Seeking Alpha

Kevin J. Holloway

 
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  • Some Thoughts On Markel's Intrinsic Value [View article]
    you are thinking too much
    Dec 3, 2014. 09:08 PM | Likes Like |Link to Comment
  • Stanley Furniture: Inching Closer To A Turnaround [View article]
    Microcap- agree with your scenario breakdown. The good news is in scenario C we can monitor the cash burn and get out if mgmt doesn't follow thru. As far as a buyout goes I'm curious if anyone is/was interested in Stanley. There's no doubt they could make it instantly profitable. Maybe too small to move the dial? Idk. Good risk/reward like the author says in STLY.
    Oct 18, 2014. 09:12 AM | Likes Like |Link to Comment
  • Barnes & Noble: Misunderstood Turnaround And Potential Breakup Play Has Up To 80% Upside [View article]
    Good stuff, I bought a small position at $15 and trying to buy more under $20. The bottom line is the retail stores are profitable and extremely cheap. Yes the biz is declining, but that doesn't mean there isn't value here. Upside is spinoff and mgmt adapting the retail stores. I still go to B&N and many of my friends wifes take the kids. Cheap.
    Oct 9, 2014. 10:27 AM | Likes Like |Link to Comment
  • Will Fiat's Wacky Commercials Pay Off? [View article]
    I've owned FIATY shares since they were at $5 and I can tell you one thing… Commercials for the FIAT brand did not enter into the equation. And they won't now. In fact the FIAT brand in general had almost no part of the analysis.
    Jul 9, 2014. 09:35 PM | 3 Likes Like |Link to Comment
  • UCP, LLC's Lot Portfolio Is Worth 84% Of Its Enterprise Value, Giving Shareholders Homebuilding Exposure At A Discount [View article]
    Great piece. Well done… own it and agree with your evaluation.
    Jul 4, 2014. 01:28 PM | Likes Like |Link to Comment
  • Fiat Chrysler: Wishful Thinking Or Deep Value? [View article]
    Good article and well balanced. Thanks.
    May 26, 2014. 09:38 AM | Likes Like |Link to Comment
  • PetSmart Due Diligence [View article]
    Some good scuttlebutt right there. Thanks.
    May 24, 2014. 11:41 AM | Likes Like |Link to Comment
  • Transformation Play; Value Micro Cap Near Its 10 Year Low [View article]
    Have a small position in STLY. All the comments are pretty much right on. Management is definitely not the best. They said in the most recent call that they expect to have margins in line with other case good companies. A caller asked what the margin was for case good co's and they couldn't answer. That did not give me confidence.

    But the stock is incredibly cheap and good things happen to cheap stocks. No debt, cash and supposedly a profitable line ex young america.

    I'd like to have more conviction as well. These next couple quarters will hopefully answer our questions. Keeping an eye on cash burn.
    May 15, 2014. 09:07 PM | Likes Like |Link to Comment
  • Don't Judge Berkshire Hathaway By Its Book Value Cover [View article]
    There's no way the author was a portfolio manager. No. way.
    Mar 12, 2014. 08:01 PM | 3 Likes Like |Link to Comment
  • Big Return Investing: Excellent Companies With Fixable Problems [View article]
    Couldn't agree more Tim. Many of the companies I own are profitable companies that became out of favor for one reason or another.
    Jun 15, 2012. 11:11 AM | 3 Likes Like |Link to Comment
  • Berkshire Hathaway: Determining Intrinsic Value [View article]
    @Harcorevalue... just saw your post. Said the same thing below. No way he'd buy back stock, which he rarely does, at a 10 or 20% discount to IV.
    Mar 2, 2012. 09:22 AM | 1 Like Like |Link to Comment
  • Berkshire Hathaway: Determining Intrinsic Value [View article]
    I don't think Buffett would be buying back at 1.1 book value if he thought it was only a 10% or 20% discount to intrinsic value. 25% and up sounds like the MOS he would be looking for.

    Also, insurance in general has been hurt pretty badly over the last few years. Insurance is cheap, should do better of the next 5 years than the last. I think when the sentiment towards insurance stocks turns positive we'll see a reflection in BRK stock price.
    Mar 2, 2012. 09:21 AM | Likes Like |Link to Comment
  • Innovation Made Possible By 3 New Technologies From Corning [View article]
    Long GLW as well. Watching the Investor Meeting I come away impressed with their level of innovation. Here's the video they showed...

    Cool Stuff.

    http://bit.ly/eNQxRD
    Feb 3, 2012. 11:13 AM | Likes Like |Link to Comment
  • Ignore The P/E: Corning Is Still A Value Trap [View article]
    A very balanced opinion... we probably agree on this more than disagree. I can't say with certainty that everything is baked in.

    I still like Corning as a long term holding, but yes there are better value plays than GLW right now. It's probably best to wait and see.
    Feb 1, 2012. 04:11 PM | Likes Like |Link to Comment
  • The Case For Corning: Confusion Creates Buying Opportunity For This Unloved Equity [View article]
    13% payout
    Jan 31, 2012. 12:25 PM | Likes Like |Link to Comment
COMMENTS STATS
27 Comments
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