Bubble in IPOs – Is there an upside to CarGurus?
CarGurus operates a popular online platform to connect sellers and buyers of new and used cars. Its revenues grew by 100% in 2016 and 70% in the first half of 2017. Growth was supported by…
Articles by Yinon Arieli
Hamilton Beach Holdings – A great Company at fair value
It’s hard to understand the logic of combining a coal mining company with an electric household appliance company, and that’s probably why NACCO Industries (NC) has recently separated Hamilton Beach Holdings (HBB) through a spin-off….
Why did APVO jump yesterday?
If you wondered why APVO jumped yesterday, it’s probably because Piper Jaffray yesterday initiated a coverage on the Biomed company with an ‘Overweight’ rating (meaning an expected return larger than the market) due to recent positive…
Not bubbly but expensive – Time to exit the Stock Market?
The stock market continues to climb and break records. Since the beginning of the year, US indices have already yielded double-digit returns (my spin-off portfolio in this site is already up 21.5% YTD). Even the…
APVO is up 100%, Sell half of the position
APVO shares are jumping by more than 100% in the Pre-Market trading, so I decided to sell half of the position (at an average price of $2.6). * * * What is the reason for…
Why is BNED falling today?
What would you do if you saw the following headline? You would run to sell the stock, which may be why BNED is falling 15% today… Sucks, but the thing is, the quarterly loss is…
APVO – should you stay or should you go?
I’ve said more than once (and I’ll repeat it in the future) that APVO is a high-risk biotechnology company, so its share is likely to be very volatile. Still, I did not expect such a…
BUY Brighthouse Financial – the cheapest insurer on Wall Street
I bought Brighthouse Financial (BHF) at an average price of $55.75 . Brighthouse is the tenth-largest profitable US life insurance and annuity Company, recently separated from the Metlife. It is traded at the lowest valuation…
Sell UNIT as risk is currently larger than reward
I decided to sell Uniti Group (UNIT) at an average price of $19.70. The company did publish excellent results for the second quarter, but 70% of its revenue is still coming from its former parent…
Why AFI dropped 18% today?
North America’s largest producer of resilient and wood flooring products – Armstrong Flooring (AFI) plunged 18% today. Why? Because the company posted weak second quarter results with 8.1% decline in revenue ($297.3 million compared to…