Alpha-Rich Ideas
Lee Enterprises' Shares May Double Again
by Ted Barac
Editor's notes: LEE's high FCF generation will lead to debt paydown and a significant positive revaluation of shares. Buysider Ted Barac likes the play as the newspaper industry stabilizes.
Squeeze Out Some Gains From Uranium One
by Chris DeMuth Jr.
Editor's notes: Hedge fund manager Chris DeMuth analyzes the Uranium One buyout and concludes the wide spread sets investors up for a 40%+ annualized return, excluding the possibility of a bump.
Buy Einstein Noah Restaurant Group: Industry Updates Suggest 30% Upside
by Shaun Currie
Editor's notes: BAGL's up 16% since analyst Shaun Currie called it a buy in June; recent refranchising valuations reaffirm the thesis. With solid cash-on-cash returns encouraging franchise growth, 30%+ potential upside awaits.
TAT Technologies: New Ownership And Resolved Headwinds Present Compelling Upside
by Nick Ghattas
Editor's notes: The return of a former owner could foreshadow a similar return to former glory for TATT as the company's strong operating position regains attention.
Left For Dead, Perma-Fix Is Showing Sudden Signs Of Life
by Igor Novgorodtsev
Editor's notes: Having cut costs and secured vital funding, PESI may have staved off meltdown. As Department of Energy spending picks up, the company's shares have radioactive potential.
Pacific Rubiales: A Deeply Under-Valued Colombian Diamond In The Rough
by Caiman Valores
Editor's notes: Despite poor share performance this year, PEGFF.PK continues to offer fast growth and relative value. 30-50% upside as the worst-case scenario is already priced in.
Come For The Real Estate, Stay For The Meal: Minimum 20% Upside For Ruby Tuesday
by Shaun Currie
Editor's notes: After netting out the value of its real estate, Ruby Tuesday's operations are valued at a mere 2x FCF. Divestitures and debt reduction plus an all-star management team could lead to 40% upside.
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Abnormally High Returns On Invested Capital At A Low Multiple Of Free Cash Flow by Saidal Mohmand
A Sinking Ship With Default Risk by MBAvalueinvestor
Lee Enterprises' Shares May Double Again by Ted Barac
Squeeze Out Some Gains From Uranium One by Chris DeMuth Jr.
Long Ideas
Affymax: Putting The Pieces Together by EXPstocktrader
A New Direction For Microsoft As CEO Steve Ballmer Retires Within 12 Months by Junius
Markman Hearing Could Open The Door To Future Revenue Streams For Local by Sharon di Stefano
Sirius XM: Is Nobody Else Excited About Agero? by Stephen Faulkner
Marvell Offers Long-Term Value Proposition by William Meyers
Synaptics: Accumulate Under $40 by Sacha May
Facebook Still A Good Buy Despite Lofty Valuation by Boniface Murigu
Is Wal-Mart A Good Buy After Its Earnings Report? by Adetokunbo Abiola
Why Graftech International Is A Deal by Kapitall
Tesla: Recharging Its Evaluation by Matthew Levy
The Kindle Is Key To Amazon's Chinese Success by John Mylant
Opko Health Poses Short-, Mid- And Long-Term Potential by Josh Ginsburg
Is Cisco Strategically Presenting Itself As A Good Buy Opportunity? by John Mylant
Marvell Offers Upside Potential From Here As Operational Strength Continues by Ashraf Eassa
Intel: Closing The Gap? by Alex Jordon
Buy A.O. Smith: This Water Heater Manufacturer Is Sizzling by Fusion Research
Should You Trust In TrustCo Bank? by Christopher F. Davis
Ablation Wars Heat Up As St. Jude Buys Endosense by EP Vantage
Tutor Perini: Undervalued Infrastructure Play by Bret Jensen
Vivus Weekly Sales Move Above 10,000 by Spencer Osborne
Will Silver Wheaton's Rally Last? by Lior Cohen
Bye-Bye, Ballmer by Gaurav S. Sharma
Microsoft Surges Following Steve Ballmer's Departure by Tom Shaughnessy
Capstone Mining - A Transformational Acquisition by The Investment Doctor
Auxilium Looks Dirt-Cheap With Xiaflex Set To Drive Top-Line by Andy Batts
Hornbeck Offshore: 27% Upside With Significant Growth Factors On The Horizon by Jeff Williams
Jinko Solar: Are The Margins Sustainable? by Sneha Shah
Ballmer Is Almost Out, But Microsoft's Problems Are Far From Over by Ashraf Eassa
Safeway: What's Driving This Grocer's Growth by Equity Bytes
Pandora - Lack Of Short Term Profit Focus Leaves Investors Disappointed by The Value Investor
Arena Sales Pace 10 Weeks In by Spencer Osborne
Microsoft Could Use Ron Johnson's 'Big Thinking' by Quoth the Raven
Rio Tinto And BHP Billiton: Breaking The Status Quo With Copper by Fusion Research
A Safe Growth Play In A Volatile Market by Arsene Lupin
Globalstar: Hidden Value In The Spectrum by Paulo Santos
Yahoo: The Turnaround Continues On Pace by CMI Research
Alpha And Omega Semiconductor - Undervalued Takeover Target With Aces Up Its Sleeve by Kiran Pande
Facebook: Why You Should Grab This Tech Firm Today by Alpha Stars
Analogic: A Tech, Healthcare And Aviation Security Play by Bottom Up Investing
Does Apple Really Need The Aluminum Cover For Its iPhones? by Nicholas Kitonyi
Yelp Is To Angie's List What Facebook Was To Classmates.com by Scott Ryan
Skyline Medical: FDA Approved, Little Competition And A Lot Of Room To Run by Daniel Lauchheimer
Zep: A Small Cap Cleaning Company You Should Keep On Your Radar? by The Analyst Hub
RF Micro Devices - Low Risk Way To Play Smartphone Growth by Sneha Shah
Should You Bet On Coach's Transformation? by Equity Bytes
General Electric Has Not Doubled... Yet by David Alton Clark
Here Is How Pointer Telocation Ltd. Shares Could Be Valued Over $10 by super-trades
Will This Social Butterfly Ever Soar? by Stone Fox Capital
Short Ideas
This Legendary Retailer Might Be The Worst Investment You Can Make Right Now by StreetAuthority
Amazon.com: The Mix Matters And Explains Most Of The Profit Implosion by Paulo Santos
InVivo Therapeutics: A Reality Distortion Field by Biotech Sage
Wabash National: Strong Upside On Trailer Replacement Needs by Gary Bourgeault
New Homes Sales For July Plunge: Short Every Homebuilder Rally by Dave Kranzler
BlackBerry Takeover: Thanks, But No Thanks by Kofi Bofah
J.C. Penney: Adjusted Book Value Less Than $6 Per Share by Matt Stewart
Quick Picks & Lists
Low-Priced Stocks To Avoid: Round 5 by Stan Stafford
Don't Miss These 3 Healthcare Sweet Spots by Fusion Research
3 Solid Machinery Stocks You Must Own by Fusion Research
Bear Of The Day: 3D Systems by Zacks Investment Research
Bull Of The Day: Michael Kors by Zacks Investment Research
2 Pharma Stocks With More Than 25% YTD Returns To Consider by Fusion Research
Deferred Compensation Assets And Liabilities by David Trainer
Sell Builders - Too Many Housing Headwinds Ahead by George Kesarios
Which Stocks You Should Be Picking Amid Defense Budget Cuts by Fusion Research
When Will These 4-Star Utilities Power Up? by Morningstar
Weekly Mobile Notes: Apple, Nokia and BlackBerry by Trefis
3D Printing: Seeing The 3rd Dimension by Matthew Levy
The Outlook On U.S. Oil Refineries by Junius
With Ballmer Retiring, Microsoft Jumps by Bill Maurer
New Picks From The Hot Biotech IPO Market: Ran Nussbaum by Life Sciences Report
Fund Holdings
Goldman Sachs Study Names Outerwall The Most Shorted Stock by Little Apple
Tracking Carl Icahn's Portfolio - Q2 2013 Update by John Vincent
Insider Ownership
Insiders Love These Healthcare Stocks by Stock Whisper
Insiders Are Buying BioTime: Should You? by Markus Aarnio
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