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KSW

KSW in the Bargain Bin

By Widemoat on Sat, 2009-03-14 19:56
(via widemoatinvesting.wordpress.com)

KSW’s current market price values the company’s cash at 70 cents on the dollar and its future earnings power at zero. And they just reported record earnings!

A Couple of Bargains : Circle of Competence

By Circle of Compe... on Wed, 2008-08-06 15:45
(via www.circleofcompetenceblog.com)

Taking a look at some bargains I see floating around right now, from mechanical contractors to media.

Sometimes a company just screams buy me

By nfi on Fri, 2008-05-23 13:31
(via www.noisefreeinvesting.com)

The company has a strong backlog of projects and since they don’t work on projects under $3 million, they have no exposure to residential. They also have close to zero capital expenses. The firms’ return on capital - as defined by Greenblatt - of EBIT/(net working capital + fixed assets) is $6.75/$17 = 40%. (EV/EBIT is ~2.2).