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Do Net Current Asset Plays Still Exist?

September 7th, 2008 by CA Editors


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See more ALSC, Long Stocks, Mark Perkins, Small Caps | 1 Comment »

Is Buffett Buying American Express (AXP)?

August 25th, 2008 by James Cullen

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See more AXP, BRK, Financials, James Cullen, Large Caps, Long Stocks, WFC | 4 Comments »

Primus Guaranty and the Viability of the CDPC Model

August 21st, 2008 by James Cullen

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See more Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps | 7 Comments »

Aggressive Model Portfolio, Year-to-Date

August 18th, 2008 by James Cullen

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See more ACN, AVTR, EXEL, HW, IR, James Cullen, Long Stocks, PDLI, PRD, PRS | No Comments »

Primus Guaranty (PRS) Earnings and Conference Call Notes

August 7th, 2008 by James Cullen

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See more ABK, Financials, James Cullen, Long Stocks, MBI, PRD, PRS, Small Caps | 2 Comments »

Portfolio Moves; or This Wednesday Could Be an Interesting Week

August 4th, 2008 by James Cullen

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See more AEO, Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps, USG | 6 Comments »

American Eagle (AEO): Analysis and Valuation

July 24th, 2008 by CA Editors

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See more AEO, ANF, ARO, Alex Bossert, JCG, Long Stocks, Retail | 1 Comment »

SOAP: Trades Below Cash, Not Just for Showering Anymore

July 16th, 2008 by CA Editors

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See more Long Stocks, Mark Perkins, SOAP, Small Caps | 6 Comments »

Last Comments on Primus (PRS) For a While, I Promise

June 26th, 2008 by James Cullen

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See more Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps | 2 Comments »

Notes from My Conversation with Primus (PRS)

June 20th, 2008 by James Cullen

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See more Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps | No Comments »

The Primus Guaranty (PRS) Stock Report

June 20th, 2008 by James Cullen

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See more Financials, James Cullen, Long Stocks, PRS, Small Caps | 5 Comments »

Looking for a Neutral Take on Ingersoll-Rand (IR)? Look Elsewhere!

June 16th, 2008 by James Cullen

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See more IR, Industrials, James Cullen, Long Stocks, UTX | 1 Comment »

Lionsgate Entertainment (LGF): Misunderstood, Too Cheap to Ignore

June 10th, 2008 by CA Editors

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See more Andrew Arons, LGF, Long Stocks, Media, Small Caps | No Comments »

Small Companies With Great Growth: AMED, AEHR

May 18th, 2008 by CA Editors

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See more AEHR, AMED, Long Stocks, Mark Perkins, Small Caps | No Comments »

The American Express (AXP) Stock Report

May 15th, 2008 by James Cullen

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See more AXP, Financials, James Cullen, Large Caps, Long Stocks | No Comments »

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