Stock Analysis

Links to stories that analyze a company's stock.

Enterprise Bank, a case study in the potential pitfalls of bank investing

(via www.oddballstocks.com)

A general misconception I've sensed is that value investors who aren't buying Buffett-type companies are usually lumped into a distressed turnaround category.  Our investments are the proverbial one foot  in a hole and one foot on a banana peel.  A mistake or two away from a complete...

Grafenia and the mother of all risks

(via www.iii.co.uk)

If printer Grafenia’s new software and franchise services bear fruit, the unloved shares are extraordinarily cheap. But if faces the mother of all risks...
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Cohort’s canny acquisition

(via www.iii.co.uk)

Cohort’s partial acquisition of Marlborough Communications last week complicates the accounting, but probably makes the company a more attractive investment.
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Share Sleuth Digest: Harnessing the investing power of social media

(via www.iii.co.uk)

This week: distracted by hype, grappling with Twitter, and Immunodiagnostics’ business model demystified. Plus: scientists detect bubble warning system in traders’ brains.
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Unloved MSI is contrarian pick

(via www.iii.co.uk)

As defence spending has contracted, so has naval gun manufacturer MS International. But the company’s good at making guns, and it makes other things as well. Investors may not have noticed.
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Selling cheap to buy cheaper

(via www.oddballstocks.com)

I apologize for the lack of recent posts, in many ways it' a bit unusual.  I started this blog in 2010 and became serious about blogging during 2011.  Since then I set a goal of posting twice a week.  If you look at my post history you can see a giant gap over the last few weeks....

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Dividend Growth Stocks: Kellogg Company (K) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Kellogg Company is a producer of ready-to-eat cereal also sells snack and convenience foods such as cookies, crackers, potato chips, cereal bars, fruit snacks and frozen waffles. Linked here is a detailed analysis and commentary...

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Share Sleuth Digest: Hedging your bets

(via www.iii.co.uk)

This week: Doubts about hedging at Dart, Castings holding pushes limits, and who’s the greatest? The Worlds greatest investors compared.
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Castings: Better than cyclical

(via www.iii.co.uk)

Buying cyclical stocks when they are doing well can be hazardous. But this year’s results, like every year’s, show Castings has qualities other cyclicals don’t.
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Dividend Growth Stocks: Cardinal Health, Inc. (CAH) Dividend Stock Analysis

(via www.dividend-growth-stocks.com)

Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers. Linked here is a detailed analysis and commentary...

High flying Dart descends into value territory

(via www.iii.co.uk)

Dart’s full year results ought to have been cause for celebration. In fact they precipitated capitulation. Traders may have overreacted to a dent in its growth story.
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Why Kellogg Is Not A Real Value Stock

(via www.magicdiligence.com)

Despite its appearance in the Magic Formula screens, Kellogg (K), like Kraft (KRFT), is not really a value stock! Here's why...

Share Sleuth Digest: Going on the defensive

(via www.iii.co.uk)

This week: How to check a company’s not going bust, operating lease shenanigans, advice from bloggers for novice investors, and notes on Xaar, Devro and Trifast.
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A quiet revolution at IDS

(via www.iii.co.uk)

The results from Immunodiagnostic Systems may look unremarkable, but behind the headline figures a revolution is underway.
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Investors find safety in Latchways

(via www.iii.co.uk)

The share price of fall-protection system manufacturer Latchways is defying gravity almost as effectively as the products the company makes. It’s frustrating for a would-be purchaser.
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