Festival of Stocks #29

Welcome to the 29th edition of the Festival of Stocks. The Festival of Stocks is a blog carnival dedicated to highlighting bloggers best posts on stock market related topics. I am once again hosting this week’s Festival because we had no volunteers to host this week. There is also no host down to host next week’s Festival of Stocks, so please consider volunteering to host.  Just contact me if you are interested.

We have ten entries in this week’s Festival of Stocks.  Many of them include analysis of specific stocks, so I’m sure you will find them interesting.

This Week’s Submissions

Stock Analysis

Wheeling & Dealing at Margin of Safety
This post features the investment thesis of HK listed Wheelock Properties. Recently, it has emerged that two of Third Avenue Management LLC’s funds are quietly accumulating its common stock. Find out why it is estimated to be trading about 39% below its intrinsic value!
Stocks: HKG:0020

Should I buy SIRI? at Stock Picks Bob’s Advice
Two years ago Bob wrote up some comments about Sirius (SIRI) responding to a question from a reader. They were timely then and I believe timely now.
Stocks: SIRI

California Pizza Kitchen at Five Percent Stocks
Five Percent Stocks details why he doesn’t recommend CPKI.
Stocks: CPKI

Synta Pharmaceuticals (SNTA) – Part 2 – Melanomas and STA-4783 at Baby Biotechs
A discussion of Synta Pharmaceuticals main drug, STA-4783 which treats melanomas.

Sherwin Williams: No Lead Threat at Value Plays
Value Plays discusses Sherwin Williams (SHW) . The post mainly discusses the lead paint issue. However, it begins with a brief general discussion of the company.

Tweeter Home Entertainment at Gannon On Investing
Max Olson, guest columnist at Gannon On Investing, discusses Tweeter Home Entertainment (TWTR) and its plans to close many of its stores. Shares of Tweeter trade at a steep discount to book value. The stock has fallen quite a bit over the last year. Yesterday, it closed up over 20% at $1.71 a share.


Fat Pitch Finder Spreadsheet Version 0.2 at Fat Pitch Financials
This is an updated version of the automated stock spreadsheet, Fat Pitch Finder. The Fat Pitch Finder spreadsheet gathers 10 years of free cash flow data on a stock ticker and then provides a rough estimate of the intrinsic value of those free cash flows if they continue on their current long-term trend. See the full post for further details and instructions.

Use Sites Like Yahoo! Finance With Caution at Peridot Capitalist
A reminder that you need to double check numbers you obtain from secondary sources, like Yahoo Finance.
Stocks: YHOO


Don’t Watch Financial Shows at Getting Green
Sound advice about how watching financial shows can be bad for your portfolio.

Value Delusions and Strategic Thinking at Value Discipline
Rick of Value Discipline talks about some of the qualitative aspects of investment thinking. “Great investors have strong analytical disciplines that are second nature. But much more important than that is an ability to ask the right questions. Investing involves much more than the ability to recite endless data about a company’s history.”

That concludes this week’s Festival of Stocks. Next week’s Festival of Stocks will be hosted hopefully by someone else.  You can submit an entry by using this form

If you are interested in hosting a future edition of the Festival of Stocks, please visit the schedule to find a free slot. Then contact me with the name of your site, blog URL, email address, and the date your prefer to host.

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