Old School Value blog

Empowering value investors with stock valuation, ideas and tutorials

IEC: Capable Management but Shareholder Friendly?

February 10th, 2012 | Comments (1)

The initial question I start with, but in this case, nothing jumped out screaming value.
On a side note, IEC is ranked number 3 in the 2011 Forbes Best Small Companies list and the companies that show up on this list are usually growth orientated which is why I can’t conclude as easily whether it is cheap or not.

The Secret GRVY Recipe to Produce 50% YTD

February 7th, 2012 | Comments (4)

I am still very bullish on the company and the original thesis is still intact. GRVY is set to release the sequel to their blockbuster game after 7 long years of delays, redevelopment and more delays. GRVY has shot up 50% with increasing volume and it is a good time to review the probabilities of downside vs upside.

MPAC: Typical Scenario of Ineffective Management

February 3rd, 2012 | Comments (1)

MOD-PAC is a high value-added, on-demand print services firm that is focused on the design and manufacture of folding cartons. It also has a personalized print product line. The term folding cartons is the box packaging used for cereals and any other product with box based packaging with printed designs.

UFPT Savvy Acquisitions & Making it Work

February 1st, 2012 | Comments (0)

UFP Technologies (UFPT) creates custom packaging, component and product solutions for the following markets: medical, automotive, aerospace & defense, industrial, electronics and consumer. When you buy an electronic item, the foam or egg carton type cardboard protectors are the types of products UFPT makes.

Could You Have Predicted Diamond Foods Accounting Fraud?

January 30th, 2012 | Comments (26)

Diamond Foods (DMND) is being investigated by the SEC and DoJ for potential accounting fraud. I will go through a few methods to detect earnings quality, manipulation and aggressive accounting to see how well it comes up against DMND. So as we go through this, the question is, could you have identified DMND’s accounting shenanigans in advance by using such methods?

Straight to the Point with 2 Stocks

January 23rd, 2012 | Comments (2)

Stock #1: Darling International is a rendering company. A rendering company is one where it goes around collecting oil, waste and other animal by-products from meat processors, bakeries, grocery stores, butcher shops and restaurants to recycle it into things such as pet food, soap and bio fuel.
Stock #2: The Timken Company (Timken) is an industrial company that makes and sells products for friction management and power transmission, alloy steels and steel components.

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