Molson Coors Brewing Company (NYSE: TAP) produces and distributes a range of branded beer worldwide. The company’s stable of brands include some of the most recognized internationally. In some instances, brand power alone allows a company to price its products at a premium and earn higher returns than competitors (though note that this is not always the case; in many instances a brand is simply the ante to play in the industry and earn normal returns). The company’s shares are down . . .
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Lamar Advertising Company (NASDAQ: LAMR) is an outdoor advertising company with a network of approximately 146,000 billboards, 108,000 logo advertising displays and 30,000 transit displays. I have always been fond of businesses like this, which entail a single up-front payment in return for years of income with nearly nonexistent capital demands. I thought I would take a closer look. The first thing notable about LAMR is that it has has only a passing relationship with profitability (note how the net . . . MIND C.T.I. Ltd. (NASDAQ: MNDO) is an Israel-based supplier of CRM solutions for providers of telecommunications services (e.g. wireline, wireless, internet, cable tv). This is a microcap trading for a market capitalization of just $31.5 million versus cash and investments of $17.5 million and no debt. The company has been consistently profitable (adjusting for some non-cash impairments). The company’s CEO owns around 1/5 of the company and has, with the Board’s approval, created a dividend policy that is as shareholder . . . |
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