Alpha-Rich Ideas
The Biodiesel Tide Is Going Out: Neste Oil Is Swimming Naked, 75% Downside
by Asset Plays Investing
Editor's notes: Declining refining margins bode ill for HEL:NES1V. With downgrades looming and RINs dropping, there could be significant downside for the European refiner.
Societe D'Edition Canal Plus: A Low-Risk Bet On Further Vivendi Restructuring
by Mike Arnold
Editor's notes: The twisted structure of Vivendi's holding in AN.PA makes for a low-risk play, with 30-50% upside as the parent company simplifies the situation.
ModusLink: An Operational Turnaround, A Big Hidden Asset, An Activist, And A Low Valuation
by Weighing Machine
Editor's notes: MLNK's new management, cross over to operating profitability, and bounty of NOLs and fresh cash have shares poised to go higher. Acquisition-fueled growth could create triple-digit upside for longs.
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The Biodiesel Tide Is Going Out: Neste Oil Is Swimming Naked, 75% Downside by Asset Plays Investing
Societe D'Edition Canal Plus: A Low-Risk Bet On Further Vivendi Restructuring by Mike Arnold
ModusLink: 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
IBM Is As Cheap As In April 2009 by Early Retiree
Amazon And The 'Profitless Business Model' Fallacy by Eugene Wei
Career Education - How A 'Small' Sale Changes Everything by The Value Investor
Microsoft Is A Strong Buy With An Ex-Net Cash P/E Of 9.3 And Hardware Catalysts by Achilles Research
Medical Fac Corp. - Cheap Stock That Pays 7% Dividend, Has Near Term Catalysts, With 69% Upside Potential by Okachi Ordu
What Is Arianne Resources Worth After Completion Of Its Bank Feasibility Study? by Mobile Guru
Suncor Energy Offers Stable Growth And Attractive Dividends For Long-Term Investors by Kenny Yang
Why Didn't Microsoft Use Intel In The Surface 2? by Ashraf Eassa
Morgan Stanley Rises Above The Crowd by Don Dion
Asta Funding: Accounting Peculiarities Hide Significant Value by Alpha Vulture
Intel: Bay Trail Systems Selling Out by Ashraf Eassa
Take Advantage Of Advantage Oil And Gas, But Mind The Risks by Derek Chipman
Isle Of Capri: Hit Me Dealer by Marshall Hargrave
Short Ideas
Salesforce.com - The Underpants Gnomes Of Wall Street by Jay Schembs
Zogenix Is Vastly Over-valued Even With FDA Approval by Probio Invest
Angie's List: Worth $9 Based On Expected Lifetime Member Value In 2015 by Elephant Analytics
Quick Picks & Lists
3 Ways To Play The Natural Gas Engine Rollout by Kapitall
Capitalizing On Cannabis: Some Sizzle In The Sector by Alan Brochstein
Dow Chemical - Little Appeal Despite Long-Term Transformation Efforts by The Value Investor
3 Growth Stocks With A Very Low Forward P/E Ratio Currently In An Uptrend by Arie Goren
Regional Bank Warrants - A Quick Run-Through by Adam Jones
MMM - Relentless Focus On R&D Continues To Pay Off by The Value Investor
Sequenom Is A Good Short Term Play by Stock Whisper
Insider Ownership
Insiders Are Selling Lam Research by Markus Aarnio
Midstates Petroleum: Rapidly Growing, But Far From Safe by Kevin Quon
Insiders Are Selling John Wiley & Sons by Markus Aarnio
IPO Analysis
CommScope - No Appetite For This Debt-Loaded Offering by The Value Investor
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