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Mark Perkins's blog

International Monster: Turkcell Iletisim Hizmetleri AS (TKC)

Submitted by Mark Perkins on Fri, 2008-02-01 21:42.

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.

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Quality Systems (QSII)

Submitted by Mark Perkins on Tue, 2007-12-18 00:54.
  • QSII

Quality Systems sports a 3% dividend yield and is an $829 million dollar

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  • 5 points

A Benjamin Graham Style NCAV: Envoy Capital Group (ECGI)

Submitted by Mark Perkins on Tue, 2007-11-20 09:30.
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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.

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