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Chris Katje

 
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AA, ABT, AEO, AFL, ALSK, AMCX, AMZN, ANF, ANGI, ANN, AOL, APO, APTS, ARAY, ARCO, ARII, ARMK, ARO, ASEI, ASNA, ATRO, ATVI, AVAL, AVIV, BA, BAGR, BDBD, BDCV, BEAM, BERY, BF.B, BFAM, BGS, BIDU, BJRI, BKS, BKW, BLMN, BNNY, BONA, BREW, BSMX, BUD, BWLD, BYD, CAG, CAKE, CCL, CDX, CHGG, CLNE, CMCSA, CMG, CMS, CNCO, CNH, COH, COLM, COOL, COSI, COST, COTY, COV, CPB, CRMB, CRSR, CRUS, CRWN, CVA, CVO, CZR, DDMGQ, DELL, DFRG, DIS, DISCA, DNDN, DOC, DPS, DRI, DRII, DRJ, DSW, DWA, EA, EAC, EBAY, EHTH, EQIX, ESRT, EWM, EXA, F, FB, FIVE, FIZZ, FLO, FLT, FNDR, FPI, FRCOY, GCO, GIII, GIL, GILD, GIMO, GIS, GLUU, GMCR, GME, GMED, GNTX, GOGO, GPS, GRAM, GRT, GRUB, GSVC, HA, HABT, HAIN, HAR, HAS, HBAN, HBI, HD, HE, HMRZF, HNZ, HOTR, HPT, HSH, HSY, HUBS, HXL, IACI, IBB, ICON, IGT, IMAX, IRBT, IRG, ISCA, ITW, JACK, JAKK, JBLU, JBT, JOSB, JUNO, KATE, KING, KO, KORS, LAEC, LAND, LBIX, LF, LGF, LGND, LMNR, LOCK, LOCM, LOGI, LOGM, LOW, LULU, LYV, LZB, MANU, MAR, MAT, MCD, MDLZ, MELI, MFB, MM, MNST, MODN, MOV, MPC, MPEL, MR, MSFT, MSG, MSLP, MTN, MUR, MVIS, MW, NAFC, NASH, NBR, NCLH, NCMI, NCR, NDLS, NKE, NOK, NOW, NTDOY, NTES, NTN, NTRI, NUAN, NWL, NWS, NWSA, OAK, ONXX, ORAN, ORB, ORIG, OSTK, OSUR, OTIV, OUTR, PBH, PBPB, PBT, PCAR, PEP, PF, PFE, PG, PGR, PLAY, PNK, POST, PSRT, PSUN, PVH, PWRD, PZZI, RAD, RAVN, RCI, RCL, REV, RRGB, RSH, RST, RVLT, RWLK, SALE, SAM, SATS, SBUX, SC, SCI, SCS, SCTY, SDRL, SEAS, SFXE, SGAMY, SGMS, SJM, SMTH, SNE, SNOW, SONC, SPTN, SQBG, SQNXF, STEI, STEM, STNR, STRZA, STZ, SVA, SWHC, SYY, TAOM, TASR, TAST, TCEHY, TEAR, TEVA, TFM, THQIQ, TINY, TITN, TIVO, TJX, TMWE, TRAK, TRIA, TRK, TRUP, TTWO, TV, TWX, UA, UBSFY, ULTA, URBN, VICL, VLRS, VRA, WDAY, WHR, WMT, WTW, WWAV, WWW, XOOM, XRAY, YELP, YHOO, YUM, YY, ZNGA, ZOES, ZTS
  • Hasbro's Strong Earnings Foreshadow Exciting Future
    Wed, Oct. 22 HAS 1 Comment

    Summary

    • Hasbro saw growth in all regions for third quarter.
    • Hasbro has licensing rights to Frozen in 2016 and Star Wars and Marvel through 2020.
    • Company's entertainment segment shows upside potential with upcoming television and movie ventures.
  • Disney Continues Bullish Path With Exciting New Marvel And Star Wars Details And Rumors
    Mon, Oct. 20 DIS 3 Comments

    Summary

    • Marvel lineup expanding with new films and new superhero collaborations.
    • Initial talks between Disney and Sony over Spider Man rights may be small now but lead to big things.
    • Guardians of the Galaxy showing franchise potential with animated TV show and big screen sequel.
  • AMC Networks At 52-Week Lows Despite Record Performance Of 'The Walking Dead'
    Thu, Oct. 16 AMCX Comment!

    Summary

    • Sunday's season five premiere posted a record 17.3 million viewers.
    • Spinoff and ideas through season 12 give the series longevity.
    • Shares trade at 11.9 times forward earnings, a cheap valuation.
    • AMC shares down 17% in 2014 and down more than 40% from 52-week highs.
  • American Burger Chains Should Be Scared Of Burger Fuel's U.S. Entry
    Wed, Oct. 15 MCD, BKW, RRGB 4 Comments

    Summary

    • Burger Fuel should have easy path to United States entry with Subway partnership.
    • McDonald's and Burger King seeing declining sales, which could be hit further by another fast casual burger player.
    • Burger Fuel shares are risky on a foreign exchange but offer huge upside with international expansion.
  • Starz Ready For International Boost With New Service
    Tue, Oct. 14 STRZA 1 Comment

    Summary

    • Partnership with Parsifal Entertainment to launch in new international territories.
    • Strong viewership numbers for Black Sails leads to third season renewal, strengthens original content.
    • Low valuation of shares.
  • Harman International: Follow Sound Leader With NBA Deal And Record Backlog
    Editors' Pick • Tue, Oct. 14 HAR 1 Comment

    Summary

    • Backlog stands at $20.5 billion at end of fiscal year and has already grown since that time.
    • All three business segments saw double-digit revenue increases in last fiscal year.
    • NBA deal provides opportunity to issue branded player and team headphones.
  • Manchester United: Recent Winning And Mid-Week Strategy Provides Upside
    Thu, Oct. 9 MANU 3 Comments

    Summary

    • Strong rebound has seen Manchester United climb to top three of EPL standings.
    • Idea of mid-week friendlies in Middle East is perfect opportunity to boost all three business segments.
    • 2015 will see strong revenue inflow from Adidas and Chevrolet sponsorship deals.
  • Dave & Buster's IPO Could Be A Value Play If It Prices Below Range
    Wed, Oct. 8 PLAY 2 Comments

    Summary

    • Pricing at $17 would value the company at 1x last year's sales.
    • The company believes it can hit 200 locations in the United States and Canada.
    • EBITDA margins are continuing to improve.
  • Hubspot IPO Follows Success Of Marketo And Offers Great Early Opportunity
    Wed, Oct. 8 HUBS Comment!

    Summary

    • IPO of rival Marketo was strong and sets up a nice open for Hubspot.
    • Company is growing its customer base, average revenue per user, while keeping acquisition costs in check.
    • Hubspot trades with a favorable price to sales ratio to Marketo and other rivals.
  • Boulder Brands: Investors Underestimating The Gluten Free Foodservice Opportunity
    Wed, Oct. 8 BDBD 3 Comments

    Summary

    • Udi's was great acquisition for Boulder Brands with 2013 sales up more than 45%.
    • Foodservice offers great opportunity with 2013 sales tripled and 2014 sales expected to quadruple.
    • New partnerships with Papa Murphy's and Smashburger showcase the Udi's opportunity and sets the company up for more growth in foodservice.
  • IMAX's Netflix Partnership Strengthens 2015 Line-Up And Push Into China
    Sun, Oct. 5 IMAX 1 Comment

    Summary

    • Despite threats by U.S. movie theater companies, IMAX will see strong showings in China, where Netflix doesn't operate.
    • The movie "Crouching Tiger, Hidden Dragon: The Green Lantern" adds to an exceptionally strong 2015 line-up.
    • China backlog and potential remains a key reason to go long IMAX shares with pending IPO.
  • Disney's 'Frozen' Deal With Hasbro Strengthens Franchise, Sets Up Likely Sequel
    Mon, Sep. 29 DIS 1 Comment

    Summary

    • Disney boosts further franchise power of billion dollar movie "Frozen."
    • Expansion of "Frozen" continues and likely leading to a sequel.
    • Hasbro scores with deal and now has "Frozen," "Star Wars," and Marvel signed for future.
  • Update: Pie Five Shines Through For Pizza Inn Holdings In Fourth Quarter
    Wed, Sep. 24 PZZI 7 Comments

    Summary

    • Fourth quarter same store sales increased 12.9% at Pie Five locations.
    • Average weekly sales increased 25.2% for company owned Pie Five locations.
    • Backlog of Pie Five stores grows to 229 restaurants, which supports my last article.
    • I said top line sales would increase and store count would double by end of 2014 which proved true.
  • 2 Toy Companies Under $10 With Bright Christmas Prospects
    Wed, Sep. 24 JAKK, LF 7 Comments

    Summary

    • Snow Glow Elsa demand could send JAKKS Pacific shares up for holiday season.
    • Leapfrog offers three exciting new products for 2014 holiday season.
    • Both JAKKS and Leapfrog are acquisition targets with strong lineups and low market capitalizations.
  • Dominant Market Share And GDP Growth Make Colombia's Grupo Aval IPO Worth Buying
    Tue, Sep. 23 AVAL 2 Comments

    Summary

    • Grupo Aval is dominant leader in Colombian banking.
    • Operations in Central America include strong market share in eight other countries.
    • Strong GDP growth and credit card penetration offer strong projected growth for the company.
  • Crown Media Set To Boost Advertising And Subscription Revenue With Recent Transformation
    Mon, Sep. 22 CRWN 1 Comment

    Summary

    • Hallmark Hall of Fame movies moving to Hallmark Channel.
    • Original programming performing well.
    • Strong lineup of Christmas movies now spans two networks for increased viewership.
  • Huntington Strengthens Midwest Ties With Acquisitions
    Fri, Sep. 19 HBAN 2 Comments

    Summary

    • Huntington adds 24 Michigan branches in key markets of Saginaw, Flint, and Monroe.
    • Second quarter earnings were impressive with strong growth of automotive and home loans.
    • Huntington shares have low price to earnings and decent dividend yield.
  • LogMeIn Helping Businesses 'Remote Control' Employees Is A Win For Shareholders
    Wed, Sep. 17 LOGM Comment!

    Summary

    • Acquisition of Meldium offers additional services for IT departments.
    • Join.me Enterprise winning large company deals and increasing average size.
    • Other initiatives of AppGuru and Xively offer upside for 2015.
  • Limoneira's Third Quarter Offers Reminders Of Why Shares Are Undervalued
    Wed, Sep. 17 LMNR 1 Comment

    Summary

    • Limoneira's acquisitions boosting agribusiness output.
    • East Area I is most significant real estate project, will bring $150 million to company.
    • Strong earnings and updated guidance show financial strength of Limoneira.
  • Gladstone Land Continues Acquisition Spree, Provides Nice Way For Investors To Bet The Farm
    Tue, Sep. 16 LAND 9 Comments

    Summary

    • Gladstone Land acquisitions adding $1.1 million in 2015 rent payments.
    • REIT conversion means 90% of income to be paid to shareholders, current yield is 3% with monthly dividends.
    • Farmland remains a great asset to hold for investors with rising food values and increased world population.
  • Rewalk Robotics Has Patents And FDA Clearance To Lead Exoskeleton Growth Market
    Sun, Sep. 14 RWLK 6 Comments

    Summary

    • Rewalk shares overvalued after hot IPO start, provides upside to rival Ekso Bionics.
    • Rewalk has headstart with FDA approval for home use of its device.
    • Company has growth ahead with new plans for multiple sclerosis, cerebral palsy, and stroke.
  • On-Track Innovations Soars As Apple Trade, But There's More To Company Than iPhones
    Thu, Sep. 11 OTIV 17 Comments

    Summary

    • Apple Pay and NFC inclusion on new devices validates NFC technology and shift to cashless society.
    • On-Track Innovations owns key IP and patents related to NFC, which involves a current lawsuit against T-Mobile.
    • On-Track expects to have positive EBITDA in first quarter.
    • Expansion coming in key growth markets of parking, self service kiosks, and petroleum.
    • Demand for products continues to be high with several large orders reported already in 2014.
  • Discovery Communications Is Dominating Its Demographics, Time For It To Dominate Your Portfolio
    Thu, Sep. 11 DISCA 3 Comments

    Summary

    • Discovery Communications covers key demographics of men, women, kids, and African Americans.
    • The company's M&A activity has expanded international growth.
    • Increased equity in Eurosport will help international growth of a channel that is more widely seen than ESPN.
  • Baidu And Tencent Look Attractive With New E-Commerce Approach, Looming Alibaba IPO
    Fri, Sep. 5 BIDU, TCEHY 6 Comments

    Summary

    • Baidu, Wanda and Tencent form joint venture to take on Alibaba in E-commerce.
    • China's growing internet penetration and e-commerce suggest opportunities for multiple players.
    • Joint venture was formed by the three richest men in China.
  • Carrol's Restaurant Group A Possible Winner With Burger King Deal
    Fri, Sep. 5 TAST 7 Comments

    Summary

    • Carrol's is the largest Burger King franchisee in the world.
    • Tim Horton's merger and pending US expansion could lead to Carrol's becoming a franchisee.
    • Carrol's has right to first refusal on 2000 Burger King stores.
  • Norwegian Cruise Acquisition Of Prestige Makes Company Best Stock To Own In Sector
    Fri, Sep. 5 NCLH 3 Comments

    Summary

    • Deal marginally increases market share in passengers but brings total cruise revenue share to 11.6%.
    • Norwegian has 24 consecutive quarters of adjusted EBITDA growth, a trend that will continue now with the deal.
    • New ships to be delivered every year from 2015 to 2019.
    • Trades at cheaper price to earnings ratio than rivals Carnival and Royal Caribbean.
  • Buffalo Wild Wings' Long-Term Growth Plan Continues With Rusty Taco Investment
    Thu, Aug. 28 BWLD 5 Comments

    Summary

    • Rusty Taco investment diversifies the company into Tex Mex, a hot growth market for restaurants.
    • Buffalo Wild Wings maintains track to having 900 additional locations under emerging brands.
    • The company has big plans for international growth, and is only at 60% of the US goal for namesake brand units.
  • Starz Remains Undervalued; 'Outlander' Is Latest Show To Demonstrate Original Programming Transformation
    Mon, Aug. 25 STRZA 3 Comments

    Summary

    • "Outlander" viewership is strong. The show has been renewed for second season, and shows massive series opportunity.
    • Starz' transition to original programming continues, and the company has a strong library.
    • Shares trade with attractive price-to-earnings ratios on a current and forward basis.
  • Under Armour: New Focus On Basketball And Women To Boost Sales And Justify Valuation
    Sun, Aug. 24 UA 2 Comments

    Summary

    • Signing Kevin Durant would greatly increase current footwear share of 3% and basketball footwear share of 0.7%.
    • Global campaign aimed at women is boosting women's category, a market that could rival men's apparel at the company.
    • Second quarter was 17th consecutive quarter of revenue growth 20% or greater.
  • Sequential Brands Emerges As Strong Licensing Company Investors Should Consider
    Fri, Aug. 22 SQBG Comment!

    Summary

    • Acquisition of Galaxy Brands nearly doubles retail sales, puts company closer to three year goals.
    • Attractive business model with guaranteed royalty income and no inventory risk.
    • Relaunch and focus on William Rast and other brands should pay off by end of next year.
  • NTN Buzztime Continues BEOND Rollout And Will Reward Long-Term Shareholders
    Fri, Aug. 22 NTN 2 Comments

    Summary

    • NTN shares down on recent public offering have great entry point for investors.
    • Long-term growth intact with Buffalo Wild Wings national chainwide rollout.
    • New POS and video game updates offer additional revenue per user for NTN and restaurants.
  • DSW Shares On Sale With New Initiatives
    Fri, Aug. 22 DSW 1 Comment

    Summary

    • Shares down 35% on year, unjustly punished from poor first-quarter sales and guidance.
    • Strong dividend yield of 2.7%.
    • New smaller size stores in United States recognizes trend and should improve overall margins.
    • Acquisition in Canada provides entry of own brand while also controlling the dominant leader in the country.