Alpha-Rich Ideas
Legg Mason: Enormous Share Buyback And Normalizing Rates Fuel 65% Upside
by Mike Williams
Editor's notes: Analyst earnings estimates greatly underestimate the effect of LM's massive buyback program. The shares have 65% upside before factoring in a potential AUM rise.
OMV's Transformation Should Unlock Meaningful Value
by Stephen Simpson, CFA
Editor's notes: Under the radar oil major OMVKY.PK offers strong cash generation and the ability to beat low expectations. 30% upside as a recent deal raises the company's profile.
Pixelworks: Dilution And Highly Overstated Growth Prospects Drive At Least 20% Downside
by Ashraf Eassa
Editor's notes: PXLW's questionably timed follow-on offering and less than exciting growth could make for a short play. Tech expert Ashraf Eassa sees up to 35% downside as the picture crystallizes.
Bassett Furniture: Now Is The Time To Buy
by Shaun Currie
Editor's notes: Economic expansion, increased US home sales, and a continuing turnaround all serve as tailwinds for BSET. Equity analyst Shaun Currie sees 20% intermediate-term upside, with more to come in the long-term.
Deutsche Lufthansa: 30% Upside; Undervalued To Flag Carrier Peers As Europe Recovers
by Helix Investment Research
Editor's notes: Lufthansa's restructuring and balance sheet deleveraging combined with surprising robustness in its core European business could portend 30%+ upside over the next year.
Weyerhaeuser Is Irrationally Cheap With Powerful Catalysts
by Dane Bowler
Editor's notes: Caught up in the market sell-off of REITs, WY shares provide an attractive entry point into a strong company with accretive capital allocation. REIT expert Dane Bowler sees 25% upside.
The Long Case For Ingredion, Inc.
by Daniel Phillips
Editor's notes: Current pressures in South America mask INGR's transition to higher-margin specialty food ingredients. Buyside analyst Daniel Phillips sees 25% upside over the next year.
Stocks Moving From Alpha-Rich Ideas
Last Monday, Suneet Chandvani argued that Digital Generation's (DGIT) shares still had 70% upside even after a big move. The stock is +15.7% to date. Read article »
On June 3, Valuable Insights said Rubicon (RBCN) was on the cusp of a growth transition, with 50% upside as a result. The stock is +21.9% since. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Insider Buying And A Business On The Cusp Of Inflection: Shares Have 58% Upside by Ashraf Eassa
Even After A Big Run, The Housing Recovery Can Take This Company Higher by Stephen Simpson, CFA
Macroeconomic Headwinds Present Excellent Buying Opportunity For This Bank by Street Smart Investor
Legg Mason: Enormous Share Buyback And Normalizing Rates Fuel 65% Upside by Mike Williams
Long Ideas
American Vanguard Positioned For Solid, Long-Term Growth by Gary Bourgeault
S.O.S. - SAVE Our Souls, Spirit Airlines by Papa of Four
Broadcom: Apple iPhone 5C And 5S Could Drive Shares Back Above $30 by Ashraf Eassa
Investors Should Get A Rise Out Of Rick's Cabaret Future Earnings by David Mau
Overreactions Offer Great Buying Opportunities by Marshall Hargrave
Intel Makes Significant LTE Progress by Ashraf Eassa
Cash Rich Company Ripe For Activism by Marshall Hargrave
Apple's Buyback Program: Value Destroying And Value Retaining by Amir Houriani
Intel: It's About LTE, Dummy by Russ Fischer
Potash Turmoil Creates Investment Opportunities by CJ Money Research
Forest Labs: Will You Invest In This Game Changer Antidepressant? by Kanak Kanti De
European Report Outlines Arena's Prospects There by Spencer Osborne
Solar Sector: Indiscriminate Sell-Off Creates Opportunity by Andy Zelenak
Richmont Mines: Significant Undervaluation Offers Investors A Limited Opportunity by Hebba Investments
Compania De Minas In Search Of The Silver Lining by ResearchCows
Huge Upside Potential Makes Zynga A Good Long-Term Investment by CMI Research
The York Water Company: Watch This For The Long Term by ValueArtifex
Problems Continue At Doral Financial by Profit Fan
Short Squeeze Possible At Vera Bradley by Michael Loeb
Taser: Wearable Cameras May Revolutionize Policing by Marc Gilbert
Galectin Targets Silent Epidemic In Liver Fibrosis by Len Zehr
Magic Software: This Undervalued Small-Cap Is Turning Into A Dividend Growth Stock by Martin Vlcek
Alcatel-Lucent Is On The Right Track by IAEResearch
Riverbed: An Undervalued Growth Stock by Bottom Up Investing
Urban Outfitters: Premium Valuation Warranted On Strong Operating Performance, Balance Sheet by The Value Investor
The Smartphone Price War Is Benefiting Qualcomm: Buy On Expanding Margins by Stock Whisper
Epizyme Gets Orphan Drug Designation On Leukemia Drug by Spencer Osborne
Heritage Crystal Clean Offers Strong Growth Potential And Operating Leverage by Josh Arnold
Datawatch Breaking 52-Week Highs With Multiple Catalysts Ahead by Galileo Russell
Patrick Industries Is Still Undervalued Even After A Significant Rise by John Leonard
Valeant Is An Unassuming Value by Stillport Investments
Altius Minerals Should Generate Substantial Cash Flow From 2016 On by The Investment Doctor
Cisco Is A Long-Term Buy by ResearchCows
Nokia To The Rescue: Microsoft's Last Ditch Effort To Save RT by Charles Fox
Hidden Earnings And Value Case For J.C. Penney by Tyson Halsey
Rebutting The Bear Case On Pixelworks by Mark Gomes
McDermott: Just Too Darn Cheap To Ignore by Marshall Hargrave
Consolidated Water: Desalination Expert Set To Rise 25% by Michael Fitzsimmons
AIG Continues To Offer Robust Upside Potential by Tim Travis
Jamba Juice: Why Q2 (Company Store) Sales Don't Really Matter by Paolo Gorgo
Antares: An In-Depth Look At Otrexup And Reiteration Of My Buy Recommendation by Smith On Stocks
Following Buffett And Riding The Bank Of America Wave by Quoth the Raven
AEterna Zentaris: An Interesting Investment With Long-Term Growth Potential by Alexander Maxwell
SolarCity's Operating Leases Will Lead To Lots Of Future Cash by Galileo Russell
Vodafone: Worthy Of Consideration By Income And Value Investors by Jon Parepoynt
Intel Looks More Attractive At $22 by Justin Jaynes
Haverty Furniture Companies: A Small-Cap Stock With A Niche In The Furniture Industry by Shaun Currie
Hidden Benefits From The ChipMOS Restructuring Plan by Jaret Wilson
A Blue Chip Company That Is 28% Undervalued Because Of Temporary Sales Declines by Bram de Haas
Natural Alternatives International: Cheap With A Possible Catalyst by Paulo Santos
Buy This Dip In First Solar by Matthew Frankel
China Biologic Products: What Happens When You Know Demand Will Double In 3 Years by AlphaStreetResearch
Take Advantage Of A Win-Win Scenario For Intel by Efficient Alpha
Midas Gold - Does Anyone Want More Antimony? by The Investment Doctor
MannKind's Phase III Diabetes Drug Results Should Continue Its Upward Trend by Glen S. Woods
Fiesta Restaurant Group Offers Significant Long-Term Potential by Tim Travis
GoGold Resources - A Strange Name For A Company With A Silver Project by The Investment Doctor
First Solar: One Of The Cheapest Stocks In The Market by Jacob Steinberg
LinkedIn Adds University Pages, But Is This Enough For The Long-term? by Nicholas Kitonyi
Sweeten Your Portfolio With Hershey by Stan Stafford
Nokia: Analysts Are Upgrading Their Estimates by Jacob Steinberg
Alcatel-Lucent: Will Rally Last Or Is It Too Far Too Fast? by David Alton Clark
AIG: Spin-Off Mortgage Unit United Guaranty To Unlock Value by Achilles Research
The Undervalued (Social) Media Company To Watch by Moby Waller
Avita's ReCell Offers New Hope In Difficult To Treat Leg Ulcers by Jason Napodano
RedHill Readying Phase III Trials In Crohn's by Len Zehr
Short Ideas
Short Annaly: Expect More Capital Depreciation by Achilles Research
5 Reasons Why I'm Short Tesla by Amit Ghate
Whiting Trust 1 Price Supported By Short Covering, Will End Soon by Michael Cutler
Casey's General Stores: Secular Headwinds And Valuation Mean Sell by Josh Arnold
Ethan Allen Interiors Set To Fall As The Housing Play Ends by Jeffrey To
The BlackBerry Playbook Tablet Is A Non-Factor by Kofi Bofah
Xylem: A Faltering Company Offers A Unique Shorting Opportunity In The Water Market by Tom Shaughnessy
Danger Zone 8/20/13: Rite Aid by David Trainer
Great Panther Silver Is Overvalued by Ben Kramer-Miller
Quick Picks & Lists
The Concentrated Portfolio Of Great Companies by Pendulum
How Is Kinder Morgan's CO2 Business Doing? by Trefis
Best Buy - Runaway Stock Market Momentum Outpaces Fundamental Improvements by The Value Investor
Bull Of The Day: Synaptics by Zacks Investment Research
Bear Of The Day: PulteGroup by Zacks Investment Research
Vestas, GE And Component Makers Set To Take Advantage Of Trends In Wind Energy Industry by Naomi Warmate-Igwe
EBay As An Investment: Not The Worst, But Still Bad by Alex Jordon
C. R. Bard Hopes That Medafor's Hemostatic Tech Will Stem Cash Hemorrhage by EP Vantage
Heading Into 'The Great Taper,' Where Do You Want Your Money? by Northrop Puckett
50% Profit In Futuristic Growth by Modernist
Seeking The Best Opportunities In Biotech By Value by Brian Nichols
3 Names Riding Apple's Surge by Bret Jensen
Nvidia's Competitive Outlook by William Meyers
Zillow - Beware Of Short-Term Correction As Momentum Is Too Strong by The Value Investor
Cramer's Picks
Cramer's Lightning Round - How Much Do I Like Kroger? (8/20/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - Clash Of The Casino Titans (8/20/13) by SA Editor Miriam Metzinger
Fund Holdings
ADW Capital Partners, L.P. Seeks Company Review Of Capital Allocation To Maximize Shareholder Value At Outerwall, Inc. by ADW Capital
Worth Waiting On A Telecom Buyout? by Marshall Hargrave
Insider Ownership
Insiders Are Buying Gladstone Commercial by Markus Aarnio
How Much Is Syntroleum's 50% Share Of The Dynamic Fuels Plant Worth And Who Wants It? by Robert Wagner
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