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Nicholas Kitonyi

 
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  • Sanofi: Recent Plunge Is A Buying Opportunity
    Tue, Nov. 18 SNY 22 Comments

    Summary

    • The end of an era for CEO Chris Viehbacher did not reflect well on the stock price.
    • Lantus' era of monopoly is too coming to an end. It is Sanofi's leading revenue generator.
    • The company's weak guidance added to the pressure on the stock price, but there were significant positives performance wise.
    • The company has some interesting activity going on in its product line-up as it prepares for an influx of Lantus generics in the near future.
    • With the recent plunge now could be an ideal time to take a keen look at the stock as it present a compelling opportunity for growth.
  • MannKind Is On The Mend
    Fri, Nov. 7 MNKD 78 Comments

    Summary

    • MannKind Corporation's Q3 results showed great improvement on the bottom line.
    • MannKind has continued to cut the net loss, which is crucial in its quest to profitability.
    • The company seems well prepared for the launch of Afrezza, which is tipped by analysts to top $700 million worth of sales by the year 2020.
  • LinkedIn Does It Again, But Watch Out For Freelance Sites
    Wed, Nov. 5 LNKD Comment!

    Summary

    • LinkedIn reported another strong quarter.
    • Shares responded in trademark fashion.
    • Freelance websites pose a threat to LinkedIn's ability to scale its business.
  • This Is Why I Fancy A Lightweight Agilent Technologies
    Tue, Oct. 7 A 1 Comment

    Summary

    • Agilent's spin-off of Keysight will lead to a significant decline in top line, which will reduce it to a lightweight company relative to its initial revenue potential.
    • Shares of Agilent Technologies have fallen since advancing following the announcement of FQ3 results and have since failed to recover significantly.
    • Agilent plans to resize its burgeoning debt of $2.22B by redeeming $500M of the outstanding $600M 6.5% Convertible Senior Subordinated Notes due 2017, thereby easing its leverage and loan interest.
    • The resizing of the company's debt will improve net margins and help channel more income to shareholders.
  • Tesla's China Exploits Well Structured And Timed To Perfection
    Sat, Sep. 13 TSLA 119 Comments

    Summary

    • Tesla Motors signed an agreement with China Unicom to set up 400 charging points and 20 supercharger stations in 120 cities in China.
    • Tesla's latest exploits are well structured and timing seems perfect as charging network comes into shape in China.
    • Tesla wants to top 100,000 EV sales by 2016, and 500,000 by year 2020, and China can now participate in supporting this goal.
  • Manchester United Has Sponsors To Thank For Ramp-Up In Top Line
    Wed, Sep. 10 MANU 3 Comments

    Summary

    • Manchester United announces record revenue for fiscal 2013/2014.
    • Commercial revenue key to growth as more sponsorship deals are booked.
    • Profits fall as expected, following last year's up-tick, which was boosted by one-time tax benefits.
  • Medtronic's Move To Acquire Covidien Is A Necessary Evil
    Mon, Jun. 16 MDT 14 Comments

    Summary

    • Medtronic nears Covidien deal, which should help improve on its effective tax rate.
    • The company will realize at least $740 million in tax savings, but this is not the only benefit.
    • The real benefit is long term, and includes expansion of product offering and widening of the addressable market.
  • CarCharging Group's Long-Term Risk/Reward Trade-Off Looks Interesting
    Fri, Jun. 13 CCGI 11 Comments

    Summary

    • CCGI has put in place the foundation that will help it capitalize on the expanding EV industry by making strategic acquisitions and forming key and exclusive partnerships with property owners.
    • CCGI is building highly customizable products, and is forming partnerships with leading brands in the power sector thereby widening its addressable market.
    • The EV industry has key catalysts that suggest growth is imminent, and hence CCGI could be set to profit from this growth.
    • CCGI has recently plunged to new lows making its long-term risk/reward trade-off pretty interesting.
  • Is Chesapeake Energy Overvalued?
    Tue, Jun. 3 CHK 20 Comments

    Summary

    • Chesapeake Energy's recent results looked nice, but looks could be deceiving, as asset sales played a huge role.
    • Utica project, which the company viewed as a potential game-changer in its growth prospects is showing signs of a likely disappointment.
    • Gas prices, which rallied 53% to boost the company's Q1 revenues could tumble in the coming quarters.
  • International Game Technology Senses Fortune As More States Embrace Online Gambling
    Wed, Feb. 5 IGT 25 Comments
  • What Future Does Online Gambling Hold For Investors?
    Tue, Jan. 28 LDBKY, PYGMF, WIMHF Comment!
  • Manchester United Has Been Overvalued Since Going Public In 2012: It Still Is
       • Sat, Jan. 11 MANU 8 Comments
  • ShoreTel Is Only Halfway Its Potential Uptrend
    Dec. 19, 2013 SHOR Comment!
  • AT&T's Sale Of Connecticut Wireline Assets Makes Sense
    Dec. 19, 2013 T 11 Comments
  • Mercury Systems Results Shaky, But Future Looks Solid
    Nov. 22, 2013 MRCY Comment!
  • New Products And Successful Company Changes Make Informatica Interesting
       • Oct. 31, 2013 INFA Comment!
  • Cellcom: A Substantial Upside With Nearly All Risks Priced In
       • Oct. 28, 2013 CEL 2 Comments
  • There Is Still Room To Outperform For Chesapeake Energy
    Oct. 26, 2013 CHK 13 Comments
  • GSI Group Still In Bargain Territory
       • Oct. 25, 2013 GSIG Comment!
  • There Is Still Value In ScanSource
       • Oct. 25, 2013 SCSC 4 Comments
  • There's Still Life Left In OfficeMax - Its Business Is Scalable
       • Oct. 11, 2013 OMX 1 Comment
  • A Fortunate Plunge And Promising Industry Trends Make Guidance Software Interesting
       • Oct. 10, 2013 GUID Comment!
  • There Is Still Time For Hewlett-Packard's New Found Lease On Life
    Oct. 9, 2013 HPQ Comment!
  • Google: Investing In Human Health Is Healthy
    Sep. 19, 2013 GOOG 3 Comments
  • Perry Ellis: At Least 30% Upside Potential At Minimal Risk
       • Sep. 5, 2013 PERY 2 Comments
  • Groupon Has Been A Surprise Gainer This Year, But Will The Rally Continue?
    Aug. 29, 2013 GRPN 6 Comments
  • A Few Reasons Why Yandex Could Get Better
    Aug. 26, 2013 YNDX 3 Comments
  • Does Apple Really Need The Aluminum Cover For Its iPhones?
    Aug. 23, 2013 AAPL 61 Comments
  • Is Chesapeake Energy's Rebound About To End?
    Aug. 21, 2013 CHK 11 Comments
  • LinkedIn Adds University Pages, But Is This Enough For The Long-term?
    Aug. 20, 2013 LNKD 7 Comments
  • Don't Be Fooled By Nuvilex's Rally... Stay Out
    Aug. 15, 2013 NVLX 41 Comments
  • Yahoo Is Gambling On The Right Mix Of Acquisitions
    May. 28, 2013 YHOO 6 Comments