Alpha-Rich Ideas
Alaska Communications Is An Excellent Takeover Target
by Harry Long
Editor's notes: Hedge fund trader Harry Long finds gold in ALSK's cash flow and valuation after the telecom's dividend cut. The combination and ALSK's size put it in the acquisition sweet spot.
American Realty Capital Properties May Have 40% Upside
by Dane Bowler
Editor's notes: With its latest accretive acquisitions and a share price drop, ARCP has become attractive again, writes REIT expert Dane Bowler.
M/I Homes: Under The Radar Homebuilder Making All The Right Moves
by Money Investor
Editor's notes: Low-risk growth and exposure to stable markets mean MHO might not be undervalued for long. Housing sector expert Money Investor sees a compelling stand-alone or takeout target play.
Editors' Picks
Keating Capital's CEO On Why The Short Case Is Factually Incorrect by Tim Keating
SolarWinds: $120mm Cloud Deal Knocks Off More Than $400mm In Market Cap by Alan Brochstein
Dole Is Too Risky by Michael Nau
The Fresh Market: Put It On Your Grocery List by Philip Saglimbeni
12 Above Average Performing U.S. Growth Firms At Bargain To Reasonable Valuation Multiples by Swedish Speculator
Organovo's Breakthrough In Hepatotoxicity Testing by Jason Napodano
Iridium Is An Underfollowed Value Stock With Strong Potential by Zvi Bar
Kulicke And Soffa Industries: This Semiconductor Company Has Room To Run by Kevin Babb
Dresser-Rand: This Mid-Cap Could Easily Double In 2 Years by Michael Fitzsimmons
Headwaters Inc. Is Trading Ahead Of Fundamentals by Daniel Sermersheim
Long Ideas
Investors Begin To Differentiate Solazyme's Unique Technology by Kevin Quon
Wal-Mart: The Blue Chip At A Low Price, Always! by Stock Picker
Keating Capital's CEO On Why The Short Case Is Factually Incorrect by Tim Keating
Wabco: A First-Class Growing Company At A Fair Price by Gregory Vousvounis
Smith & Wesson Earnings Will Surprise by Ryan Jacobson
Nokia Is Getting Better But There's A Large Risk Looming by Paulo Santos
Ketamine Could Be A Major Revenue Drug For Johnson & Johnson by John Mylant
ASM International: Still Undervalued, Strong Buy by Nico Inberg
Why The Supercharger Network Is A Great Investment For Tesla by Kevin Babb
Apple: Buybacks, Margins, Valuations, Oh My! by Bill Maurer
Even After Doubling, Shares Of HP Still 45% Undervalued by Mike Williams
Sirius XM: It's The Market, Stupid by Stephen Faulkner
Jim Cramer Is Wrong About P&G by Larry Smith
Ford - Trucks And Fusion Drive Rise by Spencer Osborne
The Housing Rebound Presents 2 Stocks With Profit Potential by Jeffry Chmielewski
Avanir Pharmaceuticals Builds A Pipeline In A Pill by C.R. Jackson
Citigroup: U.S. Banking Stocks Indicating An Upward Surge by Fundamental Analyst
Adept Technology, An Acquisition Candidate? - Part II by Dutch Trader
SolarWinds: $120mm Cloud Deal Knocks Off More Than $400mm In Market Cap by Alan Brochstein
Johnson & Johnson's Potential Blockbuster For Multiple Myeloma And Its Competitors by Peter Geschek
Sequenom: Disruptive Innovation Is Driving Investment In NIPT by Marty Chilberg
The Buyback Kings Part 4: ITT Education Is Teaching The World How To Buy Back Stock by Brian Grosso
HomeAway: Growing Fast With A Solid Leadership by Delian Naydenov
Steelcase: This Little-Known Office Supply Company Could Rise 20% This Year by Matthew Frankel
5 Bullish Signs For FuelCell Energy Ahead Of Earnings by Green Energy Addict
KeyCorp's New Business Moves Should Help Increase Profits by Richard Tarjeft
The Fresh Market: Put It On Your Grocery List by Philip Saglimbeni
Why Ariad's Iclusig Is A Potential Blockbuster by Cory Renauer
Delek US Holdings: A Small, Overlooked & Undervalued Refiner by Bret Jensen
What This Country Needs Is A Good $99 Smartphone. by Sami J. Karam
Verizon And BCE: Which Is Better? by investec
Lexmark International: Why Is A Printer Company Trying To Reduce Print? by Rochelle Jenks
Recent Insider Buying Just One More Reason To Consider Vivus by Trade In Mexico
Wi-Lan: A Patent Play With Asymmetrical Upside? by Alexander Maxwell
Achillion: Is This Stock For Traders Or For Long Term Investors? by Regarded Solutions
Is It Time To Buy Walter Investment Management, Again? by Justin Kuepper
eBay Appears Poised For Growth Through PayPal Expansion by Wes Blevins
Can Sirius Fight Off Apple, Google And Pandora? by StockSaints
Procter & Gamble - Unleashing The Upside Of The Giant by Stock Bets
Buy Northern Tier Energy LP by Tom Dorsey
U.S. Bancorp Is Great At Growing Deposits And Profits by Richard Tarjeft
Collectors Universe: Great Future by Nikhil Raheja
SanDisk: Key Drivers In The Flash Memory Card Division by Trefis
Dril-Quip: A Potential Long-Term Value Creator by Economics Fanatic
Intel Now Inside A Samsung Galaxy Tablet by Kirk Lindstrom
Howard Hughes Enjoys Solid Growth Due To Strong Summerlin Land Sales by Saibus Research
Death Is Good... For Service Corporation International by Naomi Warmate-Igwe
How Jones Group Plans To Improve Its Profitability In The U.S. by Trefis
Dish Ups Clearwire Bid In A High-Stakes Game Of Poker With Softbank by Trefis
Valuing The Potential Of Cancer Drugs: The Case Of Curis by Philip Corsano
Organovo's Breakthrough In Hepatotoxicity Testing by Jason Napodano
GM Looks To Haul In More Chinese Buyers With Cadillacs Made Locally by Trefis
Bull Of The Day: Salix Pharmaceuticals by Zacks Investment Research
Keyw Holding Corporation: Acquisitions And Future Growth Ahead by Derek Chipman
NeoStem: Built For Success In Regenerative Medicine by Stone Fox Capital
Nvidia To Get Boost From Haswell Release by Kevin Greenhalgh
Iridium Is An Underfollowed Value Stock With Strong Potential by Zvi Bar
Should Investors Be Excited Over Haswell? by Justin Jaynes
Kulicke And Soffa Industries: This Semiconductor Company Has Room To Run by Kevin Babb
Dresser-Rand: This Mid-Cap Could Easily Double In 2 Years by Michael Fitzsimmons
Sandy's Silver Lining: Generac by Robert Wagner
Is Pepsi Both An Attractive Long-Term And Short-Term Buy? by Market Analytics
4 Reasons To Like BlackBerry Ahead Of Earnings by Chris Lau
BlackBerry: The Absolute Coolest Brand In South Africa by George Kesarios
Pfizer: Get Ready To Load Up On Shares by Stock Gamer
How Seagate Will Maintain Gross Margins And Continue To Trade Higher by Jason Kaplan
Vertex Energy: TCEP Expansion Will Help Drive Revenues by Baruch Energy Research
The Fast Paced World Of Advanced Cell Technology: An Interview With Chairman And CEO Gary Rabin by Michael J. Ray
Computer Task Group Is A Defensive Stock You Should Look At by Elisa Lemmola
Gaslog: Stellar Growth Can Trigger Stock Upside by Economics Fanatic
May Auto Sales Rebound - Good For Sirius XM by Spencer Osborne
Saks: A Good Deal For All by John Cryan
Schlumberger's Strong Performance Offers Investors A Lot Of Upside by Profit Fan
This Small-Cap Natural Gas Stock Has Speculative Upside by Mike Williams
Citigroup - A Must Buy Blue-Chip Stock by Stock Bets
BlackBerry Should Turn A Profit This Quarter by Michael Blair
Avita Medical: An Under-The-Radar Buy In Regenerative Medicine by Mike Havrilla
Intel Puts The Final Nail In The ARM Cost Myth Coffin by Ashraf Eassa
CARBO Ceramics: Competitive by Nikhil Raheja
Zynga Might Be Ready For The Next Leg Up by George Kesarios
Short Ideas
Vringo: Where's The Money? by Chris Grunewald
Don't Know Textron? You Can Still Profit From Its Sell-Off by Vlad Karpel
Dole Is Too Risky by Michael Nau
Sell ARM: Intel Mobile Progress Is Major Threat To Lofty Valuation by Ashraf Eassa
Palo Alto Networks - Revenue Slowdown And Margin Pressure Does Not Bode Well For The Future by The Value Investor
Eagle Bulk Shipping: Digging Through The Surprise First Quarter Earnings by Lambros Papaeconomou
Headwaters Inc. Is Trading Ahead Of Fundamentals by Daniel Sermersheim
Tesla's Ambitious SuperCharger Infrastructure Build Is SuperExpensive by Fund Manager
Quick Picks & Lists
Sell Euro After Jobless Rate Hits Record by Richard Cox
Pandora Rocks Mobile, For Now: Apple And Google Could Take The Cake by Renee Butler
12 Above Average Performing U.S. Growth Firms At Bargain To Reasonable Valuation Multiples by Swedish Speculator
Yelp Is In A Good Position To Grow Through Partnering by John Mylant
JetBlue's Growth Takes Flight With Capacity Expansion by Trefis
Intel, TSMC: This Is Where The Real Battle Is Taking Place by Russ Fischer
Crowdsourcing Entertainment: How Amazon Is Taking On Netflix by Renee Butler
2 Small Caps On The Move by Kate Stalter
Cramer's Picks
Cramer's Mad Money - Cheniere Energy CEO: 'Go Knock Yourself Out!' (6/3/13) by SA Editor Miriam Metzinger
Cramer's Lightning Round - Barnes & Noble Is The Only Game In Town (6/3/13) by SA Editor Miriam Metzinger
Fund Holdings
David Einhorn's Recent Small-Cap Stock Picks by Cecil Sales
Clovis Among Top Small-Cap Biotech Picks By Legendary Fund Managers In Q1/2013 by GuruFundPicks
A Look At Third Avenue Funds' Quarterly Report by Holmes_Osborne
Ignore The U.S. Economic Data And Look At 3 Small Caps Undervalued By The Graham Number by Kapitall
Celsion A Top Biotech Pick By Leading Fund Managers In March Quarter by GuruFundPicks
Insider Ownership
3 Tech Stocks With Recent Intensive Insider Selling by Markus Aarnio
3 Basic Materials Stocks With Recent Intensive Insider Buying by Markus Aarnio
IPO Analysis
Epizyme - Investors Are Wildly Enthusiastic About Future Prospects Of This Recent IPO by The Value Investor
IPO Review: LightInTheBox Holding - Attractively Priced. by Fundamental Evaluation
4 U.S. IPOs Planned For The Week Of June 3 by Renaissance Capital IPO Research
Why are you receiving this? You subscribed to Investing Ideas at Seeking Alpha.
Unsubscribe from this email or manage all your Seeking Alpha email choices here.
To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
No hay comentarios:
Publicar un comentario