Here is a riddle. Despite countless studies proving the superiority of value investing over growth or indexes, investors do not normally invest for value. Why is that? Don’t they want better performance and greater wealth? Christopher Browne of Tweedy, Browne in his presentation to the Columbia Business School (Nov 2000) talks about how most money… [Read More]
NEI - Network Engines, Inc. Archives
What a way to finish the first half of 2012! The relief in the markets is palpable with the possibility that a solution to European debt crisis may be on hand. The story, of course, does not end soon, but the market will take any improvement in the situation. The Value Stock Guide Portfolio ended… [Read More]
The saga of Network Engines (NEI) comes to an end with the agreement today with Unicom Systems to acquire the company for $63.2 m in an all cash deal and take it private. The price offered at $1.45/share is 85.8% above the closing price of NEI yesterday at $0.78/share. I recommended and purchased Network Engines… [Read More]
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. After exiting my position in Xyratex, it would have been disappointing if I did not find a way to get my exposure to the storage sector back. With the remarkable growth in the… [Read More]
50 Best Small Cap Stock Picks for 2012 for valuation and earnings. Includes downloadable spreadsheet.