Intangible Valuation
Contributor since: 2012
Latest Articles
Polaris Industries: An 'Anything But Cars' Manufacturing Gem
The Fresh Market: A GARP No-Brainer In A Fabulous Market
Southside Bancshares: Great Bank, Sold Off For Shortsighted Reasons
FactSet: Obvious GARP Play With A Superb Business Model
Thomson Reuters: Big Without 'Scale,' But The Times Are Changing
Morningstar: Great Business, Fairly Valued Stock
Cardinal Financial Is Expensive
Weight Watchers: Excellent Business At A Fire Sale Price
Pizza Inn's 'Growth' Plans Are Overrated
Rebuttal: Crystal Rock Holdings: Almost 100 Years! (And Counting)
Perry Ellis: A Branded Apparel Stock On Sale
Tuesday Morning: An Expensive And Troubled Retailer Makes For A Good Short
Citi Trends: Paying Full Price For A Possibly Successful Turnaround
NN Inc: A Fully Valued Cyclical
Houston Wire & Cable: The Cash-Free Life Of A Cable Distributor
Nicholas Financial: Facing Increased Competition From Subprime Auto Loan Originators
Consumer Portfolio Services: An Example From The Subprime Auto Securitization Market
Tandy Leather Factory: A Niche Retail Gem
Century Bancorp: Supporting Shareholders' Equity Through Bond Reclassification
Southern Missouri Bancorp: An Upward Reversion To The Mean
Frontier Communications: Pessimism Is Overdone, Dividend Is Safe, Stock Is Undervalued
Cinedigm: GAAP Complexity Conceals A J-Curve Business Model In Its Cash Collection Phase
Stewardship Financial: 20% Discount To Book, Probable Long-Term Earning Power Of 15%+
Access National: 15%+ ROE, Solid Track Record, Unrecognized Earning Power
Gain Capital Redux: Increasing Volatility Is An Opportunity
Town Sports International: Entrenched With A 12% FCF Yield
Horizon Bancorp: 14%+ ROE And Increasing Earnings
Westfield Financial: A Buybacks Case Study
QCR Holdings: Increasing Scale, At A Discount
Codorus Valley Bancorp: Growing Bank Deserves A Higher Multiple
AmeriServ Financial: 20% Discount To Tangible Book, Bright Long-Term Prospects
RF Industries: Poised To Prosper From The Telecommunications Build Out