K12

• Stadium Capital Was Focusing On These 5 Stocks in Q1

  By Meena Krishnamsetty - May 21, 2013 | Tickers: BGFV, BLDR, NSP, LRN, UTI

  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.”

  The original 13F can be seen here. It's important to track hedge fund sentiment, because on the whole, their more »

• The Shorts Of Whitney Tilson's Investor Letter

  By Marshall Hargrave - February 22, 2013 | Tickers: CAT, CMG, IOC, LRN, NOK

  After looking over hedge fund manager Whitney Tilson's investor letter, I analyzed his top ten long positions, and now it’s time to look at the short side of his portfolio. Tilson took over as the sole manager of his hedge fund in mid-2012, vowing to return to a more 'well-researched' and concentrated portfolio (check out Tilson's entire portfolio). Tilson said this about his plans..."I am pleased more »

• Royce & Associates Goes Back To School With Scholastic

  By Meena Krishnamsetty - November 6, 2012 | Tickers: JW-A, LRN, MHFI, PSO, SCHL

  According to a 13G filed with the SEC, as of October 31 Royce & Associates, a fund managed by Chuck Royce which tends to invest in smaller-cap value stocks (see stocks that Royce & Associates owned at the end of June), owned 3.1 million shares of Scholastic (NASDAQ: SCHL). This gives the fund ownership of just over 10% of the outstanding shares, and represents an increase from the end of June more »

• Can These Stocks Lockup Some Profits for Your Portfolio?

  By Matthew DiLallo - July 24, 2012 | Tickers: BPI, BIP, CXW, LRN, GEO

  In a really fascinating read, “100 Mind-Blowing Facts About the Economy” one fact really bothered me. Fact number seventy-five said that, “America is home to less than 5% of the world's population, but nearly a quarter of its prisoners.”  Are we really that bad over here or is it just unsafe to go overseas?

  A few months ago I’d read that the leading private prison company, Corrections Corp more »

• The Keystone State’s Keys to Fiscal Responsibility

  By Matthew DiLallo - May 18, 2012 | Tickers: BPI, DAL, LRN, PSX, RDS-A |

  I had the privilege recently to sit in on a presentation of key points to the Pennsylvania state budget by the secretary of the revenue.  The presentation was made to local business and community leaders to educate them as to the facts that necessitated the budget being drafted as it was now being presented.  I’ll save the soapbox for the sidewalk preacher and instead I’ll run you through more »