Category Archives: Investment Ideas

Starz (STRZA) is a recent spinoff from Liberty Media and is the only premium TV channel that is independent. Starz is a great business with 26-28% ebitda margins and returning 90% on invested capital. I believe STRZA offers an attractive … Continue reading →

I wrote up an investment piece on JCTCF that was published in Seeking Alpha’s Alpha-Rich section. Excerpt: Jewett-Cameron Trading Company Ltd. (JCTCF) is a manufacturer and distributer of specialty metal and wood products in four business segments: Industrial wood products, … Continue reading →

Thesis ASFI is a special situation equity trading at 2.8x FCF and .65x TBV with hidden off-balance sheet assets generating cash flow, strong downside protection (entire market cap in mostly in cash along with marketable securities and deferred tax assets) … Continue reading →