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Yoga Pants: Why High-Growth Columbia Sportswear Should Be In Your Portfolio
- Acquisition of Prana diversifies business and helps company see more revenue in off season quarters.
- Prana gives Columbia Sportswear a possible second key brand.
- Columbia's strong international presence and retail channels can expand the Prana brand immediately.
Lions Gate Boosts Lineup With Power Rangers Franchise And America Documentary
- Divergent box office has sent shares down to attractive levels.
- The addition of Power Rangers adds to an impressive lineup of potential franchises.
- Controversial documentary could be a box office surprise and help boost revenue and profits.
Pepsi Should Buy Chobani Before It Faces Head-On Competition
- Pepsi continues to be undervalued with potential for food and beverage unit splits.
- Combination of Chobani and Muller Joint Venture would make Pepsi a key player in growing yogurt market.
- Chobani invading Pepsi's oatmeal dominance.
Prestige Brands Looks Like Good Investment After Acquisition Of Insight Pharmaceuticals
- Combination of two like minded companies creates huge OTC giant with leading position in feminine care.
- Acquisition gives Prestige Brands its first $100 million brand.
- Deal will improve gross margin by 300 basis points.
- International sales continue to increase with acquisition of Hydralyte.
Hillshire Brands Expands Into Gluten Free: Time To Buy This Great Company
- Acquisition of Van's Natural Foods brings gluten free foods to Hillshire Brands.
- Hillshire Brands seeing strong growth at Jimmy Dean.
- Operating Margins improving and bringing more money to the bottom line.
Rite Aid Still Offers Upside With Acquisitions And In-Store Plans
- Shares of Rite Aid are up 217% in a year.
- Acquisition of RediClinic brings growth to in-store sales and paves way for expansion into new states.
- Increasing same store sales and higher profit margins with branded products.
New Self Checkout And China Growth Among Reasons To Buy NCR Shares
- New self checkout could lead to strong backlog.
- Growth in China coming with localized partnership with Anmao.
- Shift to interactive banking ATMs increasing financial segment revenue.
Wal-Mart Puts Pressure On Whole Foods Market And Organic Food Companies
- Wal-Mart's focus on organic packaged foods will increase sales and put pressure on pricing in the industry.
- Whole Foods Market's dominant market position will face pressure and could hurt already lower same store sales growth.
- Hain Celestial will feel pricing pressure from Wal-Mart, one of its best customers.
- Timing of Wal-Mart's entry could hurt General Mills' key growth category.
Paccar's Peterbilt Unit In Spotlight With Partnerships And Increased Efficiency
- New Peterbilt Prototype Tractor Trailer with Wal-Mart could replace 6,000 existing trucks.
- Supertruck with Cummins has 9.9 miles per gallon in tests, could help boost truck industry and new regulations.
- Regulations and better efficiency creating a new upcoming bull market in semi-trucks.
- Growth in Brazil and room for market share increases will lead to international expansion.
Nigeria Is Now The Largest African Economy, A Look At Possible Investments
- Nigeria passed South Africa as largest GDP country in Africa.
- MTN Group gets majority of its revenue from Nigeria and serves 56.8 million subscribers in the country.
- The Global X Nigeria Index ETF offers best pure play investment in region with 70% of assets in Nigerian stocks.
Buffalo Wild Wings: Big Growth Ahead With International Expansion And New Concepts
- Strong goals of 1700 U.S. units, 400 international locations, and 900 additional brand units.
- Expansion of PizzaRev underway, and first of several possible additional brands in portfolio.
- New initiatives like tableside tablets and a dedicated television channel will keep guests in restaurants longer.
- Current franchise deals in place already for 45 international locations in five key countries.
Farmland Partners IPO Offers Investors Unique Opportunity To Own Farmland
- Unique vehicle of farmland and crop ownership for investors.
- Strong opportunity for acquisitions to power revenue and dividend payments.
- REIT status will require 90% of earnings to be paid out to shareholders.
- Several risks with dilution and relationships with executives.
GrubHub IPO Will Reward Long-Term Investors
- Full integration of Seamless and GrubHub merger creating strong market leader.
- Huge opportunity in highly fragmented market with current base of 600 U.S. cities.
- Potential for international expansion via acquisitions.
Avengers, Star Wars And New Disney Deal Will Power IMAX's Strong Lineup For 2014 And 2015
- IMAX signs deal with Disney that includes Avengers 2 and Star Wars VII.
- Both Avengers 2 and Star Wars VII should hit $100 million mark on IMAX.
- Strong 2014 and 2015 lineup powered by partnerships with Disney and Time Warner.
- Record backlog, including more than 200 theaters in China.
Constellation Brands: Corona On Draft Will Tap Profits
- Constellation Brands rolling out Corona Light draft beer nationally.
- Strong initial cross promotion of beer brands with wine & spirits brands.
- Full ownership of Crown Imports boosting sales and also operating margins.
- Current draft sales of 2% expected to hit 10% over time.
Invest In Restaurant Tablet Transformations With NTN Buzztime
- Buffalo Wild Wings rollout will triple number of restaurants with new BEOND platform.
- Potential for additional BEOND deals from companies like Hooters and TGI Fridays.
- Growing membership and loyalty rewards base of 4 million plus consumers.
- Pure play investment opportunity on hot restaurant technology.
Not 'Crushing' On King Digital Entertainment IPO
- Valuation is rich compared to social game and video game companies.
- Heavy reliance on Candy Crush Saga: 78% of bookings, 73% of daily active users.
- Fourth quarter bookings and daily users down on quarter-over-quarter basis.
Ann Inc. Should See Lift From Lou & Grey Expansion
- Expansion of Lou & Grey creates additional revenue opportunities.
- Strong same store sales growth continues at LOFT locations.
- Expansion into Mexico and Canada continues to be a catalyst for the company.
Lululemon Attempts Transformation From Yoga Apparel To Fast Fashion
- Lululemon launching new fast fashion brand &Go.
- Shares down nearly 50% from 52 week highs.
- Strong third quarter earnings.
Zoe's Kitchen IPO Gives Investors Ground Floor Opportunity On Fast Casual Sweet Spot
- Low market penetration with 111 locations and plans for 1600 restaurants.
- Similar strong restaurant IPOs from Potbelly and Noodles.
- Paying off debt with offering, which will help minimize net losses.
- Experienced management team with veteran restaurant experience and history of selling entire chains for maximum value.
Sinovac Biotech Is The One Chinese Company That Should Be In Your Portfolio
- Sinovac's hand, foot, and mouth vaccine demonstrated 100% effectiveness against hospitalization.
- Undervalued pipeline that takes on Pfizer and has huge targeted population numbers.
- Fourth quarter heavy in recognized revenue from existing deals.
Harris And Harris Group Trading At Sharp Discount With Upcoming Catalysts And New Found Strategy
- Shares of Harris and Harris are trading at a 28% discount to net asset value.
- Company has $133 million in assets and zero long term debt.
- March 19th earnings call should provide update on 2014 events which could include buybacks or dividends, or IPOs.
- Higher ownership stakes in portfolio companies will reward shareholders over next three years.
Limoneira Turns In Great First Quarter Earnings Call, Remains Undervalued
- Limoneira first quarter revenue increased 49%.
- Lemon sales set to double by fiscal 2015.
- Real estate holdings set to show shareholder value as East Area I could yield $150 million.
Follow Fast Retailing On Its Quest To Be The World's Largest Specialty Retailer By 2020
- Acquisition of J. Crew will give company strong base in United States.
- Strong expansion in United States and Greater China takes dependence away from Japan sales.
- Lofty but attainable sales goals through 2020 will provide steady growth for the next six years.
- New CEO of Uniqlo United States brings experienced leadership to help with expansion.
- Mattel Hits Home Run With Acquisition Of Mega Bloks Parent Company
- Ocean Rig Still Undervalued With Upcoming Returns Of Capital To Shareholders
- Follow Dreamworks Animation As It Becomes The Next Disney
- Ligand Pharmaceuticals: 2014 Run Not Done With Short And Long-Term Catalysts Coming
- Lions Gate Entertainment Third Quarter Earnings: 5 Key Takeaways
- Mattel Shares Worth A Look With 4% Yield And New 52-Week Lows
- JetBlue Shares Undervalued With New Business Initiatives And Live TV Subsidiary
- Teva Pharmaceutical Shares Ready To Break Out In 2014