Company Overview and News

16
My Value Investing Portfolio, First Update

2018-09-25 seekingalpha - 2
After writing my first three articles, on Conrad Industries and Friedman Industries, I’ve been wondering what stock I wanted to discuss next. I favor writing about a stocks I own. However, most of them have already been discussed extensively and satisfactory on SA. I therefore plan to update you every quarter on my value portfolio as a whole. With this approach I can give readers insight in how my holdings are (under)performing.
EVC XKE AGX CRWS CNRD GME BBED CSS CKX ARG NTIP CATO CBK FRD

8
What Will Argan Do With All Of Their Cash?

2018-09-18 seekingalpha - 1
Argan: $361.7 million in cash, no debt and has a MKT CAP of only $685 million.
ARG AGX NYTAB

113
Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q2 2018 Update

2018-08-16 seekingalpha - 13
Fairfax Financial’s largest three stakes are BlackBerry, Resolute Forest Products, and Kennedy Wilson. They together account for ~57% of the 13F assets.
SSYS AP FRFHF CRAY PKX MLUSG RAIL SBNY GE KWN.CL USGPF RFP MDR SSWN BBRY IPI JNJ NTES BB SSWA MCDFF AGX SSW CTL KW RFP KWN ICD GM USG IBM GEC BB CRR ARG HP FLR GNE CBI

11
Argan, Inc.: Disproportionate Upside

2018-06-21 seekingalpha - 1
Argan, Inc. is trading at low multiples (though not as low as headline multiples suggest) due to concerns about the company's backlog and ability to find new work.
ARG AGX

227
Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q1 2018 Update

2018-05-17 seekingalpha - 9
Fairfax Financial’s largest five stakes are BlackBerry, Resolute Forest Products, Kennedy-Wilson, USG, and Intrepid Potash. They together account for ~85% of the US long assets.
SSYS PGH AP FRFHF CRAY PKX MLUSG RAIL NWPX SBNY GE USGPF KWN.CL RFP MDR SSWN BBRY BRK.A IPI ATUSF JNJ NTES BB SSWA MCDFF GRVVF WFCNP AGX SSW KLIC CHRRF PRAGY CTL XCOOQ KW RFP KWN JEC XCOO USG IBM WFC GEC DEST BB XCO CRR ARG HP RPXC FLR GNE

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Silicon Investor Message Boards

This table lists all message boards related to EPA:ARG / ARGAN on message board site Silicon Investor.

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