Monthly Archives: June 2017

Five Star Senior Living Struggles to Regain Profitability

Shares of Five Star Senior Living (FVE) have performed poorly over the past two years, even underperforming FVE’s peer group, which has significantly underperformed both the health care sector and the broader market.  The industry is suffering from a slow … Continue reading

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An Update on National Bank of Greece (NBG)

Loan loss provisions are down sharply. Liquidity and capital measures are strong. NBG is positioned well to provide support Greece’s economic recovery. Yet, the stock trades at less than five times my estimate of pro forma EPS.

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A Brief Update on Greece

Although the Greek economy looked like it was beginning to achieve liftoff in late 2014, its progress was set back in early 2015 by the newly-installed Tsipras administration’s effort to obtain major changes to the country’s bailout program. Greece’s compliance … Continue reading

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Unit Corp Returns to Growth Mode

Unit Corporation is a diversified oil & gas company based in Tulsa, OK.  Founded in 1963, the company was originally a contract driller.  Over the years, it expanded into oil & gas exploration and production and mid-stream services (i.e. gathering, … Continue reading

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