Blog Archives

Lakes update

Following my last article on what to do with a skyrocketing stock I’ve followed Lakes entertainement developments to ensure my evaluation of the company still holds its ground. Evitts While Evitts resorts was scaled down, it should open earlier (summer

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Posted in LACO

Assurant – Q4 2012

Hello world! I’m almost fully invested and do not find any new wonderful stocks so I keep track of my actual holdings. This week, Assurant inc released their forth quarter results. I will try to highlight my major findings. Share

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Posted in AIZ

Assurant – book value valuation

Regarding AIZ book value per share.  I looked around and found out that most insurance company are valuated based on book value per share.  Insurance business usually make no to little money on premiums but net incomes are correlated to

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Posted in AIZ

Assurant (AIZ)

It is my second time trying to valuate an insurance company.  As this blogs relates my expedition in value investment, I’ll try to write down my thoughts in valuating an insurance company.  This valuation is directed at Assurant. Company description

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Posted in AIZ

DELL follow up

Following last post on Dell estimates, I checked if my assumptions were valid on the quarterly release financials. All expected drop in sales were in line with my estimates but the service growth was not. Even with quest acquisition, Dell

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Posted in DELL

Dell : a business in transformation

Dell operating segments Enterprise solutions This business is the growing higher margin segment of Dell. They put all hopes on this segment. It grew 14% this year (excluding storage) and they want to fuel this growth in the next years

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Posted in DELL

eggxtraordinary? Cal-Maine Food edition.

It’s been a long summer.  No analysis, no investment but a rocky september.  I’ve liquidated a long investment of mine, Jewett-Cameron, due to a big run-up in price.  I’ve now freed cash (30% of portfolio) and need to get back in

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Posted in CALM
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