Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Home Builders Appear Stable: The Worst Is Likely Over
- Saj Karsan submits: The debate on whether the housing market has hit bottom continues to rage. But what makes it even harder to reach consensus is that there are so many definitions on what it means to have hit "bottom" (e.g. prices, sales, starts, completions, homes under construction etc). ...
- External links 2009-08-06
- Humboldt: When Cash Is Not Always King
- Saj Karsan submits: KHD Humboldt Wedag KHD is an international industrial engineering and equipment supplier for the cement processing industry. Thanks to reduced demand for its products due to the recession, the company is pretty close to just breaking even. However, the company has negligible debt and a cash position...
- External links 2009-08-19
- EF Johnson: Counting (on) Inventory
- Saj Karsan submits: EF Johnson EFJI designs and markets wireless communication devices. Even before the economic storm, the company had been losing money, as it has reported negative operating income in each of the last three years. As a result of these losses, the company's market value has fallen tremendously:...
- External links 2009-08-21
- Canam's Earnings Pop
- Saj Karsan submits:For companies with high fixed costs, earnings are particularly sensitive to drops in revenue. As a result, we have seen many such companies show negative earnings over the last few quarters. But while reported revenue figures have continued to decline, some backlog numbers have started to tick up,...
- External links 2009-11-02
- KSW Will Soon Be Back to Business as Usual
- Saj Karsan submits:Wall Street is entirely too focused on current earnings, as noted by Ben Graham. So when a company shows declining earnings on declining revenues, the stock price will take a hit, even if the declines are purely cyclical. For example, consider the quarter-by-quarter revenue chart for KSW Inc....
- External links 2009-11-19
- DryClean USA: Customers and Suppliers Reduce Risk
- Saj Karsan submits: DryClean USA DCU, soon to be known as EnviroStar (EVI), is a distributor of laundry equipment. This is a tiny company, with a market cap of just $7 million. But for value investors who simply focus on buying businesses that trade at discounts to their intrinsic values...
- External links 2009-11-25
- << Previous
- page 1 of 1
- Next >>
