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Are NCAV Screeners Really Worth It?

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  • How much time do you take to find a quality stock trading below Net Current Asset Value (NCAV)?
  • Do you use an NCAV screener to find the highest quality net net stocks?
  • We will then use various yardsticks and drill down into the fundamentals of these companies to find quality cheap NCAV stocks.

Alchemy

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  • There are some fields (e.g. physics) where objective facts carry the day.
  • But in fields involving human behaviour, perception is more important than reality.
  • In Alchemy: The Dark Art and Curious...

Atlantic Power / Williams Lake

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  • There is a staggering degree of government regulation with any projects of significance.
  • Atlantic Power operates a biomass power plant in the northwestern outskirts of Williams Lake, BC , generating up to 66 megawatts of power.
  • The BC Environmental Appeals board ruled on April 11, 2019 that Atlantic Power could burn an average of 35% rail ties as its biomass each year, up to 50% on a daily basis.

Latticework of Mental Models: The Rashomon Effect

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  • Why do different people have such dramatically different accounts of the same event?
  • Your personal experiences make up maybe 0.00000001% of what’s happened in the world but maybe 80% of how you think the world works.
  • These mental models help you perceive the reality in a manner which is closer to the truth.

Wall Street’s Endangered Species

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  • Many well-run and profitable public companies in the $50-250 million market capitalization range are now trading at a significant discount to the rest of the stock market.
  • The underperformance led to these sub-$250M market cap companies trading at a discount to private company valuations:
  • Donoghue, Murphy and Buckley identified the holders of many of these so-called “Darwin’s darlings” as “small cap investment funds focused on likely takeover targets:”

The Pity of Wirecard, Part Two: Bezzle Never Sleeps

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  • Singaporean prosecutors have stated they are investigating Hermes Tickets and Great India Technology for their possible role in Wirecard’s alleged accounting scheme.
  • Peters did not directly address a question about whether O’Sullivan is a Senjo Group owner, but stated, “James Henry O’Sullivan has provided Senjo Group with consultancy services on market and investment opportunities.
  • Ltd. in Singapore.

What Are The 20 Best And Worst Countries To Invest In According To The Human Freedom Index

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  • During her recent interview with Tobias, Perth Tolle who is the Founder of Life + Liberty Indexes discusses some of the best and worst countries to invest in according to the ‘human freedom index’.
  • Perth Tolle: Yeah, so some of the Nordic countries are very free.
  • Perth Tolle: Yeah, so one of the things I’ve heard from the people that compile this index, who are great.

Joel Greenblatt – Top 10 Holdings Q12019

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Wernher von Braun and The American Moonshot

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  • Less than 21,000 days had passed between the triumph of the Wright Brothers in North Carolina and this early success of the Soviet Union’s space program.
  • Jules Verne lived long enough to know about the first human flight but never knew that man would walk on the surface of the moon in the twentieth century.

Meatless Future or Vegan Delusions? The Beyond Meat Valuation

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  • The Meatless Meat Company!
  • The Drivers: Both Beyond Meat and Impossible Foods have been helped by a shift away from meat to meatless alternatives, and that trend has been driven by three factors:
  • While I have assumed that Beyond Meat will deliver about $3 billion in revenues in 2028, with an operating margin of 13.22%, your story for the company can lead you to very different estimates for one or both numbers:

Gran Colombia Gold’s confusing capital allocation strategy

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  • It raises the hidden question – why are they dumping money in SSP (CAD$5.7 million to date plus disposition of 30% Chicharron stake) if it was better spent on drilling in Segovia or Marmato?
  • May 30, 2019 – GCM will be buying 2/3rds of a $3 million non-brokered placement (another CAD$2 million of SSP) – this was “up-sized” two days later to a $4 million placement – not clear whether the 2/3rds applies to the $4 million or whether it will be a $2 million commitment.

Income Annuities vs. Dividend Stocks

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I was born in 1962 which puts me on the tail-end of the Baby Boomers (those born between 1946 and 1964). We have been described by some as "the pig in the python." Over the decades, the sheer size of our group has redefined many aspects of society. As we approach the tail of the python and look toward retirement, once again we have the government and others scrambling to figure out how to handle this aging and albeit disruptive force...

Why would you buy that (GME)? and other updates (GLIBA)

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  • Last year around this time I made a couple of interesting purchases; I bought shares of GCI Liberty (GLIBA) and Charter Communications (CHTR) on the same day.
  • I want to see if the new CEO can do anything, come up with a strategy that can eek some value (for shareholders!)
  • I like to buy on bad news, and, boy, could there be any more bad news for investors than last quarter’s results?

Winning the Lottery

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Administrative Note – Side Links

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  • I’ve refreshed the links on the right-hand side (for those of you using desktop computers or large screen tablets) to make sure the links are not stale.
  • If you operate a website that focuses on Canadian securities, feel free to spam the comments on this post.
  • Author Sacha Peter Posted on June 12, 2019 Categories Reports

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