viernes, 25 de octubre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Awilco Drilling Is The World's Most Undervalued Company
by Harry Long

Editor's notes: A high yield, rates that are contractually obligated to rise, and a low valuation have put AWLCF on Harry Long's radar. Shares could double as investors pay attention.

Issuer Direct: Crucial Acquisition Creates Runway For Growth
by BuyTheDipsSellTheRips

Editor's notes: Financial compliance firm ISDR has made a recent acquisition that the market hasn't registered yet. The pro forma finances suggest 70% upside for the shares.

Salamander Energy: A Multi-Bagger Producer Waiting Its Turn In A 'Show-Me' Market
by Value Digger

Editor's notes: SMDR.L is trading cheaply due to misunderstanding over 2012's results. Value Digger, who made a similar call on POE.V, sees triple-digit upside as production continues to grow.

Lindsay Corp.: Irrigating The Emerging Markets With A Modest Valuation
by Kerrisdale Capital Management

Editor's notes: Lindsay's industry leadership and low valuation make the company a great value. Kerrisdale Capital sees 50% upside as international markets shift to Lindsay's products and private equity buyers pay attention.

Reitmans Is Very Cheap
by Saj Karsan

Editor's notes: RET.A.TO sits near 5-year lows due to recent struggles, but fund manager Saj Karsan sees lots of value. Strong free cash flow and regression potential for margins suggest major upside.

Markel: Baby Berkshire Is On Sale
by Eliot Murray

Editor's notes: With the insurance business as a steady earner and Tom Gayner's stellar investment track record, MKL offers an exciting opportunity in a quiet industry. 100% upside.

Stocks Moving From Alpha-Rich Ideas

Monday, Whopper Investments pegged ALJ Regional Holdings' recent acquisition as a catalyst for significant value creation. The stock is +21.3% since. Read article »

On June 4, Money Investor said that Move Inc. was the best way to play the online real estate space. The shares are +54.5% to date. Read article »

Breaking Alpha-Rich Ideas (for Pro Subscribers) Learn more »

This Community Bank Could See An Upward Reversion To The Mean by Intangible Valuation

Another Compelling REIT Offering by Mike Arnold

A Subprime Lender Every Investor Should Love by Igor Novgorodtsev

An Opportunity For The Patient Investor by Brian Langis

Long Ideas

LDR Holding Corp. Quiet Period Expiration Provides Short-Term Buying Opportunity by Don Dion

Career Education: Reversal To A 'Buy' On News Of European Sale by Roger Lindsley

The Chemical And Mining Co. Of Chile Is A DOG! I Think We'll Adopt It... by Joseph L. Shaefer

The Problem With Intel Is Intel... And Microsoft by Russ Fischer

Statoil Continues To Enjoy Exploration Success - Will Be Visible In Future Years by Power Hedge

AMD's Server Strategy Could Actually Work by Ashraf Eassa

Costco: A Retail Sweet Spot? by Fusion Research

Why LinkedIn Is Still In A Sweet Spot by Fusion Research

Potash Corp: Can Russian Politics Force Uralkali Back Into The Cartel? by Achilles Research

Corning: Why Bulls Will Love It More? by Fusion Research

Agilent Technologies' Spin-Off: What's In It For You? by Fusion Research

VirnetX: New Bay Capital LLC's And Apple's Contrived IPRs - Part 2: New Bay Retraces by Tom Shaughnessy

Kingold Jewelry: A Chinese Gem Hidden For The Last Two Years by Stone Fox Capital

Microsoft: A Better Long-Term Investment Than You Might Think by Paul Franke

Vanda Poised For Growth Upon Approval Of Tasimelteon by BioTech Value

Vale Should Perform Better Than Cliffs Natural Resources - Here's Why by Ayush Singh

Sprott Resource Corp Announces CEO Change Up - What It Means For Shareholders by Cameron Swinehart

Best Rail Transporter Is CSX by Tom Dorsey

Panera Isn't Doomed; It Will Rebound by Seeking Profits

Salesforce.com: A Decent Long Term Buy For Growth Investors by Investing Insight

Hawaiian Holdings, Buy On Recent Weakness: 40%+ Upside by Alpha Gen Capital

With Resolution Of Customs Dispute, Rio Tinto Crosses The Last Hurdle At Oyu Tolgoi by Trefis

The Progression Of Natural User Interfaces Favors Advanced Micro Devices by Intrinsic Value Asset Management

Pacific Biosciences: Following The Tumble, Is Now The Time To Buy? by Kevin Quon

Hollywood Media: Waking Up From A Coma by Mariusz Skonieczny

Why DaVita Is Undervalued Compared To Fresenius Medical Care by Early Retiree

Petroamerica: This Undervalued Micro-Cap Colombian Oil E&P Offers A Minimum Of 40% Potential Upside by Caiman Valores

Fairfax In The Home Stretch On BlackBerry Acquisition, Right? by Mark McQueen

Booming Vacation Ownership Industry To Lift Marriott Vacations Significantly by Andy Batts

Whiting's Q3: Cemented Liners, Plug-N-Perf Completion Technique Should Lead To Higher Valuation by Michael Fitzsimmons

Supermicro Keeps Growing Organically And Gaining Market Share From Tech Giants by Martin Vlcek

An Early Christmas Gift From Agnico Eagle by The Investment Doctor

Coach: Ripe For Takeover? by Sami J. Karam

Arianne Phosphate - Premium Quality Phosphate Rock In Canada by The Investment Doctor

Decision Diagnostics Could Be The New Vringo by Bored of Damocles

Intel's 64 Bit Weapon by Ashraf Eassa

Why I Now Own IBM by Patience\ Virtue

Cheapest U.S. Oil With A Big Yield by MLP Trader

Is Mattel An Attractive Investment Opportunity? by Investing Insight

Is Nvidia In Good Financial Shape? by David Schauber, Jr.

Brightcove: A Very Bright Picture Indeed by Marshall Hargrave

How Bright Is The Financial Condition At First Solar? by David Schauber, Jr.

Cytori: A Transformative Year Awaits by Josh Ginsburg

Goldcorp Stays In The Triple-Digit Cash Cost Territory by The Investment Doctor

U-Swirl, Inc. - Frozen Yogurt Franchise For Outstanding Capital Returns by Bull Investor

Zalicus: An Upcoming Catalyst With Huge Potential by PropThink

Is The HEAT On For Celsion? by Quoth the Raven

Wal-Mart's Aggression In China? by Investing Insight

FreeSeas Offers Unique Opportunity For Potentially Massive Profits by The Behavioral Economist

BBM: BlackBerry's Big Mistake? by Tom Shaughnessy

Intel: The Best Investment Opportunity In Semiconductors? by Terrier Investing

Is Amazon A $500 Stock? by Arne Alsin

Market Undervalues Cash Flow And Strategic Value Of TomTom by Bram de Haas

Pengrowth: One Shining Oil Stock You Must Buy by Fusion Research

Dreams Of Doubling My Money - Conversations With J.C. Penney by Dante's Investing Ideas

Micron: Where Do They Stand In The Memory Business? by Russ Fischer

DirecTV: A Leader In Pay TV Services With About 40% Upside by Long Term Hunter

Is Domino's Pizza A Decent Long Term Buy? by Investing Insight

Kingold Is Precious: Shares Up 40% In The Week Following Downgrade By Analysts by David Addison

Can Qualcomm Sustain Its First Mover Lead? by Fusion Research

EchoStar Corporation Deserves A Spot In Portfolios With International Expansion by Chris Katje

IBM: Strongly Consider On Pullback With 25% Upside, Intrinsic Value $220 Per Share by Achilles Research

MGIC Remains A Compelling Value by Seeking Profits

I Cannot Ignore Verizon's Numbers: It Remains A Solid Investment by John Mylant

Burnham Holdings: Priced Under Book And Offering A Healthy Dividend, This Company Merits Attention by ValueArtifex

EMC Stores Big Data And Big Value by Illuminati Investments

Short Ideas

Tesla Is Grossly Overvalued... Right Here, Right Now by Dark Horse Traders' Hedge

Why I Am Changing My Stance On Microsoft To Sell by Sneha Shah

Bear Of The Day: Golden Minerals by Zacks Investment Research

Muddy Waters Initiates Coverage on NQ Mobile Inc. by Muddy Waters Research

Avoid Or Sell Kellogg: Weak Fundamentals, Insider Selling, And Analyst Downgrades by Key Value Indicators

Cloudy Skies For Cloud Computing by Andrei Volgin

Bill Gates Invested In KiOR And Nobody Cares by Green Energy Addict

Angie's List - A Deferred Revenue Train Wreck by J Mintzmyer

Diamondback Energy: Coiled To Strike Or To Miss? by Laura Starks

Celsion Continues Publishing Meaningless Post-Hoc Data Mined Results by Alpha Exposure

Pricing Is The Problem At Panera by Christopher Drose

Tesla Stock Price May Be Out Of Gas (Part II) by Don Dion

Career Education Over-Bought On Apollo EPS Report Today by Roger Lindsley

Blackrock And Neuberger Berman Want A Huge Payout From J.P. Morgan by Don Dion

F5 Networks: Multiple Contraction Storm Coming by Akram's Razor

Who Trades Tesla? by Andrei Volgin

Quick Picks & Lists

Invest In The Alternative Future Of Energy by Stock Whisper

2 Things I Like About Southwestern Energy Company by Bram de Haas

Stribild Vs. Tivicay In HIV Drug Race by Peter Geschek

eBay On A Buying Spree by Sramana Mitra

College Stocks Surprise The Street by Wall Street Strategies

Microsoft Gets A Rating From Tim Cook by Benedict Tubuo (Beevest)

5 Reasons To Buy Ford's Stock, 1 Reason To Sell It by BubbleBustInvesting

Bull Of The Day: Cedar Fair by Zacks Investment Research

Buy, Sell Or Hold Before Earnings by Stock Traders Daily

How To Invest Like The Most Powerful Woman In The World by John Holt

Ahead Of Earnings: Edwards Lifesciences, Kirby Corp., Merck And Roper Industries by Stock Traders Daily

Pay Day Looms For Kenya's Oil Explorers by Oilprice

Ford Continues Its Impressive Roll by Bret Jensen

Are For-Profit Colleges Turning The Corner? I'd Stay Away For Now by BubbleBustInvesting

Cramer's Picks

Cramer's Lightning Round - Halcon Resources Is For Real (10/24/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - The Market's Mixed Signals (10/24/13) by SA Editor Miriam Metzinger

Insider Ownership

Insiders Are Selling IHS by Markus Aarnio

IPO Analysis

IPO Preview: Endurance International Group Holdings by IPOdesktop

IPO Preview: CommScope by IPOdesktop

IPO Preview: Sprague Resources LP by IPOdesktop

IPO Preview: Aerie Pharmaceuticals by IPOdesktop

New Addition To The 3D Printing Family by ONeil Trader

IPO Spigot Turns Up With 500.com, Sungy Filings by Doug Young

Burlington Stores Quiet Period Expiration Provides Buying Opportunity by Don Dion


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