Alpha-Rich Ideas
Rocky Mountain: Way Too Cheap
by Saj Karsan
Editor's notes: Short-term business distortions have created a long-term value play in this Canadian agriculture/construction equipment distributor, says fund manager Saj Karsan. Shares of RCKXF.PK (RME.TO) should offer strong appeal to patient investors.
Dundee REIT: A Cheap Canadian Real Estate Play
by Mike Arnold
Editor's notes: D.UN.TO has operating leverage, a stable debt load, and a cheap valuation. Value investor Mike Arnold sees 50% upside as the market shakes off its fears about Canadian real estate.
Premier Inc.: Healthcare Crisis Creates A Growth Environment
by Buddy Lyons, CFA
Editor's notes: PINC has a fast-growing high-margin model that is poised to benefit from cost-cutting demand in healthcare, and is reasonably valued. Buysider Buddy Lyons calls for 60% upside.
Summer Infant's Self-Improvement Could Take It A Lot Further
by Stephen Simpson, CFA
Editor's notes: SUMR continues to grow into a compelling investment. With steady revenue growth and a shift towards higher-margin business, the baby care products company could see 45% upside.
Astrotech Is Still Significantly Undervalued Despite Recent Move
by Inefficient Market
Editor's notes: ASTC's rocket-like move after earnings is just the start. As its loss-leading division edges towards profitability, the company's shares could have astronomical upside.
Stocks Moving From Alpha-Rich Ideas
Wednesday, Inefficient Market pegged Astrotech as ready to hit an inflection point. The stock is +18.6% since. Read article »
On July 10th, Ashraf Eassa said PLX Technology's renewed focus and improving product mix could drive significant upside. The shares are +25% to date. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers) Learn more »
This Large-Cap Tech Has 40% Upside And More For Patient Investors by Eliot Murray
Short This Biotech's Pending Catalyst For A 30% Gain by EnhydrisPECorp
A Cheap Foreign Real Estate Play by Mike Arnold
This Retailer's Recent Sell-Off Offers Attractive Entry Point Into Long-Term Growth by Helix Investment Research
Long Ideas
Nyrstar Far From Health by Stephen Simpson, CFA
What To Expect From Vodafone As It Completes Its Acquisition Of Kabel Deutschland by Junius
BlackBerry: Fairfax Deal At Risk, Could A Bidding War Propel Shares Past $12? by Achilles Research
General Electric Is Positioned To Profit From This Multi-Billion Dollar Opportunity by Amal Singh
10 Catalysts That Are Paving The Way For Apple $700 by Kyle Spencer
TransDigm Group: Aerospace Stock Flying High by Syncopy Research
Currently Undervalued, ValueClick Has Significant Upside by Naomi Warmate-Igwe
Revisiting Warren Buffett's IBM Investment Rationale by Nealster
Intel Treads Water: Bland Benchmarks, No Catalysts by Ray Merola
Sanderson Farms Could Be The Next Smithfield Foods by John Leonard
Bassett Furniture: 'Furniture You'll Love' - A Stock You'll Love More by Tom Shaughnessy
GulfMark: Deepwater Oil Service Company Growing On All Fronts by Casey Hoerth
Can Vodafone Continue This Upside Rally? by Fusion Research
Neonode Awarded Key Flush-Design Patent; Should Be Huge Catalyst At Samsung And LG by Bayless Capital
Gilead Vs. Johnson & Johnson In Cancer Race by Peter Geschek
Deer Hunter 2014 Rakes In Almost $1 Million A Day For Glu Mobile by Brandon Osborne
The Evolution Of Compugen: Is The Titan Arum Finally Ready To Bloom? by Douglas W. House
Opportunity Exists At Fusion-io If Only It Can Execute by Stone Fox Capital
Cal Dive Seems To Be Fighting The Tides by Stephen Simpson, CFA
What The Bears Don't Get About Amazon by Nathan Brooks
Drilling Into The Financial Condition Of Schlumberger by David Schauber, Jr.
Is It Time To Stop Speculating On Alcatel-Lucent? by Lee Boy
My Favorite Stock Right Now: Opko Health by Bill Gunderson
Would You Vote For The Directors Of Edgewater Technology? by John Rolfe
Chinese Fabless Montage Lists On The Nasdaq by Sramana Mitra
New Products And Technologies Can Continue To Push Cascade Microtech by Stephen Simpson, CFA
SanDisk Still A Buy, Even After Earnings by Mark Sutton
CTS Corporation Just Became A High-Growth, Higher-Margin Company by Ken Nagy
Cel-Sci: Suddenly A Strong Bottom Bounce Candidate by MarketScanners
CytRx Awaiting Soft Tissue Sarcoma Data In December by Len Zehr
Chipotle Or Yum - Which Restaurant Should You Choose? by Amal Singh
$800M Braintree Acquisition Sets The Stage For Spindle by AppHead
Near-Term Catalyst Could Double Enanta's Market Cap by StockMatusow
Short Ideas
Not Cutting It: Even After Earnings Disappointments, Intuitive Surgical Is Still Overvalued by Scott Fearon
EVs, Solar Panels And Free Lunch Sophistries by John Petersen
SolarCity: A Black Box Of Mystery by CDM Capital
Intel Has No Answer For Qualcomm Snapdragon by Kofi Bofah
Pandora, Like Icarus, Might Fall From The Sky by Michael Blair
PhotoMedex: Just Say No!No! by The Street Sweeper
The 3 Signs Of Apocalypse Amarin Longs Missed by Quoth the Raven
Should We Buy Shares Of A 'Perfect' Company Like Colgate-Palmolive? by Dimitrios Koutsoubos
GreenHunter - Even Management Recognizes Need For More Capital, But More Concerned With SeekingAlpha by Josh Young
Better Off Passing By This Overvalued Billboard Advertiser by Marshall Hargrave
IBM's Description Of Q3 Supports My Previous Bearish Articles. How Low Can The Stock Go? by DoctoRx
An Unavoidable Problem With Renting-To-Own by Marshall Hargrave
Quick Picks & Lists
Large-Cap And Mid-Cap Values Remain, Part 2 by DAG1996
Akamai Technologies Is Overvalued by Bottom Up Investing
Dell And HP Beat Apple On PC Market Share Growth by Douglas Ehrman
Transocean: Why You Need To Consider This Offshore Driller by Achilles Research
eBay - No Reason To Celebrate This Holiday Season, As Competition Will Intensify by The Value Investor
ParkerVision Shares Surge 61% After Jury Verdict: Are These Patent Stocks Next To Break Out? by Justin Giles
Pioneer And The Permian Basin Potential by Dave Dierking
Why PayPal Is Well Positioned by Bram de Haas
Bear Of The Day: Target by Zacks Investment Research
Merck And Siemens Cut Jobs In Hopes Of Operating Margin Expansion by Valuentum
Bull Of The Day: Deutsche Bank by Zacks Investment Research
SolarCity: Stocks Can Go Up For The Weirdest Reasons by Paulo Santos
3 Companies Calling Bermuda Home by Delian Naydenov
Why You Should Avoid EOG Resources And Consider Other Oil And Gas Plays Instead by Achilles Research
Amazon's New Payment System: Pros, Cons And Shareholders by Douglas Ehrman
Amazon Announces New Features In CloudFront Targeting Commerce And Retail Customers by Dan Rayburn
Where Is The Vision At Microsoft And IBM? by Dana Blankenhorn
Buy Sell Or Hold: Texas Instruments Is At Resistance by Stock Traders Daily
Alibaba-Yahoo: Still Some Love? by Doug Young
To Appreciate Energy Stocks, Read More About Real Estate by Jonathan Yates
Ahead Of Earnings: Did The Shutdown Hurt McDonald's? by Stock Traders Daily
How Microsoft's Loss Is Becoming Google's Gain by Amal Singh
IBM: A Disaster In The Making, Part 2 by Arne Alsin
Noble: Driller Delivers Stellar Results And Is Going Higher by Bret Jensen
Cramer's Picks
Cramer's Lightning Round - I Haven't Been Bullish Enough On Take Two Interactive (10/17/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - Great Companies Don't Make Excuses (10/17/13) by SA Editor Miriam Metzinger
Fund Holdings
How Billionaire Leon Cooperman Gets 'Growth At A Lower Valuation' by Insider Monkey
How David Tepper Might Play A Second 'Tepper Rally' by Insider Monkey
Wrong About Gold Again? by Bachar Samawi
Insider Ownership
Intensive Insider Buying In Agnico-Eagle Mines by Markus Aarnio
Insiders Are Selling Ascena by Markus Aarnio
IPO Analysis
Veeva Systems - A Profitable Cloud Offering by The Value Investor
Endurance: 350% Rise In Valuations In Just Under 2 Years by Vivek Gupta
IPO Preview: Voxeljet AG by IPOdesktop
The Germans Are Coming To 3-D Printing With voxeljet by IPO Candy
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