The top five equity holdings of Stadium Capital Management have changed little during the first quarter of 2013. Alexander Medina Seaver, the fund’s manager, has however, made a number of small tweaks to the size of the positions. Let us now take a closer look at this “fab five.”
By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z
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Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.
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There are many different investment philosophies in use in the marketplace today, but without fail one of the most time-tested methods to consistently beat the market is a “classic” value based approach. Financial services boutique Robotti & Company is a great example of this strategy in use.
Located in New York and managed by Bob Robotti, the firm has consistently generated top-notch returns by focusing on stocks in the small and more »
Housing is back.
Housing starts are up 23 percent over last year, according to the U.S. Census Bureau. New-construction permits are up 19 percent over last year.
Builders are reporting positive news all around: higher sales volume, higher closing prices, fewer concessions, more bidding wars among buyers. The stock prices for all the major homebuilders, including PulteGroup, Ryland Homes, and Lennar Corp., have more than doubled in the past more »
Insider buying has always been viewed as a strong bullish signal since these are the people with the best view of the company. If they are putting their money into buying more shares, there's a possibility they are optimistic about the stock. Of course, if it were that simply then every “fool” would blindly follow insiders and unfortunately this case is no exception. However, here are a few stocks more »