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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, BABY, BAGR, BBC, BBP, BDBD, BDCV, BEAM, BERY, BF.B, BFAM, BGS, BIDU, BJRI, BKS, 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, GRUB, GSVC, HA, HABT, HACK, HAIN, HAR, HAS, HBAN, HBI, HD, HE, HMRZF, HNNMY, 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, MTW, MUR, MVIS, MW, NAFC, NASH, NBR, NCLH, NCMI, NCR, NDLS, NKE, NOK, NOW, NTDOY, NTES, NTN, NTRI, NUAN, NWL, NWS, NWSA, OA, OAK, ONXX, ORAN, ORIG, OSTK, OSUR, OTIV, OUTR, PBH, PBPB, PBT, PCAR, PEP, PF, PFE, PG, PGR, PLAY, PNK, POST, PSRT, PSUN, PVH, PWRD, QSR, RAD, RAVE, RAVN, RCI, RCL, REV, ROL, RRGB, RSH, RST, RVLT, RWLK, SALE, SAM, SATS, SBUX, SC, SCI, SCS, SCTY, SDRL, SEAS, SFXE, SGAMY, SGMS, SHLO, 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, VNM, VRA, WDAY, WHR, WMT, WPG, WTW, WWAV, WWW, XOOM, XRAY, YELP, YHOO, YUM, YY, ZNGA, ZOES, ZTS
  • 2 Toy Companies Under $10 With Bright Christmas Prospects
    Sep. 24, 2014 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
    Sep. 23, 2014 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
    Sep. 22, 2014 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
    Sep. 19, 2014 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
    Sep. 17, 2014 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
    Sep. 17, 2014 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
    Sep. 16, 2014 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
    Sep. 14, 2014 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
    Sep. 11, 2014 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
    Sep. 11, 2014 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
    Sep. 5, 2014 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
    Sep. 5, 2014 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
    Sep. 5, 2014 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
    Aug. 28, 2014 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
    Aug. 25, 2014 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
    Aug. 24, 2014 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
    Aug. 22, 2014 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
    Aug. 22, 2014 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
    Aug. 22, 2014 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.
  • Yum Brands Needs Taco Bell's Strength To Outshine China Food Worries
    Aug. 19, 2014 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
    Aug. 17, 2014 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
    Aug. 17, 2014 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
    Aug. 12, 2014 GSVC 14 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
    Aug. 12, 2014 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
    Aug. 11, 2014 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
    Aug. 11, 2014 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
    Aug. 7, 2014 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
    Aug. 6, 2014 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
    Aug. 6, 2014 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
    Aug. 1, 2014 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
    Jul. 31, 2014 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
       • Jul. 24, 2014 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.