Alpha-Rich Ideas
A $132 Million Company Worth Less Than $0: Short Inscor
by Ashraf Eassa
Editor's notes: With no revenue and an unclear business model, IOGA.PK is an attractive short. Ashraf Eassa calls for big downside as the market catches on to the details.
Tellabs: Discounted Assets With A Catalyst
by Saidal Mohmand
Editor's notes: Trading below NAV and with a turnaround afoot, TLAB is a strong value play. Shares could double as M&A activity and activist-appointed board members take effect.
ViaSat: A Wonderful Business That Can Be Bought For A Bargain Price
by Mike Arnold
Editor's notes: Undervalued compared to peers and with room for margin growth, VSAT is a strong buy. 40% upside as it continues to capitalize on growth opportunities.
Is ExamWorks A Scam?
by Wall Street Advisors
Editor's notes: Negative tangible book value and a huge debt load leave EXAM unprepared for future tests. A need for financing could lead to a grade-A short trade.
LRAD Corporation - Cash-Rich With A New Shareholder-Focused Board Of Directors
by Devon Shire
Editor's notes: A recently successful activist campaign and a bevy of new business have yet to be priced in for LRAD. The company is cash-rich and has significant operational and valuation upside.
Stocks Moving From Alpha-Rich Ideas
Saidal Mohmand argued Wednesday that Tellabs (TLAB) was a strong assets play on the verge of a turnaround. The stock is +5.9% since. Read article »
On June 13, Stephen Lin said that Ellie Mae's (ELLI) dominant position could mean 45% upside. Shares are +30.7% since. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Special Situation Presents Upside In Potential Liquidation by Mike Arnold
Chip Company: 20-40% Upside As Foundry Deal Drives Market Share Gains And Sentiment by Ashraf Eassa
Redux: Increasing Volatility Is An Opportunity by Intangible Valuation
A $132 Million Company Worth Less Than $0: Short Inscor by Ashraf Eassa
Long Ideas
Cameco: The Single Best Investment For The Inevitable Uranium Rebound by Joseph Delaney
PrimeEnergy Is A Low Risk Way To Play Increasing Domestic Oil Production by John Leonard
Ruckus Wireless: First Mover Advantage In Carrier Wi-Fi by Ted Stamas
Corning: Diversified And Discounted Value In An Expensive Market by Joseph Delaney
GSV Capital: Undervalued As IPO Catalysts Near by Helix Investment Research
What Buffett Premium? by Christopher Owens
Timmins Gold: An Ideal Stock For Gold Bulls by Ben Kramer-Miller
Intuit: 30% Upside On Growth Opportunities by The Oxen Group
Biogen Gains A Leg Up In Fiercely Competitive MS Field by Peter Geschek
Allegheny Technologies: Challenged In 2013, But Poised To Take Off From Aerospace Recovery by Michael Vellucci
Should You Buy Up Some Shares Of This Credit Card Stock? by Insider Monkey
Disney: Value Play Turned Growth Play Available Now by Jefferson Starship
Natural Grocers Earnings Miss Presents An Opportunity Amid Sell-Off by Feria Investor
Double Your Money With Phoenix New Media, China's Online Content King by Toro Investment Partners
The Acquisitions Sirius XM Should Consider by Scott Sacknoff
Hershey's Global Aspirations Offer Sweet Deal For Investors by Heather Markel
Summer Infant: 40% Upside If It Can Meet 2014 Estimates by Jason Tillberg
Dot Hill Likely To Reach $4 Per Share In 2014 by William Meyers
Venaxis: The Hidden Gem With A 'Feel-Good' Investment Opportunity by Biotech Investing
The Importance Of The Department Of Defense Contract For BlackBerry by George Kesarios
Why Celldex Is A Ticket To The Top by Fusion Research
Ambarella: A Small Company With A Big Future by Regarded Solutions
Why Is Impax Laboratories A Good Buy? by ResearchCows
When Arena Gets Profitable by Spencer Osborne
BofI Holding Is Firing On All Cylinders by Michael Nau
Go Long Ithaca: Buy This Small-Cap Bank Stock For Its Consistent Growth And Locations by Charles Fox
Jamba Dives 13.3% After Q2 Earnings: Time For A Second Look? by Karl Pratt
Xinyuan Real Estate: $14 Price Target = 180% Upside by Charles Zhang
On Track Innovations: Huge Opportunity In Parking Solutions by Harris Schley
Escalade: A Tale Of Two Businesses by Steven Reiman
Patients Are Outperforming On Sunshine Heart's Treatment For Heart Failure by PropThink
CAI International: A Well-Positioned Company In The Container Leasing Sector by ValueArtifex
Richmont Mines: Bleeding Cash Despite 2 Producing Mines by The Investment Doctor
SMTP Inc.: Rapid Growth And Strong Dividend, But At A Risk by Justin Kuepper
Synergy Pharmaceuticals: There's Strength In Safety by Michael Webb
Celsion Reaffirms Hope For Thermodox In Q2 Call by Quoth the Raven
Cornerstone OnDemand: Growth Story As Competition Vanishes by Stephen Rosenman
Apple: A Comeback Or Speculation? by CMI Research
The Stars Are Aligning For Valero: It's Time To Buy by Will Farley
Central European Media Enterprises: A Speculative Stock To Watch by Sammy Pollack
Gentium: An Undervalued Orphan Biotech by Nottingham Research
P.A.M. Transportation Services A Rare Value And Growth Stock by John Leonard
Public Storage: Positioned For The New Industrial Revolution by Michael van der Meer
Walt Disney: Long-Term Appeal Remains, But Current Valuation Is On The High Side by The Value Investor
Why You Should Ignore Bank Of America's Legal Woes by Quoth the Raven
Apollo Global Management: Grab This Undervalued Stock Before It's Too Late by Samuel Cappell
Go Long CodeSmart Or Short Healthcare by Bored of Damocles
Document Security Systems Reaches Agreement With Salesforce: But It's Not What You Think by Justin Giles
A Calm, Rational, Adult View On Facebook Stock by YCharts
MKS Instruments: 40-50% Gain Potential With Uptick In Semiconductor Market by Austin Guy
Acadia Targets Pimavanserin NDA For Late 2014 by PropThink
Sherwin-Williams: Comex Acquisition Blocked, But Results Are Still Strong by Mark Kowalski
Solazyme Takes One Step Back Before Running Forward by Kevin Quon
Session Border Controllers To Spearhead Development For Sonus Networks by ResearchCows
Uni-Pixel May Be Mounting A Comeback by EXPstocktrader
Short Ideas
WHX: A Misunderstood Security And Historical Money Pit, Over Fair Value By 114% by Colin Livasy
Ruby Tuesday Still A Disaster, Sell While You Can by Josh Arnold
What Investors Should Expect From A Truly Disruptive Company by Amit Ghate
Splunk: Steep Valuations And Near A Top by Bottom Up Investing
Is Herbalife A Fraud? That Is The Question by Matt Stewart
Quick Picks & Lists
Private Equity Firms Take The Money And Run by Howard Gold
Medtronic's First-Of-Its-Kind Brain Implant Could Close The Loop by EP Vantage
These 'Hated' Stocks Have Staged A Remarkable Comeback - Can The Good Times Last? by StreetAuthority
Anthony Argyropoulos Looks At The Future Of Marine Shipping And Offshore Drilling Industries by Joseph Allen
Compugen: Not Enough Information On Bayer Deal, Investors Should Stay Away by Kraken
Which Of These Stocks Will Be Added To The S&P 500? by StreetAuthority
Bull Of The Day: Gentex by Zacks Investment Research
Bear Of The Day: Crocs by Zacks Investment Research
General Electric And UnitedHealth Group: Why Both Should Be Added To Your Portfolio by Stan Stafford
Go Long Cyber Security Companies by Global Intel Hub
Assessing Potential Digital/Mobile M&A Ideas by Scott Sacknoff
Is Content As Critical As The Ecosystem? by Intelligent Speculator
Fund Holdings
Hedge Fund Andor Capital Management's Top Stock Picks by Insider Monkey
IPO Analysis
IPO Preview: World Point Terminals, LP by IPOdesktop
IPO Preview: Franks International N.V. by IPOdesktop
IPO Preview: Cvent by IPOdesktop
IPO Prevew: Stock Building Supply by IPOdesktop
IPO Premium: QEP Midstream Partners, LP by IPOdesktop
IPO Preview: Independence Realty Trust by IPOdesktop
YuMe Trades Flat In Market Debut; Cautioning Sign For Other Potential Ad Tech IPOs? by Renaissance Capital IPO Research
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