Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Time to Wager on Youbet.com
- Over the past year, the Russell 2000 Index sank 39%, similar to the S&P500’s 41% decline. Over the past three months, the Russell’s decline of 15% is slightly worse than the S&P’s down 12% performance. However, from the lows of last fall, some small-cap names have moved higher, including j2...
- External links 2009-03-23
- Youbet Waves White Flag and Surrenders to Churchill Downs
- As we waited for Youbet's UBET 3Q09 conference call to begin yesterday, a surprise press release crossed the wire: Churchill Downs Incorporated to Acquire Youbet.com, Inc. For all of the reasons detailed in our prior posts, we didn't expect to see a near-term sale to Churchill Downs CHDN. That said,...
- External links 2009-11-12
- PetMed Earnings Come Up Short
- In Sunday's post, we pointed to several potential sell signals for PetMed Express PETS: insider selling, still large short interest, and bearish moves in option activity per another source, as well as a fair valuation indicated by our own model aside from DCF valuation. We also mentioned that the company's...
- External links 2009-10-19
- PetMed Express: The Type of Business We Like to Own
- PetMed Express (PETS, $19.66) reports F2Q10 September results this morning before market open. We suspect the results will be just fine and the company has a history of beating Wall Street expectations which is perilous in the event of a disappointment: by Jeffrey Walkenhorst
- External links 2009-10-19
- j2 Global Results Confirm That eFax Lives On
- On Wednesday afternoon, j2 Global Communications JCOM reported 2Q09 results that confirmed our view that eFax is still alive. Unlike last quarter, when j2 reported an 11% Y/Y increase in net income and the stock went down -- which didn't make one iota of sense -- this time, j2 reported...
- External links 2009-08-07
- Don't Dismiss American Oriental Bioengineering's Franchise Value
- This week presented much to digest regarding American Oriental Bioengineering AOB. The company reported June quarter results, lowered 2009 net income guidance, launched new product Jingwei Capsules, and responded to a short seller's research report published on 8/5/09 that significantly pressured AOB's shares. Results reported this morning fell slightly short...
- External links 2009-08-07
- Youbet: Still an Attractive Stock, Despite the Decline
- Small-cap stocks can move quickly, up or down. Just one week ago, shares of Youbet.com UBET touched $3.79 intra-day and now the stock is down 17% from that level. Meanwhile, the S&P 500 is actually up 2% over the last week. We note that the decline occurred on volume lower...
- External links 2009-08-07
- PetMed Express: Results Reaffirm Franchise's Strength
- Last week, we explained why we think PetMed Express PETS is a fantastic franchise. We even went so far as to suggest that the company might meet Berkshire Hathaway (BRK.A) Vice Chairman Charlie Munger's definition of a great business, the kind where an investor might be able to purchase, sit...
- External links 2009-07-20
- Youbet.com: Free-Cash-Flow Yield, Fundamentals Support Valuation
- We've received questions on Youbet.com (UBET, $3.37) and whether we're now sellers after the big run from the bottom over the past six months, aided by the recent addition to the Russell 2000 index.Answer: not yet, although we may begin to reduce our exposure if the free cash flow...
- External links 2009-07-19
- Why Hazardous Waste Companies Are Hazardous to Your Portfolio
- Two companies we analyzed over the past year are Clean Harbors CLH and American Ecology ECOL, both of which are engaged in the business of collecting hazardous and non-hazardous waste. American Ecology even handles radioactive waste, which is a highly specialized endeavor. Each company has established powerful franchises that arguably...
- External links 2009-07-06
- Time to Go to Cash... Or Is It?
- In recent months, we've heard a refrain from some professional investors that it's "time to go to cash". The premise is that the Market has gone too far too fast amidst a still struggling economy and is now set for a major decline this week, or next week, or the...
- External links 2009-11-17
Additional Resources
- Flextronics International Ltd F2Q08 (Qtr End 9/28/07) Earnings Call Transcript
- Question-and-Answer SessionOperator : Thank you. [Operator Instructions]. Amit Daryanani from RBC Capital Markets, your line is open. Amit Daryanani - RBC Capital Markets Thanks. Good afternoon, guys. Just a really quick question. Just some news out of Asia earlier this month, I think regarding FLEX signing...
- Earnings calls 2007-10-24
- Full Transcript of Ericsson’s 3Q05 Conference Call — Prepared Remarks (ERICY)
- Earnings Call ExcerptHere’s the entire text of the prepared remarks from Ericsson’s (ticker: ERICY) Q3 2005 conference call. The Q&A is here. We recognize that this transcript may contain inaccuracies - if you find any, please post a comment below and we’ll incorporate your corrections. And please note: this...
- Earnings calls 2005-11-07
- << Previous
- page 1 of 1
- Next >>
