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- No Room for Error at Air T
- Saj Karsan submits: Air T AIRT has all the makings of a grossly undervalued stock. It has a P/B of .7, a P/E under 5, and a net cash position cash minus debt of over $7 million, while the stock trades for $18 million. The company has been able to...
- External links 2009-07-17
- Twin Disc's Looming Obligations Threaten Investor Returns
- Saj Karsan submits: Twin Disc TWIN is a company we discussed a few months ago as an example of a value investment where patient investors were rewarded: in the last 2.5 months, the shares are up by about 2.5 times. As a result of its recent price run-up, however, the...
- External links 2009-09-22
- Is AutoNation a Good Investment?
- Saj Karsan submits: This economic slowdown will cause many companies in the auto sector to go under. As such, stocks related to this industry have taken a huge hit over the last year or so. This offers us the opportunity to buy companies that will outlast the recession at large...
- External links 2008-12-02
- TAT Technologies: Be Wary of Buyback Announcements
- Saj Karsan submits: Shares in TAT Technologies TATTF rose last week as the company announced a plan to buy back around 10% of the company's shares. Shares usually do rise in response to such announcements, as they imply that management believes a company's shares to be undervalued. Since management knows...
- External links 2009-01-04
- Magna International: Worth the Risk?
- Saj Karsan submits: Magna International MGA is a global auto parts supplier. The stock was flirting with $100 last year, but due to the collapse of the auto industry, it now trades at just $26. It has a debt to equity of just 8% and produces a diversified plethora of...
- External links 2009-01-07
- P/E Ratio and Recessions: The Case of FedEx
- Saj Karsan submits: For most companies, recessions reduce P/E ratios, as investors withdraw money from the market and become stingy with their purchases. We saw this pattern emerge when we looked at the historical P/E of the S&P 500. We also saw examples of companies trading at their historic P/E...
- External links 2009-01-20
- Chrysler's Nardelli: Another Rough Patch
- Saj Karsan submits: It's been a rough couple of years for Robert Nardelli, though you wouldn't know it from the compensation he has brought home. First as CEO of Home Depot and now as CEO of Chrysler - he can't seem to do anything right except negotiate pay packages. ...
- External links 2008-12-01
- FedEx and UPS: Stable but Still Struggling
- Saj Karsan submits: FedEx FDX and UPS UPS have both faced tremendous challenges in the last year. FedEx is under fire for employee/contractor classifications, and both companies have faced soaring fuel prices and a slowing global economy. As such, the market may be punishing these very profitable companies, thereby offering...
- External links 2008-10-29
- TAT Technologies: The Sky's the Limit
- Saj Karsan submits: TAT Technologies TATTF is an Israeli company that repairs and manufactures parts for airplanes. Its market cap is just $32 million, which is too small for large institutions to buy decent-sized stakes without dramatically altering the stock price. As we would expect, instituational ownership of this company...
- External links 2008-11-25
- RV Sales Tank, But Thor Industries Should Prevail
- Saj Karsan submits: Makers of big-ticket items and luxury goods suffer the most during times like these, as consumers delay large purchases and reduce their expenses. Companies that recognize that they are in cyclical industries can put themselves in positions to outlast downturns and thereby emerge from them with fewer...
- External links 2009-04-27
- Paccar Runs Well but Risks Abound
- Saj Karsan submits: PACCAR PCAR designs and manufactures a wide range of trucks used for commercial transportation. Comparing operating metrics to its competition, it appears to be a well-run company. Furthermore, the company's most recent quarterly results suggest that management anticipated a drop in demand relatively well, as it cut...
- External links 2009-03-10
- TAT Tech Still Buying Back its Stock
- Saj Karsan submits: A couple of years ago, companies were spending hand-over-fist on a slew of director-approved share buybacks. Now that stocks have fallen to the point where companies would get much more value for their buybacks, one is hard-pressed to find any companies confident enough to buy back their...
- External links 2009-03-24
- TAT Technologies: Value Investing Arbitrage?
- Saj Karsan submits: Occasionally, an investor may believe a stock to be undervalued based on his estimate of the business' underlying value. If his estimate is correct, he should generate excellent returns over the next several years if the stock price converges to the underlying business' value. Sometimes, however, an...
- External links 2009-04-18
- Is LoJack Channel Stuffing?
- Saj Karsan submits: A reader recently pointed out the fact that LoJack LOJN appears to be "channel stuffing" its international sales. What exactly is "channel stuffing" and how does one detect whether it's taking place? Channel stuffing is the practice of selling more products to one's customers than the customers...
- External links 2009-06-01
Additional Resources
- Oil Demand Should Continue to Fall
- Saj Karsan submits: We often hear oil bulls describe oil demand as inelastic. The argument is as follows: No matter what the oil price is, people still have to fill-up to be able to go to work, companies still need to transport their products, and industries still need energy to...
- External links 2008-08-10
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