Alpha-Rich Ideas
RealD Still Has Farther To Fall - Get Out Now (And Short The Shares)
by Follow The Data
Editor's notes: Follow The Data takes the other side of the RLD trade, arguing that growth will remain prohibitively expensive and that the company's model has too many vulnerabilities. 30-50% downside.
Short CenturyLink: Look Past Stock Buybacks And Dividends For A 45% Return
by Stephen Lin
Editor's notes: CTL's legacy issues will be difficult to overcome, leading to an attractive short. Tech analyst Stephen Lin expects lower guidance to catalyze the move over the next six months.
Ubiquiti Offers Investors 25% Upside By Q1 Of 2014
by Inflection Point Investing LLC
Editor's notes: UBNT, up big this year, still has more upside. Inflection Point Investing, who made a similar and successful call on ZHNE, cites margin expansion and new markets as pending catalysts.
Maple Leaf Foods Looks Like A Compelling Buy Amidst Its Restructuring
by Mike Arnold
Editor's notes: Capable management and a steady business should steer MFI.TO through a successful turnaround. A meaty 40-50% upside looms over the next two years.
Forget BlackBerry: Watsa's Resolute Forest Products Investment Gets More Bang For Your Buck
by McDuck Capital
Editor's notes: The market is missing the forest for the trees on RFP's shares. A low valuation, growing earnings, and a stabilizing balance sheet could mean a double over coming years.
Stocks Moving From Alpha-Rich Ideas
Tuesday, Street Smart investor tabbed DNO International as a strong buy due to its track record and pending catalysts. The company's Norwegian-listed shares are +7.5% since. Read first article »
On July 1, Ashraf Eassa said that Silicon Motion offered a significant opportunity as market share gains and a long-term growth story emerged. The stock is +24.2% to date. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
This Company Taking Advantage Of Clean Trends by DAG1996
Finally Time To Buy This Company Again - Favorably Skewed Risk-Reward In The Next 24 Months by Buddy Lyons, CFA
The Margin Expansion Story At This Company Makes Shares Attractive by Mike Arnold
Going Against Mr. Market On This Company: Place Your Bets by Ted Barac
Long Ideas
As BlackBerry Shares Swoon, A Different Kind Of Buyer Emerges by Mark McQueen
Bull of the Day: WageWorks by Zacks Investment Research
Diverse Global Portfolio The Game Changer For Peabody Energy In Tough Coal Industry by Equity Watch
Broadcom: A Value Investor's Dream by Julius Ferraro
Coca-Cola: A Wise Or A Foolish Investment? by Leah Frakes
Cisco - Prepared To Weather The Coming Tech Storm by Alex Jordon
Chipotle's Next Concept In Fast Casual Dining Could A Big Winner by Glen S. Woods
Ford's Raptor Is A Symbol Of The Company's Growing Dominance by Renu Singh
Is Lululemon A Long-Term Buy? by Investing Insight
Is Costco Trading At A Discount To Its Intrinsic Value? by Investing Insight
Is Ford Still A Long-Term Buy? by Investing Insight
Orexigen Seeks Approval In Europe For Anti-Obesity Pill by Spencer Osborne
Tesla: Has The Bull Case Finally Cracked? by Bill Maurer
Investors Should Keep An Eye On Valassis' Turnaround by Justin Kuepper
Recent Developments With Northwest Bio Hint At Big Move In 3-4 Months by Alberto Savrieno
Stay Long Fonar, Prices Are Heading Higher by George Kesarios
Merck Streamlines Operations, Sacks 8,500 More Employees by Pharma Reports
JPMorgan Still A Good Buy, Scandals Notwithstanding by Boniface Murigu
AudioCodes: Earnings Preview by David Ritchie
Basic Energy Services Looks Too Cheap by Stephen Simpson, CFA
Exxon Mobil: Initiating Production Can Offset Iraq Dispute by Aurora Analytics
8 Reasons Why I Expect Molycorp Shares To Double In 1Q 2014 by R.S. Analytics
This Latest Acquisition Move By Applied Materials: A Good Thing For The Industry And Investors by Naomi Warmate-Igwe
Despite Prudent Acquisitions, Yahoo A Sell by Leah Frakes
Fannie Mae Common Stock: A Once In A Lifetime Asymmetric Bet On Washington's Dysfunction by Achilles Research
Should Apple Go With Icahn's $150bn Buyback? by James Yardley
An Evaluation Beyond The Pawn Operations Of Cash America Is Promising by Darspal S Mann
Agree Realty: Dilution An Issue But Fundamentals Are Strong by Josh Arnold
Accenture's Acquisitive Growth Continues by Sramana Mitra
Sayonara Bill Gates? by Bret Jensen
Microsoft's 2 Big Problems by John M. Mason
Ranbaxy Receives Paragraph IV Certification On Absorica, Panic Ensues by Jason Napodano
Columbia Banking Systems: Under-The-Radar Bank About To Uncover An Earnings Story by Stephen Rosenman
Things Just Got A Little Brighter For Vivus by PropThink
Greif, Inc: A Small Packaging Company With Catalysts, Dividends And A Little Something Extra by ValueArtifex
Navios Maritime Acquisition Corporation - A Few Constraints by Simple Digressions
Icahn Looks To 'Score' On Dinner Date With Apple's Cook by Quoth the Raven
Short Ideas
Getting Caught Up In Tesla's Hype by D. Mero
Not Much Hope Left For Homex by Stephen Simpson, CFA
The Existential Threat To Cisco by Cyrus Mewawalla
Quick Picks & Lists
Pandora Growth Stalls by Andrei Volgin
Following The Rare Earth Industry? Here Are 4 Ideas by Jake Mitchell
Is The Sky The Limit For Flash And In-Memory Databases? by Tony Baer
Bespoke's Most Attractive Russell 3000 Stocks Under $10 by Bespoke Investment Group
The Debt Ceiling Has Been An Opportunity In The Past by Philip Riekenberg
The Biotech Merger And Acquisition Buzz List by StockMatusow
Is It Time To Sell These 4 Financial Stocks ? by Bachar Samawi
Does Google Have A Real Potential Workaround Against Vringo With It's New Algorithm Changes? by Patent News
Cramer's Picks
Cramer's Lightning Round - Annaly Is Too Difficult To Understand (10/3/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - Will The Selling Continue? (10/3/13) by SA Editor Miriam Metzinger
Fund Holdings
Who Knew Paper Could Be So Sexy? by Marshall Hargrave
IPO Analysis
Burlington Holdings - Pass On This Leveraged Private Equity Firm Led Public Offering by The Value Investor
Investors Should Be Hungry For Potbelly IPO by Chris Katje
SFX Entertainment And Electronic Dance Music: A Fad Or A Position Worth Investing In? by Lorenzo De Plano
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