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DAG1996

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  • Raymond James Financial: Is Buy Time Over?
     • Yesterday, 10:25 AM RJF 1 Comment

    Summary

    • Industry trends helping to grow RJF record Assets Under Administration.
    • RJF strategic acquisitions expand reach and bring multiple synergies.
    • Secular trends imply financial services industry long-term growth.
    • RJF industry accolades lead to increasing awareness, thus business.
    • RJF leadership is exceptional, conservative and aligned with investors.
  • Standex International: Target Met And Raised
     • Fri, Jun. 27 SXI, MTW 1 Comment

    Summary

    • Successful restructuring via consolidated operations and acquisitions.
    • Economic-recovery environment presents opportunities for industrials.
    • The new leadership is building upon the momentum from the recovery.
    • Low analyst coverage and investor awareness overlooks recent growth.
  • Pfizer: Pfine With Or Without AstraZeneca
    Mon, Jun. 23 AZN, PFE 34 Comments

    Summary

    • PFE is below its 200-day SMA for only the third time in five years.
    • PFE has a very expansive product portfolio and a growing pipeline.
    • Secular trends imply growth potential for the pharmaceutical industry.
    • PFE has the resources to build on its scale advantages and unlock value.
    • Shareholder-friendly capital allocation makes PFE a strong safety stock.
  • Trinity Industries: Triple, Stock Split, Now What?
     • Thu, Jun. 19 TRN 17 Comments

    Summary

    • The stock split is not bad for investors and may ultimately be beneficial.
    • The underlying growth drivers for TRN currently remain very strong.
    • Business model and strong leadership imply continued growth potential.
    • Conservative valuations indicate additional share price upside remains.
  • HealthSouth: The Future Is Getting Brighter
       • Wed, Apr. 9 CVS, SCAI, HLS 2 Comments

    Summary

    • The market is only slowly accepting HLS after old CEO’s indiscretions.
    • Medicare uncertainty is deterring investors, but perhaps should not.
    • The aging population secular growth story may not be fully priced in.
    • Dividend initiation could foretell newfound shareholder friendliness.
  • Compressco Partners: Income And Growth Mix
       • Sat, Apr. 5 TTI, GSJK 4 Comments

    Summary

    • The high yield makes GSJK an interesting potential income holding.
    • The niche market business with secular growth adds a layer of value.
    • The undervaluation has corrected, but worth watching for buyable dips.
  • Anacor Pharmaceuticals: A Rally Forthcoming?
       • Tue, Apr. 1 ANAC 5 Comments

    Summary

    • The retrace of recent weeks seems an overreaction to the CEO change.
    • The stock should rally strongly again well before the Kerydin FDA ruling.
    • Investors who hold assume failure risk, but have more return potential.
  • Blackstone: A Black Box... Holding A Diamond
    Editors' Pick • Wed, Mar. 26 BXMT, BX, BMET 58 Comments

    Summary

    • Undervaluation relative to all peers may indicate another 34% upside.
    • Private-Equity firms can thrive in an economic rebound environment.
    • Financial stock investing is investing in strong leadership, which BX has.
    • High-yield distribution helps mitigate the risk inherent to private equity.
  • Valero Energy: Reinvesting In Future Growth
    Editors' Pick • Fri, Mar. 21 CST, VLP, VLO 19 Comments

    Summary

    • Sheer scale and refinery locations provide competitive advantages.
    • Aggressive expansion projects should drive long-term growth.
    • Leadership transition should not impact company prospects.
  • InterContinental Hotels Group: 2013 Earnings
       • Mon, Feb. 24 CHH, HOT, MAR 2 Comments
  • Cott Corporation: Turnaround Story Plot Thickens
       • Thu, Feb. 20 COT 10 Comments
  • Aceto Corporation: 2014Q2 Earnings Review
       • Mon, Feb. 17 SIAL, ACET 13 Comments
  • Mueller Water Products: 2014Q1 Earnings Review
       • Mon, Feb. 10 MWA 15 Comments
  • Corrections Come, Corrections Go
    Wed, Feb. 5 ACET, ANAC, IHG 24 Comments
  • Raymond James Financial: Under-The-Radar Growth
       • Wed, Jan. 29 RJF 30 Comments
  • General Electric: 2013 Q4/FY Earnings Review
    Thu, Jan. 23 GE 26 Comments
  • Consolidated Water Update: Know What You Own
       • Fri, Jan. 17 CWCO 57 Comments
  • CECO Environmental Update: The Story Remains Intact
       • Tue, Jan. 14 CECE 13 Comments
  • Manitowoc Update: Targets Achieved, More To Go
       • Fri, Jan. 10 MTW 11 Comments
  • 2013 Performance And 2014 Updates
    Thu, Jan. 9 ACET, ANAC, BX 46 Comments
  • Standex International: Long-Term Industrial Growth
       • Fri, Jan. 3 SXI 6 Comments
  • ConAgra: Q2 Earnings Could Mark The Turn
    Editors' Pick • Dec. 23, 2013 RAH, CAG 24 Comments
  • Perficient: Healthcare & Financial Technology
       • Dec. 20, 2013 PRFT 5 Comments
  • Anacor Pharmaceuticals: The Run Can Continue
       • Dec. 12, 2013 VRX, ANAC 14 Comments
  • Kroger: The Earnings Dip Is A Buy Opportunity
    Editors' Pick • Dec. 8, 2013 HTSI, KR 53 Comments
  • InterContinental Hotels Group: Overlooked To Overbooked
       • Nov. 26, 2013 IHG 30 Comments
  • Mueller Water Products: Water Infrastructure Technology
       • Nov. 14, 2013 MWA 85 Comments
  • Gentlemen, Start Your Buy Lists (Ladies Too) 2
    Nov. 5, 2013 ACET, CECE, CWCO 25 Comments
  • Large-Cap And Mid-Cap Values Remain, Part 2
    Oct. 18, 2013 GE, KR, TRN 42 Comments
  • Consolidated Water: Liberate Our Water
       • Oct. 16, 2013 CWCO 105 Comments
  • There Are Still Large-Cap Values Left, Part 1
    Oct. 14, 2013 BX, HAL, PFE 26 Comments
  • Gentlemen, Start Your Buy Lists (Ladies Too)
    Oct. 11, 2013 DIA, SPY 25 Comments