XP Power (XPP:LSE): Daft Electronics

XP Power (XPP:LSE): Daft Electronics

XP Power (XPP:LSE) is a London-listed, Singapore-registered company providing power supply solutions to the electronics industry in the USA, Europe and Asia.   Business Let me add nuance to the above description and explain what makes XP Power a great…

John Wiley (JW.A): Mini Monopolies in Academia

John Wiley (JW.A): Mini Monopolies in Academia

In my quest for businesses with monopoly features, I came across this company that has mini monopolies scattered throughout the academic sphere. I am talking about John Wiley (JW.A) and its academic journals business. The company publishes journals in the…

The average audience share of major Russian TV channels for 2010-2013

A Rerun of CTC Media (CTCM)

Earlier this week, John (@portfolio14) reminded me of the first company write-up on this blog, CTC Media (CTCM) – a Russian TV broadcaster. All the negative news from Russia are attracting more and more value investors’ attention. While US stocks…

Nuclear Story with an Unexplosive End

How about a post-bankruptcy, spin-off monopoly today? I came across Babcock & Wilcox (BWC) in this free issue of Grant’s Interest Rate Observer that has been making the rounds on Twitter (my handle is @DGenchev).  The story of a naval…

Fair Play Properties REIT Logo

Will FairPlay ($6F3:BU) Live up to Its Name

A 90% price drop doesn’t immediately make a company cheap, but it definitely makes it worth a look. I lifted this idea from fellow value investor @DPBakalov, who also tipped me about Yuri Gagarin, which I wrote up previously. But…

National Western Life ($NWLI): An Attractive Small-Cap Life Insurer

National Western Life ($NWLI): An Attractive Small-Cap Life Insurer

I have had National Western Life Insurance ($NWLI) on my radar for some time now. Company Profile National Western Life Insurance sells life insurance and annuity products including individual, universal, whole, and term plans. The company operates throughout the US,…

Monthly Sales of Yuri Gagarin 2010-2012

Yuri Gagarin ($4PX:BU)

Yuri Gagarin ($4pX:BU), named after the first man to fly in outer space (around the Earth in 108 minutes on Vostok 1), is a cardboard and paper printed packages and cigarette filters and tubes manufacturer located in Plovdiv, Bulgaria.  Although…

Russian TV: CTC Media (CTCM)

Russian TV: CTC Media (CTCM)

For those of you feeling adventurous, I am proposing this Russian stock.  There are plenty of risk factors, which is why I will start with them.  If you are not deterred, you may consider this an intelligent speculation.  But first…