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Toby Shute  

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  • Atlas Financial: This Commercial Auto Insurer Is Just Getting Revved Up
     • Yesterday, 6:45 PM AFH 1 Comment

    Summary

    • Atlas Financial trades at an above-market multiple and at all-time highs.
    • Those factors are irrelevant to the only consideration that matters in investing: What am I paying, and what do I get?
    • At $18, AFH is cheap and plenty of upside remains.
  • Bad News Is Good News For Tetra Tech
    Aug. 1, 2014 TTEK 20 Comments

    Summary

    • Tetra Tech shares are off sharply following an earnings miss, driven by the company's least reliable and lowest-margin Remediation and Construction Management segment.
    • Management has initiated a strategic and operational evaluation of this business, which could range from selling off certain non-core projects to shuttering the entire segment.
    • Near-term action on this problem segment will improve the overall profile of the business beginning in FY2015. This is likely to drive a revaluation of the shares.
  • Make Money From Mr. Market's Mercurial Moods
    Jul. 11, 2014 MSCI, WU, DXPE 2 Comments

    Summary

    • The day's top % decliners on major exchanges can be a fertile hunting ground for mispricings.
    • Competition in this area is lower compared to some popular "special situations" strategies that have gotten crowded.
    • Buying big decliners at random will not produce reliable profits, making the approach inappropriate for novice investors or simple mechanical strategies. Diligence and sound judgment are required.
  • A Spin-Off That Went Sour
    Feb. 14, 2011 PDE, HERO, ESV 3 Comments
  • Chesapeake's Moves Bolster Its Credibility
    Feb. 8, 2011 CHK 5 Comments
  • Ensco, Pride Merger: A Match Made in Heaven
    Feb. 8, 2011 PDE, ESV 3 Comments
  • Suncor's Getting Back on Track
    Feb. 4, 2011 SU 2 Comments
  • Anadarko Petroleum's Remarkable Rebound
    Feb. 3, 2011 APC 3 Comments
  • Samson Oil & Gas Stock's Gotten Ahead of Itself
    Feb. 2, 2011 SSN 8 Comments
  • Deepwater Rig Building Boom: Competition May Leave Casualties
    Feb. 1, 2011 ATW, SDRL, DO 3 Comments
  • Chesapeake Produces Another Promising Partnership, This Time With CNOOC
    Jan. 31, 2011 CHK, CEO, WMB 1 Comment
  • Helmerich & Payne Shows Why It's Good to Be a Land Driller
    Jan. 31, 2011 HP 2 Comments
  • World Running Out of Oil? Fact Checking Jim Rogers
    Jan. 27, 2011 OIL, USO, DBO 94 Comments
  • Hyperdynamics Takes a Hyperdive; A Lesson in Intelligent Speculation
    Jan. 27, 2011 HDY 3 Comments
  • Eagle Ford Shale: Breaking It Down
    Jan. 25, 2011 EOG, GDP, CRZO 9 Comments
  • Despite Gulf Woes, Offshore Driller Stocks Have Upside Potential
    Jan. 20, 2011 RIG, DO, PDE 10 Comments
  • What's Behind Samson's Spike?
    Jan. 19, 2011 SSN 5 Comments
  • Stop Hyperventilating Over Hyperdynamics
    Jan. 16, 2011 HDY 10 Comments
  • Opportunities in Oil and Gas: Look for Ugly Businesses, Orphaned Stocks, And Unloved Spin-Offs
    Jan. 14, 2011 CIE, MRO, ATPAQ 2 Comments
  • E&P Stocks: What a Difference a Well Makes
    Jan. 12, 2011 PARR, WMB, KOG 3 Comments
  • An Acquisition Frenzy in Apparel
    Jan. 7, 2011 OXM, PERY, JCG Comment!
  • Chesapeake Hedges Nearly All Expected 2011 Gas Production to Reduce Debt
    Jan. 7, 2011 RRC, CHK, CEO 7 Comments
  • Range Resources Looks Promising for 2011
    Dec. 30, 2010 RRC 5 Comments
  • ATP Oil & Gas: Where I Went Wrong
    Dec. 30, 2010 ATPAQ 5 Comments
  • Why Is Petrohawk Selling So Much Stuff?
    Dec. 29, 2010 HK, KMP 6 Comments
  • Chesapeake in the Crosshairs
    Dec. 22, 2010 CHK Comment!
  • 3 International Energy Deals Kick Off the Week
    Dec. 21, 2010 TOT, SU, SSL 3 Comments
  • 4 Bold Energy Predictions for 2011
    Dec. 17, 2010 SHAW, MCF, SWN 8 Comments
  • Carl Icahn: This Corporate Raider Hasn't Lost His Touch
    Dec. 16, 2010 DYN, NRG, BX 1 Comment
  • Oil Containment Equipment in the Spotlight Is Good News for Helix Shareholders
    Dec. 16, 2010 XOM, COP, HLX Comment!
  • 101 Reasons Today's Market Appears Overheated
    Dec. 15, 2010 NG, HUSA, RWM 4 Comments
  • How the Heck Did I Miss This 10-Bagger?
    Dec. 14, 2010 NFLX, CMG, OPEN 9 Comments