September 13th, 2011
Tags: AAPL, MSFT, PCC. PMC Commercial Trust (AMEX: PCC) is a real estate investment trust (REIT) that specializes in loans to small businesses operating in the hospitality industry. Though the commercial real estate market and hospitality industries have been hurting (perhaps more than most other industries) due to the recession, PCC appears to have the makings of a compelling value opportunity due to the following:
Safe asset base unlikely to be overvalued on the books Cyclically low earnings expected to rebound Shareholder-friendly management Dirt cheap . . .
→ Read More: PMC Commercial Trust: An Unreasonably Large Discount to Asset Value ($PCC, $AAPL, $MSFT)
September 9th, 2011
Tags: CSCO, LOW, MSFT, SVU. A reader recently passed along a link to a recent Barron’s interview with Steven Romick of First Pacific Advisors’ “contrarian value” Crescent Fund, suggesting that I might be interested in reading what Mr. Romick had to say, given our shared interests in Microsoft (NASDAQ: MSFT) and Cisco (NASDAQ: CSCO). The reader was correct, and I enjoyed reading the interview. It appears that Mr. Romick saved best for last, ending the interview with these tantalizing tidbits of information about Lowe’s . . .
→ Read More: Lowe’s Companies, Inc: A Great Buy at a Cyclical Low ($LOW, $MSFT, $CSCO, $SVU)
August 3rd, 2011
Tags: Linkfest, MSFT.
July 6th, 2011
Tags: DELL, Linkfest, MSFT, RIG. In no particular order:
Transocean: No Apologies Over Gulf Oil Spill (Bloomberg) (NYSE: RIG) (Disclosure: Long RIG) Ambush in the Oil Market (Advisor Analyst) The Scientist Who Drew Brains, and Then a Nobel Prize (Discover) Profile of Andrew Massie, manager of the Mackenzie Cundill Value fund (The Star) (Note: He is long DELL and MSFT like someone else you know) Is The Chinese Bubble Ready To Burst? (Institutional Investor) The Value . . .
→ Read More: What I’m Reading: 7.6.2011
July 4th, 2011
Tags: HPQ, Linkfest, MSFT, RIMM. In no particular order:
What Would Ben Graham Do Now? (Jeffrey Towson via Amazon) Stay tuned for my review sometime this month. Pied Piper of Kynikos proves persuasive: Investors Piling into Bet Against China (Fortune) James Monter: An Ode to the Joy of Cash (GMO White Paper) Private Equity may lay siege to Hewlett-Packard (NYSE: HPQ) (PEHub) (Disclosure: Long HPQ) Microsoft (NASDAQ: MSFT) and RIM (NASDAQ: RIMM) lead group in buying Nortel patents (Bloomberg) (Disclosure: . . .
→ Read More: What I’m Reading: 7.4.2011
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