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The Oxen Group

 
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  • Apple Still Headed To $750 And What's Next For The Market
    Tue, May. 20 DIA, DTV, QQQ 34 Comments

    Summary

    • Apple still has a lot of potential this year as analysts are still underestimating market share growth in the iPhone.
    • The market is looking like it may start a rotation back to Nasdaq and small-cap stocks.
    • The market has another quiet day Tuesday.
  • Yandex Has 25% Upside After Latest Drop And What's Next For The Market
    Fri, Mar. 14 DIA, GOOG, QQQ 44 Comments

    Summary

    • The market dropped after the latest Chinese data and Russian conflict, bringing into focus the Russian stock market.
    • Yandex has dropped hard since the start of the conflict but is it a good opportunity now?
    • In our model, we are seeing a potential 25% increase in Yandex increase in price by the end of the year.
  • Youku: Great Prospects But Valuations Are Overcooked
       • Thu, Mar. 13 YOKU 12 Comments

    Summary

    • Youku Tudou has great prospects in its multi-screen strategy to continue its impressive growth and dominate the mobile/internet video industry.
    • Despite great growth, profitability remains an issue and will with heavy investments continuing moving forward.
    • In our best-case scenario, we see shares at around $35. In our mid-case scenario, we see valuations around $22.
  • Attempting To Value FuelCell Energy And What's Next For The Market
    Wed, Mar. 12 DIA, PLUG, QQQ 15 Comments

    Summary

    • Is FuelCell's 150%+ explosion in share price value a sign of future gains to come?
    • FuelCell specializes in fuel cell stationary power plants that are much different than Plug Power's fuel cell systems for vehicles.
    • In our best-case scenario we lay out below, shares are worth around $3.
  • GT Advanced Technologies Has 50% Upside
    Wed, Mar. 12 GTAT 6 Comments

    Summary

    • The Apple deal is a major catalyst moving forward.
    • The solar industry remains a key driver for long term growth.
    • New technologies will push topline growth further.
  • Cadence Design: System EDA And Asia-Pacific Should Lead To 25%+ Upside This Year
       • Tue, Mar. 11 ANSS, MENT, SNPS Comment!

    Summary

    • Cadence Design's push into system EDA will be a very strong catalyst for the company in 2014 and beyond.
    • We believe even in a worst-case scenario, shares should push to $17 this year. In the best-case, shares should push to $22.
    • Asia-Pacific is a strong market that can lead to consistent growth in the mid-teens at least.
  • Thor Industries: Innovating Motor Homes, But Lack Of Diversification Limits Long-Term Appeal
       • Sat, Mar. 8 DW, WGO, THO 2 Comments

    Summary

    • New acquisitions strengthen Thor's position in the RV market.
    • New motor home models are an attractive buy compared to traditional ones.
    • Thor's lack of product diversification leaves it exposed to RV market trends.
  • ELong: Luxury Spending Cuts Hitting This OTA, Upside Looks Bleak
       • Fri, Mar. 7 BIDU, CTRP, LONG Comment!

    Summary

    • Recent profitability issues are being mostly attributed to investment in mobile, but one of the real issues is lower room per revenue.
    • The lower room per revenue is a significant issue as it is mostly due to cut spending from the Chinese government on luxury hotels.
    • With the loss of luxury hotel income, the company has definitely lost some of their competitive advantage that will hold shares in check.
    • We foresee a 2014 price tag of $14.
  • Papa John's: Good Domestic Name, But Must Win This Overseas Market As Well For Continuous Growth
       • Fri, Mar. 7 DPZ, YUM, PZZA 3 Comments

    Summary

    • Papa John's must shed its identity to become successful in China.
    • A marketing campaign tailored to the targeted market is preferred.
    • Offering incentives can lure potential franchisees from competitors.
  • Is It Time To Buy Plug Power? What's Next For The Market
    Fri, Mar. 7 DIA, IBB, QQQ 44 Comments

    Summary

    • In focus, we investigate the latest news from Plug Power's deal with Wal-Mart to see how this impacts our take on the company.
    • With shares up over 3000% in the past year, is Plug Power still a buy?
    • The market was up strong again on Thursday on the back of jobless claims improvement.
  • If Russia Invades Ukraine, Watch Out For These 3 Companies
    Fri, Mar. 7 ADM, BG, MDLZ 8 Comments

    Summary

    • The conflict threatens ADM's export and processing facilities in Ukraine.
    • BG's plans for expansion in the Black Sea region could be suspended.
    • MDLZ could see chocolate, gum and biscuit constraints in its production facilities.
  • CBS: Industry Leader With 20%-Plus Upside In 2014 On Content, CBS Outdoor And More
    Thu, Mar. 6 AMZN, CBSO, NFLX 4 Comments

    Summary

    • CBS has significant upside this year as the company's original content continues to outperform its competition.
    • The IPO of CBS Outdoor will provide significant upside for CBS as the company's investment structure provides solid returns, especially as CBS) will become a REIT.
    • Our pricing model shows a 2014 price tag of $81 in the mid-case scenario with the potential for even higher prices.
    • The court case between CBS and other companies versus Aereo is another potential catalyst for the company this summer that would provide upside.
    • Risks for the company include the above mentioned case as well as risks surrounding the CBS Outdoor IPO.
  • Baidu: Google Of China Has 25% Upside, At Least
    Wed, Mar. 5 BIDU 15 Comments
  • Zynga's 2014 Plans Are Quite Bullish And What's Next For The Market
    Tue, Mar. 4 DIA, QQQ, SPY 21 Comments
  • Avoid Adobe, Margin Concerns Outweigh Creative Cloud Catalyst
    Tue, Mar. 4 ADBE 9 Comments
  • Chevron: High Costs, Flat Margins... Avoid This Name
    Tue, Mar. 4 CVX 26 Comments
  • Prospect Capital: This High-Yield Investment Is The Best In BDC, Part Two
    Tue, Mar. 4 PSEC 18 Comments
  • Domino's Pizza: Increasing Its Slice Of The Global Market Pie
       • Fri, Feb. 28 PZZA, YUM, DPZ 2 Comments
  • Prospect Capital: This High-Yield Investment Is The Best In BDC, Part One
    Fri, Feb. 28 PSEC 67 Comments
  • J.C. Penney Is A Strong Value Buy Post-Earnings And What's Next For The Market?
    Thu, Feb. 27 BBY, BIDU, DIA 35 Comments
  • Netflix's Comcast Deal Supports $490 Price Tag, What's Next For The Market
    Thu, Feb. 27 DIA, IWM, JCP 19 Comments
  • KongZhong Heading Higher Due To Mobile And International Growth
       • Thu, Feb. 27 KZ Comment!
  • LinkedIn: $250 Potential For 2014 On Bright Acquisition And China Expansion
    Wed, Feb. 26 FB, LNKD 2 Comments
  • In The Largest Markets, Ford Leads And General Motors Follows
    Tue, Feb. 25 CARZ, VLKAF, GM 37 Comments
  • J.C. Penney Can Hit $10 This Year, But Investors Beware, Liquidity Is A Problem
    Mon, Feb. 24 JCP 100 Comments
  • Priceline Headed To $1475 In 2014, The Keys To J.C. Penney Earnings, And What's Next For The Market
    Mon, Feb. 24 DIA, KSS, M 4 Comments
  • Rock Rose Midstream: Do Drop Downs From SemGroup Mean Share Prices Will Increase?
       • Fri, Feb. 21 EQM, NE, SEMG 4 Comments
  • Tesla Continues To Disprove Critics/Haters/Bears And What's Next For The Market
    Fri, Feb. 21 DIA, FXI, IWM 107 Comments
  • Salesforce.com Is A Great Company, Not A Great Investment (At This Level)
    Fri, Feb. 21 CRM 4 Comments
  • BlackBerry Is Still A Great Buy In 2014 And What's Next For The Market
    Thu, Feb. 20 AAPL, DIA, IWM 37 Comments
  • Polaris: Promising Catalyst But No Upside
    Wed, Feb. 19 HOG, PII 14 Comments
  • Drew Industries: Turning To Adjacent And Foreign Markets For Growth
       • Tue, Feb. 18 WGO, THO, DW Comment!