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Clayton Rulli

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • Republic First Bancorp Inc.: 64% Growth Led By A Banking Legend
       • Wed, May. 14 FRBK 15 Comments

    Summary

    • Republic First Bancorp is all that's remaining of TD's acquisition of Commerce and has been floundering ever since the financial crisis.
    • Vernon Hill, a banking genius with a history of success, is backing FRBK with 10% ownership.
    • Vernon Hill's former team from Commerce Bank is leading expansion plans which seek to mirror Hill's proven philosophies used in prior successful ventures, Commerce Bank and UK's Metro Bank.
    • FRBK recently raised $45 M to fund a New Jersey expansion of about 9 stores, a strategy that will increase store count and thus deposit base by 64%.
  • SandRidge Energy: Hidden Value & Growth Are Underestimated
       • Tue, Apr. 22 SD 48 Comments

    Summary

    • SandRidge Energy may not be worth the entire farm, but there is plenty reason to be long.
    • New management has been and will continue to cut well costs, while increasing production at a 20%-25% CAGR through 2016.
    • SandRidge's proposed midstream spin-off is worth over $1 B to the MLP market, and could be a big catalyst to unlocking value.
  • New Jersey Resources: Cost Deferments And Rate Increases Offer Tailwinds For Growth
       • Aug. 9, 2013 NJR Comment!
  • Genesis Energy: Midstream MLP Will Continue Growing Distributions
       • Jul. 15, 2013 GEL 12 Comments