Jun 24 2007

G. Willi Food International - A kosher stock for your portfolio

Go figure…….As I get back in the blogging game this week, I am slapped with a reality that I was a tad bit slow on this great microcap stock that I started to research last week. As I post my first article back on G. Willi Food International (WILC), the corporate parent announces they are [...]

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Feb 10 2007

The long case for Capital One Financial - COF

Capital One Financial – Smart Money RecommendationAs I am reading the March 2007 edition of Smart Money, the magazine interviews David Williams, fund manager of Excelsior Value & Restructuring Fund. His fund has doubled over the last 10 years, as he picks his favorite five stocks for the years ahead. They are:
Anadarko (APC)Capital One Financial [...]

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Jan 9 2007

Williamette Valley Vineyard, Inc. (WVVI) rating a hold until more grapes can be found…..

My two main reasons for rating this microcap vineyard a hold is as follows:
#1. Waiting for more production to come on-lineHere is an excerpt from the 2006 Q3 10-Q filed with the SEC “Demand for Willamette Valley Vineyards Pinot Noir and Pinot Gris continues to exceed available inventories.”
#2 Waiting for the market reaction to cool [...]

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Dec 27 2006

Hershey - This milk chocolate will melt in your hand

On December 27th, 2006, I have shorted Hershey (HSY) at $50.60 per share. This is the first stock that I have decided to short which is mainly driving by the following:
- Canada plant shutdown with a material product recall
- Lowered guidance twice in the last 6 months
- Poor financial trends with increasing debt position to [...]

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Dec 7 2006

3 reasons why I am adding ConocoPhillips

On November 28th, 2006, I have added ConocoPhillips (COP) to my portfolio at $65.17 per share drive by the catalysts listed below:
-Recently announced 50/50 JV relationship with Encana (ECA) adds long term value to COP.
-Management stated focus on improving shareholder value and improving to AA credit rating by (1) debt level reductions, (2) annual dividend [...]

Nov 22 2006

Walter Industries doesn’t hold much water on a value perspective

After selecting WLT from one of the email requests to review, I will not be adding Walter Industries (WLT) to my value portfolio mainly because of the high amount of debt in relation to the book value. My value scorecard only shows one passing mark in the dividend section with a yield of approximately 0.4% [...]

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Nov 16 2006

Google vs. Yahoo

GOOG vs. YHOO – Main Event
Internet Giants Heavyweight Championship

“Are you ready to rumble?”
 
It seems everyone I talk to is evaluating the investment decision between Google and Yahoo, mainly driven around the recent Google acquisition of YouTube and the posing questions around will Yahoo look to acquire Facebook. Just quickly looking that the fundamentals at [...]

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