Trans World Entertainment may not be a home run, but it's the type of transformation net/net buyers like to see.
Benchmark Electronics is again trading below NCAV. It may be time for the company to shake things up a bit.
| May 15, 2012
| 12:13 PM EDT
TECUA, TECUB up more than 60% today; 13D filed by Roumell Asset Management,
which now owns 21.6% of Class A shares, 12.9...
Ingram Micro is profitable, but its stock has fallen below net current asset value.
Corrections Corp. has done well, all told, but I'm worried about these steps toward REIT conversion.
A broken company can appear cheap, but it may not recover.
| May 09, 2012
| 11:51 AM EDT
Here are some interesting ideas from yesterday's presentations.
For these three companies, real estate holdings may represent locked-up value.
| May 04, 2012
| 9:41 AM EDT
.on the jobs numbers. Major media talking heads, and the White House will
likely focus on 8.1%, and not 115K. To be ex...