sábado, 22 de junio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Ultra Petroleum Could Double Within 3 Years
by Tim Travis

Editor's notes: A low-cost producer with a stable balance sheet, UPL is positively levered to a likely rise in natural gas prices, says investment advisor Tim Travis.

Spar Group: A Growth Company At A Still Very Reasonable Price
by Igor Novgorodtsev

Editor's notes: Buysider Igor Novgorodtsev likes SGRP's international growth and low valuation compared to other micro caps. The servicing company could double revenue over the next five years.

H&R REIT: Dividend Behemoth With 30% Upside
by Cash Man

Editor's notes: The recent REIT sell-off has created an opportunity in HRUFF.PK. Portfolio manager Cash Man says the Canadian REIT trades much cheaper than peers despite having higher quality metrics.

Coastal Energy Company: A Traditional Value Investing Opportunity
by Volte-Face Investments

Editor's notes: Lowered guidance knocked CENJF.PK's shares down, but the current valuation ignores several future opportunities. Fund manager Volte-Face Investments likes the large discount to NAV, with up to 55% upside.

Editors' Picks

PST Launch, A New Inflection Point For Interleukin Genetics by Brian Marckx

MDC Holdings: Quick Correction Sets Up Buying Opportunity by Money Investor

The Birth Of The Lithium Millionaires by Way Of The Future

FDA Accepts New Drug Application And Creates A Catalyst For Durect Corporation by PropThink

What The Market Missed On Kandi by Richard Pearson

The Female Health Company: A Great Story For Women, But Not For Investors by Ron Myers

Long Ideas

Why Intel Will Win With The New Data Center Solution by Adetokunbo Abiola

Cray Inc.: An Attractive Small-Cap Pick by IAEResearch

ViiV Healthcare Partnership Anticipates New HIV Treatment Approval by Jason Melehani

PST Launch, A New Inflection Point For Interleukin Genetics by Brian Marckx

BlackBerry: More Devices, More Data, And More Revenue by Infinity Group

QLogic Corporation: A Stable 31% Free Cash Flow Yield by Buffett Junior

BYOD Email Application A Big Opportunity For Zix by Gillian Mauyen

AMD's Finally Doing It Right by Ashraf Eassa

MDC Holdings: Quick Correction Sets Up Buying Opportunity by Money Investor

The Long Case For Apollo Group, Inc. by Kaspars Peisenieks

5 Energy Stocks Set To Soar by James Hartje

Lionbridge Technologies: Why I Love This Language Services Company by Christopher Drose

Intel Betting On Small Form-Factor PCs For Haswell's Success by Andy Batts

Anika Therapeutics: Profitable, Cheap And Overlooked by Cory Renauer

Carbon Fiber And Plastic Composites: Aluminum And Steel Killers? by MetalMiner

So What's The Deal With Saratoga Resources? by Rob Wilson

Legacy Reserves: An Underrated High Yielding E&P by Marshall Hargrave

GT Advanced Technologies Could Really Take Off With Sapphire Touch Screen Adoption by Sneha Shah

The Colossus Is Twitching by Itinerant

Safeway Update: After Canadian Sale, The Remaining Company Is Undervalued by Allen Cooke

Enphase Energy Will Benefit From Solar Inverter Consolidation by Sneha Shah

Bull Of The Day: SodaStream International by Zacks Investment Research

Doral Financial: Have We Hit Bottom? by Profit Fan

Forget Whole Foods: This Stock Yields 6.4% And Could Jump 250% by StreetAuthority

TGC Industries: An Undervalued Small-Cap Stock With Significant Upside by Jeff Williams

A Small Step For Nektar Therapeutics, A Giant Leap For The Fight Against Prescription Drug Abuse by Joshua Anderson

A Bullish Case For RPX: A Play On Patent Wars by Wei Chi Loh

Argan Is Cheap But Has To Deal With Potential Headwinds by Saibus Research

The Birth Of The Lithium Millionaires by Way Of The Future

3 Reasons To Buy Parexel by Amit Bilgi

FDA Accepts New Drug Application And Creates A Catalyst For Durect Corporation by PropThink

Prothena Offers A Strong Pipeline Beyond Amyloidosis by SciFi Advisor

Vera Bradley's Hidden Gems by Informal Economist

Arena Surges On Script Data by Spencer Osborne

Allied Nevada Gold Is An Attractive Choice For A Gold Asset Allocation by Tom Kerr

Is Lululemon Really Dead Money Or A Diamond In The Rough? by Henry Stokman

Judge Ruling A Big Win For MGT Capital by Natty Greene

Why Investors Should Add Baidu To Their Portfolios by Elisa Lemmola

AmerisourceBergen At Its Heights - Still Undervalued by Kaspars Peisenieks

Bank Of America And Brand Value by Jonathan Finger

Did You Know That There's A Lot To Like About Lee Enterprises? by Saibus Research

Is Micron A Buy After The Earnings Report? by Adetokunbo Abiola

Short Ideas

Why I Don't Love HP In 2013 by Investor Aide

Tesla Battery Swap Is A No-Go by Paulo Santos

Fairway Group Holdings: Expect Large Pullback In Price by Jason Tillberg

Uni-Pixel: Is The SEC Investigating? by Alpha Exposure

Ebix Worth No More Than $8, Likely Headed To $0 by Gotham City Research

What The Market Missed On Kandi by Richard Pearson

A Microsoft Buyout Is Nokia's Only Chance For Survival by George Kesarios

The Female Health Company: A Great Story For Women, But Not For Investors by Ron Myers

Down 80%, Is Medical Marijuana Inc. Finally A Bargain? by Alan Brochstein

Quick Picks & Lists

It's All About Cars by Little Apple

These Are 2 Refined Picks by Igor Greenwald

Time To Panic by George Acs

Did Worlds' Patent Case Just Get Snowed In By Activision Blizzard? by Markman Advisors

Yingli Could Get A Boost With 3GW Chinese Opportunity by Trefis

Profit From Rising Interest Rates With This Sector -- While You Still Can by StreetAuthority

Apple Heats Up Competition In This Key Emerging Market by Sarfaraz A. Khan

Stocks That Benefit From Rising Interest Rates by Charles Patton

4 Potential Gems Unearthed By The Great Selling Spree by Craig Keolanui

Is Waze Worth The Drama? by Proprietary Trading

Engineering And Construction Firms: 3 Stocks To Buy, 2 Stocks To Sell by The Ethical Investor

Fund Holdings

Are Billionaire Leon Cooperman's CNBC Picks Smart Buys? by Insider Monkey

Gold Sector-Focused Funds Selling Barrick And Other Top Gold Mining Stocks by GuruFundPicks

Insider Ownership

1 Tech Stock And 1 Healthcare Company With Recent Intensive Insider Selling by Markus Aarnio

1 Financial And 1 Basic Materials Stock With Recent Intensive Insider Buying by Markus Aarnio

CardioNet Goes From Being A Distressed Stock To A Show-Me Story by Paul Nouri

IPO Analysis

Gogo IPO: Take A Flyer On This Airline Internet Leader by Chris Katje


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