martes, 30 de julio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Town Sports International: Entrenched With A 12% FCF Yield
by Intangible Valuation

Editor's notes: CLUB has built up a strong moat and trades cheaply compared to free cash flow. As the market recognizes its true earning muscle, the shares could bulk up 45%.

Power Solutions Is Running Out Of Juice: 60%-70% Downside
by Nick Ghattas

Editor's notes: PSIX's unproven technology, weak cash flow, and cyclical end markets suggest the stock's nosebleed valuation isn't sustainable. Over 60% downside possible as further deterioration in the growth story becomes evident.

Hudson Technologies: Imminent Catalysts Could Lead To 100% Upside In 12 Months
by Alpha Bet

Editor's notes: An EPA regulation on a key substance could lead to great pricing power for HDSN. The refrigerant reclaimer could see 100% upside as it becomes the only game in town.

Alberta Oilsands Inc - A Potential Cash Windfall That Could Change The Company
by Devon Shire

Editor's notes: AOSDF.PK is due to receive a cash payment that will leave it trading at half its net cash. With several domestic and international oil assets providing optionality, there's considerable upside.

Bullish On American Apparel: Beyond Controversy, An Inflection Point And Growth
by Pendulum

Editor's notes: With a recent debt refinancing squared away, APP can refocus on its growth plan and putting controversy behind it. Multi-bagger potential for the clothing company.

Stocks Moving From Alpha-Rich Articles

Yesterday, Alpha Bet said Hudson Technologies (HDSN) was in line to benefit from an EPA regulation phasing out a refrigerant. The stock finished the day +17.5%. Read article »

On June 14, William Garrison presented the case for RELM Wireless's (RWC) shares to double as the company stood poised to gain market share. The stock has moved +22% since. Read article »

Breaking Alpha-Rich Articles (for Pro Subscribers. Learn more»)

Forget The Temporary Worries, This Company Is Built To Continue Winning by Stephen Simpson, CFA

Unloved And Undervalued, These Shares Have 30% Near-Term Upside by Ashraf Eassa

Town Sports International: Entrenched With A 12% FCF Yield by Intangible Valuation

Power Solutions Is Running Out Of Juice: 60%-70% Downside by Nick Ghattas

Long Ideas

Thoughts On Jos. A. Bank Valuation by Jae Jun

Walt Disney's Recent Box Office Flop No Big Deal But Keep An Eye On Strong Price Momentum by Boniface Murigu

Barron's Makes Another Premature Call: Round 2 - Restoration Hardware by Brian Nichols

Sirius XM Refinances Debt At Attractive Rates by Spencer Osborne

Will Nokia's Lumia 1020 Sales Hurt Its Other Models? by Charles Santerre

Vical Investors Brace For Upcoming Ph III Data Catalyst by Brian L. Wilson

Joe's Jeans: Deep Value And Growth Catalysts by Josh Arnold

Venaxis: Well-Funded Ahead Of Multiple Catalysts Expected Through Year-End by Mike Havrilla

Should You Speculate In ATAC Resources? by Ben Kramer-Miller

Fast Food And The Chinese Debacle by Equity Whisper

SunCoke Energy Partners: A Special Kind Of MLP by Marshall Hargrave

An Overlooked Stock May Be This 'Hated' Sector's Best Bargain by StreetAuthority

Apple Needs To Buy TomTom ASAP by Genesis Housing

Lions Gate Entertainment: Good Films, Good TV Shows, Good Stock by Jeffrey To

Buy Oceanagold For Its Didipio Mine by Ben Kramer-Miller

Targeted Medical: Pharmaceutical Food Has Landed by Josh Ginsburg

Buy Intel On Valuation by Equity Whisper

Smith And Wesson: Keep Shares Locked And Loaded, Part 2 by AstroInvestments

Live Nation Could Entertain Portfolio Profits by Spencer Osborne

Zynga: First I Was Furious, Then I Bought More Shares by Regarded Solutions

Micron: Why This Time It Really Is Different by Russ Fischer

How Car Charging Group Is Utilizing Tesla's Publicity by Mars Report

Nokia Seems To Be Getting It Right by Sneha Shah

Buffett-Style DCF Valuation Of U.S. Bancorp by AquaResearch

More Misinformation About The Sirius XM Share Buyback by Crunching Numbers

General Electric's Hidden Gem Is Finally Gaining Respect by Clayton Rulli

Tetraphase Pharmaceuticals: A Compelling High-Risk / High-Reward Biotech Investment by Brendan O'Boyle

Nokia Investors Need To Worry More About Sony And Less About BlackBerry by Chandan Sarkar

Trinity Industries: This Railcar Supplier Is A Buy by Clayton Rulli

Electronic Arts: 2 Upcoming Catalysts With Star Wars And FIFA by Chris Katje

Keep An Eye On Ico Therapeutics by Jason Napodano

Caesarstone Offers Solid Growth And A Premium Play On Housing by Frank J. Constantino

Crocs: Post-Earnings Sell-Off Presents Opportunity by JF Global Investing

Daily Fantasy Sports: Unprecedented M&A, Parabolic Growth And One Amazing Stock by Greg Miller

Athabasca Oil Corporation Is A Classic Deep Value Play by Felix Pinhasov

Seadrill's West Tellus Contract Continues To Show Industry Strength by Power Hedge

Activision Blizzard's Independence From Vivendi Highlights Long-Term Bull Case by Chris Katje

Bulls Will Feed On Wendy's by Equities Lab

K-V Pharmaceuticals - One Of The Best Risk/Reward Scenarios You'll Come Across by The GeoTeam

EMC Insurance Group. - Opportunistic Value Investment Primed For A 40% Dividend Yield Increase by Joshua Chin

Tronox: A Small-Cap Buying Opportunity Versus Peers by Masterpiece Retirement Services

Win A Water War With This Utility by Thomas Hiller

CommVault's Earnings Will Move The Shares by Little Apple

Short Ideas

Alcatel-Lucent Is An Albatross For Shareholders by Alex Jordon

Avoid USEC Inc. At Any Price by J Mintzmyer

Don't Interact With Soul And Vibe Interactive: Not Worth $161 Million by Christopher Drose

Rough Seas For Diana Containerships by J Mintzmyer

Don't Get Played By Soul and Vibe Interactive: A Worthless Stock Manipulation by Infitialis

Natural Grocers: Good Business But Expensive Stock by Economics Fanatic

Angie's List Will Be A Catastrophe Of Epic Proportions by Quoth the Raven

Exact Sciences: This Is Not The Next Pap Smear - Debunking The Bull Case (4 of 5) by Alpha Exposure

Quick Picks & Lists

4 Goldilocks Stocks Worth Looking At In This Environment by David Brown

Facebook Stock Is Definitely Worth Buying by Harlan Kessler

Wouldn't You Like To Be A Pepper (Snapple) Too? by Baskin Financial Blog

Exercising With Technology Is The Way Of The Future by Alpha Stars

Reasons To Avoid CAT by Equity Whisper

Who's Afraid Of Aereo? by Tufenk

Pfizer Rearranges by Derek Lowe

Bull Of The Day: Tesla Motors by Zacks Investment Research

Bear Of The Day: Caterpillar by Zacks Investment Research

Amazon Keeps Amazing - Revenue Slowdown Is Worrying As Valuation Is Based On Growth by The Value Investor

Cheap Stocks Worth Buying Now: Round 1 by Stan Stafford

Google's Chromecast Is A Peek At Future Tech Investing by Quoth the Raven

10 Top Value Ideas From The Keeley Small-Cap Value Fund by Investing 501

Will Phil Mickelson Help Callaway Combat Headwinds? by Clayton Rulli

Cramer's Picks

Cramer's Mad Money - Are Merger Mondays Back? (7/29/13) by SA Editor Miriam Metzinger

Cramer's Lightning Round - I Was Stunned By Solar Capital (7/29/13) by SA Editor Miriam Metzinger

Insider Ownership

2 Healthcare Large Caps With Recent Intensive Insider Selling by Markus Aarnio

2 Financial Sector Majors With Recent Intensive Insider Selling by Markus Aarnio

2 Energy Stocks With Recent Intensive Insider Buying by Markus Aarnio

2 Tech Stocks With Recent Intensive Insider Selling by Markus Aarnio

2 Healthcare REITs With Recent Intensive Insider Buying by Markus Aarnio

IPO Analysis

U.S. IPO Recap: 11 Deals Prince In Busiest Week Since November 2007, 8 Companies Set Terms by Renaissance Capital IPO Research

Agios Pharmaceuticals - Another Successful Public Offering Of A Biotech Company by The Value Investor

8 U.S. IPOs Planned For The Week Of July 29 by Renaissance Capital IPO Research


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