Value Investor Insight - Seeking Alpha 'Value Investor Insight' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/value-investor-insight Uncovering Value in Heartland Payment Systems http://seekingalpha.com/article/161331-uncovering-value-in-heartland-payment-systems?source=feed 161331 In a recent edition of Value Investor Insight, Andrew Jones of North Star Partners explained why he sees unrecognized value in Heartland Payment Systems (HPY). Key excerpts follow:

Does transaction-processor Heartland Payment Systems [HPY] fall into the “busted growth stock” category?

]]> Tue, 15 Sep 2009 06:15:00 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Andrew Jones of North Star Partners explained why he sees unrecognized value in Heartland Payment Systems (HPY). Key excerpts follow:

Does transaction-processor Heartland Payment Systems [HPY] fall into the “busted growth stock” category?


Complete Story »]]> HPY Value Investor Insight Why Insteel Industries Is a Steal http://seekingalpha.com/article/161329-why-insteel-industries-is-a-steal?source=feed 161329 In a recent edition of Value Investor Insight, Paradigm Capital's Candace Weir described why she believes Insteel Industries (IIIN) is mispriced. Key excerpts follow:

Is your bet on rebar manufacturer Insteel [IIIN] an even more cyclical bet?

]]> Mon, 14 Sep 2009 05:15:03 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Paradigm Capital's Candace Weir described why she believes Insteel Industries (IIIN) is mispriced. Key excerpts follow:

Is your bet on rebar manufacturer Insteel [IIIN] an even more cyclical bet?


Complete Story »]]> IIIN Value Investor Insight American Dairy: Seeing Unrecognizable Value http://seekingalpha.com/article/156367-american-dairy-seeing-unrecognizable-value?source=feed 156367 In a recent edition of Value Investor Insight, Jim Shircliff of River Road Asset Management explained why he sees unrecognizable value in American Dairy (ADY). Key excerpts follow:

Turning to some specific ideas, describe the investment case for the misleadingly named American Dairy [ADY].

]]> Mon, 17 Aug 2009 10:18:00 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Jim Shircliff of River Road Asset Management explained why he sees unrecognizable value in American Dairy (ADY). Key excerpts follow:

Turning to some specific ideas, describe the investment case for the misleadingly named American Dairy [ADY].


Complete Story »]]> ADY Value Investor Insight Why Vodafone Is Mispriced http://seekingalpha.com/article/156366-why-vodafone-is-mispriced?source=feed 156366 In a recent edition of Value Investor Insight, Ivory Capital's Curtis Macnguyen (pictured right) - with colleague Neil Chudgar - described why he believes Vodafone (VOD) is mispriced. Key excerpts follow:

Walk through your specific equity investment case for Vodafone.

]]> Sun, 16 Aug 2009 10:18:40 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Ivory Capital's Curtis Macnguyen (pictured right) - with colleague Neil Chudgar - described why he believes Vodafone (VOD) is mispriced. Key excerpts follow:

Walk through your specific equity investment case for Vodafone.


Complete Story »]]> VOD VZ Value Investor Insight Marty Whitman: Looking for Trouble http://seekingalpha.com/article/149267-marty-whitman-looking-for-trouble?source=feed 149267 Value investors spend considerable time trying to distinguish between temporary and permanent company problems. Few investors are more qualified to provide insight on that particular subject than Third Avenue’s Marty Whitman.

Having figuratively “written the book” on investing in troubled companies, Whitman has now literally done so with the publication of Distress Investing: Principles and Technique, written with colleague Fernando Diz, an associate professor of finance at Syracuse University’s Whitman School of Management.

]]> Fri, 17 Jul 2009 08:31:00 -0400 Value Investor Insight Value investors spend considerable time trying to distinguish between temporary and permanent company problems. Few investors are more qualified to provide insight on that particular subject than Third Avenue’s Marty Whitman.

Having figuratively “written the book” on investing in troubled companies, Whitman has now literally done so with the publication of Distress Investing: Principles and Technique, written with colleague Fernando Diz, an associate professor of finance at Syracuse University’s Whitman School of Management.


Complete Story »]]> FCE MBI TM Value Investor Insight Cintas: What the Market Is Missing http://seekingalpha.com/article/149264-cintas-what-the-market-is-missing?source=feed 149264 In a recent edition of Value Investor Insight, First Eagle Funds' Matthew McLennan and Abhay Deshpande described why they think Cintas Corp. (CTAS) is mispriced. Key excerpts follow.

You described Cintas [CTAS] recently as a quintessential First Eagle idea. Why?

]]> Thu, 16 Jul 2009 12:31:01 -0400 Value Investor Insight In a recent edition of Value Investor Insight, First Eagle Funds' Matthew McLennan and Abhay Deshpande described why they think Cintas Corp. (CTAS) is mispriced. Key excerpts follow.

You described Cintas [CTAS] recently as a quintessential First Eagle idea. Why?


Complete Story »]]> CTAS Value Investor Insight Why We're Short Haverty Furniture http://seekingalpha.com/article/143216-why-we-re-short-haverty-furniture?source=feed 143216 In a recent edition of Value Investor Insight, Wil Harkey of Nantahala Capital explained why his firm is short Haverty Furniture (HVT). Key excerpts follow:

Turning to a short idea, what’s the bear case for Haverty Furniture [HVT]?

]]> Tue, 16 Jun 2009 07:37:00 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Wil Harkey of Nantahala Capital explained why his firm is short Haverty Furniture (HVT). Key excerpts follow:

Turning to a short idea, what’s the bear case for Haverty Furniture [HVT]?


Complete Story »]]> HVT Value Investor Insight Why Bank of New York Mellon Is Mispriced http://seekingalpha.com/article/143214-why-bank-of-new-york-mellon-is-mispriced?source=feed 143214 In a recent edition of Value Investor Insight, Artisan Partners' Dan O'Keefe explained why he thinks Bank of New York Mellon (BK) is mispriced. Key excerpts follow:

After shunning financials for some time, what attracts you to Bank of New York Mellon [BK]?

]]> Mon, 15 Jun 2009 07:35:20 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Artisan Partners' Dan O'Keefe explained why he thinks Bank of New York Mellon (BK) is mispriced. Key excerpts follow:

After shunning financials for some time, what attracts you to Bank of New York Mellon [BK]?


Complete Story »]]> BK Value Investor Insight Why QAD Is Mispriced http://seekingalpha.com/article/137690-why-qad-is-mispriced?source=feed 137690 In a recent edition of Value Investor Insight, Jim Roumell of Roumell Asset Management described why he believes QAD (QADI) is misrpriced. Key excerpts follow:

Walk us through some examples, starting with enterprise software company QAD, Inc. [QADI].

]]> Fri, 15 May 2009 09:19:00 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Jim Roumell of Roumell Asset Management described why he believes QAD (QADI) is misrpriced. Key excerpts follow:

Walk us through some examples, starting with enterprise software company QAD, Inc. [QADI].


Complete Story »]]> QADI Value Investor Insight Ecolab: Expecting Long-Term Earnings Growth http://seekingalpha.com/article/137687-ecolab-expecting-long-term-earnings-growth?source=feed 137687 In a recent edition of Value Investor Insight, Mark Henneman of Mairs and Power, Inc. described what he thinks the market is missing in Ecolab (ECL). Key excerpts follow:

Explain your interest in fellow Twin Cities’ denizen Ecolab.

]]> Thu, 14 May 2009 09:19:55 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Mark Henneman of Mairs and Power, Inc. described what he thinks the market is missing in Ecolab (ECL). Key excerpts follow:

Explain your interest in fellow Twin Cities’ denizen Ecolab.


Complete Story »]]> ECL Value Investor Insight Why Wal-Mart Is Still an Attractive Investment http://seekingalpha.com/article/131383-why-wal-mart-is-still-an-attractive-investment?source=feed 131383 In a recent edition of Value Investor Insight, Ralph Shive and Mike Shinnick of Wasatch Advisors explained what they think the market is missing in Wal-Mart (WMT).

Wal-Mart [WMT] has been a relative market winner over the past year. Why do you think it’s still attractive?

]]> Fri, 17 Apr 2009 03:33:45 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Ralph Shive and Mike Shinnick of Wasatch Advisors explained what they think the market is missing in Wal-Mart (WMT).

Wal-Mart [WMT] has been a relative market winner over the past year. Why do you think it’s still attractive?


Complete Story »]]> WMT Value Investor Insight Seeing Value in NII Holdings' Debt http://seekingalpha.com/article/131168-seeing-value-in-nii-holdings-debt?source=feed 131168 In a recent edition of Value Investor Insight, Jason Brady described why he's finding opportunity in NII Holdings' (NIHD) debt.

How about an idea that might get our equity-focused readers a bit more worked up?

]]> Thu, 16 Apr 2009 06:29:59 -0400 Value Investor Insight In a recent edition of Value Investor Insight, Jason Brady described why he's finding opportunity in NII Holdings' (NIHD) debt.

How about an idea that might get our equity-focused readers a bit more worked up?


Complete Story »]]> NIHD Value Investor Insight The Long Case for Pfizer http://seekingalpha.com/article/120659-the-long-case-for-pfizer?source=feed 120659 In the January 31 edition of Value Investor Insight, Fairholme Capital's Bruce Berkowitz described why he sees value in Pfizer (PFE):

Your largest holding, Pfizer [PFE], has certainly been in the news of late. Has that impacted your positive view at all?

]]> Mon, 16 Feb 2009 03:26:45 -0500 Value Investor Insight In the January 31 edition of Value Investor Insight, Fairholme Capital's Bruce Berkowitz described why he sees value in Pfizer (PFE):

Your largest holding, Pfizer [PFE], has certainly been in the news of late. Has that impacted your positive view at all?


Complete Story »]]> PFE WYE Value Investor Insight Potential Upside in Energy-Related MLPs http://seekingalpha.com/article/120655-potential-upside-in-energy-related-mlps?source=feed 120655 In the January 31 edition of Value Investor Insight, VNBTrust's Timothy Mullen explained why he sees opportunity in energy-related MLPs. Key excerpts follow:

Describe the general opportunity you’re seeing in energy-related master limited partnerships.

]]> Sun, 15 Feb 2009 06:44:47 -0500 Value Investor Insight In the January 31 edition of Value Investor Insight, VNBTrust's Timothy Mullen explained why he sees opportunity in energy-related MLPs. Key excerpts follow:

Describe the general opportunity you’re seeing in energy-related master limited partnerships.


Complete Story »]]> KMR TOO Value Investor Insight The Short Case for JPMorgan http://seekingalpha.com/article/115035-the-short-case-for-jpmorgan?source=feed 115035 In the December edition of Value Investor Insight, Soma Asset Management's Igor Lotsvin described how his portfolio is positioned for 2009. Key excerpts - explaining his bear case for JPMorgan Chase (JPM) - follow:

Describe the bearish case for one of your highest-conviction shorts, JPMorgan Chase [JPM].

]]> Sat, 17 Jan 2009 02:31:00 -0500 Value Investor Insight In the December edition of Value Investor Insight, Soma Asset Management's Igor Lotsvin described how his portfolio is positioned for 2009. Key excerpts - explaining his bear case for JPMorgan Chase (JPM) - follow:

Describe the bearish case for one of your highest-conviction shorts, JPMorgan Chase [JPM].


Complete Story »]]> JPM Value Investor Insight Bristow Group: Abounding Energy http://seekingalpha.com/article/115033-bristow-group-abounding-energy?source=feed 115033 In the December edition of Value Investor Insight, Third Avenue Management's Curtis Jensen described what he thinks the market is missing in Bristow Group (BRS):

Describe the investment thesis for another of your favorite energy-related holdings, Bristow Group [BRS].

]]> Fri, 16 Jan 2009 02:25:09 -0500 Value Investor Insight In the December edition of Value Investor Insight, Third Avenue Management's Curtis Jensen described what he thinks the market is missing in Bristow Group (BRS):

Describe the investment thesis for another of your favorite energy-related holdings, Bristow Group [BRS].


Complete Story »]]> BRS Value Investor Insight What Caused Berkshire's Freefall - And How Investors Can Benefit http://seekingalpha.com/article/108430-what-caused-berkshire-s-freefall-and-how-investors-can-benefit?source=feed 108430 The following is excerpted from a recent edition of Value Investor Insight:

We’ve seen a lot of crazy things in our investment careers, but we struggle to think of anything that tops Berkshire Hathaway’s (BRK.A) stock falling nearly 40% in two weeks and its credit-default swap spreads widening to junk levels based primarily on absurd rumors that the company faced huge losses and possibly a liquidity squeeze. The decline was painful, as Berkshire is among the largest positions in our funds, but we were delighted to have the opportunity to double our position when the share price fell below $80,000.

]]> Fri, 12 Dec 2008 05:48:00 -0500 Value Investor Insight The following is excerpted from a recent edition of Value Investor Insight:

We’ve seen a lot of crazy things in our investment careers, but we struggle to think of anything that tops Berkshire Hathaway’s (BRK.A) stock falling nearly 40% in two weeks and its credit-default swap spreads widening to junk levels based primarily on absurd rumors that the company faced huge losses and possibly a liquidity squeeze. The decline was painful, as Berkshire is among the largest positions in our funds, but we were delighted to have the opportunity to double our position when the share price fell below $80,000.


Complete Story »]]> BRK.A BRK.B Value Investor Insight Catching Up with International Speedway http://seekingalpha.com/article/108427-catching-up-with-international-speedway?source=feed 108427 In the November edition of Value Investor Insight, International Value Advisers' Charles de Vaulx, Charles de Lardemelle and Michael Malafronte explained why they believe International Speedway (ISPA) is mispriced. Key excerpts follow:

Apart from cyclicality, what tends to make the stocks you buy attractively priced?

]]> Thu, 11 Dec 2008 05:05:00 -0500 Value Investor Insight In the November edition of Value Investor Insight, International Value Advisers' Charles de Vaulx, Charles de Lardemelle and Michael Malafronte explained why they believe International Speedway (ISPA) is mispriced. Key excerpts follow:

Apart from cyclicality, what tends to make the stocks you buy attractively priced?


Complete Story »]]> ISCA Value Investor Insight The Long Case for Commercial Metals http://seekingalpha.com/article/105568-the-long-case-for-commercial-metals?source=feed 105568 In the October 31 edition of  Value Investor Insight, Thunderstorm Capital's John Dorfman explained why he sees mispriced value in Commercial Metals (CMC). Key excerpts follow:

What is the thesis behind one of your beaten-up cyclical holdings, Commercial Metals [CMC]?

]]> Fri, 28 Nov 2008 03:37:00 -0500 Value Investor Insight In the October 31 edition of  Value Investor Insight, Thunderstorm Capital's John Dorfman explained why he sees mispriced value in Commercial Metals (CMC). Key excerpts follow:

What is the thesis behind one of your beaten-up cyclical holdings, Commercial Metals [CMC]?


Complete Story »]]> CMC Value Investor Insight The Long Case for Allstate http://seekingalpha.com/article/105567-the-long-case-for-allstate?source=feed 105567 In the October 31 edition of  Value Investor Insight, Ed Maran of Thornburg Investment Management described why he sees unrecognized value in Allstate (ALL). Key excerpts follow:

Turning to some specific ideas, describe the investment case for Allstate.

]]> Fri, 21 Nov 2008 03:26:00 -0500 Value Investor Insight In the October 31 edition of  Value Investor Insight, Ed Maran of Thornburg Investment Management described why he sees unrecognized value in Allstate (ALL). Key excerpts follow:

Turning to some specific ideas, describe the investment case for Allstate.


Complete Story »]]> ALL Value Investor Insight