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Ben Homan

 
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  • CTC Media - Textbook Contrarian Play
       • Thu, May. 8 CTCM 9 Comments

    Summary

    • Investors have overreacted negatively to all things Russian.
    • CTCM Reproduction Value is significantly more than carried Book Value.
    • CTCM has a strong balance sheet, 7% yield, and a solid competitive position despite current environment.
  • Erickson Air-Crane: Big Risk, Big Reward
    Jun. 30, 2013 EAC 7 Comments
  • Exelis - Dividend Payer With 30% Upside
       • Jun. 19, 2013 XLS 10 Comments