Smallcap Value Investor's blog

Venoco (VQ)

This oil company will be bought by the CEO for 12.50 usd per share.

PDL BioPharma (PDLI)

This company exploits medical patents. The patents they currently receive royalties from will expire before the end of 2014. Since royalties payments lag the production of medicines PDLI will still receive a normal revenue during the first half of 2015.

BCB Bancorp (BCBP)

BCB Bancorp Inc (BCBP) is a bank in New Jersey with a balance of about 1000 M USD. In Yahoo the trailing PE is less than 6 and the book value is approximately equal to its market cap at a share price of about 11 USD.

Chinese smallcaps that pay out

The market valuations of chinese smallcaps listed on US exchanges have gone down a lot this year.

Shorts said that most of these companies were frauds. and indeed we have seen numerous halts.

Pope Asset Management investments

Pope Asset Management is a succesful investor for the wealthy. They have beaten the mediocre return of the S&P 500 bij about 12% since they started in 2000.

Aspen Insurance Holdings (AHL)

Aspen Insurance Holdings (AHL) has two lines of business: insurance and reinsurance. In short a reinsurance policy is a contract with an insurance company to pay damages in excess of a certain amount up to a maximum amount.

SkyPeople Fruit Juice, Inc. (SPU)

SkyPeople Fruit Juice, Inc. (SPU) produces fruit juice in China. It sells to its domestic market and internationally.

Smallcap shipping companies

The shipping transportation industry is currently one of the lowest valued sectors in the market. Moreover this industry is a cyclic industry: demand is cyclic and supply usually lags demand. A number analists recommend investing in cyclic stocks at the moment. After the great economic disasters in 2008/2009 the demand has been partially recovered in most cyclic markets.

Administradora de Fondos de Pensiones Provida SA (PVD)

This company is a pension fund in Chile. It is attractively priced with a PE of less than 9, a nice profit margin and, according to Yahoo, almost 10% yield in the last 12 months. At least that's what I see when I add upp all dividends events in the stock price graph, in the Key Statistics section it says only 4.7%, which is still very good.

Atlantic Tele-Network, Inc (ATNI)

Atlantic Tele-Network is a solidly growing telecommunications company. They provide telecommunication services in rural and under serviced locations in the US and in the Caribbean.

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