Category archives for: NCAV Stocks

George Risk Industries Resembles Buffett’s Dempster Mill But Lacks a Catalyst

We first profiled George Risk Industries in early January and noted that the company was massively overcapitalized and represented a potential bargain for investors. George Risk designs, manufactures, and sells a variety of products with 87 percent of revenue in the last fiscal year coming from security alarm related products. While George Risk has some resemblance to Warren Buffett’s famous investment in Dempster Mill, there are important differences that we examine in this article.

Marty Whitman Reflects on Value Investing and Net-Nets

Marty Whitman

Despite a snowstorm that caused the absence of several speakers, the Columbia Investment Management Conference in New York today included many interesting presentations and panel discussions. The highlight of the day was the conversation between Columbia Professor Bruce Greenwald and Martin Whitman, Founder and Portfolio Manager of Third Avenue Management. Read this article for more details.

Reader Questions on George Risk

George Risk

Yesterday’s article on George Risk Industries generated quite a bit of reader interest but due to the recent removal of the comment and forum features, the questions were not posted directly. This article consolidates the reader questions on George Risk and highlights a few additional points of interest. Read this article for more details.

George Risk Industries: A Potential Bargain With Limited Downside Risk

George Risk

Few publicly traded companies are more obscure than George Risk Industries, a small Nebraska manufacturer of security alarm products. With a market capitalization of $21 million and very low trading volume, the company is far too small to attract attention on Wall Street. Read this article for more details.

Hurco Companies 10-Q: Warranty Provision Concerns Revisited

hurcowarrantyprovision

Hurco Companies, Inc. released a 10-Q report today which covers the company’s fiscal second quarter ending on April 30, 2009. I covered the initial release of Hurco’s earnings for the quarter in an article last week. In that article, I mentioned some concerns about an unexplained drop in Hurco’s warranty provision in Q1 and the need to closely examine the warranty provisions once the 10-Q for the second quarter is released. Now that we have the 10-Q, let’s take a look at the warranty provision concern. Read the article for more details.

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