Two of SumZero’s most successful and outspoken members, Navi Hehar of Mile 26 Capital in New York and David Trainer of Novo Capital in Nashville, came down on opposite sides of one of the most talked about stocks of the year, Valeant Pharmaceuticals. With highly publicized investigations by the S...
Published: February 28, 2013
SKUL has been a dog, but there is a good chance its net sales deceleration is stabilizing – at least for the next quarter. On the Q3 conference call, SKUL management tightened the FY 2012 guidance to $290-$300M from the previous range of $280-$300M. This is a fairly noteworthy event as $280M in ...
Published: October 16, 2012
Corning (GLW) reminds me of other cyclical stocks that have done well once earnings estimates first start to get revised upwards. A year ago, the Street was expecting Corning to earn $2.00 per share in 2013. Today, the consensus expectation for 2013 EPS is $1.43. In early 2011, Corning was tradin...
Published: July 03, 2012
Our analysis indicates there is over 50% upside to the share price from current levels (with some not-too-unreasonable DCF scenarios indicating as much as 100% upside), although it would likely take several years to close this gap to intrinsic value.
Published: July 03, 2012
Our analysis indicates there is over 50% upside to the share price from current levels (with some not-too-unreasonable DCF scenarios indicating as much as 100% upside), although it would likely take several years to close this gap to intrinsic value.
Published: April 26, 2012
The market views Sanofi as a large European pharma company with a patent cliff. I believe the stock will be revalued due to the change in business mix, geographical mix, and the lack of patent exposure past 2012. Sanofi has valuable franchises in Generics, Consumer Products, Animal Health, Vaccin...