New! (December 27) We are now indexing 1,000 blogs! Also, we're announcing a previously undocumented feature already in use on a few
personal finance blogs.
Viewing entries for View all blogs (popular) | Personal finance (popular) | Real estate (popular) | Investing (popular) | Visit
From Cheap Stocks - view blog entries - visit this blogApril 12, 2008 at 1:12 pm ET
CS21 Net/Net Index Week in Review & Individual Member Performance
The CS21 Net/Net Index closed the week down 1% to 104.36 Since inception, the index is up 4.36%.
This week, we take a look at index constituent's ... ( more)
From Cheap Stocks - view blog entries - visit this blogApril 11, 2008 at 8:34 am ET
Exxon Mobil: The Root of all Evil
Since the gas lines of the '70s, Democrats and Republicans have talked about energy independence, but nothing's changed — except now Exxon's making $40 billion a year, and ... ( more)
From Cheap Stocks - view blog entries - visit this blogApril 5, 2008 at 9:16 pm ET
CS21 Net/Net Index Week in Review: Another Strong Week
The CS21 Net/Net Index closed the week up 5.2% to 105.4. Since inception, the index is up 5.4%.
For the past two weeks, the index is up more ... ( more)
From Cheap Stocks - view blog entries - visit this blogMarch 30, 2008 at 12:58 pm ET
Value Investing Congress West: May 6 & 7
Last May, we attended our first Value Investing Congress in Hollywoowd, and were extremely impressed by this conference; from the quality of speaker, conviction of ideas presented, ... ( more)
From Cheap Stocks - view blog entries - visit this blogMarch 29, 2008 at 8:31 am ET
Premier Exhibitions (PRXI): Value not Without Controversy
Of all the presentations we saw at last year's Value Investing Congress in Hollywood, one of the most interesting featured Premier Exhibitions, the Atlanta based company that develops ... ( more)
From Cheap Stocks - view blog entries - visit this blogMarch 28, 2008 at 8:31 pm ET
CS21 Net/Net Index Week in Review: Into Positive Territory
The CS21 Net/Net Index closed it's strongest week yet, up 6.28% to 100.19. Since inception, the index is up .19%.
Our results since introducing this index bear out ... ( more)
From Cheap Stocks - view blog entries - visit this blogMarch 22, 2008 at 8:19 am ET
Cheap Stocks Random Notes: Unprecedented Market Volatility
Cheap Stocks 21 Net/Net Index Positive for Week Ended 3/22/08,
We don't tend to comment on the broad markets, but some research we conducted recently is worthy of repeating. ... ( more)
From Cheap Stocks - view blog entries - visit this blogMarch 16, 2008 at 10:07 am ET
Being a Net/Net is Nothing to be Proud of...
Companies don’t typically become net/nets mysteriously. They aren’t designed that way, and it’s no badge of honor to trade at such a shockingly low valuation, (assuming ... ( more)
From Cheap Stocks - view blog entries - visit this blogMarch 14, 2008 at 9:37 pm ET
Cheap Stocks 21 Net/Net Index Down Week Ended 3/14/08
The CS21 Net/Net Index closed a very volatile down 2.67% at 93.78. Since inception, the index is down 6.22%.
The big loser for the week, and perhaps first ... ( more)
From Cheap Stocks - view blog entries - visit this blogMarch 7, 2008 at 8:10 pm ET
Cheap Stocks 21 Net/Net Index Up Week Ended 3/7/08
The CS21 Net Net Index closed a rather volatile week up .87% at 96.36. Since inception, the index is down 3.64%.
The big winner for the week was ... ( more)
From Cheap Stocks - view blog entries - visit this blogFebruary 29, 2008 at 8:07 pm ET
Cheap Stocks 21 Net/Net Index Down 3.1% for Week ended 2/29/08
The Cheap Stocks 21 Net/Net Index ended the week at 95.53, down 3.1%. Since inception (2/12/08), the index is down 4.47%. Much of ... ( more)
From Cheap Stocks - view blog entries - visit this blogFebruary 22, 2008 at 6:06 pm ET
Cheap Stocks 21 Net/Net Index Flat for Week ended 2/22/08
The Cheap Stocks 21 Net/Net Index closed it's first full week at 98.62, flat versus last week's close. Since inception (2/12/08), the index is down ... ( more)
From Cheap Stocks - view blog entries - visit this blogFebruary 15, 2008 at 3:58 pm ET
Introducing the Cheap Stocks 21 Net/Net Index: The First Index of Companies Trading Below Net Current Asset Value
We’ve designed what we believe to be the first index of companies trading below their net current asset ... ( more)
From Cheap Stocks - view blog entries - visit this blogFebruary 6, 2008 at 6:58 pm ET
Patience Wears Thin on LKI: Making Room in the Portfolio
Waiting for a net/net story to unfold is often as exciting as watching paint dry, or the grass grow. That was the pretty much ... ( more)
From Cheap Stocks - view blog entries - visit this blogJanuary 26, 2008 at 10:53 am ET
Investment Lessons Learned From a Bully
Charlie was the consumate bully. One of the older kids in the neighborhood, and also the paperboy, he had a bad reputation and it was well earned. The event ... ( more)
From Cheap Stocks - view blog entries - visit this blogJanuary 26, 2008 at 10:48 am ET
Marty Whitman on MBIA and Radian
Marty Whitman is a legend in value investing circles, and yet he still continues to surprise. In his most recent letter to shareholders, a must read for value investors, ... ( more)
From Cheap Stocks - view blog entries - visit this blogJanuary 15, 2008 at 9:49 pm ET
Increasing Avalon Holdings (AWX) Position
We recently saw a further pullback in microcap Avalon Holdings(AWX)(from the $6.50 range to $4.50) as an opportunity, and added to our position. At $4.70, the company has $1.77 per ... ( more)
From Cheap Stocks - view blog entries - visit this blogJanuary 14, 2008 at 6:30 pm ET
Random Thoughts from 36000 Feet
Your Cheap Stocks Editor is writing this from 7 miles above the earth en route to Denver. The air is thin up here, so my apologies in advance if none ... ( more)
From Cheap Stocks - view blog entries - visit this blogJanuary 4, 2008 at 9:05 pm ET
Taking Advantage, or Being Taken Advantage of? The Case for CBRL
Mr. Market has been on a rampage so far in 2008, and it's no wonder given the daily (over)dose of news we are all the ... ( more)
From Cheap Stocks - view blog entries - visit this blogDecember 30, 2007 at 8:53 am ET
Land Review 2007: Part II
There was quite a bit of interest in Part I of 2007's Land Review, so today, we give you Part II. For clarification, we are not suggesting that any or ... ( more)
From Cheap Stocks - view blog entries - visit this blogDecember 26, 2007 at 6:20 pm ET
Land Review 2007: Part I
What better way to say goodbye to 2007, we thought, than to review some of the companies holding one of our favorite assets, land. It’s generally been a pretty rough ... ( more)
From Cheap Stocks - view blog entries - visit this blogDecember 8, 2007 at 9:14 am ET
Potential Bargains in Profitable, Cash-Rich Double Net/Nets Part II
As a follow up to last weeks piece, here are an additional handful of companies trading at less than 2 times net current asset value that also ... ( more)
From Cheap Stocks - view blog entries - visit this blogDecember 2, 2007 at 11:56 am ET
Potential Bargains in Profitable, Cash-Rich Double Net/Nets
Occasionally, we take liberties with Ben Graham’s original formula used to identify companies trading below their net current asset value, and loosen the criteria a bit. (Truth be ... ( more)
From Cheap Stocks - view blog entries - visit this blogNovember 24, 2007 at 3:18 pm ET
New Position: Avalon Holdings (AWX)
We viewed a recent pullback in the price of tiny Avalon Holdings (AWX), as an attractive entry point, and recently initiated a position.
We initally wrote about Avalon back in ... ( more)
From Cheap Stocks - view blog entries - visit this blogNovember 19, 2007 at 8:09 pm ET
New Life in the Land of the Forgotten: Ranks of Tiny, Profitable Net/Nets Growing
Call us strange, but we believe that a little market volatility can be a good thing. It helps wipe away market ... ( more)
|
|