martes, 29 de octubre de 2013

Today’s articles on Investing Ideas

Stocks Moving From Alpha-Rich Ideas

Clayton Williams Energy (CWEI) is +15.2% since last week, after Richard Zeits called out the stock for its attractive risk/reward profile. Read article »

Lend Lease Group (LLESY) is +28% since August 14, when Mike Arnold identified a buying opportunity after a May sell-off and a misunderstanding of Lend Lease's market exposure. Read article »

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

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

Bank Of America: Substantial Upside From Earnings Leverage by Josh Arnold

General Electric's Earnings Mix Portends Potentially Rocky 2014 by Josh Arnold

Hewlett-Packard Will Have A Serious Impact On 3D Printing Companies by ONeil Trader

The Value Of Sanofi Lies In Its Predictability by Early Retiree

The Breadth And Depth Of Amazon's Expansion by Sramana Mitra

Under Armour - Growth At A Price by Geetanjali Gamel

Zynga: A Big Bet On 2 Guys With A Billion Bucks by Jason Bond

Carl Icahn Or Netflix: What Are You Really Selling? by Vern Hoffmann

Recent FDA News Makes A Zalicus Trade Look Even More Compelling by MarketScanners

Is Ackman Just As Wrong As He Was On J.C. Penney? Herbalife Q3 Results Suggest So by Achilles Research

National Oilwell Varco Has Good Earnings, Good Value, And Greater Potential by David White

Advanced Micro Devices: A Solid Buy At These Levels by Fusion Research

Agnico Eagles - The Gold Company That's Firing On All Cylinders by Price Point

Sirius XM: $3.70 Equals Disappointed Investors? I Disagree by Stephen Faulkner

Jardine Matheson: High Quality At A Low Price by Nigel Stevenson, CFA

Tesla's Path To A Conservative $500 Per Share by Green Energy Addict

Demandware: This Stock Could Demand Higher Prices by Stone Fox Capital

Why U-Swirl's Share Price Could Double By Year's End by Boris Marjanovic

Nautilus, Inc.: Earnings Trade Or Long-Term Hold? by Christopher Salerno

A Fast-Growing Insurer Trading Near Book Value That May Be Ready For A Much Higher Valuation by DoctoRx

Deere & Company At Fair Value, Why You Still Need It In Your Portfolio by Efficient Alpha

Mesabi Trust: Cliffs Natural Resources' Q3 Conference Call Has Big Implications by James Duade

National Oilwell Varco Rethinking The One-Stop Shop by Doug Sheridan

Bull Of The Day: Cincinnati Financial by Zacks Investment Research

Why Amazon May Be Worth $165 Billion, More Or Less by Michael Blair

Manhattan Associates On An Absolute Tear With Room To Go Higher by Marshall Hargrave

Apple: If I Could Buy And Hold Only One Stock, This Is It... 2nd Anniversary by The Ugly Truth

Furmanite Common Stock Has Several Positive Catalysts by Don Dion

Profits At Inuvo Offer Significant Upside by BuySellShort

NeoStem: Catalysts Upcoming, Financing In Rear View Mirror by Tech Guru

Why Tesla Fire Stories Are A Farce by Quoth the Raven

Michael Kors Continues To Take Coach's Market Share by ONeil Trader

SandRidge Energy: The Run Has Only Just Begun by David Alton Clark

Actinium Pharmaceuticals: A Cancer Immunotherapy Company With Momentum by Josh Ginsburg

The Great Sirius XM Conspiracy by Crunching Numbers

A Few More Reasons Behind My Decision To Remain Long On Shares Of Chevron by Heather Ingrassia

Forgotten Small Cap Digirad Corporation: Endless Stream Of Insider Buying And A Key Trial Win Indicate Deep Undervaluation by Sujan Lahiri

Jazz Still Undervalued by ONeil Trader

Intel And Solid State Drives by Russ Fischer

Is Under Armour's Decline A Buying Opportunity? by Brandon Magill

Halloween Treats From The New Gold Rush by Manny Backus

BioSyent: A Great Micro Cap by Ian Cassel

Reassessing Caterpillar From The Ground Up by Ray Merola

Medtronic: It Might Be Too Late To Jump On The Momentum Bandwagon by The Value Investor

3 Reasons To Buy ForceField Energy by Wonderful Wizard

Exxon Mobil's Hidden Source Of Value by Dividend Garden

2 Reasons Why I Like GM Going Into 2014 by Bram de Haas

Silicon Laboratories: Looks To Be A Laggard No More by Marshall Hargrave

With Less Than One Week Left In The Due Diligence Period, What's Next For BlackBerry Investors? by Kenny Yang

Neovasc Inc.: Overlooked Medical Company Has Tremendous Upside And Limited Downside by Charles Fox

Gevo: Not A One-Trick Pony by Thomas Almond

Using Warren Buffett's Ten Points Of Light To Explains Why I Would Invest In Starbucks by Christopher Lum Lee

Investors Misread Attunity's Bullish Q3 Results by Mark Gomes

Dendreon Buyout? Don't Get Too Excited by Bill Maurer

DARA Raises Cash, Expands Sales Force by Jason Napodano

Is Enterprise Products Partners Undervalued? by Investing Insight

Am I The Last Tesla Bull? by Quoth the Raven

Evaluating Quiksilver's Turnaround In The Vein Of Billabong's Demise by The Oxen Group

Will Tesla Be Able To Capitalize On This Bright Projection? by Anup Singh

BHP Billiton Looking For A Potash Dance Partner by Price Point

Delicious Fresh Del Monte: Growing More Than Produce by Intrepid Investor

Go GlassesOff: There's An App For That by Jason Napodano

Awilco Drilling Could Get Acquired At A Massive Premium by Harry Long

Unitil: A 4% Dividend, A Clear Path To Growth And Diverse Operations Make This Utility Attractive by ValueArtifex

Endurance Specialty Holdings: Wait For A Pullback by Ashleigh Rogers

Yongye: Unique Risk-Arbitrage Opportunity​ For An Undervalued Firm by David Addison

Alaska Air Group: A Valuable Investment, Either As A Standalone Airline Or A Takeover Target by Helix Investment Research

Cirrus Logic: Asymmetric Risk And Reward Make This Stock A Buy by Always Bullish

TransGlobe Energy: Near-Term Upside Potential Even With Political Uncertainty by ACP Investor

A Long-Term View Of Cellcom Israel by Ron Sommer

Drooling All Over Beam But Sitting On My Hands by Bram de Haas

Cellcom: A Substantial Upside With Nearly All Risks Priced In by Nicholas Kitonyi

Goldcorp Worth Another Look. It's Not Expensive And Has Strong Growth Prospects by Price Point

DuPont: Activists Will Continue To Unlock Shareholder Value by Bret Jensen

Tembec - A Not So Obvious Way To Benefit From Rising Lumber Prices by Terry Schumacher

Tesla's Extremely Irrational Price: Part 2 With Bull Case Scenario by NYC Trader

Why Celadon Is A Compelling Truckload Investment Amid Industry Softness by Stock Gamer

Short Ideas

More Herbalife Nomenclature Nonsense by Matt Stewart

Amazon.com: The Lack Of Profitability Is Structural by Paulo Santos

Diamond Foods Isn't A Diamond Stock by Scott Low

What If Tesla Was A Private Company? by Jeffry Chmielewski

J.C. Penney: Why A REIT-Like Spin-Off Is Not A Real Option by Elephant Analytics

Amarin: Game Over For Current Shareholders Until Further Notice by George Kesarios

Is Apple's 64-Bit A7 Processor A 'Gimmick'? No, But It's Not The Next 'Big Thing' Either by Michael Blair

Applied Micro: Warning Signs Too Loud To Ignore by Ashraf Eassa

NQ Mobile Using Sino-Forest Tactics To Delay The Inevitable? by Goldbaum Research

Boyd Gaming: Bet Against The House by Seeking Profits

Bank Of America's Day Of Reckoning by Don Dion

Listen To Carl Icahn, Or Watch His Feet? by YCharts

Quick Picks & Lists

Cisco Systems: A Strong Buy Recommendation by Leah Frakes

Microsoft's Mobile Efforts Buoyed By Nokia Innovations by Murani Lewis

Mortgage Originations Decline At Major Banks by Valuentum

3 Sin Stocks To Spice Up Your Portfolio by Finance For Yuppies

Abbott Laboratories' MitraClip Approved In U.S. by EP Vantage

How Cisco Can Boost Its Share Price By 41% According To Carl Icahn by Sammy Pollack

What Successful BBM Launch Changes For BlackBerry Shareholders by Chris Lau

An Unknown ETF Investors Should Know About: Part 3 by Brad Kenagy

Trading Earnings Can Be Tricky by Stock Traders Daily

Stock Pick For 2014 And A Look Back At The Stellar Performances Of The 2012 And 2013 Picks by Regarded Solutions

Some Free Amazon Smartphone Speculation by Nathan Brooks

Eli Lilly: Cymbalta Patent Expiry Quantified by Pharma Reports

Q3 Profit Check For U.S.-Listed Chinese Solar Companies by Robert Dydo

Investments In Targeting HER2 For The Treatment Of Cancer by Chemistfrog

Video Shuffle Continues With Sohu, Xunlei by Doug Young

Amazon Bull: Now This Number Propels The Stock by YCharts

5 Sane Growth Stocks: Screened To Minimize Risk by YCharts

Cramer's Picks

Cramer's Lightning Round - I'm Not Going To Step Out Of The Friendly Confines Of Google (10/28/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Polaris Is Eating Arctic Cat's Lunch (10/28/13) by SA Editor Miriam Metzinger

Insider Ownership

Bridgepoint CEO Hedges His Stake - But Under The Radar by Joe Gradzki

Insiders Are Selling Semtech by Markus Aarnio

Insiders Are Selling Rite Aid by Markus Aarnio

Insiders Are Selling Restoration Hardware by Markus Aarnio

IPO Analysis

U.S. IPO Recap: Twitter Launches $1.3 Billion IPO by Renaissance Capital IPO Research

10 U.S. IPOs Planned For The Week Of Oct. 28 by Renaissance Capital IPO Research

My Reaction To Zulily's IPO filing And Flash Sales Explained by Greg Bettinelli

Are These Recent IPOs Still Winners? by Zacks Investment Research

The Twitter IPO: Thoughts On The IPO End Game by Aswath Damodaran

SFX Entertainment's Investment Bankers Quiet Period Ends On 11/2 by Don Dion

Veeva's Solid IPO by Sramana Mitra

Veracyte IPO Is Good On The Eyes by Don Dion


Why are you receiving this? You subscribed to Investing Ideas at Seeking Alpha.
Unsubscribe from this email or manage all your Seeking Alpha email choices here.

To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.

Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001

No hay comentarios:

Publicar un comentario