John Rolfe
Contributor since: 2010
Latest Articles
BlueLinx Holdings: Huge Upside As Merger Benefits Become Clear
Martinrea International: At 5x EPS, 3.5x EBITDA, And 1.1x TBV, Improving Fundamentals Make It Too Cheap To Ignore
Michaels: Undeniably Cheap, With Potential For Value Realization
Horizon Global: An Out-Of-Favor, Growing Business At 5x Normalized EPS
BG Staffing: Reliable Growth, High ROIC, Big Discount To Comparables, <10x Cash EPS
Huttig Building Products: Big Upside As U.S. Housing Normalizes
Did Christmas Come Early For The Senior Management Of Edgewater Technology?
Would You Vote For The Directors Of Edgewater Technology?
Nam Tai: A Rapidly Growing EMS Provider At 4x EPS
Edgewater Technology: The Board Has Been Sleeping For Longer Than I Thought
Is The Board Asleep At Edgewater Technology?
Boyd Group Income Fund: A Rapidly Growing, High Return, Free Cash Machine At 9x Cash EPS
A Profitable Bank With A Restructured Balance Sheet At 35% Of Tangible Book Value
Dart Group: A Growing Business at 3x Free Cash Flow
Xerium Technologies: A Recurring Revenue Business at 4x Cash EPS
Coleman Cable: Rapidly Growing Top Line, Substantial Excess Capacity
Primoris Services: High Return, Highly Cash Generative Company
PNI Digital's Rapid Growth Potential
Sparton: An Undiscovered Turnaround