Excerpt From Press On Research Issue Released Tomorrow

Excerpt From Press On Research Issue Released Tomorrow

Press On Research High Def

Below is an excerpt from Press On Research issue released tomorrow.

Investing In China For The First Time In Five Years

The last time I invested in China my portfolio lost 50% of its value in a matter of months. This was more than five years ago.

But this will change today…

I’m still wary of the wide spread fraud many small Chinese companies allegedly practice.

But I’ve found a company that is so cheap its getting me to invest in China again. Even with panic and fear running through the country.

Most analysts and economists predict that China’s property market will crash. Or is already crashing. And this will lead to the entire Chinese economy crashing.

In 2007 and 2008 this is what happened in the United States. And what led to the Great Recession.

When people are afraid to invest in a market or industry I get excited. You find the best investment opportunities where people are afraid to invest.

I agree the Chinese market is beginning to show signs of crashing. And that at some point it’s stock market will tumble.

But I don’t base investment decisions on stock market or country valuation levels.

I base investment decisions on whether single companies are cheap or not.

Today’s recommendation is so undervalued. And the opportunity so great. That it’s the first company I will buy in China since 2009.

And my valuations all consider the worst case scenario of a Chinese property market meltdown.

If things don’t get as bad as analysts and economists expect than this company could be a multi bagger.

But this isn’t all the company has to offer…

To see what the company is you must subscribe to Press On Research.

But a years worth of great company recommendations aren’t all you’ll get when you subscribe to Press On Research. You’ll also get three free gifts. And priority access to two future services.

When you subscribe to Press On Research you’ll automatically get a PDF copy of my book How To Value Invest. And two resources that will help you evaluate companies faster.

You’ll also get priority access to How To Value Invest The Course when it launches. And priority access to a one on one value investment in-depth coaching program. Where you’ll learn everything I know about how to value and evaluate companies.

Space is limited in both of these services and subscribers to Press On Research will get priority access to both of these services when they launch.

This all comes with a 60 day money back guarantee too. If you aren’t happy with everything you get with your year-long Press On Research subscription I demand you fire me. And I’ll give you your money back.

But you’ll still get to keep your free gifts.

If you would like to subscribe to Press On Research for one year where you’ll get a company recommendation issue every month. And the free gifts above. A $8,016.94 value. For only $97. Subscribe at the button below.




P.S. Or if you need more convincing still you can go to the Press On Research FAQ.

P.P.S.  If you’re a Value Investing Journey subscriber you only have the rest of today to use your discount to subscribe to Press On Research.

My Answer To How Do You Find Stock Opportunities

My Answer To How Do You Find Stock Opportunities

Below is my answer on Quora to someone who asked How Do You Find Stock Opportunities?

Six Days Before Next Press On Research Issue Comes Out

Press On Research High Def Six Days Before Next Press On Research Issue Comes Out

There are only six days left until the next Press On Research issue comes out on 5/19/15. And to help convince you that you should subscribe I wanted to send you some excerpts from the upcoming issue and the first issue released last month.

The following excerpt from the next issue is unfinished and unedited.

An Opportunity So Good I’m Investing In China For The First Time In Five Years

It also pays a 2% dividend. Has more net cash – cash after subtracting all liabilities – $256 million than its whole market cap right now $220 million.

This Company Is Undervalued By As Much As 309%

The following excerpts are from the first issue released last month.  You will get access to this if you subscribe to Press On Research.

This Investment Will Gain You At Least 20% This Year.

And As Much As 258% over Time

Since 2011 this company has produced $469 million in cash. And they’ve paid out more than $400 million in dividends to shareholders.

The company has competitive advantages. Zero debt. And zero chance of going out of business. And it just hit an all time low in January. So we can buy a great company at a cheap price.

But a years worth of great company recommendations aren’t all you’ll get when you subscribe to Press On Research. You’ll also get three free gifts. And priority access to two future services.

When you subscribe to Press On Research you’ll automatically get a PDF copy of my How To Value Invest. And two resources that will help you evaluate companies faster.

You’ll also get priority access to How To Value Invest The Course when it launches. And priority access to a one on one value investment in-depth coaching program. Where you’ll learn everything I know about how to value and evaluate companies.

Space is limited in both of these services and subscribers to Press On Research will get priority access to both of these services when they launch.

This all comes with a 60 day money back guarantee too. If you aren’t happy with everything you get with your year-long Press On Research subscription I demand you fire me. And I’ll give you your money back.

But you’ll still get to keep your free gifts.

If you would like to subscribe to Press On Research for one year where you’ll get a company recommendation issue every month. And the free gifts above. A $8,016.94 value. For only $97. Subscribe at the button below.




P.S. Or if you need more convincing still you can go to the Press On Research FAQ.

Direction of This Blog For The Time Being

Over the last two weeks I have asked for some input on the kind of educational value investing content you would like to see on this blog until the market drops significantly.  The two-week poll results are in and it appears the majority of you want to see value investment case studies first.  I will begin work immediately on some of those but honestly do not have a time frame for when I will start to post them.

To make it fair for new and advanced analysts alike I am going make it a blind valuation case study where all I am going to give you is the companies financials, footnotes, and other key points from their proxies, annuals, and quarterlies.  I am going to redact the company name and any other potential identifying information so that we can all hopefully learn as much as possible by not knowing which company it is or how much its shares are selling for.  The exercise will be to determine: A) Would you buy this company? B) What would you estimate the companies intrinsic value to be? And C) If you would buy this company at what price would you buy them at?

When I am ready to release some of these I will release the above information one week, wait for some of your reader valuation and analysis write ups to be posted, and then release my valuation and analysis of them a week or two after I release the company financials and other information.

I will only post information on companies that I have not done research into so that we can all do this exercise together and learn from each other.  My hope is that this will be a great help to all of us, that we will all learn a lot, that we will help each other learn, (especially newer investors) and help to keep our skills fresh while we wait for the market to drop.

I plan to get some of these up as soon as possible but I honestly have no idea when I will start posting them because I have never done anything like this before so please be patient with me.

I also will start working on some video content for the blog as well so if you have anything you have ever wanted to know or wanted help with that you think would be good to talk about in a video format please leave a comment below so I can get some ideas for videos.

One last note for today.  In the poll someone voted for the “Other” option but did not comment about what they would like to see.  I would love to hear from you and your idea so if you see this please comment below or email me your idea.

How I Look To Have Affected Bab Inc. With My Recent Article On Them.

How I Look To Have Affected Bab Inc. With My Recent Article On Them.

In the past two months while I have been working on getting our business started I pretty much blacked out everything investing related.  I did this for three reason; so I wouldn’t be tempted to go back to researching companies because that is where my heart lies, so I could concentrate on getting the business going, and because I needed to take a break physically from the amount of work I was doing.

In the past week or so I have been going over the companies I have written articles on, especially the ones I am interested in or own, to see if I have missed any news in the past two months that is very important and it looks like I have with Bab Inc (BABB.)

My recent article series on them, part 1 and the conclusion, laid out how overall I thought BABB was a very interesting company and how I would love to invest in the company, and possibly becoming activist in the company to help fix its major problem of overly excessive executive pay and overall excessive payroll in my opinion.  In my opinion this is the only major problem with the company and if executive pay and overall payroll was lowered it would help raise the companies earnings and cash flow, and would most likely help to unlock the underlying value of the company that I see beneath the excessive pay.

When looking back to see if I missed anything on the companies I am interested in I found this link.  Since I do not believe in coincidences, apparently BABB management noticed my article somewhere or were threatened by another investor, and have decided to adopt a “Stockholder’s Rights Plan.”  This allows the company to issue rights to current shareholders in the event that someone buys 15% of its shares (20% in the case of an institution) to “Protect Shareholders best interests” from outside investors. These rights would be issued to shareholders as of May 13th if someone were to purchase 15 or 20% of BABB and look to essentially be a way to keep people from making too much noise about change at the company.

There is also this line from the announcement:

BAB’s Board of Directors may redeem the Rights for $0.001 per Right at any time before an event that causes the Rights to become exercisable. The Rights will expire on the third anniversary date of the Agreement, unless the Rights have previously been redeemed by the Board of Directors.

This gives a further advantage to insiders over regular shareholders and is again put in there to keep outside investors from making changes in the company, and is completely ridiculous in my opinion.

It looks to me that current BABB management likes the status quo of taking giant payrolls, losing market share, and losing restaurant counts and does not want to have things shaken up by outside investors who may want to lower overall pay, help the company become more profitable, and help the company potentially grow again.

This is my first experience with a company doing something like this and I knew it would eventually happen because of how most nano caps are managed by only a small number of individuals who control the company.  It is still surprising and disappointing that they would do something like this, but apparently they would rather just keep milking the company instead of putting some of that excessive pay towards growing the company or growing earnings and cash flow.  Suffice it to say that I am glad I did not buy into BABB as this shows that in my opinion management does not care about the best interests of shareholders.

This does make me want to buy into the company though to change things even more for the betterment of all shareholders and not just the few at the top of the pyramid, maybe I will at some point.