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Kristian Kolding

 
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  • 3 High-Quality Stocks Likely To Rebound When Oil Stabilizes
    Mon, Dec. 22 CBI, CLB, SLB Comment!

    Summary

    • Declining oil prices have created several investment opportunities in the energy sector.
    • Three high-quality companies are highlighted.
    • The stock are likely to rebound when oil stabilizes.
  • Good Times Restaurants: A Compelling Growth Stock With Over 50% Upside
    Tue, Dec. 16 GTIM Comment!

    Summary

    • GTIM is on the verge of rapid growth that could double revenue within 24 months.
    • A newly acquired restaurant concept opens the door to the fastest-growing segment in the restaurant business.
    • Companies in the fast-casual segment often trade at a premium. This is not the case for GITM.
  • Update: Sony Q2 Earnings - Building On Positive Results From Q1
    Sun, Nov. 2 SNE Comment!

    Summary

    • Sony reported an increase in revenue of 7.2% (3.2% in constant currency (CC)) to ¥1,901B and a net income loss of ¥136B ($1.2B).
    • Mobile communications (MC) segment had a negative impact on overall results, while Games & Network Services (G&NS) continued its strong growth.
    • The company lowered its sales forecast in the MC segment by ¥10B, but continues to expect a net operating loss of ¥204B.
    • Sony continues to improve key segments, and I see no reason to change my turnaround thesis.
  • Fonar Corporation: Fundamentally Sound, But Still Risky
       • Thu, Oct. 30 FONR 5 Comments

    Summary

    • FONR is a difficult investment case, as the firm is financially sound, but still holds many risks that cannot be easily quantified.
    • Fiscal year 2014 was a excellent and FONR appears financially stronger than ever.
    • The annual statement revealed issues with internal accounting control measures.
  • Sony Revisited - Full Potential Not Reflected In Current Price
    Tue, Oct. 14 SNE 3 Comments

    Summary

    • Recent positive developments could serve as catalysts.
    • Sony remains committed to its new strategy.
    • The stock still holds plenty of potential.
  • Sony Impairment Charge Does Not Affect Turnaround Thesis
    Wed, Sep. 17 SNE 9 Comments

    Summary

    • Today, Sony announced a major impairment charge to goodwill in its Mobile Communications segment.
    • The impairment charge does not change my overall thesis of a successful turnaround in 2015.
    • The impairment charge was somewhat expected, but momentary weakness in Sony's stock price offers a buying opportunity.
  • Fonar Carries Substantial Risks And Provides No Upside For The Conservative Investor
    Sat, Aug. 16 FONR 13 Comments

    Summary

    • Fonar carries above-average risk due to internal and external factors. Growth could be threatened.
    • Fair value is calculated and a price range, in which the stock is attractive, is provided.
    • Current upside is limited, but volatility could provide a bargain.
  • Update: Sony Q1 Earnings Confirm Turnaround Thesis
    Thu, Jul. 31 SNE 11 Comments

    Summary

    • Sony reported a revenue increase of 5.8% to ¥1,809.9 billion ($17,920 million) and a net profit increase of nearly 800% to ¥26.8 billion ($265 million).
    • Profit from the mobile communications business disappointed, as the company cut its FY14 outlook by 11.1% to revenue of ¥1,360 billion and operating profit of 0.
    • The report confirms my original thesis which stated that Sony is on its way to achieve a successful turnaround.
  • Sony Is Reinventing Itself - A Turnaround For The Contrarian Investor
    Fri, Jul. 11 SNE 5 Comments

    Summary

    • Sony's restructuring efforts aim to reinvent the company by making it more nimble and innovative.
    • Key initiatives suggest the creation of a healthy business model that will make Sony competitive once again.
    • Sony is an investment for the contrarian who believes in the company's successful transformation.
    • The stock is currently trading at an attractive price and has a 25% discount to book value.
  • 3 Major Catalysts For Apple In 2014
    Thu, Jan. 16 AAPL 54 Comments