Alpha-Rich Ideas
Deep Sea Supply: A Potential Acquisition Target With High Growth Prospects
by Street Smart Investor
Editor's notes: Cash inflow from a JV will allow Deep Sea to take advantage of tailwinds in the offshore drilling industry. The low valuation makes it a potential takeout target.
Cowen Group: Trading Below Liquid Assets With An Asset Manager Thrown In For Free
by Saidal Mohmand
Editor's notes: Trading at a discount to NAV, COWN has several options to unlock value. 20% upside to start, with room to go higher as the company pulls the right levers.
Accor Group: Transformation To 'Asset-Right' Strategy Makes Shares Undervalued
by Mike Arnold
Editor's notes: A key strategic shift could double Accor's margins, leading to considerable upside in the shares. The move and resulting potential for increased payouts could lead to a double by 2016.
Seven Billion Reasons To Own Bankers Petroleum
by Devon Shire
Editor's notes: BNKJF.PK owns the largest onshore oilfield in Europe, but is undervalued in several key metrics. With a new CEO on board, the company may soon capitalize on its position.
Priced For Perfection, Proto Labs May Be On The Verge Of A Growth Scare
by Keubiko
Editor's notes: Fund manager Keubiko reads between the lines of PRLB's filings and finds many warning signs for the company's future growth. The high valuation offers significant downside and a short opportunity.
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Deep Sea Supply: A Potential Acquisition Target With High Growth Prospects by Street Smart Investor
Cowen Group: Trading Below Liquid Assets With An Asset Manager Thrown In For Free by Saidal Mohmand
Accor Group: Transformation To 'Asset-Right' Strategy Makes Shares Undervalued by Mike Arnold
Seven Billion Reasons To Own Bankers Petroleum by Devon Shire
Long Ideas
Novavax: Big Pharma Wants RSV Bad by Michael Webb
Apple's Challenging Metric Conversion by Posts At Eventide
A Sale Or Joint Venture Of RadioShack De Mexico Might Be In The Cards by Manoj Madhavan
Intel 2013 Half-Time Report: Things Are Looking Ugly, But The Worst Is Nearly Past by Ashraf Eassa
Consolidated Water Provides Growth And Dividends by Josh Arnold
Raven Industries: Value Exists In Diversified Machinery by Colin Livasy
Global Brass And Copper To Benefit From U.S. Housing Recovery by Price Point
Howden Joinery Group: An Alternative Way To Access The Improving UK Property Market by Fund Gurus
Nokia Set To Make Investors Very Happy by Timing Best Buy
3D Systems Set To Make Investors Very Happy - Part 2 by Timing Best Buy
America Movil To Save The German Telcom Market From Spain's Telefonica by ResearchCows
Short Ideas
Netflix Might Be Twisting Its Cash Flow Statement by Shmulik Karpf
Ballard Power Systems Is A Dead Investment by Sneha Shah
Quick Picks & Lists
Buy Into Amarin's 1-2-3 Domino Effect by Quoth the Raven
Fund Holdings
Tracking Bill Ackman's Pershing Square Portfolio - Q2 2013 Update by John Vincent
Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q2 2013 Update by John Vincent
Tracking Bruce Berkowitz's Fairholme Portfolio - Q2 2013 Update by John Vincent
Insider Ownership
Insiders Are Buying Banc Of California by Markus Aarnio
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