Dec 4, 2012
Mo and Val were again, in their never ending quest for excellent companies selling at extremely cheap prices, because after all that's what value investing is all about. While we certainly disagree with their assertion that the economy is gradually improving; little things like geometrically increasing debt, record food stamp usage and the destruction of the middle class give us pause, we do believe that there are companies that are trading at very attractive prices. And the Guys have found three interesting prospects, CBS Corporation (CBS), Tidewater Inc. (TDW) and Triumph Group, Inc. (TGI). Listen on and if you have an adult beverage, I promise it will be more enjoyable.
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