Podcast: Why This Real Estate Fund is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Neuberger Berman Real Estate Fund (NREAX).

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A Fund to Avoid in the Newly Rated Real Estate Sector

The Real Estate sector is filled with potential pitfalls and a deeper level of diligence reveals that some of these funds are worse than others.

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Netflix’s Price Increase Signals Original Content Isn’t Enough

We believe the price increase signifies that Netflix’s competitive advantage has been wiped away. In order to justify its massive original content budget, it must raise prices if it is to ever meet the expectations implied by its stock price.

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Podcast: Why Dentsply Sirona is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Dentsply Sirona (XRAY).

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An Example of Misaligned Incentives Leading to a Bad Outcome

This firm’s move to bolster growth via a large acquisition recently resulted in the ouster of top executives. Despite pending new leadership, investors remain at risk given the firm’s falling profits, lagging margins and overvalued stock price.

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Podcast: Why CommVault Systems is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: CommVault Systems (CVLT).

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Failure to Adapt Dooms This Stock

This firm’s late transition to the cloud based software market has left it with falling profits, lagging margins, and a significantly overvalued stock.

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Podcast: Why Investors Using GAAP Earnings Are in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Investors taking GAAP earnings at face value.

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Taking GAAP Earnings at Face Value Puts Investors at Risk

The more investors understand about how GAAP net income omits valuable information, the better equipped they are to find truly hidden gems, or those companies with growing economic earnings and undervalued stock prices.

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Podcast: Why Lion’s Gate Entertainment Is in the Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Lion’s Gate Entertainment (LGF.A)

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Podcast: Why Carbonite Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Carbonite (CARB).

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Firm Founders Have Moved On; Investors Should Also

Once at the forefront of a new industry, this firm’s product is now commoditized. Attempts to buy its way into a very competitive new market look desperate. The disconnect between high expectations embedded in the stock price and the firm’s weak competitive position pose a significant risk to investors.

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Podcast: Why TrueCar Is In The Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: TrueCar (TRUE).

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TrueCar Can’t Serve Two Masters

TrueCar shares the same fatal flaw that sunk Angie’s List. As a middleman, it has to appeal to consumers while remaining valuable to its actual customers, car dealers. In trying to balance the needs of these two opposing sides, TrueCar is conflicted and struggles to provide value to either.

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Podcast: Why Etsy Is In The Danger Zone

CEO David Trainer sat down with Chuck Jaffe of Money Life and to talk about our Danger Zone pick this past week: Etsy Inc. (ESTY).

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Too Much Market Value for Too Small a Market

This niche business generates plenty of “adjusted EBITDA,” but no real profits. It also has too much market value for too small a market, especially in light of its deteriorating competitive position. Absent a textbook case of “stupid money risk,” (i.e. a grossly overpriced acquisition) the risk/reward does not look good for equity investors.

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Closing Danger Zone Pick: VirnetX Holding Corp (VHC)

While business prospects still hinge upon patent infringement rulings, the significantly lower valuation no longer presents the unbalanced risk/reward it once did.

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Closing Danger Zone Pick: Verifone Systems (PAY)

While fundamental issues remain, such as a bottom-quintile ROIC and a challenging competitive landscape, we are inclined to take profits.

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Closing Danger Zone Pick: Shutterstock (SSTK)

The significant reduction in stock price and embedded market expectations diminishes the downside risk and we are closing the position.

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Closing Danger Zone Pick: Celadon Group (CGI)

The significant reduction in stock price and embedded market expectations diminishes the downside risk and we are closing the position.

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