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- @ragnarisapirate lol.. either someone forgot to put in a limit order or you have quite the cheap company there; 3 days ago
- @ragnarisapirate @catspawinv any concerns on the loan? Frank's earning a decent rate on it; prbly could be paid off / refi'd with bank debt 1 week ago
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- @Brian_Harper any thghts on IRS auditing $STON's return for 2010 (new lang for risk in 10K)? any risk of IRS disallowing MLP exemption? 1 month ago
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Monthly Archives: July 2012
SuperMedia
SuperMedia (SPMD) is one of the largest yellow pages directory publishers in the United States. The company prints directories in 32 states and online. The company was loaded with debt and entered bankruptcy in March 2009. It emerged from bankruptcy … Continue reading
Cbeyond
Cbeyond (CBEY) is a Voice over Internet Protocol-based managed services provider for small businesses. I have wanted to do a deep dive into this company for a while now. The very good Cheap Stocks blog has mentioned Cbeyond numerous times and … Continue reading
Links of Interest
A few interesting articles worth reading. In April, two weeks before the “Whale Loss” was public, JP Morgan was expected to earn $1.21 a share. Yesterday, they reported earnings of $1.21 a share despite the Whale Loss. A Great Quarter … Continue reading
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Primo Water
This is another idea from the Manual of Ideas, listed as a holding of Chuck Akre. Primo Water (PRMW) provides three and five-gallon purified bottled water bottles, self-serve filtered drinking water, water dispensers and carbonated beverage appliances. The company operates … Continue reading
Dynegy
Dynegy (DYN) was another idea I saw in the manual of ideas. The company is mentioned as an holding of Icahn (15%) and Altai Capital (5%). Seneca was also a large holder (12%). The company was trading at a price … Continue reading
Updates
A couple of stocks I have written about have experienced movement in the last few days. JMBA – Has been on an absolute tear for the last two weeks. If you are new to Jamba, I should warn you, the … Continue reading
Frozen Food Express Industries
As I read through this excellent publication from the Manual of Ideas, I was surprised by the large number of small and micro-caps stocks held by top investors. I decided to dig through companies that looked interesting a little bit … Continue reading
