"asset play" refers to an investment strategy where someone buys a property or company with the hope that its value will increase over time, allowing them to sell it for a profit.
Full definition
As I am not a Deep Value guy, I am not looking
for asset plays far below book value.
That last factor — income — often surprises people who think that race, income or
even assets play a role in credit.
I bought it as a cheap
distressed assets play, but I suspect my gains actually came from income investors, who are now rushing into the stock.
Digirad Corporation (NASDAQ: DRAD) is a tiny
undervalued asset play with a plan to sell assets and buy back its stock.
Rackable Systems Inc (NASDAQ: RACK) is a new undervalued
asset play with a plan to repurchase almost 40 % of its stock at current prices.
Each time I sold my temporary position in my RRSP last month, I felt sad about getting rid of this fairly price (P / E ~ 16X)
pipeline asset play yielding almost 6 %, with a likely 10 % dividend hike coming this Thursday.
They have been growing EBITDA and migrating the company
from asset play to operating play and growing EBITDA.
Cobra Electronics Corporation (NASDAQ: COBR) is another tiny
undervalued asset play with an activist investor — Howson Tattersall Investment Counsel Limited — disclosing a 10 % holding in its 13D notice filed September 24 last year.
-LSB-...] started following ASYS (see our post archive here) because it was an undervalued
asset play with a private investor disclosing a substantial holding.
An asset playing in away matches especially CL.
Over the next year or so I think you may see the better mining companies such as the mid-tier South African platinum producers, and the London - listed silver producers evolve from being
asset plays to actually being valued on cash flow and earnings.
We've been following RACK (see our post archive here) because it is an undervalued
asset play with a p...
ACLS is an undervalued
asset play with an activist investor, Sterling Capi...
Peter lynch understands the worth of
the asset plays.
Namely: slow growers, stalwarts, fast growers, cyclical,
asset plays, and turnarounds.
The asset plays are those stocks whose stocks are greatly undervalued and those stocks that have assets overlooked by the market.
(The only category where the earnings may not be important is in
the asset play.)
What the author did not understand was that my stocks were
all asset plays, valued on the basis of things like real estate holdings and other hard assets.
ACLS is an undervalued
asset play with an activist investor, Sterling Capital Management, holding 10.7 % of its outstanding stock.
We've been following DRAD (see our post archive here) because it is an undervalued
asset play with a...
Electro Scientific Industries Inc (NASDAQ: ESIO) is one of the more complex undervalued
asset plays we've dug up, but a worthwhile one to watch nonetheless.
Sitra is an undervalued
asset play that has begun to turnaround.
We've been following DRAD (see our post archive here) because it is an undervalued
asset play with a plan to sell assets and buy back its stock.
It popped to $ 70 plus last month before settling back after Chairman Einhorn's comments (and not exactly stellar first quarter results — but this is
an asset play).
Is
this an asset play now at this lower price?
MANY ALTERNATIVE INVESTMENTS can be slotted into one of two categories: They are either hard -
asset plays, like commodities and real estate, or they are financially engineered to perform unlike conventional stocks and bonds, which is what you get with many hedge funds and hedge - fund - like mutual funds.
Lynch advises to invest in what you know and then divide your stocks into six categories: slow growers, stalwarts, cyclicals, fast growers, turnarounds, and
asset plays.
Companies, I checked, are
no asset plays, which means they are not priced for bancruptcy and I will have to go for quality.
We started following ASYS (see our post archive here) because it was an undervalued
asset play with a private investor disclosing a substantial holding.
This was changed, and nowadays, as far as I can tell, the time for which you are holding
an asset plays no role at all regarding tax.
Growth category - Sort the stock into a growth category - slow growers, stalwarts, fast growers, cyclicals,
asset plays, and turnarounds.
We started following ASYS (see our post archive here) because it was an undervalued
asset play with a private...
We started following DRAD (see our post archive here) because it was an undervalued
asset play with a p...
We started following ACLS on January 8 this year because it is an undervalued
asset play with an activist investor, Sterling Capital Management, holding 10.7 % of its outstanding stock.
We started following RACK (see our post archive here) because it was an undervalued
asset play, and had announced a plan to repurchase almost 40 % of its stock.
We started following VOXX (see the post archive here) because it was a profitable, undervalued
asset play.
We started following ACLS on January 8 this year (see our post archive here) because it is an undervalued
asset play with an activist investor, Sterling Capital Management, holding 10.7 % of its outstanding stock.
Audiovox Corporation (NASDAQ: VOXX) is a rarity in our universe: a profitable undervalued
asset play.