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Primus (PRS): At the Center of CDS Storm

November 3rd, 2008 by James Cullen

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See more FNM, FRE, Financials, James Cullen, LEH, PRD, PRS, Small Caps, WM | 6 Comments »

Regis (RGS): A Stock I Just Don’t Want to Own

October 24th, 2008 by James Cullen

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See more James Cullen, RGS, Short Stocks, Small Caps | No Comments »

Micro-Cap Value Stock: Educational Development (EDUC)

October 23rd, 2008 by CA Editors

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

Bad Market Offers Many NCAV Opportunities

October 12th, 2008 by CA Editors

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See more Long Stocks, Mark Perkins, SGC, SMRT, SPAR, Small Caps, USU | No Comments »

Primus’ Jasper: Fannie/Freddie Impact Minimal, CDS Will Endure

September 9th, 2008 by James Cullen

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See more FNM, FRE, Financials, James Cullen, PRD, PRS, Small Caps | 6 Comments »

Do Net Current Asset Plays Still Exist?

September 7th, 2008 by CA Editors

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Mean Reversion After Bad Months (World Beta - Engineering Targete..., 9/12/08)
How to Best Protect Your Assets from American Judges (Contrarian Profits, 8/21/08)
Macquarie Group (ASX:MQG) Profits Fall By 43% (Contrarian Profits, 11/19/08)
Read more on Assets at Wikinvest

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

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 | 8 Comments »

Notes from My Conversation with Cal-Maine CFO Tim Dawson

August 8th, 2008 by James Cullen

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More on this topic (What's this?)
Cal-Maine Foods (CALM): The Perfect Downturn Stock (Contrarian Profits, 7/24/08)
Cal-Maine Foods Ready to Cook (Stocks and Blogs, 8/5/08)
Read more on Cal-Maine Foods at Wikinvest

See more CALM, Food and Restaurants, Interviews, James Cullen, Small Caps | 2 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 »

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