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Geoffrey Rocca

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View Geoffrey Rocca's Articles BY TICKER:

HollyFrontier: Enormous Free Cash Flow Yields Make A Compelling Opportunity
on Tue, Jun 18 • HEP, HFC • 7 Comments
CF Industries Is An Attractively Priced Fertilizer Company With Strong Margins
on Wed, Nov 28, 2012 • CF • 1 Comment
Owens-Illinois: A Leading Glass Company At A Very Good Price
on Sun, Jul 22, 2012 • OI • 4 Comments
Capstead Mortgage 4th Quarter 2011 Conference Call Transcript
on Wed, Feb 8, 2012 • CMO • Comment!
Lexmark: Strong Free Cash Flow Being Returned To Shareholders
on Fri, Jan 13, 2012 • LXK • 7 Comments
DST Systems: Hidden Portfolio Assets Make A Compelling Opportunity
on Mon, Aug 29, 2011 • STT, EEFT, DST • 12 Comments
CSG Systems Underpriced and Attractive
on Fri, Jul 29, 2011 • CSGS • 6 Comments
Best Buy: Great Cash Flow, Solid Earnings, Inexplicably Low Valuation
on Wed, Jun 15, 2011 • BBY • 20 Comments
Cal-Maine Foods: Profit Opportunity in the Egg Business
on Mon, May 23, 2011 • CALM • 6 Comments
Revlon: Positive Operating Trends and a Low Valuation
on Fri, Apr 29, 2011 • REV • Comment!
Consolidated Communications: A Strong Candidate for Dividend Investors
on Mon, Apr 18, 2011 • CNSL • 7 Comments
Domtar: A Well-Positioned Paper Company With Strong Cash Flows
on Thu, Apr 7, 2011 • UFS, WY • 1 Comment
Dell: Boring Company, Exciting Numbers
on Mon, Mar 21, 2011 • DELL • 5 Comments
United Online: Strong Free Cash Flow Makes for an Attractive Valuation
on Wed, Mar 2, 2011 • UNTD • 3 Comments
R.R. Donnelly: Strong Free Cash Flow, Attractive Valuation
on Tue, Feb 22, 2011 • RRD • 6 Comments
Cisco: Looking Beyond Results From a Single Quarter
on Thu, Feb 10, 2011 • CSCO • 6 Comments
Belo Corp.: Television Stock Stabilizing at an Attractive Price
on Tue, Feb 1, 2011 • BLC • 1 Comment
Where's the Money? The Short Case for NetSuite
on Wed, Nov 24, 2010 • N • 1 Comment
Treasury Earns 4% a Year on TARP Investments: I'm Not Impressed
on Thu, Oct 21, 2010 • SPY, CIT, GS • Comment!
SBA Communications: Too Much Debt, Not Enough Growth
on Mon, Oct 4, 2010 • SBAC • 1 Comment
Red Hat Priced Like It's 1999: Expect a Hangover Like 2001
on Tue, Sep 28, 2010 • RHT • 3 Comments
Concur Technology Can't Sustain Its Valuation
on Mon, Sep 20, 2010 • CNQR • Comment!
Stone Energy: Don't Expect a Post-BP Rebound
on Tue, Sep 14, 2010 • SGY • 14 Comments
Entercom Still Undervalued Despite Recent Run-Up
on Mon, Sep 6, 2010 • ETM • 9 Comments
Good News: Expiration of Bush Tax Cuts Won't Kill Recovery
on Mon, Sep 6, 2010 • DIA, SPY, QQQ • 34 Comments
United Online Needs Some Traction
on Thu, Sep 2, 2010 • UNTD • 2 Comments
Western Refining's Bonds: Worth the Risk
on Tue, Aug 31, 2010 • WNR • 3 Comments