Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Millicom Posts Decent Numbers, but Why Does the Stock Drop?
- Stone Fox Capital submits: Millicom posted good Q3 earnings numbers yesterday. That's the good news. Unfortunately Millicom International Cellular's MICC stock dropped 33% yesterday. It's difficult to follow what the market saw that was so scary about the report. A 27% increase in revenues followed by a 25% increase in...
- External links 2008-10-22
- Can the Terra Board Afford Not to Accept Sweetened CF Bid?
- Stone Fox Capital submits: Last week,CF Industries CF upped its bid for Terra Industries TRA from its prior bid of 0.4129 to 0.4539 shares to 0.465 CF shares. The deal currently values TRA at nearly $39 share (.465 x $83 CF share) or 30% above its Friday closing price of...
- External links 2009-08-10
- Terremark Wordwide: Highly Leveraged Obama Play
- Stone Fox Capital submits: One way to play the ever growing government reach under the Obama administration is to invest in internet companies that are helping the governments promise under Obama to be more transparent and internet centric. Terremark TMRK fulfills that role as the Data Center operator that now...
- External links 2009-08-20
- Focusing on BP for Its Net Payout Yield
- Stone Fox Capital submits: With the crazy market of the last year, it's been difficult to focus on the Net Payout Yield stocks in our portfolios. The Net Payout Yield is the combination of the payout from a dividend and any stock buyback divided by the market cap of a...
- External links 2009-09-03
- Genesis Lease Confirms M&A Discussions with AerCap
- Stone Fox Capital submits: In a rather unusual twist, Genesis Lease GLS confirms that they are actually in M&A discussions backing up an earlier story from Monday. No guarantee that it will work out, but it's surprising to see that the article was at least partially accurate. In the past...
- External links 2009-09-15
- Has Local.com Finally Turned the Corner with a Top 10 Search Ranking?
- Stone Fox Capital submits: After reporting Q2 numbers that we'll discuss in more detail later on, Local.com LOCM showed signs of actually starting to turn the corner from a serial disappointing money loser to a fast growing money maker. Then on Sept 14th, Nielsen reported that little $60M market cap...
- External links 2009-09-23
- Net Payout Yield Focus: Yum Brands
- Stone Fox Capital submits: Yum Brands YUM has been a desirable investment over the last few years because of its presence in China with KFC. As of September 30th, YUM caught our attention as a potential Net Payout Yield stock. On that day, YUM announced a 11% dividend increase and...
- External links 2009-10-14
- Buy Bronco Drilling on Continental Resources Rig Expansion Plan
- Stone Fox Capital submits: Continental Resources CLR announced early today a huge expansion in their drilling plans for the Bakken Shale in the Montana and North Dakota area. Forbes.com has some info about the move. Basically CLR had originally expected to end 2009 with 6 rigs working, but now they...
- External links 2009-11-06
- Why Do Investors Continue to Pour Money into Bonds?
- Stone Fox Capital submits: According to this report from Morningstar, investors continue to pour money into fixed income funds and out of equities. Amazingly though more money has come into the market this year then was pulled out in 2008, but just about all of the gains went directly into...
- External links 2009-11-13
- New CEO Bodes Well for Kona Grill
- Stone Fox Capital submits: Kona Grill KONA has long been a favorite concept of Stone Fox Capital with its blend of sushi with western foods, but it clearly lost its way over the last couple of years due to questionable management. Last Monday, KONA announced a new CEO plus a...
- External links 2009-11-13
- Why Is FCStone Trading Above Its Takeover Price?
- Stone Fox Capital submits: After closing up 8% today following a nearly 10% gain Thursday, FCStone FCSX is trading at $5.59 which is above the $5.25 price of the takover offer from International Assets IAAC (.295 shares at $17.8). Somebody clearly thinks another bidder is lurking. While this could be...
- External links 2009-08-02
- Rigel Pharma: The Importance of Knowing Your Stock
- Stone Fox Capital submits: Last Thursday night, Rigel Pharma RIGL released disappointing results on its TASKi3 Phase 2b study on Rheumatoid Arthritis (RA). The results showed that the placebo worked basically as well as the R788 pill. Now here is where you need to understand the stock and what was...
- External links 2009-07-29
- FCStone Is Still Growing!
- Stone Fox Capital submits: Maybe it's the fact that FCStone FCSX kinda rhymes with Stone Fox that we've liked this stock since its IPO. Or maybe the fact that it is a commodity risk management company that came public during the great commodity boom. FCSX has generally reported strong results...
- External links 2009-01-20
- Williams Companies: Icahn Snoops Around Again
- Stone Fox Capital submits: According to the Tulsa World, Carl Icahn and his firm has significantly added to his purchase in Williams Cos WMB. WMB is now his 5th largest holding according to the article behind the likes of Yahoo YHOO, Biogen BIIB, Motorola MOT, and Anadarko APC. The investment...
- External links 2009-02-15
- Regions Financial Rebukes Treasury Findings
- Stone Fox Capital submits: From the PR on Regions' RF website, RF isn't too happy with the stress test results showing they need to raise $2.5B of additional capital. For the most part, RF has been relatively quiet during the whole turmoil in the financial markets. It's encouraging to see...
- External links 2009-05-08
- Net Payout Yield Make CSX Attractive
- Stone Fox Capital submits: Railroad stocks like CSX CSX have been out of favor for awhile because of declining shipments. CSX though continues to maintain a 2.8% dividend that, while attractive, is not overwhelming in this environment where stocks move up or down by 20% sometimes in a day. We...
- External links 2009-05-11
- FCStone: Worth Another Look
- Stone Fox Capital submits: FCStone FCSX is a compelling story that fell off the face of the market in 2008. It went from reporting a $78M profit in the year that ended in August 2008 to being worth hardly more then $30M. This was largely due to a trading account...
- External links 2009-05-21
- Alvarion Stock Incredibly Cheap, Even without Open Range Deal
- Stone Fox Capital submits: As hinted Tuesday, including on my instablog, Alvarion ALVR officially announced a deal that will exceed $100M over 5 years. Now the deal is with Open Range instead of Clearwire CLWR. Open Range is a company I've never heard of so I was skeptical at first....
- External links 2009-06-18
- Swapping CSX for UPS
- Stone Fox Capital submits: For transporters, the cost of gas will be a 'driving' force in future profits and the ability to transport more commodities and less retail products will be beneficial. For that fact, we have decided to swap shares in [[UPS]] for a bigger focus on [[CSX]]. Both...
- External links 2009-07-01
- Why Netflix Is a Short
- Stone Fox Capital submits: Netflix NFLX has been a favorite short target of Stone Fox for a while. Luckily we've never engaged in more than short term short positions on this stock as it's been one of the bright performers during this recession. The recession and high gas prices have...
- External links 2009-07-10
- << Previous
- page 1 of 2
- Next >>
