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GTSI Corporation – a tale of public sector
GTSI is a reseller of microcomputer and workstation hardware, software, and networking products to the U.S. government. The company sells to all departments and agencies of the government, most state...
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What is the ADDvantage in technologies?
Today I’m looking at a technology stock. I try to avoid them as much as possible. I do not always understand the technologies employed nor the competition active or sleeping. Investing in a technology...
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Canadian Helicopters Group – CHL-A
Recently a friend (EmpCod) reported in the french forum EntrepreneurBoursier that Canadian Helicopters could be a good value opportunity. This value investor worked closely with me in the past and had...
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Urbana shareholders vs Tom Caldwell CEO!
Quote from barelkarsan.com… While CEO Tom Caldwell did take the time to write a thoughtful response, shareholders should be mostly disappointed with its essence. Caldwell makes it clear that he doesn’t...
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Fortress paper q3-2011
As you all probably know by now, I’m a huge fan of Chad and his Fortress Paper company. My judgment may, well is, biased. Anyhow, I’ll try to analyze Q3 report objectively. Security In this Q3 I was...
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Jewett Cameron – simple business, clear results
Since I started writing articles on this site, some stocks traveled with me along the way. Some came in my “pretorian tent” and stayed in. Some just passed by. Three of the elite stocks that came under...
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Jewett Cameron – major share repurchase on going…
I thought JCTCF was using its cash properly by buying back their shares. I knew they were active in share repurchases but never compiled them as I did today. Quarter Buyback Total shares % of total Q4...
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Sandstorm – streaming cash!
[edited march 8 2012 regarding taxation country] First of all, I must give credits to Ryan O’Connor from AboveAverageOdds investing for this wonderful idea. If you are not an RSS Feed member of...
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eggxtraordinary? Cal-Maine Food edition.
It’s been a long summer. No analysis, no investment but a rocky september. I’ve liquidated a long investment of mine, Jewett-Cameron, due to a big run-up in price. I’ve now freed cash (30% of...
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Assurant (AIZ)
It is my second time trying to valuate an insurance company. As this blogs relates my expedition in value investment, I’ll try to write down my thoughts in valuating an insurance company. This...
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