-
-
-
Video
E-Letters
Editors
Category Archives: Issues
Finding Yield in the Grocery Aisle
This Midwest grocery store operator generates steady free cash flow, and the shares will boast an 8 percent yield once the company initiates its dividend. Read More
Posted in Issues
Leave a comment
A Turnaround Tale
This hard-hit display maker should benefit from a handful of demand catalysts and is in the midst of a restructuring plan that should return the company to profitability in the second half of 2012. Read More
Posted in Issues
Leave a comment
Brick-and-Mortar Bust
Margin compression and a dwindling market share mean it’s time to short this electronics retailer. Read More
Posted in Issues
Leave a comment
Riding the Rails
This railcar manufacturer stands to benefit from booming demand for railcars capable of transporting oil, petroleum products, petrochemicals, and the sand and ceramics used in hydraulic fracturing. Read More
Posted in Issues
Leave a comment
Profitable Programming
This cable network stands to benefit from improved advertising sales on its strong 2012 lineup of programming and improved affiliate rates as the firm negotiates new deals with cable operators.
Read More
Posted in Issues
Leave a comment
Secure Future
The cybersecurity outfit generates steady cash flow and offers exposure to several key growth trends, a winning combination in a market where defense is sometimes the best offense. Read More
Posted in Issues
Leave a comment
Rolling the Dice on China
Yiannis and Elliott bet on China’s robust economic growth and rising household incomes in the region. Read More
Posted in Issues
Leave a comment
Outsourced
Weakness in global equity markets offers an opportunity to pick up shares of this global IT services outfit at a substantial discount. Read More
Posted in Issues
Leave a comment
A Bloody Good Stock
The latest Cocktail Stock is a speculative bet that offers exposure to rising household incomes in China and represents a play on government-mandated limitations on the number of children in each household. The recent pullback in the broader market offers an ideal entry point.
Read More
Posted in Issues
Leave a comment
Deep Value in the Cradle of Democracy
Inspiration strikes Elliott and Yiannis on the beach in Mykonos, Greece. The two stock-pickers highlight a deep-value turnaround play that sold off dramatically during the EU sovereign debt crisis. Read More
Posted in Issues
Leave a comment


