Everybody Loves a Comeback Story

By

Jonathan Heller

| May 18, 2012 | 2:30 PM EDT
Trans World Entertainment may not be a home run, but it's the type of transformation net/net buyers like to see.

A Potentially Perennial Net/Net

By

Jonathan Heller

| May 16, 2012 | 1:30 PM EDT
Benchmark Electronics is again trading below NCAV. It may be time for the company to shake things up a bit.

Big Move by Tecumseh

By Jonathan Heller
| 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...

A Big Name Returns to Net-Net Land

By

Jonathan Heller

| May 14, 2012 | 10:30 AM EDT
Ingram Micro is profitable, but its stock has fallen below net current asset value.

I've Seen This Move Before

By

Jonathan Heller

| May 12, 2012 | 3:00 PM EDT
Corrections Corp. has done well, all told, but I'm worried about these steps toward REIT conversion.

Hazards of Bargain-Hunting

By

Jonathan Heller

| May 09, 2012 | 3:00 PM EDT
A broken company can appear cheap, but it may not recover.

Yes, Virginia (Brian), Book Value Still Matters

By Jonathan Heller
| May 09, 2012
| 11:51 AM EDT

Value Investing Congress: Day One

By

Jonathan Heller

| May 07, 2012 | 12:30 PM EDT
Here are some interesting ideas from yesterday's presentations.

Updates on Asset-Based Value Plays

By

Jonathan Heller

| May 04, 2012 | 1:30 PM EDT
For these three companies, real estate holdings may represent locked-up value.

Can't Wait to see the "Spin"...

By Jonathan Heller
| 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...

Columnist Conversation / Market Updates

Paris to join Brazil and Turkey this summer?
By Bret Jensen
| Jun 18, 2013
| 10:33 PM EDT
Good piece by Niall Ferguson on how protests going on in Brazil & Turkey could hit next in France over the summer. ...
Baltic Dry index
By Jim Cramer
| Jun 18, 2013
| 6:31 PM EDT
Now up to 962--It flagged things on the way down. could be doing it again.
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