Here’s some controversy coming your way. A stock price valuation of AAPL by a value investor. Warning: if you love Apple, I mean really l.o.v.e. AAPL, this may not be what you want to hear. The Apple Story… Apple is consistently a Wall Street darling. The company is covered by 35 analysts, it’s products, services and CEO is [...]
Continue reading...Thursday, June 18, 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...Monday, June 15, 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...Thursday, April 30, 2009
On April 29, iGo Inc (IGOI) announced earnings that were better than I expected considering they had previously lost their biggest customer, Targus. However, earnings wasn’t the number I was focusing on. It’s the assets I care about the most because this is a deep value stock investment. For people new to iGo Inc, you can [...]
Continue reading...Tuesday, April 21, 2009
The DISK merger has been terminated again but before the announcement, a reader, PlanMaestro, left a very detailed analysis of the company as a standalone and I felt it was a waste to leave it in the comments. If you follow his calculations, you’ll get an understanding that the company is cheap. [Regarding DISK] Up to [...]
Continue reading...Monday, December 22, 2008
This is a continuation of my search for the best small companies from the 200 listed in Forbes 2008. You can refer to the previous results here: 1-15 | 16-32 | 33-70 | The companies ranked 71-130 has yielded 8 results. To recap, below are the criterias of how the companies are being filtered. Immediately exclude financials (don't understand or know how to value them) Run the companies through the intrinsic value spreadsheet with the PE as the growth rate, but capped at 15%. The selected companies shall exhibit; Positive, consistent and growing cash flows.
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Thursday, August 13, 2009
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