Fructivore Investments https://validator.w3.org/feed/docs/rss2.html Cypress Semiconductor and Value Line: Do Your Own Analysis BorgWarner: Auto Parts Technology Leader with Large Free Cash Flows Buying Financial Companies Based on Book Values: Regression Analysis Revisited FONAR: A Microcap MRI Company with a Suspiciously High Yield An Upsetting Experience with Editors re: BorgWarner Does the High Price of Gold Imply an Opportunity in Miners? GoodRx – It is Dangerous to be a Minority Shareholder Interpublic Group and Omnicom – An Undervalued Company Buys Another One Part 3: Insurance companies performance based on price/book ratio in 2024 Helen of Troy: Risky even by Falling Knife Standards Darling Ingredients – A Distasteful Company but with Unstable Margins Buying Midwestern Banks based on Price/Book ratio in 2024 OpenText: A Cloud Company that is an Undertaking of Great Advantage… BlueLinx: A Construction Suppler with Massive Cash Reserves The naive strategy of buying banks based on price/book ratio: An evaluation based on 2024 results DXC Technology: High Cash Flow, but Fundamentally Risky Trump Appellate Bond Reduction Unsupported by Law (in Two Senses) Greif Inc.: Promising but Recent Results are Worrisome Clearwater: A Paper Company Offering High Returns What exactly is China doing with all our money? Ingevity: Restructuring Possibly Effective, Possibly Not Garrett Motion: Auto Parts Manufacturer with Huge Earnings Yield Why does everyone hate Tegna stock (apart from the obvious) What should we do about changes in working capital when calculating free cash flow Harland Clarke Bonds – A High Yield Opportunity Inflation: Does Say’s Law even Apply? Aspect Software: Press 1 to Purchase Attractive Junk Bonds Good News: China’s a Bubble Collapsing Oil and Avoiding its Ripple Effects Frontier Communications? You Might Prefer the Preferred Stock In a Volatile Market, Step Back and Read The Focused Credit Mutual Fund Collapse: Liquidity, and Contagion Risk Park-Ohio: An Undervalued Niche Manufacturer With Well-Chosen Acquisitions Alaska Communications – Junk Bonds of the Last Frontier Back from the Warren Buffett Convention! Black Box – Worth a second look Crawford & Co. – A good bet for when everything else goes wrong Food Stamps and the Price of the Minimum Amount of Food in 1935 England and Today NASB – Banking on a Return to Normalcy ACCO Brands – An attractive investment once adjustments are made Disclosures Cott Corporation (COT) – I think not. Make Yourself Immune to Interest Rates Richardson Electronics – A Net-Net Worth Liquidating Place your bets on the Mohegan Tribal Gaming Authority Skywest – Buy It For Its Cash Holdings, Keep It For Its Airline Business CF Industries: Strong Margins Taking Advantage of low Natural Gas Prices Black Box – Robust free cash flows Deriving a zero yield curve from a par yield curve Cablevision: Reasonably Priced with Substantial Free Cash Flow