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Chris Katje

 
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  • Yum Brands Needs Taco Bell's Strength To Outshine China Food Worries
    Tue, Aug. 19 YUM 1 Comment

    Summary

    • Food safety issues will hit China division sales.
    • Taco Bell continues to market well against rivals and expand menu offerings.
    • Taco Bell same store sales among best for company.
    • Strength at Taco Bell leading to increased franchising power of brand.
  • Bagger Dave's Is Still Appealing With Growing Original Concept And Strong Buffalo Wild Wings Franchise Cash Flow
    Sun, Aug. 17 BAGR 3 Comments

    Summary

    • Acquisition of 3 Florida Buffalo Wild Wings boosts full-year guidance.
    • Company expects 103 to 113 restaurants by end of 2017, versus 60 today.
    • Shares trade at 0.9 times fiscal 2014 sales, versus 1.8 for Buffalo Wild Wings.
  • SFX Entertainment Reports Stellar Second Quarter, Remains Undervalued
    Sun, Aug. 17 SFXE 15 Comments

    Summary

    • Revenue up more than 200% in first six months of year.
    • Shares down 40% from IPO price in October.
    • Rising sponsorship revenue from major clients like MasterCard and T-Mobile.
    • Attendance at major festivals continues to rapidly increase.
    • 2015 shaping up to be robust year with festival expansion to new territories.
  • GSV Capital Remains Undervalued With Shares At 50% Of NAV And Upcoming Catalysts
    Tue, Aug. 12 GSVC 13 Comments

    Summary

    • Shares of GSV trade for less than 51% of net asset value.
    • Large stake in Twitter continues to increase in value and offers a cheap way to invest in the social media company.
    • Upcoming IPOs could boost valuation and interest in the boring pre-IPO investment company.
  • Revolution Lighting Upside Still Stands With Expansive Backlog And Increased Revenue
    Tue, Aug. 12 RVLT 5 Comments

    Summary

    • Revolution Lighting matches raised guidance for second quarter.
    • Acquisition of Value Lighting continues to offer growth for the company going forward.
    • Upcoming catalysts with Ganga Hospitality and Staples will power third and fourth quarter.
    • Strong backlog could add $150 million in potential revenue.
  • Gamestop: 5 Key Reasons To Get Behind This Retail Brand
    Mon, Aug. 11 GME Comment!

    Summary

    • Digital and mobile sales continue to offer strong growth and opportunity to fight retail declines.
    • Gamestop expanding other growth retail brands that offer diversification and a shift away from video games.
    • Shares trade at less than 10 times expected fiscal 2015 earnings per share.
    • Strong and growing 3.3% dividend yield, with $400 million in planned buybacks coming as well.
  • Microvision Continues Path To Profitability With Production And Delivery Coming Soon
    Mon, Aug. 11 MVIS 2 Comments

    Summary

    • Deal with Sony enters pivotal delivery stage and remains on track for 2014 launch.
    • Partnership with UPS could be behind company's Memphis facility upgrade.
    • New smartphone customer providing revenue earlier than expected for fiscal 2015.
    • Shares down 43% from 52 week highs.
  • Astronics Reports Huge Second Quarter, Remains Undervalued
    Thu, Aug. 7 ATRO Comment!

    Summary

    • Second-quarter revenue up 146% due to acquisitions, but organic growth also saw double digits.
    • Earnings per share hit by inventory write ups.
    • Company remains well positioned to capture aerospace boom.
  • Taser Shares Undervalued With Double-Digit Growth And Strong Camera Adoption
    Wed, Aug. 6 TASR 16 Comments

    Summary

    • Shares of Taser down 26% in 2014 and down over 40% from 52-week highs.
    • Strong adoption of AXON cameras continues to boost backlog and recurring revenue.
    • International sales ready to heat up with new markets and a new office.
  • Pinnacle Entertainment: Win With A Casino For Once With This REIT Play
    Wed, Aug. 6 PNK 1 Comment

    Summary

    • Shares of Pinnacle Entertainment Undervalued if a REIT is spun out.
    • Pressure from Orange Capital will likely lead to REIT.
    • Penn National shareholders saw gains of 56% from the REIT announcement to present time.
  • Sony's Video Game Division Proves Upside And Will Boost Future Pictures Revenue
    Fri, Aug. 1 SNE 2 Comments

    Summary

    • Shares down 18% in the last year.
    • Majority of business segments seeing growth and improving operating margins.
    • Addition of "Uncharted" and "The Last of Us" to movies helps boost strong pipeline.
  • Sega Sammy Holdings: How Sonic, Alien And Casinos Will Boost This $5 Stock
    Thu, Jul. 31 SGAMY Comment!

    Summary

    • Strong video game lineup with Alien Isolation and Sonic Boom.
    • Top line sales expected to increase 19% with consumer segment leading the way.
    • Japan casino legislation a short- and long-term catalyst with Sega a major winner several possible ways.
    • Shares trading down over 20% in 2014 offer substantial upside at this price.
  • Revolution Lighting Technologies Shares Offer Upside With New Distribution Deals
       • Thu, Jul. 24 RVLT 8 Comments

    Summary

    • Company recently raised second quarter and full year guidance.
    • New acquisitions and backlogs adding to fiscal year total revenue.
    • New deal with Ganga Hospitality gives access to 12,000 potential customers.
    • Launch with Staples.com in August is near term catalyst and gives Revolution another entry point to small businesses.
  • Time For Time Warner To Get Defensive
    Mon, Jul. 21 TWX 1 Comment

    Summary

    • Time Warner needs to make its own acquisition to fend off Twenty First Century Fox.
    • CBS offers immediate synergies, including some that aren't being talked about.
    • AMC offers a small acquisition that Time Warner could greatly improve, with increased carrier rates.
    • Time Warner has exciting road with monetization of DC Comics brand.
  • Gladstone Land Worth A Look With Shares Trading Below Net Asset Value
    Fri, Jul. 18 LAND 7 Comments

    Summary

    • Gladstone shares trading 15% below net asset value.
    • Shares are down 25% in 2014.
    • Three new acquisitions show strength of portfolio and will lead to increased rents.
    • Recent renewals are strong and adding to revenue.
  • Under Armour's Rumored Work With Samsung Strengthens MapMyFitness Acquisition
    Thu, Jul. 17 UA Comment!

    Summary

    • Under Armour and Samsung would form strong duo against Nike and Apple.
    • Under Armour paid $150 million for MapMyFitness, a brand that could do extremely well in wearables.
    • Footwear and accessories continue to provide strong growth for Under Armour.
  • Insure Your Pets And Your Portfolio With Trupanion IPO
    Wed, Jul. 16 TRUP 9 Comments

    Summary

    • Trupanion is increasing market share and growing key financial metrics like revenue and the number of pets insured.
    • Less than 1% of pets are insured in the United States and Canada, representing a huge growth opportunity for Trupanion.
    • The company's territory managers have a chance to increase veterinarian awareness and recommendation of product.
  • Covanta: Turning Trash Into Cash For Shareholders
    Wed, Jul. 9 CVA 4 Comments

    Summary

    • Rising dividend now represents 5% yield.
    • Several upcoming catalysts through new and renewed deals.
    • Strong contracted revenue provides safety.
  • Starz Continues To Look Strong Long Term With Original Programming And 'American Gods' Announcement
    Tue, Jul. 8 STRZA 5 Comments

    Summary

    • Addition of "American Gods" continues CEO's path to 75 to 85 annual hours of original programming.
    • Continued strength in international deals.
    • Shift of focus to also appealing to women providing strong numbers, will help upcoming lineup.
    • Several shows renewed after posting strong ratings.
  • American Science & Engineering Has Game Changer With Handheld X-Ray Gun
       • Mon, Jul. 7 ASEI 2 Comments

    Summary

    • World's first handheld x-ray scanner offers huge opportunity for American Science & Engineering.
    • Minimal training needed for device, making sales to international customers easier.
    • Strong 2014 orders and backlog.
    • Shares unchanged in 2014.
  • Bona Film Group Continues To Be Best Way To Invest In China's Growing Box Office
    Fri, Jun. 27 BONA Comment!

    Summary

    • Strong upcoming film lineup.
    • Investments from Fox, Fosun, and Sequoia Capital.
    • Increasing theater count, which will boost overall margins and capitalizes on huge growing Chinese market.
    • Could see positive coverage with upcoming IPO of China Film Group.
  • MusclePharm: 5 Reasons Why Shares Remain Undervalued For Long-Term Investors
    Fri, Jun. 27 MSLP 24 Comments

    Summary

    • New Deal with Tiger Woods could Accelerate Launch of Dropz energy drink brand.
    • FitMiss continues to see retail expansion and gains valuable endorsee in Jen Setler.
    • Company trades at less than 1x sales and 11x expected forward earnings per share.
  • Dreamworks Animation: Felix The Cat, Santa, Netflix, And China All Upcoming Catalysts
    Tue, Jun. 24 DWA 3 Comments

    Summary

    • How to Train Your Dragon performing well overseas, market has overreacted to number two debut weekend.
    • Strong television revenue and slate of upcoming Netflix shows.
    • New details from China joint venture show potential live action films.
  • Univision's Strong World Cup And Potential Sale To Provide Boost For Grupo Televisa
    Tue, Jun. 17 TV 3 Comments

    Summary

    • Grupo Televisa owns 38% of Univision.
    • New regulation worries overblown with growth of television market in Mexico and growing Hispanic population in United States.
    • World Cup viewership boosting valuation of Univision and provides great bartering room in bidding war.
  • OraSure Technologies: HCV Opportunity Huge, Enhances 4 Key Drivers For 2014 And 2015
    Fri, Jun. 13 OSUR 5 Comments

    Summary

    • OraQuick HCV only FDA-approved test.
    • New legislation for baby boomer testing in New York serves as a major catalyst and sets up benefits from other states following lead.
    • At-home HIV test remains a game changer and offers market opportunity of over $500 million.
  • 2014 World Cup Investing By Country: Europe
    Thu, Jun. 12 ADDYY, BSAC, BSBR 1 Comment

    Summary

    • Coca-Cola HBC is second largest bottler of Coca-Cola branded beverages in the world.
    • Puma and Adidas both well represented at 2014 World Cup by players and countries.
    • National Bank of Greece and Santander are two banks that were hit hard by the European financial crisis.
  • 2014 World Cup Investing By Country: Africa/Asia
    Thu, Jun. 12 BHP, DXJT, DXKW 1 Comment

    Summary

    • MTN Group is the largest African telecommunications company and offers great growth with growing mobile penetration.
    • Nigeria is now the largest GDP country in Africa, offering several opportunities.
    • Shoprite has exposure to several key growth markets.
  • 2014 World Cup Investing By Country: South America
    Thu, Jun. 12 ARCO, ARGT, AVH 7 Comments

    Summary

    • Brazil companies will get a boost from the 2014 World Cup.
    • Arcos Dorados has over 800 McDonald's in Brazil and could be one of the biggest beneficiaries of the World Cup.
    • Avianca Holdings and LATAM Airlines both offer exposure to growing aircraft, flights, and infrastructure in South America.
  • 2014 World Cup Investing By Country: North America, Central America, Caribbean
    Wed, Jun. 11 EWW, FMX, KOF Comment!

    Summary

    • PriceSmart offers great exposure to Caribbean area and operates similar to Costco.
    • Manchester United will have huge sponsorship deals in 2014 from Nike and GM.
    • Fomento remains a great pick for a thriving Mexican convenience and beverage market.
  • Microvision Shares Too Cheap To Ignore With Upcoming 2014 And 2015 Production And Delivery
       • Mon, Jun. 9 MVIS 5 Comments

    Summary

    • New partnership with major global consumer brand strengthens validity of technology.
    • Ramping up production on announced deal with Sony.
    • Mine of technology and patents in growing field of projectors.
    • Delivery to UPS of projectors in third quarter, could quickly lead to additional deals with major global company.
    • Delivery of prototype to major global automobile supplier in quarter 2.
  • Could Theme Parks And Video Games Provide A Lift For Lions Gate Entertainment?
    Wed, Jun. 4 LGF 6 Comments

    Summary

    • Lions Gate Entertainment has strong assets that could see demand as theme park rides and attractions.
    • Lions Gate partners with Kabam, which has had success with games based on movies before.
    • Shares are down 30% from 52-week highs and offer good buying point.
  • Pizza Inn Holdings Looks Tasty With Growth Of Fast Casual Pie Five Brand
    Tue, Jun. 3 PZZI 2 Comments

    Summary

    • Pie Five brand offers great growth in hot fast casual pizza market.
    • 170 units signed to franchise agreements.
    • Pie Five will double its store count by the end of 2014.
    • Franchise revenue and increased unit sales at Pie Five locations padding top line sales for Pizza Inn Holdings going forward.