Stocks Under Rocks: How to Uncover Overlooked, Profitable Market Opportunities

Book description

Find great stocks "in your own backyard": master do-it-yourself research techniques for uncovering today’s best small-cap equity opportunities! Peter Ricchiuti reveals the secrets of Tulane University’s Burkenroads Reports program, where he and 200+ business students work together to uncover less-followed, frequently misunderstood, and seemingly un-sexy companies that often produce superior investment returns. Their research on these "orphan stocks" powers The Burkenroad Mutual Fund, which has outperformed 99% of all stock funds over the past eleven years. You’ve seen them on CNBC, CNN, and the Nightly Business report… read about them in the Wall Street Journal and the New York Times. Now, Ricchiuti shows how they do it – and how some well-informed stock sleuthing can pay off big for you, too. You’ll discover why "underfollowed" small-cap equities now offer exceptional investment opportunities, and how to leverage the surprising hidden advantages available to individual investors – including the ability to trade in stocks that don’t generate the volume and liquidity institutional investors require. Fact is, there’s very little innovative equity research on Wall Street anymore. That gives you a powerful advantage – and Ricchiuti gives you the principles and simple techniques you need to take advantage of it. Stocks Under Rocks will be the next classic for every personal investor who wants to find great investments and have fun doing it!

Table of contents

  1. About This eBook
  2. Title Page
  3. Copyright Page
  4. Dedication Page
  5. Contents
  6. Acknowledgments
  7. About the Authors
  8. Introduction
    1. The Burkenroad Reports Course
    2. The Mattress Investor
    3. The Handoff
    4. The Trader
  9. 1. Hit ’Em Where They Ain’t
    1. Small Caps
    2. Stock Catalysts
    3. Share Buybacks
    4. Growth Brings Attention
    5. The Liquidity Discount
    6. Skin in the Game
    7. Quicker Thinking
    8. Better Balance Sheets
    9. Buyout Potential
  10. 2. Despicable Me
    1. How Much Would You Give Me for This?
    2. Bugs, Inc.
    3. Gas, Beer, Ice, Slim Jims, and a Lottery Ticket, Please
    4. We Want to Pump You Up
    5. Just Dying to Meet You
  11. 3. Investing in the Big Picture
    1. CARBO Ceramics
    2. Team, Inc.
  12. 4. Buybacks on the Bayou
    1. Honey, We Shrunk the Float
    2. Insider Prophets
  13. 5. Contrarian Investing
    1. Sharps Compliance
  14. 6. The Beauty of Repeat Business
    1. Just Add Water
    2. Cyberonics
  15. 7. Niche Opportunities: Seeing What Others Missed
    1. Evolution Petroleum
    2. Amerisafe
  16. 8. Lessons Learned
    1. Piccadilly Cafeterias
  17. 9. The Best Company You’ve Never Heard Of
    1. Price-to-Book Value
    2. Frugal Is Fantastic
    3. Other Great Penny-Pinchers
  18. 10. More Than Meets the Eye
    1. Sanderson Farms
    2. Cal-Maine
  19. 11. Company Buyouts: For What it’s Worth
    1. More Likely to Be Bought Out
    2. Being a Public Company: Good? Bad? or Ugly?
    3. The Urge to Merge
  20. 12. Market Mythbusters
  21. 13. Celebrities and Prognosticators
    1. Great Experiences
    2. Jim Cramer
    3. Warren Buffett
    4. Stock-Picking: A Lost Art
  22. 14. Crunching Numbers
    1. P/E Ratio
    2. Thoughts on P/E
    3. Finding the Catalyst
    4. PEG Ratio
    5. Enterprise Value/EBITDA
    6. A Little Story About Enterprise Value
    7. The Lower, the Better
  23. 15. Kicking Tires
  24. 16. Taking Names
    1. Low-Level Police Work
    2. Model Building
  25. 17. Plant and See
    1. Ten Good Ideas
    2. Let’s Create an Arena for Ideas
  26. 18. When You’re Lost, Everything’s a Sign
    1. Recommended Readings
    2. Investing Websites
    3. Insightful Investing Experts and Newsletters
  27. Index
  28. FT Press

Product information

  • Title: Stocks Under Rocks: How to Uncover Overlooked, Profitable Market Opportunities
  • Author(s): Peter F. Ricchiuti
  • Release date: December 2013
  • Publisher(s): Pearson
  • ISBN: 9780133399134