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- America's Car-Mart Could Be Just the Right Vehicle for Tough Times
- Alan Brochstein, CFA submits: A friend of mine called last Tuesday and casually mentioned that his friend wanted to start a "buy here, pay here" used car dealership in response to the plunging availability of financing for automobiles. I responded that I believed that there was a publicly traded...
- External links 2008-11-02
- Summing Up Q2: Stock Returns by Sector and Market Cap
- Alan Brochstein, CFA submits: What a quarter it was! As I predicted near the beginning of the year, Q2 was the first positive one for equities since the summer of 2007. I was obviously a bit surprised with the extent of the rally, as I had...
- External links 2009-07-01
- 2010: Shaping Up to Be an "L" of a Year
- Alan Brochstein, CFA submits: Thursday's payroll report led to some of the worst market angst we have seen since the big rally started, with the market plunging into its third consecutive weekly decline. While the numbers didn't strike me as anything really that different from "more of...
- External links 2009-07-04
- Paired Trade: Sell DineEquity, Buy Hormel
- Alan Brochstein, CFA submits: This is the 7th in a series of ideas where I contrast a cheap security with an expensive one that otherwise shares some characteristics. So far, I am 5 for 6: ...
- External links 2009-07-09
- Martek Biosciences: Worth Revisiting
- Alan Brochstein, CFA submits: In 2004, when Martek Biosciences MATK (21.70 --> $721mm market cap) was a high-flying growth stock, I had the opportunity to meet with the CFO. While what they did sounded real interesting, I walked out of that meeting wishing that I worked at...
- External links 2009-07-11
- Momentum Investing: Do So at Your Own Peril
- Alan Brochstein, CFA submits: I am a huge fan of Investors Business Daily and expect that many of you are as well. For those not familiar with the paper run by the legendary William O'Neil Daily Graphs, it is very technically oriented compared to other business dailies...
- External links 2009-07-14
- Allegiant Travel: Not Your Typical Airline Stock
- Alan Brochstein, CFA submits: It took me quite some time to warm up to Allegiant Travel ALGT (43.71, $874mm market cap), the Las Vegas-based airline operator and provider of other travel services. After all, I practically preach that the consumer of tomorrow won't be spending anything like...
- External links 2009-08-02
- Paired Trade: Buy Akamai, Sell NetApp
- Alan Brochstein, CFA submits: This is the 8th in a series of ideas where I contrast a cheap security with an expensive one that otherwise shares some characteristics. So far, I am 5 for 7: ...
- External links 2009-08-15
- Can Synovis Soar Again After Its Pegasus Acquisition?
- Alan Brochstein, CFA submits: When Synovis Life Technologies SYNO (15.72, $181mm market cap) reported in late May, I thought I had let a great opportunity slip away. I had recently added this pure-play in biological materials used in surgery to my watchlist, as it is a member...
- External links 2009-08-22
- Paired Trade: Buy Dorman Products, Sell O'Reilly Automotive
- Alan Brochstein, CFA submits: This is the 9th in a series of ideas where I contrast a cheap security with an expensive one that otherwise shares some characteristics. So far, I am 6 for 8: ...
- External links 2009-08-29
- There's Also A Bull Market in Bull
- Alan Brochstein, CFA submits: I have been blogging about stocks and the economy since early 2007. During these past 2 1/2 years, the markets haven't been exactly conducive to marketing services to retail investors. Lately, though, after the rally of a life-time, I have been inundated...
- External links 2009-08-29
- Callaway Golf: Out of the Rough and Worth Taking a Swing At?
- Alan Brochstein, CFA submits: In my normal weekend activities of running through several screens, I noticed that Callaway ELY (7.50, $484mm) is one of the few companies in Consumer Discretionary that still trade below tangible book value (though it really doesn't - see below). I am not...
- External links 2009-09-12
- St. Jude: Med-Tech Stock that Seems Unlikely to Keep Flatlining
- Alan Brochstein, CFA submits: St. Jude STJ (38, $13bln market cap), the smaller of the two Minnesota-based global "cardiogiants", has been on my watchlist since late 2006, standing out for its tenure with absolutely no action from me ever. Companies go onto my watchlist and usually are...
- External links 2009-10-03
- Cardiac Science: Ripe for Defibrillation
- Alan Brochstein, CFA submits: Cardiac Science CSCX is a long-term dud, to say the least, falling from a peak of $235 in 1993 by 98% over the past 16 years and by 96% since peaking at $98 in 2000. Based in Bothell, Washington, CSCX (3.22, $75mm market...
- External links 2009-11-11
- Small-Cap Smackdown: Russell 2000 Laggards Could Offer Future Opportunity
- Alan Brochstein, CFA submits: Smaller stocks have spent Q4 correcting while the rest of the market has seemingly confirmed the primary bull trend (or are we still calling this a bear-market correction?). Since month-end, the Russell 2000 has bounced back a bit from its October thrashing, but...
- External links 2009-11-15
- Foot Locker's Turnaround May Have Some Legs
- Alan Brochstein, CFA submits: For those who follow me, you know that Shoe Carnival SCVL, has been a favorite of mine over the past couple of years. It remains in my Top 20 Model Portfolio despite a big run this year. As I review the shoe...
- External links 2009-11-29
- Is December the New January for Small Caps?
- Alan Brochstein, CFA submits: The "January Effect" is one of the very few well-studied seasonal trends that has persevered the test of time, though it has clearly lost a bit of its punch in recent years. According to Wikipedia, it was first noted by Donald Keim, who published...
- External links 2009-12-07
- Synovis Life Technologies: A Small Company with a Big Potential Upside
- Alan Brochstein, CFA submits: Several weeks ago, I shared my bullish view on the Medical Device Manufacturers with my friends at TradeKing. Since then, the sector has been very strong, especially the larger companies. by Alan Brochstein
- External links 2009-12-08
- Volcano: Stock Looks Ready to Erupt
- Alan Brochstein, CFA submits: I have spent the past couple of months pursuing a theme that I think makes a lot of sense. I believe that medical device companies that sell a high amount of consumables relative to capital equipment will continue to grow strongly despite some...
- External links 2009-06-28
- Paired Trades: Sell Collective Brands, Buy Shoe Carnival
- Alan Brochstein, CFA submits: This is the 6th in a series of articles that attempt to identify relative value discrepancies between two closely related securities. So far, the first five (but not the most recent one - ouch!) have been modestly successful in aggregate, though it's a little...
- External links 2009-06-20
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