Tremendous piece from Travis on 'What Makes a Great Business'. This is a MUST read for any investor.
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December 2018 Book Reviews
December was a busy month for me and the books. I read three books during those 31 days -- all investing related -- and thought it would be a good time to jot down some thoughts I had on each book. I'm not sure if I should be impressed with reading three books in one … Continue reading December 2018 Book Reviews
APWC: A Small Cap Asian Telecom Manufacturer at a Tremendous Discount
It's been close to two months since I've written about a potential investment on this blog. That's not to say I haven't been in the markets each day, rather the opposite. As you know, some things just don't change about a person. I've been passionate about the markets since I was 13, well before I … Continue reading APWC: A Small Cap Asian Telecom Manufacturer at a Tremendous Discount
My Positions in My (Paper) Account
I want to start making monthly posts about the state of my portfolio, why I have positions the way I do, and what I am planning going forward. This will be more of a bulleted style list of things, whereas my companies analyses are droves of paragraphs. Without further hesitation, let's roll. Long Positions British … Continue reading My Positions in My (Paper) Account
L Brands – A Sexy Investment Opportunity
Everyone keeps warning about the demise of the retail industry. With all the commotion Amazon has stirred up, investor confidence in retail companies has fallen drastically. In many cases this is completely justified. Sears and Macy's crashed and burned because they don't offer any value to the customer that Amazon doesn't. As is often the … Continue reading L Brands – A Sexy Investment Opportunity
Fonar Corp. Analysis
Going through the vast amounts of companies that pass my initial screener, I found Fonar Corp (FONR from here on out), and it caught my attention. With a market cap of $111.9M, this is a small company based out of NY, but it is making a big footprint in the world of MRI scanning. … Continue reading Fonar Corp. Analysis
Corning, Inc. (GLW)
(21 February 2017) GLW Business Summary GLW, once an old-line housewares company, is now a leading maker of glass substrates used by the electronics industry and fiber optic equipment used by the telecommunications industry GLW Fundamentals Price to Earnings: 8.53 Earnings Per Share: $3.19 Market Cap: 25.7B Current Ratio: 3.29 Return on Equity: 20.21% Return … Continue reading Corning, Inc. (GLW)
Build – A – Bear Workshop, Inc. (BBW)
(17 February 2017) BBW Business Summary Build-A-Bear Workshop Inc is a specialty retailer of plush animals and related products. It provides a "make your own stuffed animal" interactive retail-entertainment experience. BBW Fundamentals Price to Earnings: 99.68 Earnings Per Share: $1.22 Market Cap: 188.6M Current Ratio: 1.39 Return on Equity: 20.88% Return on Assets: 10.75% Dividend … Continue reading Build – A – Bear Workshop, Inc. (BBW)
Goodyear Tire & Rubber Co.
(14 February 2017) GT Business Summary Goodyear Tire & Rubber Co is engaged in manufacturing of tires. The Company develops, manufactures, markets and distributes tires for various applications. It also manufactures and markets rubber-related chemicals for various applications. GT Fundamentals Price to Earnings: 7.63 Earnings Per Share: $5.28 Market Cap: 8.5B Current Ratio: 1.19 Return … Continue reading Goodyear Tire & Rubber Co.
Toll Brothers, Inc. (TOL)
(9 February 2017) TOL Business Summary Toll Brothers Inc designs, builds, markets and arranges financing for detached and attached homes in luxury residential communities. TOL Fundamentals Price to Earnings: 14.25 Earnings Per Share: $2.19 Market Cap: 5.1B Current Ratio: 4.14 Return on Equity: 9.15% Return on Assets: 4.15% Dividend Yield: 0.00% Price to Sales: 1.05 … Continue reading Toll Brothers, Inc. (TOL)
The Market Plunger 