viernes, 2 de agosto de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Dundee Corporation: Discount To NAV And Cheap Way To Invest In Latin America
by Mike Arnold

Editor's notes: Having recently spun off a key unit, DDEJF.PK now has a catalyst to close its discount to NAV. 30% upside based on a conservative sum of the parts analysis.

Stocks Moving From Alpha-Rich Articles

On Tuesday, Wall Street Advisors suggested investors go short Uranium Resources (URRE) and long Energy Fuels (EFRFF.PK), as their relative valuation went drastically out of whack. URRE is -16.7% and EFRFF.PK is +11.1% to date. Read article »

On June 3, Ashraf Eassa argued that Marvell's (MRVL) strong operating position should outweigh its patent case concerns. The stock is +20% since. Read article »

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

The Comedy Of This Tech Company's Valuation by Akram's Razor

Dundee Corporation: Discount To NAV And 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

Long Ideas

PGT, Inc: A Window Of Opportunity For Investors by Justin Kuepper

Array BioPharma Stock Continues To Rise On Positive News by The Swiss Trader

Buffett's 2002 Petrochina Investment And Rosneft Today - A Similar Opportunity? by Uncle Scrooge

Micros Systems: To Buy Or Not To Buy? by Timing Best Buy

Protective Life Trades At A 25% Discount To Book Despite Visible Earnings Growth by Andy Batts

Knowing When To Hold 'Em At Zynga by Stone Fox Capital

Cubist Pharmaceuticals: 2 Promising Deals To Bolster Future Pipeline by The Value Investor

Starbucks: Better Than McDonald's And Chipotle by Ian Wyatt

Global Payments: Undervalued, 10% EPS Growth Prospects And Top 3 Global Market Position by Martin Vlcek

Apple Is Significantly Undervalued And Poised For A Bull Run by Zach Cunningham

Trina Solar: Know Your Risks, Or Risk Your Future by Timing Best Buy

Yum Brands Is Looking Tasty by S. Michael Mandala

EPL's Gulf Of Mexico Acquisitions Are Paying Off by Todd Campbell

The Compelling Numbers Behind Xinyuan Real Estate's $60 Million Share Buyback by Andres Rueda

8x8 Is The Host With The Most by S. Michael Mandala

3 Reasons You Shouldn't Count BlackBerry Out by Alpha Stars

What's Next For Facebook's Shares by S. Michael Mandala

Is Esterline Ready To Take-Off? by Futuristics

Intersil Delivers A Comeback Quarter, Is It Time To Buy? by Darspal S Mann

Konami: You Will Love This Stock After Casino Legalization by Fusion Research

Beware The Tale Of The Tapped-Out Consumer by John Reese

Allied Nevada: High Leveraged Play On A Gold Recovery by Steve Nicastro

The Next Deal In The Global Advertising Industry? by Chris Bailey

Arena And Vivus - Why Insurance Is So Important by Spencer Osborne

Sandstorm Gold: Where Will The Growth Come From? by Steve Nicastro

Sirius XM At $4.60? $5? Analysts Continue Upgrades by Stephen Faulkner

For Zalicus, Z160 Data In October Could Be Huge by Jason Napodano

Brookline: Commercial Focus In Boston Offers Growth by Todd Campbell

Why Valmont Industries Should Be Owned by David Zanoni

Deckers: Potential Remains Despite Questionable Guidance by Bill Maurer

Flexsteel Industries: A Look At Potential Catalysts by Jacob Steinberg

Northfield Bank - An Undervalued Thrift With Tailwind by Prasad Karanam

Visa: Keeps On Charging Ahead by Alexander J. Poulos

MasterCard: Undervalued By At Least 12.5%, Conservatively by Albert Dorador

Level 3 Communications: The Hidden Story by David Klein

India Globalization Capital To Benefit From Unappreciated Chinese Iron Ore Demand by Zvi Bar

Gastar Turns Lemons Into Lemonade - Cubic Deal Delayed, Gastar Gets Paid by Josh Young

Arch Coal To Benefit From The Coal Market Rebound by Equity Watch

A Double Opportunity In Bank Stocks? by YCharts

Herbalife: A Basic Overview by DoctoRx

Trius: What Is The CVR Worth, And Will There Be A Higher Bid? by Smith On Stocks

Prosper With Exelis by Delian Naydenov

'Breaking Bad' And Making 'The Killing' With AMC Networks by Tim Gallagher

Can Micron Continue Its Excellent Run? by Adetokunbo Abiola

If I Was An Insider At NII Holdings, I Would Love This by Tufenk

Potash Corp: A Good Way To Take Advantage Of Industry Turmoil by JF Global Investing

Helix Energy Solutions: An Inflection For The Revitalized Company by Fund Gurus

Lazanda A Good Fit For Depomed by Jason Napodano

MicroStrategy, A Leader In Business Intelligence by Absolute Growth

Short Ideas

Facebook: Don't 'Like' Its Stock Price by Sacha May

It's 1999 Bubble Vision All Over Again by George Kesarios

Amazon's Numbers Continue To Worsen by Bill Maurer

YY: Do You Know What You Own? by Xuhua Zhou

Zynga: Be Honest by Vince Martin

Anadigics: Overpriced Even At $2 by Stephen Rosenman

The Pantry, Inc: Crippling Debt And Secular Declines Mean Lower Prices Ahead by Josh Arnold

Implications Of Organovo Lawsuit by Richard Pearson

Quick Picks & Lists

Google Grabs The Starbucks Coffee From AT&T by Emmanuel Floriann Magto

3 'Breaking Bad' Stocks To Get High On by Zacks Investment Research

Bull Of The Day: The Gap by Zacks Investment Research

Bear Of The Day: Amazon by Zacks Investment Research

How To Hunt For Fallen Angels In The Shipping Industry by BubbleBustInvesting

Beyond Range Anxiety: The EV's Next Challenge by Market Exclusive

Ford Truck Sales Climb To Highest Pace Since 2006 by Bespoke Investment Group

Disaster Strikes, Opportunity Arises For Hercules Offshore by Oil & Energy Daily

Could These Crime Fighters Be The Next Tech Superstars? by StreetAuthority

Deferred Compensation Assets by David Trainer

Growth Stocks Portfolio That Has Outperformed The Market By A Big Margin by Arie Goren

Low-End Retailers Deliver Low-End Results by S. Michael Mandala

Fertilizer Fever Catches A Cold: Is Now A Good Long-Term Buying Opportunity? by SmartStops

Nokia's Problem Is Not Microsoft's Problem by George Kesarios

How QKL Stores Inc. Could Be Valued Over $10 by super-trades

3 Small Biotech Firms In The Spotlight by Prohost Biotech

Cramer's Picks

Cramer's Lightning Round - It's Too Late For Chart Industries (8/1/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Will Allergan's Stock Get A Facelift? (8/1/13) by SA Editor Miriam Metzinger

Insider Ownership

Insiders Believe Bovie Medical Is Undervalued by Andrew Stephan

2 Tech Mega-Caps With Recent Intensive Insider Selling by Markus Aarnio

IPO Analysis

IPO Preview: Marrone Bio Innovations by IPOdesktop

IPO Preview: Athlon Energy by IPOdesktop

YuMe: Provider Of Digital Video Brand Advertising Solutions by Vivek Gupta

IPO Preview: Control4 Corporation by IPOdesktop

Marketo - Strong Gains Reduce Appeal As Revenue Growth Is Slowing Down by The Value Investor


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