Latest Research & Analysis

27-Jul-2016 - Analyst Summary:  The timing surrounding the disclosure of an SEC investigation reeks of danger.   Advanced Drainage Systems has been wrestling with accounting and related woes for over a year now.  This report introduces something new to consider that we don’t...

26-Jul-2016 - Analyst Summary:  Yesterday, 25-Jul-2016, Mr. Brad Berning, a senior analyst with Craig-Hallum, published a research report in which he wrongly concluded that his, “SEC FOIA Request Reveals No SEC Investigation Into BOFI”. Mr. Berning’s misguided conclusion about the absence of...

20-Jul-2016 - Companies in Today's 20-Jul-2016 Mailbox Report – Citizens Inc. $CIA Continental Resources, Inc.  $CLR   Orbital ATK, Inc.  $OA   Sage Therapeutics Inc.  $SAGE   SciClone Pharmaceuticals, Inc.  $SCLN Sonus Networks, Inc...

19-Jul-2016 - Companies in Today's 19-Jul-2016 Mailbox Report – Apollo Global Management LLC  $APO  EOG Resources, Inc.  $EOG  Fifth Street Finance Corporation  $FSC   Freeport-McMoRan Copper & Gold Inc.  $FCX  Pfizer, Inc.  $PFE...

14-Jul-2016 - Companies in Today's 14-Jul-2016 Mailbox Report – Embraer SA  $ERJ Henry, Jack & Associates Inc.  $JKHY Hologic Inc.  $HOLX   Humana Inc.  $HUM   Intuit, Inc.  $INTU Praxair Inc. $PX Retrophin Inc.  $RTRX Weatherford...

13-Jul-2016 - Tesla Motors, Inc. – TSLA Confirmed, Undisclosed SEC Investigation.  Analyst Summary:  Through clever language and careful omission, we think Tesla is misleading investors about SEC investigative risk. On Monday, the Wall Street Journal broke a story claiming the...

30-Jun-2016 - Trinity Industries, Inc.  – TRN Multiple Confirmed, Undisclosed SEC Investigations.  Analyst Summary:   We first learned of undisclosed SEC investigative activity at this company in Jul-2015.  Data recently received now points to more than one undisclosed...

30-Jun-2016 - Varian Medical Systems, Inc. – VAR Documents Received on a Closed, Undisclosed SEC Investigation Analyst Summary:  In Nov-2015, Feb-2016, and May-2016, Varian disclosed investigative activity involving a Portuguese exposure.  It doesn’t sound so bad when you read...

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