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Research – Harte-Hanks (HHS) – The focus towards growth

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Friday, March 15, 2019

Harte-Hanks (HHS)

A Management Team Eager To Tackle The Tasks At Hand.

Harte-Hanks is a marketing services company that provides multichannel marketing solutions as well as consulting, data analytics, and strategic assessment. The company’s offerings focus on business-to-business, retail, finance, and automotive segments through digital, social, mobile, and print media offerings. 

Michael Kupinski, DOR, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.

  • Q4 results anticipated. The Q4 revenue decline was slightly better than expected, providing
    hopeful signs that its businesses are stabilizing. Revenues were $70.2 million
    versus our $68.5 million estimate. Adjusted EBITDA was in line with a loss of
    $1.57 million versus our loss estimate of $1.50 million. 
  • Adequate liquidity. The company received a tax refund of $4.6 million in
    February, 2019. The company is expected to receive a second $9 million refund
    in the second half 2019. Combined with current cash on hand of $20.6 million,
    the company appears to have ade…







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*Analyst
certification and important disclosures included in full report. 
NOTE: investment decisions should not be based upon the content of
this research summary.  Proper due diligence is required before
making any investment decision. 

Research – Information Services (III) – Q4 review; the full story

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Friday, March 15, 2019

Information Services Group (III)

Record 4Q Revenues But Why the Miss On Consensus Numbers?

Information Services
Group (ISG) (III) is a leading technology insights, market intelligence and
advisory services company, serving more than 500 clients around the world to
help them achieve operational excellence. ISG supports private and public
sector organizations to transform and optimize their operational environments
through research, benchmarking, consulting and managed services, with a focus
on information technology, business process transformation, program management
services and enterprise resource planning.

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.

  • Record 4Q and Full Year Revenues. III reported record 4Q revenue of $67.9 million and record
    full year revenue of $275.8 million. Adjusted EBITDA came in at $8.6 million
    for the quarter and $33 million for the year. Management had guided to revenue
    in the $280-$285 million range and adjusted EBITDA in the $35-$37 million range.
  • Europe the Growth Driver Again. While Europe was up
    18% y-o-y to $25.3 million, the Americas business was down 3% to $38.1 million
    due to ongoing softness in the U.S. public sector and timing of client
    engagements, and Asia Pacific declined by $1.4 million to $4.5 mill    … 






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*Analyst
certification and important disclosures included in full report. 
NOTE: investment decisions should not be based upon the content of
this research summary.  Proper due diligence is required before
making any investment decision. 

News – Artificial Intelligence: Can an algorithm do what you do?

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Artificial intelligence will likely shape your future in more ways than you’d expect.

(Note: companies that could be impacted by the content of this article are listed at the base of the story (desktop version). This article uses third-party references to provide a bullish, bearish and balanced point of view; sources listed in the “Balanced” section) 

On display at the HG Contemporary gallery, in the heart of New York’s
contemporary-art world, is an exhibition of portraits that were “painted” not by a human artist, but by an artificially intelligent computer. Dr. Ahmed Elgammal, the creator of the art machine, believes that he can write a machine-learning algorithm capable of predicting the next trend in the art world and producing works in that style. As it is with all modern art, whether or not you think this artwork is any good is a matter of opinion. The point is that if artificially intelligent machines are capable of making art, an inherently human trait, then is there anything that we can do that a machine can’t?

From healthcare to warfare, software that can learn seems to be invading every aspect of our lives replacing humans with machines at every turn. The impact that artificial intelligence will have on our lives will undoubtedly grow in size and scope.
Whether, AI will ultimately result in a net benefit or loss to society, however, has yet to be determined.

FEATURE: Artificial Intelligence | Gold-mining

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Artificial Intelligence: Can an algorithm do what you do? AI will likely shape your future in more ways than you’d expect. More

Tribune
Publishing (TPCO) Behind
The Curtain Of The Company’s Surprisingly Good 2019 Guidance. More

Townsquare Media (TSQ) What Will It Take For The Shares To Break Out? More

Investors are still waiting for a gold-mining merger wave. Small and midsize gold miners need to join forces to survive, investors say. More


Energy Fuels Inc. (UUUU), a leading producer of uranium and vanadium in the United States, issues letter to shareholders. More

Tribune Publishing (TPCO), a media company, reports fourth quarter and full year 2018 results. Company delivers year-over-year net income growth driven… More

Harte-Hanks (HHS), a data-driven, omni-channel marketing solutions and logistics company, beats Q4 earnings and revenue estimates. More

Research – Townsquare Media (TSQ) – Quarter over delivers

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Thursday, March 14, 2019

Townsquare Media (TSQ)

What Will It Take For The Shares To Break Out?

Townsquare Media Inc is an entertainment and media company offering digital marketing solutions in the United States and Canada. It owns and operates radio stations, social media properties focusing the small and mid-cap companies. Services offered to the clients include live events, local advertising, digital advertising, e-commerce offerings, few others.

Michael Kupinski, DOR, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.


  • Over-delivers on Q4.  Revenues were better than expected at $108.9 million versus our $105.1 million estimate, on the strength of its Digital businesses. Operating cash flow (adj. EBITDA) was better than expected at $23.9 million versus our $23.2 million estimate. 
  • Provides favorable guidance. The company guided Q1 revenue between $92 million and $94 million (better than our $89.3 million estimate) and adj. EBITDA of $17.5 million to $18.5 million (better than our $17.0 million estimate). Full year revenue guidance of $445 million to $455 million is better than our $428.2 million estimate and adj. EBITDA guida… 

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*Analyst certification and important disclosures included in full report.  NOTE: investment decisions should not be based upon the content of this research summary.  Proper due diligence is required before making any investment decision. 

Research – Tribune Publishing (TPCO) – Looking forward into 2019

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Thursday, March 14, 2019

Tribune Publishing Company (TPCO)

Behind The Curtain Of The Company’s Surprisingly Good 2019 Guidance.

Tribune Publishing Co, formerly Tronc Inc is a print and online media company that publishes various newspapers and websites, such as The Chicago Tribune, Los Angeles Times, Baltimore Sun, San Diego Union-Tribune, and the Orlando Sentinel. The company creates and distribute content across its media portfolio, offering integrated marketing, media, and business services to consumers and advertisers, including digital solutions and advertising opportunities.

Michael Kupinski, DOR, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.

 

  • Q4 surprises on
    the upside from previously lowered expectations.     While revenues were a little softer than expected at
    $283.5 million versus our $286.6 million estimate, adjusted EBITDA was better,
    $46.5 million versus our $40.3 million estimate. 
  • Encouraging print
    ad trends.     The company indicated that print ad trends reflected
    significant sequential improvement from down 18% in Q3 to a more moderate down
    12% in Q4. The company anticipates that print ad trends should show moderate as
    it has largely cycl    … 

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*Analyst
certification and important disclosures included in full report. 
NOTE: investment decisions should not be based upon the content of
this research summary.  Proper due diligence is required before
making any investment decision. 

FEATURE: Gene Editing | Townsquare | KeyW | Salem | Energy Fuels | Gene Therapy…

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CRISPR-Cas9: The Gene-Editing Tool That Could Fix Disease and Eradicate Cancer.
Is CRISPR-Cas9 the most influential scientific discovery of our generation? More 

Townsquare Media (TSQ) A Premium Valuation Appears Warranted. More

KeyW Holding Corporation (KEYW) Are needle moving contracts on the horizon. More

Salem Media Group (SALM) Why Investors Should Look Past The Soft Q1 Guidance. More

Energy Fuels (UUUU) Focusing On Vanadium Until Uranium Markets Improve; Trump To The Rescue? More


Making Profits, Saving Lives With Gene Therapy. After thirty years of development, gene therapy is seeing a surge of progress and profitability. Genprex Inc. (GNPX), Dyadic International Inc (DYAI), TrovaGene Inc. (TROV) and others… More 

TrovaGene, Inc. (TROV) , a clinical-stage, oncology therapeutics company, receives approximately $3.0 Million from exercise of warrants. More

Salem Media Group, Inc. (SALM), multimedia company specializing in Christian and conservative content, announces fourth quarter 2018 total revenue of $67.2 Million. More

Research – KeyW (KEYW) – What will drive 2019 performance?

Posted on by Admin

Wednesday, March 13, 2019

KeyW Holding Corporation (KEYW)

Are needle moving contracts on the horizon.

KEYW Holding is a provider of mission-critical cybersecurity, cybersuperiority, and geospatial intelligence solutions to U.S. government defense, intelligence, and national security agencies. Its solution includes collection, processing, analysis, and dissemination of intelligence information in cyberspace and geospace domains.

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.  

  • Solid Fourth Quarter Results. KeyW
    reported a solid fourth quarter with revenue of $126.3 million and adjusted
    EBITDA of $12.0 million. For the full 2018, KeyW met or exceeded all financial
    expectations, with revenue of $506.8 million and adjusted EBITDA of $49.6
    million. The Company achieved a record level of awards for the year at $657
    million. 
  • Organic Growth to Drive 2019. Organic
    growth is expected to drive 2019 results, although the absence of the flight
    service contract in 2019 will obscure the growth. Rev    … 




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*Analyst
certification and important disclosures included in full report. 
NOTE: investment decisions should not be based upon the content of
this research summary.  Proper due diligence is required before
making any investment decision. 

Research – Townsquare Media (TSQ) – Revenues surprise

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Wednesday, March 13, 2019

Townsquare Media (TSQ)

A Premium Valuation Appears Warranted.

Townsquare Media Inc is an entertainment and media company offering digital marketing solutions in the United States and Canada. It owns and operates radio stations, social media properties focusing the small and mid-cap companies. Services offered to the clients include live events, local advertising, digital advertising, e-commerce offerings, few others.

Michael Kupinski, DOR, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.  


  • Fourth quarter
    upside surprise.     The revenues were better than expected at $108.9 million
    versus our $105.1 million estimate, on the strength of its Digital businesses.
    Operating cash flow (adj. EBITDA) was better than expected at $23.9 million
    versus our $23.2 million estimate. 
  • The Digital
    divide.      The company’s digital businesses grew revenue an impressive
    20% plus in 2018 to $120 million. Its Digital businesses represent
    approximately 28% of total company revenues, which sets the company ap    … 




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*Analyst
certification and important disclosures included in full report. 
NOTE: investment decisions should not be based upon the content of
this research summary.  Proper due diligence is required before
making any investment decision. 

Research – Salem Media (SALM) – Looking past the first quarter 2019

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Wednesday, March 13, 2019

Salem Media Group (SALM)

Why Investors Should Look Past The Soft Q1 Guidance.

Salem Media owns and operates radio stations in metropolitan markets, predominately with a Christian format. The company’s radio business focuses on the clustering of strategic formats, including Christian teaching and talk, contemporary Christian music, conservative news talk, and Spanish language Christian teaching and talk. 

Michael Kupinski, DOR, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.

  • Delivered on expectations.  Fourth quarter revenues and cash flow (Adj. EBITDA) of
    $67.19 million and $11.57 million were in line with our expectations of $66.5
    million and $11.55 million, respectively. 
  • Soft Q1 guidance does not portend a
    trend.     The company anticipates that Q1 revenues will decline between
    3% to 5% with expenses to be down 1% to up 2%. Q1 will be unfavorably impacted
    by the absence of Political advertising, the timing of book releases, the
    Easter shift toward later in the second quarter, and the absence of the full
    impact of expense savings. Subsequent quarters should reflect labor costs
    savi    … 




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*Analyst
certification and important disclosures included in full report. 
NOTE: investment decisions should not be based upon the content of
this research summary.  Proper due diligence is required before
making any investment decision. 

Research – Energy Fuels (UUUU) – Updating estimates

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Wednesday, March 13, 2019

Energy Fuels (UUUU)

Focusing On Vanadium Until Uranium Markets Improve; Trump To The Rescue?

Energy Fuels Inc together with its subsidiary is engaged in the extraction and recovery of uranium properties in the United States. The company operates in two segments, ISR Uranium and Conventional Uranium. It conducts its ISR activities through its Nichols Ranch Project, located in northeast Wyoming.

Mark Reichman, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.  

  • Fourth quarter and full
    year 2018 results.      Energy Fuels reported a 
    fourth quarter
     loss of $7.8
    million, or ($0.09) per share, and a full year loss of $25.4 million, or
    ($0.30) per share.  We had forecast a loss of $25.6 million, or ($0.30)
    per share.
  • Updating estimates.  Based on modestly lower commodity price assumptions
    for uranium concentrate and vanadium, we have lowered our 2019 and 2020 EPS
    estimates to $0.03 and $0.12, from $0.05 and $0.15, respectively.  We have
    also assumed a slower ramp-up in vanadium production during the first quarter
    of 2019 to 200,000 pounds per month beginning in the second quarter.  Our
    2019 and 2020 EB…





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*Analyst
certification and important disclosures included in full report. 
NOTE: investment decisions should not be based upon the content of
this research summary.  Proper due diligence is required before
making any investment decision. 

News – CRISPR-Cas9: Editing away sickness

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CRISPR-Cas9: The
Gene Editing Tool That Could Fix Disease and Eradicate Cancer

(Note: companies that could be impacted by the content of this article are listed at the base of the story (desktop version). This article uses third-party references to provide a bullish, bearish and balanced point of view; sources listed in the “Balanced” section) 

The discovery of a gene editing tool called CRISPR-Cas9 is perhaps the most exciting finding in molecular biology since the discovery of DNA. Scientists first unearthed the structure of DNA in the 1950s, and by 2003 scientists had sequenced the entire human genome encoding for 20,000 distinct proteins. Following its discovery in bacterial immune systems, CRISPR-Cas9 was first used to replace a piece of DNA in human cells in 2013. But it was only just last year that the CRISPR-Cas9 technology advanced into human trials to treat patients with various inherited diseases and cancers. With this newfound power to edit our own genes, we could be on the verge of a medical revolution.

Many human diseases are genetically driven often caused by the mutation, deletion, or overexpression of genes. Therefore, introducing desired changes into genes has been a long sought-after goal in molecular biology. Gene editing (also known as genome editing) involves the insertion, deletion, or replacement of those chemical base pairs in DNA. DNA (deoxyribonucleic acid), the building block of genes, is used to synthesize proteins via RNA (ribonucleic acid). Genomes of eukaryotic organisms are composed of billions of DNA bases. Cas9 is an enzyme acting as a molecular “scissors” that can cut the two strands of DNA at a specific location in the genome so that bits of DNA can then be added or removed. The guide RNA (gRNA) about 20 bases long is designed to only bind to the target sequence in the DNA. The Cas9 follows the guide RNA to the same location in the DNA sequence. In order to cut a piece of DNA at the right spot, the molecular “zipper” needs to accurately match up with the piece of the DNA to form a tight bond that positions the scissors in just the right place. In CRISPR, the “zipper” is made of specially designed RNA, and the “scissor” effect comes from harnessing the natural cutting action of a protein, or enzyme, called Cas9. In this way, CRISPR-Cas9 can insert, delete, or replace the genes that have plagued humanity with disease since the dawn of time.

Research – Comtech Telecommunications (CMTL) – Deeper dive in 2Q19 results

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Tuesday, March 12, 2019

Comtech Telecommunications (CMTL)

A Deeper Dive into 2Q19; Shares “On Sale” Following Recent Decline?

Comtech Telecommunications Corp. engages in the design, development, production, and marketing of products, systems, and services for advanced communications solutions in the United States and internationally. It operates in three segments: Telecommunications Transmission, Mobile Data Communications, and RF Microwave Amplifiers. 

Joe Gomes, Senior Research Analyst, Noble Capital Markets, Inc.

Refer to full report for price target, fundamental analysis and rating.

  • Solid Quarter, But Stock Reacts Poorly. Comtech reported solid 2Q19 results, as we highlighted in our March 7, 2019 report. In spite of the operating results, the shares dropped over 14% on the news before recovering somewhat off the intraday lows.  
  • A Reaction to Two Large Contracts. We believe the stock weakness can be tied to the delay in two large contracts CMTL is pursuing: BFT-2 and troposcatter. Both, multi-hundred million dollar potential awards. While in neither case have final awar… 

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*Analyst certification and important disclosures included in full report.  NOTE: investment decisions should not be based upon the content of this research summary.  Proper due diligence is required before making any investment decision.