Alpha-Rich Ideas
Steinhoff International Holdings: A South African Holding Company Trading At A Wide Discount To NAV
by Mike Arnold
Editor's notes: Holding company Steinhoff trades at a 36% discount to NAV despite a robust, well-diversified operating model. An IPO of its International Operations division may serve as a near-term catalyst.
Ark Restaurants Could Be Cooking Up Some Profits
by Whopper Investments
Editor's notes: ARKR's idiosyncratic approach has produced consistent earnings despite unavoidable bumps. With a lurking acquirer and an investment that could hit the jackpot, the company is too cheap to ignore.
Ithaca Energy: Strong Growth But Deeply Undervalued (For Now)
by Dennis Beaudet
Editor's notes: Ithaca (IAE.TO in Canada) trades at 50% of NAV and very low multiples. As production picks up and the company digests a recent acquisition, there could be big upside.
Photronics: Minimum 20% Upside As Growth Initiatives Highlight Relative Undervaluation
by Helix Investment Research
Editor's notes: PLAB's strong competitive position belies its undervaluation. An increase in high-end business and revved-up growth could lead to gains for investors.
After Doubling, Blucora Still Undervalued
by Vince Martin
Editor's notes: Strong profitability, impressive free cash flow, a low multiple, and substantial NOLs make BCOR shares intriguing in light of high growth potential. 50%+ potential upside over the next few years.
IPG Photonics Looking To Innovation And Integration
by Stephen Simpson, CFA
Editor's notes: Multiple valuation approaches suggest IPGP shares are significantly undervalued. With a technology and margin edge in a fast-growing market, shares could see 30% upside or more.
Stocks Moving From Alpha-Rich Ideas
Yesterday, Stephen Simpson explained how Cyan's network solutions could help carriers solve their traffic-growth/capital-budgeting dilemma. The stock finished the day +7.8%. Read article »
On June 21, Volte-Face Investments called Coastal Energy a traditional value investing opportunity, with a sell-off offering investors 55% upside. The stock is +27.1% since. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
A Tricky Mix Of Opportunity, Risks, And Uncertainty by Stephen Simpson, CFA
Long This Stock: Misunderstood With Short-Term Catalyst by Jonathan Rossman
Questionable Accounting Masks True Risk For Company by Dr. Hugh Akston
Company Looks To Bring The Green by Stephen Simpson, CFA
Long Ideas
U.S. Rare Earths Inc: A Rare Combination Of Assets And Management by Mobile Guru
Environmental Fines Leave Detrex's Share Price Depressed by Hanson So
Freeport-McMoRan: The Storm Before The Calm by Michael Sacerdote
What ShopHouse Can Contribute To Chipotle Shareholders by Frank Carson
Nautilus Minerals: Mining The Sea Floor For Profits by Ben Kramer-Miller
Confidentiality Hiding The Likelihood Of Profitability For Marathon Patent Group by Greg Miller
China Mobile Could Be Apple's Biggest Catalyst by Prescient Investment Analysis
Wells Fargo: Still Cheaper For An Entry? by Fusion Research
Microsoft: Goodbye Ballmer, Hello Price Growth? by SmartStops
Stratasys Is Getting Serious About The Consumer Segment by ONeil Trader
Is AOL A Pick After Earnings Report? by Adetokunbo Abiola
Toll Brothers, Luxury Buyers Not Slowing Down Home Purchases by David Guarino
Alcobra: An Interesting Investment Opportunity In The Healthcare Space by Biomed Group
General Mills: Stock Of Champions by Equities Lab
Medtronic: Infuse Woes Signals Opportunity For Others In Bone Grafting by Cockrell Group
Cubist And The Threat Of Antibiotic Resistance by Peter Geschek
Why Alliance One International Remains A Dud by Gary Bourgeault
Infoblox: A Potential Beneficiary Of Increasing DNS Hacks by Nikos Theodosopoulos
The Next Quantum Leap: 3-D 'Teleporting' by Scott Ryan
Is Arena A Buy Near 52-Week Lows? by Spencer Osborne
First American Financial: Multiple Levers Towards Success With A Hedge Against Rising Rates by David Zhang
Flat Is The New Growth For The U.S. Weight Loss Market - For Now by John LaRosa
Time To Buy Five Below? by Brian Sanders
Implications Of The Pfizer Business Split by ResearchCows
Why Xinyuan Needs The TPG Deal Like A Fish Needs Water by Charles Zhang
IBM: A 'Startup' On The Verge Of Monetizing The New Era Of Computing by Bruce Becker
Avery Dennison Is Attractive On Strong Free Cash Flow by Junius
Has Micron Really Peaked? by Stock Whisper
Athabasca Oil Corp. - A Big Long-Term Option On Innovation And High Oil Prices by Devon Shire
Nabors Industries: An Activist Led Turnaround Is Underway by Marshall Hargrave
Now Is The Right Time To Buy PepsiCo by Equity Watch
Disney Still A Strong Buy by Jacob Steinberg
Nokia: Sell Side Bears Don't Play Fair by Genesis Housing
Potash Corp: 5 Fundamental Reasons To Buy by CJ Money Research
Blackstone's Sponsorship A Significant Advantage To Blackstone Mortgage Trust by Price Point
Buy Apple Ahead Of These 5 Catalysts by Quoth the Raven
J.C. Penney's Underlying Cash Burn Is Worse Than It Appears by Capital Structure
Workday Reports 72% Revenue Growth by Silicon Valley Insights
Nokia's Revival: What Does The Future Hold? by Timing Best Buy
Why Skyworks Looks Like A Buy by Tarun Bachhawat
Sibanye Gold: Bullish On The Abandoned Child by Itinerant
Ford: The Time To Buy Is Fast Approaching by David Alton Clark
Amira Nature Foods: The Short-Covering Is Just Getting Started by Marshall Hargrave
Key Tronic: Wait For This Underfollowed, Undervalued Stock by Jae Jun
Looking To Make A Profit By The End Of The Week? Trioil Resources Might Be The Way by Devon Shire
Aceto: A Generic-Drug Growth Story by Chris Bunge
Tokyo Electric Power: It's Time To Be Patient by Investometrica
Profit From The U.S. Industrial Revolution by Elliott Gue
Ascendas REIT: An Industrial REIT Out Of Singapore To Watch by Power Hedge
UQM Technologies: A Small-Cap Play On The Electric Vehicle by Shaun Currie
SunEdison: Never Look A Gift Horse In The Mouth, Buy The Dip by David Alton Clark
Gold Mining Equities: A Play Against The Tide by Gold Silver Worlds
The Baker Brothers Increase Shares In Halozyme By 105%, Insider Makes Big Buy And Options Heat Up by StockMatusow
Alexion Pharmaceuticals Offers Long-Term Value by William Meyers
Short Ideas
Time To Short GameStop? by J Mintzmyer
Tesla's American Dream Can Turn Into A Speculator's Nightmare by Tim Travis
The ExOne Company: Irrational Exuberance Obscures Black Clouds Building Around 3-D Printing by The Street Sweeper
Nordic American Tanker Can't Generate Cash by Seeking Profits
Affymax Likely Worthless: Omontys Kills At Least 9x More People Than Epogen by Alpha Exposure
Can Nvidia And Qualcomm Withstand Intel's Mobile Assault? by Mark Hibben
J.C. Penney - A Retail Dinosaur Soon To Be Extinct by AlphaStreetResearch
Francesca's: Investors In For Nasty Surprise Next Week by Richard Pearson
Investors Are Misguided On The Legacy Of Ballmer by Stone Fox Capital
JPMorgan: Should You Sell This Fallen Angel? by Seeking Profits
Did Google Blow Its Chance At $1,000? by Bill Maurer
Quick Picks & Lists
5 Significant Short Interest Moves by Bill Maurer
Top Performing Stocks YTD/MTD by Bespoke Investment Group
Worried About Syria? Buy Tesla by Vahan Janjigian
Checking In On The Promoted Stocks Scoreboard by David Merkel
Bear Of The Day: American Eagle by Zacks Investment Research
Bull Of The Day: Biogen Idec by Zacks Investment Research
With Recovering Economy, Which Machinery Stocks Should You Buy? by Fusion Research
Stock Investments For A Possible Market Decline by Ján Mazák
Too Many Oil Bargains: Which Is The Best Buy For 2013? by Timing Best Buy
Calumet And Tesoro Are Attractively Priced by Tyson Halsey
Maybe The Banks Will Never Again Split Their Shares by Mark McQueen
3 Stocks Not Worth Their High Price: Round 2 by Stan Stafford
Why Now Is The Right Time To Invest In These Airlines by Fusion Research
Beware Of This 'Dead Money' Investment by Lou Basenese
Cramer's Picks
Cramer's Lightning Round - I Lost My Mettle With Questcor (8/28/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - Packaged Goods Are Dead Money (8/28/13) by SA Editor Miriam Metzinger
Fund Holdings
Hedge Funds Are Bullish About These 5 Restaurant And Fast Food Stocks by Insider Monkey
3 Top Hedge Funds Just Bought These 5 Stocks by Insider Monkey
Harvard Management's Latest M&A Foray by Marshall Hargrave
Tide Slowly Turning On Chipotle by Kapitall
5 Most Popular Basic Materials Stocks Among Hedge Funds by Insider Monkey
Insider Ownership
Hedge Funds And Insiders Are Buying These 5 Stocks by Insider Monkey
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