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Mutual Funds

Daily Agenda The Week Ahead December 2226 2014

Daily Agenda: The Week Ahead, December 22 – 26, 2014

In the lead-up to a shortened holiday trading week, investors ponder whether Santa Claus will deliver market rallies.


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Mutual Funds - From Around the Web

  • InvestPitch: Mike Winston - NASDAQ:STRZA

    Buy STRZA because the company has hired bankers to shop the company, it’s a John Malone pay TV network – one of a handful of independently traded cable channels ripe for consolidation on the heels of the CMCSA/TWC and DTV/T mergers. The risk reward stands at close to 3:1 (38% up, 13% down) by our conservative estimates.

  • InvestPitch: Ian Clark - NYSE:RIG

    Deepwater oil drilling has been the darling of the drilling sector. As dayrates rose dramatically over the past few years, so too did interest in the sector. One of the largest companies to operate in the space was Transocean, a group that focused on the deepwater and ultra-deepwater sectors. Transocean was loved by many thanks to their industry leading dayrates. Investors will blinded by the potential returns and sky-high dividend despite a history of botched capital decisions and poor execution.

  • InvestPitch: Sam Hendel - NYSE:NCT

    Newcastle trades at a significant discount to the sum of its parts. We believe that the upcoming spinoff of Newcastle’s private-pay senior living portfolio into New Senior (to be listed November 2014; NYSE:SNR) will unlock the embedded value and tremendous growth opportunities in its strategy to roll up the fragmented senior living industry.

  • InvestPitch: Vad Yazvinski - NASDAQ:ACAS

    American Capital, Ltd. (“ACAS”) is a private finance investor and alternative asset manager specializing in management and employee buyouts, subordinated debt, leveraged finance, mezzanine, acquisition, recapitalization, middle market, early venture, mature, industry consolidation and growth capital investments aka “BDC”

  • InvestPitch: David Hanson - NYSE:Y

    Y is an emerging mini-Berkshire Hathaway (specialty reinsurer / insurer / investment conglomerate) led by conservative management team focused on long-term value creation.