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William Garrison  

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  • Diamond Hill Investment Group: Within Sight Of $20 Billion AUM
     • Mon, Mar. 9 DHIL Comment!

    Summary

    • Assets under management are over $16 billion, with over $2.2 billion coming from new business in 2014.
    • The firm's very loyal employees own a good part of the firm, and expense trends will favor shareholders.
    • 2015 is off to a good start, and I think this underfollowed stock is very attractively priced, with upside to north of $200.
  • Costar Technologies Q2 Results Released: Trick Or Treat?
       • Nov. 5, 2014 CSTI 1 Comment

    Summary

    • Costar finally released its second quarter results after a long wait.
    • Reported EPS of $0.68 looked fantastic, but the footnotes provide a more balanced view of the quarter.
    • The CohuHD acquisition continues to be a major opportunity, but Wal-Mart is now expected to slow its spending on security cameras.
    • I am taking a more conservative view on Costar at this time in light of the Wal-Mart spending outlook.
  • Costar Technologies, Inc.'s Transition To New Auditors Leaves Investors In The Dark
    Oct. 12, 2014 CSTI 3 Comments

    Summary

    • Investors have been waiting nearly two months to see second quarter results.
    • Management has quietly provided a view on 2014 before taking into consideration its most recent acquisition.
    • I remain optimistic about Costar and am waiting to see how the financial model comes together.
  • RELM Wireless Corp.: Q3 Looks To Be Ending Quietly
       • Oct. 1, 2014 RWC Comment!

    Summary

    • The longer term story for RELM continues to brighten, but the seasonally strong month of September has been quiet in terms of news.
    • Any announcements from the FBI or others could be a catalyst, but the stock may be due for a rest during the fourth quarter.
    • RELM picked up a new 6.8% shareholder this quarter.
  • RELM Wireless Protest Is Successful: Will The FBI Save Millions?
    Aug. 29, 2014 RWC 4 Comments

    Summary

    • The FBI withdrew its sole-sourced RFP with Motorola Solutions earlier this week.
    • Given the potential $500 million size of this contract, industry observers will keep a close eye on how this solicitation progresses.
    • Motorola Solutions likely will continue to lead the industry, but its dominance and pricing power may have peaked.
    • RELM Wireless is well positioned to gain market share over time.
  • RELM Wireless, Motorola Solutions And The FBI Are Watching The GAO This Month
    Aug. 20, 2014 RWC 4 Comments

    Summary

    • Several competitors to Motorola Solutions have filed protests with the GAO regarding a large RFP issued by the FBI.
    • The GAO should respond on or before August 28th, and Motorola Solutions may not be happy with the outcome.
    • Competitors to Motorola Solutions are hoping that this is a turning point with regards to competition in the land mobile radio industry.
  • Let's Go To The Videotape: Costar May Have Hit A Homerun
       • Jul. 17, 2014 CSTI 1 Comment

    Summary

    • CSTI's acquisition of COHU's video camera business transforms the CSTI business model.
    • Q1 results were soft, but the 2015 EPS potential is impressive to say the least.
    • The risk of owning CSTI has gone down, and the valuation can go much higher.
  • Returning To Magic Software Following The Recent Price Weakness
       • Jul. 15, 2014 MGIC 1 Comment

    Summary

    • Magic's stock price is down nearly 15% from a discounted secondary pricing at the end of February.
    • Conservative guidance and a lack of news have left investors uninspired.
    • The fundamental story remains intact, and the stock is inexpensive.
  • Springtime In Florida: Things Are Heating Up For RELM Wireless Corp.
       • May. 9, 2014 RWC 1 Comment

    Summary

    • RELM announced a $1.4 million mobile radio order with a new federal customer.
    • Contract momentum provides support for the first half of 2014, and Q3 is seasonally strong.
    • A breakout year for RELM could yield nearly $0.50 in cash EPS and a higher stock price.
  • Costar Technologies Continues To Offer Significant Upside
    Apr. 17, 2014 CSTI 6 Comments

    Summary

    • An inventory write-down in Q4 has created a buying opportunity.
    • First-quarter results should provide a glimpse into the 2014 cash flow potential.
    • Costar Technologies' stock is very illiquid, but I'm willing to hold for the upside potential.
  • G. Willi-Food International, Ltd. News Creates A Buying Opportunity
    Mar. 5, 2014 WILC 27 Comments

    Summary

    • G. Willi-Food International, Ltd. executives elect to sell their shares, creating some anxiety about the future leadership and direction of the company.
    • The new owners have a history of investments in the food industry and hopefully plans for further international expansion.
    • Fourth quarter results will be reported in two weeks. I'm expecting a soft report, but i continue to see substantial upside over the next twelve months.
  • Magic's Stock Offering Well-Timed Given The Recent Run
       • Mar. 4, 2014 MGIC 3 Comments
  • Costar Technologies Provides Security Against Theft, Yet Its Stock Is A Steal
       • Jan. 28, 2014 CSTI 4 Comments
  • UFP Technologies: Up 30% Since Late May, A Rest Is Warranted
    Nov. 8, 2013 UFPT 4 Comments
  • Investor Appetite For This Food Stock Should Grow From Here
    Nov. 7, 2013 WILC 8 Comments
  • Magic Software: Has Anyone Looked At The 2014 Revenue Potential?
       • Nov. 4, 2013 MGIC 6 Comments
  • RELM Wireless Corp. Continues To Battle Against The Competition
       • Oct. 24, 2013 RWC 1 Comment
  • NetSol Technologies, Inc.: Is There Fire Behind That Smoke?
    Oct. 4, 2013 NTWK 15 Comments
  • Jeff Bezos Has 2.72 Billion Reasons To Love September: The Ultimate Seasonal Portfolio
    Oct. 1, 2013 1 Comment
  • NetSol Technologies, Inc. Is Primed For Another Run
    Sep. 12, 2013 NTWK 9 Comments
  • G. Willi-Food International Ltd.: A Unique Combination Of Growth And Value
       • Sep. 5, 2013 WILC 9 Comments
  • RELM Wireless Corp.--Back To Where We Started
       • Aug. 13, 2013 RWC 3 Comments
  • Solid Risk/Reward Found Among Israeli Small Cap Stocks
    Jul. 2, 2013 NVMI, SILC, WILC 6 Comments
  • Relm Wireless Corp. - Poised To Gain Traction In The Land Mobile Radio Industry
       • Jun. 15, 2013 RWC 7 Comments
  • UFP Technologies: A Cheap, Low-Risk Stock With An Improving Outlook For 2013
       • May. 31, 2013 UFPT 19 Comments