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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
- Paired Trade: Buy EZCORP, Sell Aaron's Rents
- Alan Brochstein, CFA submits: This is the 5th in a series of articles that attempt to identify relative value discrepancies between two closely related securities. So far, the first four have been modestly successful in aggregate, though it's a little early to be drawing conclusions: 3/14: Buy...
- External links 2009-06-06
- 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
- 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
- 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
- Pair Trades: Bard and Intuitive Surgical
- Alan Brochstein, CFA submits: This is the 4th in a series of articles that attempt to identify relative value discrepancies between two closely related securities. So far, the first three have been modestly successful in aggregate, though it's a little early to be drawing conclusions: 3/14:...
- External links 2009-05-09
- Paired Trade: Columbia Sportswear vs. Under Armour
- Alan Brochstein, CFA submits: This is the third in a series of recommendations ( MetPro vs. Nalco MPR vs. NLC, Allergan vs. Johnson & Johnson AGN vs. JNJ), and I actually addressed these two companies last year. While Under Armour UA cratered relative to Columbia Sportswear COLM,...
- External links 2009-05-03
- CB Richard Ellis: What a Difference a Year Makes
- Alan Brochstein, CFA submits: I see today that CB Richard Ellis CBG, a leading commercial real estate services firm with global operations, priced an equity offering below $4. I recall the meteoric rise following their 2004 IPO, as the stock was a 7-bagger just three years later. What...
- External links 2008-11-13
- Hormel Foods Could Be a Good Addition to Your Shopping List
- Alan Brochstein, CFA submits: As a buy-side analyst and an individual investor, one of my greatest strengths, in my opinion, is also one of my greatest weaknesses: "Breadth" rather than "depth". As I explained to a prospective client recently, sometimes extensive knowledge about a company and its industry and...
- External links 2008-11-16
- GM: Bankruptcy Is No Longer An Option
- Alan Brochstein, CFA submits: Felix Salmon, who contributes frequently to Seeking Alpha and I mean frequently, wrote recently in "When Stocks Go to Zero" that "the whole leverage aspect I think is not well understood by the public". He made an excellent analogy about the amount of...
- External links 2008-11-23
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