Time to Buy the REITs

Real estate investment trusts have come under pressure lately as homebuilder and subprime stocks weigh on the real estate market. However, these companies have very few similarities, and thus have become cheap for absolutely no reason.
REITs are known for generating consistent revenue and dividends, almost as if the stock was a bond or loan. In […]

The Patent Power of Palomar

Medical companies have fallen by the wayside in recent months, but let’s not forget how undervalued these companies have become. For many “meditech” and pharmaceutical companies, the real value is in the protection of their pipeline - the power of patents! The company who holds several key patents and sits at the top of my […]

Crocs Revenge: Short Sellers Beware

Crocs Inc (NAS:CROX) is a short sellers dream. Visions of a fad retail business makes shorts giddy. However, shorts beware. Crocs is not a fad; at least not yet. Shares of the rubber shoe company have been doing well in the past year.
Recently, the stock has sold off its 52 week high, but have rallied […]

Feeling A Little Bullish on HEES

How would you reward a company whose earnings, revenue and margins experienced double-digit gains? If you were a current shareholder of H&E Equipment (NAS:HEES), I bet you sold the stock.
In the company’s most recent earnings report on March 15th, 4th quarter profit rose by 40 percent, while rental equipment and new sales were up 20 […]

IMAX: “Can It Regain Its Luster?”

After IMAX Corp. (NAS:IMAX) came out late last summer saying the company was no longer for sale, shares of the big screen movie and equipment maker have fallen roughly 50% from their highs; this after a mere 40% run-up from its lows of around $3.40/share.
With the current share price hovering around $5/share, is this larger […]

Buying REITs During Subprime Fallout

In recent weeks the subprime mortgage industry has been placed under the microscope, as more and more Americans default on their loans. According to a recent Bloomberg article, as many as 1.5 million homes may go into foreclosure over the next few months.
With the possibility of mass foreclosures on the horizon, where are these Americans […]

Bargain Basket 2/20/07 - 2/23/07

This week I have a few cheap stocks that will go into the bargain basket. In addition to the undervalued stocks, I found some interesting options activity on another seemingly cheap stock.
After being downgraded by top-tier brokerage firms at the end of last year, Anadarko Petroleum (APC) watched its shares tumble. The analyst downgrades were […]

Positive outlook for WIRE

Last week copper prices rallied, sparking a new interest in copper-related stocks. With a potential strike in Chile and warnings of supply shortages from China’s leading copper producer, there has never been a better chance for copper stocks to rebound.
Texas-based Encore Wire Corporation ($23.21) trades at just 3.8 times earnings and nearly 55% off of […]