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Archive for the 'small caps' Tag

A former Joint Chiefs to the rescue…

Friday, January 25th, 2008

It’s been exactly six months since we last checked in with SM&A (WINS). During that time, the stock has declined 21%. But judging by this 8K filed late yesterday and the corresponding press release from last week, the company has a plan. Enter Peter Pace, the former Joint Chiefs of Staff, who will be president [...]

Pre-Christmas buying frenzy at Cost Plus?

Wednesday, December 12th, 2007

Last Monday, Cost Plus (CPWM) reported its third quarter results after the market closed. During the quarter, the company lost money and same store sales fell by 4.3%, which the company said was related to “heavy coupon activity” during the third quarter a year earlier. The next day, one analyst at a small firm lowered [...]

Did Gulfstream hit an air pocket?

Monday, December 10th, 2007

Could the sub-prime crisis in Florida be impacting air travel in the Sunshine state? Perhaps, judging by the revised S-1 that Gulfstream International filed late Friday. Gulfstream International, not to be confused with Gulfstream Aerospace, the General Dynamics (GD) owned company that sells corporate jets, operates a regional jet service in Florida and the Bahamas [...]

Can this company be saved?

Monday, November 5th, 2007

Investors in Source Interlink (SORC), a frequent flier here at footnoted (see here and here and here) have been through a lot these past few years. When I first questioned some of their disclosures back in March 2005, Source was trading at just under $12. Today, it’s trading at just under $3. Just this year, [...]

A quixotic approach to compensation?

Friday, October 5th, 2007

Quixote Corporation (QUIX) seems like an odd name for a company, since Don Quixote would hardly have been much of a businessman. But names don’t really matter. As Cerberus Capital Management has proven, you can inadvertently name yourself for the 3-headed dog who guards the entrance to the underworld and still make truckloads of money. [...]