Alpha-Rich Ideas
Manitou Looks Like A Hidden Gem In France
by Stephen Simpson, CFA
Editor's notes: Under-followed Manitou's potential for margin growth and share gains in the US and emerging markets are being overlooked due to a CEO search and soft European macro. 40% upside.
No Gambling Necessary When Investing In Lakes Entertainment
by Mike Arnold
Editor's notes: The market has yet to fully register LACO's recent receipt of a major debt payment. The company's varied holdings could provide 35% upside for investors.
Cascade Microtech: Undervalued Amidst A Global Semiconductor Recovery
by Helix Investment Research
Editor's notes: Incentivized insiders and a cash-rich balance sheet make CSCD a great way to play the recovery in semis. 45% upside possible.
Hooker Furniture Is On Sale: 20% Off While Supplies Last
by Alpha Bet
Editor's notes: Valued well below peers despite multiple growth opportunities and catalysts, HOFT is set up to outpace conservative estimates for the next few quarters. 25% upside possible.
Pulse Seismic: A Free Cash Flow Machine Disguised By Accounting
by Steven Reiman
Editor's notes: Despite soaring 80% since Steven Reiman wrote it up in July 2012, Pulse still has the potential for seismic upside. Heads, 100% upside; tails, minimal downside.
Magnetek: Levered Equity Provides Compelling Long Opportunity
by Money Treez
Editor's notes: MAG, up 20% since Nick Ghattas profiled it in May, is still woefully mispriced due to the company's unfortunate capital structure. 75-150% upside over the next 12-18 months.
Xyratex: High R&D Expense Masking True Value
by The Happy Investor
Editor's notes: XRTX lost a key customer and R&D spending has depressed earnings, but the investments look set to pay off. Growth and an activist investor could lead to 20-40% upside.
Major Drilling: A 'Major' Global Metals Driller Trading Near Book Value
by Dennis Beaudet
Editor's notes: MDI.TO has a strong balance sheet to survive this downturn and industry leadership to drive upside through the next cycle. A possible double for the patient investor.
Signet Jewelers: Outlet Malls, Ultra Acquisition, And Macro Tailwinds Fuel Extraordinary Growth
by Bishop Research and Analytics
Editor's notes: Confusion over Signet's Q2 has offered investors this gem at a bargain price. Numerous tailwinds should drive a sparkling 100% return over the next 18 months for the jeweler's shares.
Top Image Systems - It Can Be Bought For A Song
by Igor Novgorodtsev
Editor's notes: Fund manager Igor Novgorodtsev thinks TISA's intellectual property, blue-chip customer base, and well-differentiated product offerings make it a great acquisition target for a bigger player.
NBG Takes Another Step On The Path To Recovery
by Stephen Percoco
Editor's notes: It's certainly not for all investors, but NBG is a leveraged bet on the Greek/Eurozone recovery. With bright spots like Finansbank helping in the near-term, long-term investors could be rewarded.
Watch Out, Belo: 3 Reasons Shareholders May Demand A Better Deal
by Chris DeMuth Jr.
Editor's notes: Fund manager Chris DeMuth Jr., who's scored many deal price bumps this year, thinks the market drastically underestimates the probability of Gannett raising its offer for Belo. Asymmetric risk/reward.
Stocks Moving From Alpha-Rich Ideas
Last Thursday, Helix Investment Research showed how Aware's shutdown of an unprofitable business would allow the company's core business to shine, with 20% upside. The stock is +8.7% since. Read article »
On August 14, Steve Zachritz argued that Bonanza Creek's valuation wasn't keeping up with its ongoing production growth story. The stock is +20.5% to date. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
This Retailer's Risks Create An Opportunity On The Short Side by Shaun Currie, CFA
The IP Value At This Company Is Big by Mike Arnold
Manitou Looks Like A Hidden Gem In France by Stephen Simpson, CFA
No Gambling Necessary When Investing In Lakes Entertainment by Mike Arnold
Long Ideas
Xaar's Unique Print Head Technology Will Continue To Drive Earnings Higher by Fund Gurus
Bank Of America Taking Lumps But Stock Remains Strong by Alex Jordon
Opportunity Created As Envision Healthcare Quiet Period Ends by Don Dion
Wal-Mart Clears The Way In Washington by Douglas Ehrman
Linn Energy: 20% More Upside, Using 5 Weighted-Average Scenarios by Kai Shih
Disney Will Alter Cable's Ability To Compete by Douglas Ehrman
No, Apple Still Won't Kick Intel Out Of The Macs by Ashraf Eassa
Apple's New 64-Bit ARM A7 Chip Is Absolutely Amazing by Ashraf Eassa
DuPont: Huntsman's TiO2 IPO Plan Illustrates Option For DuPont Performance Chemicals by David Guttag
Kinder Morgan Partners: Hedgeye's Error Could Cost You by Stephen Rosenman
Banco Bradesco: The Best Financial Services Stock To Profit From The Brazilian Story by Matt Fortune
HP: Is A Turnaround Possible? by Fusion Research
Nike: Warming Up For FIFA World Cup 2014 by Fusion Research
Takeover Target Could Offer 35.7% Upside Very Soon: Probe Mines Limited by The Critical Investor
Why Marathon Patent Group Might Be The Right Exposure To A Booming Industry by George Ronan
A Cheap Stock That Has Delivered An Average Of 21.4% Per Year Over The Last 10 Years by Bill Gunderson
Harvard Bioscience Bulls Need A Lot Of HART by Douglas W. House
Christopher & Banks: A Successful Turnaround by Todd Campbell
Salesforce.com: Still A Leader? by Fusion Research
Oaktree: Solid Play for Risk-Takers by Igor Greenwald
Pendragon: A UK Autodealership Benefiting From A UK Recovery by Fund Gurus
DigitalGlobe Hopes A Near-Monopoly In Satellite Imaging Pays Off by Stephen Simpson, CFA
We Should Be Confident In American Eagle's Turnaround by Lei Guo
SAP Driving Growth Through HANA by Sramana Mitra
Pfizer's Vaccination Business - Antibiotic Resistant Staph (MRSA) Opportunity by Trefis
NuStar Energy - A Tale Of The Asphalt Business by Simple Digressions
Imagination Technologies: Shares Could Double By 2015 by Ashraf Eassa
5 Firm Reasons I'd Flock To Ford by Quoth the Raven
Shale Math Coming Into Play Sooner Than Expected For Gastar Exploration by Josh Young
Arena: What's It Really Worth? by John Reisman
Hipcricket: A Hidden Gem In The World Of Mobile Advertising by Sujan Lahiri
DiaDexus Awaiting GSK's Darapladib Pivotal Results by Len Zehr
Robots On The Move by The Focused Stock Trader
Apple's Next Challenge From Pandora by Douglas Ehrman
Should You Follow The Windows Phone Growth Story From Nokia To Microsoft? by Adrian McCarroll
Apple: Why Its Ecosystem Remains Very Healthy by Elephant Analytics
Finish Line: A Stock Offering High Upside Potential With Limited Downside Risk by Investing Insight
Pandora To Raise Funds Selling Shares by Spencer Osborne
Huntsman: Time To Go Hunting by The Value Investor
Kandi Technologies: Is Kandi's Short Seller A Dead Man Walking? by Arthur Porcari
Teva: A Frustrating Company by Chris Bailey
Aeropostale Might Offer Turnaround Value by John Huber
Micron To Benefit From Memory Shortages, Part VII by Electric Phred
MTS Systems Isn't Afraid Of Bold Expectations by Stephen Simpson, CFA
Organovo May Be Big Pharma's Salvation by Logical Assessment
Hallador Energy's Low EV Multiple And Suppressed Valuation Easily Support A 40% Potential Upside by Derek Chipman
iPhone Price And Positioning by Benedict Evans
Alcatel-Lucent Will Be The Winner In The Networking Industry by IAEResearch
Alcatel Lucent Shifting Into High Gear by David Alton Clark
Nvidia: New Products Unleashes Huge Growth Opportunities by Investing Insight
Axia Netmedia - Newly Simplified And Cashed Up by Safety In Value
Can These Healthcare Stocks Be Winners? by IAEResearch
GM To Attack Tesla With An Electric Car by Jacob Steinberg
Hibbett Sports Is A Good Bet by Xin He
Twitter IPO Could Mean 50% Upside For Sina by Nathan Rapport
WPCS: A Turnaround Opportunity In What Seems To Be A Dramatically Undervalued Stock by Louis Dematteis
DineEquity: Michael Dell's Choice For Dining by Marshall Hargrave
FleetCor Technologies Profitability Analysis by FAF Research
J&J Snack Foods: Impressive Growth In Pretzels, Churros & Slushies? by Marshall Hargrave
TransAct Your Way To Some Great Returns With This Company by Mitchell Sacks
Bullish On Halozyme: Short-Term Catalysts And A Large Buy By A Jazz Pharma Director by StockMatusow
Short Ideas
Why iTunes Radio Will Severely Hurt Pandora by Harris Schley
Dark Clouds Ahead For SolarCity by Frank Carson
Cheniere Energy Partners Offers Little Good And The Bad Could Get Ugly by Richard Berger
Why Stonemor Is A Risky Proposition by Valuentum
Repros Therapeutics: Winning The Battle But Losing The War? by Eclectic Wealth
Taking BlackBerry Private Makes No Sense by Kofi Bofah
Caesars Entertainment Corporation - All Bets Are Off by AlphaStreetResearch
Quick Picks & Lists
Which Company Will Win This War In China? by Amal Singh
Don't Be An E-Trade Baby by David Trainer
3 Oversold Stocks On Panic Selling And 1 With Further To Fall by Efficient Alpha
Go With The Strongest Stocks Even Though They Are Way Up by The Focused Stock Trader
3 Potential Large-Cap European Value Plays by Kapitall
4 Recent Catalyst Stocks - What Happened? by Bill Maurer
How You Can Gain Returns From These Share Buybacks? by Fusion Research
Looking For Tells In The Taper by Alex Colcernian
Bull Of The Day: Calavo Growers by Zacks Investment Research
What Will Drive Lorillard's Sales? by The Analyst Hub
The Dow Changes As A Contrary Indicator by William Smead
Insiders Are Buying Canadian Oil Sands by Markus Aarnio
Chinese Internet Stocks: Explosive Growth Vs. Slow Death Stragglers by Mercenary Trader
Microsoft Dividend And Share Repurchase - Not That Big Of A Deal by Brian Gilmartin
Short Sellers Pay Up For Omeros After New Wedbush Research by Prescient Investment Analysis
Baidu: Price Is All That Matters by Stock Traders Daily
Homegrown Vendors May Displace Both Apple And Samsung From Asian Markets by Michael Blair
Warren Buffett Shows Investors What Not To Do by Efficient Alpha
Biotechs In Nasdaq 100 Recap by William Meyers
Cramer's Picks
Cramer's Lightning Round - The Cisco Kid Is A Friend Of Mine (9/17/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - The Raging Bulls Of Biotech (9/17/13) by SA Editor Miriam Metzinger
Insider Ownership
Insiders Are Buying Canadian Oil Sands by Markus Aarnio
IPO Analysis
Strong Year For IPOs by Bespoke Investment Group
IPO Preview: Five Prime Therapeutics by IPOdesktop
IPO Preview: Benefitfocus by IPOdesktop
IPO Preview: Volaris Aviation Holding by IPOdesktop
Value Investors: Beware Of Valuations by Dieter Plas
FireEye IPO Gets My Attention by Don Dion
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