independentvalue.wordpress.com
March | 2014 | Independent Value
https://independentvalue.wordpress.com/2014/03
Investing based on value justified by the facts. Buffett’s 2013 Letter to Shareholders Investment Strategy and Outlook and the Valuation of Businesses. March 15, 2014. Corner of Berkshire and Fairfax. Gannon and Hoang on Investing. Wexboy A Value Investing Blog. Blog at WordPress.com.
independentvalue.wordpress.com
independentvalue | Independent Value
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Investing based on value justified by the facts. Independentvalue has written 18 posts for Independent Value. December 7, 2014. As of 13th October 2014, I am no longer in a position to share investment analysis and commentary, or make further investments due to professional commitments. I will therefore not be blogging here or anywhere else for the foreseeable future. Thank you to all those who have read this blog, posted comments and emailed me with … Continue reading →. The Second Investment, Part II.
independentvalue.wordpress.com
April | 2014 | Independent Value
https://independentvalue.wordpress.com/2014/04
Investing based on value justified by the facts. April 17, 2014. Since the launch of the Independent Value (IV) Portfolio on 24 October 2013, common stocks have returned approximately 2% – 5% over the near-six month period to today, as measured by my preferred benchmarks of the Euro Stoxx 600 ( 1.9%) and the S&P 500 ( 5.0% ). By contrast, the IV Portfolio has generated a nil … Continue reading →. Weight Watchers International Is the Fat Lady singing? April 14, 2014. Corner of Berkshire and Fairfax.
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Corner Market Capital Corporation. Corner of Berkshire and Fairfax. Premier Diversified Holdings Inc. Quantum Advisory Partners LLP. Non-Profit Organizations We Support. 95,200 $4,980 $1,000 $1,000.
bovinebear.blogspot.com
Bull, Bear and Value: October 2014
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Bull, Bear and Value. My musings about value investing and my stock portfolio. Thursday, October 30, 2014. Hanover Foods 2014 Results. Hanover Foods just released its 2014 year-end results. Revenue was $429.0 M versus $443.8 M the previous year. Income was $6.9 M versus $12.1 M the previous year. Gross margins fell to 10.5% from 11.6%. Management did not make a single comment to explain the drop. Posted by bovine bear. Saturday, October 25, 2014. My Trip to the IEHC Annual Meeting. I even took pictures j...
bovinebear.blogspot.com
Bull, Bear and Value: August 2015
http://bovinebear.blogspot.com/2015_08_01_archive.html
Bull, Bear and Value. My musings about value investing and my stock portfolio. Sunday, August 16, 2015. Buffett Partnership Investment: Stanrock. Stanrock Uranium Ltd. was one of the bigger positions in the Buffett partnerships in 1962. It was 5% of the partnership. Stanrock Uranium Ltd. was a Canadian mining company with rights to uranium around Elliot Lake in northern Ontario. Posted by bovine bear. Sunday, August 2, 2015. Why I Bought Lewis Group Ltd. ZAR 5178.01 M. USD $ 424 M). Now critics of compan...
bovinebear.blogspot.com
Bull, Bear and Value: April 2015
http://bovinebear.blogspot.com/2015_04_01_archive.html
Bull, Bear and Value. My musings about value investing and my stock portfolio. Wednesday, April 22, 2015. European Reliance vs. Genesee Valley Gas. 8364; 1.26. 8364; 34.65 M. You have to turn over a lot of rocks to find those little anomalies. You have to find the companies that are off the map - way off the map. You may find local companies that have nothing wrong with them at all. Genesee Valley Gas is a small-time utility serving Western New York. It only served 28,000 people. During the depre...To do...
bovinebear.blogspot.com
Bull, Bear and Value: Earnings on Tap: Senvest, Seaboard and Installux
http://bovinebear.blogspot.com/2015/05/earnings-on-tap-senvest-seaboard-and.html
Bull, Bear and Value. My musings about value investing and my stock portfolio. Sunday, May 17, 2015. Earnings on Tap: Senvest, Seaboard and Installux. Senvest 2015 Q1 earnings showed that book value per share went to CDN$312. Seaboard Corp reported Q1 earnings of $28.49 per share. 8364; 233.000. 8364; 70.72 M. USD $ 80 M). The Searboard Trading and Milling Segment had a $9.2M loss from a affiliate in Brazil. This affiliate looks to be a continuing problem. We shall see how management handles ...Earnings ...
bovinebear.blogspot.com
Bull, Bear and Value: Earnings from IEHC, New Century and Hanover Foods
http://bovinebear.blogspot.com/2015/07/earnings-from-iehc-new-century-and.html
Bull, Bear and Value. My musings about value investing and my stock portfolio. Thursday, July 23, 2015. Earnings from IEHC, New Century and Hanover Foods. IEHC reported 2015 earnings of $0.79 versus $0.63 a year earlier. Revenue increased to $16.4 M from $15.4 M a year earlier. Gross margin was was slightly better; 37% versus 36% M a year earlier. Today, IEHC is a growing company trading at 7.7x earnings. It has no long-term debt. And it trades at book! Posted by bovine bear. July 23, 2015 at 12:02 PM.
