Brian Nelson

Ancestry.com Says NBC Will Not Renew Its Television Show; We Still Like the Shares

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This article appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/586801-ancestry-com-says-nbc-will-not-renew-its-television-show-but-we-still-like-the-shares Ancestry.com () announced today that NBC has decided not to renew its television series Who Do You Think You Are? for a fourth season. Though this wasn’t totally unexpected as we had sensed some nervousness by management about the potential for a renewal during its fourth-quarter earnings call (and its blanket “no comment” response on its first-quarter call), we are viewing such a disappointment as far from tragic. The biggest initial impact from the loss of the show will be in the first quarter of next year, but due to general seasonal strength in the business during that time of year, the headwind may still be a bit muted. We are … Read more

Our Investment Research Services for Advisors

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Valuentum Investment Research Services for Financial Advisors Financial advisors depend on Valuentum’s independent insight to save time and make sound decisions about what securities to buy or sell. We provide training and support for our systematic equity research methodology, transaction alerts of stocks in our portfolios, and regular commentary about actionable industry trends and stocks in the news. Our reports can act as a primary source for your analysis or complement other research. << Subscribe to our Financial Advisor Services << Contact Sales  Market-beating, Actively-managed Portfolios We offer ongoing access to our market-beating Dividend Growth portfolio and Best Ideas portfolio. Both portfolios are actively-managed by Brian Nelson, CFA, President of Equity Research, and represent the cream of the crop in terms of investment ideas for income … Read more

Monster Puts Up Fantastic Quarter; We Expect to Raise Our Fair Value

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Monster Beverage (MNST), formerly known as Hansen, posted strong first-quarter results Wednesday that exceeded even our optimistic forecasts. We are placing the company under review while we re-evaluate our forward-looking assumptions. Subscribers should expect a material upward revision in our estimated fair value of the energy-drink maker. Net sales advanced 27.5%, to $454.6 million, while the company’s gross margin advanced a full percentage point, to 53.1%. The strong revenue expansion continues to be bolstered by continued growth in its new Monster Rehab line, which has tremendous consumer appeal. Impressively, the company leveraged its top-line expansion and better gross margin to nearly a 43% increase in quarterly operating income from the same period a year ago. Its operating margin was 27.8% … Read more