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Jonathan Verenger  

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  • Virgin America: Dissecting The Credit Suisse Downgrade
    Thu, Mar. 19 VA 8 Comments

    Summary

    • After a 6.6% drop, VA trades significantly below peers' estimated earnings multiples.
    • Competition concerns could apply to just about any airline.
    • Recent traffic numbers don't suggest any deterioration whatsoever.
    • Customer satisfaction and loyalty at VA trumps its peer group.
  • TravelCenters Of America: Undervalued Play On Stronger U.S. Economy
    Tue, Feb. 3 TA 12 Comments

    Summary

    • Significant M&A Activity in Space.
    • Trading at 50% discount to peers.
    • Recent store expansion should yield significant earnings benefits by 2016.
    • Significant Exposure to Quick Service and Full Service Restaurants.
  • Guanwei Recycling: Valuation Looks Very Attractive
       • Nov. 26, 2013 GPRC 28 Comments
  • Are Investors Warming Up To Chinese Equities?
    Nov. 13, 2013 GPRC, ONP 3 Comments
  • Jiayuan.com: Compelling Long-Term Dividend Growth Stock
       • Oct. 15, 2013 DATE 4 Comments
  • First Marblehead: A Play On Improving Student Loan Market
       • Jul. 9, 2013 FMD 18 Comments
  • YRC Worldwide Has Gotten Ahead Of Itself
       • Jun. 26, 2013 YRCW 24 Comments
  • An Update On Rediff.com
    Jun. 9, 2013 REDF 11 Comments
  • Investors Should Not Ignore India
    May. 17, 2013 CTSH, IBN, MMYT 10 Comments
  • The Secular Bull Market Continues
    Editors' Pick • Apr. 28, 2013 IYT, SPY, DIA 51 Comments
  • An Update On Boyd Gaming
    Apr. 26, 2013 BYD 4 Comments
  • An Update On Nokia
    Apr. 25, 2013 NOK 39 Comments
  • An Update On YRC Worldwide
       • Apr. 23, 2013 YRCW 25 Comments
  • Steer Clear Of The BlackBerry Dog
    Apr. 11, 2013 BBRY 114 Comments
  • Recent Trends In Groupon Are Still Suspect
    Apr. 5, 2013 GRPN 1 Comment
  • This Bull Market Has Legs
    Apr. 4, 2013 FIG, GS, IYT 19 Comments
  • Boyd Gaming Will Continue To Outperform Zynga
    Mar. 27, 2013 BYD 4 Comments
  • Buy Nokia Hand Over Fist
    Mar. 26, 2013 NOK 100 Comments
  • Is BlackBerry A Buyout Candidate?
    Mar. 25, 2013 BBRY 38 Comments
  • Baidu Is A Buy, Dude
    Mar. 14, 2013 BIDU 71 Comments
  • Buy YRC Worldwide Based On Improving Fundamentals
    Editors' Pick • Mar. 12, 2013 YRCW 15 Comments
  • Yes, This Is A Secular Bull Market
    Mar. 8, 2013 SNE, BIDU, IRE 21 Comments
  • Nokia A Buy On Sum Of Parts Valuation
    Mar. 8, 2013 NOK 72 Comments
  • Steer Clear Of Qihoo And Its Questionable Management
    Mar. 8, 2013 QIHU 17 Comments
  • Buy Boyd Gaming Hand Over Fist
    Mar. 6, 2013 BYD 3 Comments
  • Groupon Special: Buy A $6 Stock For $4.20
    Feb. 28, 2013 GRPN 16 Comments
  • Boyd Gaming Looks Very Cheap
    Feb. 27, 2013 BYD 8 Comments
  • Ignore The Noise, Buy These Beaten Down Stocks
    Feb. 26, 2013 VG, YRCW, BYD 7 Comments
  • Stay Away From Coach For Now
    Feb. 26, 2013 COH 25 Comments
  • Buy Boyd Gaming Ahead Of Online Gambling Approval In New Jersey
    Feb. 25, 2013 BYD 12 Comments
  • Sorry Bears, We're In A Secular Bull Market
    Editors' Pick • Feb. 22, 2013 SPY 396 Comments
  • BlackBerry Shows No Signs Of A Turnaround
    Feb. 21, 2013 BBRY 143 Comments