ASYS : Analysis & Opinions

  1. Uncovering Hidden Value In Small Caps

    June 15, 2012
    Today's biggest companies were once smaller versions of themselves. The biggest returns comes from hunting in the small cap ...
  2. When Markets Decline, Stock Prices Get Better

    September 16, 2011
    When prices are declining the opportunity to find businesses selling for less than intrinsic worth increases.
  3. GT Solar Shines Brightly

    July 12, 2011
    I'm a GARP guy. GT Solar's EV is less than 10 times EBITDA. Even though its stock's up 170% in the past 52 weeks, I'll look ...
  4. Very Cheap Solar Stocks

    July 11, 2011
    Look no further than the beaten-down solar patch for attractively priced consumer tech stocks.
  5. Applied Materials Gets Two For One With Varian

    May 5, 2011
    Applied Materials is getting two interesting businesses with one deal.
  6. Semiconductors Show Strength but Watch the Valuations

    January 31, 2006
    Taking a peek inside the semiconductor industry.
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