jueves, 6 de junio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

ExOne: A $15 Stock On Sale For $46
by Brian Smith, Jr.

Editor's notes: Limits to XONE's sales and business model don't mesh well with a sky-high valuation. Smith says the stock should be valued 67% lower even if the company meets its targets.

Brazil Fast Food Has A Margin Of Safety With Significant Upside
by Nick Ghattas

Editor's notes: The fast food company is on the verge of increasing profits, debt paydown, and capital returns, making it a nice under the equator play. Ghattas forecasts triple-digit upside.

Editors' Picks

Starbucks: Kraft Lawsuit Provides A Rare Investment Opportunity by Moses Li

Expectations Rising For ABM Industries by Gary Bourgeault

Recent Run At Guess? Creates Compelling Short Opportunity by Vince Martin

Microsemi Offers Underrated Potential by Stephen Simpson

Salesforce.com: The Charade Continues With Recent Acquisition by Tim Travis

HCI Group: Inadequate Reinsurance Coverage Poses Potentially Catastrophic Risks To Shareholders, Policyholders And Taxpayers by Xuhua Zhou

Acadia Has A Silver Lining In Its Playbook by PTSD Trader

Buy These 3 Biotechs To Corner The Parkinson's Disease Market by Jason Napodano

As The Patent Cliff Approaches, Buy TrovaGene by Logical Assessment

Tesla Isn't The Only Company Riding Auto Evolution by Redrut

Long Ideas

Titan Machinery: Company Set To Capitalize On Long-Term Food Production Demand by Money Investor

Starbucks: Kraft Lawsuit Provides A Rare Investment Opportunity by Moses Li

Expectations Rising For ABM Industries by Gary Bourgeault

Starbucks: Can The Growth Continue? by Catalyst Investments

Asset Play: Frisch Restaurants by Bram de Haas

Polaris Industries - On An Enviable Growth Trajectory by Salman Ebrahim

Cimarex: Is Deutsche Bank's $99 Target Realistic? by Michael Fitzsimmons

CSP Is A Tech Stock You Should Be Adding To Your Portfolio by Elisa Lemmola

Longleaf Partners Reveal Where Ex-Chesapeake CEO McClendon Lost Their Support by Devon Shire

Target: Stay Cautious by Stock Gamer

RBC's Analysis Of Nokia Is Questionnable by Charles Santerre

Shorting BlackBerry: What You Need To Know by Infinity Group

Intel Works To Develop Monolithic Integration Of Wifi And RF, Part I by Mordechai Rorvig

A Threat To Big Soda? by Bill Gunderson

Apple Should Drive Higher Going Into Monday's Developer Conference by Adam Betancourt

AT&T - Upside Potential Of 20% by The Ethical Investor

SUPERVALU Vs. Roundy's: Case Study Comparing 2 Struggling Grocery Retailers by Saibus Research

Why Google Chrome Will Crack Windows by Capital Recharge

Ambarella: After Shares Have Nearly Tripled, Upside Potential Remains by The Value Investor

Must Buy Auto Stocks For 2013 by Fusion Research

RAVN: A Unique Opportunity To Purchase A Premier Industrial Asset by 20 Slots

Ambarella: Growth At A Reasonable Price by ONeil Trader

Hexcel Corporation: A Buy On Business Strategy by Fundamental Analyst

Silex Systems: The Future Of The Uranium Enrichment Industry by Teenie Cap Research

Ambarella Exhibits Greater Growth Potential Compared To Semiconductor Industry by Market Analytics

Hanger Inc.: Sustainable Competitive Advantages by Nikhil Raheja

AbbVie Pharmaceuticals - High Risk With Little Upside Potential by Market Analytics

IBM: Bet On Big Blue's Boom? by Marshall Hargrave

Dell: Can It Prosper By Turning The Virtual Desktop Into Gold? by Adetokunbo Abiola

Universal Health Services Is Buy For A Long-Term Horizon by Investment Analytics

Johnson & Johnson: When Special Items Are The Norm by Robert Honeywill

Key Take Aways From The Tesla Motors Annual Shareholder Meeting by Wall Street Elevator

Ascena Retail: Expected To Beat Market Consensus Estimates; A Long-Term Buy by Alpha Hunter

Citigroup: Positioned For Growth But Pressures Still Exist by Dave Dierking

Middleby Corporation Is Decent Bet For Growth Investors by Alpha Hunter

These 3 Drug Stocks May Cure Summertime Blues by Todd Campbell

Qualcomm's Growth Is On Sale by Stock Gamer

Microsemi Offers Underrated Potential by Stephen Simpson

Medtronic: CoreValve's Long Road To U.S. Approval by Peter Geschek

5 Reasons I Wouldn't Want To Be Shorting Vringo Right Now by Justin Giles

Intel: The Big Jigsaw Puzzle by Russ Fischer

Foot Locker: Daddy Needs A New Pair Of Shoes by Adam Betancourt

Nokia: Things Are Looking Up by Jacob Steinberg

Could Money Grow On Vertically Farmed Plants? by Bohsie

Microsoft And Nokia: Windows Phone Advertising Working by Abu Bakr Hussain

Sonus And AudioCodes: Your 1-2 Punch For Potential Takeovers by Josh Franklin

Comstock Resources: Fundamentals Finally Turn Bullish by Michael Fitzsimmons

What Iluvien May Mean To Alimera And PSivida by Smith On Stocks

Competitive Advantages, Huge Skin Cancer Market Bode Well For Aura by Brian Marckx

Inter Parfums Is An Attractive Small-Cap Pick by IAEResearch

Acadia Has A Silver Lining In Its Playbook by PTSD Trader

Rosetta Resources: Eagle Ford Play Is Gaining Momentum by Bret Jensen

Evaluating Cloud Computing And The Salesforce.com Acquisition by Bottom Up Investing

Colgate's Essential Products Lead To Dependable Growth by Delian Naydenov

As Delta Sheds Its Memphis Hub, Expansion Efforts In Major Cities Could Become Common by Heather Ingrassia

Cloud Consolidation Accelerates And Gets Expensive by Dana Blankenhorn

Tesla Short Squeeze, We've Seen This Before by Nick Gagnon

VIX Is Alive And Kicking by Nico Inberg

Laclede Rate Case Agreement Filed by Finjitsu Research

Wal-Mart: Still Offering Great Value by David Trainer

Cyber Security The Next Big Thing In Internet Stocks; Lessons From The Tech Bubble by Alberto Savrieno

pSivida Drug Technology And Pipeline Make It One Of The Most Undervalued Biotechs For 2013 by Bob's Stocks

Wet Seal Could Become The Turnaround Story Of 2013 In The Retail Sector by Unbigoted Research

As The Patent Cliff Approaches, Buy TrovaGene by Logical Assessment

A Good Value In The Biotech Sector? by Bill Gunderson

Tesla Isn't The Only Company Riding Auto Evolution by Redrut

Fuel-Tech Is Undervalued And Offers Intriguing Value To Shareholders by Daniel Philip

Short Ideas

Omega Protein: Why EBITDA Is Set To Be Cut In Half by LongShort 101

Recent Run At Guess? Creates Compelling Short Opportunity by Vince Martin

Objet Founders Sue Stratasys Directors For Commercial Misconduct by NewAngle Research

Homebuilder Fundamentals: 2 (More) Classic Examples Of Shareholder Dilution by Brian Gilmartin

Salesforce.com: The Charade Continues With Recent Acquisition by Tim Travis

HCI Group: Inadequate Reinsurance Coverage Poses Potentially Catastrophic Risks To Shareholders, Policyholders And Taxpayers by Xuhua Zhou

Disagreeing On Marvell's Prospects by Paulo Santos

Stamps.com - A Short Story by Madhusudan Rao

Molycorp: A Dark Road Ahead by StockPro2X

Tesla Conference Notes: Musk Says 'We Don't Want To Suck' by Philip Davis

Quick Picks & Lists

2 Small Cap Picks For Right Now by Cecil Sales

Don't Miss These Rebounding Banks In 2013 by Fusion Research

Will Brunswick Corporation Grow As Expected? by Jarrod W. Jacinth

4 Good Investment Selections Regardless Of Market Trend by Brian Nichols

Possible Devaluation Of The Euro Casts A Shadow Over Gold's Future by Bob Kirtley

Salesforce Fills Out The 'Marketing Cloud' by Michael Fauscette

Zynga Slashes Headcount As It Struggles To Transform Its Business by Trefis

Bull Of The Day: Restoration Hardware by Zacks Investment Research

I Am Not Convinced E-Commerce Will Work For Amazon by John Mylant

AxoGen Sets Stage For Growth In Canada by Cockrell Group

Options In Play On Fairway Ahead Of Earnings by Interactive Brokers

When To Sell High-Flying Stocks by BubbleBustInvesting

Opportunities Remain To Find Bargains by David Brown

Why You Shouldn't Miss These Tech Stocks In 2013 by Futuristics

BDC Risk Profiles: Part 11 - Credit Quality by BDC Buzz

Mobile Device Wars Move Beyond Tech Strategy by Richard Cox

What Must Be In The Ideal Biopharmaceutical Portfolio? by Emerging Equities

Buy These 3 Biotechs To Corner The Parkinson's Disease Market by Jason Napodano

Lululemon Poised To Pop After Ironing Out Pants Issue by Renee Butler

2 Undervalued Ideas For This Bull Market by Value Trap Blog

Cramer's Picks

Cramer's Lightning Round - Higher Rates Are Good For First Interstate (6/5/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Pandora Shouldn't Go Against A Wounded Apple (6/5/13) by SA Editor Miriam Metzinger

Fund Holdings

SolarCity And Other Top Solar Picks By Legendary Fund Managers by GuruFundPicks

Notes On The Las Vegas Value Investing Congress by Value Investing Congress

Monday's Top Biotech Losers Infinity And Synta And Other Top Sells By Fund Managers by GuruFundPicks

IPO Analysis

IPO Preview: LightInTheBox Holding by IPOdesktop


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