Recently Profiled Companies Show Healthy Growth – CPKF, AMNF

Chesapeake Financial Shares – CPKF Since I wrote about the company at the beginning of October, Chesapeake has been busy. The company announced third quarter earnings of $0.75 per diluted share, 36% higher than the third quarter of 2011. The merchant card services division was a standout, increasing revenues by 32% over Q3 2011. The …

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CTM Media Holdings – CTMMA/CTMMB

CTM Media Holdings is profitable and growing. The company’s valuation is modest and its dividend policy is generous. What’s more, the company is over-capitalized and carries no debt. I must preface this analysis by acknowledging a few risk factors. CTM Media Holdings is miniscule, with a market cap of only around $16 million. CTM Media …

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Armanino Foods of Distinction – AMNF

Ever have a stock that “got away?” You did the research and liked what you saw. Modest valuation, positive business trends, high returns on capital and even a dividend, but for some reason you never pulled the trigger and eventually forgot about it? That’s my story with Armanino Foods of Distinction. Armanino, headquartered in Hayward, …

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AutoInfo – AUTO

AutoInfo is a transportation and logistics broker. The company operates primarily through its subsidiary, Sunteck Transport Group. Though AutoInfo plays the role of middleman, its services improve efficiency and reduce costs for both providers and purchasers. Smaller businesses often have irregular and sporadic shipping needs, so contacting Sunteck when the need arises may be cheaper …

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A Quick Note on Computer Services, Inc. – CSVI

Computer Services, Inc. is an example of a hugely successful public company that is not listed on a major exchange. The company has an impressive long-term track record that exceeds nearly all its exchange-traded peers, yet remains relatively unknown. The company has 10 year revenues and earnings growth rates of 8.8% and 13.4%, respectively. Dividends …

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ACME Communications: A Special Dividend Story – ACME

ACME Communications is in slow motion liquidation. In 2002, ACME owned 11 TV stations. Since, the company has been gradually selling off its stations and paying special dividends with the proceeds. On September 10, the company announced the sale of its final three station broadcast licenses and associated station assets for $17.3 million. License transfers …

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Chesapeake Financial Shares, Inc. – CPKF

The more I time I spend investigating the banks and thrifts that trade OTC, the more opportunities I find. There are many highly profitable, conservatively financed and growing banks and thrifts that trade at a single digit P/E and a fraction of book value. One of these is Chesapeake Financial Shares, Inc. which operates Chesapeake …

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