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May 2012 - Saibus Research

May 2012

Ford: Berkshire Hathaway Likes Government Motors, We Like Ford Instead

By Saibus Research - 31st May 2012

We read Berkshire Hathaway’s (BRK.A) recent 13-F filing that Berkshire had purchased 10M shares of General Motors (GM). This represents about .3% of Berkshire’s equity holdings as of Q1 2012....

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BlackRock: An Undervalued, Industry Leading Asset Manager

By Saibus Research - 31st May 2012

We own BlackRock (BLK) and have owned it since 2004, six months before it announced its first major acquisition. We were pleased that BlackRock not only beat consensus EPS expectations...

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Apple: The Best Friend A Mobile Carrier Can Have

By Saibus Research - 29th May 2012

We believe that Apple (AAPL) is the best friend a mobile carrier can have. Apple’s cutting-edge iOS devices (iPhone and iPad) are the hottest selling smartphone and tablet...

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Investment Ideas of the Week 5-29-12

By Saibus Research - 29th May 2012

List of Investment Ideas We covered quite a few investment ideas that we are bullish on in the past week, as well as companies we are not quite...

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Sprint: Sprinting Ahead Of T-Mobile And Deutsche Telekom

By Saibus Research - 29th May 2012

We believe that Sprint Nextel (S) and T-Mobile USA have seen a reversal of fortunes over the last 3-5 years. We believe that Sprint deserved its much-maligned reputation...

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Chesapeake Trust: A 14% Protected Yield In Energy

By Saibus Research - 25th May 2012

American Oil & Gas Royalty Trusts have fallen well out of favor in the past month due to weakness in the underlying commodities. Companies like Chesapeake Granite Wash Trust...

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Grupo Prisa: Strong LatAm Growth, Mixed Results in Local Market

By Saibus Research - 24th May 2012

We entered into a long position in the Liberty Acquisition SPAC warrants in 2010 run by Martin Franklin and Nicolas Berggruen. We were attracted to PRISA because it...

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Virtus: Upgrading Our Rating

By Saibus Research - 23rd May 2012

We have been impressed with the performance of Virtus Investment Partners (VRTS) since we first purchased shares back in May and the quarterly performance in Q4 2011 and Q1 2012...

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Manning & Napier: Expecting Good Things Post IPO

By Saibus Research - 23rd May 2012

We entered into a long position in Manning & Napier, Inc (MN) towards the end of February 2012 because we were impressed with the results of the company...

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Student Transportation: Expectations Met, Raising Fair Value And Outlook

By Saibus Research - 23rd May 2012

We maintain our Avoid rating on Student Transportation (STB), but we are increasing our fair value from $3.73 to $4.11 (compared with the $6.32 price as of May 18) and...

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Brookfield Infrastructure: Unique Assets, Strong Growth, High Dividend Yields

By Saibus Research - 21st May 2012

We have held a long position in Brookfield Infrastructure Partners (BIP) since the beginning of 2011 and we have been pleased with the results of the company during this time....

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Scripps Networks Interactive: Undervalued Niche Media Assets

By Saibus Research - 21st May 2012

We like  Scripps Networks Interactive (NYSE SNI) based on strong revenue and profit growth from lifestyle media content business and ample free cash flows.  We expect to see the...

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ATP Oil & Gas: Looking For Improvements

By Saibus Research - 16th May 2012

On May 10th, ATP Oil & Gas (ATPG) reported Q1 results. Our firm has held a position in the company since last May and saw positives in its Q4 results....

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CenturyLink: Reach Out And Touch This High-Yielding Telecom

By Saibus Research - 14th May 2012

We previously analyzed CenturyLink (CTL) versus Frontier Communications Corporation (FTR) and Windstream Corporation (WIN), two other rural telecommunications firms and we still believe that CenturyLink offers the best risk-reward scenario of the three firms,...

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A Good Deal: Hilltop Holdings to Acquire PlainsCapital

By Saibus Research - 11th May 2012

On May 9, 2012 Hilltop Holdings (HTH) announced that it will acquire PlainsCapital Corp. in a roughly $538 million cash and stock deal. We have been longtime holders of HTH and...

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ATP Oil & Gas: Q4 Results Showed Progress, Expect Same in Q1 2012

By Saibus Research - 8th May 2012

This week, we are expecting ATP Oil & Gas Corporation (ATPG) to report results. We are expecting to see continuation of the progress the company made in Q4 2011 to...

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Student Transportation: We Like The New Contracts

By Saibus Research - 7th May 2012

On May 1st, Student Transportation (STB) confirmed this week the signing of an asset purchase agreement with National Express Corporation (NXPGY.PK). The agreement opens two additional states for STB to provide...

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Apple: iPad Sales Aren’t Padded By Subsidies

By Saibus Research - 4th May 2012

We have previously written about Apple’s (AAPL) iPhone and subsidies associated with it, as well as other smartphones. Those two articles inspired us to take look at Apple’s other hot selling product,...

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School Bus Operators: Big Yellow Buses, Big Green Yields

By Saibus Research - 2nd May 2012

We began analyzing Student Transportation’s (STB) common stock back in August when we were alerted to the fact that it received approval to register its shares on the NASDAQ Global Select...

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Mobile Carriers Can’t Blame iPhone Subsidies For Profit Issues

By Saibus Research - 2nd May 2012

On April 18th, we published our article rebutting criticism of Apple (AAPL) because the carriers offer customers subsidies to purchase Apple’s iPhone, and we were pleased with the strong and passionate interest that our...

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