Brian Nelson

Sizing Up the Long-Term Growth Potential of Buffalo Wild Wings

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/271459-sizing-up-the-long-term-growth-potential-for-buffalo-wild-wings  A restaurant focused on the concept of wings, beer, and sports seems like nothing special, but Buffalo Wild Wings (BWLD) certainly has carved out a solid presence in this arena. With each restaurant boasting an extensive multi-media system (projection screens, 50 televisions, etc.), a full bar and open layout, “B-Dubs”, as it is commonly known, has become the place of choice for many social chicken-wing lovers. Thanks in part to its widespread appeal, the firm has experienced tremendous growth during the past number of years as revenue has more than doubled since 2006. Management also expects to open more than 100 new restaurants in 2011. But how long can this … Read more

Initiating Coverage of LinkedIn at $45 Fair Value

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/271173-initiating-coverage-of-linkedin-at-45-fair-value Although LinkedIn (LNKD) appears to have carved out a nice niche in the professional-networking arena, the firm has quite a bit of work to do to effectively maximize its revenue platform, and competition from a plethora of potential rivals (including Facebook and Google) may inevitably cause long-term head winds. Still, the firm’s revenue trajectory will be stellar during the next few years, and translating this growth to the bottom line will largely hinge on its ability to leverage infrastructure and marketing costs. I am initiating coverage of LinkedIn with a $45 per share fair value estimate; revenue estimates at $496 million in 2011, $831 million in 2012, and $1.2 billion … Read more

Is AMR’s Equity Practically Worthless?

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/270933-is-amrs-equity-practically-worthless As outlined in “Why Airline Stocks Are Not Long-Term Investments,” pegging a fair value on an airline’s equity is a nearly impossible task due to the tremendous operating leverage inherent to their business models and the fact that key valuation drivers such as unit revenue and unit cost are largely out of their control. That said, let’s take a look at what AMR’s equity investors have to overcome to recognize any value in their holdings. AMR’s pension obligations are staggering: ~$24 per share. Unlike peers that passed along their pension obligations to the Pension Benefit Guaranty Corporation via Chapter 11 reorganization (United Continental (UAL), Delta (DAL), etc.), AMR still retains … Read more

Republic Services: A Trash Stock Worth Picking Up

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/270758-republic-services-a-trash-stock-worth-picking-up As Benjamin Franklin once said, “nothing is certain but death and taxes.” If he had lived during our time, Franklin would probably have added a couple other certainties – and garbage would have been among them. The US non-hazardous solid-waste services industry generates annual revenue in excess of $50 billion, a staggering number just to keep our streets clean. Public companies (like Waste Management (WM), Republic Services (RSG), Waste Connections (WCN), etc.) dominate this market, generating greater than 60% of industry revenues and controlling an equal percentage of valuable disposal capacity. The top line for the group can be expected to expand at a nominal-GDP rate, with pricing growth in … Read more

Looking Beyond Boeing’s 787 Dreamliner

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/270296-looking-beyond-boeings-787-dreamliner Despite Boeing’s well-documented troubles with its revolutionary 787 Dreamliner, the aircraft will likely dominate the small wide-body jetliner segment for many years to come. Investors correctly remain focused on the plane’s first delivery later this year, and subsequent production ramp up to satisfy a massive backlog of unfulfilled orders. And while successful execution on its 787 program would be welcome news, especially as it eases inventory build and bolsters cash flow, looming threats posed to its workhorse 737 in the narrowbody arena— the largest market as measured by units and dollar-value during the next couple decades– should not be ignored. What once was a duopoly in the large commercial aircraft market … Read more

5 Reasons to Buy Ancestry.com

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This article originally appeared on Seeking Alpha. Please view disclosures: https://seekingalpha.com/article/270120-5-reasons-to-buy-ancestry-com It’s not every day that investors come across a firm with a cash-rich, subscription-based business model with substantial revenue growth prospects and operating-leverage tailwinds. And certainly one wouldn’t expect to find it with a name such as Ancestry.com. But whether you’re a family history buff or not, this name may be a perfect fit for the aggressive growth portion of your equity portfolio. Here are five reasons to buy this name at these levels: 1) Ancestry.com’s long-term market opportunity is phenomenal. 2) The firm’s incremental margins on new subscribers are more than triple that of current reported results, offering a long runway for earnings leverage. 3) Ancestry.com’s cash-rich, subscription-based business … Read more

High Yield Dividend Newsletter — $500/Year Special + Free Autographed Gift!

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Renew Your Subscription to Valuentum’s High Yield Dividend Newsletter at half off the regular annual price and receive a free copy of Value Trap: Theory of Universal Valuation autographed by author Brian Nelson. —  Use subscribe button below to begin subscription process. — Hi everyone!   Believe it or not, in just a few days, it will be 2020. Although we’ll be ushering in a new decade soon, the interest on certificates of deposit remain paltry these days, and the Federal Reserve has only cut rates a number of times during 2019, hurting savers.    Now more than ever, investors need new solutions and new options. The High Yield Dividend Newsletter is released monthly and offers a fascinating perspective on high-yield investing, in … Read more

Valuentum Analyst Quotes in the News

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Valuentum analyst quotes in the news… With cocoa butter costs rising, holiday sweets may cost more than trip to dentist 8 companies you didn’t know had so much money PepsiCo Americas Beverages Needs New Management Northern Trust attracting analysts, investors Cash flow makes Utah’s Ancestry.com attractive target Netflix ‘struggling’ to remain profitable, analysts say Ancestry Topping Facebook Cash Yield Lures LBO: Real M&A Why Homebuilder ETFs are Holding Their Own Baxter CEO Parkinson cashes in, reaps $14 million Oracle beat bodes well for Open Text AMR Faces Union Stalemate in Bid for $800 Million Labor Savings Shares of LinkedIn top $100

Valuentum Corporate News

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View a list of recent corporate press releases… Announcing Significant Navigation Improvements to Our Website! Valuentum Invited to Present at the World MoneyShow in Las Vegas! Register Free! Valuentum to Present at the AAII October 13 Valuentum Selects TradingView to Power Chart Functionality Expanding Our Research to Cover ETFs Releasing Our Most Advanced Stock Screener Yet — the Valuentum DataScreener500 The Valuentum Ideas100; A Compilation of the Highest-Quality Firms on the Market Today! The Valuentum Dividend100 Publication; A Must-Have For Any Income Investor Our Investment Research Services for Advisors Our Institutional Equity Research Services Digging Into the Valuentum Dividend Cushion Valuentum Selects Xignite to Provide Pricing and Financial Data for its Stock Reports Valuentum Begins Publishing 16-page Stock Research Reports … Read more