On Dec 2, 2015 we exited our position in Gencor (GENC) for a total return of 57.33%. This position was first established on Oct 5, 2011. We held this stock for 4 years to wait for the catalyst of increased funding for Federal highway projects (transportation bill), which finally seems to be taking shape. Our… [Read More]
History of Recommendations
These are the recommendations made to the Premium members in the past. We are now out of these stocks and may or may not get back in again. The Premium recommendations are made available to non-members about a week after we exit the investment.
Sold GSOL For 9.47% Total Return in 18 Months
Admittedly this investment did not work out the way that we wanted (very few do, some surprise to the upside and some not so much). The investment thesis was sound and we expected to exit at around $10/share which is still a good target. The reason we sold this stock was 2 fold: 1. This… [Read More]
Listen to this Podcast and Sold NPK Recently for 43.26% Total Return
Portfolio Transaction On Sep 16, 2015, we sold NPK (National Presto) stock at $84/share. This sale resulted in 43.26% total return. The NPK stock predates the start of the Value Stock Guide service and therefore has been one of the longer held stock for us, having initially purchased on Sep 30, 2009. Late last year… [Read More]
Exited $USLM for 27.75% Total Return
On Oct 31 I sold USLM stock at $70/share. We have held this stock since May 10, 2012, originally purchased at $54.75/share. The total return from this investment was 27.75%, net of commissions and includes dividends received. This is the original recommendation post I made to the members over 2 years ago The stock today is… [Read More]
Sold: $BG at 30.06% Return and $TPL at 256.53% Return
I have two sales to report. Of these BG was sold a few weeks ago while TPL was sold today. 1. Bunge (BG) Purchase Date May 29, 2012 Price Paid $62.35 Sale Date Jul 31, 2014 Price Received $79.50 Total Return 30.06% The main reason for the sale was to make way for… [Read More]
[Member] Tuesday Morning (TUES) Has a Great Appreciation Potential
![[Member] Tuesday Morning (TUES) Has a Great Appreciation Potential](https://valuestockguide.com/wp-content/uploads/2012/03/tues-bv-300x180.png)
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. Tuesday Morning (TUES) operates about 861 stores in US that sell premium brand closeout merchandise. Items include home decor, bedding, collectibles, pet, toys, cookware, kitchen accessories, rugs, and more. These are first quality… [Read More]
[Member] HCII is a Buy With a Catalyst Already in Place
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. Homeowners Choice Inc (HCII) is a home owner insurance holding company in Tampa, Florida. Through its various subsidiaries, it provides homeowners’ insurance, condominium owners’ insurance and tenant insurance to property owners in Florida…. [Read More]
[Member] NEI – A Net-Net Stock, Also Undervalued By Earnings
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]
[Member] Bassett (BSET) – Undervalued Balance Sheet – Buy
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. Bassett Furniture Industries (BSET) designs, manufactures and markets home furnishings in the United States. The company operates in three segments: Wholesale – The Wholesale segment engages in the design, manufacture, sourcing, sale, and… [Read More]
[Member] Dex One (DEXO) – A Turnaround Opportunity
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. Every stock has a story and every story is different. This makes analyzing some of the stocks in a way that is completely different from the “standard” analysis tools that we are used… [Read More]
[Member] Flexsteel (FLXS), A Good, Solid, Boring But Undervalued Stock
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. Flexsteel Industries (Ticker: FLXS) is an Iowa based manufacturer of wooden and upholstered furniture for residential, business and commercial use. Additionally it makes upholstered seating for recreational vehicles such as motor homes, trailers,… [Read More]
[Member] HLYS is a Net-Net, But Is It a Value Trap
![[Member] HLYS is a Net-Net, But Is It a Value Trap](https://valuestockguide.com/wp-content/uploads/2011/10/hlysprice-300x105.png)
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. Heelys (HLYS) is a one product company that became a sensation with its heeled footwear. The stock at one time traded as high as $38 and change in 2007. With fad of its… [Read More]
[Member] Great Recession Proof Business with Undervalued Stock
There are certain sectors in the economy that are relatively recession proof. Tobacco is one such sector, and it has mainly to do with a more or less inelastic demand of the products. While most of the tobacco majors are not expensive, they cannot be considered terribly cheap either. However, this company continues to trade… [Read More]
[Member] PC Connection (PCCC) Shares are Undervalued and a Great Buy
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. PC Connection (PCCC) is set to report earnings on Thursday (Aug 4, 2011) after market close so it is worth keeping an eye out for the company. A single analyst covers the stock… [Read More]
[Member] Klipsch Earning Power has Moat – A Good Acquisition – Part 3
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. For this analysis, you might find it useful to refer to the accompanying 8-KA that Audiovox published. This document provides audited financial statements for Klipsch for the last 3 fiscal years as well… [Read More]
[Member] Xyratex (XRTX) is Still a Bargain
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. You might recall I recently purchased shares in the data storage company Xyratex (XRTX). This is a reasonably small company (Market Cap: $300 Million) based in Havant UK that provides solutions and technologies… [Read More]
[Member] Did Audiovox Pay a Fair Price for Klipsch? Valuing Klipsch Assets – Part 2
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. I am of a firm belief that companies generally destroy shareholder value when they acquire other companies. Synergies, that the most acquiring company expect out of the combined entity often fail to materialize,… [Read More]
[Member] AudioVox – A Net-Net in Search of Moat – Part 1
This is a past Premium recommendation and is made available for your reference. For more past trades, refer to our trade history. Sometimes, stocks can remain undervalued for long periods and need a catalyst to unlock the value. Audiovox Quick Facts Ticker VOXX Markets mobile & consumer electronics products International operations in Europe, Asia, Venezuela… [Read More]