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MicroCapClub Radio Program Episode 6
This was our first live broadcast radio program.
microcapclub.com/2012/06/microcapclub-ra.../
The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $300m market cap). The MicroCapClub was created and founded by Ian Cassel as a way to share ideas and to learn from other seasoned like-minded micro cap investors. Our goal at MicroCapClub.com is quality membership and quality stock ideas. If you are an experienced micro cap investor, feel free to Apply today.
Disposition Case Study: Broadway And Seymour
In Part 1 of this series, I wrote about why investors should pay close attention to microcaps that choose to get smaller via dispositions. In this follow on article I will take you through a real world example of a company successfully choosing to get smaller and how investors (me included) benefited.
A micro-cap should strive to get bigger to benefit from economies of scale. When a microcap company chooses to get smaller, something unusual is happening. That something will benefit those who made the decision. Usually the decision maker is the company management themselves but sometimes a "persuasive" controlling shareholder will force the sale. It's unlikely a sale will benefit only shareholders without also benefitting the decision makers. If getting smaller didn't enrich the decision makers personally, why would they choose to get smaller in the first place? If you're an executive, you certainly don't improve your argument for a bigger salary by managing a smaller company. Now, if you're a new and still naive investor, you might argue that management would divest a subsidiary because that was in the best interest of shareholders. Managers do sometimes act in the best interest of shareholders; when it's in their own best interests too. Let's discuss briefly the concept of "agency costs."
Full Article: microcapclub.com/2012/06/disposition-cas.../
MicroCapClub Company Performance Analysis: May 2012
The month of May was quite bearish for the broader markets, with increased fears over the European debt crisis. The Dow Jones Industrial Average was down 6.2% closing the month at $12,393.45. The Russell MicroCap Index (IWC) was down 6.5% closing the month at $47.20
Full Article: microcapclub.com/2012/06/microcapclub-co.../