Alpha-Rich Ideas
Cheung Kong Holdings: A Classic Conglomerate Valuation Dilemma
by Junius
Editor's notes: Cheung Kong (0001.HK) trades at a steep discount to book value, historic levels, or a sum of the parts valuation. 20-40% upside.
Universal: Oversold And Pays Over 4% To Wait For 20% Recovery
by Alpha Bet
Editor's notes: UVV sold off on a bad crop report in August, offering investors a chance to get a discount on a best-in-class producer.
Paradise, Inc.: A Net-Net That Is Ripe For A Buy-Out
by Ariana Research
Editor's notes: PARF's discount to net current assets offers a sweet deal for investors. 40% upside on a conservative basis, and the company is an attractive acquisition target.
E-Merge-Ing Opportunity
by Colin King
Editor's notes: A huge Q2 sell-off may have been justified, but MRGE's long-term prospects are healthier than they appear. Colin King, whose DM call is up 65%, sees a 50% opportunity here.
William Hill's Multi-Channel Dominance Is Undervalued By The Market
by Fund Gurus
Editor's notes: The company is in the gambling business, but the stock isn't. The recent sell-off offers a 20% discount on a strong operator in the rapidly growing online gambling arena.
Interface, Inc: Secular Shift To Carpet Tile Creates 40% Upside
by Shaun Currie, CFA
Editor's notes: Carpet tiles may sound funny, but they're big business for this well-diversified company. 40% upside possible.
Nintendo Is Set To Collapse With Apple's Help
by Douglas Ehrman
Editor's notes: Maybe Apple can't catch 'em all, but iOS 7's enabling of game controllers may take a bite out of Nintendo's high-performing 3DS. 20-30% downside possible.
A More Focused Sulzer Should Be A Better Sulzer
by Stephen Simpson, CFA
Editor's notes: Either management will get its house in order, or somebody else will buy the company and do their job for them. Either way, 25% upside.
Stocks Moving From Alpha-Rich Ideas
On September 3, Tim Travis explained why Aeropostale (ARO) was a perfect fit for a private equity buyout. The stock is +10.5% since. Read article »
On June 13, Money Investor highlighted Rentrak's (RENT) disruptive business model and growing market share. The shares are +22.8% since. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Undervalued Franchise Able To Defend Market Position by Nathan Hamilton
A Buyout Arbitrage Opportunity by Mike Arnold
GAAP Complexity Conceals This J-Curve Business Model In Its Cash Collection Phase by Intangible Valuation
Cheung Kong Holdings: A Classic Conglomerate Valuation Dilemma by Junius
Long Ideas
Short-Term Opportunity In Briggs & Stratton by Marc Gilbert
Is Nvidia About To Taste Smartphone Success? by Renu Singh
The iPhone 5C Misses One Critical Mark by Douglas Ehrman
Bad Weather Makes Dick's Sporting Goods A Buy by David Guarino
Profit From The World's Biggest Smartphone Market With Synaptics by Renu Singh
Vical's Herpes Vaccine: An Update by Theodore Cohen
ING U.S. Is Still Unloved, Underappreciated And Undervalued by Tim Travis
Increasing Net Revenue And Sales Volume With A Solid Balance Sheet Makes Americas Petrogas Appealing by Jonathan Yates
Intel's Bay Trail Arrives And Finally Proves ARM Wrong by Ashraf Eassa
The Z30 And Phablet Market Could Be BlackBerry's Savior by Gillian Mauyen
How Will Norway's New Government Affect Statoil's Future? by Jacob Steinberg
Novartis And NeoStem: Developing Therapies To Extend The Quality Of Life For Heart Disease Patients by Glen S. Woods
Elizabeth Arden: A 20% Upside Opportunity by Fusion Research
Has Apple Finally Found New Engines For Super Growth? by Tech Alpha
Facebook: Video Ads, China, And Turning It Into The Next Google by Lorenzo De Plano
Intel IDF Report Day 2 And The Outlook For 2014 Earnings by Michael Blair
Tesoro: Despite 30% Correction, Fundamentals Remain Attractive by The Value Investor
Celldex: Near-Term Catalysts Could Send This Biotech Much Higher by Jonathan Faison
Gilead Sciences Offers A Challenge For The Individual Investor by Jim Van Meerten
Sirius XM: $3.87 While Shorts Add To Positions By $16 Million by Stephen Faulkner
London Mining - Benefiting From The Current Iron Ore Price Strength by The Investment Doctor
Qumu Growth Suggests Rimage Is Significantly Undervalued by Todd Campbell
Dean Foods: The Dividend Is Coming, The Dividend Is Coming by Marshall Hargrave
Cato Corporation: This Specialty Apparel Retailer A Solid Investment Option by Naomi Warmate-Igwe
Aeroflex Holding Is An Undervalued Healthy Operation With Steadily Decreasing Debt by Martin Vlcek
US Ecology, Inc. - Value In Waste by Geetanjali Gamel
Why Did It Take So Long To Add Visa To The Dow? by Bill Gunderson
How eBay Can Reach Its Lofty 2015 Growth Targets by Trefis
Priceline.com: A $1000 Stock? by Fusion Research
PennyMac Financial Services Offering Attractive Platform For Growth by Price Point
One Thing Goodrich And Rex Have That Gastar Does Not (Yet) by Josh Young
DuPont: Investing In This Chemical Stock Smells Like Money by Fusion Research
Norfolk Southern's Key Business Drivers And Challenges In 2013 by Trefis
Great Expectations: The Apple Story by Quoth the Raven
Baidu: Was A King, Is A King And Will Remain A King by Fusion Research
Vringo: Do You Want To Make Money From Lawsuits? by Fusion Research
What's Driving Growth In Kinder Morgan Partner's Natural Gas Pipelines Division? by Trefis
Elite Pharmaceuticals: Call It A Comeback Story by Matthew David
Billions To Be Made In Diagnostics by Carl Cachia
What Makes AAON A Decent Investment by Investing Insight
Computer Services Is An Attractive LBO Candidate With No Analyst Coverage by John Leonard
Southern Missouri Bancorp: Attractive Regional Bank Has A Healthy And Growing Dividend by ValueArtifex
Why We Are Still Bullish On Expedia Despite Lowering Our Estimates by Trefis
Evertec: A Strong Play With Strengthening Tailwinds by Austin Guy
Xinyuan Real Estate Property Visit Highlights Promising Outlook by John Sheehy
Amgen's Onyx Acquisition Will Add $14 To Its Stock Value by Bio Vantage
Waste Management: Trash Cleaner Or Treasure Trove? by Fusion Research
Stericycle: A Diamond In The Waste by Fusion Research
I Bought Apple by George Acs
Brazilian Telecoms: Vivo Is Underpriced Compared To Tim by The Fundamentalist
Micron: Outlook Robust With DDR4 Launch At Intel's IDF Today by Michael Blair
Is Interactive Intelligence A Good Opportunity To Invest In? by GS Analytics
PolyMet Mining - As Good As They Come. by Itinerant
Ardmore Shipping: A Safer Tanker Play? by Wexboy
Playstation 4 Will Outsell The Xbox One And Send Sony Shares Higher by Chris Katje
Ambarella Positioned To Profit From Booming IP Camera Market by Rob Romero
Verizon: Bright Prospects After Vodafone Deal by Equity Watch
Hewlett Packard: Great Upside Potential And Long-Term Prospects by Lennox Yieke
Will Chipotle's Southeast Asian Concept Take Off? by Alex Colcernian
3D Systems: Why Bulls Would Love This Stock More by Fusion Research
Apple: Forget About $700 And Enjoy Range-Bound Purgatory by Ashraf Eassa
Nike: Can The Sneaker Giant Continue To Run? by Jefferson Starship
Neurocrine And ChemoCentryx: Phase II Data Disappoints by Brian L. Wilson
Cullen/Frost Bankers: Undeniably Big But Lagging The Performance Of Its Texas Peers by Profit Fan
EarthLink Could Double In Two Years With Responsible Debt Management by Matthew Frankel
A Brilliant Exit By Nokia by EurEx Consulting
Advanced Micro Devices Vs. Intel: New Paradigm Lead Vs. Process Advantage by Intrinsic Value Asset Management
Inovio's Partnership And Its Many Benefits by Teresa Dawn
BlackBerry's 'Strategic Alternatives': There Is More Than Hope by Investometrica
McGraw Hill Financial: Very Good Progress by Chris Bailey
CA Technologies - Know The Name But What Does It Do And Is It Cheap? by Chris Bailey
Can Orbital Sciences Be More Than Just A Good Idea? by Stephen Simpson, CFA
Clearone Communications: A Year Later, Zero LT-Debt, Improving Margins, The Upside Continues by Derek Chipman
Price Increases And Margin Improvements Are Coming To Tronox by Darspal S Mann
What Is Inovio Worth After The Roche Deal? by Tom Sawyer
You Would Be Quacking Mad Not To Buy Aflac by Chris Bailey
Bloody Buenaventura: Time To Pick Up This Falling Knife - By The Handle by The Sawtooth Letter
SeaChange: Q2 Results Highlight Return To Growth And Continued Upside Potential by Helix Investment Research
Tengasco: Left For Dead, Might Still Have Blood In It by Paulo Santos
Will Microsoft Focus On Nokia Smartphones In Indian Market? by ResearchCows
3 Stocks To Profit From Data Storage Growth by Renu Singh
5 Reasons SandRidge Is A Buy by David Alton Clark
B&G Foods: Forget The Multiples, It's All About Free Cash Flow by Marshall Hargrave
Why This Cardiologist Really, Really Hearts Edwards Lifesciences by DoctoRx
Short Ideas
Uni-Pixel: Why You Should Sell Like The Insiders by Goldbaum Research
Alkaline84 Water Story Is A Bit Hard To Swallow by Investor RockieK
EPO Filing Is Devastating For Universal Display Corp. by Manuel Asensio
The U.S. Civilian Gun Market Has Peaked; Downside Ahead by Volte-Face Investments
YRC Worldwide Has Solvency Problems by Seeking Profits
Is Whirlpool Fairly Priced? by Investing Insight
CVD Equipment - Northland Initiation Basically Cut And Paste From ThinkEquity by Alpha Exposure
Coldwater Creek: Next Stop - Chapter 11 by Marshall Hargrave
Alleged Off-Label Marketing, Patent Woes And Other Issues May Spell Disaster For Avanir by Gravity Research
Whirlpool Performance Mirrors 2010 But At Twice The Stock Price by Michael Blair
NTS Realty Running Out The Clock by Celeste Hathway
Modine Manufacturing: Unreasonable Expectations And Poor Fundamentals by Josh Arnold
Stephen Elop Makes Nokia's Devices Division Disappear by Garden City Growth and Value
Neonode: Investors Feel Duped, Shares To Fall Further by Richard Pearson
Danger Zone: Angie's List by David Trainer
To Myriad Investors, Your Risks Are MyRisks by Chimera Research Group
Quick Picks & Lists
Is The European Auto Market Coming Back To Life? by Jacob Steinberg
Uranium Miners Analyst Watch: September Edition by Itinerant
S&P 1500 Most Volatile Stocks by Bespoke Investment Group
5 Short Interest Rises To Ponder by Bill Maurer
5 Short Interest Declines To Ponder by Bill Maurer
Bull Of The Day: Kirkland's by Zacks Investment Research
Bear Of The Day: Microsoft by Zacks Investment Research
Is There Much Hope For Merck In Alzheimer's Drug Clinical Trials? by Trefis
Cisco: Entering Another Multibillion Dollar Market Through Whiptail by Vivek Gupta
3 Outperforming Gaming Companies For Your Portfolio by The Analyst Hub
Walter Energy's Survival Options by Vladimir Zernov
3 Mid-Tier IT Companies To Include In Your Portfolio by The Analyst Hub
2 Attractive Energy Plays That Have Upgraded Production Guidance by Bret Jensen
Avoid These Shrinking Market Leaders by StreetAuthority
Nvidia's 1st Tegra 4 Mobile Device Expands Its Reach In Mobile Computing by Trefis
Auto Sales Skyrocket, But Should You Still Buy Auto Stocks? by Brian Nichols
China's Diabetes Market Could Become A Big Focus For Pharma Companies by Trefis
Sizing Up U.S. Banking Giants' Loan Portfolios by Trefis
Zillow May Stall Soon by Stock Traders Daily
2 Attractive Gulf Of Mexico Plays by Bret Jensen
Synnex - Momentum Continues After Acquisition Of IBM Customer Care Business by The Value Investor
Apple's iPhone 5C Is Not Cheap Enough by George Kesarios
Aluminum: A Shining Opportunity For Value Investors by Kapitall
This Common Sense Indicator Is Flashing Red by Efficient Alpha
Understanding The Supply And Demand Of Dry Bulk Carriers by MTF Investing
Cramer's Picks
Cramer's Lightning Round - Wendy's Is Not Done (9/11/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - Apple Is All Hype, No Buzz (9/11/13) by SA Editor Miriam Metzinger
Fund Holdings
The Tangled Web Of Cisco, EMC And VMware by Nikos Theodosopoulos
IPO Analysis
Goldman Sachs-Run Benefitfocus IPO Should Be Avoided by Don Dion
Avoid ClubCorp Holdings IPO At Current Proposed Valuation by Don Dion
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