A Radical Solution for US Auto Makers
November 17, 2008
I'll admit sometimes I like to shake things up a bit, be thought-provoking. It's a practice that works well for getting ourselves off dead center, and it helps our clients take a fresh look at things. Even if we end up meeting in the middle. A week or so ago, I made the following post on SeekingAlpha.com (http://seekingalpha.com/author/tad-gage?source=search&s=tad-gage) and it did, indeed, get people thinking and tal...
read on
Is anyone looking at conservative, well-run, and undervalued community banks?
November 5, 2008
While my livelihood is earned working as an investor outreach and financial communications consultant serving small public companies, including community banks, I truly enjoy spending time conducting fundamental research on equities and locating undervalued companies. As value investors know, there is nothing more rewarding than finding a truly underappreciated company. It just so happens today that many underappreciated companies are in the banking industry.
If you were to do a screen of community banks trading under book value with positive earning...
read on
Great Depression or Great Reality Check?
October 10, 2008
I’ve about had my fill of hearing the words depression, recession, crisis and crash. So I’m looking for a new way to characterize the situation we now face. The good in what we’re going through now is that maybe, just maybe, this is the grand finale of more than a decade of neglecting what real value is, and what real values are. We’re in a crisis (both risk and opportunity), but there is nothing beneficial about describing it in negative, defeatist terms. So as opposed to the Great Depression, let’s call this the beginning of The Great Reality Check – a time when we finally adjust our values and o...
read on
Our Perspective on Paid-For Equity Research
September 11, 2008
When Capital Insight Partners teamed up with Dutton Associates, we did so not only because we believe in the value of equity research paid for by the covered company, but particularly because we believe in the concept as practiced by Dutton Associates. So do many of more than 6,000 institutions and brokerage firms, and uncounted numbers of individual investors that utilize sponsored research from Dutton.
...
read on
Tip of the Week: Beware the IPO Myth
August 19, 2008
Myth: Strong market support for a stock always follows a traditional IPO.
You have probably heard this line a million times; however, nothing can be further from the truth.
The basics of an IPO work like this. A company hires an investment banking firm to serve as lead underwriter of the stock offering. A prospectus is put together to be approved by the SEC and FINRA. Next, the underwriter enlists the help of other brokerage firms, each receiving a commission upon the sale of stock to its customer. The underwriters technically purchase the shares from the company at a discounted price and then resell the shares to its customers, pocketing the difference.
What you may not have heard is that brokerage firms are encouraged to continue parti...
read on
Capital Insight Partners: New media, sluggish economy call for new strategies in communication.
August 3, 2008
Anthony Burke Boylan
Tboylan@cap-insight.com
Your investors, current and future, don’t get their news from just one source anymore.
...
read on