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05/26/16 04:00:06 PM
WORD ON THE STREET

Ford Motor Co., TransUnion, Peak Resorts, Inc.

Ford Motor Co.(F) : Barclays Brian Johnson reiterated Ford Motor Company (NYSE: F)'s Equal-Weight rating with a $14.00 price target after meeting management on Tuesday. Johnson expressed his concerns for whether Ford can "mitigate" peak SAAR effecting the business. "We're not sure much else can be done" to do so, the Barclays analyst said. As a result, the analyst concluded "that earnings are more likely to come down from here than come up... yet in the near term, Ford may actually outperform vs. U.S. suppliers." Other notable comments during the management meeting: Ford plans to expand its portfolio beyond vehicle manufacturing. Management believes it was competitive on battery costs and "could see an inflection in the future" European sales was on the rise At time of writing, Ford was trading at $13.44, down 0.52 percent.



TransUnion(TRU) : Baird initiated coverage of TransUnion (NYSE: TRU), with an Outperform rating and $36 price target. Analysts Jeffrey P. Meuler and Nick Nikitas assured that the company has recently posted best-in-class organic, board-based growth, in an appealing industry that's currently benefiting from a strong consumer credit backdrop, the focus that banks are putting on risk management and cost-effective compliance, and a "secular trend towards increased usage of information in decision making." As per the note, the company seems to offer numerous drivers for sustained growth, but has however, provided what looks like conservative guidance. Moreover, TransUnion's economic model is alluring. The firm offers attractive ROIC, fairly wide moats, "largely recurring revenue, high margin, [and] secular growth characteristics." The analysts highlighted a few other elements that support their bullish stance: TransUnion seems to have an early-mover advantage in real-time trended data, which could become the new paradigm. The company is seen as a top example of "a next-generation data asset-centric information solutions company that marries data assets, analytics capability, and technology, but with a greater company delivered-software component." The firm has established a strong position in the faster-growing healthcare and insurance verticals, as well as in rapidly-expanding international markets including South Africa, Hong Kong, and India. The business boasts substantially robust consumer direct performance, in part on the back of a first-mover partnership with Credit Karma. Organic growth rates are among the best in the industry. A tech "re-platforming," investment and other operational changes have led to a remarkable margin inflection - guidance implies a 200bps growth in 2016. Disclosure: Javier Hasse holds no positions in any of the securities mentioned above.



Peak Resorts, Inc.(SKIS) : Peak Resorts Inc (NASDAQ: SKIS) is at the top of the Macquarie rating hill after news broke that its EB-5 program has been approved. Macquarie analyst Matthew Brooks says the resulting release of EB-5 investment money will likely fix any liquidity issues and gave the company the double-bump to Outperform from Underperform. EB-5 Money Released From Escrow The EB-5 program is designed to attract foreign investment by offering immigrants who invest the opportunity to become a permanent U.S. resident. The company can now access $12 million of $52 million in EB-5 investments held in escrow until now. Sky-High Growth Projections Macquarie expects better weather will lead to a slightly cooler than average Northeast this year, resulting in a 50 percent rise in skier visits and a 34 percent rise in sales. Analyst Sees 100 Percent Upside After the recent addition of a popular new 7-mountain pass and the possibility of new acquisitions, Brooks believes there is the possibility for an 85 percent jump in EBITDA for Peak Resorts in 2017. Brooks thinks the stock could double from its Wednesday closing price of $3.37. Along with the double upgrade, the analyst raised his price target to $6.90 from $4.30. Peak Resorts traded at $4.30, up 27 percent.



 

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