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Institutional Investor Support and Insider Buying Make Holly Energy Partners, L.P. (HEP) Compelling
May 22, 2013Christopher C. Grisanti is a magna cum laude graduate of Harvard Law School who gave up his partnership track law career at Simpson Thacher & Bartlett to become a professional stock picker. He’s now the Owner and Co-Founder of Grisanti Capital Management. In an interview on February 15, 2013, Grisanti cites HollyFrontier Corp (HFC) as a top pick: “Many of the Wall Street analysts that have analyzed these refiners for 30 years don’t want to say things are different. They have a picture of refineries as very cyclical companies, but I think they don’t appreciate that there is a secular up trend that will continue, we think, for three or four more years that will help these guys earn record profits not for six or nine months but for literally half a decade...
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Rackspace Hosting (RAX) Faces Increased Competition and Growth Uncertainty
May 21, 2013Rackspace Hosting (RAX) faces increasing competition and uncertainty about the future growth of its cloud business, with the most recent fourth-quarter results showing a revenue growth outlook which implied lower capex guidance than the Street hoped for, says Todd Weller, Managing Director at Stifel, Nicolaus & Co., Inc. “We decided to downgrade the stock after we had a great multiyear run with it. I think at this point we remain more cautious than optimistic, and again some of that is just we feel that to become more constructive, we need to have a better understanding of what sustainable growth looks like, because again, things seem to have changed — and trying to figure out if they’re a low 20% grower or high-teens grower, or how to think about that,” Weller said...
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Facebook (FB) Faces Increasingly Fragmented Audience
May 21, 2013Facebook (FB) faces pressures from online audience fragmentation and the loss of eyeballs to other more mobile platforms such as Twitter, Snapchat and WhatsApp, says Brian Pitz, Managing Director and Senior Research Analyst at Jefferies & Company, Inc. “We were concerned in terms of some of the engagement metrics; the data we have suggests that the Millennial demographic might be churning off a bit faster than other demographics, which are shifting to more mobile-centric apps and/or platforms. We think Facebook tried to address this early on through its acquisition of Instagram, but what is happening since then is further fragmentation of the audience onto other platforms or apps such as Twitter, Snapchat or WhatsApp,” Pitz said...
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Electronic Arts Inc.’s (EA) Battlefield to Compete with Activision’s (ATVI) Call of Duty, Yet Real Opportunity is Va
May 21, 2013Electronic Arts Inc. (EA) holds a number of core franchises in the electronic gaming field, with “Battlefield” set to compete against Activision‘s “Call of Duty” this holiday season, yet the real opportunities for EA remain unclear as the company struggles to remain profitable in an increasingly competitive industry that is also going through a console transition, says Brian Pitz, Managing Director and Senior Research Analyst at Jefferies & Company, Inc. “Activision (ATVI) is the best-in-breed core gaming company, and we believe that EA (EA) has a couple of great core franchises like ‘FIFA Soccer,’ ‘Madden’ football and ‘Battlefield...
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LinkedIn Corp (LNKD) Has Upside Opportunity for Sales Navigator Business, Grows EBITDA at 60% CAGR
May 21, 2013LinkedIn Corp’s (LNKD) Sales Navigator business has the opportunity to become larger than the company’s Marketing Solutions and Talent Solutions business lines, and LNKD is also growing EBITDA at a 60% CAGR from 2013 to 2016, cementing the company’s value for the long term, says Brian Pitz, Managing Director and Senior Research Analyst at Jefferies & Company, Inc. “We like LinkedIn. It’s one of our favorite midcap and large-cap names. We’re not only positive on their advertising business — the Marketing Solutions business line and the Talent Solutions business — but think there is really upside opportunity longer term for the Sales Navigator business to continue to evolve and become arguably larger than the Talent Solutions business longer term,” Pitz said...
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