Portfolio Update Regarding GeoEye (GEOY): Earlier this week, satellite imaging company DigitalGlobe (DGI) made a bid for our portfolio holding company GeoEye (GEOY) for approximately

First Niagara Financial Group Inc. (FNFG) $7.61 The Company: First Niagara Financial Group is a regional bank that is headquartered in Buffalo, New York and the

Nokia Corporation (NOK) $1.80 The Company: Given the dearth of good candidates based on a review of insider data last week, I decided to do

Basic Energy Services, Inc. (BAS) $10.32 The Company: Founded in the Permian Basin in 1992, Basic Energy Services is a provider of well site services

Hardly a day goes by before I see an alert for yet another insider purchase at Opko Health (OPK) by its Chairman and CEO Dr.

Pioneer Drilling Co. (PDC) $7.49 The Company: Established in 1968 and headquartered in San Antonio, Texas, Pioneer Drilling Company provides land drilling services to oil

Masimo Corporation (MASI) $19.30 The Company: Started in one of the co-founder’s garage, Masimo Corporation is a medical technology company that was founded in 1989

CVR Energy, Inc. (CVI) $24.70 The Company: CVR Energy is an independent petroleum refiner headquartered in Sugar Land, Texas. The company was founded and built

Best Buy Co. Inc. (BBY) $19.17 The Company: Best Buy is cheap. The company is not classic “trading well below book value” cheap or “sum

A. H. Belo Corporation (AHC) $4.23 The Company: The newspaper industry has been in sharp decline over the last decade as circulation numbers have dropped

Cabela’s Inc. (CAB) $36.45 The Company: Known for it’s big log cabin stores, Cabela’s is a retailer and direct marketer of hunting, fishing, camping and

Titan International Inc. (TWI) $29.05 The Company: Titan International is a manufacturer of wheels and tires for a wide variety of off-road equipment. The company traces its