jueves, 1 de agosto de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Ignite Your Portfolio With This Radioactive Pair Trade: Short Uranium Resources And Long Energy Fuels
by Wall Street Advisors

Editor's notes: URRE's recent run-up has left it drastically overvalued and EFRFF.PK accordingly undervalued. A former hedge fund analyst who called OCLS's decline likes the combination as the market looks closer.

Oxford Resource Partners Offers Multi-Bagger Potential Despite Its Problems
by GuruFundPicks

Editor's notes: A recent debt refinancing leaves OXF free to execute on a turnaround plan. As coal reaches a positive inflection point, shares could have 50-150% upside.

Dream Unlimited: A Sweet Dream For Investors
by Mike Arnold

Editor's notes: New spin-off DRUNF.OB has a dream-like fee structure and properly aligned management that should send shares higher for the real estate company. 70% upside.

Idenix Pharmaceuticals: Potential Multi-Bagger Means Little Risk/High Reward
by McDuck Capital

Editor's notes: IDIX is a biopharma play with substantial buyout opportunities and a strong research and product pipeline with as much as 146% upside.

Alco's 50% Off Book Sale Represents Opportunity For Investors
by Whopper Investments

Editor's notes: Like merger arbs and net-nets? Then you'll love Alco, which is being acquired for less than net current asset value. Whopper Investments (of OUTD and LAKE fame) sees the 30-day go-shop period resulting in a higher bid.

Stocks Moving From Alpha-Rich Articles

On July 12, Josh Burwick argued that Symantec (SYMC) controlled its own destiny, with up to 30% upside in its future. The stock is now +12.2% after a strong earnings report. Read article »

On April 25, fund manager Thomas Finser made the bullish case LCA-Vision (LCAV) as management's efforts took root. The company reported strong earnings this week and is +19.5% since the article came out. Read article »

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

This Company Offers A Discount To NAV And A Cheap Way To Invest In Latin America by Mike Arnold

Ignite Your Portfolio With This Radioactive Pair Trade: Short Uranium Resources And Long Energy Fuels by Wall Street Advisors

Oxford Resource Partners Offers Multi-Bagger Potential Despite Its Problems by GuruFundPicks

Dream Unlimited: A Sweet Dream For Investors by Mike Arnold

Long Ideas

Coca-Cola Should Consider Offering Snacks To Increase Beverage Sales by Jay Wei

2 Asset Plays In The Newspaper Industry by Asset Plays Investing

Newtek Business Services: Growing Market Share Will Push This Stock To New Highs by S. Michael Mandala

Prima BioMed: Catalysts On The Way by Tech Guru

Clean Energy Fuels - Natural Gas Play For The Patient Investor by Sneha Shah

Intelligent Kiosks From FAB Universal Key To Future Growth by Emerging Growth

Buy Broadcom To Enjoy A Profitable Future by Timing Best Buy

Industrial Sector Review: Digging Into Caterpillar by Matthew Crews

Why LinkedIn Will Be A $300 Stock This Time Next Year by Leigh Drogen

Lumina Copper: Massive Return In Sight For Patient People by Dieter Plas

Coronado Biosciences: A Massive Bear Trap In The Making by Josh Ginsburg

Can Intel Be Born Again Or Is It Late To The Party? by Alex Jordon

Will Apple's iPhone 5C Kill Nokia? by Jacob Steinberg

Kors: Bullish Into Earnings And Holiday Season by Feria Investor

Patience Proves A Virtue With Silicon Motion, More Upside To Come by Ashraf Eassa

Las Vegas Sands: Growth And Value For Shareholders by Feria Investor

Despite Sequester, Opportunities Exist In Defense Sector by Austin Guy

Undervalued Stock Of The Week: MRC Global by Brad Kenagy

Cobra Electronics: This Below $3 Tech Stock Looks Like A Bargain by Trade In Mexico

Ocean Rig: Revenue And Growth Visibility Will Translate Into Stock Upside by Economics Fanatic

Dell: A Low Risk Arbitrage Play With 15%+ Upside by CDM Capital

Rollins: Strong Brands, Recession Proof And A Natural Source Of Future Business by ValueArtifex

Johnson & Johnson's Blockbuster Candidate Simponi And Its Rivals by Peter Geschek

Soul And Vibe: Recent Share Cancellation Increases Shareholder Stake by S. Michael Mandala

Time To Take Profit On Lions Gate by Robert Wu

Alacer Gold Is Highly Undervalued by Ben Kramer-Miller

First Merchants Corporation Maintains Earnings Momentum by Junius

Choice Hotels: Top Hotelier But Bad Investment by Marshall Hargrave

Compass Minerals: A Basic Materials Company With No Commodity Risk by Gregory Vousvounis

American Tower: Time To Abandon Ship? by Christopher F. Davis

Compass Minerals: Is Panic Selling In The Potash Space Unlocking A Value Opportunity? by ValueArtifex

Valmont Industries: 5 Catalysts For A 50% Return by AlphaStreetResearch

Skyworks Solutions Ready To Heat Up by Always Bullish

EXL Services: Price Correction Gives A Decent Entry Point by Sneha Shah

Huron Consulting: An Obamacare Winner by Bret Jensen

Huge Patent Potential With Spherix by Stone Fox Capital

Five Below: Far Above by Philip Saglimbeni

Courier Corporation: Many Catalysts In A Relatively Stable Industry by Jacob Steinberg

This Surging Small-Cap Stock Still Has 25% Upside by StreetAuthority

Impact Of New Sirius XM Debt On Earnings by Crunching Numbers

United Rentals: A Solid Long-Term Bet by Fusion Research

Qualcomm: A Fairly Valued To Modestly Undervalued Growth Stock by Bottom Up Investing

Improvement In The Trucking Industry Spells Profits For TravelCenters Of America by MTF Investing

Sequenom Billing Code Drama An Opportunity For Long-Term Investors by Cory Renauer

Tata Motors: A Dirt-Cheap Auto Stock With A New 'Conviction Buy' Rating by Hawkinvest

5 Things I Don't Like About Chesapeake Energy, And How They Affect Numbers by Alexander Valtsev

Immersion: 30% Upside As Haptic Technology Is The Future by The Oxen Group

Passport Potash's Low-Cost Project Stands Out In Potash Sector Meltdown by Peter Epstein

Apple - Waiting For iGodot by Sneha Shah

Quantifying iPhone Lite's Potential Revenue- And Stock-Boosting Prospects For Apple by Joshua Chin

Teledyne Is More Than An Aerospace Company by Todd Campbell

Bitauto Holdings: After Tripling, Shares Still Look 55% Undervalued by Mike Williams

The Health Of CTG In Healthcare by Rochelle Jenks

Lihua International: A Growing Business With At Least 50% Upside by Jason Radin

SurModics Undervalued And Growing Fast by John Leonard

A Bullish Case For Nokia by Adetokunbo Abiola

Applying Buffett's Arbitrage Techniques To Infusystem by Jae Jun

What Does The Future Hold For AutoZone? by Timing Best Buy

Why Nokia's Turnaround Is Inevitable: Diversification On All Fronts by Charles Fox

GT Advanced Technologies: A Solar/LED Equipment Supplier Market Leader With Almost 80% Upside by Long Term Hunter

Dreamworks Animation: The Value Is In IP Licensing And Residuals by Mike Arnold

Trius Therapeutics To Be Acquired By Cubist by Smith On Stocks

Short Ideas

Can Tesla Reach 500,000 In Vehicle Sales Or Is Dougherty & Co. Overly Optimistic? by Odysseus

BioCryst's Lead Drug Candidate Will Face Challenges After FDA's Likely Peramivir Rejection by PropThink

Another Looming Dividend Cut Poses Above Average Risk To Just Energy Investors by Ben Axler

Exact Sciences - Appendix: Answering The Critics by Alpha Exposure

Bankrate - Not A Buy At Current Levels by Sneha Shah

Quick Picks & Lists

Bull Of The Day: S&T Bancorp by Zacks Investment Research

Bear Of The Day: Ultratech by Zacks Investment Research

Hospital Consolidation Continues - Community Health Systems Acquires Health Management Associates by The Value Investor

Voltari Corporation: A Cheap Mobile Ad Play by Stock Investor

eBay A Leading Indicator Of Amazon Revenue - Revisited by Ryan Macumber

'Body In White' Expansion Opportunity For Aluminum Manufacturers by John Mylant

Renewable Diesel Plant Could Spark Serious Gains For Investors by Oil & Energy Daily

July 2013 Auto Sales Preview by Selerity Research

Cramer's Picks

Cramer's Mad Money - Buffalo Wild Wings Takes Flight (7/31/13) by SA Editor Miriam Metzinger

Cramer's Lightning Round - Regeneron Is The Real Deal (7/31/13) by SA Editor Miriam Metzinger

Insider Ownership

Insiders Are Buying Up Microcap Almaden Minerals by Markus Aarnio

IPO Analysis

IPO Preview: Sprouts Farmers Markets by IPOdesktop

IPO Preview: American Homes 4 Rent by IPOdesktop

IPO Preview: Ardmore Shipping by IPOdesktop


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