Tag Archives: Valuation

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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Ready To Deal, Part II: HC2 Valuation Update And Thoughts On Falcone’s Strategy

By Bradd Kern: The purpose of this write-up is to update key assumptions from the October 2nd sum of the parts (SOTP) valuation analysis and provide some qualitative thoughts on Falcone’s strategy with HC2 (OTCQB:HCHC). See the original article, Ready … Continue reading

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WPX Energy: Argentina Challenges Explain Low Apco Valuation

By Richard Zeits: WPX Energy (NYSE:WPX) announced this morning that it expects to receive approximately $ 294 million for its international interests in a divestiture to privately held Pluspetrol Resources. The sale includes WPX’s 69% controlling equity interest in Apco … Continue reading

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Blackbaud: Should Corporate Stewardship Trump Valuation?

By Rochelle Jenks: “Corporate stewardship” is defined as the use of a company’s power to improve the lives of people. A London-based think tank named Tomorrow’s Company believes companies operate in three contexts: a) global economy, b) social and political … Continue reading

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Why JD.com Should Not Trade At Less Than 1/5 Alibaba’s Valuation

By Terracotta Capital: I think that the market has paid a disproportionate amount of attention to Alibaba (NYSE:BABA) on the back of its recent IPO. I think that JD.com (NASDAQ:JD) deserves more appreciation from long-term investors who want to play … Continue reading

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Einstein Noah Restaurant Group: Operational Improvement, A Hidden Asset, And Low Valuation Are A Recipe For 50%+ Upside

By Weighing Machine: Shares of Einstein Bagel (NASDAQ:BAGL) have had a rough 2014, with the stock off nearly 9% year-to-date. Though Einstein has made some positive strides, it seems investor enthusiasm for breakfast-centric quick service restaurants has waned – shares … Continue reading

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Glu Mobile: Laying Out A Valuation Based On Revenue And Earnings

By MTF Investing: There has been a lot of speculation with the rapid rise of Glu Mobile, Inc. (NASDAQ:GLUU) and what a proper valuation is. There also has been criticism about the ability of the company to continue with its … Continue reading

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Torn On TriNet? Another Underwhelming Quarter Shows The Valuation Is Too Rich

By Dallas Salazar: From time to time I’ll run across a stock that sits on my short sell Big Board and quarter after quarter it just continues to sit there, never giving an opportunity to actually short, but always leaving … Continue reading

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Kleiner to invest in messaging startup Snapchat at near-$10 billion valuation: report

Venture capital firm Kleiner Perkins Caufield & Byer has agreed to invest in fast-growing messaging startup Snapchat at a valuation close to $ 10 billion, the Wall Street Journal reported on Tuesday, citing people with knowledge of the matter. At … Continue reading

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Argan Inc.: Historic Backlog Coupled With Depressed Valuation Provides Opportunity For 50%+ Return Over Next 2 Years

By Steve Guenette: Argan Inc. (NYSE: AGX) is the holding company of Gemma Power Systems and Southern Maryland Cable, through which Argan conducts operations to serve the power generation and renewable energy markets (through GPS) and telecommunication infrastructure market (through … Continue reading

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