Feb 14, 2014 by John LeonardThis Company's "Dismal" Performance Masks Excellent OpportunityThis company may be undervalued by the market.
Feb 11, 2014 by John LeonardThis Healthcare Transportation Provider Is Really Going PlacesProvidence Service is undervalued with improving financials and increasing demand for its services.
Feb 4, 2014 by John LeonardThis Senior Housing Operator Is Misunderstood and Has a Positive Long-Term OutlookInvestors are missing out on the secular growth story by only focusing on the high debt load.
Jan 28, 2014 by John LeonardSnyder's-Lance Shares and Snacks Look AppetizingA classic overreaction by a short-term focused Wall Street creates an opportunity for long-term investors.
Jan 13, 2014 by John LeonardHomeTrust Bancshares Is in the Banking Sweet SpotThe low P/B ratio for HomeTrust Bancshares fails to reflect the multiple growth drivers and provides an attractive entry point for long-term investors.
Jan 2, 2014 by John LeonardThis Stock Deserves a Premium ValuationNavigators Group is an undervalued specialty insurer with long-term oriented management.
Dec 24, 2013 by John LeonardSell-Off Provides Opportunity to Buy Best-In-Breed Semiconductor CompanyOverreaction to a recent convertible bond offering provides an attractive entry point to a market leader with a wide moat and strong growth prospects.
Dec 18, 2013 by John LeonardFinding Hidden Value in Small CapsThe general small-cap market may be overvalued, but not all small caps are.
Dec 9, 2013 by John LeonardAgilysys Is a Stealth Play on the Recovering Hospitality IndustryAgilysys is attractive given its strong growth prospects, fortress-like balance sheet, and its growing high-margin recurring revenue stream.
Dec 3, 2013 by John LeonardThe Case for an Independent Western Asset ManagementThe implied valuation for Western Asset Management is significantly lower than it would receive in a management buyout or as a fully independent public company.
Nov 20, 2013 by John Leonard7 Ways PIMCO Can Increase Equity AssetsThe end of the bond bull market is as much an opportunity as a threat.
Nov 18, 2013 by John LeonardShort-Term Challenges Provide an Opportunity in Higher OneHigher One is still attractive even after the recent rise due to its proven business model, leading market position, high free cash flow, and fading regulatory concerns.
Nov 4, 2013 by John LeonardUSA Mobility Is Hated by Investors and Loved by CustomersThe low valuation overcompensates for the deterioration in the core paging business and ignores the high free cash flow, shareholder-friendly management, and effective response to the challenging environment.
Oct 22, 2013 by John LeonardCorVel Makes Investors Money by Helping Its Customers Save MoneyCorVel should continue to post double-digit growth due to the increasing need for health care cost containment.
