Comments on: 2009 Best Small Companies Part 2

By: Forbes Best Small Companies Final | Old School Value

Forbes Best Small Companies Final | Old School Value — Fri, 19 Feb 2010 07:07:38 +0000

[...] 2009 Best Small Companies Part 2 [...]

By: Forbes Best Small Companies for 2009: Part VI | Reaction Radio

Forbes Best Small Companies for 2009: Part VI | Reaction Radio — Fri, 29 Jan 2010 18:41:54 +0000

[...] 1 | Part 2 | Part 3 | Part 4 | Part [...]

By: Forbes Best Small Companies for 2009: Part IV | Reaction Radio

Forbes Best Small Companies for 2009: Part IV | Reaction Radio — Fri, 29 Jan 2010 09:06:46 +0000

[...] is a continuation of the series valuing each of the 200 Forbes Best Small Companies: Part 1 | Part 2 | Part [...]

By: Forbes Best Small Companies for 2009: Part III | Reaction Radio

Forbes Best Small Companies for 2009: Part III | Reaction Radio — Fri, 29 Jan 2010 08:06:34 +0000

[...] is a continuation of the series valuing each of the 200 Forbes Best Small Companies: Part 1 | Part 2 [...]

By: Forbes Best Small Companies Part 7 | Old School Value

Forbes Best Small Companies Part 7 | Old School Value — Thu, 14 Jan 2010 04:05:10 +0000

By: Top Ten Value Investing News Stories of 2009 | Fat Pitch Financials

Top Ten Value Investing News Stories of 2009 | Fat Pitch Financials — Fri, 01 Jan 2010 23:22:32 +0000

[...] 2009 Forbes Best Small Companies Part 2 via oldschoolvalue.com Intrinsic value price targets of forbes 2009 best small companies. Part 2. Submitted by jjun0366 on Mon, 2009-11-16 02:25. [...]

By: 2009 Best Small Companies Part 5 | Old School Value

2009 Best Small Companies Part 5 | Old School Value — Mon, 30 Nov 2009 10:06:59 +0000

[...] Forbes 200 Best Small Companies Part 1 | Part 2 | Part 3 | Part 4 | Part [...]

By: Jae Jun

Jae Jun — Thu, 26 Nov 2009 21:02:22 +0000

I always liked DLB because it is more mainstream and in far more products. DTS has more software related products which you buy while royalties makes up a lot of revenue for DLB. I believe earnings royalties is one the best business models out there. It’s so profitable.

Interesting point about SCHS and MHP. Education material providers may well be more contrarian than a school. Just one thing Im thinking about is that SCHS, MHP and related companies will compete with each other for the actual schools to buy or use their products.

SYNA is very interesting because the way the tech trend is going, it’s all towards touch devices. Everything is turning towards touch. Navigation systems in the car, portable GPS, phones, mp3 players, computers etc etc

Just a question about RET. What is your opinion on small to mid caps that give dividends? Personally, I’m not a fan. It just shows that they either don’t have much opportunity to grow and there is a lot of potential for management to be pig headed because they don’t want to cut it when they really should.

By: D

Thu, 26 Nov 2009 19:07:24 +0000

I have watched DLB for a while too. I liked the company, but i seemed to like DTS more. Not sure what the difference is since they both seem to offer similar products and sometimes both have their names on brands. I didn’t buy because i didn’t see tangible value and am poor at gauging ‘growth value’.

The second comment i had was comparing schools, which i agree seem to trade at unjustified multiples, to something like SCHS or perhaps MHP?

I never knew what SYNA did but its interesting to know and should be lots of growth in that area.

Have a look at one Canadian retailer, just to compare with JOSB, and let me know what you think? RET.a is a ladies retailer which was hit hard but is bouncing back.

By: Forbes Best Small Companies for 2009: Part IV | Stocks and Sectors

Forbes Best Small Companies for 2009: Part IV | Stocks and Sectors — Wed, 25 Nov 2009 12:02:42 +0000

[...] is a continuation of the series valuing each of the 200 Forbes Best Small Companies: Part 1 | Part 2 | Part [...]