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April 2012 - Saibus Research

April 2012

Sprint Nextel’s Steady Forward Progress

By Saibus Research - 30th April 2012

On April 25, 2012, Sprint Nextel (S) reported results that exceeded everyone’s expectations, including our own. We have seen a number of green shoots that we were looking at in order...

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Cullen/Frost Bankers: Banking On Strong Credit Quality, Part 2

By Saibus Research - 27th April 2012

This is part two of a series of reports on Cullen/Frost Bankers (CFR). In this report, we will focus on the keys to investment thesis, risks, and industry outlook....

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Apple’s Delicious Quarterly Results

By Saibus Research - 26th April 2012

On April 24, 2012, Apple (AAPL) reported results that blew past everyone’s expectations, including our expectations. Apple reported quarterly revenue of $39.2B and quarterly profit of $11.6B, or $12.30 EPS....

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Penn Virginia: Investor Patience Will Pay Dividends

By Saibus Research - 26th April 2012

Penn Virginia Corporation (PVA) is a company in transition. Primarily a driller of dry gas prior to 2010, it has begun a campaign to switch to liquids that has...

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Cullen/Frost Bankers: Banking On Strong Credit Quality, Part 1

By Saibus Research - 25th April 2012

This is part one of a series of reports on Cullen/Frost Bankers (CFR). In this report, we will focus on the recommendation, overview, and valuation analysis of the company....

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State Street: Q1 Results Mixed, Still Bullish

By Saibus Research - 24th April 2012

After seeing State Street Corporation’s (STT) Q1 Earnings Release and that the company missed expectations due to expense growth significantly exceeding revenue growth on a year-over-year basis, we were reminded...

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CenturyLink: Link Up To This High-Yielding Rural Telecom

By Saibus Research - 23rd April 2012

We recently reviewed CenturyLink (CTL) versus Frontier Communications Corporation (FTR) andWindstream Corporation (WIN), two other leading rural telecommunications firms and we believe that CenturyLink offers the best risk-reward scenario of the three...

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Green Shoots From Citigroup’s Q1 Results

By Saibus Research - 19th April 2012

We saw some green shoots out of Citigroup (C) as it released its Q1 earnings results. Here are a number of factors that we were looking to see improvements on...

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State Street Global Advisors: Mend It, Don’t End It

By Saibus Research - 17th April 2012

There have been calls for State Street Corporation (STT) to spin-off State Street Global Advisors (SSgA) to shareholders or sell it. The rationale was that a spin-off would create two...

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Progress Report: CenturyLink Inc

By Saibus Research - 13th April 2012

We’ve released our new progress report on CenturyLink Inc (CTL). Included is our analysis of the Q4 conference call as well as commentary on its valuation, fundamentals, and outlook. CentryLink’s 2011...

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Update: Virtus AUM Growth

By Saibus Research - 12th April 2012

Virtus Investment Partners (VRTS)  grew AUM faster from Organic Client Deposit Growth (10%) than Market Appreciation (8%).  Regardless, we feel 18% Linked-Quarter AUM growth is great and certainly...

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Full Report: Virtus Investment Partners

By Saibus Research - 11th April 2012

This is part of a series of reports on Virtus Investment Partners (VRTS). The parts will cover: Recommendation and Overview, Valuation Analysis, and Key Points, Risks and Outlook. We...

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State Street: Our Fair Value Increase Validated

By Saibus Research - 9th April 2012

Three weeks ago, as we expected, State Street Corporation (STT) passed the Federal Reserve Stress Tests, along with 14 other banks, including direct peers Bank of New York Mellon (BK)...

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Progress Report: Virtus Investment Partners

By Saibus Research - 2nd April 2012

We have been impressed with the performance of Virtus Investment Partners (VRTS) since we first purchased shares back in May and their Q4 performance shows that the company is continuing...

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