Q3 2017 update: Cars.com, APVO & VDTH
Cars.com sales in the third quarter were similar to those of Q3 2016, with a decline in profitability due to its transformation into a public company. The company estimates a slight 1% drop in sales…
Articles by Yinon Arieli
Q3 2017 update: Strong growth at Legacy Education
Legacy Education (LEAI) reported strong third quarter 2017 results recently. Revenue grew by 12% year-over-year to $25.2 million. Most growth came from offshore markets, which comprised 43.7% of total revenue, up from 38.7% in 3Q16….
Bagger Dave’s Burger Tavern – Asset Play or Value Trap?
At the end of December 2016, Diversified Restaurant Holdings (SAUC) completed the separation of Bagger’s Dave’s Burger Tavern (BDVB) through a spin-off. Bagger Dave is a small fast-food chain with 15 branches in Michigan, Indiana,…
Q3 2017 update: Strong quarter for Herc Holdings
A very strong quarter for Herc Holdings (HRI), with 14.7% growth in sales and a 16.2% increase in EBITDA for the equipment rental division. The Company continued to improve its EBITDA margin to 38.6%. This…
Q3 2017 update: VOYA Financial continues to grow
Note: Voya Financial (VOYA) was bought 4 years ago for my Hebrew version portfolio in but is not included in the LongRunPlan portfolio, so this is not a buy recommendation, just a tip for an interesting stock. You can read…
After a 10% drop yesterday – should you buy HBB?
Hamilton Beach Brands Holding Company (HBB), which I wrote about recently, plunged almost 10% yesterday to $32, close to my BUY target price of $30 per share. The company’s quarterly report was disappointing, but it…
Liberty Global is planning to spin-off LILAC before year end
The Latin America and the Caribbean cable company – LILAC, reported steady results for the third quarter of the year. The company added 40,000 new subscribers, mainly in Chile, where revenue grew 9.4% year over…
Should we sell AFI and BNED?
The resilient and wood flooring products seller AFI and the educational bookstore operator BNED both lost much of their value recently. AFI seems to be experiencing a higher-than-expected competition, making it difficult to grow. In…
Vistra Energy acquires Dynergy in a share swap deal
It is now official – Vistra Energy acquires Dynergy in a share swap deal. For each DYN share, 0.652 new shares of VST will be issued, meaning that VST is acquiring DYN at a value…
Will Vistra Energy acquire Dynegy?
I already mention it in the past, but yesterday the Wall Street Journal reported that Vistra Energy is near a closure of a deal to acquire Dynegy. Deal talks have been on and off since…