Q2 2018 Updates (HRI, APVO & CNDT)
Herc Holdings (HRI) Herc Holdings (HRI) enjoyed the strong positive trend in the rental equipment market in the US and continued to grow in the second quarter of 2018. Revenues grew by 16.8%, EBITDA increased…
Articles by Yinon Arieli
NN Group keep growing and improving
NN Group released an excellent 2Q report, with impressive improvement in all financial parameters. The company has also announced the acquisition of Aegon’s life insurance and pension operations in the Czech Republic and Slovakia, so…
VOYA is on the way to be acquired
VOYA wants to stay only with the retirement activity and investment management. According to Insurance Insider, the company appointed Morgan Stanley to promote a sale of its $1 billion life insurance business. Meanwhile, the company’s…
Which is my favorite stock?
Of course CONE. The data storage provider CyrusOne (CONE) continued to grow nicely in the second quarter. Sales grew by 18% and adjusted EBITDA grew by 22% compared to the same quarter last year. During…
Has BHF reached the bottom?
One of the weakest shares of the portfolio is Brighthouse Financial (BHF). BHF’s activity is very simple – it offers its customers life insurance and annuities for a monthly premium. In practice, its financial statements…
SELL LILAK as uncertainty in Latin America continues
I know John Malone (the owner of Liberty Latin America) wouldn’t agree with this, but I decided to sell LILAK at an average price of $18.96. Despite the return to normal activity in Puerto Rico after the hurricane…
Buy the commercial centers REIT Retail Value
I bought Retail Value (RVI) to the portfolio at an average price of $33.3. I think the stock is worth at least $50 even in a conservative scenario and over $60 in an optimistic one….
Brief Updates
About a year and a half after spinning off from the parent company, the retail electricity provider Vistra Energy is much more familiar company among investors. Eleven analysts review it with an average target price…
What is a Net-Net stock and why it’s so attractive?
The (imaginary) shoe company “The Green Shoe” has managed to increase its sales and profits every year, and its shares price has increased accordingly. And then, surprisingly, its largest customer, consisting approximately 60% of its…
Is BHF a value play or value trap?
Shares of the insurer Brighthouse Financial (BHF) are experiencing a negative trend recently. On the one hand, the share seems undervalued by any parameter you look at, but on the other hand, at least until…