March 29, 2018

Kemet: An Undervalued and High Growth Small Cap?

Stumbled across Kemet in this Zacks article today.  It is a tiny company that is quickly growing by acquisitions as well as through existing sales:

It has a market cap of $983 million. Shares are actually up double digits on the year but are still cheap, with a P/S ratio of only 0.9 and a forward P/E of 11.4.

Last quarter's earnings were a blow out, but the stock didn't move much.  Only two analysts follow the stock.

The Fool mentions them from time to time, but it appears they don't own shares. 

March 28, 2018

Arcos Dorados is Oversold

According to Zacks, Arcos Dorados is oversold

March 23, 2018

Large Caps On Sale

The Fool looks to pick up shares on Celgene and Whirlpool in this article since they are already trading near year lows. 

March 12, 2018

$3.50 Price Target on Durect Corp.

H.C. Wainwright has a $3.50 price target on Durect.  Last quarter was profitable, as EPS checked in at .05. 

$136 Price Target on Chase Bank

SA article has $136 price target on JP Morgan Chase and calls it their top pick in the large cap banking sector. 

March 9, 2018

On Tanger Outlet Centers

From the Fool:


"Many retail businesses are struggling. This is especially true with higher-end or full-retail-price businesses that specialize in discretionary goods -- that is, things people really don't need. There simply is too much competition from e-commerce and discount retailers.
One smart way to invest in the changing retail landscape is with outlet retail. Outlets offer discounts that often can't be matched online, and also offer unique bargains in stores, creating an experiential component.
Pure-play outlet-shopping REIT Tanger Factory Outlet Centers could be a smart way to take advantage, especially at its current rock-bottom valuation.
Tanger's properties are currently more than 97% occupied and have never fallen below 95% in its 37-year history. This is why the company has increased its dividend for 24 years in a row, and with one of the lowest FFO payout ratios in the real estate sector, there should be plenty of room for future increases.
This is especially true considering Tanger's growth potential. Outlet shopping is still a relatively small part of the retail landscape, and there could be lots of room to grow in the coming decades. Shoppers are becoming increasingly bargain conscious, and this could be a huge positive catalyst for Tanger. With arguably the most recognizable brand name in outlet shopping, Tanger is only in 22 states so far, so there are plenty of underserved markets Tanger could take advantage of in the years ahead."

March 6, 2018

NV5 Global

A small Fool article points to a small but quickly growing engineering company NV5 Global.  This company has been growing by acquisitions as well as by winning contracts.  The CEO owns 20% of the company and employees own 35% of the company. 

March 5, 2018

Acushnet worth $32 a Share

According to this SA article, Acushnet (GOLF) is worth $32 a share. 

March 1, 2018

On Supernus

A well written article on Supernus on SA today.  The author has a one year target of $75 on the stock, depending on what the company's products do in their Phase 3 trials.  His five year target is $150 a share.