Tag Archives: Compelling

SandRidge Mississippian Trust I: Valuation Compelling After The Correction

By Richard Zeits: In an article published over a year ago (SA Top Idea: “SandRidge Mississippian Trust I: Risk Of Downward Repricing,” July 5, 2013), I warned that reported operating data for SandRidge Mississippian Trust I (NYSE:SDT) likely reflected very … Continue reading

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Lipocine Is A Compelling Investment Opportunity With Impending Phase 3 Data

By David Bautz: Lipocine (NASDAQ:LPCN) is a specialty pharmaceutical company that has an oral drug delivery technology for products that affect men’s and women’s health. The technology is designed to improve patient compliance and safety through orally available products, while … Continue reading

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Enterprise Group Offers A Compelling 50-60% Upside

By Dan James: The Company Enterprise Group trades on the TSX under the symbol E, or [(OTC:ETOLF)] in the U.S. and is a Canadian energy, utility and infrastructure service provider operating chiefly in the province of Alberta. All $ amounts … Continue reading

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Taylor Morrison: Valuation Extremely Compelling

ByMoney Investor: Taylor Morrison (NYSE:TMHC) is one of the ten largest publicly-traded homebuilders ranked by home closing volume. Last year, I recommended the company as a strong buy after its IPO and return to the public markets. The thesis on … Continue reading

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Iteris: Accounting Delay Offers Compelling Entry Point

By Dr. Hugh Akston: Disciplined value investors look for meaningful divergences between stock prices and business fundamentals. We wait patiently for situations where transitory influences inject unwarranted fear or euphoria into a stock price. We believe the recent drama surrounding … Continue reading

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Hillenbrand International: Why Shares Present A Compelling Short Opportunity

By Investor Protector: Thesis Hillenbrand International (HI) management had a choice 4 years ago to manage the Batesville casket business for cash flow and return capital to shareholders, or to diversify away from the casket business. Management chose diversification, and … Continue reading

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Canacol Energy: Significantly Undervalued, With Solid Production And Reserve Growth Set To Continue Coupled With A Range Of Compelling Catalysts

By Caiman Valores: Introduction Canadian domiciled small-cap O&G explorer and producer Canacol Energy (OTCQX:CNNEF), which operates predominantly in Colombia continues to perform strongly. When I last wrote on Canacol in July 2013, I found the company was undervalued offering investors … Continue reading

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Canacol Energy: Successful Shale Oil Test Underscores Compelling Value Proposition

ByMalcolm Shaw: A Summary of the News My interest in Canacol Energy (OTCQX:CNNEF, or CNE on the Toronto Stock Exchange) has been piqued for quite some time, but the company released news from its shale-oil JV with ExxonMobil today that … Continue reading

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Vermilion Energy: A Compelling Combination Of Capital Appreciation And Yield

By Michael Fitzsimmons: I am increasingly finding excellent value in fairly unknown Canadian energy companies that offer both yield and the potential for significant capital appreciation. I say “fairly unknown” from the perspective of the US investor base. Energy oriented … Continue reading

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Vitacost.com Is A Compelling Risk/Reward Before Earnings

By Mike Arnold: Executive summary: Vitacost.com (VITC) (“Vitacost”) is cheap both on an absolute and relative basis. Certain activist investors are calling for the company to sell itself. Vitacost reports full year 2013 results before the bell on Thursday, February … Continue reading

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