Bookkeeping: Cash America (CSH) and EZCORP (EZPW) Both Report Today - Starting Small Stake in EZCORP

I am looking for names hedge funds don’t own much of So their actions won’t ruin our portfolio, errr.. won’t ruin our portfolio FURTHER. I think the pawn shops/cash advance areas, aside from being counter cyclical, will fit that bill. Main risks here are legislative, or the economy returns to boom time. Meaning the only risk is legislative We’ve discussed these names of late - and both that I am targeting report today. Cash America (…
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  24 July, 2008| Fundamental Analysis | @ 11:32

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