Month: July 2016
ValueAct Sees Value In Trinity Industries.
While I am nowhere in the same league as the geniuses at ValueAct Capital Management, I must admit that I did spend the majority of last Friday smiling upon reading the news that a fund associated with ValueAct Capital Management Continue reading
Oh JOY!
Could this be the start of consolidation in the mining equipment industry? Continue reading
I’m Back!
I’m glad to be back after a six month hiatus. Look out for more analysis and stock picks. In the meantime, I have updated the “My Scorecard” page to track how my picks have been doing.
Happy Investing!
The Security Whisperer 