It would be good if you could give some more detail about why your formula is so good before casually writing off all financial theory over the past century!
Emerson Radio: This Unloved Value Stock Could Easily Double [View article]
There is more cash than the market capitalization that the company could easily give away to shareholders. Free cash flow in some years is enough to pay back the whole market capitalization by half...
They don't seem to be doing much in terms of improving the business itself or growing it... What is the management going to do to maximize value? The large dividend in 2010 was nice, but a more stable dividend policy would be much better in terms of raising the market capitalization. They need to either spin off the free cash flow to shareholders or use it to grow the business.
The executive compensation is too high for this kind of inaction. I get the feeling the management is either lazy, stupid, or doesn't care, but I haven't done any significant research, just made inferences based on the results over the past few years. This company needs an activist investor to take control to unlock the value here. They have wonderful shelf-space in Target... Would appreciate if someone would enlighten me.
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These articles you write come in handy for stocks like this, where there are few articles on it. I was having trouble finding an article about BCEI that would tell me some of the major points concerning it. Thanks.
Thank you for your response, sir. I am also curious: do you think Dolby has any name recognition? If Dolby's patents expire, would customers stick with Dolby? Are the things its patents protected easily replicable such that the technology would be commoditized enough that customers would be indifferent between Dolby and a competitor? Or is its service/product so important to the customer that they would feel the need to stick with a name they have used for many years and can trust?
I am looking into DLB and searched seekingalpha for articles written on it. Trying to determine whether it warrants further analysis by getting a basic understanding of the facts regarding the company.
It's hard for me to get interested in Staples when the location nearby me was built (within the last 2 years or so) in a terrible location and hardly ever has any customers every time I drive by -- such a big building with so little business. One store doesn't reflect the whole, I understand, but it is still hard for me to get excited about it because of that. And in the same general location McDonalds is much better at choosing real estate locations and garnering business. The Best Buy near me doesn't do too bad either. I'm not trying to rag on your article, here, but just pointing out my experience. The Staples around here at least does a whole lot better than the Office Depot and Office Max.
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Emerson Radio: This Unloved Value Stock Could Easily Double [View article]
They don't seem to be doing much in terms of improving the business itself or growing it... What is the management going to do to maximize value? The large dividend in 2010 was nice, but a more stable dividend policy would be much better in terms of raising the market capitalization. They need to either spin off the free cash flow to shareholders or use it to grow the business.
The executive compensation is too high for this kind of inaction. I get the feeling the management is either lazy, stupid, or doesn't care, but I haven't done any significant research, just made inferences based on the results over the past few years. This company needs an activist investor to take control to unlock the value here. They have wonderful shelf-space in Target... Would appreciate if someone would enlighten me.
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