josb

2009 Forbes Best Small Companies Part 2

(via www.oldschoolvalue.com)

intrinsic value price targets of forbes 2009 best small companies. Part 2.

Ben Graham Portfolio Stocks

(via www.bengrahamportfolio.com)

July 2009 screening to identify to Ben Graham value investing themed stock picks

Forbes Best Small Companies Project: Part 3

(via www.oldschoolvalue.com)

Going through companies 33-70 has produced 10 candidates. Find out what they are.

American Express Analysis

(via contrarianedge.com)

Vitaliy Katsenelson shares his professional research on American Express. There is also a link to his presentation regarding Joseph A. Bank.

ContrarianEdge.com: The Joseph A. Banks Machine

(via contrarianedge.com)

Joseph A. Bank flawed marketing strategy, despite that, the author argues it is still a value stock.

Importance of Understanding the Difference Between Earnings, Oper. Cash Flow and EBITDA

(via disciplinedinvesting.blogspot.com)

This post reviews the importance of understanding the differences in reported income and/or cash flow measures. Using a dividend growth stock valuation methodology indirectly enables an investor to gain insight into a company's cash flow.

Being Contrarian With Jos. A. Bank

(via contrarianedge.com)

Investing in Jos. A. Banks requires the investor to be a contrarian. Wall Street hates the stock for sending share price from the mid 40s in April 2006 to the mid 20s. The stock is trading at a pitiful 12 times forward earnings. The stock has been slaughtered as Wall Street did not care for the earnings miss in the first quarter coupled with higher inventories.