jueves, 21 de noviembre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Och-Ziff: Underappreciated Catalysts May Reward Shareholders
by Alpha Gen Capital

Editor's notes: Past corporate structure choices have left OZM undervalued despite its track record as a top-tier asset manager. Firm has multiple upcoming catalysts and offers 35% upside.

Charm Communications Shareholders Will See High Returns
by Ruerd Heeg

Editor's notes: CHRM is a net-net with a buyout offer on the table. With the looming twist of next year's dividend, there are multiple routes to double-digit returns.

Liberator Medical Supply: The Newest, Defensive, Safe, And Shareholder Friendly Name On The NYSE MKT
by Micro and Small Cap Reporter

Editor's notes: Upcoming listing of stock on NYSE Market and solid underlying fundamentals make LBMH an excellent opportunity for investors. 2.5x upside.

Stocks Moving From Alpha-Rich Ideas

On November 11, Helix Investment Research wrote that Pericom Semiconductor was at a turning point, and poised return to growth. The stock is +10.7% since. Read article »

On September 18, Money Trees argued that Costar Technologies was trading at an unwarranted discount to its book value and its peers. The stock is now +82.9% to date. Read article »

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

A Potential Multi-Bagger by Wavelength Asset Management

Expect Serious Performance From This Company by Valuable Insights

4.2% Gross Return In Three Weeks With Very Low Downside Risk by Yuanxi Zhang

This SaaS Company Has A Huge Moat And Is In The Early Innings Of Tremendous Growth by Micro and Small Cap Reporter

Long Ideas

Bank Of America: Large Gains Likely From Increasing Margins by Josh Arnold

5 Thoughts On Buffett's ExxonMobil Buy by Ploutos

Noble Romans: Profit From The 'Take & Bake' Pizza Trend by Microcap Millionaires

What Did We Really Learn From Phase I Trial For Epizyme's New Drug? by Matija Snuderl

The Microsoft Future... Once Again by John M. Mason

Warren Buffett Bought Exxon Mobil: Should You, Too? by Achilles Research

Deere & Company: Strong Buy After Q4 Results, 42% Upside by Achilles Research

Does Qualcomm's Snapdragon 805 Kill Or Compete With Intel's XMM 7260? by Tom Shaughnessy

Bull Of The Day: StanCorp Financial by Zacks Investment Research

Brazil Fast Food Company Take Private Offer Voted Down By Shareholders by Jason Rivera

Chemical & Mining Co. Of Chile To Rise On Lithium Growth And Undervaluation by Velocity Investing

Metalico: Undervalued Dead Or Alive by Fishhawk Investing

Zogenix - The 3 Main Hurdles For Zohydro by Aaron Gard

Kirkland Lake: A Shareholder Friendly Gold Miner With High Grades, Big Upside by Steve Nicastro

BP: Discounted With Improving Prospects by Joseph Harry

The Metric That Favors Apple Over Google by Mycroft

Cree: Managing A Loser by Seeking Profits

Clarke Inc. - 34% Stock Gain Gets Us To Pro Forma Book Value by Safety In Value

Institutions See Value In AudioCodes In A Consolidating Sector by Josh Franklin

The Race For A Cure For Cancer by Chris Lacoursiere

Big Lots: Significant Upside Ahead With New CEO Plans To Redefine Stores by The Oxen Group

Warren Buffett's Wrong Way Exxon Mobil Bet by Bret Jensen

Is Lockheed Martin Still An Attractive Investment? by Alpha Strategist

God Help Me, I Woke Up With A Long Position In BlackBerry by Quoth the Raven

Nevsun Will Declare Commercial Production Within Six Weeks by The Investment Doctor

Insteel Survived The Bad Times And Can Look Forward To Better Days by Stephen Simpson, CFA

LabStyle Prepares To Launch All-In-One DARIO Diabetes Management Platform by Jason Napodano

Don't Be Scared Off By Risks In The Cancer Biotech Space by Cheryl Swanson

Long Case For Fairfax Financial Holdings by Dieter Plas

Is Sensient A Good Investment Opportunity On Risk / Return Matrix? by Investing Insight

General Electric Going From Strength To Strength by Price Point

Chesapeake Energy's Recipe For Profitability Is Working by John Mylant

Ignore The Noise And Focus On Arc Group's Value by super-trades

"I Don't Know How To Answer Your Question": Microsoft's Steve Ballmer by John M. Mason

J.C. Penney: Up From Here by Jason Bond

Sirius XM - Telematics Worth Billions by Rizzi Capital

Is There Value In Ross Stores Inc.? by Adrian Sheppard

Citigroup: The Brighter Side Of The Bank by Balanced Investing

On Apple And Vertical Integration by Matthew Lewis

Insider Interest, Positive Trial Data And Upcoming Catalysts, Everything Is Going For In by Stock Whisper

Horizon: Hold Or Take Profit Now? by Stock Whisper

Google - A Huge Dividend Coming by Rizzi Capital

Intel Shares To Skyrocket by Rizzi Capital

Alliqua Inc. Amplifies Value Proposition With Celgene's Licensing Deal by Mars Report

Short Ideas

Voxeljet - Printing Red Flags In All Dimensions by The Forensic Factor

Take Profits In Jack In The Box by Seeking Profits

Pandora's Active Users Under Pressure From Competition by Keith Libert

Best Buy Isn't A Best Buy by Seeking Profits

Saleforce.com: 3 Simple Questions For Wall Street Analysts by Weighing Machine

Bill Ackman Will Swiftly Drop The Firm Hammer Of Justice Against Herbalife On Friday by Quoth the Raven

Bear Of The Day: BJ's Restaurants by Zacks Investment Research

Understanding Why J.C. Penney Is Facing Bankruptcy by Valuentum

Could Salesforce.com Be Fudging Their Sales Numbers? by Illuminati Investments

Will AMD Thrive Or Just Survive? by Nathan Brooks

Phillips 66 Currently Overvalued Compared To Its Peers by Apex Financial Consultants

Houston Wire & Cable: The Cash-Free Life Of A Cable Distributor by Intangible Valuation

QuinStreet: Unsustainable Business Model Leads To More Downside Pressure by Marshall Hargrave

Healthways: Questions Concerning Forward Guidance And Business Model by Marshall Hargrave

What Does JPM Settlement Mean For Our Bank Of America by Don Dion

How ARC Group Worldwide Is Significantly Overvalued Due To Hype; $8.25 Price Target by 3D Analytics

Quick Picks & Lists

These 2 Auto Parts Makers Are On A Winning Streak by Alpha 7 Trading

Cisco: Results Disappoint But Analysts Hanging In There by Leah Frakes

Can Qualcomm Stock Offer Profitability For Its Investors? by Leah Frakes

Amazon's Continued Growth Strategy May Put Pressure On Its Future Finances by Jay Wei

5 Reasons To Buy Philip Morris Here by Tradevestor

How Valuable Are Netflix's Subscribers Compared To Comcast? by Trefis

Web Firms Flock To Routers, China Mobile Goes Global by Doug Young

ModernGraham Valuation Of Wal-Mart Stores, Inc. by Benjamin Clark

Which Of These 5 Energy Stocks Will Power Your Portfolio? by Stan Stafford

Looking Forward: Should Crocs Be Part Of Your Portfolio In 2014? by TradeVIX

Home Depot - What's Left To Improve At The Home-Improvement Retailer? by The Value Investor

2 Pharmas That Should Move After 55th ASH Meeting by Brian L. Wilson

US Airways: Seeing Beyond The Merger Hype by Gabe Ortt

Google Could Be Facing The Peril Of High Expectations, Despite The Stock's Growth by Jason Ihaji

2013 Tech Laggards To Buy Before 2014 Starts by Bret Jensen

Deere Is Ready To Bounce Back by Adnan Riaz

Cramer's Picks

Cramer's Lightning Round - Halcon Is Not Bringing Home The Bacon (11/20/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Save On Spirit (11/20/13) by SA Editor Miriam Metzinger

Fund Holdings

Berkshire, Exxon Mobil And A Valuation Tail by Bud Labitan

IPO Analysis

500.com Ups IPO Price, Suning In Silicon Valley by Doug Young

Oxford Immunotec Global IPO Is A Go by Don Dion

IPO Preview: Navigator Holdings by IPOdesktop

IPO Preview: Ruthigen by IPOdesktop

IPO Preview: TetraLogic Pharmaceuticals by IPOdesktop

IPO Preview: Vital Therapies by IPOdesktop

GFI Software IPO Is A Go From Luxembourg by Don Dion

Vital Therapies IPO May Be Helpful Someday For Alcoholics by Don Dion

500.com IPO Is A Winning Gamble by Don Dion

U.S. IPO Recap: IPO Count Rises Above 200 by Renaissance Capital IPO Research


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