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Alpha Hunter

 
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  • Interpreting Activision Blizzard's Earnings Call: Its Strong Potential
    Thu, May. 8 ATVI 3 Comments

    Summary

    • Activision Blizzard recently reported double analyst's estimates for its Q1 2014 earnings call.
    • Strong digital revenue and its plan for the future point to a stable and successful future.
    • Potential for M&A represents a strong chance for value realization.
  • Kinder Morgan Warrants: Trash Courtesy Of Goldman Sachs
    Tue, May. 6 KMI 107 Comments

    Summary

    • Kinder Morgan offered long-dated warrants as merger consideration for its purchase of El Paso.
    • Goldman Sachs, which has now settled a lawsuit, structured the deal to its own advantage.
    • This has resulted in extremely dilutive warrants that are unlikely to be exercised.
  • NovaCopper: Value Created By Market Structure Deficiencies
    Tue, May. 6 NCQ 49 Comments

    Summary

    • NovaCopper is an exploration phase copper mining company.
    • Its price is depressed due to spinoff dynamics, ETF reweighting, and tax selling.
    • A near-term catalyst could appear within the next month with its capital raise.