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  1. Synchrony Financial's IPO Offers Upside to Initial Pricing

    Commentary

    Wed, 30 Jul 2014

    this IPO presents an opportunity for investors to acquire a narrow moat, high-return financial company that is deeply undervalued if initial pricing holds. Given our fair value estimate of $36 per share, we think there is substantial upside to the

  2. Inteliquent: Upside Likely After Recent Drop

    Headlines

    Tue, 29 Jul 2014

    By Marwood Capital : As with many of my investment ideas , the discovery of Inteliquent Inc. (NASDAQ: IQNT ) started off with a stock screen. That stock screen was based on a rules

  3. American Realty Capital Properties: A Solid Choice For Income

    Headlines

    Tue, 29 Jul 2014

    and FFO multiple. There are several reasons for this discount such as concerns over the Red Lobster sale-leaseback, an undervalued equity offering, and concerns over the future of the CEO. However, as I noted in a previous article , ARCP has resolved

  4. Can Biogen Idec Take Wing With Tecfidera?

    Headlines

    Tue, 29 Jul 2014

    price? Is it reasonable to project future earnings growth that would indicate that, for long-term investors, Biogen is undervalued even at the current price? In the next two years the key to answering that question is in the prospects of Tecfidera. Longer

  5. Another Earnings Downgrade: QBE Insurance's Fair Value Declines and Uncertainty Rating Increases

    Commentary

    Tue, 29 Jul 2014

    in 18 months prompts an increase in QBE Insurance's uncertainty rating from medium to high. Despite the lower fair value, the stock has fallen following the market update and is currently undervalued , trading 30% below valuation.

  6. Eaton's Lower Guidance Doesn't Affect Our Narrow Moat Rating; Shares Slightly Undervalued

    Commentary

    Tue, 29 Jul 2014

    Narrow-moat Eaton reported tepid second-quarter results as organic revenue growth decelerated and restructuring costs affected margins in several operating segments. Although net sales increased organically nearly 3% year over year to $5.77 billion, a sequential decline from 4.5% in the first ...

  7. NOV Reports Decent 2Q Results and Steady Backlog Levels; Shares Fairly Valued

    Commentary

    Tue, 29 Jul 2014

    results are inline with our expectations for 2014, and we do not expect to change our $83 per share fair value estimate or wide moat rating. Revenue for the quarter was $5.3 billion, up 12% versus the same period last year (after adjusting for the recent

  8. Kinder Morgan Remains One Of The Best Picks In The Sector

    Headlines

    Tue, 29 Jul 2014

    By IAEResearch : Kinder Morgan (NYSE: KMI ) is one of our favorite picks in the energy sector when it comes to steady income stocks. We have been tracking its progress over the last few months and believe the company has much more room to grow. Our optimism stems from the strong asset base, ...

  9. Martin Marietta Posts Another Strong Quarter in 2Q; We’re Increasing Our Fair Value Estimate

    Commentary

    Tue, 29 Jul 2014

    per share, due largely to an increased near-term volume outlook and the time value of money. We’re maintaining our wide moat rating on the company. Amid another strong quarter, the biggest uncertainty for Martin Marietta remains, as the current

  10. Allstate slips as William Blair pulls Outperform rating

    Headlines

    Tue, 29 Jul 2014

    While Progressive ( PGR ) remains one of analyst Adam Klauber's top picks , Allstate ( ALL -0.5% ) rates a downgrade to Market Perform , with Klauber viewing the stock as fairly priced at the current level. Post your comment!

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