Alpha-Rich Ideas
OncoMed's Cancer Stem Cell Therapies Could Provide Outsized Gains For Investors
by BPD Research
Editor's notes: OMED's diverse but focused pipeline could lead to big gains after a choppy initial trading period. BPD Research's deep dive uncovers 40-50% upside.
ALJ Regional Holdings' New Acquisition Unlocks Value
by Whopper Investments
Editor's notes: ALJJ's recent acquisition likely came at a cheap price, says Whopper Investments. With NOLs ready to be deployed, the company could create serious shareholder value.
Wi-Lan: An Undervalued IP Licensing Company With 50% Upside And A 4% Dividend
by Dennis Beaudet
Editor's notes: WILN trades cheaply compared to peers despite a string of settlement wins and good news. With a strong cash balance and several looming catalysts, there's room for a bigger move.
Goodrich Petroleum: Transformation Underway
by Richard Zeits
Editor's notes: A flurry of news last week signals a buying opportunity for GDP shares. With accelerating development, fresh cash, and a potential asset sale looming, the company has significant upside.
Dragon Oil: Cash-Rich Company With A Minimum 30% Upside Potential
by Street Smart Investor
Editor's notes: DGO.L trades at cheap forward multiples. Easing regional tensions, rising production, and a strong cash position should send the company's shares higher.
Clayton Williams: Leveraged To Momentum In 2 Top Oil Plays
by Richard Zeits
Editor's notes: Recent developments for CWEI have driven the share price higher, but they've also strengthened the story significantly. Energy expert Richard Zeits says the risk/reward profile is skewed to the upside.
Whiting Petroleum Offers 40%+ Upside For Risk-Tolerant Investors
by Caiman Valores
Editor's notes: WLL has made a big move, but growing production and promising exploration prospects should continue to drive shares higher. Caiman Valores sees upside even if oil prices continue to drop.
Canadian Apartment Properties REIT: Become A Landlord Without The Hassle
by Mike Arnold
Editor's notes: CAR.UN.TO has new properties flowing into its FFO and has a strong position due to its focus on the rental market. The recent Canadian REIT sell-off creates a 25% opportunity.
Fugro: Surveying Sustainable Value Creation At An Attractive Price
by McDuck Capital
Editor's notes: FUR.AS took a hit due to past management and accounting issues, but the long-term story is still intact. With the company divesting a capital-intensive segment, there's 30% upside.
Kearny Financial - Safe NJ Thrift, Easy Double
by AlphaGen
Editor's notes: KRNY trades very cheaply to tangible book when considering its MHC status. With a second-step conversion looming, the share value could rise significantly.
Stocks Moving From Alpha-Rich Ideas
On October 7, Richard Zeits said Forest Oil's disappointing asset sale suggested its valuation might drop. The stock is -10.1% since. Read article »
On July 5, GFP Investments said turmoil in Egypt had created a buying opportunity for Transglobe Energy's shares. The shares are +50.7% to date. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers) Learn more »
This Company Is At Least A Double With This Growing Cash Pile by Microcap Maven
This Investment Management Firm Trades At A 40% Discount To NAV With A Significant Near-Term Catalyst by Weighing Machine
A Better Way To Invest In Luxury by Helix Investment Research
Thrift Shopping Among Community Banks by Ariana Research
Long Ideas
JPMorgan Subject To Government Confiscation, Disturbing Precedent Set by Josh Arnold
Advanced Micro Devices: A Look At The Recent Share Price Decline by Justin Jaynes
NQ Mobile: NQ Live Is A Game Changer by Treasure Hunter
Forest Labs: Let The Good Times Roll - Reward To Risk Still 2:1 by Buddy Lyons, CFA
Apple's New Products Give Investors New Hope by Saibus Research
Intel's Winning Strategy by Ashraf Eassa
Blucora Is Not Overvalued: Room For Additional Multiple Expansion, 21% Upside Potential by Naomi Warmate-Igwe
Starbucks Is Vulnerable To Robotic Baristas, Capsules by Gary Bourgeault
Hewlett-Packard: The Smartest Deep-Value Play In High Tech by Paul Franke
Camac Energy Hit A Significant Nigerian Oil Reservoir, And There's More To Come by MTF Investing
The Search For Xyratex's Lost R&D Dollars by Jonathan Fishman
Cliffs Natural Resources Follow-up: Why I Am Still Bullish by Hugh Fan
After A Record Quarter Silicom Is Worth $50.00 by Ken Nagy
Arena's Belviq Refills - Week 18 Data by Spencer Osborne
Heat Biologics Readies Proof-Of-Concept Studies by Len Zehr
Why I Don't Invest In Companies That Layoff Employees by Christopher Lum Lee
What Will Drive The Yahoo Machinery? by Fusion Research
Why You Shouldn't Overlook Enerplus by Fusion Research
Coke's Future Remains Uncertain, While Pepsi Continues To Thrive by Henry Kawabe
National Oilwell Varco Set For $90+ by Jeff Williams
Why Intel Is Embarrassing Itself With A Web-TV Venture by Intrinsic Value Asset Management
Sprague Resources IPO Yields 8+% by Don Dion
Why Herbalife Is A Strong Business Model by Fusion Research
Consider Hess A Growth Stock by Alexander Valtsev
Potash Investors Should Take A Good Look At Agrium - It Has Huge Potential by Price Point
Visteon Corporation: Mispriced Security With A 32% Upside by David Tristan Liu
Lululemon Still A Good Long-Term Opportunity by Syncopy Research
Bull Of The Day: Yelp by Zacks Investment Research
Advanced Micro Devices: Wall St. Consensus Projections Unrealistically Negative by Intrinsic Value Asset Management
Tesla: At The Tipping Point, Keep Your Eyes On The Big Picture by Benedict Tubuo (Beevest)
W.R. Berkley: Beating Berkshire In Book Value Growth For Over A Decade by Sean Weston
Ultra Petroleum: Here's Why I Think The Uinta Acquisition Looks Promising by Heather Ingrassia
6 Reasons To Be Bullish On Jazz Pharmaceuticals by The Swiss Trader
Intel Stock May Surprise Investors The Positive Way by Alex Jordon
KB Home Remains Optimistic On The Housing Recovery by David Guarino
A Hole In Carlisle Companies' Earnings Could Lead To Buy Opportunity by Alan Brochstein
Taking Another Look At Raytheon by Valuentum
This Is Why Wal-Mart Will Beat Amazon At Its Own Game by Gregory Vousvounis
Grab Ubisoft Before It Rebounds by Gary Bourgeault
Visa: Think This Year Was Good, Wait Until Next Year by Efficient Alpha
Pretium Resources: A Sell-First Mentality May Be Causing Investors To Overlook Positive News by Hebba Investments
Why Sirius XM And Netflix Will Double by Rizzi Capital
Why Procter & Gamble Is A Favorite Of Investors by Fusion Research
Trying To Stop A Bull Market Has Risks by Frank Holmes
Google: The Next Dow Stock? by Dave Dierking
Yahoo Counts On Alibaba, Not Marissa Mayer by Sramana Mitra
Goodyear Tire: Long-Term Guidance Should Result In More Good Years Ahead by The Value Investor
Can Petrobras Execute Its Plans To Perfection? by Fusion Research
Will AOL Bring An Upside Surprise? by Dana Blankenhorn
Can Cree Hurt General Electric's Multi-Billion Dollar Market Opportunity? by Amal Singh
Visa: Enhanced Security Leads To Better Returns by Fusion Research
The Next Best Big Pharma? by Bill Gunderson
Move Over Starbucks, America (Will) Run On Dunkin' by Jefferson Starship
Freeport: Mining Giant Heading Higher After Earnings by Bret Jensen
Is Verizon A Better Option Than AT&T In The Rural Wireless Market? by Amal Singh
Pickup Truck Industry Ready For A Tesla Entry by Feria Investor
The Buckle: America's No. 1 Destination For Denim, And A 35% Upside by Long Term Hunter
PICO Requires Patience, But Should Pay by Stephen Simpson, CFA
Gramercy: Is This Small Cap The Greatest Alpha Opportunity In REITs? by Terrier Investing
Another Astute Deal For Depomed by Jason Napodano
HSN Inc.: Trading At A Discount To Its Intrinsic Value by Investing Insight
Oclaro: Trading At Tangible Book Value, Divesting Assets At A Premium by Martin Vlcek
Why Orthofix Is Grossly Undervalued And Worth Looking Into by Andy Batts
Freeport McMoRan: Was Re-Diversification A Good Idea? by The Investment Doctor
Terex: Still Expecting The Margin Improvements by Stone Fox Capital
Short Ideas
Why Are The Shorts Picking On Inovio? by EnhydrisPECorp
What Should Investors Do As SAC's Cohen And JPM's Dimon Prepare To Pay Billions? by Don Dion
Reflecting On Goldman Sachs's Poor Results by Don Dion
Under Armour Valuations Assume Hefty Margins, Growth: Beware! by Alpha Gen Capital
Cramer Expounds The Greater Fool Theory On Netflix by Paulo Santos
Retail Sector Weakness Can Negatively Affect Demandware by Darspal S Mann
RadioShack: New Financing Buys Some Time, But Not Much by The Stock Stooge
Questcor And The Chronic Disease Fund: Is Free Drug Truly Free? by Inflection Point Research
Is Salesforce.com's Platform As A Service A Potential Liability? by Weighing Machine
Tableau: The DV Market Just Got More Crowded by Akram's Razor
Why PDL BioPharma Doesn't Look A Promising Long Buy by Futuristics
Struggle Continues For Windstream by Fusion Research
Amazon.com Shipping Change Means The Earnings Miss Is Probably Massive by Paulo Santos
All Hell Could Break Loose For Herbalife Any Day by Quoth the Raven
Quick Picks & Lists
The Market Has Been Strong For Too Long - Here's How To Protect Against A Fall by Weighing Machine
3 Stocks With Magic PEG Ratios by Zacks Investment Research
6 Growth-Oriented Stocks With Bullish Momentum That Could Offer Buffett-Like Returns by Follow My Alpha
Bear Of The Day: Crocs by Zacks Investment Research
Averting The Dollar Crash With Historically Discounted Gold And Silver Junior Miners by Jeb Handwerger
Salesforce.com - Raymond James Is Fueling Momentum Ahead Of The Third Quarter Earnings by The Value Investor
VMware - Solid Quarter, Solid Outlook by The Value Investor
6 Cheap Stocks That Outperformed The S&P 500 For 10 Years That Are Now Worth Reviewing by Follow My Alpha
Netflix - Shares Are Entering 'Euphoria' Phase by The Value Investor
Investors Should Avoid Netflix by Stock Traders Daily
Why I'm Now Buying IBM (And Other 'Old' Tech Companies) by Joseph L. Shaefer
Halliburton: Positive Catalysts Mean Further Gains Ahead by Bret Jensen
Margin Of Safety In U.S. Education Companies by David Waldron
GM Leads Gem Dogs Airing 30% October Upside And Zero Dividends by Fredrik Arnold
J.C. Penney Is Not The Next Best Buy by Bargain Bin
Why EMC Trails VMware by Dana Blankenhorn
First Solar Is Still A Great Long-Term Play, But Due For A Pullback by Matthew Frankel
Refinery Stocks Doing Well by Chris Damas
If You Aren't Invested In Twitter Already, You May Want To Stay On The Sidelines For The IPO by An Objective View
Many Stocks At Resistance Going Into Earnings by Stock Traders Daily
Don't Chase These Stocks Ahead Of Earnings by Stock Traders Daily
Important Catalysts Approaching For These Biotechs by StockMatusow
Cramer's Picks
Cramer's Mad Money - I Was Roundly Hounded About Google (10/22/13) by SA Editor Miriam Metzinger
Cramer's Lightning Round - Disney Is A Great Story (10/22/13) by SA Editor Miriam Metzinger
Fund Holdings
Jana Bets Big On Outerwall by Valuentum
High Yield With Icahn by Igor Greenwald
Insider Ownership
Insiders Are Selling FleetCor Technologies by Markus Aarnio
IPO Analysis
Sprague Resources IPO Yields 8+% by Don Dion
Blackstone-Backed Brixmor Property IPO Should Be Avoided by Don Dion
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