidance is the Name of the Game...It's Raining REITs and MLPs

July 29, 2014 – Comments (5) | RELATED TICKERS: WIN , IP , KS

The name of the game in today's market is lowering taxes.  Earnings growth really isn't there for many companies in today's recovering yet still sluggish economy.  They only way for many of them to achieve sufficient growth to keep their stock prices rising is to either buy back stock to lower their number of outstanding shares and make their earnings look larger or to avoid taxes.  Tax avoidance actually is a double bonus for stocks, not only does it make companies' earnings higher but it usually increases the multiple that investors are willing to pay for those earnings.  [more]

Recs

8

CBI: Scam or Super Bargain?

July 25, 2014 – Comments (6) | RELATED TICKERS: CBI

  [more]

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9

Noooooooooooooooo! How can they do this to us?

July 24, 2014 – Comments (1) | RELATED TICKERS: COW , MOO

Mmmmmmm butter.  Butter makes everything better.  We just received this piece of breaking news...  [more]

Recs

6

Special Situations Linkfest: Demutualizations, Spinoffs and other cool stuff

July 23, 2014 – Comments (2) | RELATED TICKERS: EBSB , SUNE , ABGB

Here's a few odds and ends from the world of special situation investing that I've found interesting lately:  [more]

Recs

6

Scummy Vultures Can't Even Stop the POWR Surge

July 23, 2014 – Comments (2) | RELATED TICKERS: POWR

  [more]

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6

A Spinoff That Will Pay Off

July 14, 2014 – Comments (2) | RELATED TICKERS: RYAM

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Recs

14

There's Hidden Treasure Everywhere!

July 11, 2014 – Comments (8) | RELATED TICKERS: NCT , ENR , CORR

It's funny that everyone keeps talking about a market top and how we're due for a crash any day now.  Are we at a level in the stock market like the one that we were at after the financial Armageddon a couple of years ago when you could throw darts at a list of stocks and come out a big winner?  No.  Nor are we at a point in time like when was able to Warren Buffett leaf through stock reports and scoop up decent companies trading at one times earnings. I think that the fantastic quote that CAPS leader bbmaven put at the top of the page sums up my thoughts on the current market best: "[At some point], Hussman and Grantham will be vindicated, but they won't make enough to compensate for the opportunities lost while cowering on the sidelines." T Armistead"   [more]

Recs

8

Cheap Insurance

July 07, 2014 – Comments (1) | RELATED TICKERS: BCRH , MRH , VOYA

While the industry certainly faces some challenges, valuations in the insurance sector have dropped to an extremely attractive level.  I came across two relatively obscure companies in the sector that look interesting this weekend.  [more]

Recs

13

Ride the Canadian Heavy Oil Train to Big Profits

July 03, 2014 – Comments (3) | RELATED TICKERS: CXUSF

  [more]

Recs

9

Two new interesting ideas

July 02, 2014 – Comments (0) | RELATED TICKERS: BBX , WPG

I came across two interesting articles on Seeking Alpha today. The first was about an idea that I have seen in the past, on BBX Capital:   [more]

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