sábado, 6 de julio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Codorus Valley Bancorp: Growing Bank Deserves A Higher Multiple
by Intangible Valuation

Editor's notes: CVLY has consistent and profitable growth, a low Price-Tangible Book ratio, and solid loan losses coverage. The community bank has double-digit upside based on several valuation methods.

Transglobe Energy: Opportunity Amid Uncertainty In Egypt
by GFP Investments

Editor's notes: With Egypt in turmoil again, TGA's undervaluation offers a contrarian opportunity. The market has totally discounted the company's growth prospects; as the accounts receivables pile evens out, big upside looms.

SandRidge Mississippian Trust I: Risk Of Downward Re-Pricing
by Richard Zeits

Editor's notes: Investors are hypnotized by SDT's high yield, but sector expert Richard Zeits uncovers data suggesting the wells are performing poorly. If Q2 earnings confirm the trend, shares could pull back significantly.

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

This REIT Is Substantially Undervalued Despite A Superior Portfolio by Dane Bowler

There's More Than Scarcity Value To This Bank by Stephen Simpson

More Room To Run, At Least 20% Upside For This Food Company by Brian McCormick

Codorus Valley Bancorp: Growing Bank Deserves A Higher Multiple by Intangible Valuation

Long Ideas

Intel's New Tablet Processor Beats The Best ARM Chip By A Huge Margin by Sneha Shah

BlackBerry: So You Think This Is Bad? by Infinity Group

New Flyer Consolidates Leading Position In Transit Bus And Parts Markets by Tom Konrad

Unique Traits In Dental, Veterinary Distributor Markets Support Wide Economic Moats by Morningstar

Children's Place: E-Commerce Offers Upside by Todd Campbell

Electronics For Imaging: Undervalued, Strong Growth Prospects by Martin Vlcek

China Cord Blood Corporation: 64% Upside Potential by Dieter Plas

LHC Group: Near-Term Headwinds Offering Buying Opportunity With Upside Potential by Andy Batts

BlackBerry: Not Dead Yet by Elephant Analytics

Buying $1 For 40 Cents: CF Industries by Eric Gregg

Green Mountain Coffee Roasters Expanding Into New Markets by PowerOptions

War On SSD: Seagate Vs. Western Digital Corp. by Dieter Plas

Immunogen: A Game Changing Stock With Tremendous Upside Potential by Fund Gurus

WisdomTree Investments: Betting On ETF Growth by Arnbjorn Ingimundarson

PDC Energy: Big Play In The Underrated Wattenburg by Marshall Hargrave

Arena Sales Picking Up by Spencer Osborne

Knot Offshore Partners: 6.5% Dividend Yield And Potential High Growth by Economics Fanatic

How The BARDA Government Contract Will Impact SIGA's Share Value by Francisco Javier Garcia

Chesapeake's Deal With Exco Shows How Far The Value Of Haynesville Acreage Has Fallen by Devon Shire

GTX Incorporated: Its 'Other' Drug, Capesaris by Cora Schlesinger

Noodles & Co - Great Food, Great Stock? by Michael Vellucci

Yahoo: Momentum Could Send The Stock To $27 by Investor Aide

Further Regulation A Positive For Cummins by PowerOptions

Google Will Eat Microsoft's Lunch by Shareholders Unite

Carrizo Oil & Gas: Fast Growing Eagle Ford Producer by Bret Jensen

Why I Continue To Double Down On Document Security Systems by Carl Cachia

Carpenter Tech: A Rare Gem In The Materials Sector by Gregory Vousvounis

Will Intel Win With The Expressway Manager? by Adetokunbo Abiola

Mondelez International: Highly Attractive Long Term Growth Prospects by investec

BlackBerry Contradicts Itself Twice By Doubling The Discount On Z10 In India by Sneha Shah

Here's Why Linn Energy Isn't Done Dropping by Mike Maher

GeneNews: The Market Leader In Colorectal Cancer Molecular Diagnostics by Grant Zeng

Short Ideas

Greenhill And Co: Expect Continued Weakness by Mike the PhD

Linn Energy: A Different Kind Of Oil And Gas Company? by Richard Zeits

After Tripling, Big 5 Sporting Goods Is Due For A Pause by Alan Brochstein

Bravo Brio Restaurant Group: Poor Metrics And Unjustified Valuation by Josh Arnold

Daqo New Energy: Survival Odds Are Low by Sneha Shah

Quick Picks & Lists

Bear Of The Day: Southern Copper by Zacks Investment Research

Bull Of The Day: Dreamworks Animation SKG by Zacks Investment Research

China Telecom Upbeat On 3G CDMA Network Acquisition And Wireline Broadband by Trefis

Housing Stocks Look Attractive, But The Dynamics Might Change by George Kesarios

Update: MLPs Getting Hit And Chesapeake's Worst Divestiture To Date by Josh Young

Isolate Your Banking Stock Risk With Bank Of Hawaii by Christopher Lum Lee


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