domingo, 6 de octubre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Whitecap Resources: High Yield, High Growth Play With 30%+ Upside Potential
by Caiman Valores

Editor's notes: WCP.TO is a low-risk deep-value play in the oil space. With good reserves levels and a stellar replacement rate, the company offers investors a solid deal.

Bravo Brio Restaurant Group: Recent Presentation Gives Us The Catalysts Necessary For A Buy
by Shaun Currie, CFA

Editor's notes: BBRG has a real estate advantage, potential to beat analysts' estimates, and a cheap valuation, factors that add up to a buy for restaurant analyst Shaun Currie. He calls for 30% upside.

Follow The 'Pros' Into Pro-Dex?
by Whopper Investments

Editor's notes: Equipment maker PDEX has suffered through mismanagement and the loss of a major customer, but a new board and cost-cutting should beckon a change. Triple-digit upside possible for this net-net.

Third Point Reinsurance: Tax-Efficient Structure And Superior Management
by Ashleigh Rogers

Editor's notes: Despite being public for a short period, TPRE has a long history of outperformance behind it. Insurance executive Ashleigh Rogers calls for 30% upside.

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

Whitecap Resources: High Yield, High Growth Play With 30%+ Upside Potential by Caiman Valores

Bravo Brio Restaurant Group: Recent Presentation Gives Us The Catalysts Necessary For A Buy by Shaun Currie, CFA

Follow The 'Pros' Into Pro-Dex? by Whopper Investments

Third Point Reinsurance: Tax-Efficient Structure And Superior Management by Ashleigh Rogers

Long Ideas

Intel: Its New Ivy Bridge Positions The Company For Margin Increase And Growth by Geppe

This Large-Cap, Undervalued Iron Ore Play Has 20% Upside Potential, Pays 3.5% Dividend by Achilles Research

Is Skin Cancer On The Way To Becoming A Curable Disease? by Peter Geschek

The Financial Upside Of Self-Driving Vehicles by Jim Pyke

MasterCard Bulls: What Are The Opportunities Ahead by Fusion Research

BNK Petroleum's Latest Caney Well Demonstrates Further Operational Success by Malcolm Shaw

Companies Race To Develop The Next Novel Blockbuster Diabetes Drug - Part 2 by Glen S. Woods

Advanced Micro Devices: A Path To Profitability by Bottom Up Investing

Wait For The Next Shoe To Drop Before Buying Intuitive Surgical by Zvi Bar

eBay: Amazing Growth And Great Balance Sheet Make It A Buy by Jeroen Jongbloed

Micron Technology: A Variety Of Catalysts Make This Undervalued Tech Company A Strong Buy by Achilles Research

What Does The Future Hold For Coca-Cola And Other Soda Makers? by Muhammad Bazil

Short Ideas

Amazon.com: The Revenue Growth Rate Is Not The Only Growth Concern by Paulo Santos

J.C. Penney Still Has Further To Fall - $7 Per Share Should Be A Ceiling, Not A Floor by Elephant Analytics

Quick Picks & Lists

Government Defense Contractors Are Suddenly Losing Altitude by Biz Bluetree

Kraft Is Currently Showing A Hold For Investors by Volatility Research

The Brand Name Advantage: Valuable, Sustainable And Elusive by Aswath Damodaran

Celebrating Breast Cancer Awareness With A Great Year Of Clinical Breakthroughs by Amy Baldwin

IPO Analysis

Potbelly - Be Cautious After Shares Tripled From The Guided Price Range by The Value Investor

Twitter Announces IPO: The Valuation by Aswath Damodaran


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