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- UTS Energy: Risky Play?
- Saj Karsan submits: The stock price of UTS Energy (UEYCF.PK) has come down drastically from about $6 in July to just $0.87. This has left UTS with a market cap of $412M with the following key balance sheet items: Cash: 335MProperty: 460MDebt: 0Total Liabilities: 113M Not fully reflected...
- External links 2008-10-19
- Don't Ignore the Bond Market
- Saj Karsan submits: When investors think of putting money in the market, they usually think only of stocks. However, there's a huge bond market out there consisting of corporate debt that, depending on the economy, can offer value investors even more bargains than do stocks. For example, when we met...
- External links 2008-10-26
- Misalignment: Compensating Management with Options
- Saj Karsan submits: As a shareholder, you must be extremely cognizant of how the management team of your company is compensated. An ideal compensation structure pays executives enough so that they're not worried about meeting their family obligations, but otherwise aligns their interests with those of shareholders. Contrary to popular...
- External links 2008-10-28
- International Paper: Is Payout Sustainable?
- Saj Karsan submits: International Paper IP is a paper and packaging manufacturer and distributor. Its stock price has fallen some 60% since last year, as it has faced tremendous increases in input costs and more recently faces a slowing global economy. Could this represent a value opportunity? There are several...
- External links 2008-10-31
- Is Laser Eye Surgery Too New to Value?
- Saj Karsan submits: LCA-Vision LCAV and TLC Vision TLCV compete in an otherwise highly fragmented laser vision correction industry. Because the surgery is elective, expensive, and not generally covered by insurance companies, demand for the surgery is cyclical. As a result, this is a tough time for these companies, and...
- External links 2008-11-09
- Office Depot: Dialing for Dollars
- Saj Karsan submits: Every quarter, public companies are required to hold conference calls to discuss their most recent results. You can usually access a recording of a company's last conference call on the investor relations section of its website. While the written filings of management do give facts and some...
- External links 2008-11-12
- Disney: Mickey Mouse Accounting
- Saj Karsan submits: When we discussed operating leases we saw that as per current accounting rules, the debt shown on a company's balance sheet does not adequately present a company's true debt level. Unfortunately, off-balance sheet debt doesn't stop at operating leases. Consider The Walt Disney Company DIS, which operates...
- External links 2008-11-18
- Twin Disc Shows Its Power
- Saj Karsan submits: Twin Disc TWIN manufactures and sells power transmission equipment (torque converters, propellers, clutches etc) to the marine industry. Due to the fixed-cost nature of such heavy manufacturing, one might expect this company to have dipped deeply into the red in its fiscal year ended June, 2009. Indeed,...
- External links 2009-08-12
Additional Resources
- A.M. Castle Teaches a Lesson in Inventory Accounting
- Saj Karsan submits: When considering companies for investment, it is easy to take a lazy approach by quickly scanning financial statements and forming conclusions based solely on the numbers. Unfortunately, companies make accounting choices which can drastically alter the meaning of its financial data. One such choice concerns the accounting...
- External links 2009-06-08
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