miércoles, 20 de noviembre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Baker Street Capital's Big Bet: The Next Catalyst To Drive USA Truck Shares Higher
by The GeoTeam

Editor's notes: USAK has been a takeover target for months, but with Baker Street now involved, a higher price seems likely. The GeoTeam sees significant upside as USAK's turnaround keeps on trucking.

Buy Cairn Energy For An Upside From Cairn India
by Street Smart Investor

Editor's notes: CNE.L's holding of Cairn India leaves it exposed to attractive growth as the latter company accelerates production. 25% upside as the market continues to catch up after a complicated merger.

Bravo Brio: The Little Italian Restaurant That Could
by Nassarius Capital

Editor's notes: Unit growth and strong positioning should lead Bravo Brio to a potential 50% upside, according to Nassarius Capital.

Points International: Phenomenal Growth, Strong Cash Flow, And Potential Takeover Target
by Bishop Research and Analytics

Editor's notes: The current stock price belies the strong growth and good cash flow at PCOM. 40%+ undervaluation with several catalysts to drive re-valuation going forward.

Stocks Moving From Alpha-Rich Ideas

Thursday, Yuanxi Zhang noted that shares of MTR Gaming were pricing in only the lowest of three competing buyout offers. Tuesday, Eldorado Gaming raised its bid; shares are now +8.2% since Zhang's call. Read article »

On June 20, Volte-Face Investments argued that Coastal Energy was trading at a steep discount to intrinsic value and NAV. Tuesday, Coastal agreed to be acquired by Spain's Cepsa; shares jumped, now +41.3% to date. Read article »

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

Underappreciated Catalysts May Reward Shareholders Of This Company by Alpha Gen Capital

This Company's Shareholders Will See High Returns by Ruerd Heeg

The Newest, Defensive, Safe, And Shareholder Friendly Name On The Exchange by Micro and Small Cap Reporter

Baker Street Capital's Big Bet: The Next Catalyst To Drive USA Truck Shares Higher by The GeoTeam

Long Ideas

3 Major Events To Watch Before Buying This Best Of Breed Retailer by Efficient Alpha

CSX: Technological Advancements Are Creating A Long-Term Buy by Jeff Williams

Benefitfocus: A Successful SaaS IPO by Sramana Mitra

Investors Should Follow Carl Icahn's Lead On Transocean by Payal Gupta

iPhone, Industry Consolidation And Margin Expansion - Micron's Dream Run Is Not Over by Equity Flux

GeneNews: Shifting Focus To ColonSentry Commercialization In The U.S. by Grant Zeng

ReneSola - More Fuel Left In The Tank by Sneha Shah

Ambarella Benefits From Reliable Revenue, Growing Opportunities by Alex Behrens

Canadian Solar Excels To Be Profitable by Joseph Zhu

Celgene Vs. Rivals In Psoriatic Arthritis Drug Race by Peter Geschek

Growth, Acquisition Prospects And Breakout Technology - Stratasys Is Better Than 3D Systems by Equity Flux

AMD: Geeks Gone Wild by Charles Cooper

Obamacare Rollout Can Cure Genpact Stock by Darspal S Mann

Did Sony Botch The Playstation 4 Launch? A Different Opinion by Justin Jaynes

Updating My Recent Bullish Analysis On Trinity Industries by DoctoRx

Earnings Expectations Improve At PPL by Valuentum

UnitedHealth: Poised To Profit From Obamacare Missteps by Seeking Profits

Actinium Pharma In Play After Major Update by Investor, MD

Biogen Idec: Financial Projections And Stock Valuation, Part 2 by Bio Vantage

Invest In Madonna And U2 With Live Nation's New Strategy by Chris Katje

Comparing Apples To Oranges: Johnson & Johnson And Parker Hannifin by Jim Sloan

Salesforce Steps Up Cloud Market Competition With New Mobile Platform, HP Partnership by Trefis

Johnson & Johnson's Quest For Alzheimer's Disease Treatment by Trefis

JetBlue, Southwest Gain From Settlement Terms On Big Airline Merger by Trefis

Bull Of The Day: Sierra Bancorp by Zacks Investment Research

Costco Shares Could Hit $200 In Five Years With International Expansion by Chris Katje

Cisco Is A Safer Investment Than Pessimism Indicates by Tom Genot

Can Level 3 Communications Take Advantage Of The Opportunity Laid Before It? by David Klein

Energy Services Of America's New Capital Structure Reinforces Growth Potential by Derek Chipman

TRI Pointe Is Making Weyerhaeuser An Interesting Bet by Alpha Strategist

Mattersight Is Ready To Be The Next Big Data Darling by Steve Andrew

Positive Divergence Is A Buy Signal For MoSys by Josh Franklin

Microsoft Should Seat Elop Before 2014 by Quoth the Raven

IBM: Headwinds Continue To Weigh On The Valuations by Bottom Up Investing

Liquidation Of Automodular Corp: 30% Return Over 5 Quarters by Bram de Haas

Low Downside, Multi-Bagger Upside: MER Telemanagement Solutions Is The Cloud Tech Play To Own by Sujan Lahiri

Sina's Turnaround Is Real by ONeil Trader

ShawCor - Several Catalysts To Fuel Further Growth by Naomi Warmate-Igwe

SGOCO Group Poised To Join InterCloud In Orbit Following A Probable Earnings Blowout by Small-Cap Momentum Advisors

BioAmber 3Q: Sarnia Still On Track And Supports Valuation by Tech Guru

'Breaking Bad' Not The End Of AMC Networks' Growth Story by Dan Kinn

Union Pacific Corporation: Betting On America's Largest Rail Company For The Long Term by Long Term Hunter

MusclePharm: Poised For Future Growth by The Behavioral Economist

22nd Century Is Worth Twice Today's Shareprice by John H. Ford

Fund Stars: Qualcomm Bears Have It All Wrong by YCharts

Mortgage Servicing Rights Primer: American Capital Mortgage's Money Making Hedge by Positive Concavity

Celgene's Revlimid: Sales To $8B? Patent To 2023? by YCharts

Roundy's: Making A Leveraged Bet (And It's Working) by Jaimi Goodfriend

Amarantus Fundamentals Are Improving by Jason Napodano

ModernGraham Valuation: Verizon Communications by Benjamin Clark

Esprit Holdings Limited: Migrating To The Vertical Business Model - Turning Around To A Multi-Bagger Road by Logic

Electro-Sensors: With No Debt, Activist Involvement And Large Holdings Of Marketable Securities, This Company Deserves Attention by ValueArtifex

Buy GE To Profit From Boeing by Seeking Profits

If Steel Prices Improve, Material Sciences Should Get A Better Multiple by Stephen Simpson, CFA

Muscle Pharm - 50% Revenue Growth And Expanding Profit Margins by Devon Shire

Analysis Of Intercept Pharmaceutical And OCA's Future Potential by Paul Reed

Hexagon Composites: Your Best Option To Play The U.S. Natural Gas Vehicle Boom by NGV Investor

Louisiana-Pacific: A 'Material' Way To Play Housing's Upside by Kapitall

Sirius XM - Huge Long-Term Catalysts by Rizzi Capital

MAG Silver Offers Excellent Value To Silver Bulls by Ben Kramer-Miller

TripAdvisor's Drive To Remove The Friction Associated With Mobile Bookings Will Lift Smartphone Monetization Levels by Trefis

Advanced Micro Devices Versus Nvidia: Is There Anything For Investors In Their Final Battle? by William Meyers

A Net Net Stock With Explosive Potential by Evan Bleker

Why Apple Will Never Breach $700 Again And Remain There by The Ugly Truth

Why Gotham's Allegation Against Tile Shop Are Without Merit by GS Analytics

Ford's Balance Sheet Looks Healthy by Jacob Steinberg

Netflix: Right Move At The Right Time by Blackstone Equity Research

Colgate's Growth Story Is Not Over by Apex Financial Consultants

Timing Tesla's Bounce by Quoth the Raven

Better Buy: Apple Or Microsoft? by Todd Campbell

Applied Minerals Is An Undiscovered Miner With Significant Growth Potential by John Leonard

Short Ideas

Can Organovo Print A Black Tulip? by Will Vanguard

BlackBerry Shareholders Got Flooded by Kofi Bofah

Twitter: A Repeat Of The Facebook Flop? by Bill Maurer

Microsoft Should Not Hire Mulally by Seeking Profits

Tesla May Be Out Of Gas And Electricity by Don Dion

FAB Universal: Management Caught Red-Handed Covering Up Piracy by Alfred Little

MEDL Mobile, A Pump And Dump Scheme? In Our Opinion, Yes. by Omnivestor

Applied Materials' Merger With Or Purchase Of Tokyo Electron - What's Up? by Arnold Frisch

Investor Warning: Vale Will Lose Its Tax Fight With Brazil by Efficient Alpha

A Very Detailed Look At Organovo by Richard Pearson

Tech Bubble 2.0 Is Here by Nicholas Pardini

Android Gains Even More On iOS by Sneha Shah

Quick Picks & Lists

Alcatel-Lucent Stock Gains But Poor Outlook Sends Mixed Messages by Leah Frakes

3 Reasons Why You Should Hold On To Advanced Micro Devices Stock by Leah Frakes

Nokia - A Tale Of Two Cities by AppHead

NQ Mobile - Another Opportunity Following A Bear Raid by EXPstocktrader

Solar Stocks: 4 Companies Expected To Be Profitable In 2013 by David Zanoni

2 Mid-Cap Stocks From The Household And Personal Product Industry by Alpha 7 Trading

Bear Of The Day: General Cable by Zacks Investment Research

Horizon Pharma: Speculative Small Cap Moving On News by Bret Jensen

Valuation In The Endovascular Aneurysm Repair Space by Amod Saul

Supervalu: Goldman's Bearish Stance Seems A Bit Aggressive by The Value Investor

Planar Systems Inc.: A Stock Under $2 Poised To Climb Higher by Micro-Cap Gem Finder

Costco Is A Sell/Short At Resistance by Stock Traders Daily

CareFusion - Investors Are Not Applauding GE's Vital Signs Deal by The Value Investor

Big Surprise While Hunting Bargains: Uncle Warren by YCharts

Chipotle Has Broken Out, But Don't Chase by Stock Traders Daily

Bank Stocks: Your Deeply, Deeply Flawed Friend by YCharts

Nvidia - Morgan Stanley Is Rightfully Cautious by The Value Investor

4 Stocks About To Rock: JetBlue, Jazz Pharmaceuticals, Ocwen Financial Corp. And Arris Group by Dark Horse Traders' Hedge

Aldoxorubicin Continues To Prove Itself As A Viable Cancer Treatment by John Mylant

Booming Medicaid Management Sector's Unusual Value by YCharts

2 Binary-Event Stocks That Offer Growing Stability by JoeNatural

Cisco: A Good Bargain Buy After Share Price by Leah Frakes

SodaStream And Wal-Mart Add SKUs by Seth Golden

5 Stocks Using Mobile Apps To Target Rich Valuations by AppHead

How Twitter Stacks Up Against Facebook And LinkedIn by Trefis

Cramer's Picks

Cramer's Lightning Round - A 20% Yield Is A Problem (11/19/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Tesla Trades On Raw Emotion (11/19/13) by SA Editor Miriam Metzinger

Fund Holdings

Exxon: Chanos Vs. Buffett by Seeking Profits

Whale Watching: Interesting Stocks From Sprott Management's Third Quarter Holdings by Hebba Investments

Insider Ownership

CBS: 7 Different Insiders Have Sold Shares Since November 1 by Markus Aarnio

Insiders Are Buying Digital Realty Trust by Markus Aarnio

Insiders Are Selling Trulia by Markus Aarnio

Argent Energy: Dumping Continues While Insiders Buy At Bargain Prices by MLP Trader

Insiders Are Buying DirectCash Payments by Markus Aarnio

IPO Analysis

IPO Preview: Trevena by IPOdesktop

10 U.S. IPOs Planned For The Week Of Nov. 18 by Renaissance Capital IPO Research

Zulily: Growth For This Public Offering Comes At A Price by The Value Investor

Apparel IPO Should Provide Investors Who Get Goldman Allocations With A Pop by Don Dion

Tetralogic Pharmaceuticals IPO Is Not Logical For Investors by Don Dion


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