Ad-Tech And Perion Are Coming Back, Fast

Perion Network Ltd. (NASDAQ: PERI) is on a turnaround path for the last three years and the company’s three-pronged approach is starting to deliver, just when the digital advertising industry is showing signs of stability after suffering one of worth downturns due to Covid-19. The stock is trading around levels seen five-year ago and this combination of business turning around and the industry fundamentals stabilizing do offer an opportunity to the stock to break out of the range. After the weak second quarter, Perion has come back fast. When many…

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With Gaming Getting Re-Rated, Time To Look At SciPlay

SciPlay Corporation (NASDAQ: SCPL) is one gaming play that is delivering but investors by and large continue to ignore the name. Yes, the story is not as sexy as some of pure-play digital sports betting plays like DraftKings Inc. (NASDAQ: DKNG), but now that there is a growing consensus among investors that the broader gaming sector is ready for a re-rating, SciPlay deserves another look. The company is a subsidiary of Scientific Games Corporation (NASDAQ: SGMS), a stock included in our most recent list of top ideas for the week.…

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Lasa Supergenerics Is An API Manufacturer Worth Noticing

Lasa Supergenerics Limited (NSE: LASA), an India-based microcap API manufacturer focusing on the veterinary market seems ready to benefit from the global move to reduce reliance on China for the supply of APIs, which are used in the production of medicines. These favorable macro tailwinds will help put the spotlight on a company that is fast positioning itself as a supplier of choice for animal medicine manufacturers. Over the last 12-18 months, the company has overcome some of the legacy management and market issues dogging revenue growth and profitability, refined…

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GameStop Stock Is Just Starting

GameStop Corp. (NYSE: GME) stock is up over 100% over the last eight weeks, impressive performance compared to both the broader market as well as the retail sector, and now with the markets taking a breather, investors are bound to question whether its time to book profits. The market, fearful of the rise in online games, continues to see the business as a relic of the past when consumers were going to physical stores to buy, sell, and trade-in video game titles, ignoring the power of its strong franchise in…

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R1 RCM Is A Rare Health Tech Winner

R1 RCM Inc. (NASDAQ: RCM), a provider of ‘revenue cycle management’ services, i.e. services ranging from patient registration to bill collection, to healthcare providers, is one of the beneficiaries of healthcare providers outsourcing front-end services. Usually, the healthcare industry, in general, is one of the slowest adopters of technology and outsourcing services, which is one of reasons space doesn’t either grow or command the trading multiple like high-growth tech niches, e.g. Cloud, but RCM seems to be making the right moves in terms of both revenue growth and profitability, shrugging…

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Lighter Bristow Can Fly Higher And Faster

Value investors are known to look beyond the near-term issues of a business that offers long-term promise, which is why they should look at Bristow Group Inc. (NYSE: VTOL), a leading helicopter operator with significant exposure to the oil & gas industry. Given the market’s love for anything but growth, the stock has limited Street coverage, even though the new post-merger combined Era-Bristow entity is not just one of the top helicopter operators but also one of the major service providers for out of favor oil & gas industry. Yes,…

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PVH Because Tommy And Calvin Finally Moving Online

PVH Corp. (NYSE: PVH), manager of Tommy Hilfiger and Calvin Klein brands among others, is finally addressing issues that have dogged the stock long before Covid-19 hit, i.e. too much reliance on brick and mortar stores, underperforming businesses like Heritage, inflating cost structure, high inventory, and translating success in the international markets to North America. Even though topline revenue is suffering from store closures, reduced operating hours at stores, and occupancy restrictions, the company’s brands continue to be popular, demand for casual ‘athleisure’ goods is strong, and the environment for…

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Signet Is A Jewel Worth Looking Closely

Signet Jewelers Limited. (NYSE: SIG) was one another retailer that was thrown away by the market scared and uncertain about the extent of the damage that Covid-19 and lockdown would have on the retail sector. As a jewelry retailer, the business was set to suffer from not just the lockdown but also a low appetite for luxury goods in a weak economy as well. But the company has proven most of those concerns wrong. Indeed, the comeback helped by strong online sales seems to suggest that the business is proving…

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Vera Bradley Is Fashionable Again

Vera Bradley Inc. (NYSE: VRA), with help from its recent acquisition – Pura Vida, is turning around fast and worth a closer look, since the stock that has long been forgotten by investors and now showing signs of a comeback is still being shrugged off as a ‘dead cat bounce’ due to investors busy bottom fishing in an expensive market. We believe the company is uniquely positioned in a market where casual and leisure brands are making a comeback. The Vera Bradley brand is showing a comeback, on the back…

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Caleres Is Out Of The Woods

For a while now, Caleres Inc. (NYSE: CAL), like many other retailers, was treated as a business that could very well go bust during the downturn given the company’s reliance of brick and mortar sales, relatively high debt, an elevated level of expense structure and low margins. But there is now ample evidence to suggest that the business is firmly out of the woods and rather than concerns related to the survival of the franchise, investors can once again focus on the catalysts that can take the realigned business to…

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