Alpha-Rich Ideas
Janus: Abnormally High Returns On Invested Capital At A Low Multiple Of Free Cash Flow
by Saidal Mohmand
Editor's notes: Thanks to tailwinds like increasing AUM and consolidation within the financial services industry, JNS has compelling long-term upside, even with conservative assumptions.
Nuverra Environmental: A Sinking Ship With Default Risk
by MBAvalueinvestor
Editor's notes: Over-levered NES trades at a premium valuation. With core businesses declining and the risk of covenant violation, shares have 80% downside to fair value.
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Janus: Abnormally High Returns On Invested Capital At A Low Multiple Of Free Cash Flow by Saidal Mohmand
Nuverra Environmental: 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
American Made But Growth Is Overseas by Marshall Hargrave
BlackBerry: Can It Still Explode Higher? by Ashraf Eassa
Gran Tierra Continues To Beat Expectations by ResearchCows
Intel's Secret Weapon by Ashraf Eassa
Noodles & Co. Is A Tasty Dish by RedWaveResearch
Adtran: I Think It Is Going A Lot Higher by Bottom Up Investing
Carl Icahn's Threat To Apple's Long-Term Prospects by Lennox Yieke
A Pure Play On Kinder Morgan Growth by Adam Jones
Patriot Transportation Is Undervalued With A Significant Near Term Catalyst by John Leonard
Kirkland's Rising Margins Should Propel The Stock Higher by Josh Arnold
Ultratech's Story Is Still Interesting by Ashraf Eassa
Taylor Morrison: Noisy Quarter Post IPO Clouds Significant Operational Gains by Money Investor
Short Ideas
Terminal Diagnosis: Despite What You May Have Heard, Dendreon Is A 'Dead Company Walking' by Scott Fearon
Quick Picks & Lists
Why Hewlett-Packard Is Not A Sell by Adetokunbo Abiola
Marvell Technology - Be Cautious After 2013's Strong Momentum by The Value Investor
Surprisingly Enough, Prepaid Phone Plans Have Not Hurt High-End Device Makers by George Kesarios
Fund Holdings
Billionaire David Einhorn's Small-Cap Picks by Insider Monkey
Billionaire T. Boone Pickens's New Energy Picks by Insider Monkey
Billionaire Leon Cooperman's Dividend Picks by Insider Monkey
Insider Ownership
Insiders Are Buying Valeant Pharmaceuticals by Markus Aarnio
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