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Movado: A Cheap Small Cap Value Stock

By GeoffGannon on Thu, 2010-01-14 11:21
(via www.gurufocus.com)

Article discussing near net/net Movado (MOV). Company makes watches ranging in price from $40 to $30,000.

Special Situations Real Money Portfolio May 2009 Update

By George on Mon, 2009-06-08 12:39
(via www.fatpitchfinancials.com)

The year-to-date return for the Special Situations Real Money Portfolio is 18.25% and the annualized growth rate since inception in 2004 has now climbed to 26.43%! This month I review my positions in Wilshire Enterprises (WOC), Neuberger Berman closed-end funds, Heelys (HLYS), XTENT (XTNT), and Xedar Corp. (XDRC).

Record Performance for the Special Situations Real Money Portfolio

By George on Fri, 2009-05-01 14:51
(via www.fatpitchfinancials.com)

This real money portfolio experiment focusing on special situations and workouts is now reporting a 26.37% compound annual growth rate since inception in 2004. Read about its latest moves during the month of April 2009.

Market Intelligence Report - Week of April 6, 2009

By The Channel Checkers on Thu, 2009-04-09 22:01

In this week's Market Intelligence Report, we highlight a number of companies where we have collected proprietary channel check data that differs from the general street perspective.

Special Situations Real Money Portfolio March 2009 Update

By George on Thu, 2009-04-02 11:54
(via www.fatpitchfinancials.com)

 The Special Situations Real Money Portfolio was up 4.5% last month and is now generating a 22.11% annualized rate of return since inception. The discussion include the Rohm & Haas buyout and a net-net play in Movado Group.

Value Investing Like Ben Graham

By Dividend Growth... on Mon, 2008-10-20 09:02
(via www.milliondollarjourney.com)

Benjamin Graham is the father of value investing. Why do we call him that?