miércoles, 26 de junio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

VOXX International: Strong Secular Tailwinds And An Attractive Valuation
by Soldier of Fortune

Editor's notes: Hedge fund analyst Soldier of Fortune says VOXX has secular tailwinds in two of its industries that should power shares higher. Valuation based on management's guidance suggests 44% upside.

MedAssets: Beneficiary Of Healthcare Reform With Healthy Upside Potential
by Trading the Spread

Editor's notes: With tools to help health companies cut costs, MDAS is another healthcare reform beneficiary. Investors could enjoy up to 75% upside as management delivers on conservative guidance.

Health Insurance Innovations: Reform Sets Stage For A 2014 Home Run
by Nassarius Capital

Editor's notes: As the individual health insurance market grows, HIIQ stands to gain. A recent sell-off has created an opportunity for 90% upside as investors' fears prove overstated.

Achillion May Be The Most Underrated Biotech Left
by Stephen Simpson

Editor's notes: The potential of ACHN's hepatitis C drug indicates a fair value more than double market price, with significant further upside if a ribavirin-free regimen proves viable.

Imris Does Offer A Compelling Risk-Reward Opportunity
by Marcel Herbst, CFA

Editor's notes: New products should reaccelerate bookings growth for IMRS, leading to subsequent revenue growth. Hedge fund manager Marcel Herbst sees triple-digit upside if the new products meet expectations.

Stocks Moving From Alpha-Rich Articles

VOXX International (VOXX) closed +6.7% yesterday after Soldier of Fortune highlighted secular tailwinds in two of its key segments. Read article »

Josh Arnold highlighted New York & Co.'s (NWY) turnaround story on February 19. The shares are +45% since. Read article »

Breaking Alpha-Rich Articles (for Pro Subscribers or those with free trial)

One Of The Most Inexpensive Names In Med-Tech With Catalysts by Paul Nouri

No Growth Catalysts And Unjustifiable Valuation For This Restaurant Company by Josh Arnold

This Postal Company Also Delivers Huge Value by McDuck Capital

Machine Tool Company: Virtually Unknown And Meaningfully Undervalued by Stephen Simpson

Long Ideas

Zynga: A Long-Term Investment by Zachary Schenk

MBAC Fertilizer's Sum Of The Parts Analysis Points To A Higher Valuation by Markus Aarnio

Legacy Oil & Gas: Dramatic Discount To Book Value With A Prosperous Future Ahead by BW Investment Visibility

Evertec: A Caribbean Growth Story by Investment Biker

Tenet Healthcare Corporation: Focus Towards High Margin Segment by Core Equity Research

Datawatch Is Ready For Massive Growth by Galileo Russell

Could Upcoming Catalysts Carry On The Epic Year For Inovio? by D. Mero

Undervalued Stock Of The Week: FedEx by Brad Kenagy

Rite Aid: Competing With Giants by Jim Pyke

RTI International: Scaling Heights In Aerospace by Investment Biker

Arena's Belviq - The Path To $150 Million In Sales by Spencer Osborne

Pandora Breaking Sirius XM's Hold Of Car Dashboard by Crunching Numbers

Can First Business Financial Double? by Jacob Steinberg

Sirius XM: Shorts Cover By Over $100 Million by Stephen Faulkner

The Long Case For NGL Energy Partners by Always Bullish

The Only Tears From TearLab Are Tears Of Joy For Now by Stephen Simpson

Calgon Carbon: An Environmental Growth Stock With High Risk And Reward by Luis Sanchez

Why Turquoise Hill Is Ready To Bounce by Gary Bourgeault

MGT Capital Investments: Dramatically Improving Revenue Outlook by Zacks Small-Cap

Arena's Belviq: Finding The Target Patients by Spencer Osborne

Freeport Resumes Open-Pit Copper Production At Grasberg Mine In Indonesia by Trefis

How Important Is A New Label For Pfizer's Xeljanz? by John Mylant

Bull Of The Day: Synaptics by Zacks Investment Research

Iamgold's Undeserved Rodney Dangerfield Reputation by Russ Winter

Tenet Healthcare - Acquisition Of Vanguard Health Creates Shareholder Value by The Value Investor

Market Selloff Presents Opportunities by Scott Sacknoff

Aaron's: Capitalizing On The Paycheck To Paycheck American Consumer by Money Investor

CACI: Benefiting From The Booz Allen Fallout by Marshall Hargrave

Bank Of America: Benefit Of Current And Future Liability Actions by Sunrider

New Analysis Of Arena's Belviq Is Good News For Responders And Shareholders by Reasonable Risk

Safeway: A Look At The Numbers by The Happy Investor

Air Lease: Leverage Backed Growth To Continue by Economics Fanatic

Gleacher: Price Below Tangible Book Value And The Company Is Liquidating by Arb Ideas

Sprint's Raised Bid All But Wins Clearwire Deal by Trefis

ACI Worldwide: Currently Bearish, Becoming Very Oversold by Naomi Warmate-Igwe

Kite Realty Group: Too Cheap After Recent Sell-Off by Bret Jensen

DexCom Could Be A Potential Multi-Bagger by Andy Batts

What iPhone 5 Discounts Could Mean by Paulo Santos

Park City's Scaling Business Worth A Look Even At 52-Week Highs by Justin Kuepper

BlackBerry's Call To Greatness by Matthew Levy

Cytokinetics: Another Positive Deal For Shareholders, This Time With Astellas by Smith On Stocks

How Much Should You Pay For Incyte? by Bio Vantage

Buda Oil Discovery May Spark Bidding War For Crimson Exploration by HiddenValueInvestor

Wet Weather Soaks American Vanguard, But Analysts Look All Wet by Stephen Simpson

Can Allied Nevada Gold Corp. Bounce Back From Collapsing Gold Prices? by Emerging Growth

Boeing Sees Market Strength At Paris Air Show by Scott Sacknoff

IHS Inc.: The Impact Of Its Recent Acquisition by Core Equity Research

2 Ways To Profit From Tecumseh Products Co. by CBOE Trader

Delek Logistics Partners MLP: A 4.7% Yield Coupled With Excellent Growth Prospects by Martin Vlcek

Will Tesla Motors Need A Second Factory? by Forward Looking Guru

Buy IDEXX Laboratories: A Leader Of Vet Diagnostic Equipment And Services by Long Term Hunter

Sweeten Up Your Portfolio With This Stock by Uncle Scrooge

The Boston Beer Company Is A Faith-Driven Pick by Elisa Lemmola

Gazprom: Look Beyond Its Recent Woes And You May Find Great Opportunity by Junius

Fusion-Io: 34% Near-Term Upside With Limited Downside Risk In Light Of STEC Acquisition by Ashraf Eassa

Visa: A Buy On Future Growth Potential by Core Equity Research

Wintel For The Win by George Acs

Apple's Risk-Reward Ratio Makes It A No-Brainer by Intelligent Speculator

Digging Deeper Into Ford Credit by Jacob Steinberg

A Secret Weapon For ITT Educational Services - Adult Students by David McEwen

You Should Really Just Buy Nike Shares by Black Coral Research

Gamestop: Short-Term Gains But Long-Term Concerns by Andrew Brady

Trust, But Verify: GAAP Versus Non-GAAP by Paul Price

Mixed Emotions As Solazyme Roquette Nutritionals Breaks Up by Kevin Quon

Zargon Oil & Gas Trading Below Net Asset Value by Markus Aarnio

Cempra's Platform Potentially Worth Billions In Battling Superbugs And MRSA by StockMatusow

Portugal Telecom: Have We Seen A Bottom? by Antonio Carradinha

Short Ideas

Biologix Hair: Not Worth $261 Million by Christopher Drose

3D Systems: Food For Thought... And Concern by Jonathan Selsick

Lack Of Profitability At KB Home Could Lead To More Downside by Todd Senick

Apple Still Offers Nothing Bullish by Brennan Basnicki

Quick Picks & Lists

A Bearish Case For Rio Tinto: Commodities Conundrum by Wei Chi Loh

Bear Of The Day: BHP Billiton by Zacks Investment Research

Why The Fed Won't Taper In 2013 And What To Buy In The 'Bloodbath' Now by Hawkinvest

Lululemon And Axiall: Perfect Prices On The Dip by Jeremy Michael Jones

Why Tesla's Battery Swapping Won't Work by Three Knights Capital

Sizable Trade In Sirius XM Radio Options by Interactive Brokers

2 Picks That Prove Growth Is King by Kate Stalter

Sherwin Williams: Superior Customer Service by Nikhil Raheja

What The Snubbing Of Hyaluronic Acid By The AAOS Means For Investors by Steven Breazzano

Cramer's Picks

Cramer's Mad Money - DuPont Is A Dynamic Scientific Problem Solver (6/25/13) by SA Editor Miriam Metzinger

Cramer's Lightning Round - Amazon Is A Cult Stock (6/25/13) by SA Editor Miriam Metzinger

Insider Ownership

1 Tech Stock And 1 Pet Store With Recent Intensive Insider Selling by Markus Aarnio

2 REITs With Recent Intensive Insider Buying by Markus Aarnio

IPO Analysis

3 New Healthcare IPOs For June 24th Week by IPOdesktop

2 New Enterprise IT IPOs For June 24th Week by IPOdesktop

IPO Review: Tremor Video, Offering Video Advertising Solutions by Vivek Gupta


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