Boyar Blog


The Boyar Value Group Interviewed in <em>Seeking Alpha</em>

The Boyar Value Group was recently interviewed in Seeking Alpha. The interview covered topics ranging from how we uncover intrinsically undervalued companies to a current higher conviction stock idea.

Boyar Research recently profiled two companies that are not widely covered on Wall Street. The first is Conduent, a recent Xerox spinout in which Carl Icahn owns a ~10% stake. There are only seven sell-side analysts following the company. The other is Howard Hughes Corporation, which only has six analysts providing coverage.

Boyar Research recently profiled two companies that are currently very much out of favor in the investment community, Western Union and Discovery Communications. Western Union is now the second most shorted stock in the S&P 500 and out of the 28 analyst covering Discovery Communications, there are only 3 buy ratings.

In 2010, Boyar Research started publishing Boyar’s Micro Cap Focus to feature companies with market capitalizations of $500 million or less. The companies featured in this publication have since on average advanced 116% versus 55% for the Russell Microcap Value Index.

Jonathan Boyar recently spoke at the GuruFocus investment conference held in Omaha the day before the Berkshire Hathaway annual meeting. After the conference, we had a chance to review a copy of the recently released book authored by Charlie Tian, founder of GuruFocus.com.