Research

Investment Ideas of the Week 12-3-12

Top 5 ideas of the week:

 KHD Humboldt Wedag (KHDHF)

KHD Humboldt Wedag’s Strong Order Intake Pipeline Will Offset Current Soft Sales Results: On November 9th, KHD Humboldt Wedag International AG (US OTC KHDHF, Germany Ticker KWG) released its YTD financial performance and it reported a profit of €800K, or €0.02 EPS for the first nine months of 2012.

 Veris Gold (YNGFF)

Veris Gold: Junior Miner Reaches Profitability and Offers Investors Golden Potential: On November 12th, Veris Gold (VGFF US Ticker, (VG Toronto Ticker)) released its Q3 financial performance.

 Chesapeake Energy (CHK)

Now that natural gas prices have bounced off the sub $2/MCF levels achieved in April 2012, we believe that will give Chesapeake a chance to catch its breath and help it stabilize its revenues excluding the impact of volatile derivative gains and losses.

 News Corporation (NWS)

On June 26th, News Corporation (NWS) announced that it was considering a corporate restructuring to separate its business into two distinct publicly traded companies.   We are most interested in News Corp’s cable network programming assets because it has highly desirable cable network assets in the regional Fox Sports Networks, FX and Fox News, which is the hands-down king of the mountain with regards to cable news ratings.

 Exelon Corporation (EXC) and Wisconsin Energy (WEC)

We have been publishing our analysis and research on Exelon Corporation (EXC) since June in the wake of the Wisconsin recall elections. Our thesis is that the two states where Exelon (Illinois) and Wisconsin Energy (WEC) are headquartered will be seeing different potential long-term economic growth rates as the two states have pursued two vastly different macroeconomic models since 2010.