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Full Description
Find great stocks "in your own backyard"techniques for uncovering today's best small-cap equity opportunities! Peter Ricchiuti reveals the secrets of Tulane University's Burkenroads Reports program, where he and 200+ business students work together to uncover less-followed, frequently misunderstood, and seemingly un-sexy companies that often produce superior investment returns. Their research on these "orphan stocks" powers The Burkenroad Mutual Fund, which has outperformed 99% of all stock funds over the past eleven years. You've seen them on CNBC, CNN, and the Nightly Business report... read about them in the Wall Street Journal and the New York Times. Now, Ricchiuti shows how they do it - and how some well-informed stock sleuthing can pay off big for you, too. You'll discover why "underfollowed" small-cap equities now offer exceptional investment opportunities, and how to leverage the surprising hidden advantages available to individual investors - including the ability to trade in stocks that don't generate the volume and liquidity institutional investors require. Fact is, there's very little innovative equity research on Wall Street anymore. That gives you a powerful advantage - and Ricchiuti gives you the principles and simple techniques you need to take advantage of it. Stocks Under Rocks will be the next classic for every personal investor who wants to find great investments and have fun doing it!
Contents
Introduction 1The Burkenroad Reports Course 3The Mattress Investor 5The Handoff 7The Trader 8Chapter 1 Hit 'Em Where They Ain't 13Small Caps 16Stock Catalysts 18Share Buybacks 18Growth Brings Attention 19The Liquidity Discount 19Skin in the Game 20Quicker Thinking 20Better Balance Sheets 21Buyout Potential 21Chapter 2 Despicable Me 23How Much Would You Give Me for This? 23Bugs, Inc 26Gas, Beer, Ice, Slim Jims, and a Lottery Ticket, Please 28We Want to Pump You Up 29Just Dying to Meet You 30Chapter 3 Investing in the Big Picture 33CARBO Ceramics 34Team, Inc 38Chapter 4 Buybacks on the Bayou 41Honey, We Shrunk the Float 44Insider Prophets 46Chapter 5 Contrarian Investing 49Sharps Compliance 52Chapter 6 The Beauty of Repeat Business 55Just Add Water 55Cyberonics 59Chapter 7 Niche Opportunities: Seeing What Others Missed 63Evolution Petroleum 65Amerisafe 66Chapter 8 Lessons Learned 69Piccadilly Cafeterias 71Chapter 9 The Best Company You've Never Heard Of 75Price-to-Book Value 77Frugal Is Fantastic 79Other Great Penny-Pinchers 80Chapter 10 More Than Meets the Eye 83Sanderson Farms 83Cal-Maine 86Chapter 11 Company Buyouts: For What it's Worth 89More Likely to Be Bought Out 91Being a Public Company: Good? Bad? or Ugly? 95The Urge to Merge 96Chapter 12 Market Mythbusters 99Chapter 13 Celebrities and Prognosticators 105Great Experiences 105Jim Cramer 106Warren Buffett 107Stock-Picking: A Lost Art 109Chapter 14 Crunching Numbers 111P/E Ratio 111Thoughts on P/E 114Finding the Catalyst 115PEG Ratio 115Enterprise Value/EBITDA 117A Little Story About Enterprise Value 119The Lower, the Better 120Chapter 15 Kicking Tires 121Chapter 16 Taking Names 127Low-Level Police Work 128Model Building 129Chapter 17 Plant and See 131Ten Good Ideas 131Let's Create an Arena for Ideas 134Chapter 18 When You're Lost, Everything's a Sign 137Index 141
