Market Overview

Imperial Capital's 13 Best Stock Ideas


In a new report, Imperial Capital analyst Andrew Casella breaks down the firm’s top 13 best stock ideas. Here’s a summary of Imperial’s stock picks.

American Airlines Group Inc (NYSE: AAL)

Imperial names American its top airline pick and believes that the recent sell-off is overdone considering the record profits expected for the company in Q2 and throughout the rest of 2015.

Ascent Capital Group Inc (NASDAQ: ASCMA)

Imperial feels that Ascent’s business is strong, even now that cable and telecommunications companies have entered the security monitoring space.

Callaway Golf Co (NYSE: ELY)

Imperial believes that Callaway’s management can grow earnings even if the golf equipment category remains flat overall.

Cenveo, Inc. (NYSE: CVO)

Now that the company has moved past its integration-related issues, Imperial believes it will be able to deliver a “much improved” 2015.

Eldorado Resorts Inc (NASDAQ: ERI)

Despite the recent run-up in share price, analysts believe that Eldorado is poised to move higher on growing operating results on the way in the second half of the year.

Gastar Exploration Inc (NYSE: GST)

Imperial believes that the company's recently-improved borrowing base of $200 million (up from $145 million) alleviates liquidity issues through at least 2017 and puts the company on the right track to weathering the commodities downturn.

Inventure Foods Inc (NASDAQ: SNAK)

Imperial sees the stock’s decline following its Fresh Frozen recall as a buying opportunity for investors with a long-term investment outlook.

Kate Spade & Co (NYSE: KATE)

Imperial points out that Kate Spade trades at a steep discount to its peers based on its solid earnings and growth rates.

McDermott International (NYSE: MDR)

Imperial believes that McDermott will be the beneficiary of a pickup in offshore oil & gas construction.

Navigator Holdings Ltd (NYSE: NVGS)

Analysts believe that the current share price reflects a discounted valuation relative to the company’s core business and prices in little value for potential future catalysts.

Palo Alto Networks Inc (NYSE: PANW)

Analysts believe Palo Alto is well-positioned to emerge as a market leader in the exploding business of cybersecurity.

Pioneer Natural Resources (NYSE: PXD)

Analysts see Pioneer as one of the best-positioned crude oil-focused U.S. shale companies.

VeriFone Systems Inc (NYSE: PAY)

Analysts believe that VeriFone’s management has successfully implemented several major operational changes and that the new company is a completely different company than it was only two years ago.

Latest Ratings for AAL

Oct 2019MaintainsUnderweight
Sep 2019MaintainsUnderweight
Sep 2019Initiates Coverage OnBuy

View More Analyst Ratings for AAL
View the Latest Analyst Ratings

Posted-In: Andrew Casella imperial capitalAnalyst Color Long Ideas Analyst Ratings Trading Ideas


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