Continuing on by popular demand, this is part 1 of a 4 part series looking at each of the companies selected and listed by Fortune in their 2009 Fortune 40: The Best Stocks to Retire On list. View the original list on Fortune. Part 1 | Part 2 | Part 3 | Part 4 The new [...]
Continue reading...24. June 2009
A short update to let you know that I’ll be out for the rest of the week. Going on vacation to Yellowstone I was hoping to schedule some posts for while I’m away and start the 2009 Fortune Best Stocks to Retire On series but ran out of time. I’ll be back on the [...]
Continue reading...19. June 2009
As you know, I try to approach stock analysis and business valuation with different methods in order to try and fill holes and weaknesses. One aspect that I want to cover that I haven’t discussed before is regarding maintenance capital expenditures in Free Cash Flow (FCF) for the Discounted Cash Flow (DCF) valuation method. Even now when it [...]
Continue reading...18. June 2009
Previously we looked at the business valuation of Mastech Holdings (MHH). To summarize, MHH is an IT staffing company in a competitive yet profitable industry. The macro environment has punished all staffing companies to the floor as companies continue to lay off people. MHH is a spinoff, a contrarian pick and a cheap stock all [...]
Continue reading...15. June 2009
I first mentioned Mastech Holdings (MHH) when I updated the results of the negative enterprise value screen. Mastech is not a net net value stock but after briefly analyzing the financial statements, I believe it to be within my circle of competence and margin of safety. There is also a limit to the downside. In [...]
Continue reading...13. June 2009
The last proper investment book review I wrote was on The Art of Short Selling. Since then I’ve read a few investing and non investing books but of the investment books I went through, nothing was worth writing about. Too Many Bad Investment Books On the Market The Only Three Questions that Count by Ken Fisher was [...]
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29. June 2009
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