Community Health Solutions (CYH) – Side Effects include Risk

December 14, 2011

As you may know, I generally adopt a fairly quantitative process when looking for potential investments, at least at the screening stage. I first consider an excess cash position if there is one, both because it provides a source of primary liquidity and also because it often can be considered separately from the company’s operating […]

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UFP Technologies – Opportunities come in Small Packaging Companies

December 8, 2011

Hello all. Some of you may have noticed that I have not been posing as much as I normally do, and the reason for that is that I have been studying for the CFA examination. The test was last week, so I now find myself again at your disposal. I thought I would kick things […]

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