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Greenlight Capital Re’s (GLRE) Q2 2013 Results

Posted on 09/10/2013 in Commentary, Earnings, Investment Ideas tagged GLRE

We have been following Greenlight Capital Reinsurance (GLRE) since September Read more …

MFC Industrial (MF): Q2 2013 Earnings Notes

Posted on 09/06/2013 in Earnings, Investment Ideas tagged MIL

MFC Industrial: Global Commodity Supply Chain Firm at 32% Discount Read more …

Novo Nordisk (NVO) Offers Strong Profit Margins and Solid Sales Growth

Posted on 08/20/2013 in Earnings tagged NVO

Rating: Strong Buy Novo Nordisk (NVO) continues to generate such Read more …

KHD Humboldt (KHDHF / KWG) Undervalued Relative to Assets

Posted on 08/19/2013 in Earnings tagged KHDHF, KWG

KHD Humboldt Wedag (KHDHF / KWG) Undervalued Relative to Assets Read more …

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

Posted on 05/24/2012 in Earnings, Investment Ideas tagged media, spain, telecom

We entered into a long position in the Liberty Acquisition Read more …

Virtus: Upgrading Our Rating

Posted on 05/23/2012 in Earnings, Investment Ideas tagged financials

We have been impressed with the performance of Virtus Investment Partners Read more …

ATP Oil & Gas: Looking For Improvements

Posted on 05/16/2012 in Earnings tagged energy, gas, oil

On May 10th, ATP Oil & Gas (ATPG) reported Q1 results. Our Read more …

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

Posted on 05/08/2012 in Earnings tagged energy, gas, oil

This week, we are expecting ATP Oil & Gas Corporation (ATPG) to Read more …

Apple’s Delicious Quarterly Results

Posted on 04/26/2012 in Earnings tagged mobile, technology, telecom

On April 24, 2012, Apple (AAPL) reported results that blew past everyone’s Read more …

State Street: Q1 Results Mixed, Still Bullish

Posted on 04/24/2012 in Earnings tagged banks, financials

After seeing State Street Corporation’s (STT) Q1 Earnings Release and that the Read more …

Green Shoots From Citigroup’s Q1 Results

Posted on 04/19/2012 in Earnings tagged banks, financials

We saw some green shoots out of Citigroup (C) as it released Read more …

Progress Report: PURE Bioscience

Posted on 03/19/2012 in Commentary, Earnings tagged biotech

We listened to the PURE Bioscience (PURE)  second quarter fiscal 2012 conference Read more …

Progress Report: Prisa 2011 Performance

Posted on 03/01/2012 in Earnings, Progress Report tagged media, spain

Here are our notes from the February 28th, 2012 Prisa (NYSE: Read more …

Highlights Of Sprint Nextel Q4 2011 Earnings

Posted on 02/29/2012 in Commentary, Earnings tagged mobile, technology, telecom

We’ve been following Sprint (NYSE: S) for quite some time now Read more …

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