Value Investing News

The following 8 small cap stocks are undervalued with strong balance sheets. Includes TST, AHC, BNCN, GAIA, KBALB, PLFE, SBX & KCLI

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Central Natural Resources (CTNR.OTC)

Price: $27 (2/7/2012)

Market Cap: $13,000,000

Often I will read an investment thesis that hinges on some sort of hidden asset.  A hidden asset is something a company might own that is either under monetized or maybe held on the books at an...

Lockheed Martin Corp. is the world's largest military weapons manufacturer, and is also a significant supplier to NASA and other non-defense government agencies. LMT receives about 93% of its revenues from global defense sales. Linked here is a detailed analysis and commentary.

With Apple selling at a cash-adjusted valuation nearly identical to its long-time rival Microsoft, the market thinks this growth story is about to hit a wall. But it is not, and here are 5 reasons why.

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One of my big losers last year was Reading (RDI). The stock was down ~20% from my initial purchase price and has lagged the market in the big January run up. Given the stock is one of the five biggest positions in my portfolio and currently represents ~10% of my portfolio (and represented 20-25%...

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Like any tech startup and the community at large, we’re heavily invested in the future. And, we’re excited about it. We were doubly so when we came across Codecademy. In case you haven’t heard of it, it’s a platform that teaches people with no programming experience how to code in a fun and interactive way.

Recently, I’ve focused quite a bit on “simple” net-nets- MPAD on Monday, and OPST on Weds. Today, I’m going for the tri-fecta by writing about one more- Solitron (SODI). SODI has been quite well covered on the “value” blog-o-sphere: I believe the first place it...

An updated two minute monologue. What’s changed: I’ve added more competition in the completion section.What it does: model soldiers Games Workshop designs, manufactures, wholesales and retails war gaming miniatures, scenarios, craft [...]

Monthly performance appraisal: Richard Beddard True to form I’m not reviewing performance, how much money the portfolio is making and whether the shares in it have gone up or down, [...]

Editor’s Note: This is a guest post by Daniel Sparks, a US Army veteran and an MBA student at Colorado State University. He has a passion for value investing and runs a value investing blog at ValueFolio. 

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While there is value in the current stock price of Vishay, there are other risks that an investor should be aware of

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I started writing a quick post when I saw Micron (MU) was halted about a potential value opp. The company just published a statement saying their CEO died in a plane crash. Very, very sad stuff- heart goes out to the family. However, for value investors with experience in the sector, the stock...

All about equity cash flow With origins in mail-order, N Brown, which is mostly a women’s fashion retailer, may be adjusting to 21st century retailing more easily than its peers. [...]

Given the pretty positive response to last week’s links of interests, I decided to try to turn it back into a regular weekly post. Hopefully you find something new and thought provoking- enjoy! I mentioned in last week’s links of interests that one of my favorite sites is Bronte...

Editors Note: This is a guest post by Greg Speicher (@greg_speicher), a value investor focused on beating the market.