Monthly Archives: May 2011

National Beverage Corp — Not Enough FIZZ for me

National Beverage Corp. develops, manufactures, markets, and distributes various beverage products in the United States. It offers a selection of flavored soft drinks, juices and other specialty beverages, sparkling waters, energy drinks, and nutritionally-enhanced waters. The company provides its soft … Continue reading

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Investment approach of Royce Funds

One of my favorite investors is Chuck Royce. He is one of the pioneers of small cap investing in the US over 35 years back. The Royce fund families have an excellent track record. Here are some excerpts of the … Continue reading

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Dorel Industries: Research And Valuation

Company Description: Dorel Industries Inc. (DII.B)(DII.A) is a world-class juvenile products and bicycle company. Established in 1962, Dorel creates style and excitement in equal measure to safety, quality and value. The company’s lifestyle leadership position is pronounced in both its … Continue reading

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GameStop update after Q1 2011

GameStop Update after Fiscal 2011 Q1 • Total sales increased 9.5% to $2.28 billion from $2.08 billion. • Total company comparable store sales were 5.3%, driven primarily by strong HD console sales, the Nintendo 3DS launch and a 9.5% growth … Continue reading

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The report that started a long journey

In March 2010 while I was completing my MBA, I started learning about equity analysis and research. I wrote a couple of reports and sent it to a bunch of people ( all my friends and some people in the … Continue reading

Posted in Motiwala Capital, Stock analysis | Tagged | 8 Comments

Phil Carret’s “12 Commandments of Investing”

I just came across an investor with the longest track record via this excellent blog. His name is Phil Carret. He died at the age of 101 in May 1998. His investment career spanned 8 decades. Mr. Carret was known … Continue reading

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How much would you pay for this company?

How much would you pay for this company? Sales: $20 billion EBIT: $4.6 billion NI: $3.4 billion Cash from Ops: $4 billion FCF: $2.4 billion Net Cash: $2.7 billion Continue reading

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Cato Corporation – Cheap and unfollowed

The Cato Corporation operates as a fashion specialty retailer for fashion and value conscious females principally in the southeastern United States. Its stores offer an assortment of apparel and accessories, including dressy, career, and casual sportswear; dresses; coats; shoes; lingerie; … Continue reading

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Investing rules of William Ruane

William John Ruane was born on Oct. 24, 1925, in a middle class neighborhood in Chicago, and grew up in the suburb of Oak Park, Ill. He graduated from the University of Minnesota in 1945 with a cum laude degree … Continue reading

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