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Subs: A Top 50 Product for 2009

This should help sales efforts

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Subs: A Buy

Thinking it over…..tripled position

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Subs: Another Sale

Taking 80% profits…..

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Last Weeks Show

I’ve included both the video and the presentation

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This Doesn't Add Up

We have some very contradictory numbers out there… makes me wonder which one isn’t accurate

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This Doesn’t Add Up

We have some very contradictory numbers out there… makes me wonder which one isn’t accurate

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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: