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  • Greystone Logistics Appears Poised For A Major Merger [View article]
    Great piece, and excellent investigative work
    Jun 17, 2014. 01:26 PM | 1 Like Like |Link to Comment
  • Substantial Upside As USA Truck's Turnaround Trucks On [View article]
    The "D" is obviously a very real expense.

    However, to keep their fleet young, the company is constantly selling their aged trucks to buy new ones and performing maintenance (the former is booked the cash from investing, the latter on the income statement), so I don't think the engine rebuild issue should be a problem.

    For what it's worth, when I estimate FCF, I take depreciation and increase by 5% and take that out of EBITDA.
    May 25, 2014. 01:26 PM | Likes Like |Link to Comment
  • Substantial Upside As USA Truck's Turnaround Trucks On [View article]
    i appreciate it. thanks tulip
    May 24, 2014. 12:02 PM | Likes Like |Link to Comment
  • Substantial Upside As USA Truck's Turnaround Trucks On [View article]
    Literally right after this posted, USAK reached a settlement with the activists that put two new people on the board (http://yhoo.it/1gWelcI).

    The last sentence was interesting: "Having met with the Company's management team and Board, we believe the greatest opportunity for maximizing shareholder value over the long term is the successful execution of the Company's standalone plan to restore USA Truck to a best-in-class, profitable truckload and logistics company."

    This seems to lower the chances of a near term sale to an acquirer, but I think it's a positive, as executing their strategy likely results in more long term upside than selling at a premium and allowing an acquirer to effect the turnaround themselves.
    May 23, 2014. 08:12 AM | 2 Likes Like |Link to Comment
  • Birner Dental Management Services: Accounting Masks Substantial Value Opportunity [View article]
    i will have an article out soon
    May 7, 2014. 05:30 PM | Likes Like |Link to Comment
  • Birner Dental Management Services: Accounting Masks Substantial Value Opportunity [View article]
    thanks.

    i have not talked to any of birner's dentists, but I have heard from several friends in professional fields that working for a corporate versus independent has several advantages (alleviates management burden, allows them to operate without debt, etc.).
    May 6, 2014. 11:20 AM | Likes Like |Link to Comment
  • Birner Dental Management Services: Accounting Masks Substantial Value Opportunity [View article]
    probably not. solid company, but not much to add further.
    May 6, 2014. 11:18 AM | Likes Like |Link to Comment
  • Birner Dental Management Services: Accounting Masks Substantial Value Opportunity [View article]
    Thanks Chris.

    The warning on the ticker is much appreciated. Perhaps this article should've included an NSFW warning.
    May 5, 2014. 10:31 AM | 3 Likes Like |Link to Comment
  • The Price Is Wrong: Greystone Logistics At 5X Earnings [View article]
    Earnings out today. Didn't see anything shocking. Sales to major customer continue to be down, but other sales growing nicely. GM down quite a bit.

    If they get the AB contract or major customer sales go back to last years levels, operating leverage should take earnings significantly higher. Inventory way,way up again, suggesting they could be planning for a big rev jump
    Apr 14, 2014. 03:44 PM | 2 Likes Like |Link to Comment
  • The Sotheby's Test [View instapost]
    Can motifs go short yet? This would be a fun one to run / invest in (edit: for clarity, a long L / short BID motif)
    Apr 3, 2014. 12:36 PM | 1 Like Like |Link to Comment
  • The Price Is Wrong: Greystone Logistics At 5X Earnings [View article]
    thanks for the article. had not noticed the piece in the new loan treating AB receivables.
    Apr 1, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • New Offer Marks Beginning Of A Happy End Of SWS [View article]
    I haven't seen anything; it's possible investors are wondering why a response is taking so long.
    Mar 26, 2014. 07:48 AM | Likes Like |Link to Comment
  • D.E. Master Blenders 1753: A Low-Risk Squeeze-Out With An 8.2% Gross Return [View article]
    great article YZ. I have a tiny position and had orders in for more, though I'm guessing this article takes the price a bit away from me!
    Mar 14, 2014. 07:43 AM | 2 Likes Like |Link to Comment
  • Think About Your Future. [View instapost]
    awesome post chris. As an individual investor whose livelihood wasn't on the line, it was easy to buy in 08/09 (and the debt downgrade in 2010). I can't imagine the increased pressure if your livelihood (and family's) was on the line!
    Feb 28, 2014. 04:50 PM | 1 Like Like |Link to Comment
  • ALJ Regional Holdings: Undervalued With Considerable Growth Prospects [View article]
    Great article. Only wish I had bought more in the brief moments it was trading at $1 post announcement
    Feb 24, 2014. 05:44 PM | Likes Like |Link to Comment
COMMENTS STATS
183 Comments
79 Likes