Focus Articles

Focus Article: Best Buy Co. Inc. (BBY)

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 of parts are worth more than the whole” cheap but rear-view mirror “value trap” cheap. ...

Read more

Focus Article: A. H. Belo Corporation (AHC)

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 precipitously and competition from new media companies has heated up. In a world of 24/7 ...

Read more

Focus Article: Cabela’s Inc. (CAB)

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 outdoor merchandise. Founded in 1961, the company has grown to 36 retail stores located in ...

Read more

Focus Article: Titan International Inc. (TWI)

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 roots back to the Electric Wheel Company in Quincy, Illinois, which was founded in 1890. ...

Read more

Focus Article: Life Time Fitness Inc. (LTM)

Life Time Fitness Inc. (LTM) $46.98 The Company: Headquartered in Chanhassen, Minnesota and founded in 1992 by current Chairman, CEO and President, Bahram Akradi, Life Time Fitness designs, builds, and operates health clubs in the United States and more recently ...

Read more

Focus Article: magicJack VocalTec Ltd. (CALL)

magicJack VocalTec (CALL) $22.66 The Company: magicJack is a small device that can be plugged into a USB port and allows unlimited calling from regular phones. The device was created by Dan Borislow and sold through a company called YMAX ...

Read more

Focus Article: Vistaprint (VPRT)

Vistaprint N.V. (VPRT) $37.32 The Company: Founded in Paris, France in 1995 by current President and CEO Robert Keane, Vistaprint is an online supplier of printed marketing products and services to micro businesses across the world. Vistaprint defines micro businesses ...

Read more

Focus Article: Vera Bradley (VRA)

Vera Bradley, Inc. (VRA) $31.04 The Company: Located in Fort Wayne, Indiana, Vera Bradley is a designer of quilted luggage, handbags and accessories for women that include everything from wallets to iPad covers. The company was founded in March 1982 ...

Read more

Focus Article – Regional Banks

Insider buying usually tends to slow down around the start of each quarter as companies start reporting earnings. Insider buying dried up significantly over the last two weeks and the Insider Sell/Buy ratio is the highest it has been since ...

Read more

Focus Article – Hedging Our Long Portfolio

With the new bull market in full swing, I have been getting questions from seasoned investors about insider activity and if it points to a potential drop. We have been calculating an insider sell/buy ratio on a weekly basis for ...

Read more