Alpha-Rich Ideas
It's Not Too Late To Capitalize On The Real Estate Recovery
by Mike Arnold
Editor's notes: Trading at a discount to book value, this is a solid way to invest in real estate. A well-covered dividend and the potential for strong capital appreciation await.
Editor's notes: CRRS's acquisitive strategy has created share price value but limited returns for the business. A portfolio manager goes short as the staffing company struggles to break out of its box.
Keppel's Collected Parts Are Undervalued
by Stephen Simpson, CFA
Editor's notes: BN4.SI has an opaque set of holdings but industry leadership and exposure to positive industry fundamentals. 20% upside as growth continues in the rig cycle and Asian property markets.
LSB Industries: The Market Is Underappreciating Coming EPS Growth - 50% Upside
by Shaun Currie, CFA
Editor's notes: The return of two damaged plants and new financing are bigger deals for LSB than the market has realized. Shaun Currie sees the upside supported through a number of methods.
Adams Resources: Narrowing Spreads Create A Risky, But Potentially Profitable, Short Play
by Vince Martin
Editor's notes: AE's earnings, overly reliant on market effects and special items, are poised to fall off. Margin compression due to narrowing spreads could make for sizable downside.
William Lyon Homes: Land Heavy West Coast Builder Set To Smash Estimates
by Money Investor
Editor's notes: Despite its relatively short time as a public company, WLH leads the industry in several key metrics. The stock could move up 25% over the next year.
Stocks Moving From Alpha-Rich Ideas
Tuesday, ROIC1 said Corporate Resource Services' acquisitive strategy created share price value but limited returns for the business, creating a short opportunity. The stock is -14.8% to date. Read first article »
On June 19, Stephen Simpson said Pacific Biosciences was poised for a make or break moment with significant upside. The stock shot up after announcing a development deal with Roche and is now +114.3% since Simpson's article. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
Near-Term Catalysts Should Close Relative Valuation Gap For This SaaS Company by The GeoTeam
A Growth Story At A Value Price by Ariana Research
The Real Takeover Candidate In Teen Retailing by Shaun Currie, CFA
Towing Company Anything But A Wreck by Stephen Simpson, CFA
Long Ideas
Doubling Down On Microsoft Surface: Second Time A Success? by Adrian McCarroll
Pending Microsoft Alliance Boosting Nokia's Performance by Leah Frakes
Unilever Increases Its Commitment To Solazyme's Technology by Kevin Quon
New iPhone: Bigger Margins by J. M. Manness
Ascena Thesis Reaffirmed: Positive Developments, Undervalued Business Point To Substantial Upside by Ariana Research
Imagination Technologies Will Be Replaced By An In-House GPU In Future Apple Chips by Ashraf Eassa
4 Questions That Will Determine If Micron Is Good Or Great by Valuable Insights
BlackBerry: Do More To Support Bid Price by Chris Lau
'Mantle' Is The Most Interesting Announcement At Advanced Micro Devices' GPU14 Event by Justin Jaynes
Can Vale Offer Bulls Some Respite? by Fusion Research
Does Conatus Pharmaceuticals Have A Winner With Emricasan? by C.R. Jackson
Potash Corp: Be Greedy When Others Are Fearful, 33% Upside From Hiccough Valuation Levels by Achilles Research
Optimistic For OncoMed's Future by Bay Area Biotech
Prudential Bancorp: Last Chance Before Conversion! by Profit Fan
Central Garden & Pet: One Step Forward, One Step Back by Investing 501
Did PacBio Just Sorta Sell Itself To Roche? by Stephen Simpson, CFA
Titan Of Aluminum Industry Poised For Growth by Investing Insight
A Peek Into Oracle's Future by Investing Insight
Apache Readjusts Its Portfolio; What About Its Exposure To Egypt? by Sarfaraz A. Khan
Houston Wire & Cable Has Room To Double Revenue By Scaling Up U.S. Operations by Martin Vlcek
Why Ford Isn't Caught Up In Teslamania by Jacob Steinberg
Exploring Intel's Manufacturing Leadership by Ashraf Eassa
Royal Kpn N.V.: Likely 9.5% ROI With Limited Downside by Bram de Haas
Great Reward Must Come With Great Risk? Sunshine Heart May Be An Exception by Probio Invest
Novavax: A Vaccine Company On The Rise by EnhydrisPECorp
Chesapeake Financial: Highly Profitable, Above-Average Growth And Potential To Double by Achilles Research
Darden Restaurants Could Bounce Higher On Lower Costs by Efficient Alpha
RadioShack Needs To Rethink Its Online Strategy by The Stock Stooge
Can A Commercial Rebound Rebuild ARC Document Solutions? by Stephen Simpson, CFA
Is CVSL The Porsche To Blyth's Volkswagen? by John Gilliam
Buffalo Wild Wings: Not Just A Seasonal Play, Customers Coming In Herds For The Long-Term by AlphaStreetResearch
Merck Pushes On With Failed Cancer Vaccine by EP Vantage
SunTrust Bank: Value On The Horizon by Chris O'Donnell
Novavax: Why Investors Are Excited Now by The Specialist
Several Reasons Why I'm Staying Long Shares Of International Game Technology by Heather Ingrassia
Transcat: Insider Selling Leads To Huge Potential For This Micro-Cap Stock by Informal Economist
What Will The New Nokia's Margins Look Like? by Jacob Steinberg
Bear Vs. Bull: Lions Gate by Paul Sigrist
Nokia Corporation: Strong IPR Portfolio Could Push Prices Even Higher by Boniface Murigu
Coca-Cola's Move To Stevia: Don't Rush ... But Move Quickly by Henry Kawabe
BioTelemetry Is A Rock Solid Investment by Volatility Research
BlackBerry Workout Strategy 101 by Tim Travis
Is 3D Systems Ready To Go Higher? by ONeil Trader
Cinemark Holdings: And So The Plot Thickens by Marshall Hargrave
Burger King Presents A Good Opportunity by Eshna De
Salesforce Platform Strategy Holds Immense Promise by Sramana Mitra
Idera Phase 2 Data Provides For Exciting Q4 2013 And Q1 2014 by Chemistfrog
RF Micro Devices - Ready For Market Dominance by Josh Franklin
Interesting Takeover Target For Semafo AND Endeavour: Roxgold by The Critical Investor
BRE Properties' Long Term Tailwinds, Catalysts Mean Higher Prices by Josh Arnold
Pretium's Extraordinary Results by Russ Winter
Is The New PayPal App A Game-Changer For eBay? by Valuentum
Short Ideas
Memorandum To The BlackBerry Board Of Directors: Stop The Charade And Manage The Company by Michael Blair
Bemis Company, Inc.: An Unsuitable Long-Term Investment by Long Term Hunter
Windows 8 And 8.1 Flops Will Sink Hewlett-Packard by Kofi Bofah
Short Tesla Motors: Valuation Is Unsustainable, Premium To Peers Is Unjustified by Prop Trader
Intel: Apple's A7 Chip Reveals Dangerous Trend by Sacha May
Tough Road Ahead For Coca Cola And Soda Makers by Informal Economist
Facebook: Soon To Be A Shell Of Its Former Self, Like AOL by Northrop Puckett
It May Be Apple Harvest Time by Michael Blair
J.C. Penney Is Getting Coal For Christmas by Quoth the Raven
How Ugly Will Amazon.com's Earnings Be? by Paulo Santos
Pandora May Have Trouble Growing Quickly And That Is A Problem by David White
Quick Picks & Lists
Kroger: The Model For Competing With Wal-Mart And Target? by Valuentum
Explaining Pandora's Resiliency by George Kesarios
Dry Bulk Shipping Stocks Look Interesting by Chris Damas
Northern Tier Energy: Expect A Lower Payout For Q3 2013 by Albert Alfonso
Lennar Corporation - As Market Remains Optimistic, I Am Cautious by The Value Investor
Bull Of The Day: Alleghany by Zacks Investment Research
Bear Of The Day: Mitcham by Zacks Investment Research
Sugammadex's Problems: Is The Merck/Schering-Plough Deal The Worst? by Derek Lowe
Ford: Not As Cheap As It Used To Be But Still A Great Company by Jeroen Jongbloed
Whiting Trust I: New Strategy For Profits - An Update by Kellie Peterson
Sell DryShips And Consider A Real Dry Shipping Stock by The Specialist
Some Speculative Biotechs Making Major Moves by Bret Jensen
Tencent, Suning Eye Smart TV In New Tie-Ups by Doug Young
Elevated Market Expectations Dim Attractiveness Of 3-D Printers by Morningstar
3 Homebuilding Value Stock Picks: Pullback Presents Profit Opportunity by George Putnam
Undervalued Stocks In The Health Care Select SPDR: Best Of The Best by Gary Jakacky
4 Winners That Should Continue Winning by Amal Singh
These 2 Tech Stocks Are Long-Term Buys by Amal Singh
Autodesk Benefits From Subscriptions; Stock Breaks Out by Stock Traders Daily
Fund Holdings
5 Dividend Stocks Smart Money Is Betting On by Insider Monkey
CommVault Shorts: Be Prepared To Cover by Little Apple
IPO Analysis
IPO Preview: Covisint by IPOdesktop
IPO Preview: Montage Technology by IPOdesktop
IPO Preview: Applied Optoelectronics by IPOdesktop
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