Alpha-Rich Ideas
Digital Cinema: A Tricky Mix Of Opportunity, Risks, And Uncertainty
by Stephen Simpson, CFA
Editor's notes: Concentration of voting rights and a CEO compensation package tied to revenue (rather than profit) are concerns, but Digital Cinema's roll-up model may prove extremely successful in an industry full of small independents ripe for consolidation.
Long ITT Educational Services: Misunderstood With Short-Term Catalyst
by Jonathan Rossman
Editor's notes: A buyside analyst says ESI's strong performance, despite negative industry sentiment, low analyst expectations and a high short interest, could lead to big returns for longs.
Questionable Accounting Masks True Risk For Harvest Natural
by Dr. Hugh Akston
Editor's notes: The recent run in HNR shares belies the company's aggressive accounting and lack of revenue. A fund manager sees 40-100% downside.
Cyan Looks To Bring The Green
by Stephen Simpson, CFA
Editor's notes: While not yet widely adopted, Cyan's packet-optical transport systems and purpose-built SDN solution may offer carriers a solution to their current traffic-growth/capital-budgeting dilemma. 30%+ upside potential.
Stocks Moving From Alpha-Rich Ideas
Tuesday, Dennis Beaudet called Ithaca Energy a deep value play that would prove near-term concerns to be overdone soon. The stock is +6.7% to date. Read article »
On June 3, Money Investor said Garmin had an attractive valuation and a strong balance sheet that would pay off for investors. The stock is +18% since. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
A Contrarian Play On Sequestration And Afghanistan Drawdown by Kedar Special Situations
This Retailer Has Too Much Debt, Too Many Problems by Shaun Currie
This Market-Leading Retail Company Trades Well Below Its Private Market Value by Saidal Mohmand
Consider A Bid On This Under-The-Radar Real Estate Powerhouse by Trading the Spread
Long Ideas
Domino's Pizza May Soon Overtake Pizza Hut by Emmanuel Floriann Magto
University General Health Services: A More Bullish Update by Christopher Drose
Memo To New CEO: Break Up Microsoft! by Alex Jordon
Capital Appreciation And Dividend Growth: The Sun Never Sets On East West Bancorp by Christopher F. Davis
Why Intel Is A Chip Stock To Take Note Of by Liu Yanjun
Pershing Gold - A Story Stock With Exploration Upside And Quality Management by Devon Shire
Time To Buy Intel As Big 3 Asian PC OEMs To Start Shipping Bay Trail Tablets By October by Sneha Shah
Tesla: Shorts Should Heed This Warning by Christopher Drose
CF Industries: 6 Reasons To Like The Stock by Peakview Research
IDC Forecast Shows PC Sales Could Pick Up Slightly For AMD by Justin Jaynes
New Intel Processors + New Microsoft CEO = Wintel Rising? by Alex Jordon
How Is Chesapeake's Natural Gas Division Doing? by Trefis
Micron's Worth $13: Current Trends Impacting The Memory Market by Trefis
DaVita: Congress May Not Trim All The Fat by Soos Global Capital
Bristol Myers: A Leader In Cancer Care by Timothy McIntosh
Nokia Has Strong Growth Prospects In The Next 6 Months by Adrian McCarroll
A Closer Scientific Look At Northwest Biotherapeutics' Lead Candidate by Richard Richter
Qualcomm Is Still Good For The Long Run by Tarun Bachhawat
Cirrus Logic: Upsetting The 'Apple' Cart by Debra Fiakas
Are BTH Shorts About To Take A Long Bath? by John Gilliam
Dear Yahoo Bulls: Keep Breathing, There Will Be Sunshine Again by Fusion Research
Join With Merck For The Long Haul by ResearchCows
MannKind Stock: High Risk, High Reward by ResearchCows
The Potential Impact Of Quasi-Lease Repurchase Obligations On Tesla's Future by Retired Securities Attorney
URS Corp.: Undervalued And Under Appreciated by Henry Lee
Investing In Graphene: The Good, The Bad And The Ugly by Michael van der Meer
Stay On Track With This Railroad Stock: 30-50% Upside In American Railcar by Austin Guy
Undervalued Stock Of The Week: Rogers Communications by Brad Kenagy
After Steve Ballmer, Where Is Microsoft Headed? by Mihir Mehta
Salix Pharmaceuticals: Why You Shouldn't Be Dumping This Stock by Futuristics
Vodafone Is Extremely Undervalued by Seeking Profits
Ford's Next Big Seller In The Emerging Markets Is A Success by Renu Singh
Here's Why World Wrestling Entertainment Is Overvalued by Jacob Steinberg
Why I'm Bullish On Micron In The Low $13s by Stock Market Mike
4 Reasons To Consider GE by Arsene Lupin
Excess Economic Returns In North Dakota: An Arbitrage/Long-Term Opportunity by Tyler Smith
Should Investors Sell Ford? by Jacob Steinberg
Select Comfort Corporation: Looking To Give Investors A Better Night's Sleep by Marshall Hargrave
Ballmer Finally Gets It Right by Mark Hibben
Big Things Possibly In Store For Sprint by Equity Watch
JAKKS Pacific: Is There Any Value At These Levels? by Shaun Currie
Lorrilard's Forward Thinking Into E-Cigs Makes It Attractive by Quoth the Raven
Energize Your Portfolio With This High-Potential Energy Stock by Michael Allison
New Project Unveiled By Oracle Will Enhance Decision Making by Liu Yanjun
Advaxis: First Cancer Vaccine For Cervical Cancer To Be In Pivotal Trial by Grant Zeng
BancorpSouth: Recovery Down South Supports Growth by Todd Campbell
Are These The Best 2 Choices To Play A Gold Rebound? by John Holt
Acacia Research: A Compelling Long With Undervalued Assets by Hanson So
This Off-The-Radar Potash Producer Is Extremely Cheap After Market Sell-Off by Achilles Research
Noah Holdings: A Bargain For A Chinese Wealth Management Company With Strong Growth by Henry Cheung
MannKind: The Best Time To Buy by Stock Whisper
Zale Corp. - After A 30% Jump The Absolute And Relative Value Is Still Appealing by The Value Investor
Cray Should Power Higher by Vince Martin
Mexican Reforms: Time To Buy These Oilfield Services Titans by Sarfaraz A. Khan
Clean Energy Fuels - Time To Start Buying As Fundamentals Keep Improving by Sneha Shah
Intel: A Decent Value Play Stuck In Limbo by Sammy Lee
Monro: Braking Good by Philip Saglimbeni
American Coal Company With Chinese Growth by CBOE Trader
Nautilus-Finally Flexing Its Muscle, Or Out Of Steam? by Tim Gallagher
1st Stage Of Apple's Comeback Is Complete: A Review Of Catalysts Necessary For Stage 2 To Succeed by Bret Jensen
Xenoport: One Door Closed, Two More Opened by Cory Renauer
There Is Still 94% Upside For Arcam AB Despite Its 310% Growth During 2013 by Mikko Dahlbom
Gold Fields: A Struggling Gold Major That's On The Right Path by Ben Kramer-Miller
Kinross Gold Is A Long-Term Gainer Worth The Wait by ResearchCows
Arena Revises SEC Filing On APD811 by Spencer Osborne
Affymax: Getting The Facts Straight by EXPstocktrader
Statoil: Striking Oil For A Second Time In The Flemish Pass Could Impact Long-Term Growth by Heather Ingrassia
Microsoft: A Fat Pitch With Home Run Written All Over It by David Alton Clark
Why You Should Think Twice Before Buying Alcatel-Lucent by Alex Jordon
Short Ideas
Avoid Intel, Buy Qualcomm Instead? by Fusion Research
LDK Solar Represents A Good Short by Sneha Shah
Hittite Microwave: A Very Taxing Concern With Inventory Problems by Stephen Rosenman
InterOil: Three Strikes, You're Out, And A Beanball To The Head On The Way Back To The Dugout? by Keubiko
Don't Believe In Affymax - The Stock Is Probably Worthless by Alpha Exposure
Netflix - Is International Growth A Goldmine Or Landmine? by Amit Ghate
CVD Equipment's Business Is Failing: Don't Fall For The Graphene Hype by Alpha Exposure
Quick Picks & Lists
A Number Of Catalysts Behind My Decision To Remain Bullish On Goldcorp by Heather Ingrassia
Sprint Faces Subscriber Growth Concerns After iDEN Shutdown by Trefis
Harley-Davidson Will Revamp Model Line, But Upside May Be Limited by Trefis
Potential Upside From UnitedHealth's Optum Business by Trefis
IBM - Continued Struggles In The Cloud by CMI Research
Bear Of The Day: A. Schulman by Zacks Investment Research
Bull Of The Day: CaesarStone by Zacks Investment Research
Get That Cloud 9 Feeling From These Tech Stocks by Fusion Research
Groupon Has Been A Surprise Gainer This Year, But Will The Rally Continue? by Nicholas Kitonyi
Hidden Value In Retail Subbrands: Aerie By American Eagle Outfitters, P.S. From Aeropostale by Gem Advisors
Windstream's Financials Are Not The Complete Picture by Stock Whisper
4G LTE-Advanced Is Impending, Who Is Set To Profit? by Tom Shaughnessy
These Sub-$8 Oil Stocks Could Be Takeover Targets by Hawkinvest
3 Stocks True Value Investors Will Love by Kapitall
Vodafone In Talks With Verizon Over Possible Sale Of Its U.S. Wireless Stake by Junius
Cramer's Picks
Cramer's Lightning Round - They Should Be Thanking Me For The Arena Call (8/29/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - The Shorts Shouldn't Mess With Zillow (8/29/13) by SA Editor Miriam Metzinger
Insider Ownership
What Does Insider Trading In Frontier Mean? by Adetokunbo Abiola
Insiders Are Buying ARC Resources by Markus Aarnio
Insiders Are Buying Entropic Communications by Markus Aarnio
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