jueves, 4 de julio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Mallinckrodt Pharmaceuticals: An Under-Followed Spin-Off With Attractive Upside
by Soldier of Fortune

Editor's notes: Covidien's pharmaceutical spin-off MNK is undervalued out the gate. Buyside analyst Soldier of Fortune says an aging population should boost its generics business to the tune of 50% upside.

Eagle Bancorp Could Be A Long-Term Love Story
by Stephen Simpson

Editor's notes: Even after the financial sector rally, EGBN's shares can fly higher. In the early innings of an efficient growth story, the stock has up to 30% upside.

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

Mallinckrodt Pharmaceuticals: An Under-Followed Spin-Off With Attractive Upside by Soldier of Fortune

Eagle Bancorp Could Be A Long-Term Love Story by Stephen Simpson

Petrominerales Offers Investors Considerable Upside Despite Its Problems by Caiman Valores

AmeriServ Financial: 20% Discount To Tangible Book, Bright Long-Term Prospects by Intangible Valuation

Long Ideas

Manitex's New 70-Ton Crane To Lift The Stock Price Sky High? by Timing Best Buy

SunEdison - Set To Capitalize On The Trillion Dollar Solar Opportunity by Sneha Shah

Oracle: Enterprise Manager Update And Valuations by Bottom Up Investing

How An Improved Damages Award Against SIGA Would Affect PharmAthene's Valuation by Jeff Eiseman

Have Investors Acquired A Taste For Samsung, The Forbidden Fruit? by Andrew_Keene

Time To Buy Nokia by Redrut

Keppel Corp.: Profit From The Rig Construction Boom by Power Hedge

Workday: A Balanced And Positive View by Silicon Valley Insights

Huge Share Class Arbitrage Opportunity In National Research Corporation Class B Shares by Denver Smith

Can Verizon Show Growth Through The M2M Sector? by Adetokunbo Abiola

The Bullish Case For NN, Inc. by John Leonard

Marine Harvest: Largest Producer Of Farmed Salmon A Buy by Economics Fanatic

Baxter International: Favorable Risk/Reward Profile by Tom Armistead

MGT Capital: Patent Continuation Reveals A Lucrative Stock Market Inefficiency by Greg Miller

Ameris Bancorp: Big Changes In Store, Will They Pay Off? by Profit Fan

Cover Your Amarin Short And Go Long by Quoth the Raven

Ambase: Market Reaction To Real Estate Deal Misguided by Chris Karlin

Peabody Energy: Commodity Contrarian Investing 101 by Tim Travis

Intel's Silvermont Delivers On Its Promises by Ashraf Eassa

The Market Believes Muscle Pharm Will Continue To Grow by MTF Investing

Share Repurchase And Atlantis Investment In NQ Mobile Signal A Turn by Toro Investment Partners

Rentech: An Undervalued Special Situation Investment by Edwin Berrios

Forecasting IBM's Q2 And Share Price by Bottom Up Investing

Microsoft Hopes Its New Plans Will Improve Its Stock And PC Sales by Asset Investing

Car Charging Group: Immense Potential As Its Industry Follows Growth Trajectory Of 3D Printing by D. Mero

Short Ideas

Barrick Gold: Is Pascua-Lama A Company Breaker? by Itinerant

Pacific Sunwear Of California: Overvalued And Undercapitalized by Nathaniel Matherson

Danger Zone: Callaway Golf by David Trainer

Cummins Still A Sell Ahead Of Earnings by Tradespoon

Examining Zillow And Trulia's Current Low Profit Margin Growth Strategy by Odysseus

It's Not Too Late To Sell Refiners Tied To Brent/WTI Oil Spread by Non-Correlating Stock Ideas

Quick Picks & Lists

S&P 1500 Most Heavily Shorted Stocks by Bespoke Investment Group

Who Will Be Most Affected By Hewlett-Packard's Smartphone Comeback? by George Kesarios

5 'Red Hot' Biotechs: Chen Lin by Life Sciences Report

Goodbye My Iced Lemon Pound Cake by Nathaniel Matherson

Why Buy Avanir Pharmaceuticals by Emerging Growth

Off-Balance Sheet Reserves by David Trainer

The Second Half Of 2013 - Top Industrial Picks by Codespeed

The Second Half Of 2013: Top Financial Picks by Codespeed

What Yesterday's OCTG Trade Case Means For U.S. Pipe Manufacturers by Non-Correlating Stock Ideas

Chinese Solar Photovoltaic Manufacturers No Worse For Wear by Joseph Zhu

The Safest Way To Earn A 29% Yield by Lou Basenese

Insider Ownership

2 Industrial Goods Companies With Recent Intensive Insider Selling by Markus Aarnio

2 Basic Materials Small Caps With Recent Intensive Insider Buying by Markus Aarnio


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