Seeking Alpha

Stone Fox Capital

 
View as an RSS Feed
PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • Nuverra Environmental Solutions: No Longer Investing In The Hope
       • Sat, Sep. 13 NES 13 Comments

    Summary

    • Nuverra Environmental continues to provide investors with hope that never materializes.
    • Large capital spending plan is unfunded.
    • Inability to hit financial targets suggests a large cut to the EBITDA multiple is warranted with downside potential of at least 35%.
    • Better opportunities exist in the oilfield services sector that don't involve high levels of leverage.
  • Seventy Seven Energy: Making Progress Towards Value
       • Wed, Aug. 27 SSE 6 Comments

    Summary

    • Recent oilfield services spin-off from Chesapeake hasn't performed well.
    • High reliance on former parent is a quickly subsiding concern.
    • Back recent analyst recommendation of at least 50% upside potential.
  • Colony Financial: Too Volatile For A 6.5% Yield
       • Thu, May. 1 CLNY 9 Comments

    Summary

    • Intriguing opportunity to invest in distressed assets.
    • Long-term investors not seeing stock gains.
    • Provides solid 6.5% dividend for investors willing to accept the volatile stock.
  • Uranium Energy Corp. Sell-Off Provides Opportunity
       • Wed, Apr. 23 UEC 9 Comments

    Summary

    • Uranium market provides long-term opportunity despite recent weakness.
    • Japan approval of nuclear energy provides a near-term catalyst.
    • Uranium Energy offers the cheapest valuation amongst the junior miners.
  • Patriot Berry Farms: Fresh Growth Opportunity
       • Fri, Apr. 18 PBFIE 5 Comments

    Summary

    • Market places high valuation on fresh and organic concepts.
    • The company is developing a berry farm operation with a goal of acquiring over 1,000 acres of mature plantings.
    • Blueberry consumption is in a major growth phase.
  • Altisource Portfolio Solutions: Facing An Attractive Conflict
       • Tue, Apr. 1 ASPS 1 Comment

    Summary

    • NY DFS case appears reaching but the stock and business could suffer short-term.
    • The company has plenty of plans to diversify business away from Ocwen reliance.
    • The stock appears cheap considering the regulation risks and growth potential.
  • Nuverra Environmental: Not Heading To $0
       • Fri, Mar. 21 NES 26 Comments

    Summary

    • Stock isn't headed to $0 as suggested by other analysts.
    • Up tick in industry demand to help.
    • Sell of Thermo Fluids division provides needed cash.
  • TiVo: Heading Into A Cloud Of Profits
       • Mon, Mar. 3 TIVO 2 Comments
  • Xooming Money Transfer To Higher Margins
       • Thu, Jan. 16 XOOM 3 Comments
  • Hawaiian Holdings: Bigger Gains Ahead In Paradise
       • Wed, Jan. 1 HA 4 Comments
  • American Homes 4 Rent Offers Intriguing Value
       • Dec. 16, 2013 AMH 3 Comments
  • Millennial Media Jumps Back Into A Promising Ad Tech
       • Nov. 27, 2013 MM 17 Comments
  • Trulia: Not The Market Leader
       • Nov. 14, 2013 TRLA 3 Comments
  • High Growth Furniture Stock With Catalysts
       • Nov. 4, 2013 NVFY Comment!
  • Terex: Still Expecting The Margin Improvements
       • Oct. 22, 2013 TEX 1 Comment
  • Marin Software: Getting Ready For Prime Time
       • Oct. 20, 2013 MRIN 6 Comments
  • Opportunity Exists At Fusion-io If Only It Can Execute
       • Oct. 17, 2013 FIO 10 Comments
  • Trusting InvenSense Management
       • Oct. 9, 2013 INVN 5 Comments
  • Hercules Technology Benefits From Limited Defaults
       • Sep. 30, 2013 HTGC 1 Comment
  • Fly Leasing: 6.5% Yield With Potential For 30% Gain
       • Sep. 19, 2013 FLY 9 Comments
  • ClickSoftware: Could The Stock Double Back To Reclaim Highs?
       • Sep. 18, 2013 CKSW Comment!
  • Can A Qdoba Turnaround Push Jack Higher?
       • Sep. 15, 2013 JACK 3 Comments
  • Clean Energy Finally Has The Major Catalyst In Production
       • Sep. 7, 2013 CLNE 58 Comments
  • Westport: Joint Ventures Hide Major Catalysts
       • Sep. 6, 2013 WPRT 18 Comments
  • The Not So Fresh Market
       • Sep. 3, 2013 TFM 9 Comments
  • Firsthand Technology Fund: Pre-IPO Cash Hoarder
       • Aug. 30, 2013 SVVC 7 Comments
  • Is Nuverra Environmental Really That Bad?
       • Aug. 27, 2013 NES 70 Comments
  • Avoid The Deworsification At Ascena Retail Group
       • Aug. 26, 2013 ASNA 2 Comments
  • Will This Social Butterfly Ever Soar?
       • Aug. 23, 2013 JIVE 2 Comments
  • Silver Bay Is Finally A Bargain
       • Aug. 19, 2013 SBY 15 Comments
  • Green Dot: Banking On The Boroughs
       • Aug. 16, 2013 GDOT 1 Comment
  • Tremor Video Overlooked Due To Misperceived Industry Weakness
       • Aug. 11, 2013 TRMR 2 Comments