Mark Perkins's blog
International Monster: Turkcell Iletisim Hizmetleri AS (TKC)
Monster stock Turkcell is a provider of communication services. I say monster because of their market cap which is 21 billion. They sell wireless phone subscription and internet internet access. They have the right combination of a few things I pay close attention to in a large company. First, they generate a lot of free cash flow. Management is growing shareholder equity.
Quality Systems (QSII)
Quality Systems sports a 3% dividend yield and is an $829 million dollar
A Benjamin Graham Style NCAV: Envoy Capital Group (ECGI)
Formerly known as Envoy Communications Group, Canadian based Envoy Capital Group (ECGI) is a merchant banking company that provides financial services, equity and debt capital to small companies. They give loans and equity investments from $500,000 to $3,000,000 to small and mid-sized companies. Last year they dumped UK subsidiary, ECG Holdings (UK) Limited and launched Envoy Capital Group.

