10 Comments

Does anybody out there know who the next Peter Kamin is? yes. you Dave Waters.. good job Dave.. mark j.

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We must have similar taste because Kamin overlaps with stuff I own/like time and time again. Not a stalker, but we must have some sort of overlapping criteria.

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I looked at this company a while back. If my memory serves me correctly the owner was speculating (and losing) lots of company earnings in various markets. Big red flag!

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Any thoughts about CRAWA, looks really cheap right now, unless story has changed?

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author

Very cheap. Its's not surprising the stock has been knocked down on inflation and recession concerns, but nothing about the longer-term story has changed. They will keep buying niche manufacturers and good prices and building a bigger, more profitable company.

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Any thoughts on Kamin with $PMD?

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When Peter Kamin files a 13D the stock price goes up. When Dave Waters writes an article the stock price goes up (BUKS). That's at least one similarity.

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Dave, my broker (Schwab) let's me sell the "Expert Market" holdings I have. But I can not buy them through them. Do you know of any brokers letting qualified investors buy into "Expert Market" stocks. Thanks for all your articles - I learn much. Todd

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I owned BUKS but sold out recently. Management commented that traffic was lower but gambling per head was higher. I'm a little concerned about why the other players haven't come back and what happens if the big spenders become tight-fisted given economic conditions.

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Roy Sebag from $XAUMF looks promising!He has created few interesting business and the price right now looks like a bargain.

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