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6

One of the Cheapest Sectors of the Market

December 01, 2016 – Comments (4)

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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4

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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4

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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7

A New Stock from a Man with an Amazing Track Record

November 28, 2016 – Comments (0) | RELATED TICKERS: PRGX

I was perusing the weekly 13D column in this week's Barron's and came across a familiar name, Matt Drapkin.  As a follower of activist investors, I was a huge fan of Mr. Drapkin's when he was at his previous firm Becker Drapkin?  Why?  Drapkin gets stuff done.  Check out this statistic:  [more]

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4

The Sum of Its Parts Are Worth Nearly Double the Whole

November 28, 2016 – Comments (0) | RELATED TICKERS: TRCO

It's time for my weekly perusing of Barron's for interesting investment ideas.  This particular article from this week's magazine caught my eye with this part of the byline "Its asset value could be twice its current share price."  Music to my ears, or eyes since I'm reading it and not listening to it.  [more]

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