SumZero News Archive

  • Quick Pitch: NVIDIA (Short)

    Published: September 11, 2012

    NVIDIA -- (Nasdaq: NVDA)
    Recommendation: Short
    Recent Price: $15.90
    Target Price: $11.00

    Source: Hedge Fund
    Location: San Francisco, CA

    Overview of the Short

    NVIDIA has in the last 2-3 years branched out beyond its core graphic processing (GPU) business into producing ...

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  • Quick Pitch: Zillow (NYSE: Z) -- Long

    Published: September 11, 2012

    Z

    (This is an edited and highly-abbreviated quick pitch pulled from the SumZero community)

    Analyst: Rohit Dewan
    Firm: Olm Capital Management
    Industry: Hedge Fund
    Location: New York, NY

    Recent Price: $29.23
    Target Price: $40.00

    Zillow (NYSE: Z) belongs in a highly diverse categ...

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  • Quick Pitch: PetMed Express

    Published: September 11, 2012

    PetMed Express (Nasdaq: PETS)--Long
    Current Price: $11.69 Target Price: $15.00
    Source: Hedge Fund. New York, NY.

    Quick Pitch: Expectations are rather low (from sellside analysts as well as the buyside with 26% short interest). The company's small beats the last couple of quarters have sent t...

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  • Quick Pitch on Wells Fargo Shares

    Published: September 11, 2012

    WFC

    Wells Fargo (NYSE: WFC)--Long
    Current Price: $30.25 Target Price: $40.00
    Source: Hedge Fund. Atlanta, GA.

    Quick Pitch: With the integration of Wachovia to be fully complete by the end of the first quarter in 2012 and the U.S. economy plodding steadily along—albeit at a rate lower than which ...

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  • Featured Stock: Aeropostale (NYSE: ARO)

    Published: September 11, 2012

    ARO

    SumZero Analysts Following Aeropostale: 28
    SumZero Investment Reports on Aeropostale: 15

    SumZero Community Sentiment:
    82% Long, 12% Hold, 6% Short

    SumZero Consensus Price Target:
    Mean: $22.63 per share
    Median: $25.00 per shar...

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  • Aware: Poised for Impressive Under-the-Radar Growth

    Published: September 11, 2012

    SumZero, the leading online community of buyside investment professionals, presents one of its recent highly-rated research reports in partnership with Whitney Tilson's Value Investing Letter.

    The author, Cliff Orr, CFA (Privet Fund Management), is recommending a long position in a $65 million...

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  • Interview with Ben Axler (Spruce Point Capital Management)

    Published: September 11, 2012

    RLD

    Member: Ben Axler
    Title: Managing Partner/Founder
    Firm: Spruce Point Capital Management
    Focus: Cash-rich value equities and special-situations
    Location: New York, NY
    Undergrad: Rutgers College
    Post Grad: Yale University
    Recent Ideas: STVI.OB (long), DLGC (short), CIS (short)

    Bri...

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  • Long Call on Annaly Capital

    Published: September 11, 2012

    NLY

    Annaly Capital (NYSE: NLY)
    Recommendation Action: Long
    Current Price: $16.37 Target Price: $22.50
    Source: Hedge Fund. New York, NY.

    Quick Pitch: Annaly Capital (NYSE: NLY) was founded in 1997 and has performed well through economic and interest rate cycles, unlike newer peers who largely ca...

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  • Going Long on Spirit Airlines

    Published: September 11, 2012

    Spirit Airlines (Nasdaq: SAVE)
    Recommended Action: LONG
    Current Price: $18.22 Target Price: $30.00
    Source: Hedge Fund. Minneapolis, MN.

    Quick Pitch: Spirit Airlines (Nasdaq: SAVE) is an ultra low cost airline with the lowest costs and best margins in the U....

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