Seeking Alpha

Jim Mullin

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • Schweitzer-Mauduit: Stock Price Has Yet To Recover From Acquisition
     • Tue, Jul. 29 SWM Comment!

    Summary

    • Schweitzer-Mauduit’s stock price has moved significantly lower over the past several months.
    • Current developments could potentially lead to earnings growth down the line.
    • The company does a good job of returning money to shareholders.
  • Alliance One International: A Seldom Discussed Tobacco Company
     • Sat, Jul. 26 AOI 4 Comments

    Summary

    • Alliance One International is one of the two major tobacco leaf merchants.
    • It would seem that debt and recent unprofitability are keeping investors away.
    • While there are risks involved, if the company can take steps in the right direction, there is considerable upside potential.
  • Francesca's: An Expanding Retailer Down Roughly 50% In The Past Year
       • Sat, Jul. 12 FRAN 11 Comments

    Summary

    • Francesca’s sales have quadrupled over the past five years.
    • The company plans to add hundreds of new locations over the next seven years.
    • In the past year, share price has precipitously declined, due in part to negative same store sales.
  • If You Believe In A Growing Future For Farming, Take A Look At AGCO
       • Tue, Jul. 8 AGCO 7 Comments

    Summary

    • AGCO has grown revenues and improved margins over the past few years.
    • The company has plenty of room to expand outside of Europe and the Americas.
    • Rising demand for food production should help manufacturers of agricultural equipment.
  • America's Car Mart: A Quality Company Facing A Tough Environment
       • Thu, Jun. 26 CRMT 5 Comments

    Summary

    • America’s Car Mart has grown substantially over the past several years.
    • Recently, the company has been under pressure from competitors with lower lending standards.
    • Due to its focus on quality and customer success, America’s Car Mart should be able to weather the storm.
  • Wi-Lan: Positive Announcements Receive Negative Reaction
       • Fri, May. 30 WILN 9 Comments

    Summary

    • In 2013, Wi-Lan announced it was embarking on a strategic review to determine the future of the company.
    • Wi-Lan has made some major changes to its business in an effort to increase revenue, raise operating leverage, and return more money to shareholders.
    • Despite many promising changes, the share price fell following the company's announcement.
  • Universal Corporation: The Future Seems Bright
       • Fri, May. 9 UVV 4 Comments

    Summary

    • Universal Corporation reported a significant decline in segment income in August 2013.
    • Recent earnings have recovered from this decline and management believes that Universal Corporation’s earnings will increase going forward.
    • Universal Corporation has a solid balance sheet, new products on the horizon, and they have increased their annual dividend for the past 40 years.
  • Ennis Inc.: Business Is Better Than It Seems
       • Sat, May. 3 EBF Comment!

    Summary

    • Shares of Ennis have declined since their most recent earnings announcement.
    • Earnings were significantly lower than in previous quarters, but this was due to a considerable impairment charge.
    • Going forward, the company’s earnings should normalize as impairment charges are typically few and far between.
  • WiLan: Could Q4's Profits Be The Start Of A Turnaround?
       • Fri, Feb. 7 WILN 10 Comments