Sturm Ruger (NYSE:RGR)

Sturm Ruger (NYSE:RGR)

For those that don’t recognise the name, Ruger is a brand of gun. In the last couple of years gun sales have exploded in the U.S. as the Obama administration’s stance on stricter gun controls has sent people rushing out to buy guns for fear they will soon be restricted. Despite record sales the market is very pessimistic about gun manufacturers in general, RGR trades at a P/E of just 11.2 and Smith & Wesson (SWHC) trades at just 9.6. That is surprising when you take a look at their financial results.read more

Weekend Reading

Weekend Reading

A list of useful links to reading material that I’ve come across in the last few weeks. Some good weekend reading included.read more

How to improve stock screens

How to improve stock screens

Stock screens are a very useful tool for investing. We can’t go through every single stock, there are thousands in the US alone, so cutting that list down by some parameters that make the companies more investable saves time and energy.

But it is also something that most retail investors do very poorly, and most follow the same sorts of rules as each other which means bargains are so much harder to come by. So in this post I go through the common pitfalls of screening and how to adjust your screens to capture more undervalued companies that the rest of investors miss out on.read more

Case study – results

Case study – results

Last time I went through a case study on Tenneco and valued it as if I had found it in early 2010. Now it’s time to go through what actually happened to the company and whether my valuation was correct.read more

Interactive Case Study

Interactive Case Study

I came across a company which I thought would make an interesting case study – it is one where a high amount of debt is in play – which I usually pass on but not today. I will go through my valuation as if I had found it in 2010, and give readers the information they need to do their own valuation with me. Then we’ll see who’s right!read more

AIM IT Project (ARGO,IMIC,BLZ)

AIM IT Project (ARGO,IMIC,BLZ)

In this part of the AIM IT Project I cover ARGO, which I own shares in but haven’t written up before. It sells for below net current assets and pays a dividend of 10%. I also cover BLZ.L and IMIC.L but see limited investment potential for them to put it mildly.read more

Charlie and the chocolate factory

Charlie and the chocolate factory

1972 was an important year for Warren Buffett. It is the year in which he made an investment that was what I consider to be the turning point in his investing career that was inspired by none other than his partner in crime, Charles Munger. Some of you may have already guessed what I’m talking about (perhaps the title gave it away?) – See’s Candy.

This was a company trading at 3x book value and Buffett had likely never paid more than 80% of book value for a company in his life. Yet he saw something new in this investment and was willing to break with all he had known for most of his adult life. I’m going to look at the arguments for these types of businesses that likely persuaded him to do so.read more

Diamond in the Gold rough

Diamond in the Gold rough

Gold miners have taken a pounding over the last 18 months, and quite rightly. The decade long bull run in the price of gold came abruptly to an end in 2012 with steep declines starting in 2013. Amid the blood and carnage of this sector there are doubtlessly companies that have been dragged down with the masses but don’t deserve such depressed prices. Lucky for me, I found one, Goldplat plc.read more

Sky People – fraud or bargain?

Sky People – fraud or bargain?

Sky People Fruit Juice (NASDAQ:SPU) makes and sells fruit juices in China. The company sells for below net cash yet is profitable and has return on invested capital of over 20%. It is definitely cheap and below intrinsic value on all metrics, but is the company for real or a fraud?read more

Chancellor announces New ISA (NISA)

Chancellor announces New ISA (NISA)

If you aren’t a UK based investor then this article probably wont interest you. But if you are, then you’ll want to read on. The chancellor George Osborne has just announced some of the most major changes to ISAs in a decade. I’m very pleased about them, and along with AIM shares becoming ISA eligible, investors are now in a much better position to wrap their entire portfolio in a tax free ISA.read more

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