Winter 2006/2007

Quest Diagnostics was a simple business that faced challenges due to changes in Medicare and HMO pricing, which significantly impacted their earnings. However, after thorough research and observing the stabilization of p…

Fruit of the Loom is a strong business in the underwear market, but faced temporary problems due to excess inventory and markdowns. Despite its strong market position and cost advantages, the stock price fell significant…

ICO offers investors a significant margin of safety based on the value of its reserve base, which is estimated to be worth at least $6.50/share. The company is transitioning towards higher priced metallurgical coal and h…

Strattec Security Corp. is trading at less than 7x depressed LTM operating income and at 1.4x tangible book value, presenting an attractive buying opportunity. The company has a solid balance sheet with no debt, generate…

Strattec is positioned to recover lost revenues through joint ventures, new products, and geographic diversification. The VAST China partnership is expected to generate significant additional revenue, and the company is …

Strattec is expected to benefit from the growing market potential of re-codeable locks, with conservative estimates projecting $190 million in sales by 2009. With a normalized EBIT margin of 9%, the company could generat…