Atlantic Tele-Network owns a diverse collection of wireless and wireline telecom assets in the rural US and the Caribbean. The company’s insiders are large shareholders and have an excellent track record of growing book value and dividends. ATN recently closed … Continue reading →

Spectrum Group International is undertaking a complicated spin-off/deregistering transaction. Spectrum will first spin off A-Mark Precious Metals, its consistently profitable precious metals trading business, separating that good business from Spectrum’s smaller and loss-making collectibles business. Shareholders will receive 1 share … Continue reading →

  Today’s idea is very simple. Kreisler Manufacturing is a profitable, cash generating manufacturer with an over-capitalized balance sheet. Kreisler’s market perception suffers from the results of some poor decision-making a few years back, but the company has fully recovered … Continue reading →