Day

June 19, 2013
Below is our most recent research report on a company that I find very interesting.  They have two outstanding quick service restaurant concepts that have been under-invested in.  I believe it has huge long-term potential. http://seekingalpha.com/article/1478771-fiesta-s-long-term-growth-potential-could-be-unlocked-by-an-equity-issuance-or-merger INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is our most recent research report on Superior Industries. http://seekingalpha.com/article/1480371-superior-industries-is-a-buyout-candidate-despite-new-plant-build INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.
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Below is my most recent research report on Salesforce.com.  This is a company that I believe is very deceiving in how it presents its financial results and it has a complicit analyst community, which focuses way too much on revenue growth and far too little on actual profitability or business value. http://seekingalpha.com/article/1482511-salesforce-com-the-charade-continues-with-recent-acquisition INVESTING IN THE...
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Below is our recent research report on Viacom.  We believe that the company’s strong competitive position and business economics will allow it to generate prodigious free cash flows.  The company has a solid capital allocation policy, which favors stock buybacks below intrinsic book value. http://seekingalpha.com/article/1508022-viacom-strong-capital-allocation-and-a-competitive-position INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT...
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I came across a prescient article discussing the dangers of mortgage REIT’s, particularly as interest rates begin climbing.  These companies’ use huge amounts of leverage to buy mortgage backed securities, and because they pay out the vast majority of net income as a dividend to shareholders’, the companies’ benefit from better tax treatment on the...
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