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.