Common Cents Investment Group

BSHI
IKNX
ARDNA
RFIL

These companies all look very cheap and are earning money. Some sell well below their book value. Just a good place to start if you need some ideas!

Just watching SPOR. Seems like a good asset play at this point in time. With $10 million in net assets and just a $1 million market cap, this one looks good. We will have to see if they liquidate or go private. Hopefully, now that management owns over 40% of the co. they will do something to benefit...

I did not that they said they are seeing some stabilization in their businesses. Could they also be seeing the same on the acquisition front? If so they might need the money if they cant borrow enough due to the low EBITDA earlier this year.....I agree with george that this does appear to be a poor ...

According to the balance sheet the rights are worth around $0.14-$0.15. The common is worth $10.15 (Book). Hard to say exactly what you could get out of this. I am inclined to say it is a bargain if you can get it under $7. Then even if it takes 2 years you could manage 15%. If it closes faster then...

This looks interesting. Might bring it up in the next meeting.
http://can-turtles-fly.blogspot.com/200 ... -cdco.html

Also the rights might be a good buy. CDCOR

I am in agreement with you. It will be very interesting to meet Joe Massoud on the 11th of May. He seems like a great guy and someone who really knows his stuff. This company looks very strong . Even if they do have to cut the dist. it is fine since it will come back after some time. Very good compa...

This one is up nicely so far. I did not expect such and increase in such a short time. Still a good value here at $21, but it was more attractive at $16.

I know last time we discussed several RS going private transactions. Anyone look into these any further?

For anyone interested in doing some research ahead of time, here is a stock that will be presented at one of our upcoming meetings. I feel it is undervalued for a few reasons that will be discussed at the meeting. It is selling below book currently and is a strong insurance player. Please read throu...

http://www.pbs.org/nbr/site/research/le ... 2_buffett/

Interesting....