Value Investing News

Central Natural Resources (CTNR.OTC)

Price: $27 (2/7/2012)

Market Cap: $13,000,000

Often I will read an investment thesis that hinges on some sort of hidden asset.  A hidden asset is something a company might own that is either under monetized or maybe held on the books at an...

I often write about net-net's on this blog and from time to time I get questions asking for certain clarifications to my net-net investment process.  I don't have a written guide so I thought this would be a good place to put down some rules I try to follow.

I guess in a way this could be...

3U Holdings AG (UUUX.Germany)

Price: €.72 (1/29/2012)

A reader left a comment under my post on the performance of international net-net stocks and mentioned 3U Holdings AG.  It's possible most readers missed the comment since it was in French but thanks to my French/English dictionary...

CIBL (CIBY.OTC)

Company website: http://www.ciblinc.com/index.htm

Price: $625

I want to thank Adam Sues from Value Uncovered for mentioning this stock to me.  If you don't know Adam he's an avid deep value investor who has an interest in the same types of stocks I like.  I...

About a year ago I created a list on Screener.co of all the stocks in ten different countries trading below NCAV that were debt free.  Over the past year I've profiled some of the companies and looked at numerous others.  I felt it would be fitting to go back and look at how all of the...

Rella Holding (RELLA.Denmark)

The following is a guest post by a long time reader who wishes to stay anonymous due to various restrictions.

Market Capitalization: 580mln DKK   Price: 24 DKK per sharePrice to net assets value: 0.36x  Target Price: 48 DKK per share...

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LICT (LICT.Pinks)

Price: $2055 (1/9/2012)

Is it worth buying a dollar for fifty cents if next year that dollar will only be worth ninety cents?  I keep thinking about this and a few other questions as I've been looking at LICT corporation.  I'm sure most readers have never heard of...

Bioqual (BIOQ.Pinks)

Price: $8.90 (1/1/2012)

Continuing the trend of identifying stocks that have limited or no market visibility but are attractive businesses at attractive prices I present Bioqual.  Bioqual is a medical research company, their researchers are located in three...

I'm combining two companies into this post because each company doesn't have enough to fill a post on their own yet they are interesting enough to discuss, these are true oddball stocks.  If people seem to like this format I'll probably continue it as I journey through my 2003 Walkers Manual...

Basler (BSLX.Germany)

Price: €11.27

I want to look at another hidden champion in this post.  I previously examined Corticeira Amorim in this post, and this post.  Hidden champions are companies that are usually market leaders in a niche industry or technology.  Hidden champions...

Keweenaw Land Association (KEWL.Pink Sheets)

Price: $76 (12/13/2011) - note this is an extremely illiquid stock, small trades can really move the stock price.

A bit back I did a post on investing in Timber and got some great emails from readers regarding other companies that are more pure...

Queen City Investments (QUCT.Pink Sheets)

Price: $992 (12/4/2011)

I've been engaged in an email conversation with a reader about some pink sheet stocks and one stock he mentioned was Queen City Investments.  The stock is like most pink sheet stocks in that they aren't required to file...

Renault (RNO.France)

Price: €26.35 (11/29/2011)

This is an unusual finding for me, a large cap trading at such a discount.  I'm not adverse to buying large caps, my portfolio has a few, but I tend to avoid writing about them because a lot of ink is already spilled following the largest...

Adams Golf (ADGF)

Price: $5.54 (11/25/22)

Note: This post appeared in some RSS feeds prematurely because I accidentally hit the wrong button while working on it.  This is the completed version, sorry for the confusion.

Adams Golf is a small golf manufacturer located in Texas, they make the...

Sycamore Networks (SCMR)

Price: 19.39 (11/20/11)

I want to apologize for the slowdown in posts, I've been working on finishing (remodeling) our basement which has sucked up pretty much all of my free time.  I'm just about done framing, so I only have a bit of electrical and drywall left,...