Student Transportation: Increase In Fair Value But Still Overvalued
We maintain our Avoid rating on Student Transportation (STB), but we are increasing our fair value from $2.23 to $3.73 (compared with $7 price as of today). Below is...
Read More1700 Names to Choose From and Kraft Picks Mondelēz
Kraft Foods (KFT) plans to change the corporate name of its global snacks company to Mondelēz International to better encapsulate the idea of a “delicious world” and its ongoing...
Read MoreFeatured Holding: Virtus Investment Partners
ACTION: On May 2, 2011 we purchased shares of Virtus Investment Partners (VRTS) at about $51.36 per share just minutes before they released their Q1 Results. We were attracted to their...
Read MoreState Street: Blue Chip Turnaround
We have released a new report on State Street (STT). STT was one of 19 big banks that recently passed the Fed’s stress test. The 4 banks that did...
Read MoreNew Investment Idea: Manning & Napier
We have published one of our newest investment ideas, Manning & Napier (MN). We recommend Manning & Napier, Inc as a Strong Buy based on strong organic growth in...
Read MoreProgress Report: PURE Bioscience
We listened to the PURE Bioscience (PURE) second quarter fiscal 2012 conference call on March 15, 2012. Overall the Conference Call was very uninspiring and not very transparent. The results were sub...
Read MoreProgress Report: Prisa 2011 Performance
Here are our notes from the February 28th, 2012 Prisa (NYSE: PRIS) annual conference call for 2011 performance: Our overall impression for PRISA’s 2011 results are neutral. On one hand...
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