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Dan Rosenblum

 
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  • Atlas Energy: A Mispriced Equity That Is A Unique Value Play
       • Dec. 11, 2014 ATLS 70 Comments

    Summary

    • Atlas is selling its midstream subsidiary APL which leaves a stub valued at under $2.40 at current prices.
    • The ATLS stub will have a dividend of at least $1.25 per share an over 50% yield on the current stub price.
    • The remaining assets including stakes in ARP & ARCX with GP rights and natural gas production are worth at least $8.
    • Management did this once before with spectacular results.
  • New Source Energy Partners 23% Yield With Coverage To Spare
    Dec. 3, 2014 NSLP 11 Comments

    Summary

    • NSLP Shares are down 60% despite a recent record quarter.
    • The company's move into oil and gas services makes them less susceptible to daily commodity fluctuations.
    • Their production division is well hedged next year.
  • Memorial Production Partners A Stock Yielding 18% With Little Commodity Risk
    Dec. 2, 2014 MEMP 42 Comments

    Summary

    • MEMP is down over 40% over the last month but the dividend is safe as over 90% of the company's oil production is hedged for the next 4 years.
    • Production is evenly split between liquids and natural gas.
    • The company has over $1 billion remaining on their credit line to buy assets from possible desperate sellers as the oil market tightens.
    • Insiders were buying at much higher prices.
  • Arista Networks: The Next Big Growth Stock
    Jun. 9, 2014 ANET 11 Comments

    Summary

    • ANET went public on Friday and despite the warm reception, may actually be cheap. The company has been profitable for 4 years with average annual growth of 71%.
    • Cloud computing is the fastest growing segment of the tech universe and Arista has the switches to meet the demand.
    • The software allows for seamless integration for other software providers and constant monitoring of each individual switch.
  • Francesca Holdings - The Best Idea In Retail At A Discount
    Sep. 10, 2012 FRAN 16 Comments
  • Sandridge Permian Trust: My Favorite Dividend Play
    Mar. 27, 2012 PER 24 Comments
  • Magnum Hunter: Small Driller With Huge Potential, Hidden Assets
    Sep. 20, 2011 MHR 10 Comments
  • SuperMedia: Still Undervalued, Superior to Dex One
    Feb. 3, 2010 DXM 14 Comments
  • SuperMedia: Unparalleled Value and Unique Turnaround Play in One
    Jan. 19, 2010 DXM 10 Comments
  • Expect Targacept to Move Higher
    Oct. 21, 2009 TRGT Comment!
  • Why Sales Estimates for Dendreon's Provenge Are Too Low
    May. 18, 2009 DNDN 17 Comments
  • ASCO: Whose Presentations Look the Most Promising?
    May. 27, 2008 IMCL, REGN, OSIP 2 Comments
  • AMAG Pharma: What's Taking the FDA So Long?
    Apr. 17, 2008 AMAG 1 Comment
  • Insider Buying in Biotech Land
    Apr. 1, 2008 RIGL, OMRI, PGNX 1 Comment
  • Nanosphere Will be a Big Winner
    Mar. 20, 2008 NSPH 9 Comments