Alpha-Rich Ideas
Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap
by The GeoTeam
Editor's notes: GTT has recent acquisitions, improving performance, relative undervaluation, and an attractive SaaS-like model to power growth. GeoTeam adds it all up and sees triple-digit upside.
Chico's FAS: A Growth Story At A Value Price
by Ariana Research
Editor's notes: CHS's rare same-store sales miss should be viewed as an opportunity. Ariana Research, whose ASNA call looks good, says the retailer's niche leadership and balance sheet should drive 35% upside.
The Real Takeover Candidate In Teen Retailing
by Shaun Currie, CFA
Editor's notes: ANF's issues look purely operational to analyst Shaun Currie, who thinks the low valuation is an invitation for an LBO. 20% or more upside.
Miller Industries Anything But A Wreck
by Stephen Simpson, CFA
Editor's notes: Unfollowed on the Street, relatively illiquid, and in an unsexy industry - it's a value investor's dream. Veteran analyst Stephen Simpson sees 35% upside; a strategic buyer could pay more.
The Other Lennar: Lennar B Offers 10X The Voting Rights At 25% Off
by Special Situations and Arbs
Editor's notes: Despite representing an equal claim on earnings and 10x the voting power, Lennar's class B shares (LEN.B) trade 25% below class A shares (LEN). With activist investors hovering, the pair trade looks attractive.
Stocks Moving From Alpha-Rich Ideas
Wednesday, The GeoTeam explained why Global Telecom could be in for a big move higher, with recent acquisitions and improving performance as key drivers. The shares are +10.6% to date. Read first article »
On August 22, Igor Novgorodtsev said Perma-Fix had staved off meltdown, and that as Department of Energy spending picked up, the company's shares had major potential. The stock is +49% since. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
An Out Of Favor Real Estate Play by Mike Arnold
This Company's Growth Mission Impossible by Akram's Razor
Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap by The GeoTeam
Chico's FAS: A Growth Story At A Value Price by Ariana Research
Long Ideas
Apple: Don't Overlook These Short Term Risks by Gary Cheng
Columbia Sportswear: A Huge Upside Potential Coupled With Limited Downside Risk by Investing Insight
For Value Investors, Iridium Could Be 'Out Of This World' by Kapitall
Vale At An Interesting Juncture, CEO Promises A Surprise by Bob Johnson
Ford's Oakville Investment Responds To Increased Consumer Demand by David Zanoni
3 Companies Engaged In A Bitter Battle; Who Will Win? by Renu Singh
AbbVie's Search For The Next Humira by Peter Geschek
This Stable Insurer Is Traded At Below Book Value And Has Significant Upside Potential by Shelley Lin
One Way Google Should Charge Ahead Of Apple by Douglas Ehrman
Westport International: A Must Own Secondary by Stone Fox Capital
The Billion Dollar Molecule by Pharma Reports
Mellanox Technologies: How Low Will It Go? by Ted Stamas
David And Goliath Case Offers A Surprising Opportunity by Bored of Damocles
Why I Am Long Intel by Michael Blair
Why ConocoPhillips Is Undervalued Right Now by Dividend Garden
Bed Bath & Beyond's Growth Remains On Track by Trefis
Walgreen: Plenty Of Upside Potential by CMI Research
Amazon: The Kindle Fire's Mayday Feature Could Be Quite A Profitable Loss Leader by Bram de Haas
Wynn Partners With 888 Holdings For Online Gambling In Nevada by Trefis
Opko And Its Billionaire CEO Invested In Biozone by John H. Ford
Premier Oil: Medium Term Production Target Of 100,000 BOE Per Day Remains Intact by Junius
Oracle Fit For Long-Term Investment, Not Short-Term Trading by Leah Frakes
Goldcorp Among The Best In Gold, Earns Neutral Rating Due To Stock Already Succeeding by Horizon Investments
Emerging Markets At A Discount And A 9% Yield by MLP Trader
Is It Time To Go Long Sarepta Therapeutics? by EnhydrisPECorp
$9 For BlackBerry Stock Buyout: Take It Or Leave It by Kofi Bofah
Can China Take Yum! Brands For A Ride? by Fusion Research
Bravo Brio Restaurant Group: A Relatively Unknown And Underappreciated Growth Story by Marshall Hargrave
Insider Selling At Yelp Is A Non-Issue by Scott Ryan
Defense Stocks Deserve A 2nd Look by Boniface Murigu
BlackBerry: Is Prem Watsa Really Interested In Taking It Private? by Elephant Analytics
U.S. Global Investors: The Micro-Cap Takeover Target With An 80% Upside by Morgan Myrmo
Newmont: Great Value Play If Commodity Markets Rebound, Capex Adjusted To Sustainable Levels by Achilles Research
This Trend For Ford Could Telegraph New Highs In 2014 by Quoth the Raven
How Facebook Can Take Over The Internet by Harris Schley
What Visa Can Buy For You by Investing Insight
Soligenix: 2 Contract Wins Validate Lean Operating Model Thesis by Tech Guru
You Shouldn't Be Missing The 3-D Printing Opportunity by Fusion Research
Forget Facebook And LinkedIn, Invest In The Company Suing Them Instead by Boris Marjanovic
So, What About BlackBerry's Business Model? by Fusion Research
Boeing: Despite Issues, Still Flying High by CMI Research
United Technologies: A Strong Defense Pick by Fusion Research
Rosetta Resources: Why Is This Mid-Sized Energy Firm An Attractive Buy For Long Term Investors? by Sarfaraz A. Khan
Nokia Bulls: Where From Here? by Fusion Research
LNG Continues To Fuel The Chart Industries' Story by Stephen Simpson, CFA
Evolving Systems Is Attractive Due To Rising Free Cash Flow And Shareholder Friendly Management by John Leonard
Dart Group Plc: An Undervalued Airliner Insulated From Industry Problems by Fund Gurus
National Cinema Media Undervalued With Chinese JV, Spin-Off, And Cord Cutting Shift by Chris Katje
Bear Vs. Bull: JPMorgan by Paul Sigrist
Short Ideas
Peabody Energy: Ridiculously Overvalued Despite Poor Industry Outlook by Achilles Research
Hands-Off Alcoa: Great Company, Ugly Valuation by Achilles Research
FAB Universal: This Could Be A Fad by Christopher Drose
FAB Universal - Fabulous Not So Much. by Investor RockieK
Is There Still Too Much Hype And Air To Leave From Halcon Resources' Valuation? by Value Digger
Dex Media: A Rare 'Chapter 33' Bankruptcy In The Making by Scott Fearon
Pandora Is About To Get Shellacked by Quoth the Raven
Quick Picks & Lists
Who To Believe About Obamacare And The Workforce: The Oval Office Or The Corner Office? by Jonathan Yates
August Auto Sales: Ford's C-Max Outselling Tesla's Model S by Valuentum
Air Quality Standards Take Aim At Coal by Valuentum
Reminiscences Of A Stock Operator by George Kesarios
Netflix Doubles Video Quality, Making 6Mbps SuperHD Streams Available To Everyone by Dan Rayburn
Does The Mako Surgical Takeover Make Intuitive Surgical A Buy? by SmartStops
Shareholder Inequality: Fairfax's Other Motivations In Its Bid For BlackBerry by Christopher Wallace
Bull Of The Day: Korn/Ferry by Zacks Investment Research
Bear Of The Day: Clean Harbors by Zacks Investment Research
eBay: Congrats On A Strategic Solid Deal To Fortify PayPal's Position by The Value Investor
Technical Factoids by Calafia Beach Pundit
Internet Stocks Partying Like It's... by Bespoke Investment Group
JWN: Will Expansion Move The Stock Higher? by Stock Traders Daily
Intel Has Big Plans For Small New Chip by Alex Jordon
S&P 1500 Most Heavily Shorted Stocks by Bespoke Investment Group
Can Harley-Davidson Sell More Bikes In The U.S.? by Trefis
Net Deferred Tax Assets And Liabilities - Valuation Adjustment by David Trainer
Bargain Hunting In Chinese Stocks: Which Are The Winners Going Forward? by Justin Giles
Hedge Against Inflation With 3 Growing Tech Stocks by Kapitall
Undervalued Stock Of The Week: Foot Locker by Brad Kenagy
5 Names With Significant Short Interest Declines by Bill Maurer
My Favorite 3 $2 Turnaround Stocks by Bret Jensen
5 Names With Significant Short Interest Rises by Bill Maurer
Can Wal-Mart Or Costco Successfully Compete With Amazon? by Intelligent Speculator
Terrific Earnings Growth Expected At These 2 Cloud Players by Amal Singh
Microsoft Late Again To Gaming Market With JV by Doug Young
LeapFrog Is Cheap by Northrop Puckett
Stryker - Strikes A Nice Strategic Deal By Acquiring MAKO Surgical by The Value Investor
What Do Apple And Take-Two Have In Common? by Paulo Santos
The Best Burger For Your Portfolio by Zacks Investment Research
An Option For BlackBerry by Redrut
Solar Stocks Are Notching (Nearly) Triple Digit Returns by David Fabian
Potholes To Pipelines: Investing In Infrastructure Build-Out With Caterpillar, Deere And Others by Soos Global Capital
An Analysis Of 'Alpha-Rich' Picks by Kevin Greenhalgh
Galena: Acquisition Prospects And Exciting Catalysts by Stock Whisper
Pay TV Is Getting Friendly With Netflix by Valuentum
Cramer's Picks
Cramer's Mad Money - 10 Stocks Money Managers Will Be Buying (9/26/13) by SA Editor Miriam Metzinger
Cramer's Lightning Round - Hot Noodles (9/26/13) by SA Editor Miriam Metzinger
Insider Ownership
Insiders Are Buying Old Line Bancshares by Markus Aarnio
Insiders Are Buying Pinecrest Energy by Markus Aarnio
IPO Analysis
Violin Memory IPO Way Out Of Tune by Don Dion
IPO Preview: RingCentral by IPOdesktop
IPO Preview: Violin Memory by IPOdesktop
IPO Preview: Pattern Energy Group by IPOdesktop
Enzymotec IPO From Israel Is Exciting by Don Dion
All Eyes On The IPO Market by Tim Keating
IPO Preview: Premier by IPOdesktop
Premier: IPO Has Competition, Obamacare And High Compensation Issues by Don Dion
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