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Subs: Compass Diversified Reports

As disappointing as the TXCO news was, this is as encouraging

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Subs: A Sale

Reasoning coming later, wanted to get this out ASAP

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Subs: Another Insider Buy

When insider selling has reach record proportions in the market in general, to see insiders buying shares of companies we own (3 now this week), bucking this trend is good indeed

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Suggested Reading for The Potential Value Investor

Getting lots of emails lately about value investing. A common theme is “investing vs trading” or “how can I be a value investor”, along those lines. Seems people are interested but not sure which is best for them. Here is a suggestion.

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Breitburn Reports

Production “at high end of range”.

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Compass Diversifed Insiders Continue Purchases

This makes 7 buys the last two days

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Subs: One Day, Two Liscensing Deals

I love deals like this, minimal cash outlay and huge upside for the company

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"Davidson's" Market Valuation Tool

“Davidson” submits:

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“Davidson’s” Market Valuation Tool

“Davidson” submits:

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Subs: General Growth Reports Q3

There is a very interesting line in the release

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Subs: Monthly Operating Report Filed

Cash balance rose 22%, other than that, not much to report and that is actually a good thing

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Subs: Four to Go..

Up to this point Q3 earnings have gone according to plan. Here is what we are looking for from what we have left to see report.

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Subs: Yet Another Distribution Channel Opened

We are getting one of these a week.

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Etrade "Special Mention" Update

A picture is worth a thousand words….. or in this case, millions of dollars

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Etrade “Special Mention” Update

A picture is worth a thousand words….. or in this case, millions of dollars