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Mark Holder

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  • No Bargains in Wi-Fi Solutions Providers

    By Mark Holder - May 23, 2013 | Tickers: ARUN, CSCO, RKUS, UBNT

    After recent weakness in the Wi-Fi solutions providers, do any of the stocks provide bargains now? Both Aruba Networks (NASDAQ: ARUN) and Ruckus Wireless (NYSE: RKUS) have been absolutely crushed recently while Ubiquiti Networks (NASDAQ: UBNT) has been the lone winner in the sector. One big question is whether the big boy in wireless network gear, Cisco Systems (NASDAQ: CSCO) has returned to reclaim market share in the sector.

    Through more »

  • Amazing Upside Left at Ocwen Financial

    By Mark Holder - May 22, 2013 | Tickers: ASPS, NSM, OCN

    While the market remains focused on chasing every business run by Elon Musk, it continues to ignore huge cash flow generators such as Ocwen Financial (NYSE: OCN). The company grew revenue by 147% during the first quarter of 2013 yet all indications are that the pipeline is loaded with further growth.

    The mortgage servicing sector has become a very profitable business since the financial crisis as large banks have sold more »

  • What's Holding Up Equinix?

    By Mark Holder - May 15, 2013 | Tickers: DLR, EQIX, RAX

    After the 50% plunge in Rackspace Hosting (NYSE: RAX), one has to wonder what is holding Equinix (NASDAQ: EQIX) up near all-time highs. The stock has shown some fatigue since the Rackspace disappointment, but it appears now set for a test of the recent highs over the $230 level. Not a scenario suggestive of a stock on the verge of a plunge.

    A leader in the data collocation field, Equinix more »

  • Green Dot: Shaking Off the Competition

    By Mark Holder - May 15, 2013 | Tickers: AMX, GDOT, NTSP

    The summary of the Green Dot (NYSE: GDOT) Q1 2013 earnings report had to be that the company was shaking off the increased competition in the prepaid debit card arena. The long-term market leader famously plunged 50%% back in July of last year after forecasting that earnings would be greatly impacted by increased competition primarily from the Bluebird Card via American Express (NYSE: AMX) at Wal-Mart stores.

    Ironically, the leading more »

  • Zillow Is Worth How Much?

    By Mark Holder - May 15, 2013 | Tickers: LNKD, TRIP, Z

    As a leader in the real estate online market place, investors might be shocked that Zillow (NASDAQ: Z) is only worth $1.8 billion. The website has long been a go-to place to review houses for sale and home values, yet the level of revenue and market value might surprise investors. In fact, this investor regularly used the website back before the financial crisis in an era before Facebook and more »

  • The Organic Suppliers to Benefit from the Expansion of Organic Stores

    By Mark Holder - May 8, 2013 | Tickers: BNNY, BDBD, HAIN

    With the ongoing boom in natural and organic grocery stores, the apparent winners could be the suppliers of organic food. Not only are the major grocery stores moving more and more into organic foods, but also smaller specialty stores such as The Fresh Market and Sprouts Farmers Market are rapidly expanding.

    For investors who want to invest in the fast expanding sector, the question is whether to invest in the more »

  • Is This the Biggest Threat to the Major Airlines?

    By Mark Holder - May 8, 2013 | Tickers: ALK, JBLU, LUV, SAVE

    All of the benefits of consolidation undertaken by the major airlines to create three behemoths could unravel if new competitive threats enter the market. After decades of losses, new airlines entering the industry don’t appear as likely a threat as some of the established, more regional players aggressively expanding to fill the voids created by the mergers.

    Enter Spirit Airlines (NASDAQ: SAVE) as possibly the biggest threat to the more »

  • Lots to Like at Trulia Except the Stock Price

    By Mark Holder - May 6, 2013 | Tickers: MOVE, TRLA, Z

    After the market close on Tuesday, Trulia (NYSE: TRLA) reported results that missed analyst estimates. The stock though jumped after hours based on the rapid revenue growth and guidance.

    The online marketplace for real estate has been on a tear of late and the latest news apparently didn’t disappoint those stockholders. Are investors overly excited about the prospects of a stock trading at nearly 10 times revenue estimates that more »

  • After the Selloff is The Fresh Market a Value Now?

    By Mark Holder - May 1, 2013 | Tickers: APO, FWM, TFM, WFM

    At the end of 2012, The Fresh Market (NASDAQ: TFM) could do no wrong as the stock traded at $62 with a lofty forward PE in the 30s. The stock had doubled in a 12-month period from the lows in August 2011.

    Back in January the stock sprung a leak on weak earnings and our research suggested that investors tread lightly. The fast growing fresh foods retailer traded at a more »

  • What Has Investors so Excited Over Angie's List?

    By Mark Holder - April 29, 2013 | Tickers: ANGI, TRIP, YELP

    For the second consecutive earnings report the stock of Angie’s List (NASDAQ: ANGI) has soared over 30%. Is this due to irrational exuberance or a change of fundamentals at the company?

    Angie’s List provides a web service that allows paid users the opportunity to find service providers recommended by the community. The company now has nearly 2 million users and spends a large percentage of revenue on sales more »

  • As Natural Gas Inventories Plunge, Investors Should Buy Exploration Stocks

    By Mark Holder - April 29, 2013 | Tickers: CHK, RRC, SWN, WPX

    With natural gas and coal stocks trading at 52-week lows, the market continues to ignore the very bullish natural gas weekly inventory reports. In fact, the reports are now mostly glazed over in the financial media.

    For those that missed the report this week, the weekly inventories rose by 31 Bcf. While less than the 33 Bcf expected gain, the gain is actually significant as the inventory level over the more »

  • The Positive Beat Continues for the Airlines

    By Mark Holder - April 27, 2013 | Tickers: AAMRQ.PK, DAL, LCC

    Only a month ago this article theorized that airlines might finally be investable. Fortunately both Delta Airlines (NYSE: DAL) and US Airways Group (NYSE: LCC) obliged the theory by reporting strong Q1 earnings. A quarter that is typically the weakest actually turned solidly profitable for two of the market leaders. In fact, Delta claimed the highest profit in over a decade.

    Unless new competition comes out of left field or more »

  • Is Verizon About to Peak?

    By Mark Holder - April 24, 2013 | Tickers: T, S, VZ, VOD

    With domestic wireless markets maturing, is Verizon Communications (NYSE: VZ) about to peak? The slow growing company has already gained roughly 40% in the last 12 months and has gone near parabolic this year jumping $11 in the last few months. Just how high can this stock go now that it has an enterprise value approaching $200 billion trade?

    Verizon is a leading domestic telecommunications company with a 55% ownership more »

  • Facebook No Longer Home to Teens

    By Mark Holder - April 23, 2013 | Tickers: FB, GOOG, YELP

    A few weeks back, Facebook (NASDAQ: FB) announced the Home function that again grabbed the media attention similar to Graph search back in January and several other initiatives recently. While the market continues to debate the importance of these new functions, it continues to ignore that teens are leaving the social network in the millions. This is good news for stocks such as Google (NASDAQ: GOOG) and Yelp (NYSE: YELPmore »)

  • As Natural Gas Inventories Plunge, Investors Should Buy Oil Service Stocks

    By Mark Holder - April 23, 2013 | Tickers: CJES, NES, SLCA

    Based on the limited positive reaction of natural gas and coal stocks, the market continues to ignore the very bullish natural gas weekly inventory reports. In fact, the reports are now mostly glazed over in the financial media.

    For those that missed the report last week, the weekly inventories for the first full week of April dropped 14 Bcf. While less than the 21 Bcf expected drop, the small decline more »

  • Not Impressed With the CSX Buyback Plan

    By Mark Holder - April 22, 2013 | Tickers: CSX, NSC, UNP

    The purpose of a stock buyback plan should be to utilize excess cash to buy a significantly undervalued asset. In this case, the undervalued asset is the stock of the company involved. In order to even announce a buyback, the stock should be significantly cheap on a historical basis and future earnings expectations. For the stock to be significantly cheap, the company should be in a position that existing cash more »

  • As Natural Gas Inventories Plunge, Investors Should Buy Oil Service Stocks

    By Mark Holder - April 17, 2013 | Tickers: CJES, NES, SLCA

    Based on the limited positive reaction of natural gas and coal stocks, the market continues to ignore the very bullish natural gas weekly inventory reports. In fact, the reports are now mostly glazed over in the financial media.

    For those that missed the report last week, the weekly inventories for the first full week of April dropped 14 Bcf. While less than the 21 Bcf expected drop, the small decline more »

  • As Natural Gas Inventories Plunge, Investors Should Watch Coal Stocks Again

    By Mark Holder - April 5, 2013 | Tickers: ANR, ACI, KOL, BTU

    Based on the reaction of natural gas and coal stocks on Thursday, it appears that the market ignored the very bullish natural gas weekly inventory report. In fact, the report was hardly mentioned in financial media.

    For those that originally missed it as well, the weekly inventories for the last full week of March plunged 94 Bcf. In fact, the plunge was so significant that the inventory level dropped below more »

  • 3 Stocks to Exit Soon With Plunging Net Payout Yields

    By Mark Holder - April 1, 2013 | Tickers: CPB, CB, TRV

    With dividends and high yields in vogue these days, investors need to be careful that they don’t overpay for these stocks. Some of the stocks have performed so well over the last couple of quarters that their share prices have surged 30-50% during that time period, which is odd for multi-billion dollar consumer goods and insurance stocks.

    This issue faces the investors in Campbell Soup (NYSE: CPB), Chubb (NYSE: CBmore »)

  • Cash Flowing with Ocwen Financial

    By Mark Holder - March 29, 2013 | Tickers: NSM, OCN, WAC

    The mortgage servicing business has become a very profitable business since the financial crisis as large banks have sold the rights to smaller, focused firms such as Ocwen Financial (NYSE: OCN). The ongoing trend of banks selling off non-core servicing assets is expected to continue as many large and some regional banks see the servicing of delinquent loans as harmful to the banks consumer franchise--not to mention the fact that more »

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