Cash Burning A Hole In Your Pocket? Jump In A LAKE

It has been a disastrous year for Lakeland Industries (LAKE), and its stock price reflects this. While the rest of the market reaches for new highs, shares of Lakeland are getting bent over; shares are down 70% from their 2012 highs! But has the market overreacted?

A Universe From Nothing

I recently had a chance to read A Universe From Nothing, a Charlie Munger book recommendation.

On Selling Microsoft

A few years ago, I recommended Microsoft (MSFT) as a potential value investment. Since then, this cash cow has continued to generate enormous returns on its capital. But two unrelated developments now make it a 'sell' candidate in my opinion. Read more...

Manhattan Bridge To Somewhere

The oldest member of this site's Stock Ideas page is Manhattan Bridge Capital. In the last six months, however, this company has seen its shares rise some 65%! As a result, it becomes the latest stock to move to the Value In Action page.

The Charisma Myth

Charisma is something non-founder CEOs are simply born with...or is it? Most people believe CEOs rise to the top of their fields because of some innate quality that makes people follow them. But Olivia Cabane argues that charisma is learned; some may pick it up more naturally, but with the right tools anyone can learn it. In The Charisma Myth, she describes how.

Cisco: Let Me See That LONG

Cisco has a dominant market share in an industry where scale is advantage. Considering this, its market price a couple of years ago was laughable. But it only looks laughable in retrospect. When I brought up the stock as a potential investment at that time, though commenters on this site generally agreed that the company was undervalued, commenters throughout the rest of the web (e.g. through Seeking Alpha) saw the company through Mr. Market's eyes. Here are some of the bewildering comments I received after arguing the stock is undervalued:

IFON You Up With A Deal

InfoSonics (IFON) was already a deep net-net when it reported results earlier this week. But after reporting an EPS loss of 5 cents, the shares were pulverized, causing the company to lose almost one-third of its market cap, or 16 cents per share. Blood in the streets.