In the month since my last portoflio update, my portfolio is up 8%, most of this coming from Overstock's > 40% gain and K-Swiss' 11% gain. This article looks at each stock and if I should buy more.

I went over how I found each of the companies I currently own to show how easy it is to find potnetial companies to own.

Wall St. doesn't think K-Swiss will turn-around any time soon, but half of its market cap is in cash and its disciplined management know how to turn it around while keeping satisfactory returns on capital and margins.

I reviewed my portolio and went over why I own my current positions and why I sold positions recently.

Posted about two and a half weeks ago, but the thesis remains true. The three companies, K-Swiss, Sears Holding and Overstock.com are all illogiclly being pushed down well below liquidation value for Sears, below 1/3 of sales for Overstock and almost to 5x fcf for K-Swiss.

I review my portoflio and briefly look over some new ideas

I currently have 4 'long-term' holds, one special situations and 30% cash. I discuss my holdings and five potential stocks I could buy soon.

Max Olson writes an article about Capital Allocation in his Gannon On Investing column. The article uses K-Swiss (KSWS) as an illustrative example. Max is one of two new guest columnists at Gannon On Investing.