OTC Markets Group(OTCM) analysis

February 19, 2016 jil@feynmanresearch.com 0

Summary: -OTC Markets Group has a near monopoly with no direct competition. This has allowed the company to post double digit margins and profitability. -The business model that OTC Markets […]

Surge Components(SPRS) analysis

February 18, 2016 jil@feynmanresearch.com 0

Summary: -Since my original thesis, Surge Components has bounced back in forth, relatively around the same share price. -Revenues are up 10.5% and the cash position is slowly growing. -The […]

Nobility Homes(NOBH) analysis

February 18, 2016 jil@feynmanresearch.com 0

Summary: -Nobility Homes is the only vertically integrated manufacturer of modular homes in the state of Florida. -Population growth rates in Florida are one of the highest in the country. […]

Precision Auto Care(PACI) analysis

February 12, 2016 jil@feynmanresearch.com 0

Summary: -In the past seven years, Precision Auto Care was a delisted dark company, hidden from the broad market. -However, in the most recent quarter, Precision Auto Care recently up-listed […]

Sanderson Farms(SAFM)

February 5, 2016 jil@feynmanresearch.com 0

Summary: -SAFM is facing industry headwinds from an oversupply in the market. -Chicken meat is healthier than other alternatives such as beef and pork. -Sanderson Farms has a reliable and […]

Otelco (OTEL)

February 1, 2016 jil@feynmanresearch.com 0

Investment summary -Otelco presents itself as an asymmetrical risk/reward with a skew towards the upside. -The company recently refinanced their looming debt obligation. The refinancing will buy the company time […]

Episode 3: J.Mintzmyer

January 27, 2016 jil@feynmanresearch.com 0

We believe that interacting with quality investors and analysts can sharpen not only our analytical skills, but also keep us up to date with events and opportunities that would have […]

Targa Resource Partners LP

January 26, 2016 jil@feynmanresearch.com 0

A few highlights on Targa Resource Partners LP(NGLS): -Targa Resource Partners has a very attractive, high yield preferred stock. -On a relative basis, the preferred stock is very tiny compared […]

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