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Clark Street Value | clarkstreetvalue.blogspot.com Reviews
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Value investing blog
clarkstreetvalue.blogspot.com
Clark Street Value: March 2015
http://www.clarkstreetvalue.blogspot.com/2015_03_01_archive.html
Thursday, March 26, 2015. Rentech: New Management, Strategic Alternatives, and Potential MLP IPO. For years Rentech has wasted shareholder capital by chasing the alternative energy dream, the company has never turned a profit in 30 years of existence. In 2014, Rentech's board finally threw in the towel, fired the CEO, hired an MLP veteran. In 2013, following the decision to exit the alternative energy space, Rentech started converting and acquiring wood chipping and pellets plants to sell into the packag...
Clark Street Value: Gramercy: Switching to Plan B
http://www.clarkstreetvalue.blogspot.com/2015/07/gramercy-switching-to-plan-b.html
Tuesday, July 7, 2015. Gramercy: Switching to Plan B. The first move away from the original industrial focus plan was the early June acquisition of 10 Life Time Fitness facilities as part of Life Time's private equity buyout which was in response to activist pressure to either sell the company's real estate or do a REIT conversion. On 7/1/15, Gramercy announced a "merger of equals" with Chambers Street where Chambers Street will actually be the one acquiring Gramercy, but will change its name to Gramercy...
Clark Street Value: Gannett: Familiar Publishing Spin Playbook
http://www.clarkstreetvalue.blogspot.com/2015/05/gannett-familiar-publishing-spin.html
Tuesday, May 19, 2015. Gannett: Familiar Publishing Spin Playbook. Interestingly Scripps still looks pretty cheap and under-levered compared to peers (I sold the day or two after the transaction, continue to hold JMG). TEGNA's broadcast business should be worth at least 9x a blended EBITDA given the attractive market profile and size which should get them leverage in upcoming retransmission and affiliate negotiations. The publishing companies are valued more widely than the broadcasters, but Gannett will...
Clark Street Value: November 2014
http://www.clarkstreetvalue.blogspot.com/2014_11_01_archive.html
Wednesday, November 26, 2014. Follow-Up on Green Brick Partners. I haven't posted in a while, been mostly idle the last month or two, but I thought I'd sum up some additional thoughts on Green Brick Partners now that the deal has closed, 9/30 proforma results came out, and the company hosted its first conference call as a home builder. Below is the breakdown of the company's communities and lot position as of the S-1:. Brickman was also very active on the Yahoo! Disclosure: I own shares of GRBK.
Clark Street Value: June 2015
http://www.clarkstreetvalue.blogspot.com/2015_06_01_archive.html
Tuesday, June 30, 2015. Mid Year 2015 Portfolio Review. It's been a busy last few months for me personally, as a result I haven't spent a lot of time on developing macro thoughts (not that I'm good at it anyway) and instead have just tried to avoid making any big mistakes. So far so good in 2015 on that front:. The thesis remains intact for most of my current holdings, instead of just repeating those ideas, below are some additional thoughts on previously mentioned companies that I've sold/passed on:.
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Dislocated Value: October 2100
http://dislocatedvalue.blogspot.com/2100_10_01_archive.html
Saturday, October 23, 2100. Insights I find valuable over time. Will be constantly updated. Subscribe to: Posts (Atom). Small Cap Value Blog. Insights I find valuable over time. Simple template. Powered by Blogger.
Dislocated Value: PCRX - a rather decent lottery ticket with take-out potential
http://dislocatedvalue.blogspot.com/2015/04/pcrx-rather-decent-lottery-ticket-with.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Value / Supply Chain.
Dislocated Value: April 2015
http://dislocatedvalue.blogspot.com/2015_04_01_archive.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Small Cap Value Blog.
Dislocated Value: September 2014
http://dislocatedvalue.blogspot.com/2014_09_01_archive.html
Friday, September 12, 2014. Updates on status, also on BOBE, BBX, and VEC. Sell all or part of its real estate, pointing to $900 mm in value and indicate that it has already attracted 5 unsolicited bids. ARCP comes to mind. Evaluate strategic initiatives for its BEF packaged food division. Given HSH's recent 13-14x bid, BOBE's 8x bid provides interesting multiples expansion opportunity. CapEx normalization from 10% of sales to 3-4% of sales. Sandell April 2014 Presentation:. BBX Capital / BFCF:. This is ...
Dislocated Value: August 2014
http://dislocatedvalue.blogspot.com/2014_08_01_archive.html
Tuesday, August 26, 2014. Some Q&As to myself. Here are a few questions that I’m still trying to figure out (w/ my answers attached). If you think yours are better, let me know! What makes a stock move? My take: The incremental and expressed opinion (w/ real $, thoughts don’t count). Accompanying discovery of new, incremental information (could be knowledge, news, or the stock price itself). That is not reflected. By the current assumptions. Would love to hear a more articulate thought. With the sound op...
Dislocated Value: October 2014
http://dislocatedvalue.blogspot.com/2014_10_01_archive.html
Saturday, October 11, 2014. 的消息。与此同时，我们的本金依然没有受到重大的影响，并于今年依然有着. 次金融危机的原因见仁见智。美国住宅市场的泡沫破裂无疑是直接导火索。有很多人认为过度的资产证券化、过度的金融创新、监管放松、金融机构的风险控制、等是金融危机的原因。不过，大多数人都认同这次金融危机更深层的原因是过度的借贷。从金融机构层面来说，. 倍。在家庭层面来说，美国的储蓄率曾在金融危机前达到负值，也就是说美国人花钱比挣钱多。而. 年逐渐下降。负债的逐渐增加造成经济的短暂繁荣，这一点很多经济学理论都有所提及。但是随之而来的经济周期的也会非常强烈。要知道，上一次美国的平均储蓄率为负的时候，是在. 年，美国家庭在大量破产的情况下，储蓄率仍然不断上升，现在回升到了. 而美联储升息的原因只有两个，要么是经济过热，失业率大降，通胀上涨到近. 65307;要么就是资产（主要是房地产）泡沫重现。美联储现在的信号是将会维持零利率至. 年中，而居眼望去，市场上主要资产并没有泡沫的迹象。而通胀（. 以上的差额。而新建筑依然处于历史低位，一手房开工率不及高点（. I believe the assu...
Dislocated Value: Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn cheaper than peers, ~net-cash, skipped over due to unconsolidated subsidiary
http://dislocatedvalue.blogspot.com/2015/02/enpro-npo-8-10-fcf-yielder-2x-cheaper.html
Tuesday, February 24, 2015. Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn cheaper than peers, net-cash, skipped over due to unconsolidated subsidiary. Wrote it up a month back. Coming off the 45 day restriction so posting it here. Http:/ www.valueinvestorsclub.com/idea/ENPRO INDUSTRIES INC NPO/136069. Subscribe to: Post Comments (Atom). Small Cap Value Blog. Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn . For a friend - Why are stocks the best investment . Simple template. Powered by Blogger.
Dislocated Value: December 2014
http://dislocatedvalue.blogspot.com/2014_12_01_archive.html
Friday, December 26, 2014. 2014 Letter to LPs. 应该一提的是，对于今年的表现，我个人感到失望。截至. 15 日为止，我们帐户的表现虽然不能称之为优秀，但至少在今年于波动的防范以及风险的规避上有着不错的体现。基于市场本身高估值的考量，我们一直在手中持有大笔现金，并在十月和十二月的回撤中，以期权对冲保证了帐户的稳定。可惜的是，我们最大的部位在数日前出现了问题，而因为实际的企业交易面的变化，使得当初买入的根据不复存在. 8212; 也使我们在市场继续向前的同时蒙受了损失。在以下我们会谈到。 Sunday, December 7, 2014. I have been following EXH for a while, and theres a constant debate on when to pull the trigger. At $33 today it gets interesting again. 160; . What Exterran’s history is and what they do. Small Cap Value Blog.
Dislocated Value: Cable & Wireless - a prime take-out target in LatAm w/ 9% FCF yield down the pipes
http://dislocatedvalue.blogspot.com/2015/07/cable-wireless-prime-take-out-target-in.html
Saturday, July 18, 2015. Cable and Wireless - a prime take-out target in LatAm w/ 9% FCF yield down the pipes. Drafted this back in late June 30 when it was 65 pence. Up a little, but still a very good buy. On the other hand, would also own LILAK. See valuation at the very bottom.both premier assets trading at cheap valuations that can compound 15-20% for years to come. Kind of a no-brainer for me. Share vs. GBP 67 as of July 1. Time Horizon: 18-24 months. 38 million mobile customers. As a major infrastr...
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Inventory - Clark Street Mercantile
Mercantile Clothing x Ebbets Field Flannels. Clark Street Mercantile 'Rope' T-shirt. Universal Works Mil Parka. Merino Wool Watch Cap. The Brooklyn Circus - Holiday Collection. Coureur des Bois Candle. Eau de Parfum D.S. and Durga. Engineered Garments AW14 Collection.
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For more information call (312) 401-5581 or (630) 836-1099 or e-mail Clarkstreet. Mike earned a Bachelor of Science degree in Accounting from the University of Iowa and is a CPA.
Clark Street Photography | Wedding Photographer Lynchburg Virginia
Is a Lynchburg Photographer specializing in weddings and portraits. Wife, mom, PHOTOGRAPHER, AND animal lover. MY SWEET CLIENTS HAVE SAID. I cannot imagine having a better person to take photographs during my wedding (as well as the engagement session) and am forever grateful for her constant professionalism, calmness, and kindness throughout the process. Her love of the work she does is apparent in her joy as she captures important memories for your big day! December 13, 2017. I loved photographing this...
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Home, Office and Auto. City of Chicago Festivals. Home, Office and Auto. Home, Office and Auto. Home, Office and Auto. Home, Office and Auto. Home, Office and Auto. Home, Office and Auto. Yu Darvish Chicago Cubs Mens Home Pinstripe Replica Jersey. Yu Darvish Chicago Cubs Mens Blue Alternate Replica Jersey. Chicago Cubs Jake Arrieta Home Pinstripe Adult Replica Jersey. Chicago Cubs Mens Jake Arrieta Player Tee. Cubs 2018 Spring Training Patch Batting Practice on Field C 5950. FIND OUT FIRST, ABOUT: NEW.
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Clark Street Sports | Articles On Different Sports Topics
Articles On Different Sports Topics. Does Preseason Even Matter, Bro? Does preseason even matter? The games don’t count toward the season’s standings, we generally don’t see the stars play until perhaps the fourth game, and the games really don’t tell much about the season that’s waiting in the wings for the most part. Everyday I’m Shufflin. Smells Like Team Spirit. It is going to take the support of the players and the players’ union to make it happen, so for now it is still a mere rumor. With a week an...
Clark Street Value
Friday, July 31, 2015. WMIH Corp: KKR Controlled NOL Shell. WMIH Corp has cash of $670MM to use for an acquisition, $600MM in escrow and $70MM at the corporate level (I'm ignoring the cash and investments inside the runoff reinsurance company). Assumes 3% earnings growth rate. KKR is unable to find a suitable acquisition, pays the wrong price, or just simply takes too long creating an opportunity cost for investors. Disclosure: I own shares of WMIH. Tuesday, July 7, 2015. After the spinoff of Cable ONE e...
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Plattsburgh, New York 12901. Jericho, Vermont 05465. Call us at 802.461.4030. If you are a municipality and would like to purchase on State Bid, please contact our Sales Department for details and save thousands! New 2017 International LoneStar and EZ-2-Load Trailer. Sold To Transit Redi-Mix in Clarence Center, NY. 2017 International 4400 Packer. Sold to Austins Rubish and Roll Off in West Charleston. Welcome to Clark's Truck Center. Putting the Family Back in Business. Randy H. Clark.
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2012 Top 20 Cycling Results from Strava as of July 25, 2012. 10:12 - Bryson Perry - June 13, 2012. 10:18 - Fat Cyclist - July 20, 2012. 10:26 - Jason True - July 4, 2012. 10:44 - Justin Desilets - July 1, 2012. 10:50 - Chris Cole - July 5, 2012. 10:53 - Mike Barklow - May 31, 2012. 10:56 - Josh Bromley - July 10, 2012. 10:56 - Kevin Day - April 26, 2012. 10:57 - Richard Abbott - June 29, 2012. 11:02 - Aaron Jordin - July 14, 2012. 11:07 - Brad Wilson - May 31, 2012. 11:08 - Reed Abbott - July 10, 2012.
