smallcapsteve.com
Sport Chalet Inc.
http://www.smallcapsteve.com/index.php/blog/13-sport-chalet-inc
Published on Tuesday, 22 October 2013 22:19. Key Number to consider:. From previous annual reports, it appears that Sport Chalet does around 50 percent of their sales in sports equipments, 30 percent in apparel, and 20 percent in footwear. I have never worked in retail, but the optimist in me assumes they can find a way to cut down COGS. For example,. If we consider Foot Locker’s COGS to Sales over the last 4 years:. And if we consider the COGS to SALES ratio for Dick Sporting Goods:. COGS to Sales of 70%.
smallcapsteve.com
Stocks to Watch
http://www.smallcapsteve.com/index.php/blog/12-stock-to-watch
Published on Tuesday, 22 October 2013 17:51. Stocks worth watching (but not buying yet):. AutoCanada is a multi-location automobile dealership groups. As of December 31, 2011, the Company operated 24 franchised dealerships in British Columbia, Alberta, Manitoba, Ontario, New Brunswick and Nova Scotia. During the year ended December 31, 2011, its dealerships sold approximately 28,000 vehicles and processed approximately 300,000 service and collision repair orders in its 333 service bays. They have no debt.
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A look at Bob Auer from the Auer Growth Fund
http://www.smallcapsteve.com/index.php/blog/18-a-look-at-bob-auer-from-the-auer-growth-fund
Published on Thursday, 31 October 2013 04:05. A look at Bob Auer from the Auer Growth Fund. Last night I listened to an interview from microcapclub.com,. With a man named Bob Auer. Bob is a portfolio manager for a fund he started back in 2008. He managed to make millions of dollars off a philosophy he discovered with his father, they search for three things:. Stocks with quarter over quarter sales growth above 25 percent. Stocks with year over year sales growth above 25 percent. It is heavily shorted.
smallcapsteve.com
MeetMe Inc.
http://www.smallcapsteve.com/index.php/blog/19-meetme-inc
Published on Thursday, 31 October 2013 19:30. MeetMe Inc is quickly becoming a popular mobile application for people in a casual dating environment to connect. The company is trading at price multiples far below similar companies and as such is undervalued. Key Comparables (from Oct 28):. From looking at the comparables (these were the best I could find) there are few important takeaways:. So based on the comparables we have learned two things: 1) MeetMe is cheaper than the similar web services, but 2) n...
smallcapsteve.com
My Sad Thesis on Minimum Wage
http://www.smallcapsteve.com/index.php/blog/17-my-sad-thesis-on-minimum-wage
Published on Wednesday, 30 October 2013 05:32. My Sad Thesis on Minimum Wage. We are seeing a growing trend towards the public demanding an increase in minimum wage. Last weekend on Real Time with Bill Maher. Bill mentioned how the median fast food worker in America makes $8.65 per hour and is 29 years old. In reference to Ronald McDonald he said "until he starts paying his employees a living wage, he has to wipe that f- ing smile off his face.". From the Globe and Mail. GDP = money supply x velocity.
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Do we have a stock market bubble arising?
http://www.smallcapsteve.com/index.php/blog/20-do-we-have-a-stock-market-bubble-arising
Published on Wednesday, 06 November 2013 03:03. Do we have a stock market bubble arising? I find evaluating stocks difficult right now. A part of me wants to be all in on what I deem reasonable valuations, but the other part of me is finding it hard to discover these. "I love the rally," says Simon Baker of Baker Avenue Asset Management. I definitely think there's a bubble brewing, but you have to be long this market.". Where Mr. Janjuah sees the economy collapsing is a much delayed rebalancing of th...
smallcapsteve.com
Counsel Corporation
http://www.smallcapsteve.com/index.php/blog/14-counsel-corporation
Published on Sunday, 27 October 2013 16:02. Counsel Corporation is a financial services company operating in residential mortgage lending through its wholly owned subsidiary Street Capital Financial Corporation (Street Capital), which is a non-bank mortgage lenders in Canada. The Company operates in one reportable segment, which is mortgage lending. The Company sells the mortgages that it underwrites to financial institutions. The Company sources its mortgages solely through a network of inde...Counsel C...
smallcapsteve.com
Hey Now, I have some new picks!
http://www.smallcapsteve.com/index.php/blog/4-hey-now-i-have-some-new-picks
Published on Friday, 18 October 2013 19:28. I had some time this afternoon, so I figured I would talk about some of the stocks I am considering. Cyberonics, Inc.(NASDAQ:CYBX). This company is "engaged in the design, development, sales and marketing of implantable medical devices that provide a neuromodulation therapy, vagus nerve stimulation therapy (VNS Therapy), for the treatment of refractory epilepsy and treatment-resistant depression (TRD).". Reasons I like it:. Reasons I don't like it:. The followi...
smallcapsteve.com
About Us
http://www.smallcapsteve.com/index.php/about-us
Smallcapsteve started blogging in the Winter of 2009. During that time, he was able to spot many take over candidates and pick a variety of stocks that generated returns in excess of 200%. But in October 2013, he has returned to bring picks to the world and find the next great small caps. Currently Smallcapsteve is recommending the following stocks:. Note: These are the only the stocks recommended on posts. To find out the official buys for recordkeeping, check out the portfolio. Where have I been?
smallcapsteve.com
Where have I been?
http://www.smallcapsteve.com/index.php/blog/9-where-have-i-been
Published on Monday, 21 October 2013 04:19. Where have I been? Simply put, money printing. Those of us who work in the private sector and haven't seen raises in years get it. Not only are our incomes stagnant, but inflation is worse than we are told. Things aren't good. And so long as the "central banking powers that be," continue to effectively steal from us with each and every round of money printing, those of us who aren't the lucky ones will continue to feel it. Would gold be trading at $750 an ounce?
