Dole Food Company DOLE
Has anyone taken a look at this company or valued it? The IPO wasn't really a sucess and it has been dragged down due to debt concerns. It is number 1 or 2 in the categories it competes in. Any thoughts?
View ArticleDISK - Still a dog?
Hey Everyone,I know that DISK isn't exactly a 'buy and hold', but is DISK still a dog.Besides today (feb 22nd, up 29%) it just keeps looking cheaper, and cheaper, and cheaper.... any thoughts on this...
View ArticleDVR - Cal Dive International
Cal Dive International (DVR) is an Oil Services Company that providesdrilling services for off shore drilling. They have been around since 1975, butonly publicly traded for the last 8 years. The...
View ArticleDynatronics (DYNT)
Who is Dynatronics?Dynatronics designs, manufactures, markets and distributes physical medicine and aesthetic products. The Company manufactures and distributes a range of equipment for physical...
View ArticleDiamond Offshore (DO)
Quoting gtrockefellar Sorry for the lazy writeups. Haven't had the time to do the write-ups like I promised, I told a few people on the forums but here's another idea for anyone interested. Diamond...
View ArticleDeswell Industries $DSWL
Here's an interesting net-net. They're at $2.16 and NCAV is at $3.63. Cash/share is $2.31 and their book value is at $6.87. These guys make injection molded plastic parts for a wide variety of uses....
View ArticleDreamworks (DWA)
Has anyone checked out Dreamworks (DWA)? When I start working on this, the numbers don't appear (at a high level) to make much sense. I get a DCF valuation of that's more than double its current price...
View ArticleDover International (DVD)
So i first saw this idea in Andrew Tseng's quarterly update.Dover International basically runs the Dover International Speedway. It makes it money through hosting two Nascar Sprint Cup races at the...
View ArticleDELL (DELL)
I believe that Dell is largely under-valued and I have an intrinsic value of around $19 on it currently. My struggle with it is that I believe net income, FCF, and revenue will decrease over the...
View ArticleDean Foods (DF)
Its reaching a 52 week low at around $7.50. I'm thinking of loading up. However I am hesitant to do so because its 5 year EPS median is -1.5%. It has strong market competitors from other brands and...
View ArticleDacha Strategic Metals (DCHAF & DSM)
Original article is here.http://www.oldschoolvalue.com/.....tion-pick/
View ArticleDover Motorsports (NYSE:DVD) Notes
Simple notes on DVD.Owner of nascar racing trackSmallest of the competitionniche sporthardcore fansClassic value investors was big on this company few years back. Some links to his...
View ArticleDolby Laboratories (DLB)
Personal holding of mine.Starting a thread to keep track of some good information I come across.http://www.valueinvestorsclub.com/value2/Idea/ViewIdea/90332Dolby Laboratories is a $3.2Bn market cap...
View ArticleDarling International (DAR) - Dirty business but someone has to do it. Only...
Darling International Inc. (Darling) is a provider of rendering, cooking oil and bakery waste recycling and recovery solutions to the food industry. The Company collects and recycles animal...
View ArticleDXP Enterprises Inc (DXPE) Notes
Forbes 100 #24 DXP Enterprises Inc (DXPE)In a fragmented industrial distribution market, they are engaged in the business of distributing maintenance, repair and operating (MRO) products, equipment and...
View ArticleHas anyone analyzed Direct TV?
I have been going throught the numbers (superficially). It seems to good to be true. 21% of their revenue and 29% of their profiit comes from Latin America. They only have 15million subscribes in ALL...
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