A New Net/Net

http://www.thestreet.com/story/11902923/2/slim-pickings-in-deep-value-land.html

Introducing BITES

An index comprised of 5 seemingly cheap and small tech related names. currently trading at an average of 1.27 times net current asset value.

http://www.thestreet.com/story/11877557/1/small-tech-bites-may-make-for-tasty-investment.html

Biglari Holdings Update

http://www.thestreet.com/story/11866733/1/fun-and-fireworks-at-annual-meetings.html

A Former Net/Net Comes Alive

Column from theStreet.com that ran last week on our old net/net friend Ingram Micro.

Mark Boyar to Present at 2013 Value Investing Congress

Before we'd ever researched our first net/net, or written our first article on the subject, Mark Boyar had been producing a newsletter devoted to the subject for years. He began compiling it in the 1970's by hand, long before electronic data was available.  Boyar, founder of Boyar Asset Management, and Boyar Research, is a living legend in the net/net  and value investing worlds.  We've had the opportunity to speak with him on several occasions, and, have found him to be an absolute storehouse of knowledge on the subject of value investing. Plus, he's one of the most down to earth people you'll meet in the business

We were pleased to hear very recently that Mark will be speaking at the 8th annual Spring Value Investing Congress in Las Vegas om May 6th and 7th.  This is the premier value investing conference in our book, and one that we've rarely missed.

Register by Feb 18th to save $1700.

Hope to see you in Vegas!

JG Boswell Special Dividend

Lost among all of the "special dividend madness", as companies paid out cash prior to year-end given the uncertainties of where tax rates would end up, JG Boswell was a participant.  Very quietly, par for the course, the company paid out an $8.00  per share special dividend on 12/20.  You would have never known  about it, unless you carefully checked the transaction history in your brokerage account (if that's where your shares are held).   That's $24 in dividends per share for BWEL in 2012.

*The author has a position in JG Boswell(BWEL). This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only

Ten Years of JG Boswell Fundamentals Now Available

With the addition of 2012 data,  have compiled 10 years of JG Boswell as-reported fundamental data (Balance sheet, Cash Flow, Income Statements, Summary Valuation Data and ratios) in an excel spreadsheet. There were some reclassifications done in 2012, and the spreadsheet includes original and reclassified 2011 data.  If you are interested in obtaining this, please contact us at:cheapstocks@verizon.net for pricing.