• Ann Inc.: Deep Value And Growth Catalysts Ann Inc.: Deep Value And Growth Catalysts

    ByJosh Arnold:

    Thesis

    ANN Inc. (ANN) is a multi-channel retailer and distributor of women’s apparel, shoes and accessories under the Ann Taylor and LOFT brands. As of the end of last year, the [...]

  • Favorable Tailwinds For Carnival Cruises Favorable Tailwinds For Carnival Cruises

    By Jeffrey Dow Jones:
    Some investors hate idiosyncratic risk. Others embrace it.
    Only a handful of industries suffer negative “surprise” events the way that the cruise industry seems too. The latest shock came earlier this week [...]

  • The Bullish Case For Alon USA Energy The Bullish Case For Alon USA Energy

    By Microcap Bargin Hunter:

    Company overview

    Ticker

    (ALJ)

    Exchange

    NYSE

    Country

    U.S.A.

    Sector

    Basic Materials

    Industry

    Refining and marketing

    Price

    $17.60

    Shares outstanding

    62.7 million

    Dividend yield

    1.40%

    Insider ownership

    66%

    52 week high/low

    $21.24/$7.52

    Market cap

    $1.1 billion

    Net debt

    $333.5 million

    2008
    2009
    2010
    2011
    2012

    Net sales
    5,156,706
    3,915,732
    4,030,743
    7,186,257
    8,017,741

    Operating expense
    5,258,153
    3,994,977
    4,192,469
    7,005,465
    7,745,957

    Operating income
    223,477
    -80,836
    -160,781
    181,521
    269,475

    EBITDA
    244,965
    42,891
    -44,475
    263,977
    394,291

    Operating cash flow
    -812
    283,145
    21,330
    69,560
    387,810

    Capex
    434,492
    153,128
    59,838
    122,359
    105,361

    FCF
    -435,304
    130,017
    -38,508
    -52,799
    282,449

    Diluted EPS
    1.72
    -2.46
    -2.27
    0.69
    1.24

    Operating margin
    4.3%
    -2.1%
    -4.0%
    2.5%
    3.4%

    EBITDA margin
    4.8%
    1.1%
    -1.1%
    3.7%
    4.9%

    Source: [...]

  • SunOpta: The Missing Ingredient For The Next Organic Blockbuster SunOpta: The Missing Ingredient For The Next Organic Blockbuster

    By Yaron Ron Reuven:
    As the bull market continues to roar, it’s becoming harder and harder for investors to find the next big blockbuster stock for a reasonable price. Unnecessary risk is being taken every day [...]

  • RAIT Financial: Misunderstood And Undervalued RAIT Financial: Misunderstood And Undervalued

    By Dane Bowler:
    RAIT Financial (RAS) has a history that could terrify even the most stoic investor. Its book value has consistently dropped while share count consistently rises. While such performance has been devastating to its [...]

  • The 7 Reasons Why People Hate QE The 7 Reasons Why People Hate QE

    By Eric Parnell:
    I recently read an article on a business news website other than Seeking Alpha that sought to explore why people in the investment industry do not like the Fed’s balance sheet expanding quantitative [...]

  • Successful Capital Raise, Data For Lead Candidate, And Small Float Are Opportunitites For Stemline Successful Capital Raise, Data For Lead Candidate, And Small Float Are Opportunitites For Stemline

    ByPropThink:

    By Ivan Deryugin

    Stemline Therapeutics (STML) completed its IPO in January of this year (the company was founded in 2003) and, as its name implies, the company develops cancer therapies that specifically target cancer [...]

By Microcap Bargin Hunter:

Company overview

Ticker

(ALJ)

Exchange

NYSE

Country

U.S.A.

Sector

Basic Materials

Industry

Refining and marketing

Price

$17.60

Shares outstanding

62.7 million

Dividend yield

1.40%

Insider ownership

66%

52 week high/low

$21.24/$7.52

Market cap

$1.1 billion

Net debt

$333.5 million

2008
2009
2010
2011
2012

Net sales
5,156,706
3,915,732
4,030,743
7,186,257
8,017,741

Operating expense
5,258,153
3,994,977
4,192,469
7,005,465
7,745,957

Operating income
223,477
-80,836
-160,781
181,521
269,475

EBITDA
244,965
42,891
-44,475
263,977
394,291

Operating cash flow
-812
283,145
21,330
69,560
387,810

Capex
434,492
153,128
59,838
122,359
105,361

FCF
-435,304
130,017
-38,508
-52,799
282,449

Diluted EPS
1.72
-2.46
-2.27
0.69
1.24

Operating margin
4.3%
-2.1%
-4.0%
2.5%
3.4%

EBITDA margin
4.8%
1.1%
-1.1%
3.7%
4.9%

Source: [...]

By Jeffrey Dow Jones:
Some investors hate idiosyncratic risk. Others embrace it.
Only a handful of industries suffer negative “surprise” events the way that the cruise industry seems too. The latest shock came earlier this week [...]

ByJosh Arnold:

Thesis

ANN Inc. (ANN) is a multi-channel retailer and distributor of women’s apparel, shoes and accessories under the Ann Taylor and LOFT brands. As of the end of last year, the [...]

EUR/USD consolidated above 1.2796 last week. Initial bias remains neutral this week and some more sideway trading might be seen. But we’d expect deeper decline ahead. Below 1.2796 will target 1.2746 first. Break will resume [...]

Global equity markets were sold off sharply during the latter part of last week on expectation that Fed would taper the open-ended asset purchase program. The MSCI world index dropped to 1492.7 comparing to prior [...]

USD/JPY edged higher to 103.73 last week but formed a short term top there and retreated sharply. Initial bias is neutral this week for some consolidations first. But downside should be contained by 99.94 support [...]

GBP/USD dipped further to 1.5013 last week and formed a temporary low there and turned sideway. Initial bias is neutral this week for some consolidations first. But recovery should be limited by 1.5281 resistance and [...]

USD/CHF rose further to 0.9838 last week but formed a short term top there and retreated. Initial bias is neutral this week for some consolidations first. As long as 0.9578 support holds, another rally remains [...]

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Ann Inc.: Deep Value And Growth Catalysts

ByJosh Arnold:

Thesis

ANN Inc. (ANN) is a multi-channel retailer and distributor of women’s apparel, shoes and accessories under the Ann Taylor and LOFT brands. As of the end of last year, the [...]

Favorable Tailwinds For Carnival Cruises

By Jeffrey Dow Jones:
Some investors hate idiosyncratic risk. Others embrace it.
Only a handful of industries suffer negative “surprise” events the way that the cruise industry seems too. The latest shock came earlier this week [...]

The Bullish Case For Alon USA Energy

By Microcap Bargin Hunter:

Company overview

Ticker

(ALJ)

Exchange

NYSE

Country

U.S.A.

Sector

Basic Materials

Industry

Refining and marketing

Price

$17.60

Shares outstanding

62.7 million

Dividend yield

1.40%

Insider ownership

66%

52 week high/low

$21.24/$7.52

Market cap

$1.1 billion

Net debt

$333.5 million

2008
2009
2010
2011
2012

Net sales
5,156,706
3,915,732
4,030,743
7,186,257
8,017,741

Operating expense
5,258,153
3,994,977
4,192,469
7,005,465
7,745,957

Operating income
223,477
-80,836
-160,781
181,521
269,475

EBITDA
244,965
42,891
-44,475
263,977
394,291

Operating cash flow
-812
283,145
21,330
69,560
387,810

Capex
434,492
153,128
59,838
122,359
105,361

FCF
-435,304
130,017
-38,508
-52,799
282,449

Diluted EPS
1.72
-2.46
-2.27
0.69
1.24

Operating margin
4.3%
-2.1%
-4.0%
2.5%
3.4%

EBITDA margin
4.8%
1.1%
-1.1%
3.7%
4.9%

Source: [...]

SunOpta: The Missing Ingredient For The Next Organic Blockbuster

By Yaron Ron Reuven:
As the bull market continues to roar, it’s becoming harder and harder for investors to find the next big blockbuster stock for a reasonable price. Unnecessary risk is being taken every day [...]