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January 2011



Time for a Zumba COOL down?

January 18, 2011 – Comments (3) | RELATED TICKERS: COOL

COOL has run quite a bit recently behind the momentum of its Zumba fitness game for Xbox, Playstation, and WII which has shipped 500K units in Q1 2011 as reported on today's earnings call. At $1.40 there should be a short term pullback, but this stock has not had its last dance with only a 55m market cap and 10m in cash. COOL's 2011 earnings guidance called for $85 to $95 million in sales and 6-10 cents per share for the upcoming year. If we apply a foward P/E at the current industry average P/E of 22 we still have ourselves a stock that could groove its way to the $2 range based on current management guidance alone with no upside suprises. With such strong unit volume, it maybe that this dance party is just getting started.   [more]



Brighter Days for Solar Plays?

January 14, 2011 – Comments (1) | RELATED TICKERS: JASO

I was taking a look at JASO today and have decided there is a lot to like from a valuation perspective. There is a fair amount of skepticism that has been priced into the stock regarding the phasing out of European subsidies and solar supply/demand profiles. Earnings will be reported Feb 10th. I see a nice move ahead of earnings if the street anticipates that guidance will offer some golden nuggets. At a P/E of 6 and a PEG around 0.4, the move to the downside seems more limited than the upside potential. If the company does $1.50 for full year which is slighly better than the $1.40 expected, and we assign a slight increase in P/E to 7, that would put us at $10.50. Conservatively, I see $8.50-9 in the next several months. If oil continues its march higher to $100+, I could see the move to the upside accelerating.  [more]

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