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Category Archives: Stock Updates
“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
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
_______________________________________________________________ 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
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
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
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