Investment Ideas Archives - Saibus Research

Apple’s Big Deal With IBM Will Help Boost Its Business Sales

Posted on 07/29/2014 in Investment Ideas tagged AAPL

Summary Apple-IBM deal with enable Apple to increase its penetration Read more …

Buffett Backs Bank Of America

Posted on 07/29/2014 in Investment Ideas tagged BAC

Summary Warren Buffett is Bank of America’s Most Notable Shareholder Read more …

(ACY) Can AeroCentury’s Share Price Catch Up to Its Book Value? Analysis of Aircraft Leasing Space

Posted on 03/16/2014 in Equity Report, Investment Ideas tagged ACY, aircraft, aviation, leasing

We have considered investing in AeroCentury (ACY), an Aircraft leasing Read more …

Full Report: Coach Inc (COH)

Posted on 10/31/2013 in Equity Report, Investment Ideas tagged COH

Coach Inc. (COH) Rating: Strong Buy We recommend Coach Inc (COH) Read more …

HKN Inc (HKNI) Q2 2013 Earnings Highlights and Valuation Metrics

Posted on 10/29/2013 in Equity Report, Investment Ideas tagged HKNI

This is a report on HKN Inc (HKNI) courtesy Read more …

Brookfield Infrastructure Partners (BIP) Report

Posted on 10/21/2013 in Equity Report, Investment Ideas tagged BIP

Brookfield Infrastructure Offers High Dividend Yield from Hard-to-Replicate Infrastructure Assets Read more …

Ross Stores (ROST) Full Report Q2 2013

Posted on 10/10/2013 in Equity Report, Investment Ideas tagged ROST

Ross Stores Offers Great Values for the Consumer and a Read more …

Cintas Corporation (CTAS)

Posted on 10/09/2013 in Equity Report, Investment Ideas tagged CTAS

Rating: Neutral Cintas Corporation’s (CTAS) Q1 2013 results were a bit Read more …

Microsoft’s (MSFT) $40B Buyback and Dividend Boost: Good News and Bad News

Posted on 10/02/2013 in Commentary, Investment Ideas tagged MSFT

Last September, Microsoft (MSFT) announced that it would increase its Read more …

Berkshire Hathaway (BRK.B) Utility Operations Q2 2013 Update

Posted on 09/30/2013 in Equity Report, Investment Ideas tagged BRK.B

Berkshire Hathaway (BRK.B) (BRK.A) surprised investors in 2000 by acquiring Read more …

We Were Right about BlackBerry (BBRY) Being a Bust

Posted on 09/24/2013 in Commentary, Investment Ideas tagged BBRY

We took a significant amount of grief from the investment Read more …

Will Trans World Entertainment’s (TWMC) $22M Share Repurchase Add or Preserve Shareholder Value?

Posted on 09/20/2013 in Equity Report, Investment Ideas tagged TWMC

Rating: Accumulate We recommend Trans World Entertainment Corporation (TWMC) as Read more …

Value Investors Finding Value in Newspapers – Newspaper Industry Outlook 2013

Posted on 09/17/2013 in Commentary, Investment Ideas tagged BRK.B, LEE

Newspaper Industry Outlook – September 2013 We recently published a Read more …

Argan Inc (AGX) Q2 2013 Highlights

Posted on 09/12/2013 in Commentary, Investment Ideas tagged AGX

We previously analyzed and evaluated Argan, Inc (AGX) at the Read more …

Greenlight Capital Re’s (GLRE) Q2 2013 Results

Posted on 09/10/2013 in Commentary, Earnings, Investment Ideas tagged GLRE

We have been following Greenlight Capital Reinsurance (GLRE) since September Read more …

Berkshire Hathaway (BRK.B) is Still Undervalued by 15%-25%

Posted on 09/09/2013 in Commentary, Investment Ideas

We don’t see Warren Buffett, Todd Combs and Ted Wechsler Read more …

Veris Gold (YNGFF) is 90-95% Undervalued and Benefiting from Improving Production Trends

Posted on 09/09/2013 in Commentary, Investment Ideas tagged YNGFF

MFC Industrial (MF): Q2 2013 Earnings Notes

Posted on 09/06/2013 in Earnings, Investment Ideas tagged MIL

MFC Industrial: Global Commodity Supply Chain Firm at 32% Discount Read more …

Can Weyerhaeuser (WY) Maintain Its Improved Performance?

Posted on 09/06/2013 in Equity Report, Investment Ideas tagged WY

Rating: Accumulate We have reiterated our rating on Weyerhaeuser (WY) Read more …

PRISA (PRIS): Spanish Media Giant at 90% Discount to Book Value

Posted on 09/04/2013 in Equity Report, Investment Ideas tagged pris, pris.b

Promotora de Informaciones (PRIS, PRIS.B) is Spain’s leading media conglomerate Read more …

Can Windstream (WIN) Maintain its Ample Dividend Yield?

Posted on 08/28/2013 in Commentary, Investment Ideas tagged CTL, WIN

Although CenturyLink (CTL) is still the strongest historically rural telecom Read more …

Novo Nordisk (NVO) is Still an Undervalued Industry Leading Healthcare Company

Posted on 08/27/2013 in Equity Report, Investment Ideas tagged NVO

Rating: Strong Buy We recommend Novo-Nordisk American Depository Receipts (NYSE Read more …

Berkshire Hathaway’s (BRK.A, BRK.B) Newspaper Investments Part I

Posted on 08/26/2013 in Commentary, Investment Ideas tagged BRK.A, BRK.B, LEE

Q2 2013 Update We have been analyzing and evaluating the Read more …

State Street’s (STT) CFO Retirement and Buyback Progress Should Please Investors

Posted on 08/26/2013 in Commentary, Investment Ideas tagged stt

Nelson Peltz’s October 2011 White Paper on State Street Corporation Read more …

Will Weyerhaeuser’s (WY) Business Units Maintain Their Improving Performance under New Management?

Posted on 08/22/2013 in Investment Ideas tagged WY

Rating: Accumulate We have been following Weyerhaeuser Company (WY) off Read more …