Alpha-Rich Ideas
Perficient, Inc. Is Winning And So Can You - 50% Upside Going Forward
by Shaun Currie, CFA
Editor's notes: PRFT outperforms peers thanks to a focused domestic and overseas strategy, but still trades at a discount. Exposure to healthcare, the cloud, and e-commerce should drive upside.
Ship Finance Offers Good Returns For Above-Average Risks
by Stephen Simpson, CFA
Editor's notes: SFL shares trade at a substantial discount to NAV. With 30% upside to a fair EV/EBITDA and a 10% dividend in the meanwhile, investors can ship profits all the way home.
Xyratex: Baker Street Bets Half The Fund, Imminent Catalyst For 70% Upside
by Kingsley Park Capital
Editor's notes: Kingsley Park Capital expands on the bullish thesis for XRTX. A read-through from a key customer suggests the company's ClusterStor product is a big hit.
Datalink: An Underappreciated, Long-Term Play On Cloud Computing
by Vince Martin
Editor's notes: While DTLK doesn't have the lofty valuation of other players in the space, the company does have a solid earnings model and unappreciated growth plans. 75% long-term upside.
Perion: A Misunderstood And Unappreciated Merger
by Igor Novgorodtsev
Editor's notes: Perion's initial drop after announcing a merger was a mistake, argues buysider Igor Novgorodtsev. The subsequent economy of scale and undervaluation should drive 45% upside.
6 Reasons I Am Short Synergy Resources
by Josh Young
Editor's notes: SYRG's valuation is well out of line with peers despite operational struggles and vulnerabilities. Josh Young, who scored related hits on GRH and GST, sees 50% downside.
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Consider Investing In This Media Stock by Mike Arnold
For This Company, Pessimism Is Overdone, Dividend Is Safe, Stock Is Undervalued by Intangible Valuation
Consider Taking The Last Few Puffs Of This 'Cigar Butt' by Mike Arnold
Perficient, Inc. Is Winning And So Can You - 50% Upside Going Forward by Shaun Currie, CFA
Long Ideas
How Waste Connections Turns Trash Into Treasure by Todd Campbell
Americas Petrogas: Undervalued And Doing Something About It by Jonathan Yates
A Sneak Peek Inside Apple's R&D Lab by Kyle Spencer
Pep Boys: From Buyout Bust To Bargain Buy by Marshall Hargrave
Chesapeake Energy: Is The Growth Story Over? by Fusion Research
Bear of the Day: Sally Beauty by Zacks Investment Research
Can 4G Help Revive Sprint? by Fusion Research
Will Nokia Shareholders Approve The Acquisition? by Jacob Steinberg
Kinder Morgan And U.S. Pipeline System Age, Maintenance And Incidents by Philip Trinder
Cummins: Will This Bull Run Continue? by Fusion Research
Invest In The Box Your Computer Came In, Not Your Computer by Bill Gunderson
EQT Midstream: A Small Marcellus Focused MLP To Bet On by Sarfaraz A. Khan
Acadia Stock Report: Business Overview And Revenue Projection by Bio Vantage
China Telecom Lowers iPhone Subsidy As 3G Penetration Passes 50% by Trefis
Zoetis: Finding Long-Term Growth In Pfizer's Spin-Off by Kevin Quon
Exxon Bulls: Let's Talk About Iraq by Fusion Research
Agilent: Another Spin-Off, Keep An Eye Out For Effective Split Date by The Value Investor
American Railcar Has 13%+ Gap To Fill by Alex Colcernian
Horizon Looks Bright For Oracle by Equity Watch
Vivus Will Try Again In Europe With Anti-Obesity Drug by Spencer Osborne
Cisco's Ambitions Should Be Met With Investor Prudence by Leah Frakes
Platinum Group Metals: Favorable Mining Costs Ahead by Nico Inberg
Intel And Quarks by Russ Fischer
Stifel Undervalued Because Of Favorable Growth Track Record by Bram de Haas
Arena's Belviq Sales Week 14: Back On Track? by Spencer Osborne
Buying This Stock Makes You A True American Bull by Quoth the Raven
The Cline Shale May Be Triple The Bakken, Companies To Consider by David White
Mosaic Could Easily Double Once Uralkali Dust Evaporates by Achilles Research
Bull Run Not Yet Over For Boeing by Aurora Analytics
Mellanox Earnings Estimates May Prove Conservative by Darspal S Mann
The Most Hated Stock In The S&P 500 Is A Best Of Breed by Efficient Alpha
McDonald's Innovation Is Key For Shareholder Return by Markos Kaminis
Should You Be Worried About Ford's European Production Halt? by Quoth the Raven
Microsoft Poised To Deliver New Products And Relationships by Alex Jordon
Medusa Mining - Low-Cost Gold And Buyout Potential by The Investment Doctor
What An Apple iPhone Teardown Reveals by Bret Jensen
Forestar Group: The Discount To NAV Won't Persist For Long by Andy Batts
Medgenics: Overlooked Biotech Stock Could Be Good Risk/Reward Investment by Sujan Lahiri
Frank's International Highly Levered To The Secular Growth In Deep Water Drilling Activity by Price Point
Alamos Gold; Boasting Growth And Low Production Costs Expect 15-30% Upside Into 2014 by Christopher F. Davis
Comverse Is An Undervalued Spin-off by John Leonard
Soligenix Poses Raytheon Like Potential by Josh Ginsburg
Journal Communications: Positioned To Ride The Media Consolidation Trend With A Spin-Off Or Acquisition by ValueArtifex
Swedish-Born Qlik Offers Business Intelligence To SMBs by Sramana Mitra
BlackBerry Is Far From Dead. Right Sized, It Will Have A Profitable Future by Michael Blair
Glu's Deer Hunter '14 Steals the Top Spot on the Mobile Charts from GTAV by Brandon Osborne
How Does Amazon Tie Publishers To Its Network And Grow Its Competitive Moat? by Bram de Haas
AcelRx Pharmaceuticals To Submit NDA By End Of September, May Be Acquired Soon by StockMatusow
Short Ideas
What To Do With Darden After The Earnings Miss by Aaron Murdock
LinkedIn Valuation Threatened By Facebook & Twitter by Markos Kaminis
BlackBerry's Spiral Into Oblivion Is Accelerating by Victor Cheng
Virtual Piggy: Company Developing Safe Payment System For Young People Has Dubious Funders by Sharesleuth
The Biggest Loser: A Compelling Short Opportunity In Vivus by Hunter Diamond
Are Sapphire Screens About To Crack Corning's Gorilla Glass? by Christopher Maverick
Sangamo: A Fiery Biotech With A Product Poised To Go Down In Flames? by The Street Sweeper
The Captain Of Amarin's Listless Ship Makes Ready For The Storm by Scrying Biotech
Quick Picks & Lists
Apple Continues To Innovate by Calafia Beach Pundit
Bull Of The Day: Fortune Brands Home & Security by Zacks Investment Research
Base Metal Miners Analyst Watch: September Edition by Itinerant
Can These Fast Food Stocks Afford Raised Hourly Wage? by Fusion Research
3 Stocks Under $5 With Triple-Digit Upside by StreetAuthority
Fed Announcement Is Great News For Ford And GM Truck Sales by Trefis
Marriott: Back At 2007 Levels, Could Spell Trouble by Stock Traders Daily
The Market Is Officially Entering Bubble Mode, In More Ways Than One by George Kesarios
Can Zynga Pull A Groupon? by Bret Jensen
Prosensa: One Duchenne Therapy Down by Derek Lowe
SIRI Faces 'Sirius' Resistance by Stock Traders Daily
This Cloud Company Has Seen Huge Gains And Looks Good For More by Amal Singh
Dollar Tree Has Good News, But Faces Serious Resistance by Stock Traders Daily
Insider Ownership
Insiders Are Selling Yelp by Markus Aarnio
Insiders Are Selling Raptor Pharmaceuticals by Markus Aarnio
IPO Analysis
Benefitfocus - Benefit Yourself By Staying Out Of This Offering by The Value Investor
RocketFuel: Artificial-Intelligence Based Solution For Digital Advertising Industry by Vivek Gupta
FireEye: Got Everything That A Security Firm Needs, Except The Profits. by Vivek Gupta
IPO Of Applied Optoelectronics Is Not An Exciting Tech Offering by Don Dion
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