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  • A Letter To Gencor Industries' Board Of Directors [View article]
    I've also written the company. At the very least, an aggressive buy-back program will help all shareholders in it for the long haul. The company could shrink it's float by one-third with a tender offer at $12.00. OTOH, if they try and take the company private at some ridiculous price, they will be paying attorneys for the next 5-6 years to settle the shareholder lawsuits. A voluntary tender is the way to go.
    Jul 1, 2014. 03:17 PM | Likes Like |Link to Comment
  • Steel Partners Holdings L.P., A Small Conglomerate Undervalued By At Least 38% [View article]
    Are you sure that Lichtenstein only gets a management fee? It used to be a hedge fund, so I wouldn't be shocked if there's also a performance fee hidden away in there.....
    Jul 18, 2013. 03:18 PM | Likes Like |Link to Comment
  • Focus Funds: Does Concentration of Risk Improve Returns? [View article]
    A two year study with 22 funds? Are you seriously claiming that has any statistical significance at all?
    May 12, 2013. 09:33 PM | Likes Like |Link to Comment
  • Core Molding Technologies: Valuation And Analysis [View article]
    Any updates on CMT? Third quarter was disappointing......
    Dec 17, 2012. 01:00 PM | Likes Like |Link to Comment
  • Francis Chou's Fund Takes A Bath On Overstock Holdings [View article]
    Chou us not looking too bad now. OSTK has been on fire.
    Nov 18, 2012. 11:06 AM | Likes Like |Link to Comment
  • Can They Spare A Penny A Click For International Coverage? [View instapost]
    I'll add my name to the chorus here of people that value potentially actionable articles on frontier markets. These markets will likely show the biggest (and unfortunately, most volatile) gains over the next decade or two. Unbiased information on these markets is very difficult to get and is a potential way for SA to distinguish itself from the competition and attract and keep new readers which should lead to more revenue for SA. This is a win-win SA. Do yourself a favor and support Jon by allowing him to monetize his work product. There must be a way.
    Nov 15, 2012. 09:11 AM | 5 Likes Like |Link to Comment
  • Is It Time To Take A Look At Cooper Tire & Rubber? [View article]
    Excellent timing!!
    Oct 11, 2012. 09:28 AM | Likes Like |Link to Comment
  • America's 'Energy Policy': It's Still All About Oil [View article]
    Michael, Warren Mosler just referenced your 1996 WAPO article. Great stuff. Conservatives need to deal with the coming acceptance of MMT. If they are not out in front on this issue, it will become a reason to accept every hare-brained scheme liberals come up with. Please update your thinking on this.
    Sep 7, 2012. 12:37 PM | Likes Like |Link to Comment
  • 5 Small-Caps Trading Near Highs Undervalued By EPS Trends [View article]
    It's obvious these folks don't bother screening these companies at all or they'd note that PSS has agreed to merge.
    Jul 2, 2012. 03:50 PM | Likes Like |Link to Comment
  • Buy And Hold Isn't Dead: 5 Stock Picks For The Long Run [View article]
    You state BH is cheap but provide no metrics to back this up.
    Jun 26, 2012. 02:18 PM | Likes Like |Link to Comment
  • Oversold? [View article]
    FWIW, it should be noted that Francis Chou who was buying OSTK hand over fist for a couple of years has not bought a single share since early January. His funds own well over 10% of the shares. If he starts to sell, look out below and he may have little choice as his performance has been miserable for a while and fund redemptions are probably inevitable.
    Jun 26, 2012. 11:42 AM | Likes Like |Link to Comment
  • How To See Dramatic Gains In Harbinger Group [View article]

    I hope you bought some shares as HRG is galloping higher today....
    Jun 11, 2012. 03:44 PM | Likes Like |Link to Comment
  • A Unique Class Of Preferreds: The Perfect Income Security? [View article]
    Is there a certain spread that would probably trigger a redemption and which long term rates would one base this on? Certainly long term rates on many instruments are below the close to 6% these CEFs are paying.
    May 28, 2012. 02:42 PM | Likes Like |Link to Comment
  • A Unique Class Of Preferreds: The Perfect Income Security? [View article]

    It's not clear to me why these CEFs are willing to pay close to 6% when as you said, if you open an account at Interactive Brokers, the margin rate is under 2%. It would seem like calling these would be a slam dunk, but I must be missing something or they would have all been called by now.
    May 26, 2012. 05:45 PM | Likes Like |Link to Comment
  • A Unique Class Of Preferreds: The Perfect Income Security? [View article]
    I looked up prices going back to 2008/2009 and it looks like they were hit pretty hard, some of them going down about 25%. Granted that's less than the market was hit, but still some signifcant volatility.
    May 26, 2012. 05:36 PM | Likes Like |Link to Comment