jueves, 20 de junio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

ICA: Mexico's Massive Investment Will Send This Beaten-Down Stock Back To The Stars
by Brian McCormick

Editor's notes: Recent events have cut ICA's share price in half, but the long-term Mexican infrastructure story still holds. Shares should rebound to previous highs, giving upside of nearly 100%.

Editors' Picks

Vera Bradley: Quality Earnings Are On The Rise by David Guarino

TSMC, GlobalFoundries, And Samsung Can't Save ARM And AMD From Intel's FinFETs by Arnold Frisch

Microsoft's Interest In Nokia Is Fantastic News by Abu Bakr Hussain

Cipher Banking On Absorica, Literally by Jason Napodano

Crocs: $20 Possible On Asia-Pacific Growth by Bill Maurer

Medivation's Competitor Was Just Acquired, But It's Not As Bad As It Sounds by PropThink

The Neuralstem You Don't Know by Jason Napodano

ReneSola - Multi-Bagger Idea To Profit From Solar Trade Wars And A Return To Supply-Demand Normalcy by Sneha Shah

Long Ideas

The Supreme Buy And Hold MLP by Brian Grosso

Does EMC's New Silver Tail Solution Offer Further Upside Potential? by Adetokunbo Abiola

Vera Bradley: Quality Earnings Are On The Rise by David Guarino

Narrow Moat Around iOS And iPhone: Should Apple's P/E Drop More? by DoctoRx

Texas Roadhouse: Best Name In The Restaurant Industry, 100% Upside Potential by The Oxen Group

Brookfield Renewable Energy Partners Is Facing Many Headwinds by Saibus Research

TJX: Super-Achieving Retailer Taking Big Risk by YCharts

Ambev A Buy Off This Dip by Nicholas Pardini

A Complete Benjamin Graham Analysis For Microsoft Corp. by Serenity

Emcor Group: Strategic Acquisition Has Potential To Send Shares To Fresh All-Time Highs by The Value Investor

Sirius XM Decides To Compete by Crunching Numbers

Progressive Waste: Profiting From Trash by Marshall Hargrave

Should CAI International Trade At A Discount To Peers? by Rochelle Jenks

Middleby Analyst Day Confirms Strong Long-Term Growth Prospects by Alan Brochstein

Netflix: Where Do We Go From Here? by Bill Maurer

Microsoft's Interest In Nokia Is Fantastic News by Abu Bakr Hussain

Tesla's Musk, No Sleep 'Til Mainstream by Markos Kaminis

GameStop Gets Bid As Microsoft Backtracks On DRM by Paulo Santos

Following A Titan Of The Shipping Industries: George Economou And Dry Ships by MTF Investing

Manitex Still Delivering Growth Investors Can Look Up To by Stephen Simpson

Low Cost Leader Ultra Petroleum Will Be A Leader In The Natural Gas Producer Rebound by David White

Apple's Next Big Thing (Probably Not What You Expected) by Kevin Fulton

The Long Case For WellCare Health by Unbigoted Research

Carbonate Triangle's Peace River Investment Guide: Petrobank Energy And Resources Edition by Stephan Dube

The Long Case For Altera Corporation by Kaspars Peisenieks

Cipher Banking On Absorica, Literally by Jason Napodano

Why PharmAthene Will Win Its Suit With Siga And How Much It Will Collect by Jeff Eiseman

Allscripts Has Renewed Hopes For Growth by Naomi Warmate-Igwe

Unlike Its Handbags, Coach May Now Be A Steal by YCharts

Monitise Plc: A Fast Growing And Overlooked Gem by Maik Schwäbe

Can Echelon Double? by Jacob Steinberg

Crocs: $20 Possible On Asia-Pacific Growth by Bill Maurer

Graham Corp. About To Ride A 'Wave Of Work' To Sharply Higher Earnings by Thomas Lewis

Buy Red Hot Spectrum Brands At A Discount Through Harbinger by Illuminati Investments

Google And Apple Are Crazy Not To Attempt To Acquire eBay by Scott Ryan

Herman Miller's Competitive Advantage: Innovation by Nikhil Raheja

Synchronoss Technologies: Growth With A Great Competitive Advantage by Marshall Hargrave

Lentuo International Positioned To Take Off by Gary Bourgeault

Advanced Micro Devices' Strategic Partnership With ARM Holdings: Negative Implications For Intel? by Andy Batts

Zinco Do Brasil, An Intriguing Investment In Management Capabilities by Dutch Trader

Galena Biopharma: David Battles Goliath by Regarded Solutions

Forum Energy Technologies: A Well Placed Oil And Gas Services Company by Fund Gurus

Medivation's Competitor Was Just Acquired, But It's Not As Bad As It Sounds by PropThink

AudioCodes: How About Those Apples? by Josh Franklin

CoStar Group: A Recovery In Commerical Real Estate Offers Upside by Todd Campbell

The Neuralstem You Don't Know by Jason Napodano

Wendy's Future Looks Bright by Niko Kotoulas

Buy Qualcomm As It Should Dominate The Holiday 2013 Consumer Tablet Selling Season by Ashraf Eassa

Buy This Small Insurer Before The Street Does by Brian Grosso

DISH And Sprint Can't Split The Baby by Dana Blankenhorn

Aruba Networks: Every Reason For Bulls To Be Happy by Fusion Research

Sarepta Therapeutics Remains A Strong Buy by Carl Cachia

ReneSola - Multi-Bagger Idea To Profit From Solar Trade Wars And A Return To Supply-Demand Normalcy by Sneha Shah

Medivation's Xtandi Threatened By Johnson & Johnson's New Acquisition by Brian L. Wilson

A Stock Breaking Out Despite A Market Consolidation by Bill Gunderson

Hidden Value In Telecom Italia by Stefan Gess

Huawei Can't Really Buy Nokia by Jacob Steinberg

Microsoft's Azure And The Hybrid Cloud Race by Gregory Ness

Amgen In Focus by XY Trader

Why Add Honda Motors To Your Stock Portfolio? by Elisa Lemmola

Johnson & Johnson: Aragon Pharmaceuticals Is An Excellent Addition For Its Oncology Unit by The Value Investor

This Mining CEO Just Made An Insider Purchase Of 1 Million Shares by StreetAuthority

Neonode Seems To Be Making Serious Headway At Sony by Tech Guru

At The Current Stock Price, Broadwind's Wind Businesses Are Free... by Logical Thought

Exelis - Dividend Payer With 30% Upside by Ben Homan

Short Ideas

Tesla Recall Has Some Implications For Production And Guidance by Paulo Santos

Is Apple Vulnerable To A Bond Crash? by Stephen Rosenman

Imagination Technologies: Substantial Downside As Nvidia Enters GPU IP Licensing Business by Ashraf Eassa

Is ANCHOR Do Or Die For Amarin? by Quoth the Raven

Home Depot's Fetish For Amazon Is Coming At The Expense Of Shareholder Return by Lou Gray

Walter Energy: Bottom Still Not In by The Oxen Group

Netflix: Deal With DreamWorks Animation Not A Game Changer by Simon Trinh

Eli Lilly: Cymbalta Antidepressant Sales Forecast by Pharma Reports

New Competition Poised To Attack Angie's List by Charles Patton

Quick Picks & Lists

Baidu: Margin Loss Is Good For Long-Term Investors by John Mylant

TSMC, GlobalFoundries, And Samsung Can't Save ARM And AMD From Intel's FinFETs by Arnold Frisch

Top 10 Energy Stocks You Should Own - Part II by James Hartje

Bull Of The Day: Iconix Brand by Zacks Investment Research

Bear Of The Day: Ralph Lauren by Zacks Investment Research

Obesity Sector Gets New Shoes by John Reisman

Should You Buy The Market's Most Controversial Stock? by StreetAuthority

Why Chinese Government Support Does Not Make The Badly Indebted Solar Stocks A Buy by Sneha Shah

Sell These Housing Stocks Now by George Kesarios

Unwinding Crowded BlackBerry Short Trade Can Choke Short Sellers by Tufenk

3 Biotechs With Strong Momentum - Can They Keep It Up? by Craig Keolanui

Micron Calls Change Hands At A Clip Ahead Of Earnings After The Close by Interactive Brokers

Dish Folds Its Hand On Sprint, But Ups The Ante For Clearwire by Trefis

What To Expect Next After Nokia Soared by Chris Lau

3 New Developments For Nvidia by Paulo Santos

These 2 Sub-$5 Stocks Are Too Cheap To Ignore And Have Takeover Potential by Trade In Mexico

Why You Should Consider eBay by Thinking Big

2 Stocks To Watch As China Continues Urban Expansion by Kapitall

5 Inexpensive Stocks In An Overheated Market by Jake Huneycutt

Wednesday's Small Cap Biotech Catalyst Watch And Trade List by StockMatusow

Cramer's Picks

Cramer's Lightning Round - An Economically Sensitive Stock That I Like (6/19/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Restoration Hardware Is A Great Growth Story (6/19/13) by SA Editor Miriam Metzinger

Fund Holdings

Fund Managers Now Officially Hate Commodities by Cullen Roche

How Bill Ackman Lost $600M Investing In Procter & Gamble by Saibus Research

Insider Ownership

This Insider Just Bought A Bunch Of Vringo Shares, Should You? by Justin Giles

1 Utilities Company And 1 Services Company With Recent Intensive Insider Buying by Markus Aarnio

2 Service-Sector Companies With Recent Intensive Insider Selling by Markus Aarnio

IPO Analysis

IPO Review: Regado Biosciences by Fundamental Evaluation


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