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- The Long Case for Encore Capital
- In the September 30 edition of Value Investor Insight, William Nasgovitz of Heartland Advisors explained why he sees unrecognized value in Encore Capital ECPG. Key excerpts follow: Describe in more detail your interest in debt-recovery firm Encore Capital. by Value Investor Insight
- External links 2008-10-15
- The Long Case for Winmark Corporation
- In the September 30 edition of Value Investor Insight, Brian Bares of Bares Capital explained what he thinks the market is missing in Winmark Corporation WINA. Key excerpts follow: Is your next idea, Winmark, another bet on a CEO’s encore performance? by Value Investor Insight
- External links 2008-10-22
- Universal Technical Institute: Under the Hood
- The following is excerpted from the October 31 edition of Value Investor Insight: When describing what he considers a compelling investment idea, Hawkshaw Capital's Kian Ghazi [VII, July 29, 2005] usually starts with a detailed description of the negative case for the company in question. In order to ensure...
- External links 2008-11-14
- Catching Up with International Speedway
- In the November edition of Value Investor Insight, International Value Advisers' Charles de Vaulx, Charles de Lardemelle and Michael Malafronte explained why they believe International Speedway ISPA is mispriced. Key excerpts follow: Apart from cyclicality, what tends to make the stocks you buy attractively priced? by Value Investor...
- External links 2008-12-11
- Ecolab: Expecting Long-Term Earnings Growth
- In a recent edition of Value Investor Insight, Mark Henneman of Mairs and Power, Inc. described what he thinks the market is missing in Ecolab ECL. Key excerpts follow: Explain your interest in fellow Twin Cities’ denizen Ecolab. by Value Investor Insight
- External links 2009-05-14
Additional Resources
- WellPoint Incorporated Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator Certainly will, and ladies and gentlemen we will now begin the question and answer session. [Operator Instructions]. Now due to limited time and fairness to other listeners, we do ask that you please limit yourself to one question and one related follow-up per turn. Our...
- Earnings calls 2007-10-24
- ADC Telecommunications, Inc. F4Q07 (Qtr End 10/31/07) Earnings Call Transcript
- Question-and-Answer SessionOperator [Operator Instructions]. And your first question is from Simon Leopold of Morgan Keegan. Simon Leopold - Morgan Keegan & Co. Thanks, I wanted to get in a couple of clarifications first, one is just trying to come up with the pro forma earnings number...
- Earnings calls 2007-12-12
- East West Bancorp Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator [Operator Instructions]. Your first question comes from line of Andrea Jao with Lehman Brothers. Please proceed. Andrea Jao - Lehman Brothers Good morning everyone. Julia Gouw - Executive Vice President and Chief Financial Officer Good morning. ...
- Earnings calls 2007-10-18
- Fiserv Q2 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. At this time we'd like to entertain questions or comments Operator Instructions. One moment please, for the first question. Kartik Mehta - FTN Midwest Research Kartik Mehta, FTN Midwest. Good afternoon, Jeff. Jeff Yabuki Hey Kartik. Operator Your line is open, sir. Kartik Mehta -...
- Earnings calls 2007-04-25
- Electrolux AB Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Unidentified Company Representative The questions here in Stockholm, and also those who are on the telephone conference. So I will start here with a couple of questions in Stockholm. Michael please, microphone here please. Michael Andersson - Danske Securities Michael Andersson, Danske Bank....
- Earnings calls 2007-10-23
- Ryder System, Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. [Operator Instructions]. Our first question comes from Jon Langenfeld. You may ask your question and please state your company name. Jon Langenfeld - Baird Robert. W. Baird. Good morning. Gregory T. Swienton - Chairman and Chief Executive Officer Good morning....
- Earnings calls 2007-10-25
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