Mark Perkins's story links
Walmart vs Target
Analysis comparing these two retailers based on earnings and inventory turnover.
Micro-cap Value Stock Educational Development Corp. (EDUC)
A look at a dividend paying small-cap with consistent free cash flow that almost sells for net working capital and may be recession proof.
Volatility Brings Great Merger Arb Trades & Dirt Cheap Golf Stocks ADGF, GOLF Poised For Buyout?
A good list of companies to trade at discounts to buyout prices. With Ashworth getting bought by Adidas Adams Golf and Golfsmith could be the next targets.
Many NCAV's Stein Mart SMRT, Superior Uniform SGC, SPAR, USU
A look at a variety of stocks hammered by the market crash to less than their quick liquidation value. Clothing store Stein Mart (SMRT), Superior Uniform Group Inc. (SGC), uranium supplier USEC Inc. (USU) and auto parts maker Spartan Motors Inc. (SPAR).
Taking a Bath? Maybe We Need Some SOAP
A small cap company that trades for less than its net cash and has good fundamentals.
Enough Profitable Cigar Butts to Satisfy a Connoisseur: G. Willi Food-International Ltd. (WILC)
A Benjamin Graham net current asset stock, G. Willi Food that is profitable and sells for a big discount to its liquid assets.
The Land of NCAVs: Endwave ENWV & Peak International PEAK
Endwave ENWV looks to have established a bottom and sells for around its net current assets.
Cheap Stocks and Cisco Looks To Iceland
A couple Ben Graham net-nets. SED International Holdings and Spherix. Spherix has a pile of cash.
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Small Cap Stock Ideas
Some small-cap stock ideas. Some are contrarian. Boss Holdings is a Benjamin Graham Net Current Asset Stock.
What To Do If The U.S. Economy & Stock Market Get Worse
Ideas about investing in index funds and stocks in coming years. A couple international stock ideas in Turkcell and Reckitt Benckiser.
The Stock You Need to Watch Before a Housing Turnaround
This shareholder friendly company is exposed to housing but has durability and a consistent dividend. It is a good contrarian investment before the housing industry picks up again.
I Am Ashamed of Wall Street
Greg Donaldson writes his feelings about the sub-prime disaster.
Enjoy the Bubbles While They Last
A look at investors unrealistic expectations and realistic earnings in a lot of stocks.
The Market's 10 Best Stocks Revisited
The top stocks from 1997 to 2006 were small caps.
Why Bears Focus on GAAP Earnings, & Why I Don't
Operating earnings vs. GAAP and some talk about expensing stock options

