July 31, 2009

Value in Tucows?

One author thinks that there is deep value in Tucows.

A Graham Flavored Portfolio

Seeking Alpha looks at several stocks that Ben Graham would find appealing. The author makes a short case for owning a couple of these stocks, most notably Tidewater and Olin Corp. Value hunters may want to give this list a look and do some additional research.

July 28, 2009

On Pharmaceutical Product Development

The Fool has disclosed that Pharmaceutical Product Development is an official MF Stock Pick. The stock has had a bit of a rough time lately as it has suffered an earnings miss and a couple of analyst downgrades. But, as the comments from the article point out, the stock price should recover whenever the economy does.

July 23, 2009

Graftech International: A MF Holding

The Fool discloses here that they own shares of Graftech International. Not much else could be found on the company except for a quote by fund manager Mario Gabelli:

"Every time you make a ton of steel, you have to put one of their consumables, carbon graphite, into the furnace," he explained.

"Three years, four years from now, they're going to...have products and technologies that will allow them to get a 15 multiple on peak earnings; you're talking about a stock going from 6 to 45."

Innophos Holdings: A MF Hidden Gem

The Fool discloses here that Innophos Holdings is an official MF Hidden Gems pick. They also disclose in this article that they own shares of the stock.

July 17, 2009

Looking at Leucadia National

The Fool discloses here that Leucadia National is a MF Stock Recommendation. Investopedia has an excellent write-up on the company where they declare that the current stock price is not reflected in the sum of its parts.

$62 Price Target on Biogen

Zacks gives a breakdown of Biogen's 2nd quarter earnings report and maintains their bullish stance on the company. They give a price target of $62 and imply that they would make a great buyout candidate.

July 13, 2009

Volcom a Hidden Gem

As pointed out here, Volcom is still a MF Hidden Gem pick and a stock that they own themselves.

Hansen Medical at 52 Week Low

If you still believe in the stock, this may prove to be a great buying opportunity.

July 7, 2009

Heal Your Portfolio With Kinetic Concepts

Seeking Alpha has a small article on Kinetic Concepts. From the article:

Morningstar rates KCI as 4-stars (with 5-stars being best) and estimates ‘fair value’ as $37/share.

Value Line has a 3 – 5 year target price range of $70 - $100.

These price targets seem way too high as the company is facing increased competition. Still, this company seems cheap with a forward P/E of 6.2 and a .71 PEG.