Teton Advisors Inc. is an asset management company with $1.4 billion under management that was spun off from GAMCO in 2009. The company retains close operational ties with GAMCO, and is majority-owned by Mario Gabelli. Teton has been extremely successful in … Continue reading
Good news from two companies I’ve written about: Retail Holdings and Awilco Drilling. Retail Holdings – RHDGF Retail Holdings NV is a holding company with a fully-diluted 54.1% stake in Singer Asia, a consumer goods conglomerate operating in South-East Asia. Singer … Continue reading
The companies I write about typically fall into one of four categories: companies trading at a low multiple of normalized earnings, high-growth companies trading at low-growth multiples, improving capital structure plays, or liquidations. Fruitful territory, but hardly the only effective … Continue reading
Last November I wrote about Power Solutions International, a high growth natural gas engine company trading at a very reasonable price. Since then, shares have rocketed 150%. Growth has been strong since I wrote, but multiple expansion is responsible for … Continue reading
Smith-Midland Corporation is a Virginia-based manufacturer of precast concrete components for the construction and architectural industries. Smith-Midland provides a broad array of products including building exteriors and panels, highway safety barriers and sound barriers, precast buildings and more. Smith-Midland trades … Continue reading
Belk Inc. is a department store chain with over 300 locations throughout the American South. Belk has been in operation since 1888, when it was founded by William Henry Belk. Since nearly ceasing to exist in the 1990s, Belk has … Continue reading
Rocky Mountain Dealerships, Inc. is a rapidly-growing, modestly valued agricultural and construction equipment dealer operating in Canada’s prairie provinces. Since 2008, the company’s first full year of public ownership, RMD has increased annual revenues at a 23% annual rate and … Continue reading