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US Ecology Inc (ECOL) Enhances Geographic Footprint, Expands Service Offerings with EQ Acquisition

July 25, 2014

Portfolio Manager Roger Vogel of Silvercrest Asset Management Group says US Ecology Inc (ECOL) has significant franchise value, and its recent acquisition of EQ – The Environmental Quality Co. should prove to be quite accretive in the next couple of years. “US Ecology, one of the largest hazardous waste landfill companies in the United States, is a very interesting company. As you might expect, this is a business that has significant barriers to entry. It’s hard to get landfill capacity permits, so there is a lot of franchise value,” Vogel said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Vogel says what’s most intriguing about US Ecology is its recent acquisition of competitor EQ – The Environmental Quality Co...
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Agrium Inc. (USA) (AGU) Has Potential to Grow Cash Flow to $1 Billion and Dividend to $4 Per Share

July 25, 2014

Analyst Ben Isaacson of Scotiabank Global Banking and Markets says Agrium Inc. (USA) (AGU) is a misunderstood story, because unlike most publicly traded fertilizer producers, 50% of Agrium’s EBITDA comes from its retail business. “Retail is known for providing investors with stable and more predictable free cash flow. Over time, as they continue to build up their retail business and dilute their wholesale commodity business, we expect that the stock will get a re-rating as investors reward Agrium with a higher multiple for that more stable free cash flow,” Isaacson said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Isaacson believes Agrium’s free cash flow can grow from zero today to nearly $1 billion in 2015 and potentially up to $1...
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Wireless Division of ARC Group WorldWide Inc (ARCW) Eyes Growth Via Acquisition

July 24, 2014

Ted Deinard is the CEO of ARC Group WorldWide Inc’s (ARCW) ARC Wireless, LLC. He says his segment of the business has been acquisitive in the past, and plans to grow in that manner. “We have made acquisitions and announced several of them,” Deinard says. “And where they make sense, we are certainly going to continue to look at that.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. In addition, Deinard says ARC Wireless will also grow organically through new product launches. He says the company’s small size makes growth attainable. “Every new product we come out with brings significant growth. When you start from a smaller base than some of our competitors, like we have at the moment, every new product gives us many new opportunities and many more connections and many opportunities for growth,” Deinard says...
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Globalstar, Inc. (GSAT) R&D Focused on Product Front and Ground Infrastructure

July 24, 2014

Timothy Taylor, Globalstar, Inc.’s (GSAT) Vice President of Finance, Operations and Strategy, says the company’s research and development efforts are currently twofold. He says one area of focus is the product front and leveraging in-house engineering teams. “We focus on designing and producing satellite components that are small and inexpensive enough to fit into the smaller devices preferred by our customer base,” Taylor says. “Our teams work on advanced plastics technology, user-interface upgrades and — very important to satellite communications — battery technology.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Additionally, Taylor says the R&D team is focused on upgrading the company’s ground infrastructure...
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BancorpSouth, Inc. (BXS) Has 20% Upside as Work on Expense Structure Continues

July 23, 2014

Managing Director Roger Vogel of Silvercrest Asset Management Group says BancorpSouth, Inc. (BXS), a Mississippi-based regional bank, should continue to see improvements on its expense structure as the CEO emulates his previous successes. “We purchased BancorpSouth about a year ago, initially on the promise that a new CEO, Dan Rollins, brought to the situation. We knew Dan very well from his previous employer, Prosperity Bank (PB), which is one of the highest-performing banks in the country,” Vogel said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Rollins had significant opportunity at BancorpSouth to rationalize the expense base and rejuvenate loan growth, Vogel says, which so far has played out...
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