American Science & Engineering
Marcato Capital Management is a two-year old firm managing $750 million that focuses on value investments across various sectors. The firm’s sweet spot is $1 billion – $5 billion market cap companies. Last Monday Mick McGuire, founder of Marcato and former analyst for Bill Ackman and Pershing Square Capital, gave a presentation at the Value Investing Congress that focused on three hidden real estate value plays.
Editor's Note: This article originally referred to L-3 Communications as Level 3 Communications, the article has been corrected.
The Federal budget is a hot topic this election season; as you are likely aware, automatic budget cuts scheduled for Jan. 1 will result in significant reductions in government spending, including a $55 billion reduction to the defense department's baseline budget (down to around $500 billion) for 2013 and will more »
The first place that investors typically look for companies to populate an income-producing portfolio are well known mega caps such as Coca-Cola, Johnson & Johnson, Procter & Gamble. To be clear, these companies are excellent candidates for dividend portfolios given the stability created by the long history of reliable dividend growth that has earned each company a spot on the elite list of dividend aristocrats. In fact, I recently wrote about some more »
Sometimes you find the best stocks hiding in plain sight. Security tech producer OSI Systems (NASDAQ: OSIS) isn’t a household name but with a $1.5 billion market cap, it’s not tiny either. And with shares up over 100 percent in the last year, it is clear that OSIS has made it on to at least a few investors' radars. Reflecting that market love, the company’s P more »