Category Archives: Issues

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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

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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

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Brick-and-Mortar Bust

Margin compression and a dwindling market share mean it’s time to short this electronics retailer. Read More

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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

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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.
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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

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Rolling the Dice on China

Yiannis and Elliott bet on China’s robust economic growth and rising household incomes in the region. Read More

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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

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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.
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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

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