Monthly Archives: May 2011

Noble Corp: Still Misunderstood & Worth a Serious Look

“I don’t know that you’re ever going to find a CEO who believes his valuation is correct.” ~David Williams Noble Corporation held an analyst day Wednesday in Singapore and put up their presentation on their website. It’s about 3 hours, so while … Continue reading

Posted in Noble Corp, Stock Updates | Tagged , | 3 Comments

Aeropostale: I spoke too soon.

From some of the commentary on my previous article, I have found some serious resistance to some of my thoughts. Comments included: Overly optimistic future expectations and earning power estimates Ignoring idea of value destruction by management Wrongly believing past results … Continue reading

Posted in Aeropostale, Stock Updates | 3 Comments

Buckle vs. Aeropostale: A Comparison

_______________________________________________________________ I had planned on posting this a few days ago, but don’t think that the drop in Buckle’s stock affected this decision- if anything, I wish it was posted beforehand because it makes me look like I’m validating my … Continue reading

Posted in Aeropostale, Buckle Inc., Stock Updates | Tagged , , , | 6 Comments

Best Buy: Not Cheap Enough

For those who know me, I’ve been talking about Best Buy for a little while but my research kept getting interrupted by finals. This trip to the Berkshire Hathaway Shareholder Meeting gave me the time to finish my research & … Continue reading

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