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  • Waste Connections: Turning Trash Into Cash
       • Fri, Jan. 30 WCN Comment!

    Summary

    • Further acquisitions in Alabama and in North Dakota will provide additional building blocks to increase activity in E&P division, leading to further long-term margin expansion.
    • WCN could trade at $53 (+20% upside) within the next 12 months.
    • Trading multiples spreads (P/E and EV/EBITDA) between WCN and its main competitors WM and RSG will expand during the year given differing EPS growth prospects.
    • We expect the resumption of the share-repurchase program once WCN’s Net Debt / EBITDA ratio dips below the 2.3x-2.1x band (currently at 2.7x).
  • Why Cheap Energy Is Benefiting Hillenbrand
    Tue, Jan. 13 HI 1 Comment

    Summary

    • We expect a revaluation of the multiple as the order backlog increases throughout FY 2015.
    • With structural lower input prices, polyolefin industries are expanding capacity in the US and this will drive demand for Hillenbrand's Coperion products.
    • Batesville's revenues could increase once deaths in the US grow quicker than cremations.
    • The Company is currently undervalued by 15% to 18%.
  • 1994: Is It Bond Market Deja Vu All Over Again?
    Jun. 21, 2013 JNK, XRT, EMB 2 Comments
  • Allergan: Is It Still Overvalued?
    May. 6, 2013 AGN 2 Comments
  • Why I Sold Allergan
    Feb. 1, 2013 AGN 4 Comments
  • Hillenbrand: Trying To Avoid Death
    Jun. 21, 2012 HI Comment!
  • Teavana: The Next Starbucks?
    Nov. 20, 2011 SBUX 5 Comments
  • Priceline And Expedia Should Be Fearful Of Google's Travel Plans
    Nov. 15, 2011 GOOG 1 Comment
  • CF Industries: Here's A Beanstalk That's Going To Sprout
    Nov. 14, 2011 CF 3 Comments
  • Europe: Masters Of Kicking The Can Down The Road
    Nov. 2, 2011 5 Comments
  • Coach: Great Company But May Be Overly Expensive
    Oct. 31, 2011 COH Comment!
  • Q1 Review and Commentary and a Look Ahead for Markets
    Apr. 28, 2011 Comment!
  • Priceline Investment Review
    Apr. 27, 2011 PCLN 1 Comment
  • SVB Financial Is Worth Watching as It Rides the Technology Cycle
    Apr. 24, 2011 SIVB Comment!
  • Small but Growing: Church & Dwight Could Be the Next Procter & Gamble
    Mar. 31, 2011 CHD 15 Comments
  • Bank of America Under Suspicion by the Fed
    Mar. 25, 2011 BAC 16 Comments
  • Implications of AT&T and T-Mobile USA Merger
    Mar. 21, 2011 T, DTEGY, S 4 Comments
  • Improving Fundamentals, Robust Earnings Upside: Expecting Fluor to Outperform
    Mar. 21, 2011 FLR 4 Comments
  • Kellogg's Turnaround Opportunity
    Mar. 14, 2011 K Comment!
  • Becton, Dickinson & Co. Buy Opportunity
    Mar. 10, 2011 BDX, ABT, BAX 5 Comments
  • The Implications of Higher Oil Prices
    Mar. 4, 2011 USO, OIL, GCS 3 Comments
  • Amazon: King of the Cloud?
    Feb. 28, 2011 AMZN 10 Comments
  • Amazon vs. Netflix: The Battle for Content Has Begun
    Feb. 24, 2011 AMZN, NFLX 3 Comments
  • LogMeIn Update From Q4 Earnings Call
    Feb. 16, 2011 LOGM Comment!
  • Waste Connections: Finding Treasure in the Trash
    Feb. 11, 2011 WCN, WM, RSG 3 Comments
  • LogMeIn: How Investors Can Take Advantage of the Cloud
    Feb. 3, 2011 LOGM 2 Comments
  • The Latin American Prince of Beer
    Jan. 29, 2011 ABEV 6 Comments
  • What Happens if China Is Labeled a Currency Manipulator?
    Sep. 17, 2010 UDN, FXF, FXS 17 Comments
  • Market Uncertainty Is Holding Us Back
    Sep. 16, 2010 SPY, QQQ, DIA 1 Comment
  • Priceline.com: Fairly Valued?
    Sep. 13, 2010 PCLN, CTRP, EXPE Comment!
  • Netflix: Defying the Laws of Gravity
    Sep. 3, 2010 NFLX, OUTR, AMZN 37 Comments
  • Can Church & Dwight Take the Pressure on Margins and Sales?
    Sep. 1, 2010 AVP, EL, ACV Comment!