HollyFrontier's 'Light, Sweet' Crude Gives it Edge

Looking at the refinery sector right now, one well known Warren Buffett quote springs to mind, "Be fearful when others are greedy and greedy when others are fearful." I have commented on the value on offer at HollyFrontier Corp (NYSE:HFC) before, but right now the company appears to offer even [...]

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Axiall Looks Exciting And Stable, Compared To Peers

I recently highlighted the value on offer at chemicals company Axiall Corp (NYSE:AXLL) where I believed that investors had mis-read the company's income statement and ignored the company's potential free cash flow. Axiall Corp (NYSE:AXLL) recently reported for the second quarter and the company's strengths and synergies gained from its recent [...]

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Price-To-Book: Are Intangibles Safe? Not Netflix

The price-to-book ratio is for the most part a completely useless valuation method. Indeed, unless calculated personally, with a keen eye for detail and rigorous analysis of company finances, the ratio can be highly misleading. Reasons for wrong price-to-book valuation There are basically three main reasons why the price-to-book valuation is [...]

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American Railcar: Why it Deserves Premium over Peers

American Railcar Industries, Inc. (NASDAQ:ARII) is not your average value stock. With an asset value per share of $17.8, American Railcar looks expensive compared to its assets. Indeed, the company is more expensive on a price-to-book basis than its peer FreightCar America, Inc. (NASDAQ:RAIL), which trades at a price-to-book ratio of [...]

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Crocs From Fad to Bust to Value Opportunity?

Don't go investing in something you don’t understand, that’s the Warren Buffett mantra. I don’t understand Crocs, Inc. (NASDAQ:CROX), I don’t see when anyone would want to wear them so I won't be buying into the stock. Having said that, the company looks to offer an interesting investment opportunity. Crocs [...]

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Examples of Forward Earnings Estimates Getting Control

If history repeats itself, and the unexpected always happens, how incapable must Man be of learning from experience. - George Bernard Shaw One of the key themes in the holy grail of value investing literature, Benjamin Graham's Intelligent Investor, is that the author has absolutely no patience for those analysts [...]

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IBM Best Potential ‘Future’ Value Investment

Value investing does not have to offer immediate value, or even immediate returns. Indeed, the best value investments are the ones that offer value, growth and returns for many years into the future. One of the best potential 'future' value investments around right now is International Business Machines Corp. (NYSE:IBM). IBM [...]

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IBM Best Potential 'Future' Value Investment

Value investing does not have to offer immediate value, or even immediate returns. Indeed, the best value investments are the ones that offer value, growth and returns for many years into the future. One of the best potential 'future' value investments around right now is International Business Machines Corp. (NYSE:IBM). IBM [...]

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Ocean Rig: The Bull and Bear Case

The oil & gas equipment sector has been out of favor with investors this year, which now leaves some of the sectors biggest names and key players in the global oil market, such as National-Oilwell Varco, Inc. (NYSE:NOV), trading at historically low valuations. Value in the sector is easy to [...]

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Vedanta Resources: Corporate Structure Cloaks Valuation

Vedanta Resources plc (LON:VED) (OTCMKTS:VDNRF) is by far the most undervalued stock in the FTSE 100 (INDEXFTSE:UKX). This is a bold claim to make, however, I believe that due to the nature of Vedanta's corporate structure, many investors never fully understand the company's value any its key metrics are often [...]

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Pan American Silver Looks Attractive Amid Metals Panic

Right now one of the sectors that offers the most value for money is the basic materials sector, in particular, the silver miners. Unfortunately, silver mining companies have been lumped with the same reputation as gold miners and have been aggressively sold off as investors are terrified about falling returns, [...]

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Scorpio Tankers: Value In A Distressed Sector

Scorpio Tankers Inc. (NYSE:STNG) presents an interesting value opportunity. On one hand the company is undervalued and churning out profits in an industry that is generally losing money, plagued by overcapacity, low day-charter rates and vicious competition, (it has been known for a customer that sees a port full of [...]

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