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3 High-Quality Stocks Likely To Rebound When Oil Stabilizes
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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.
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