Updates From Stanphyl

Some of the latest from Stanphyl’s letter sent to investors on 9/29/2017 – tickers and data redacted for regular users but available for premium members below. Enjoy and let us know if you have any questions. I added a bit in September to our position in REDACTED REDACTED after it reported a decent FY 2017 Q3 with year-over-year revenue up 6% and operating income roughly flat. REDACTED has hired an Continue Reading →

The Small-Cap Investing Handbook Part One: Introduction

This is the first part of what will be a ten part series on small-cap investing. Throughout this series, I’m going to take a look at both the benefits, and drawbacks of investing in small caps, considering all of the evidence available to us today for both sides of the debate. When completed we are planning to turn the series into an e-book, which we hope will be a comprehensive Continue Reading →

Houston Wire and Cable Company: Not For the Faint Hearted

With earnings closely linked to capital and infrastructure spending in the economy, Houston Wire is a stock meant only for the long term players. The Houston Wire and Cable Company (HWCC) has been in business for over 40 years, with a history marked with successful IPO’s, and a number of mergers and acquisitions. Operating in an industry heavily linked to capital investment in the economy, HWCC and its peers have Continue Reading →

Severn Bancorp: Having Weathered The Storm The Bank Is Now Set For Growth

Severn Bancorp (Nasdaq: SVBI), parent company of Severn Bank, is one small cap company to keep your eyes on. Based in Maryland, Severn designs its products and services to meet the needs of the Chesapeake Bay Region (Maryland, Delaware and North Virginia). One might wonder if the targeted region is large enough to draw the attention of sophisticated investors. The answer would be yes. Severn is a prime example of Continue Reading →

Lindblad Expeditions Holdings Inc.

Hidden Value Stocks: Lindblad Expeditions Holdings Inc. The simplest way of describing Lindblad is to call it a cruise line operator although there is much more to the company than just cruising. Lindblad’s offers exclusively natural geographic cruises, which it coordinates with the well-known nature brand. The two entities have signed a multi-year agreement (expires 2025), so Lindblad won’t lose this exclusivity any time soon.   The Lindblad difference Lindblad Continue Reading →