Can Vistra Energy go higher?
The integrated power company Vistra Energy (VST) released excellent results for the first quarter of the year, but the real story is what will happen next. Now that the merger with Dynegy has been completed,…
Articles by Yinon Arieli
Is Cars.com going to be acquired?
Cars.com reported yesterday that it had signed an agreement with investment bank JPMorgan to find strategic options for the future, including an option to sell the company. I have no doubt that the reason for…
Q1 2018 updates
CONE – Strong growth continues. The stock is recommended for long-term holding. The data storage REIT CONE maintained its strong growth rate in the first quarter of the year. In my opinion, the current valuation…
Can APVO go much higher?
APVO has more than doubled since it entered the portfolio. This is not surprising in view of its success in realizing its holding in its three profitable drugs for about $75 million and as a…
Take some profits from CEIX
After the recent price jump, take some profits from CEIX. Keep a value of 5% from your portfolio – the ride is not over yet… CEIX released an excellent Q1 2018 report, which spurred the…
Apergy: a quality business trading at fair value
Apergy Corporation is a provider of oil and gas drilling technology solutions. It has large growth potential combined with very high profitability. But the stock is currently not undervalued enough to justify a BUY. After…
Why did CARS decline 9% yesterday?
The owner of the digital automotive marketplace business CARS published mixed results for the first quarter. On the positive side, it showed a 4% growth in revenue, which was accompanied by a 9% increase in…
Colony NorthStar Credit Real Estate (CLNC) is a BUY
Today I bought Colony NorthStar Credit Real Estate (CLNC) to the portfolio at an average price of $19.07. CLNC is the second largest US commercial credit real estate investment trust and it’s traded 30% below…
SELL Armstrong Flooring (AFI)
Today I sold all the positionĂ‚Â in AFI (at an average price of $12.33), at a loss of 27%. Despite the great potential, the company’s management disappointed me both in the absence of growth and in…
NN Group dividend – choose cash or stocks?
NN Group, again, allows us to receive the annual dividend in cash (1.04 euro per share) or by receiving new units from the share at the same value (Ex-date is on June 4th). As usual,…