Tag Archives: Long Ideas

What ZipRealty’s Results Tell Us About the State of Housing, ZIPR’s Path to Profitability

August 6, 2009 – 12:57 pm

We are somewhat surprised that there aren’t more people following the results of ZipRealty on a regular basis.  We understand the stock trades almost on a “by appointment” basis, as exemplified by the 2700 total shares that have traded since the company reported results.  However, from a market perspective ZIPR has broader exposure than almost all of [...]

By PAA Research | Posted in Housing, Long Ideas | Also tagged , , | Comments (0)

Heading Back to the Sugar Shack: Long Imperial Sugar Company (IPSU)

August 4, 2009 – 9:46 am

It might not be well known to most equity investors but the global market for sugar has been on a tear lately. Just this week, the price of raw sugar traded on ICE Futures hit a three and a half year high. This is due in large part to raw sugar cane crop shortages in India [...]

By PAA Research | Posted in Commodities, Long Ideas, Sugar | Also tagged , , , , | Comments (4)

The Brink’s Company Is STILL a Good Place to Keep Your Cash

July 30, 2009 – 3:36 pm

In our original post on the Brink’s Company, we argued that the company would perform well in the current economic environment based on the steady secular growth of cash in circulation (cash is still king), expansion of the number of ATM’s in place on a global basis, and continued expansion of retail banking locations. Brink’s has a steady business [...]

By PAA Research | Posted in Business Services, Long Ideas | Also tagged , , , | Comments (0)

Addressing the Most Pressing Questions From Our Readers About THQI Today

July 29, 2009 – 2:55 pm

It has never been our intention to write about one company on a daily basis or give our thoughts about every single earnings release (there are plenty of traditional sell-side firms that do a reasonable job of the pre and post-view of any given quarter).  However, we have received a flood of questions today about [...]

By PAA Research | Posted in Long Ideas, Uncategorized, Video Games/Interactive Entertainment | Also tagged , , , , , , , , , | Comments (0)

What to Expect for THQI’s 1Q10 Earnings Release; How Will Management Handle Guidance?

July 28, 2009 – 11:50 am

THQI will release its 1Q10 earnings after the market close today.  The company will host a conference call at 5PM EST.  You can listen in here.  We have written at length about the strong sales of UFC over the course of the quarter and the reasonably positive reception to Red Faction: Guerilla, one of the company’s [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , | Comments (0)

THQI: UFC Undisputed 2009 3MM Units Sold and Counting….

July 12, 2009 – 1:20 pm

At a fan expo for UFC 100, the chairman and CEO of UFC, Lorenzo Fertitta made a few comments about UFC Undisputed 2009 and responded to a question about Electronic Arts’s imminent foray into the MMA space. Here is what he said in response to the question “If a fighter signs with EA Sports, [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , , , , , , | Comments (0)

Recent Correction in ARP Shares Brings the FCF Yield Back to 20%+

June 24, 2009 – 10:23 am

Since reaching its YTD high of $10.11 on June 5, ARP shares have witnessed a 20% correction. At today’s price, ARP shares now sport a free cash flow (FCF) yield of 20%. After generating $20 million in FCF in the first quarter, we think ARP is well on its way to generating $70+ million [...]

By PAA Research | Posted in Business Services, Long Ideas | Also tagged , , | Comments (0)

THQI: Nothing Wrong, Except the Technicals – The Catalysts for THQI Shares Now

June 16, 2009 – 8:30 am

We have received a ton of questions about THQI shares in the past few days. Since closing at a year-to-date high of $8.93 on June 10th, the stock has sold off 15.3%, including a 10%+ sell-off yesterday on more than three million shares. People want to know what’s wrong, our answer is nothing. [...]

By PAA Research | Posted in Long Ideas, Video Games/Interactive Entertainment | Also tagged , | Comments (1)

The Brink’s Company (BCO): A Safe Place To Keep Your Cash

June 8, 2009 – 9:58 am

If we have learned anything over the past 12-18 months, it has been that “cash is king”. Interestingly enough, not only is cash king, but it is also a significant growth business on a global basis. Even with the proliferation of credit and debit cards, the amount of cash in circulation globally continues [...]

By PAA Research | Posted in Business Services, Initial Investment Idea Write-ups, Long Ideas | Also tagged , , | Comments (0)

Chairman Schapiro’s Testimony Highlights an Increasingly Active SEC – HURN Will Benefit

June 2, 2009 – 1:14 pm

Mary L. Schapiro, Chairman of the Securities and Exchange Commission (SEC) testified before the Subcommittee on Financial Services and General Government today. The purpose of the testimony was to provide an update on the efforts the SEC has taken since the start of the year to enhance investor protection and improve market confidence. [...]

By PAA Research | Posted in Business Services, Long Ideas | Also tagged , | Comments (0)