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  • Hi-Tech Pharmacal Set To Drop By 60% On Earnings And Fraud Investigations  [View article]
    Dec 6, 2012. 10:44 AM | Likes Like |Link to Comment
  • 6 Reasons RIM Is a Buy Right Now  [View article]
    Good argument. Fundamentals look excellent.
    Sep 23, 2010. 11:31 AM | 3 Likes Like |Link to Comment
  • Update on Home Healthcare Providers  [View article]
    Great article. We've been buying $LHCG on the recent slide. Solid fundamentals and very favorable valuations if they are cleared of any wrongdoing.
    Jul 14, 2010. 08:23 PM | Likes Like |Link to Comment
  • Are We About to See the Return of Big LBOs?  [View article]
    Who do you think would be a good suitor for GRMN? I'm thinking MSFT or GOOG perhaps.
    Apr 19, 2010. 10:15 AM | Likes Like |Link to Comment
  • The Coming Boom in Oil Service  [View article]
    Great article! We're big on DO, along with NE, ESV and ATW. These four companies have some of the best underlying fundamentals in the oil and gas drilling industry in our opinion.
    Mar 24, 2010. 08:03 PM | Likes Like |Link to Comment
  • Tech Stocks for the Tech-Averse Warren Buffett  [View article]
    We agree, Garmin and Infosys are both great run companies. We're especially bullish on GRMN going forward, even though the shorts are circling endlessly. The smartphones may win the current GPS battle, but Garmin will ultimately win the war.
    Feb 24, 2010. 10:14 PM | 1 Like Like |Link to Comment
  • Government Wises Up to China Sky One, Places Ban on Products  [View article]
    CSKI fundamentals are kick ass. Period. Buy it under $15 if given the chance.
    Feb 23, 2010. 10:10 PM | 2 Likes Like |Link to Comment
  • My 2010 Buy List  [View article]
    Very cool! We have a similar methodology in place. We track the top 20 companies in our fundamentals screener each quarter, instead of yearly. We also pick 3 stocks each month that we feel are dirt cheap and track their performance over time. We are also big fans of JOSB and CTSH.
    Jan 3, 2010. 10:41 PM | 1 Like Like |Link to Comment
  • Garmin: A Tech Stock Value Pick  [View article]
    Great article! I am a long term holder of Garmin as well because of their excellent fundamentals.
    Dec 29, 2009. 10:19 AM | 1 Like Like |Link to Comment
  • EZCORP Inc.: Make Cash from a Pawn Shop  [View article]
    Agreed. QCCO and WRLD also look strong in this space.
    Dec 24, 2009. 10:03 PM | Likes Like |Link to Comment
  • FDIC Survey Proves There Is a Role for Payday Lenders  [View article]
    None of what you said matters. What matters is that government sucks when it attempts to mimic private businesses, and many people, for whatever reasons, use payday lenders; and the payday lenders mentioned above make money. The end.

    On Dec 11 09:07 AM flow5 wrote:

    > How many defaults are there? How many extensions are there? What
    > is the profile (incomes), of those who default? How many people
    > pay back just the principal? How many loan repayments were forced
    > upon the borrowers by debiting the borrower's bank account, regardless
    > of their financial condition, and regardless of their wishes? Why
    > don't the bounced checks qualify as illegal, bad checks? Tell us
    > why the Military has made the extortionists cap their usurious rates
    > and Congress hasn't followed suit with the public? Your article
    > is pure propaganda.
    Dec 11, 2009. 12:48 PM | 1 Like Like |Link to Comment
  • China Sky's Financial Irregularities Continue in Third Quarter Earnings  [View article]
    Short at your own risk. Fundamentals are solid, strong and real. I don't know what else to tell ya.
    Nov 26, 2009. 11:25 AM | Likes Like |Link to Comment
  • Grantham. Greenblatt See Value in 'Quality': 10 Guru Strategy Stocks  [View article]
    I'm with you all the way on JOSB, EZPW, NVO and BKE. Each of them score very well in my fundamentals screener this month. BKE and EZPW look to be trading at the best discounts.
    Nov 2, 2009. 11:27 AM | Likes Like |Link to Comment
  • Garmin: Overrated or Underappreciated?  [View article]
    I say underappreciated. GRMN is a great company with tons of cash, no debt and excellent fundamentals. A looong buy all day under $40.
    Sep 15, 2009. 10:19 AM | 1 Like Like |Link to Comment
  • Coach Is Fundamentally Solid  [View article]
    Good analysis. I believe retail apparel companies with little debt and lots of cash will do well as the economy recovers. Coach currently has ~$800mil in cash....very sweet. I would wait for a pullback to around $26 to pick up new shares.

    Some other retailers that have performed very well in my fundamentals screen are: JOSB, BKE, TRLG and URBN.

    disclaimer: I currently own shares in COH, BKE and JOSB.
    Sep 7, 2009. 10:43 PM | Likes Like |Link to Comment