This one is great. Why haven’t you heard of it. No analysts cover it, not a single one.
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Have not found their reasoning yet (although I agree with whatever it is)
That was quick, just two days after a post asking, we get an answer.
Even better than I thought
Subs: Etrade Reports
Gotta say, everything moving along very nicely
The news is coming fast and furious it seems…
The news is coming fast and furious it seems…
Subs: Another Busy Earning Week
Four holdings are reporting this week. Here is what we are looking for…
We have been commenting for a while on the improvement at Sears.com. It seems other folks are figuring it out also…
Subs: A Chapter 11 Court Update
Some interesting developments…..
Here is the Q&A with Bill Ackman..
Here is the Q&A with Bill Ackman..
Subs: Adding to a Position
The ignored earnings call yesterday presents us a huge opportunity IMO.
Subs: Walter Schloss Investing
Who is Schloss? Probably the greatest investor most people have not heard of. How good? Try 433% vs 5% vs the S&P just since 1998. Read on….
So if I told you a holding was about to enter into a Wal-Mart (WMT) pilot program (500 locations) you’d think it was news. It would be if there were any analysts on the earnings call yesterday, note at the end of the following call, not single question. Since there weren’t, the news did not get out. I am buying more today.