Mid Cap

$1 Billion to $10 Billion


Interpublic Group Operations Gain With Online Advertising

July 18, 2014
Interpublic Group (NYSE: IPG) reported Second quarter 2014 revenue of $1.85 billion, an organic revenue increase of 4.7% compared to the prior-year period.
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Cypress Semiconductor Quarterly Results Meet and Beat; Guidance Reaffirmed

July 17, 2014
Second-quarter revenue increased 8% sequentially (meeting expectations), and gross margin increased to 54%, due to a favorable product and end-customer mix.
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MGIC Investments Reports Operating Results Reflecting Challenges in Mortgage Market Turnaround

July 16, 2014
MGIC Investment (NYSE: MTG) reported that it earned $0.12 per share in the latest quarter, results that fell just shy of expectations.
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MGIC Responds To New FHFA Proposed Lending Requirements

July 11, 2014
The Federal Housing Finance Agency (FHFA) released for public input draft private mortgage insurer eligibility requirements (Draft PMIERs) that Fannie Mae and Freddie Mac (GSEs) would use to approve private mortgage insurers that provide mortgage insurance on loans owned or guaranteed by the GSEs. The Draft PMIERs require that an insurer have "Available Assets" (generally, only the most liquid assets of an insurer) equal to or greater than "Minimum Required Assets" (which are calculated from tables of factors with several risk dimensions and are subject to a floor amount). The stated goal of these financial requirements is to "ensure that Approved Insurers have adequate liquidity and claims-paying capacity during periods of economic stress." MGIC’s (NYSE: MTG) initial response was as follows …
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Allscripts Solutions Deployed at Memorial Sloan Kettering

July 9, 2014
Allscripts (NASD: MDRX) announced that Memorial Sloan Kettering Cancer Center (MSK) will deploy Allscripts dbMotion interoperability and population health analytics solutions, and extend its use of its population-health-enabled Allscripts Sunrise platform electronic health record (EHR).
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We think this mid-cap is on the right track under its current turnaround leadership.

Purchase Recommendation - July 2014

July 1, 2014
This stock pick is well positioned in some of the fastest growing markets in the world--approximately 75% of its sales come from emerging economies. The key to its turnaround will be continuing to expand in these emerging markets while stabilizing and rebuilding business in the U.S. and other established markets.
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Cypress Semiconductor Introduces New Generation of Radio-On-A-Chip

May 14, 2014
Cypress Semiconductor (NASDAQ: CY) introduced its fourth-generation 2.4-GHz WirelessUSB radio-on-a-chip.
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Allscripts Healthcare’s Bookings Outbalance Reported Quarterly Results

May 8, 2014
Allscripts Healthcare Solutions (NASDAQ: MDRX) reported quarterly results – sales of $345 million and adjusted earnings per share of $0.07...
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Wendy’s Restructuring Showing Signs of Momentum

May 8, 2014
Wendy’s (NYSE: WEN) reported that same store sales increased by 1.3% in the latest quarter and that adjusted earnings per share more than doubled to $0.07.
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PennyMac Earnings Shortfall Leads to Stock Volatility

May 7, 2014
PennyMac Mortgage Investment Trust (NYSE: PMT) reported net income of $37.9 million, or $0.50 per diluted share, for the first quarter of 2014, on net investment income of $76.6 million.
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Distressed Investing Blog

Distressed Investing Blog

Bank Stock Picks Still Cheap?

While banks do still face headwinds such as ongoing litigation, increased regulation and reduced trading profits, these have been so heavily trumpeted in the financial headlines that bank stock prices have over-reacted on the downside. Read More.

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MoneyShow.com named George's stock pick top performer for all of 2013 and shared this feature interview to update investors on MTG's status and highlight select year-end bounce candidates.


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