sábado, 16 de noviembre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Patient, Provider, Insurer, And Government Interests Aligned For 100% Upside On Rockwell Medical
by GuruFundPicks

Editor's notes: Though RMTI shares are up big YTD, they still underrate the likelihood of FDA approval for the company's key drug. Strong data and other revenues support an interesting play.

Spirit Airlines: A Solid Derivative Play On The US Airways-American Airlines Deal
by Helix Investment Research

Editor's notes: The shrinking number of players in the airline industry will lead to rising spirits for SAVE. Helix Investment Research, who called JBLU, sees up to 67% upside.

MTR Gaming: Shareholders Are Likely To Receive Superior Merger Proposal
by Yuanxi Zhang

Editor's notes: MNTG's board is weighing three competing offers, but shares are pricing in only the lowest one. Special situations investor Yuanxi Zhang sees shares bumping as the board makes its decision.

Leucadia National: SOTP Points To 20-30% Upside
by Daniel Phillips

Editor's notes: LUK's acquisition of Jefferies resolved management concerns and leaves the company poised for an upturn. Increased awareness and improved performance from some of its under-earning holdings should drive upside.

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

Improving Ops And Valuable IP Is Formula For This Multi-Bagger by Valuable Insights

Patient, Provider, Insurer, And Government Interests Aligned For 100% Upside On Rockwell Medical by GuruFundPicks

Spirit Airlines: A Solid Derivative Play On The US Airways-American Airlines Deal by Helix Investment Research

MTR Gaming: Shareholders Are Likely To Receive Superior Merger Proposal by Yuanxi Zhang

Long Ideas

Enterprise Bancorp Is An Undervalued Bank With No Analyst Coverage by John Leonard

Texas Instruments' Gross Profitability Has Improved And Will Remain Elevated by Trefis

Transformation In 2013 Sets Stage For Applied's Growth Momentum In 2014 by Trefis

Why Nokia Isn't Expensive At $8 by Mathias Holmstrøm

Concur Is Fairly Valued: Accumulate On Dip by Bottom Up Investing

Bull Of The Day: Sina by Zacks Investment Research

Tesla Cars Are Not An Environmental Abomination by Mark Hibben

The Explanation Behind Apple's Gross Margin Decline, And Why The Future Looks Brighter by Mathias Holmstrøm

WGL Holdings: After A Pullback, This Utility With A Healthy Dividend And Diverse Operating Segments Merits Attention by ValueArtifex

Dillard's Earnings Beat Analysts Highest Estimates by Little Apple

Continental Resources Has Upside Of At Least 27% by Detroit Bear

Align Technology: Buy This Orthodontics Pioneer In The Corrective Phase by Andy Batts

Jazz Pharmaceuticals Is Set To Grow by IAEResearch

Is Icahn Really The Rainmaker Transocean Needs? by Henry Stokman

Salem Communications: With A Growing Dividend At A Modest Premium To Book, This Niche Radio Company Deserves Attention by ValueArtifex

Aetna Figures Out Ways To Benefit From Obamacare by Don Dion

Molycorp Multi-Bagger Potential In 18 Months by Jason Bond

Comcast: High Growth Likely To Continue For Investors by David Zanoni

Smartphone Investment Strategies For 2014 And Beyond: Place Your Bets! by Michael Blair

One Small Step For BBM, One Giant Leap For BlackBerry by George Kesarios

LogMeIn Presents A Excellent Risk/Reward Opportunity by Marshall Hargrave

Sohu Is A Bargain With The Recent Pullback by Wenqin Ye

Why You Should Buy eBay by Blackstone Equity Research

Optimistic Growth Prospects For Home Depot by Blackstone Equity Research

Amarin: How Cost Cutting Affects Cash Burn And Profitability by Elephant Analytics

Digi International: Shift To High-Growth Products Creates Upside by Martin Vlcek

Zalicus: Where From Here? by Stock Whisper

WCI Communities: Capitalize On The Growth In Florida by David Guarino

Phase II Results Approaching For Prana's PBT2 In Alzheimer's Dementia And Huntington's Disease by Henry Su

E-Trade Turnaround On Track, Maintaining $23 Price Target by Gary Cheng

Why I Just Bought This Dirt Cheap Tech Stock by Ashraf Eassa

A Buy-And-Hold Strategy On Chesapeake Is Still Valuable by Apex Financial Consultants

Organovo: Love The Technology, Like The Company, But Wait To Buy The Stock by GuruFundPicks

Alico Management Payment Smells Like Bad Fruit by Don Dion

Knightsbridge Tankers Limited: Successful Public Offering Makes Things Better by Simple Digressions

This Antibiotic Play May Be The Trius Of 2014 by PropThink

An Update On Spark Networks: Still Mispriced by Mike Arnold

Apple: A Premium Brand Generating Premium Earnings For Investors by Murani Lewis

Why GeoVax Is Different In The HIV/AIDS Vaccine Space by Grant Zeng

Cadence: Best Case Outcome On Ofirmev Patent Litigation by Smith On Stocks

Google Still Has Plenty Of Room For Upside by Equities Lab

CEMIG: Q3 Earnings Results Scream Buy Unless The Government Screams Sell by Steven Grant

Chegg: Read Now, Buy Later by Tom Shaughnessy

Berkshire Bank Pays A Good Dividend And May Be A Takeover Candidate by Don Dion

Short Ideas

Netflix Signs Deal With Walt Disney Co.: More Fuel For Momentum Growth by Alex Jordon

Wal-Mart - Reflecting On Their Results And 2014. by Don Dion

Suntech Shines Spotlight On State Ties by Doug Young

Odyssey Marine: Do Investors Know What Lies Beneath the Surface? Part 2 by Meson Capital Partners

Through The Herbalife Looking Glass by Quoth the Raven

LinkedIn's 29%+ Downside Risk by Giverny Research

Quick Picks & Lists

Better Buy: Cisco, EMC Or IBM? by Todd Campbell

Don't Chase GameStop At These Levels by Stock Traders Daily

2 Mid-Cap Stocks Set For Big Profits by Alpha 7 Trading

Can Investors Still Profit From BlackBerry? by Leah Frakes

2 Attractive Refiners In The Spotlight by Bret Jensen

ModernGraham Valuation Of Procter & Gamble by Benjamin Clark

Cameco Is Poised For Profit Growth As Uranium Demand Rebounds by Michael Blair

Applied Materials - Long-Term Investment Case Is Dominated By Tokyo Electron Deal by The Value Investor

Agilent Technologies - Focus Remains On The Spin-Off by The Value Investor

Tesla: When The Concept Becomes Mainstream by George Kesarios

Youku Wows With Outlook, Dangdang With Marketplace by Doug Young

Amazon: Moving Up The Value Chain by Vivek Gupta

Citigroup Making Noise With Buy Backs by Tom Dorsey

Late Cycle Earnings Releases: Best Buy, Campbell Soup, Home Depot And TJX Companies by Stock Traders Daily

Late Season Earnings Plays: Tyson Foods, Brocade, Jacobs Engineering And Salesforce.com by Stock Traders Daily

2 Attractive But Very Speculative Biotech Plays by Bret Jensen

Fund Holdings

Tracking George Soros's Portfolio - Q3 2013 Update by John Vincent

Tracking Bill Ackman's Pershing Square Portfolio - Q3 2013 Update by John Vincent

Insider Ownership

Intensive Insider Buying In Tremor Video by Markus Aarnio

Insiders Are Buying Repros Therapeutics by Markus Aarnio

IPO Analysis

Surgery Care Quiet Period Expiration Provides Buying Opportunity by Don Dion


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