domingo, 2 de junio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

PartnerRe: Solid Earnings At A Big Discount To Book
by Intangible Valuation

Editor's notes: PartnerRe's over-reserves mask true book value, to which shares trade at a 30% discount. Accretive buybacks and an increasing dividend should accelerate shareholder returns.

TiVo: Bad Business, Good Stock
by Vince Martin

Editor's notes: Despite operational struggles, TiVo has a couple optionalities that make it an attractive investment. A buyout or a courtroom win could spell 50-60% upside for risk-tolerant investors.

World Of Worry For Activision
by Josh Burwick

Editor's notes: Challenges to two of ATVI's three main gaming franchises could dent earnings. Hedge fund analyst Burwick sees 20% downside as the company reverts "into a hit-driven publisher."

Editors' Picks

Moody's Is A Great Company But Not Worth $68 by Hugh Fan

Long Ideas

Will BlackBerry 10 Win With Flurry Analytics? by Adetokunbo Abiola

Sony's Revival by Andrew_Keene

Alcatel-Lucent: Why It's A Smart Investment by Elisa Lemmola

Yahoo Actually Has Remarkable Potential by Investor Aide

Why Triangle Petroleum Should Double Within 2 Years by Bret Jensen

Ultratech Has Impressive Growth Prospects by Fundamental Analyst

Service Corporation International: Funeral Operator Could Bring Your Portfolio To Life by Chris Katje

Intel Beats AMD At Its Own Game... Does It Matter? by Ashraf Eassa

Qualcomm: What's Going On? by Ashraf Eassa

Intel's Haswell: The Must Read Guide by Ashraf Eassa

The Gap, Inc.: Frankenstein's Monster Gets A Facelift by Dallas Salazar

Short Ideas

Moody's Is A Great Company But Not Worth $68 by Hugh Fan

Uni-Pixel Is Following The Script by Paulo Santos

The Market Will Drag Frontline Ltd. To The Bottom by MTF Investing

Quick Picks & Lists

Valero: An Energy Stock Value Buy by Brett Wilson

5 Stocks To Watch For Gains Next Week by Brian Nichols

China Biotech In Review: Valeant Pharma Gains Sales Foothold In China With Bausch & Lomb Buy by ChinaBio Today

Ruger Vs. Smith & Wesson: A Gun Stock Showdown by Davin Flynn

Cramer's Picks

Cramer's Mad Money - 11 Things To Watch In The Week Ahead (5/31/13) by SA Editor Miriam Metzinger

Cramer's Lightning Round - Component Plays Are Dangerous (5/31/13) by SA Editor Miriam Metzinger

IPO Analysis

Noodles & Company IPO Should Be On Investors' Radar by Chris Katje


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