Alpha-Rich Ideas
Southern Missouri Bancorp: An Upward Reversion To The Mean
by Intangible Valuation
Editor's notes: SMBC has a lower valuation than peers despite better metrics. Intangible Valuation, who has made successful calls in the space on ASRV, CVLY, and QCRH, sees 20-40% upside.
Dundee Industrial REIT: Another Compelling Dundee Offering
by Mike Arnold
Editor's notes: DIR.UN trades cheaply due to overhanging selling pressure from its original spin-off. Steady FFO from its industrial properties should drive 50% upside.
MicroFinancial: A Subprime Lender Every Investor Should Love
by Igor Novgorodtsev
Editor's notes: MFI gets lumped in with a bad crowd, but stable earnings and cash flow set it apart. Fund manager Igor Novgorodtsev sees 30-45% upside.
Group Jean Coutu - An Opportunity For The Patient Investor
by Brian Langis
Editor's notes: Quebecois institution PJC.A is undervalued and flush with cash. With several looming catalysts, including special dividends and growth prospects, the shares offer 20%+ total return upside.
Breaking Alpha-Rich Ideas (for Pro Subscribers) Learn more »
The Biodiesel Tide Is Going Out And This Company Is Swimming Naked: 75% Downside by Asset Plays Investing
A Low-Risk Bet On Further Restructuring From This Media Giant by Mike Arnold
This Company Has An Operational Turnaround, A Big Hidden Asset, An Activist, And A Low Valuation by Weighing Machine
Southern Missouri Bancorp: An Upward Reversion To The Mean by Intangible Valuation
Long Ideas
Microsoft Finally Gained Some Momentum: But Is It Deserved? by Mathias Holmstrøm
There Is Still Room To Outperform For Chesapeake Energy by Nicholas Kitonyi
Why Citrix Is On My Daily Watchlist by Bottom Up Investing
Costco Has Room For Growth In Mexico by Trefis
Now Is The Time To Buy PennWest by Fusion Research
What Shutdown? Illumina Rises Above The Noise by PropThink
Will Whole Foods' Market Outperform? by Investing Insight
PDI Is A Cash Rich Company With A Low Valuation And Multiple Growth Opportunities by John Leonard
Microsoft Q1 Results Impress With Q2 Likely To Show Progress In Mobile by Michael Blair
Why Investors Should Invest In Canada And Its Second Largest Bank by Kenny Yang
3 Reasons Why You Should Be Buying General Motors by Jason Ihaji
Clean Energy Investment Opportunity: Offshore Wind by Harris Roen
Manulife: A Canadian Insurer With Compelling Growth Potential And Yield by Kenny Yang
Tiffany & Co. Still Has Diamonds For Its Investors by Investing Insight
Oracle: A Great Long-Term Stock Investment For Patient Investors by Leah Frakes
Netflix Surpasses Expectations With Proprietary Content Strategy by Sramana Mitra
Microsoft Continues To Be A Cash Cow That Keeps Growing by Jacob Steinberg
Trinity Industries: They've Been Workin' On The Railcars by Joseph L. Shaefer
What If The Linn Energy And Berry Petroleum Deal Falls Through? by Christopher F. Davis
SolarCity - An Energy Play Where Your Wax Wings Won't Melt. by AlphaStreetResearch
Where Have All The Apple Skeptics Gone? by Bret Jensen
Apple's Free Software Announcement - Much Ado About Nothing by Larry Smith
The Synaptics Drop Is A Buying Opportunity by Seeking Profits
Atlas Resource: Growth Delayed, Not Denied by Seeking Profits
Callaway: This Company Is Taking Off by Wall Street Strategies
CarMax Buoyed By Favorable Pricing by Syncopy Research
Advanced Micro Devices: Quantifying The Impact Of The R9-290X And Mac Pro by Justin Jaynes
Lear: Growth Through Margin Expansion And Electronics by Christopher Bayliss
Micron Benefiting From Boom In Demand For DRAM Chips by Leah Frakes
Priceline.com: Where From Here? by Fusion Research
Is Macy's Offering A Decent Return Opportunity? by Investing Insight
Infinity Pharmaceuticals Presents A Compelling Risk Reward Ahead Of Imminent Catalysts by Patient Bio Investor
Riverbed: An Undervalued Growth Stock PT. II by Bottom Up Investing
Atrion - This Tiny Dividend Grower Is Putting The Dividend Aristocrats To Shame by Kiran Pande
A BBM Spin Off Could Be Interesting For BlackBerry Shareholders by Michael Blair
MGT Wins No Summary Dismissal, No Venue Transfer in Accelerating Lawsuit by Greg Miller
Amarin: Potentially Worth $3 To $4 Without Expanded Approval by Elephant Analytics
AudioCodes: Microsoft Dominating Enterprise Voice With Lync by Josh Franklin
Hewlett-Packard: Turning Into A Solid Buy? by Fusion Research
Himax Is Still Undervalued Despite Its Recent Run-Up by Equities Lab
My Take On Ford's Results And Mr. Mulally's Future by Jacob Steinberg
FedEx: A Home Run Again by Fusion Research
Under Armour: Should You Buy After Earnings? by The Swiss Trader
ABM Industries: A Buyout Candidate With 25% Upside by Michael Spacey
Arena's Belviq Sales: Week 19 by Spencer Osborne
Banco Santander - Is The Worst Behind Us? by The Investment Doctor
Dig Into Potash And Let Your Portfolio Grow by Quoth the Raven
How Much Does DirecTV Really Earn? by Early Retiree
Fraud Or No Fraud, NQ Mobile Is A Gamble by Charles Zhang
Why Yahoo's Content Strategy Will Probably Fail by Gary Bourgeault
Is Cliffs Turning A Corner? by The Investment Doctor
Scorpio Tankers Incorporated: A Substantial Opportunity In A Recovering Industry by The Behavioral Economist
Why Brett Icahn Could Be Right About Netflix's Growth Potential by Renu Singh
Advanced Micro Devices: A Bet For The Underdog by David Shirk
IBM Is The Only Value Left On The Dow by Nicholas Pardini
Bright Future Awaits AT&T As Company Builds On International Growth Opportunity by Equity Watch
Gogo: Expect The Unexpected by Andre Zannoni
Supertex: Looks To Be A Super Investment by Marshall Hargrave
There Is Still Value In ScanSource by Nicholas Kitonyi
Why A Failed Merger Could Be Good For US Airways Shareholders by Sammy Pollack
Amarantus' LymPro May Be More Crucial For Alzheimer's Treatment Than We Think by Suresh Gupta
Bromine Price Increase Is A Game Changer For Gulf Resources by Darspal S Mann
Pioneer Bankshares: Ready To Put Cash In Your Pocket by Alexander Maxwell
Why Rentech Nitrogen's Q3 Distribution Fell 68% by Chris Damas
ChemoCentryx: Reviving Vercirnon by Herbert Samuel Jennings
Short Ideas
Memo To Intel: Apple A7 Chip Is No Gimmick by Kofi Bofah
An Answer To 'Is Amazon A $500 Stock?' by Paulo Santos
Unprofitable Allied Irish Banks At 4.98 Times Book Value - An Absurd Valuation by Studioso Research
Harley-Davidson's Financing Division Needs A Tune-Up by Doug White
Has Carl Icahn's Herbalife Position Left Him Exposed? by Matt Stewart
Groundhog Day - J.P. Morgan Must Now Deal With Criminal Probes by Don Dion
Medidata Is An Incredible Short Opportunity by StockAnalyst
Annie's: Increasing Competition Means Less Shelf Space For Organics by Marshall Hargrave
Apple - Time To Take Profits As It Cedes Computing Market To Google by Sneha Shah
I Concede Defeat In Amazon.com by Paulo Santos
Tesla: Very Disruptive And Extremely Irrational by NYC Trader
Quick Picks & Lists
Both Apollo And Career Education Shares Went Parabolic This Week. Which One To Short? by Fund Manager
Bed Bath & Beyond May Survive Amazon by Trefis
Will Apple Increase Its PC Market With Free OS Updates? Yes It Will by George Kesarios
National Oilwell Varco - Drilling Activity And Spin-Off Might Drive Value Going Forward by The Value Investor
November Looks Great For Traders by Stock Traders Daily
Zynga - Investors Continue To Bet On A Mattrick-Led Turnaround by The Value Investor
Starbucks: Very Positive Development For The Investors. by Vivek Gupta
Chesapeake Energy - Long-Term Appeal Remains After Solid Momentum In 2013 by The Value Investor
Shares Of Parkervision Drop 59% After Jury Award: Were Investors Setup To Fail? by Justin Giles
Biotechs With FDA Review Dates In November 2013 by David Zanoni
The Battle Of The Cruise Lines: Carnival Vs. Royal Vs. Norwegian by MTF Investing
Platinum Group Metals: South African Partner Quits, Deathblow Or Chance Of A Lifetime? by Nico Inberg
Will Apoptosis Succeed Where Other Cancer Treatments Haven't? Three Companies Trying by Andreas Spiro
Why China Housing & Land Development Inc. Should Continue To Grow Rapidly by Batman Trades
How You Can Cash In On China by Fusion Research
New EOG Frac Technique Driving Outperformance, Promising For Others by Josh Young
The Basic Fallacy In Momentum Stock Analysis by Paulo Santos
Insider Ownership
Insiders Are Selling JDS Uniphase by Markus Aarnio
Insiders Are Selling IPG Photonics by Markus Aarnio
IPO Analysis
CommScope: Operating In A Competitive And Dynamic Market by Vivek Gupta
QTS Realty Trust Quiet Period Ending Provides Buying Opportunity by Don Dion
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