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Amal Singh  

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  • Why A Beaten-Down Continental Resources Can Make A Comeback
    Sat, Mar. 21 CLR 9 Comments

    Summary

    • In the Bakken shale, production is said to be profitable even at $42 per barrel, while the cost of new production is expected to be even lower.
    • Since Continental Resources operates in the Bakken shale, its margins have increased in a difficult pricing environment due to the low cost of production.
    • Continental's margins might increase further this year due to a lower rig count and higher production, and the expected increase in oil pricing will act as a catalyst.
    • Continental has a high debt-equity ratio and a weak liquidity position, but since it focuses on assets with high cash flow, its balance sheet can improve in the long run.
  • Lennar: Ancillary Units Will Augment Earnings Growth
    Thu, Mar. 19 LEN 1 Comment

    Summary

    • The operating profit of Lennar's Rialto segment is growing at a rapid pace.
    • Lennar's Fund I has generated more than 100% returns on invested capital in less than two years, while Fund II has generated 18% so far.
    • Lennar still has $400 million of equity left for Fund II to invest, and this can help it generate higher returns.
    • Lennar plans to offer a third Rialto fund this year, which will allow it to generate more returns on investments.
  • VAALCO Energy: Lower Drilling Fees And A Recovery In Oil Pricing Will Lead To A Recovery
    Thu, Mar. 12 EGY Comment!

    Summary

    • Lower oil drilling fees will allow VAALCO to keep its margins intact in a weak crude oil price scenario.
    • VAALCO has a positive net cash position, which means that the company doesn't have to bear the burden of interest expenses.
    • The EIA projects that oil prices will start picking up going forward, and this will complement an expected decline in VAALCO's costs.
    • VAALCO's drilling and exploration initiatives in Africa will lead to better production metrics going forward.
  • Carrizo Oil & Gas: Improving Production Volumes, Recovery In Oil Pricing, Lower Costs Are Catalysts
    Thu, Mar. 12 CRZO 2 Comments

    Summary

    • Carrizo Oil & Gas will incur 42% less on capital expenses this year, but its production will still increase.
    • Carrizo will continue drilling for more oil as over 80% of its Eagle Ford locations will be economical even if crude oil prices are below $44 per barrel.
    • An improvement in completion costs and drilling activities will lead to a lower cost structure, and improve Carrizo's bottom line performance.
  • DryShips: Recovery In Spot Market Rates And Increasing Transportation Demand Will Lead To A Comeback
    Fri, Mar. 6 DRYS 15 Comments

    Summary

    • Spot market rates are expected to rise going forward, and this will allow DryShips to improve its revenue and earnings.
    • DryShips has a strong order book, and its focus on fleet development will lead to more orders going forward.
    • Low oil prices should lead to higher demand for transportation and aid DryShips' order growth.
    • DryShips' bottom line is expected to increase in the next five years as compared to a drop in the last five.
  • Why Investors Should Not Discount Anadarko Petroleum Despite Recent Weakness
    Wed, Feb. 25 APC Comment!

    Summary

    • Anadarko has suffered due to a drop in oil prices, but oil is expected to make a comeback as per the EIA.
    • Anadarko's focus on the Wattenberg field, which is expected to generate $500 million in free cash flow, will allow it to benefit from an increase in oil pricing.
    • Anadarko is seeing strong demand for its LNG projects in Mozambique, and since LNG consumption is expected to rise rapidly, its prospects look bright.
  • Why Occidental Petroleum Looks Set To Bounce Back This Year
    Tue, Feb. 24 OXY 11 Comments

    Summary

    • By divesting assets, Occidental will be able to retire some of its substantial debt, leading to a drop in interest expenses and a jump in profit.
    • An increase in operational efficiency and lower oil drilling fees due to a weak pricing environment will allow Occidental to improve its margins going forward.
    • 11 analysts have upgraded Occidental's earnings forecast for the current year, indicating that the company's moves will eventually lead to bottom line growth.
  • ConAgra: A Key Acquisition, Household Penetration And Robust Fundamentals
    Dec. 31, 2014 CAG 1 Comment

    Summary

    • ConAgra is following a mix of smart strategies to improve its performance, which is why the stock has gained impressive momentum in the last six months.
    • The introduction of new flavors and platforms will enable ConAgra to attract more customers, while the TaiMei acquisition will enhance its capabilities.
    • Small tweaks such as package redesigns are proof of ConAgra's attention to detail.
    • A look at ConAgra's valuation and growth projections tell us that the stock is primed for more upside.
  • E-Commerce China Dangdang: Time To Buy On The Drop
    Dec. 31, 2014 DANG 3 Comments

    Summary

    • Dangdang will benefit from secular growth in the Chinese Internet industry as more people get connected to the Internet.
    • Dangdang is looking to improve distribution and improve its mobile presence to tap the Chinese e-commerce industry.
    • Dangdang's earnings are expected to grow at a good pace in the future, making it a smart bet going into earnings.
  • After A Woeful 2014, Dunkin' Brands Can Still Deliver Long-Term Gains
    Dec. 30, 2014 DNKN 2 Comments

    Summary

    • Dunkin' Brands has been under pressure this year due to stiff competition from different companies.
    • Dunkin', however, is looking to make a comeback by opening stores in key locations and improving the menu to attract more customers.
    • Dunkin's focus on technology and customer service should help it improve customer retention, and improve financial performance.
  • Why Anadarko Petroleum Could Be A Good Pick In A Challenging Crude Environment
    Dec. 29, 2014 APC 3 Comments

    Summary

    • Anadarko is doing the right thing by investing in high-margin oil assets, as this will allow it to improve its bottom line performance as oil pricing improves.
    • Anadarko's focus on LNG will help it benefit from a growing market.
    • As compared to peers such as Apache, Anadarko's bottom line is expected to grow in the next five years, which indicates that the company is adopting smart strategies.
  • Cablevision: Customer Losses, AT&T's Threat And Lower Margin Businesses Will Result In Downside
    Dec. 27, 2014 CVC 4 Comments

    Summary

    • Customers' preference for Internet TV and bundled satellite TV plans from telecom carriers are big headwinds for Cablevision Systems.
    • AT&T's pending acquisition of DIRECTV can pose a big threat to Cablevision.
    • Cablevision's focus on lower speed tiers and investments to build the Wi-Fi network will keep its bottom line under pressure.
    • Cablevision's earnings are expected to decline in the future.
  • Avis Budget: Smart Expansion Plans And Expected Earnings Growth Make It A Good Investment
    Dec. 25, 2014 CAR 1 Comment

    Summary

    • The car rental industry is expected to grow rapidly in the coming years, and Avis Budget is preparing itself to tap this growth by creating a strong network.
    • Avis follows a smart strategy of attracting customers, which allows it to increase prices without any attrition.
    • Avis' earnings are expected to grow at a rate of 30% over the next five years.
  • Cliffs Natural Resources: Iron Ore And Coal Weakness Will Lead To More Downside
    Dec. 25, 2014 CLF 4 Comments

    Summary

    • Weakness in iron ore pricing and a slowdown in steel demand from China will continue to hurt Cliffs.
    • Cliffs' bottom line is expected to drop at a tremendous pace in the next five years, making it a stock to avoid.
    • Although Cliffs is trying to curtail costs, a huge debt will lead to sizable interest expenses.
  • Apache: Wrong Strategies Will Lead To Long-Term Weakness
    Dec. 24, 2014 APA 8 Comments

    Summary

    • Apache is selling its international assets and instead focusing on shale plays, but this might hurt its performance.
    • By pulling out of LNG projects, Apache is sacrificing a long-term growth driver.
    • Apache's bottom line is expected to erode in the next five years.
  • Flowers Foods: End-Market Opportunity, Smart Strategies, And Cost Cutting Can Help It Improve
    Dec. 18, 2014 FLO Comment!

    Summary

    • Flowers Foods' sales have been declining due to lower volumes and stiff competition, but investors shouldn't lose hope.
    • Flowers is looking to improve its financial performance on the back of cost cuts, efficiency gains, and improved service.
    • Flowers' valuation and growth projections look bright, indicating that the company can do better in the long run.
  • Improving Iron Ore And Coal Shipments Are Long-Term Catalysts For DryShips
    Dec. 12, 2014 DRYS 6 Comments

    Summary

    • Increasing import of high grade iron ore in China will increase DryShips' addressable market.
    • The oil tanker and coal transportation markets are getting better.
    • DryShips is expected to deliver earnings in the long run as opposed to a sustained decline in the last five years, and it is also expected to outperform the overall.
  • Looking Beyond Campbell Soup's Weak Guidance
    Nov. 28, 2014 CPB Comment!

    Summary

    • Campbell Soup beat estimates but cut its guidance, but investors need to look at the long-term picture.
    • The global soup market is expected to grow steadily in the future and Campbell is tapping it with various acquisitions.
    • Campbell's new product launches will also help it deliver growth.
    • Campbell's earnings are expected to get better in the next five years, while its dividend yield is also attractive, making it a smart investment.
  • Looking Beyond Chipotle Mexican Grill's Cost Concerns
    Nov. 26, 2014 CMG 1 Comment

    Summary

    • Chipotle Mexican Grill should overcome rising cost concerns on the back of strong customer loyalty and expansion into more markets.
    • Chipotle's fast-food centric chains will help it bring more customers into its fold.
    • Chipotle is using responsibly raised ingredients in order to cater to the needs of the millennial population, which is a smart move.
    • Chipotle can even consider raising prices, and this might not have a negative effect on its financial performance as explained in the article.
  • Vale - Why Investors Shouldn't Read Too Much Into Last Friday's Gains
    Nov. 25, 2014 VALE 10 Comments

    Summary

    • Vale shares popped on Friday after reports emerged that Brazil might get a new finance minister.
    • Investors, however, shouldn't take this as a positive since iron ore and nickel pricing weakness will weigh on Vale's performance.
    • Vale has huge debt and its bottom line is expected to continue falling, making it a stock to avoid.
  • A Few Reasons Why Krispy Kreme's Turnaround Will Continue
    Nov. 21, 2014 KKD 2 Comments

    Summary

    • Krispy Kreme is improving customer engagement by re-modeling stores, introducing new items, and offering limited-time menu to improve same-store sales.
    • Krispy Kreme is focusing on the fast-growing market for single-serve pods that could propel its revenue higher in the future.
    • Krispy Kreme's valuation indicates earnings growth, which is another reason why its turnaround can be expected to continue.
  • Constellation Brands' Strategies Indicate That Its Bull Run Will Continue Despite A Weak Outlook
    Nov. 12, 2014 STZ Comment!

    Summary

    • Constellation Brands' focus on improving production and bottling capacity should ensure that its losses due to defective bottle recalls decrease.
    • Constellation Brands has launched new products in the tequila and vodka category, which will allow it to bring more customers into its fold.
    • Constellation's valuation indicates earnings improvements, so it is likely that the stock will continue rising going forward.
  • Ruby Tuesday: Strategic Menu Additions And Focus On Operational Agility Are Catalysts
    Nov. 12, 2014 RT 1 Comment

    Summary

    • Ruby Tuesday's turnaround is in full swing as the company is delivering solid growth in its margins.
    • Ruby will be able to sustain its impressive run as it is expanding its menu, and adding cheaper items, in order to keep customers satisfied.
    • Ruby's focus on inventory management will help it lower input costs, and allow it to sustain its turnaround in the long run.
  • A Few Reasons Why Goldcorp's Drop Looks Like A Buying Opportunity
    Sep. 30, 2014 GG 8 Comments

    Summary

    • Goldcorp stock has dropped a lot in the past one month due to various headwinds, but its long-term prospects are still intact.
    • Goldcorp's focus on cost reduction will allow it to improve its earnings performance in the future.
    • Goldcorp has various projects in the pipeline, which should lead to better production going forward.
    • An increase in gold demand from markets such as Asia bodes well for Goldcorp.
  • Why Flowers Foods Looks Like A Good Bet At Its 52-Week Low
    Sep. 30, 2014 FLO 3 Comments

    Summary

    • Flowers Foods is struggling from short-term issues, but the company's new products and brand reintroductions should help it gain momentum going forward.
    • Flowers is also working on cost-saving initiatives in order to improve its bottom line.
    • Flowers' earnings are expected to grow at an impressive pace going forward, while its valuation is also attractive.
  • Chesapeake Energy: Fundamental Strength And Improving Production Profile Make It A Smart Investment
    Sep. 29, 2014 CHK 2 Comments

    Summary

    • Chesapeake Energy missed earnings estimates the last time, but the company is undertaking efforts to cut costs.
    • Chesapeake's fundamentals are strong, and is earnings are expected to grow at a good pace in the next two years.
    • Chesapeake is expanding its production profile to tap the growing consumption of natural gas.
  • Increasing Auto Sales And Product Focus Can Take Sirius XM To New Highs
    Sep. 28, 2014 SIRI 28 Comments

    Summary

    • Sirius XM is penetrating the new car market at a good pace, which is a sign of better things to come.
    • Sirius XM also stands to benefit from the pre-owned car market, while its connected car strategy will enable it to benefit from new technology in cars.
    • Sirius XM is improving its programming with new content.
  • Mondelez International: A Few Reasons To Avoid This Stock
    Sep. 28, 2014 MDLZ 9 Comments

    Summary

    • Mondelez's price rise has backfired as peers haven't followed suit, leading to weakening of market share.
    • Mondelez is seeing weakness in the emerging markets.
    • Mondelez's valuation signifies that its earnings will be under pressure.
  • Why An Expensive WhiteWave Foods Is Still A Good Investment
    Sep. 26, 2014 WWAV 4 Comments

    Summary

    • WhiteWave Foods trades at an expensive valuation after strong gains this year, but the premium seems justified.
    • WhiteWave Foods will benefit from rising milk prices, while the company's leading position in the almond.
    • WhiteWave's partnership with Dunkin' and its acquisition of So Delicious will make the business better.
    • WhiteWave's earnings are on track to grow at a strong rate going forward, while its forward P/E is low.
  • Is Dean Foods A Value Play Or A Value Trap?
    Sep. 26, 2014 DF 9 Comments

    Summary

    • Dean Foods trades at a pretty cheap valuation, but weakness in the milk market makes it a risky investment.
    • Rising milk prices and consumers giving preference to plant-based alternatives is a worry for Dean Foods.
    • Dean Foods is undertaking strategies to make some improvements, but it doesn't expect the situation to improve any time soon.
    • Dean's valuation indicates that its bottom line will deteriorate further.
  • A Few Reasons Why ConAgra Foods Should Continue Getting Better
    Sep. 25, 2014 CAG 1 Comment

    Summary

    • ConAgra Foods' impressive turnaround strategies should allow it to overcome the challenges that it is facing.
    • ConAgra is improving the performance of its private-label brands by improving packaging and assortment.
    • ConAgra's Ardent Mills venture is a catalyst.
    • ConAgra is cheaper than the industry average on a valuation basis.
  • Why Hormel Foods Is Set To Deliver More Upside
    Sep. 24, 2014 HRL 2 Comments

    Summary

    • Hormel Foods is focusing on advertising, new product introductions, and international growth to grow its business.
    • Hormel will benefit from the acquisition of CytoSport Holdings as it will increase its reach in the protein-rich sports nutrition market.
    • Hormel's fundamentals and valuation are robust, and its earnings are expected to grow in the double digits going forward.