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National Presto: Investment Thesis Unchanged With DSE Acquisition

2013-11-18 22:05:09| Appliances - Topix.net

In my recent article on National Presto Industries , I estimated that the acquisition price for DSE would not exceed $9mm.

Tags: national investment acquisition thesis

An Overlooked Opportunity: White Wave Foods, A Long Thesis

2013-10-05 05:07:59| Food - Topix.net

Peter Lynch once said "The person who turns over the most rocks wins the game." Spin-offs are often rocks that are never looked under for value, and often present considerable upside.

Tags: long white opportunity wave

Apogee Enterprises: Long-Term Thesis Intact Despite Soft Quarter

2013-09-20 13:04:01| Industrial Machines - Topix.net

After it reported its FY14-Q1 in late June, I recommended Apogee Enterprises as a high-quality company led by a new CEO with significant margin expansion potential as well as a potential beneficiary of improved commercial construction, suggesting the stock could appreciate from 24 to 37.50-42 over the next 2-3 years.

Tags: enterprises soft quarter thesis

Goldman Sachs Upgrades Steven Madden Following Thesis Shift

2013-08-05 22:30:33| Footwear - Topix.net

In a report published Monday, Goldman Sachs analyst Taposh Bari upgraded Steven Madden from Sell to Buy, and raised the price target from $43.00 to $69.00.

Tags: shift steven thesis upgrades