Alpha-Rich Ideas
ManTech International - A Contrarian Play On Sequestration And Afghanistan Drawdown
by Kedar Special Situations
Editor's notes: A shift in MANT's business mix has it well prepared for industry headwinds. The stock has 30% upside and is a potential takeover target.
The Bon-Ton Stores: Too Much Debt, Too Many Problems
by Shaun Currie
Editor's notes: BONT faces a bad combination of competition, weak locations, and a tough economic climate, and lacks the balance sheet flexibility to respond appropriately. 35% downside.
Ascena Retail Group: Leading Market Share And Aligned Management Below Its Private Market Value
by Saidal Mohmand
Editor's notes: ASNA's strong balance sheet and specialty focus should help it overcome short-term headwinds. Value investor Saidal Mohmand sees 50%+ upside as the company fully integrates recent acquisitions.
FirstService Corporation: Consider A Bid On This Under-The-Radar Real Estate Powerhouse
by Trading the Spread
Editor's notes: FSRV's strong portfolio stands to benefit from the global real estate recovery. An investment advisor sees 33% upside as management delivers on growth and margin targets.
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Flying Under The Radar, But Not For Long: This Company Has 60% Upside by Shaun Currie
A High-Beta Play On 20nm And Below by Stephen Simpson, CFA
Investment Company: Misunderstood, With Catalysts To Come In The 2nd Half by Helix Investment Research
Huge Savings On Company Going On Now! by Chris DeMuth Jr.
Long Ideas
Start With Telus If You Want To Buy Into Canadian Telecoms In Light Of Recent News by Alexander Valtsev
How Is Nokia's Recovery Going? by Jacob Steinberg
Apache: Egypt Deal Sparks More Upside Potential by The Value Investor
Why George Soros Likes J.C. Penney by Adetokunbo Abiola
Oracle Is Fairly Valued But Accumulate On Dips by Bottom Up Investing
Don't Be Too Quick To Write Off American Eagle by Nikhil Raheja
Bank Of America: Getting Lean, Mean And Sexy by Quoth the Raven
SunEdison: Good Days Ahead by Stock Whisper
Keep A Close Eye On Health Management Associates, Community Health Systems by ResearchCows
Expectations For Eli Lilly's Lung Cancer Drug Rise, But Revenue Concerns Continue by A John Hodge
Vodafone: Value Without Verizon Wireless? by Matt Hylland
Gentium: Buying Opportunity At A Lower Level Amid Correction by Andy Batts
So You Have Some Questions About Sunshine Heart? by PropThink
SPY 4.6% Off Record High While ECRI's WLI Is Back Near Its 3-Year High by Kirk Lindstrom
Yes, Gilead Did It Again by Prohost Biotech
GKN: An Undervalued Recovery Stock by Fund Gurus
Firsthand Technology Fund: Pre-IPO Cash Hoarder by Stone Fox Capital
Concur: Profit From Cutting Business Travel Costs by Todd Campbell
Globus Medical: A Look At Catalysts That Will Drive Shareholder Returns by Okachi Ordu
Arena Week 11 Sales Up Big by Spencer Osborne
Frisch's Restaurants Offers Current Income And Dividend Upside by Josh Arnold
Hyundai: The World's Most Profitable Major Automaker Is A Bargain by Labutes IR
Yandex: A Russian Search Engine For Profit Seekers by Global Investing Editor
GTx: 4 Reasons Why This $1 Biotech Stock Could Be Poised For A Big Rebound by Trade In Mexico
Emerging Markets: The Next Leg Up For Boston Scientific Corporation by ResearchCows
The Fundamental Danger To Biotech And How pSivida's Model Can Help Address It by Andreas Spiro
Core Labs: This Firm Is One Of The Most Overvalued On The Market by Valuentum
A Sensible Approach To Investing In Alcatel-Lucent by John Mylant
Drill Profits From This Oil And Gas Contract Drilling Company by Aurora Analytics
Revisiting Crumbs Bake Shop: Is It Finally The Next Krispy Kreme? by Gem Advisors
Nokia's Cash Position Explained by Redrut
VCA Antech - The Truth About Cats And Dogs by Geetanjali Gamel
Theravance Is Splitting Into Two Very Appealing Companies With Medium-Term Upside Of At Least 50% by Paper Tiger Investing
Why Digital Ally Inc. Could Double When Compared To Taser International Inc. by super-trades
Will Amgen's Purchase Of Onyx Prove To Be A Smart Move? by ResearchCows
General Electric: A Good Decision! by John M. Mason
Speculations On BlackBerry Make It Hard To Breathe: Time For A 6-K Reality Check by Tom Shaughnessy
Bank Of America Stock Currently An Attractive Bargain by Alex Jordon
Bnccorp, Inc.: A Bakken Bank With Upside by Alex Colcernian
Can Trovagene Be The Belle Of The Ball? by Douglas W. House
Why I'm Expecting A Qualcomm Co-Branded Nook: A Mental Q&A by Peter Larson
Update On Bullish Case For Steven Madden by Pendulum
Carrols Restaurant Group: Turnaround In Progress by Josh Arnold
Intel Unhinged: Has The Elusive Double Finally Arrived? by David Alton Clark
RPX Corporation: A Cheap And Misunderstood Patent Company With A Moat by Buffett Junior
Planet Payment: Investor Capitulation On Earnings Miss Creates Opportunity, Significant Upside by Eiad Asbahi
Valley National: A High Yielding Bank Worth Owning by Seeking Profits
Core Molding Technologies: Cheap With Upcoming Cyclical Growth Driver by Paulo Santos
Short Ideas
Barrick Gold Is Destroying Shareholder Value by Ben Kramer-Miller
Salesforce.com Results Impress The Street! Insiders Seem Less So Based On Recent Sales by Michael Blair
Quick Picks & Lists
Fresh Ideas, Fresh Gains by The Focused Stock Trader
Bull Of The Day: Magna International by Zacks Investment Research
Bear Of The Day: Hibbett Sports by Zacks Investment Research
How To Make Money From Waste by Fusion Research
Splunk - Outstanding Performance, Fresh Highs by The Value Investor
Pent-Up Demand Bodes Well For Automakers by Feria Investor
Fund Holdings
Google: 192 Hedge Funds Go Long by Little Apple
Insider Ownership
Insiders Are Buying Superior Plus by Markus Aarnio
Insiders Are Buying Leisureworld Senior Care by Markus Aarnio
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
