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9 Resources for

arohan

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Get Ready for a Changing Regulatory Environment: Arohan submits: Bank of America BAC CEO Ken Lewis feels that the economy is bottoming out and the worst is likely behind us. Other business leaders report stabilization in their business as well with some tech CEOs even seeing an uptick in their businesses. The Feds also report seeing...; Tags: US Market, Financial, Arohan; External links 2009-05-20
The Fed's Tightrope Walk: Arohan submits: Many signs are now pointing towards a possibility that we may have seen the worst of the economic downturn. This is certainly a conclusion that is being drawn by many leading economists. In recent days we have seen two major housing reports showing unexpected increases in both...; Tags: US Market, Arohan, Caterpillar Inc., Ingersoll-Rand; External links 2009-07-28
Travel Centers of America: Undervalued Stock?: Arohan submits: I have started looking into Travel Centers of America TA as a possible value play. The stock is currently trading at a little over $3 per share and at its peak a few years ago it had traded as high as $46 per share. The company has...; Tags: Retail, Transport, Arohan, TravelCenters of America LLC; External links 2009-09-01
Travel Centers of America: Rare Value Investing Opportunity: Arohan submits: Travel Centers of America TA is one of those rare investing opportunities that a value investor spends countless hours looking for. We will analyze the investment thesis for TA in two parts. In this part, we will estimate the intrinsic value of TA looking at its Assets...; Tags: Retail, Arohan, Hospitality Properties Trust, TravelCenters of America LLC; External links 2009-09-13
Making a Value Case for Axcelis Technologies: Arohan submits: Axcelis Technologies ACLS manufactures processing equipment used in manufacture of semiconductor chips and sells to customers worldwide. The down cycle in semiconductors coupled with the ongoing recession has hurt Axcelis’ business considerably. Axcelis also defaulted on a note with US Bank early in the year (which they...; Tags: Chip, Arohan, Axcelis Technologies Inc.; External links 2009-09-16

National Presto: Why It's Still a Value Investment: Arohan submits: National Presto NPK operates in 3 distinct segments: Housewares/small appliances, Defence Products and Absorbent Products. From a business perspective, pressure cookers, ammunitions and diapers cannot be more dissimilar. Still, the company has managed to successfully integrate distinct businesses and gain economies of scale in each segment....; Tags: Retail, Materials & Industrials, Arohan, National Presto Industries Inc.; External links 2009-10-06
Friedman Industries: Strong in a Weak Market: Arohan submits: Friedman Industries Inc. FRD is engaged in steel processing, pipe manufacturing and processing, as well as steel and pipe distribution. This is a sector that has suffered a double whammy of declining demand and a whipsawing spot market steel prices. Needless to say, the company business and...; Tags: Materials & Industrials, Arohan, Friedman Industries Inc.; External links 2009-10-09
Sterlite Industries: Expansion Play Takes Advantage of Commodity Long-Term Up-Cycle: Arohan submits: There were two bits of news yesterday on one of my favorite emerging markets/commodities plays. Sterlite Industries SLT plans to become the largest copper smelter in the world and has announced a 400 ktpa brownfield expansion project in India along with a captive power plant generating 160...; Tags: US Market, Materials & Industrials, Arohan; External links 2009-10-15
More on Sterlite's Convertible Note Offering: Arohan submits: Investors yesterday sold off on the news that Sterlite SLT is making a convertible note offering of $500 million, convertible in the US listed ADS. Yes, convertible notes have a dilutive effect on the stock. Yesterday I also commented that the convertible note offering is...; Tags: India, Arohan; External links 2009-10-16