Amvona

Error
  • Error loading component: com_contact, 1
Lemelson Capital Management

Lemelson Capital Management

Lemelson Capital Management, LLC is a private investment manager focused on deep value and special situation investments.

For regulatory reasons, information about products and services cannot be provided to the general public.

 

Website URL: http://www.lemelsoncapital.com

graph imageOn January 5th, 2012 Amvona published the article American Greetings Corp. and the Triple “W”.  The thesis was comprised of two primary components:

 

a) The value and impact of the stock repurchases the company had made and would be making.
b) An appraisal of the real value of the company’s tangible assets.

 

The following is the price performance one year later of the two purchase made in the shares at the time.

Apple’s Crime and Punishment

Tuesday, 12 March 2013 17:48 Published in Finding Alpha

buy-panic-sell-buttonsPreface:  Given the large number of articles available online that outline virtually every conceivable method of analyzing the quantitative factors of AAPL, the following aims instead to approach the subject from the more subjective, human aspect.

 

“Pain and foolishness lead to great bliss and complete knowledge, for Eternal Wisdom created nothing under the sun in vain.”

- Kahlil Gibran

Update: Why we’re still buying Skechers stock

Sunday, 09 December 2012 21:15 Published in Finding Alpha

skechers shoeOn November 29th, 2011 Amvona published the article “Why we’re still buying Skechers stock”.  The article indicated that shares in the company had been purchased for investor accounts between $11.86 and $12.77 per share.

Here were a few of the reasons for the purchase outlined at the time:

Is Western Digital an Ideal Acquisition Target?

Tuesday, 30 October 2012 17:42 Published in Finding Alpha

*May The Lord rest the souls of those who have departed in the destruction caused by Hurricane Sandy, and console their loved ones.

 

MBAsOn October 22nd, 2012 Western Digital Corp. released their Q1 2013 financial results.  Here are a few key points that are worth noting:

 

Valuation Ratios:  The cheapest Company in America?

 

"Citigroup‘s Joe Yoo today cut his ratings on hard drive and storage technology developers Seagate Technology (STX) and Western Digital (WDC) to Sell from Buy, writing that there is a chance of 25% downside to current estimates for the companies this quarter given what may be drastically lower volume of drive shipments.  Yoo cut his Seagate target to $25 from $37, and cut his Western Digital target to $32 from $53. …For Western, his estimates go to $15.3 billion and $9.99 in EPS from a prior $15.84 billion and $10.68 per share."

STX, WDC Cut to Sell at Citi; Estimates Too High Amidst PC Slowdown (Tech Trader Daily, Oct. 12th, 2012)

Shares of Western Digital (WDC) were sold for investors accounts on August 13th, 2012 at $44.  As of close of market on Friday Oct. 19th, the shares were being traded for a mere 34.88.  A decline of a full $9.12 or almost 21% in barely 9 weeks.  Is the value of the company really less than it was, when the shares recently traded at $44?

 

wdc chart 10-22-2012

© 2012 Amvona. All rights reserved.          visit www.lemelsoncapital.com

Top Desktop version