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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