| Jun 26, 2012
| 12:15 PM EDT
Never say never; small initial position in RSH taken below net current asset value (NCAV). A "dog with fl...
It's time to review prognostications made in my year-end 2011 piece.
The fast-food operator is improving its balance sheet, but it has a long way to go.
| Jun 21, 2012
| 3:17 PM EDT
GCI up 3.3% on what is otherwise a painful day. Management comments positive to Media and Entertainment Analy...
Uncertainty swirls around Premier Exhibitions' real value, which is currently tied to its Titanic assets.
Benchmark Electronics is trading below net current asset value, and now it's buying back stock.
The current environment appears target rich for mergers and private equity acquisitions.
| Jun 15, 2012
| 12:42 PM EDT
There was an obstruction this morning attached to the front page of the Philly Inquirer; a 3" X 3"...
| Jun 15, 2012
| 11:07 AM EDT
  A&B (ALEX) entities Alexander and Baldwin (real estate) and Matson Navigation (shipping) ...
| Jun 14, 2012
| 12:47 PM EDT
Shares of USU up 15% today; we'll see if stock can hang on to close above the Mendoza Line of stock prices ($1...

Columnist Conversations

Now up on the day
Rev, I have been saying just that for months now. Its the fear of the Fed that is more of an issue rather than...
The market downdraft last week and subsequent bounce, (many stocks have popped 10% or more off of their lows) ...
What this market needs more than anything else is clarity from the Fed. It doesn't matter if they hike or not....


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