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Parker Logan  

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  • Nuance And The Rise Of Virtual Assistants
    Tue, Apr. 14 NUAN 5 Comments

    Summary

    • Cortana and Siri are coming to your PCs.
    • Intel's Partnership with Nuance is a win, win.
    • We expect Nuance's Consumer & Mobile segment to finally return to growth.
  • Nintendo: Donkey Kong And The Mobile Jungle
    Wed, Apr. 8 NTDOY 8 Comments

    Summary

    • Nintendo announces their entry into smart device gaming.
    • Barriers of entry have recently risen.
    • Peer comparison makes Nintendo cheap with a 35% upside.
  • Nuance's Price Tag: 50% Upside
    Oct. 22, 2014 NUAN 33 Comments

    Summary

    • Nuance is the industry leader in Voice-Recognition Technologies and a fast-growing Cloud Computing Company.
    • Recurring Revenue equates to 65% of all sales.
    • Private Market Value of $22.75 per share should be conservative price tag.
  • Nuance: It's All About The Debt Redemption Baby
    Aug. 13, 2014 NUAN 46 Comments

    Summary

    • Nuance’s $250 million 2027 Convertible Notes redemption is either a signal of an imminent buyout or a red herring.
    • Shareholders win in 2 of 3 possible motivations behind the debt redemption.
    • Stock could be worth over $23 or 40% upside in the next 6 months.
  • Family Dollar Bears Materializing - Follow Up
    Jul. 17, 2013 FDO 6 Comments
  • Gaming Disrupted, Nintendo Follow Up
    Jun. 6, 2013 NTDOY 32 Comments
  • Netflix: Extremely Overvalued Compared To Competitors
    May. 29, 2013 NFLX 4 Comments
  • You'd Best Buy Radio Shack
    Dec. 18, 2012 BBY, RSH 31 Comments
  • J.C. Penney: Time To Under-Promise And Over-Deliver
    Sep. 21, 2012 JCP 9 Comments
  • Family Dollar: Adapting, Evolving And Enhancing EPS
    Aug. 7, 2012 FDO Comment!
  • Nintendo's Hidden Competitive Advantage
    Apr. 13, 2012 NTDOY 4 Comments
  • Vera Bradley: Cannibalization Or Transformation?
    Mar. 28, 2012 VRA 3 Comments