asiavalue

Mark Lin

Mark is a private value investor and the author of CheapskateInvesting.com website which borrows from the wisdom of value investing giants, using a systematic quantitative screening approach to filter the global stock markets for cheap cigar-butts and wide-moat compounders. He is also a regular contributor to various value investing communities.

asiavalue’s Activity

Mon Jul 21

NL

Article

asiavalue published an article 2:29 PM

This Small Town Sporting Goods Retailer Is a Better Investment Than Its Larger Peer

Size isn't everything when it comes to stock picking. My preferred sporting goods retailer may not be the biggest player in the market, but it is more attractive as an investment than a larger peer.

Fri Jul 18

NL

Article

asiavalue published an article 6:24 PM

2 Stocks That Have Survived the Demise of Traditional Media Advertising

While most people are chasing investment opportunities in the online advertising space, it pays to be a contrarian and search for investment candidates in the traditional media market.

NL

Article

asiavalue published an article 3:13 PM

Why These 2 Theme Park Operators Don’t Fear Competition

How do you pick good companies? Just choose the ones that face the fewest threats, like these two theme park companies.

Thu Jul 17

NL

Article

asiavalue published an article 10:37 AM

Which of These 2 Funeral Home Services Providers Should You Invest In?

Counter-intuitively, boring companies make for good investments thanks to stable demand. Funeral home companies such as Service Corporation International and StoneMor Partners fit the bill.

NL

Article

asiavalue published an article 9:30 AM

Did Archer Daniels Midland Buy the Right Company?

A 2013 study showed that 75% of M&A transactions didn’t create value; does Archer Daniels Midland's latest acquisition also fall into that category?

NL

Article

asiavalue published an article 9:00 AM

3 Stocks That Can Grow Without Raising Capital

A company with negative working capital is an attractive business, with suppliers funding a large portion of capital that most growing businesses need, resulting in high returns and strong growth.

Wed Jul 16

NL

Article

asiavalue published an article 11:00 AM

3 Reasons to Invest in This Hospitality Stock

How do you choose a hotel when you travel to a foreign land? Are the same criteria applicable when it comes to selecting a hotel stock?

Tue Jul 15

NL

Article

asiavalue published an article 7:05 PM

Don't Close the Door on These 2 Building Products Companies

Don't make the mistake of judging a company by the industry it belongs to. While making building products isn't hardly the most attractive business, two companies have caught my attention because of their unique characteristics.

Sun Jul 13

NL

Article

asiavalue published an article 11:00 AM

2 Reasons Why Post Holdings Is a Buy Despite Falling Cereal Sales

It would be a mistake to ignore Post Holdings because of the bleak outlook for US cereal sales. Its recent share price underperformance relative to the rest of the market suggests that investors might be missing something.

Thu Jul 10

NL

Article

asiavalue published an article 1:57 PM

Did TreeHouse Foods Make the Right Acquisitions?

Acquisitions can make or break a company. Accretive acquisitions done for the right reasons can create significant long-term shareholder value; the converse is equally true. Which category will TreeHouse Foods' recent deals fall into?

NL

Article

asiavalue published an article 12:59 PM

3 Reasons Why Sirius XM Won’t Get Killed by Streaming Services

Free music isn't literally free. While users of free music streaming services don't mind ad-interrupted music, many other consumers will gladly pay to enjoy high-quality radio content from broadcasters like Srius XM.

Wed Jul 9

NL

Article

asiavalue published an article 6:18 PM

2 Reasons Why Investor Sentiment Towards Mondelez Turned Positive

More short-sellers have covered their positions on Mondelez in the recent month. Is this a sign to turn positive on this stock now?

Mon Jul 7

NL

Article

asiavalue published an article 1:07 PM

Which of These 2 Outdoor Advertising Firms Should You Invest In?

You may have read fewer newspapers and seen a lower number of print advertisements in the past few years. In contrast with the demise of print media advertising, outdoor advertising is still growing and remains a popular advertising medium.

NL

Article

asiavalue published an article 12:06 PM

2 Reasons Why Murphy USA Is a Convenient Investment Choice

It's getting increasingly difficult to pick a retailer with true competitive advantages. Murphy USA is one exception to the rule, having achieved double-digit return on capital ratios for the past five years.

Sun Jul 6

NL

Article

asiavalue published an article 8:00 AM

Will This Teen Retailer Become the Next Victim of Wal-Mart's Small Store Push?

Wal-Mart's supercenter big-box format has driven many retailers out of business. Its recent small-store format push might claim new casualties like Five Below.

Sat Jul 5

NL

Article

asiavalue published an article 4:00 PM

Who Will Win the Tug-of-War Between Amazon and Book Publishers?

Amazon can win in the short term by extracting higher margins from publishers, but might suffer in the long run as publishers seek other alternatives. In the book industry Barnes & Noble and Scholastic Corporation have been overlooked.

Thu Jul 3

NL

Article

asiavalue published an article 6:00 PM

3 Reasons Why This Retail IPO Is a Buy

This company's share price closed almost flat on its first day of trading. With lackluster investor sentiment, is this stock still a buy?

Mon Jun 30

NL

Article

asiavalue published an article 11:31 AM

You Should Invest in This McDonald's Franchisee

Should you buy the franchiser or the franchisee? The financial numbers will you help you to decide between investing in McDonald's or its largest franchisee, Arcos Dorados.

Sun Jun 29

NL

Article

asiavalue published an article 7:29 PM

2 Companies That Make Money Despite Declining Movie Admissions

Investors can find hidden gems within the broad category of movie-related companies which have been shunned because of the long-term decline in movie ticket sales numbers.

Fri Jun 27

NL

Article

asiavalue published an article 5:05 PM

Can This Consumer Goods Giant Continue to Grow?

Like other giants in their respective industries, Unilever faces challenges with growing its revenue from a large base. Does this mean investors should overlook Unilever?

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