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PRO articles cover stocks that fly under most investors' radar screens.
  • Rocket Fuel: Better To Buy Than Sell
       • Thu, Aug. 7 FUEL 11 Comments

    Summary

    • FUEL dropped 25% after hours as investors worried about guidance, but this is an overreaction.
    • The second quarter was actually a beat thanks to mobile growth and strong gross margins, which suggests solid pricing power.
    • Still, guidance was weak, but growth is still 65%, and some growth is being pushed back not lost due to tighter ad budgets.
    • At 1.7x sales, FUEL is not ridiculously valued, and shares are more likely to rally than fall from here.
  • Consider Buying Rocket Fuel
       • Sat, May. 10 FUEL 15 Comments

    Summary

    • Rocket Fuel shares fell 25% Thursday afternoon as the company offered very disappointing second quarter guidance.
    • Second-quarter growth will decelerate to about 65% from 95% in the first quarter and 137% last year as customers spend less with Rocket Fuel amid tough competition.
    • Still, shares are trading less than 2x sales, so the bad news is fully priced into shares.
    • The major downside risk is the entrance of a large tech company into the space, though there is the possibility a larger firm simply buys Rocket Fuel.
    • Given this context and the low valuation, the money has been made on the short side, and going long is the better trade from here.
  • Take Profits In Jack In The Box
       • Nov. 21, 2013 JACK 2 Comments
  • Cinemark Has Further Upside
       • Nov. 13, 2013 CNK Comment!
  • Wendy's Tranformation Is Very Bullish
       • Nov. 12, 2013 WEN 3 Comments
  • Monster Worldwide: A Business In Decline
       • Nov. 10, 2013 MWW 11 Comments
  • First Niagara Is Worth Considering
       • Nov. 5, 2013 FNFG 3 Comments
  • InterActive Is Slowing Down
       • Oct. 30, 2013 IACI 4 Comments
  • Boyd Gaming: Bet Against The House
       • Oct. 28, 2013 BYD 12 Comments
  • The Synaptics Drop Is A Buying Opportunity
       • Oct. 25, 2013 SYNA 6 Comments
  • MGIC Remains A Compelling Value
       • Oct. 24, 2013 MTG 8 Comments
  • Cablevision Is In Decline
       • Oct. 23, 2013 CVC 2 Comments
  • Ryder Is A Good Value
       • Oct. 15, 2013 R 1 Comment
  • DreamWorks Animation Is A Nightmare
       • Oct. 14, 2013 DWA 7 Comments
  • Regal Theaters Is A Blockbuster
       • Oct. 13, 2013 RGC Comment!
  • Provident Bank Is Undervalued
       • Oct. 13, 2013 PFS Comment!
  • YRC Worldwide Has Solvency Problems
       • Sep. 11, 2013 YRCW 9 Comments
  • Greenhill: A Levered Play On M&A
       • Sep. 10, 2013 GHL Comment!
  • Bankrate Is Misunderstood And Incorrectly Valued
       • Sep. 9, 2013 RATE Comment!
  • Going For The Green: Callaway Has Significant Upside
       • Sep. 8, 2013 ELY Comment!
  • Atlas Resources: An Undervalued Play On Natural Gas
       • Sep. 1, 2013 ARP 6 Comments
  • Valley National: A High Yielding Bank Worth Owning
       • Aug. 30, 2013 VLY 4 Comments
  • Nordic American Tanker Can't Generate Cash
       • Aug. 28, 2013 NAT 11 Comments
  • MGIC Poised To Soar
       • Aug. 26, 2013 MTG 3 Comments