Seeking Alpha

Mark Krieger

 
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  • Bridgford Foods: An Obscure Name With Nice Potential
    Wed, Oct. 8 BRID 15 Comments

    Summary

    • Rise of commodity costs (flour and meat) have temporarily grounded the shares.
    • Management owns 81% of the shares; could offer to take it private.
    • Sales momentum with Wal-Mart is intensifying.
    • The closing of its Deli division will benefit the bottom line.
  • Luby's: Down, But Certainly Not Out
     • Fri, Oct. 3 LUB 14 Comments

    Summary

    • Insider acquires 20,000 shares in open market purchase.
    • Fourth-quarter earnings could offer an upside surprise.
    • Vast real estate holdings and low market cap make it a prime acquisition target by Private Equity.
    • It is time to load your plate heavy with shares while the price is still down.
  • Fuel Systems Solutions: "Death Spiral Could Be Near An End"
    Thu, Oct. 2 FSYS 19 Comments

    Summary

    • Activist Investor Becker Drapkin bets big.
    • Insanely low valuation makes company a vulnerable takeover target.
    • Cash holdings approaching market cap.
    • Record short interest coupled with tiny float could trigger a epic short squeeze.
  • The Dirt Cheap Value Portfolio: Exhibiting High Relative Strength
    Sun, Aug. 24 BRID, FSYS, JBLU 16 Comments

    Summary

    • Activist investor Becker Drapkin Management plans to take action to rectify Fuel Systems Solutions' undervaluation, which could ignite M&A activity.
    • Famed value investor Mario Gabelli continues his buying spree in Pep Boys.
    • Jet Blue Airways skyrockets 17% and garners another upgrade.
  • The Dirt-Cheap Value Portfolio: 'A Tortoise Verses The Hare Scenario'
    Mon, Jul. 14 BRID, FSYS, JBLU 17 Comments

    Summary

    • The DCVP once again handily outperforms averages.
    • Luby's rallies despite being eliminated from the Russell 2000 index.
    • FSYS introduces new brake line that could add $10 million in revenues.
  • The Dirt Cheap Value Portfolio: Still A Bargain Despite Recent Gains
    Sun, Jun. 8 BRID, FSYS, JBLU 32 Comments

    Summary

    • JBLU's tremendous run shows no sign of slowing.
    • The "DCVP" performed at nearly twice the rate of the Dow.
    • PBY's 1st quarter results should provide buying opportunity.
    • LUB is already priced for a weak 3rd quarter report, and high short interest is a rally catalyst.
  • The Dirt Cheap Value Portfolio: Buying The Dip Is Hard To Do
    Mon, Apr. 28 BRID, FSYS, JBLU 4 Comments

    Summary

    • Pep Boys falls hard on low tire pricing.
    • JBLU's pilots vote to go union, grounds shares.
    • Ramius Capital previous proxy fight with Luby's could re-emerge with a new player.
    • The DCVP drops into free fall mode, despite a 2% DJIA rise.
  • The Dirt Cheap Value Portfolio: A Rare Bloodletting Offers A Buying Opportunity
    Mon, Apr. 14 BRID, FSYS, JBLU 10 Comments

    Summary

    • The DCVP exhibited poor relative strength by falling heavily, compared to the Dow Jones Industrial Average.
    • A large purchase by a Luby's insider prompts a target price hike.
    • A horrible month in the DCVP creates a decent buying opportunity.
  • The Dirt Cheap Value Portfolio: Offering Safety And Reward
    Sun, Mar. 16 BRID, DMND, FSYS 19 Comments

    Summary

    • FSYS's recent implosion makes its bargain metrics even more compelling.
    • The safety oriented "DCVP" outperforms the DJIA again.
    • Diamond Foods' meteoric rise leaves it too pricey for continued inclusion.
  • Luby's: Change Necessary To Unlock Shareholder Value
    Mon, Mar. 3 LUB 71 Comments
  • Fuel Systems Solutions: 'Be Greedy When Others Are Fearful'
    Sun, Feb. 9 FSYS 124 Comments
  • Fuel Systems Solutions: Extreme Punishment Unjustified
       • Nov. 10, 2013 FSYS 45 Comments
  • The Dirt Cheap Value Portfolio Is On The Juice
    Oct. 21, 2013 BRID, DMND, FARM 19 Comments
  • A Pair Of Mouthwatering Shorts
    Jul. 4, 2013 AMZN, CMG, LNKD 19 Comments
  • Two Stocks With Takeover Written All Over Them
    Jul. 1, 2013 FARM, FSYS, WPRT 35 Comments
  • Three Food Stocks That Are Definitely Worth A Look
    Jun. 26, 2013 BRID, JVA, SWY 19 Comments
  • Coffee Holding Co.: Wake Up And Smell The Java
    Apr. 14, 2013 JVA 92 Comments
  • Fuel Systems Solutions: 'Mr. Market Is Asleep At The Wheel'
    Feb. 25, 2013 FSYS 119 Comments
  • The Dirt Cheap Value Portfolio: More Bang For The Buck
    Feb. 19, 2013 DMND, JBLU, LUB 20 Comments
  • Farmer Brothers: A Very Strong Brew
    Jan. 6, 2013 FARM 193 Comments
  • The Dirt Cheap Value Portfolio: Fiscal Cliff Protection At Its Best
    Dec. 31, 2012 AZO, DMND, FSYS 35 Comments
  • The Dirt Cheap Value Portfolio: 'Quality Rather Than Quantity'
    Dec. 17, 2012 CLNE, DMND, FSYS 19 Comments
  • 3 Stocks Too Cheap To Pass Up
    Nov. 16, 2012 FARM, FSYS, LUB 100 Comments
  • Farmer Brothers: Fill It To The Rim Ahead Of First Quarter Results
    Oct. 22, 2012 FARM 32 Comments
  • The Juiciest Shorts Of All Time?
    Sep. 16, 2012 AMZN, CRM, LNKD 34 Comments
  • Farmer Brothers: Good Things Happen To Those Who Wait
    Sep. 12, 2012 FARM 22 Comments
  • Farmer Brothers: Is The Coffee Too Hot, Or Just Right?
    Aug. 14, 2012 FARM 48 Comments
  • Facebook Vs. LinkedIn: Buy The Bargain, Sell The Bubble
    Aug. 5, 2012 LNKD, FB 17 Comments
  • Capitalizing On Supervalu's Demise In The Supermarket Sector
    Jul. 16, 2012 WFM, SWY, WMT 16 Comments
  • Diamond Foods: A Diamond In The Rough Or Cubic Zirconium?
    Jul. 2, 2012 DMND 36 Comments
  • Pep Boys: One Man's Loss Is Another Man's Gain
    May. 31, 2012 PBY 22 Comments
  • 5 Simple Rules That Make Bargain Hunting Easier
    May. 29, 2012 FARM, FSYS, JBLU 8 Comments