Alpha-Rich Ideas
LSI Looks Like A Compelling Buy Ahead Of A Solid 2014
by Ashraf Eassa
Editor's notes: Share gains in the hard disk SoC and pre-amp markets could lead to 50%+ upside for this fabless semi.
3 Reasons Why Sanofi Rights (GCVRZ) Could Return 50% This Year
by Chris DeMuth Jr.
Editor's notes: Approval of Lemtrada, which hedge fund manager Chris DeMuth deems likely, would lead to substantial upside for the GCVRZ security. 50% return in the short term; greater potential over time.
Indosat Is The Baby That Was Thrown Out With The Bathwater
by Mike Arnold
Editor's notes: The recent Indonesia-related sell-off has left ISAT.JK's shares unreasonably undervalued. 30% upside after factoring in liquidity, currency, and macro risks.
Costar Technologies: Asymmetric Risk/Reward, Discount To Book Despite 20%+ ROE
by Money Treez
Editor's notes: CSTI.PK is trading at a deep discount to peers and book value despite posting high returns and having strong growth prospects. Triple-digit upside for this micro cap.
Stocks Moving From Alpha-Rich Ideas
On September 9, Ashraf Eassa showed how a new product cycle, recent redesigns, and a cheap valuation made Emulex a buy. The stock is +8.9% since. Read article »
On August 16, Street Smart Investor said a cash inflow from a JV would allow Deep Sea Supply to take advantage of tailwinds in the offshore drilling industry. The shares are +24.3% to date. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
This Company Is Winning And So Can You - 50% Upside Going Forward by Shaun Currie, CFA
Good Returns For Above-Average Risks by Stephen Simpson, CFA
Activist Bets Half The Fund On This Company, An Imminent Catalyst For 70% Upside by Kingsley Park Capital
An Underappreciated, Long-Term Play On Cloud Computing by Vince Martin
Long Ideas
Can Sanofi Get Back On Track? by Shankar N
Apogee Enterprises: Long-Term Thesis Intact Despite Soft Quarter by Alan Brochstein
Starbucks' Caffeine High Can Continue by Douglas Ehrman
2 Wins Goldman Sachs Can Tweet About by Douglas Ehrman
Silver Wheaton Remains The Best Play In Metals by Douglas Ehrman
Good Entry Point For Manchester United Shares With Record Revenue And Conservative Guidance by Chris Katje
Clovis: After Data, Company Looking For Acquisition by Brian L. Wilson
Neuralstem: Evidence Increasingly Suggests Its Neural Stem Cells Are Effective In ALS by Smith On Stocks
Why AbbVie Is A Solid Buy by Fusion Research
IBM: Right Move At The Right Time? by Fusion Research
This Could Be The Best Way To Play $1,500 Gold by Steve Nicastro
Sunshine Heart Stock Offering: Why Now? by Robert Honeywill
Rofin-Sinar Looking To A Cyclical Recovery And Fiber Share Gains by Stephen Simpson, CFA
Still Some Meat Left On Lockheed? by Fusion Research
It May Soon Be Time To Be Bullish On Hewlett-Packard by Michael Blair
Is Biodel A Buy Or Sell? by C.R. Jackson
Buy Blackberry, Even If No One Bids On It by George Kesarios
Comcast: The Story Through The Numbers by Valuentum
Gentiva Health Services's Excellent Acquisition Of Harden Healthcare by The Value Investor
A Company That Has Been Lining The Pockets Of Its Shareholders For Years by Bill Gunderson
Pandora Media At Its 52-Week High Before Delivering Shares by Prescient Investment Analysis
Why Has Antares Pharma Fallen So Rapidly? by Michael Luo
Can Nokia Take Advantage Of The Self-Driving Car Craze? by Jacob Steinberg
Alcatel-Lucent: Remarkable Run Nowhere Near Running Out Of Steam by Boniface Murigu
Why We're Still Fans Of Google by Valuentum
Interested In A Holistic Research Approach For Home Depot? by Valuentum
Schlumberger Limited: Many Catalysts Will Drive This Undervalued Stock by Jeff Williams
BlackBerry Outlook Becoming Bleak by Alex Jordon
Super Buying Opportunity With Westsport by Fusion Research
Will Micron Ever Be Shareholder Friendly? by Electric Phred
Why A Bad Company Can Be A Good Stock: Best Buy by Valuentum
Northgate Plc: Unloved And Undervalued With Large Upside Potential by Fund Gurus
Apple Versus Intel: What's Going On Here? by Ashraf Eassa
Rockwood Holdings - Dilutive Divestiture Reduces Any Leftover Appeal by The Value Investor
Augusta Is Undervalued Based On The Advanced Status Of The Rosemont Project by jaberwock
Is Titan Bottoming Out? by Stephen Simpson, CFA
Zynga's Woes Continue by Sramana Mitra
Priceline Headed To $1215, Main 2 Reasons Why by The Oxen Group
Bank Of America: Outperformance For This Giant Not Over Yet by Aurora Analytics
Lantronix: A Stock Under $2 Poised To Climb Higher by Micro-Cap Gem Finder
Online Education Companies Facing New Disruption by David Waldron
Alaska Air Still Different, Still Undervalued by Stephen Simpson, CFA
Foot Locker: It's All About The Estimates by William Cikos
Sirius XM To Refinance 7.625% Debt; Is HoldCo Next? by Crunching Numbers
Sonic Corporation: No Longer On The Value Menu by Marshall Hargrave
Hecla Mining: A Safe Precious Metals Company With Growth To Come by Kevin Quon
Marathon Patent Group: A Small Patent Company With Big Potential by Boris Marjanovic
Xoom Offers An Opportunity Now That The Secondary Overhang Is Gone by Darspal S Mann
Can SandRidge Energy Revive Its Fortunes? by Fusion Research
Why Facebook Remains Undervalued by Jayson Derrick
Emerging Markets Revisited by Elliott R. Morss
Enterprise Product Partners: Several Reasons Why I'm Staying Bullish On This MLP by Heather Ingrassia
Finding The Right Plastic For Your Portfolio by Sean Weston
NVidia: Much More Than The Power Behind Gaming Computers by Geppe
Fly Leasing: 6.5% Yield With Potential For 30% Gain by Stone Fox Capital
International Bancshares: To Buy Or To Buy More? That Is The Question! by Profit Fan
Salesforce And Workday - Reaffirming The Partnership by Michael Fauscette
BlackBerry Could Double From Here by Chris Lau
Google: Investing In Human Health Is Healthy by Nicholas Kitonyi
Does Vringo Have A Plan Beyond Google? by Patent Plays
Schnitzer Steel: A Scrap King For Your Portfolio With More Than 45% Upside Potential by Gregory Vousvounis
Despite The Baby Blues, OvaScience Is A Strong Buy by Stock Doctor
Citi: Near-Term Pressures Remain But So Does Long-Term Potential by Price Point
Key Events Are Turning Our Attention Back To Rare Earths by Jake Mitchell
Monotype Imaging: Has This Bull Had Its Run? by Fusion Research
Jiayuan.com: Strong Balance Sheet But Needing To Reduce User Churn by Elephant Analytics
Wal-Mart Was Once A Great Stock Like Dollar Tree by Bill Gunderson
Short Ideas
Herbalife: Will Icahn Cash Out Sooner Than Not? by Matt Stewart
J.C. Penney: An Argument Against The Bulls by CMI Research
Fleetmatics Group PLC: Accounting Shenanigans Are Inflating Its Financials, While Insiders Sell Aggressively by Prescience Point
GeoInvesting Blows The Whistle On L&L Energy by The GeoTeam
Student Transportation's Business Is Very Overvalued by Trust Intelligence
Ebix: New Problems Emerge In Singapore, Sweden And India by Gotham City Research
Quick Picks & Lists
Why Take-Two Interactive Is Poised To Have A Great Quarter by Lorenzo De Plano
Non-Operating Unconsolidated Subsidiaries: Invested Capital Adjustment by David Trainer
Bear Of The Day: MicroStrategy by Zacks Investment Research
Bull Of The Day: La-Z-Boy by Zacks Investment Research
Microsft Shares Poised To Increase by Stock Traders Daily
The Nvidia Story Sounds Positive, But Risks Exist For Investors by Stock Traders Daily
Oracle - Same Story: Lack Of Revenue Growth Remains The Issue by The Value Investor
Why Investing In Used Cars Is A Great Idea by Renu Singh
I Knew These Stocks Would Outperform The Market: New Price Targets Make Them Still Very Attractive by Justin Giles
2 Speculative Energy Concerns For Under $5 by Bret Jensen
Pandora Raises Funds: What Company Is Next? by Bill Maurer
The Case For Hewlett-Packard by Dana Blankenhorn
Taper Or No Taper, The Market Is On Borrowed Time by George Kesarios
Cramer's Picks
Cramer's Mad Money - Why Bernanke Did The Right Thing (9/19/13) by SA Editor Miriam Metzinger
Cramer's Lightning Round - Don't Sell Celldex (9/19/13) by SA Editor Miriam Metzinger
Insider Ownership
Insiders Are Selling Diamondback Energy by Markus Aarnio
Tiger Media: Phillip Frost And Time Are On Your Side For This Speculative Turnaround Company by Charles Fox
BBM Spin-Off Could Create Short Exodus by Tufenk
IPO Analysis
IPO Preview: FireEye by IPOdesktop
IPO Preview: BIND Therapeutics by IPOdesktop
IPO Preview: Rocket Fuel by IPOdesktop
IPO Preview: ClubCorp Holdings by IPOdesktop
Bind's IPO: A Revolution In Drug Delivery by Peter Geschek
Why Investors Should Pretend Twitter Isn't Going Public by Samuel Rae
Twitter Is No Facebook by Intelligent Speculator
Covisint IPO Is A No-Go by Don Dion
Benefitfocus Becomes The Next Hot Cloud Software IPO, Soars 102% In Market Debut by Renaissance Capital IPO Research
China Montage Tech IPO Is A Buy by Don Dion
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