Alpha-Rich Ideas
Senomyx Is Getting A Second Wind On Commercialization Potential
by Stephen Simpson, CFA
Editor's notes: Ingredient company Senomyx could add a flavor-kick to your portfolio. According to Stephen Simpson, new product developments should present a sweet upside of at least 25%.
Talisman Energy: Troubled Oil And Gas Play Offering Over 50% Upside With Plenty Of Catalysts
by Caiman Valores
Editor's notes: Talisman Energy is supported by Icahn and has a turnaround strategy that is starting to gain traction. 50% upside.
Hollywood Media's Quiet Settlement Could Lead To Big Gains
by Whopper Investments
Editor's notes: A possible settlement to HOLL's lawsuit sets up an asymmetric bet says Whopper Investments. With assets protecting the downside, the company's shares could jump with a favorable result.
Mueller Water Products: Water Infrastructure Technology
by DAG1996
Editor's notes: MWA's looming growth and compounding positives suggest there's more room to run. DAG1996 (whose CECE and ACET calls have played out well) sees 30%+ upside.
Patient Safety Technologies - Better Patient Safety, Even Better Returns
by Micro and Small Cap Reporter
Editor's notes: PSTX's leading sponge technology has the company poised to soak up market share. Triple-digit return is possible over coming years as the story gets out.
CareFusion: Increasing ROIC Provides Significant Upside Even With Modest Top-Line Growth
by Buddy Lyons, CFA
Editor's notes: High returns in a low-growth environment make CFN an attractive pick. Buysider Buddy Lyons sees 75% upside over the next 18-24 months as the company continues to deploy capital intelligently.
Morningstar Heavily Overvalued: Intrinsic Value Is 35% Lower
by Alpha Gen Capital
Editor's notes: Competitive pressures are catching up to MORN and could catch up to the stock soon too. With the stock priced for historically high growth, there may be a short opportunity.
LeapFrog: An Undervalued Gem That Can Leap 20%
by Ong Kang Wei
Editor's notes: Conservative guidance and a track record of beating estimates has LeapFrog poised to jump over a bar of low expectations. 20% short-term upside with an intact long-term growth story.
Stocks Moving From Alpha-Rich Ideas
Tuesday, Mike Arnold wrote that Cyan was selling at bargain-basement prices and was poised to double. The stock is +28.7% in the two days since. Read article »
On July 16, tech expert Ashraf Eassa called Logitech "a classic turnaround play" with several catalysts for growth. Shares are +56.1% to date. Read article »
Breaking Alpha-Rich Ideas (for Pro Subscribers) Learn more »
Patient, Provider, Insurer, And Government Interests Aligned For 100% Upside On This Company by GuruFundPicks
A Solid Derivative Play On This Major Merger Deal by Helix Investment Research
This Company's Shareholders Are Likely To Receive Superior Merger Proposal by Yuanxi Zhang
SOTP Points To 20-30% Upside For This Holding Company by Daniel Phillips
Long Ideas
Potash: Rain Over, Sunnier Times Ahead? by Arsene Lupin
General Electric - More Bang For Your Buck by Price Point
Crocs Buyout Upside Enormous, But Is It Logical? by Bill Maurer
Apple - Buy Back Shares Aggressively, Now by NYC Trader
General Electric Capital's Standalone Value And Sum Of The Parts Wrap Up by Josh Arnold
An Emerging Powerhouse Stock by Bill Gunderson
Intel Brings Out The Big Guns by Ashraf Eassa
Nu Skin Is Still A Great Value/Growth Investment by John Mylant
SolarCity - Trouble Or Opportunity? by Harris Roen
Intel: Something Very Big Is Going On by Russ Fischer
Align Technology, Inc: Knocked Down But No Reason To Sell by Arizona Trader
Pacific Healthcare Is A Growing Company You've Never Heard Of by Quoth the Raven
Oracle's Growth Drivers: Cloud Adaptation And Database Management Systems by Trefis
Gogo Connecting The Airways by The Focused Stock Trader
Is Waste Management Still Worth Your Money? by Alpha Strategist
Antares Marketing Agreement With Leo On Otrexup Is A Nice Positive by Smith On Stocks
SunPower: A Super Solar Stock With Amazing Upside Potential by Equity Flux
Trulia: Critical Ad Inventory Expansion Catalyst And Events To Monitor by Follow The Data
Can 3M Sustain Its Growth Momentum? by Muhammad Bazil
Tejon Ranch Is A Big Time Play On Cali Real Estate by Marshall Hargrave
Peregrine Semiconductor: Misunderstood And Mispriced Apple Supplier by Marshall Hargrave
Why Uni-Pixel Might Be Worth The Risk by George Kesarios
Qualcomm Has A Problem - ParkerVision Has The Leverage by Robert Kassel
Bull Of The Day: Ubiquiti Networks by Zacks Investment Research
A Number Of Reasons Why This Income Investor Is Staying Long On Shares Of PepsiCo by Heather Ingrassia
A Very Good Year For Omega Research, But Will It Continue? by George Kesarios
MGT Continues Building Its Gaming Position by Zacks Small-Cap
Cisco Was A Friend Of Mine by George Acs
A Breakdown Of The 3rd Great Console War by Zach Cunningham
Natural Resource Partners: Left For Dead, A Stirring Lazarus by Joseph L. Shaefer
Apple: Another Problem With The Bears' Logic by Always Bullish
Stock Building Supply: The Market Is Yours To Take by David Guarino
Hawkins: Finally, This Ignored Small-Cap Outperformer Is Attractively Priced by Martin Vlcek
Icahn Versus Frost by Wall Street Advisors
Caterpillar And Joy Global: Investments That Need Patience To Pay Off by Anup Singh
Boldly Go Where No Stock Has Before With This Spacecraft Builder by John Holt
AtheroNova: Undervalued, Underappreciated, And Underestimated by The Behavioral Economist
ParkerVision Shares Vision And Insight Into Its Future In Conference Call by Harris Schley
It's Time To Buy Tonix Pharmaceuticals by Jason Napodano
UrtheCast : Upside All The Way To The International Space Station by Infinity Group
TriQuint Is A Smartphone Play You Would Regret Missing by Vinay Kumar Singh
Deere: A Bountiful Harvest Awaits by Jim Mullin
Synacor: Manipulation Subsides, Go Long? by Marshall Hargrave
Herbalife: Run Up To The Robin Hood Conference by GS Analytics
Tesla Is A Hedge Fund's Dream Stock by Tom Genot
Boeing Battles Union Over 777X - Who's Bluffing? by David Nelson
Document Security Systems, Inc. - A Dollar Stock With Significant Upside Potential by Micro-Cap Gem Finder
Algeta - Clear Upside Without The Binary Risk by Daniel Kim
When And What Would It Take For Pandora To Be Profitable + Earnings Expectations by Siddharth Dalal
Jive Trading Near 52-Week Lows by Sramana Mitra
Alcatel-Lucent: Strong Buy On Turnaround Concept, Rights Issue And Potential Dog Sale by Achilles Research
The Bank Of Ireland - Emerging From The Ashes Of The Crisis by Blue Jay Research
Zeltiq Aesthetics And Solta Medical Are Likely In Play by StockMatusow
Short Ideas
JPMorgan Hiring Of 'Lily Chang' May Have Foreign Corrupt Practices Act Implications by Don Dion
Alon A Decent Short Sell Opportunity by Investing Insight
Cisco Faces Political And Technology Risks by Cyrus Mewawalla
Alcatel-Lucent: The Risk Of Capital Destruction Is Too Large by Bottom Up Investing
Newmont Mining: No More Gold In Gold by Alpha Strategist
Whiting USA Trust I About To Drop By 50% by Dennis Hilkens
Starbucks Needs To Pay Up Big For Litigation And Expansion Plans by Don Dion
Boeing Needs To Now Decide Where To Build 777X Dreamliner by Don Dion
FAB Universal: The Face of Piracy In China by Alfred Little
Empire Resorts: High Stakes Gambling In The NY Casino Market by Marshall Hargrave
Trulia: Not The Market Leader by Stone Fox Capital
PhotoMedex: no!no! Won't Cut It by The Street Sweeper
The Tile Shop: Like Crazy Eddie's, But With An Undisclosed Related Party And A Chinese Twist by Gotham City Research
China Information Technology: Numerous Red Flags Surround This Company by Christopher Drose
Quick Picks & Lists
Amazon.com Losing Relative Market Share To Wal-Mart And Google by Paulo Santos
Don't Follow Buffett Into Exxon by Seeking Profits
Sirius XM Sets Share Price by Crunching Numbers
S&P 1500 Most Heavily Shorted Stocks by Bespoke Investment Group
Low-Priced Stocks Worth Buying: Round 7 by Stan Stafford
These 3 Hotel Stock Picks Have Room For More Gains by George Putnam
If You Like 10-Baggers... by Bespoke Investment Group
ModernGraham Valuation Of Nike by Benjamin Clark
Starbucks Vs Kraft: Mondelez Is The Winner. by Vivek Gupta
Endologix: Is Covidien Itching To Buy? by Amod Saul
Sprint: Turning Into A Solid Buy? by Fusion Research
Potbelly - Too Rich Valuation For This Fast Casual Chain by The Value Investor
General Mills: International Expansion Makes This A Great Stock by Jeroen Jongbloed
Macy's - Encouraging Holiday Quarter Trends Send Shares To Fresh All Time Highs by The Value Investor
Lululemon - I Don't Share JPMorgan's Optimism by The Value Investor
The Zynga Turnaround Has Begun - Why It Is Time To Buy by Stock Investor
Screening For Excess Current Assets Could Be Very Profitable by Tom Armistead
Chesapeake Is On The Right Track by IAEResearch
Against The Grain: Buying Cisco On The Dip by Bret Jensen
New Stocks Make Most Attractive/Dangerous Lists For November by David Trainer
4 Reasons I Am Skeptical Of Elon Musk's Calculation by Jacob Steinberg
One Tweet And A Carl Icahn Protégé Away From An 84.6% Profit by Lou Basenese
Cramer's Picks
Cramer's Lightning Round - We Should Buy More Morgan Stanley (11/14/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - The Trouble With Bubbles (11/14/13) by SA Editor Miriam Metzinger
Fund Holdings
Tracking Bruce Berkowitz's Fairholme Portfolio - Q3 2013 Update by John Vincent
Tracking David Einhorn's Portfolio - Q3 2013 Update by John Vincent
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q3 2013 Update by John Vincent
Tracking Glenn Greenberg's Brave Warrior Advisors Portfolio - Q3 2013 Update by John Vincent
Tracking Lou Simpson's SQ Advisors Portfolio - Q3 2013 Update by John Vincent
Insider Ownership
Insiders Are Buying RMP Energy by Markus Aarnio
What Is My Top Pick For The Next 20+ Years? Icahn Enterprises by Brian Gorban
Intensive Insider Buying In Annaly Capital Management: Good Entry Point? by Markus Aarnio
Erba Diagnostics: Future Consolidation Of Business Divisions Point To Significant Upside by Charles Fox
Insiders Are Buying Long Run Exploration by Markus Aarnio
Insiders Are Buying Healthways by Markus Aarnio
IPO Analysis
IPO Preview: Zulily by IPOdesktop
IPO Preview: Xencor by IPOdesktop
Extended Stay - No Value In This Hotel IPO At This Point In The Cycle by The Value Investor
Uncertainty About Chegg's Business Model Results In Fierce Post-IPO Selling by The Value Investor
CardioDX IPO Might Test Well For Aggressive Investors by Don Dion
Criteo Quiet Period Expiration Provides Buying Opportunity by Don Dion
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