Category Archives: Stock Updates

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

Noble Update: I’m Excited!

Noble recently released their Annual Report (including the shareholder letter), a transcript of their conference call, and their latest proxy statement. Here’s what I gleaned from each:   Proxy: Only thing really was the increase in David Williams total compensation … Continue reading

Posted in Noble Corp, Stock Updates | 4 Comments

Many Updates & Apologies!

For the few of you who read my blog, I apologize for the recent lack of activity. I’ve been keeping myself very busy with a whole slew of investment projects, many of which are close to fruition. Here are the … Continue reading

Posted in Aeropostale, Cybex International, H&R Block, Noble Corp, Special Situation Investing, Stock Updates | Leave a comment

Hallmark Financial: Wrong & Sold Out

Although I haven’t yet written an article about my selling strategy, one of the reasons I will sell is because my initial analysis & reasoning was wrong. With Hallmark Financial, I feel as though I made a mistake. The latest … Continue reading

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Commentary on Current Positions

Cash Position: 22.1% Noble Corp: 34.6% Aeropostale: 27.4% Hallmark Financial: 13.6% Berkshire Hathaway: 0.7% Noble Corp: If you haven’t already heard, Noble is being added to the S&P 500 on Friday this week (article).  This should do well to help … Continue reading

Posted in Commentary, Stock Updates | 2 Comments