sábado, 31 de agosto de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

ManTech International - A Contrarian Play On Sequestration And Afghanistan Drawdown
by Kedar Special Situations

Editor's notes: A shift in MANT's business mix has it well prepared for industry headwinds. The stock has 30% upside and is a potential takeover target.

The Bon-Ton Stores: Too Much Debt, Too Many Problems
by Shaun Currie

Editor's notes: BONT faces a bad combination of competition, weak locations, and a tough economic climate, and lacks the balance sheet flexibility to respond appropriately. 35% downside.

Ascena Retail Group: Leading Market Share And Aligned Management Below Its Private Market Value
by Saidal Mohmand

Editor's notes: ASNA's strong balance sheet and specialty focus should help it overcome short-term headwinds. Value investor Saidal Mohmand sees 50%+ upside as the company fully integrates recent acquisitions.

FirstService Corporation: Consider A Bid On This Under-The-Radar Real Estate Powerhouse
by Trading the Spread

Editor's notes: FSRV's strong portfolio stands to benefit from the global real estate recovery. An investment advisor sees 33% upside as management delivers on growth and margin targets.

Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)

Flying Under The Radar, But Not For Long: This Company Has 60% Upside by Shaun Currie

A High-Beta Play On 20nm And Below by Stephen Simpson, CFA

Investment Company: Misunderstood, With Catalysts To Come In The 2nd Half by Helix Investment Research

Huge Savings On Company Going On Now! by Chris DeMuth Jr.

Long Ideas

Start With Telus If You Want To Buy Into Canadian Telecoms In Light Of Recent News by Alexander Valtsev

How Is Nokia's Recovery Going? by Jacob Steinberg

Apache: Egypt Deal Sparks More Upside Potential by The Value Investor

Why George Soros Likes J.C. Penney by Adetokunbo Abiola

Oracle Is Fairly Valued But Accumulate On Dips by Bottom Up Investing

Don't Be Too Quick To Write Off American Eagle by Nikhil Raheja

Bank Of America: Getting Lean, Mean And Sexy by Quoth the Raven

SunEdison: Good Days Ahead by Stock Whisper

Keep A Close Eye On Health Management Associates, Community Health Systems by ResearchCows

Expectations For Eli Lilly's Lung Cancer Drug Rise, But Revenue Concerns Continue by A John Hodge

Vodafone: Value Without Verizon Wireless? by Matt Hylland

Gentium: Buying Opportunity At A Lower Level Amid Correction by Andy Batts

So You Have Some Questions About Sunshine Heart? by PropThink

SPY 4.6% Off Record High While ECRI's WLI Is Back Near Its 3-Year High by Kirk Lindstrom

Yes, Gilead Did It Again by Prohost Biotech

GKN: An Undervalued Recovery Stock by Fund Gurus

Firsthand Technology Fund: Pre-IPO Cash Hoarder by Stone Fox Capital

Concur: Profit From Cutting Business Travel Costs by Todd Campbell

Globus Medical: A Look At Catalysts That Will Drive Shareholder Returns by Okachi Ordu

Arena Week 11 Sales Up Big by Spencer Osborne

Frisch's Restaurants Offers Current Income And Dividend Upside by Josh Arnold

Hyundai: The World's Most Profitable Major Automaker Is A Bargain by Labutes IR

Yandex: A Russian Search Engine For Profit Seekers by Global Investing Editor

GTx: 4 Reasons Why This $1 Biotech Stock Could Be Poised For A Big Rebound by Trade In Mexico

Emerging Markets: The Next Leg Up For Boston Scientific Corporation by ResearchCows

The Fundamental Danger To Biotech And How pSivida's Model Can Help Address It by Andreas Spiro

Core Labs: This Firm Is One Of The Most Overvalued On The Market by Valuentum

A Sensible Approach To Investing In Alcatel-Lucent by John Mylant

Drill Profits From This Oil And Gas Contract Drilling Company by Aurora Analytics

Revisiting Crumbs Bake Shop: Is It Finally The Next Krispy Kreme? by Gem Advisors

Nokia's Cash Position Explained by Redrut

VCA Antech - The Truth About Cats And Dogs by Geetanjali Gamel

Theravance Is Splitting Into Two Very Appealing Companies With Medium-Term Upside Of At Least 50% by Paper Tiger Investing

Why Digital Ally Inc. Could Double When Compared To Taser International Inc. by super-trades

Will Amgen's Purchase Of Onyx Prove To Be A Smart Move? by ResearchCows

General Electric: A Good Decision! by John M. Mason

Speculations On BlackBerry Make It Hard To Breathe: Time For A 6-K Reality Check by Tom Shaughnessy

Bank Of America Stock Currently An Attractive Bargain by Alex Jordon

Bnccorp, Inc.: A Bakken Bank With Upside by Alex Colcernian

Can Trovagene Be The Belle Of The Ball? by Douglas W. House

Why I'm Expecting A Qualcomm Co-Branded Nook: A Mental Q&A by Peter Larson

Update On Bullish Case For Steven Madden by Pendulum

Carrols Restaurant Group: Turnaround In Progress by Josh Arnold

Intel Unhinged: Has The Elusive Double Finally Arrived? by David Alton Clark

RPX Corporation: A Cheap And Misunderstood Patent Company With A Moat by Buffett Junior

Planet Payment: Investor Capitulation On Earnings Miss Creates Opportunity, Significant Upside by Eiad Asbahi

Valley National: A High Yielding Bank Worth Owning by Seeking Profits

Core Molding Technologies: Cheap With Upcoming Cyclical Growth Driver by Paulo Santos

Short Ideas

Barrick Gold Is Destroying Shareholder Value by Ben Kramer-Miller

Salesforce.com Results Impress The Street! Insiders Seem Less So Based On Recent Sales by Michael Blair

Quick Picks & Lists

Fresh Ideas, Fresh Gains by The Focused Stock Trader

Bull Of The Day: Magna International by Zacks Investment Research

Bear Of The Day: Hibbett Sports by Zacks Investment Research

How To Make Money From Waste by Fusion Research

Splunk - Outstanding Performance, Fresh Highs by The Value Investor

Pent-Up Demand Bodes Well For Automakers by Feria Investor

Fund Holdings

Google: 192 Hedge Funds Go Long by Little Apple

Insider Ownership

Insiders Are Buying Superior Plus by Markus Aarnio

Insiders Are Buying Leisureworld Senior Care by Markus Aarnio


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