viernes, 22 de noviembre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Dex Media, Inc. - A Potential Multi-Bagger
by Wavelength Asset Management

Editor's notes: DXM's transformation and rapid deleveraging leaves shares deeply undervalued. TMT-focused fund Wavelength Asset Management sees triple-digit upside as its multi-platform strategy pays dividends.

Performance Technologies: Expect Serious Performance From This Potential Multi-Bagger
by Valuable Insights

Editor's notes: Compelling valuation, high levels of cash holdings, and attractive operating metrics make PTIX a picturesque investment. 4x upside within 12 months.

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

Editor's notes: Fresh off calling the MNTG bump, special situations expert Yuanxi Zhang pulls up another trade for big annualized returns in NETC's tender offer.

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

Editor's notes: TXTR is ahead of the curve in a fast-growing market, making for an attractive growth investment. Given industry and market trends, shares could double.

Stocks Moving From Alpha-Rich Ideas

Monday, Bishop Research and Analytics wrote that Points International's stock price belied its impressive cash flow and growth. The stock is +11.7% since. Read article »

On June 23, Inflection Point Investing argued that shares of Zhone Technologies -- which had recently doubled -- still had multi-bagger potential. And, indeed, shares are +144.3% to date. Read article »

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

Buy At A Discount To Joel Greenblatt For 110% Upside With This Cash Machine by Carbondale Capital

This Company's Oil-Focused Portfolio Has Assets In All The Right Places by Richard Zeits

Dex Media, Inc. - A Potential Multi-Bagger by Wavelength Asset Management

Performance Technologies: Expect Serious Performance From This Potential Multi-Bagger by Valuable Insights

Long Ideas

Still A Believer In Hewlett-Packard: It's All About Cash Flow by Brian Gilmartin

The Microsoft Future... One More Time by John M. Mason

Intel's Mobile Roadmap Is Incredibly Strong by Ashraf Eassa

United Airlines' Path To Much Higher Profits by Stone Fox Capital

J.C. Penney: Intrinsic Value $18 Per Share, 100% Upside Potential by Achilles Research

How General Electric And IBM Can Make Big Money From This Idea by Mitu Anand

Apple Urgently Needs Debt To Raise Earnings Per Share By 13.8% by Pim Keulen

This Company Is A Steal Under $9 And I'm Buying Again by Christopher F. Davis

Mercury Systems Results Shaky, But Future Looks Solid by Nicholas Kitonyi

Nokia Is Poised To Look Out For A New Dawn by Muhammad Bazil

DelMar Pharma: Oversold Chemo Company Presents Compelling Investment Opportunity by Quant Trader

Epiq: An Undervalued Re-Accelerating Growth Stock by Bottom Up Investing

Bull Of The Day: Sotheby's by Zacks Investment Research

777X Strengthens Boeing's Leadership Position In Large Commercial Airplanes by Trefis

A Roundy's Sensitivity Analysis On Growth And Margin by Jaimi Goodfriend

ExOne's 3rd Quarter And Catalysts For Q4 by Guy Cohen

Giant Interactive: Upside Halved, But Catalysts Remain Strong by The Oxen Group

Nutraceutical International: The Other Undervalued (And Ignored) Nutritional Supplements Manufacturer by John Leonard

From Little Akorns Grow Mighty Oaks? by Bill Gunderson

GE: Getting More Innovative With Emerging Technologies by Vivek Gupta

Intel Gets Its Act Together: Analyst Day Takeaways by Terrier Investing

Home Depot Beats Lowe's by Seeking Profits

Hungry For Krispy Kreme? At What Price? by YCharts

Ikanos Communication's Massive Growth Potential Is Bound To Drive Shares Higher by Sujan Lahiri

SunPower: Why Bulls Will Love This Stock More by Fusion Research

Will DirecTV Continue To Rumba To A Latin Beat? by Gary Bourgeault

ARM Holdings: What's In It For Bulls? by Marsha Robe

OCZ Technology - A Gambler's Delight by Austin Craig

Changyou: Risks Are Mitigated And Shares Undervalued At 3.5 Times Free Cash Flow by Bram de Haas

EGain: Leading The New Generation Of Customer Service by Micro and Small Cap Reporter

Rudolph Technologies Will Be Guided Higher By The Rise Of Electronic Devices by Marshall Hargrave

How Marketing Has Failed BlackBerry by Stock Jackal

RPX Targets VirnetX With Seven IPRs: Read Past The Headline by Tom Shaughnessy

McDonald's Hidden Source Of Value by Dividend Garden

Ride The Profit Train: MTR Corporation - Blue Chip And Growing by David Chan

Buy Sirius Before It Gets Expensive Part II: Valuation by Blackstone Equity Research

Canadian Acquisitions: QLT Inc. Fits The Trend by PropThink

Garmin's 45%+ Upside Potential by Pim Keulen

Arcos Dorados: A Value Investor's Feast by Felix Boisse

Bank of America's Continued Upward Momentum by Quoth the Raven

AerCap Holdings At A Good Cruising Altitude by Stephen Simpson, CFA

Thoratec: The Global LVAD Leader Is Dirt-Cheap Despite Spectacular Pipeline by Andy Batts

Bank Of America: Fully Valued At $15 Per Share by Dave Dierking

Coach, Inc. - A Hidden Growth Story Amidst Market Share Erosion by Eliot Murray

Qualcomm Analyst Day Has Messages For All Players In Smart Connected Devices by Michael Blair

Devon Energy - Strategically Sound And Financially Attractive Deal by The Value Investor

Buy Intel And Profit From Market Fear by David Trainer

Daiichi Sankyo's Factor Xa Inhibitor Edoxaban Clears Phase III Hurdle - A Major Threat To Xarelto And Eliquis by Pharma Intelligence

Gome Electrical Appliances Holdings: Easy 35% Upside Potential On A SOLID Turnaround by Logic

SandRidge Energy: Dead Money Walking ... For Now by David Alton Clark

Short Ideas

Green Mountain: Don't Get Too Excited by Bill Maurer

Intel Investors Should Demand A Refund by Bill Maurer

Understanding Tesla's Life Threatening Battery Decisions by John Petersen

Peer-To-Peer Lending's Threat To Bank Earnings by Brendan Ross

Why Twitter Looks Like A Short Candidate by Ayush Singh

Is Aaron's Bullish Rally Finally Over? by TradeVIX

Concrete Evidence That FAB Universal Issued Chinese Bonds Without Telling U.S. Investors by The GeoTeam

Herbalife LBO Reality Check by Matt Stewart

IBM - Can't Get Blood Out Of A Stone by Sneha Shah

Six Flags: Weak Top-Line Growth Could Lead To A De-Rating by Fund Gurus

Shares Of ARC Worldwide Are Poised To Plummet by Mark Gomes

Rebuttal To The Salesforce.com Bulls - A Touch Of Common Sense Could Save Your Hide by Michael Blair

Quick Picks & Lists

Best Buy: Should You Still Buy The Turnaround At $39 Per Share? by Achilles Research

The Silly Sell-Off Of Memorial Production Partners by MLP Trader

ModernGraham Valuation Of AFLAC Inc. by Benjamin Clark

4 Low Cost Small Cap Gold Producers That Will Survive Now And Thrive Later by Ben Kramer-Miller

Beware Of Falling High Priced Momentum Plays by George Kesarios

Don't Be Fooled By J.C. Penney's Outlook by Ayush Singh

Microsoft: Remain Bullish On Re-Accelerating Revenue Growth by Bottom Up Investing

Lowe's - Continues To Lag Its Main Rival by The Value Investor

LeapFrog's Disappointing Outlook For The Holidays by Sramana Mitra

New Research And Competition Could Hurt AbbVie's Other Blockbuster by Jon Crowley

Papa's Q4 Tech Top-Up by Papa of Four

LRAD Corporation: A $1.6 Stock With Potentially Significant Upside by Micro-Cap Gem Finder

Best Buy Is Testing Support; Buy Signals Exist by Stock Traders Daily

2 Small Speculative Biotech Plays Moving On News by Bret Jensen

NetEase: 30% Upside Behind Expansion Into Mobile And Self-Developed Games by The Oxen Group

Looking Back On My Past Results: 35%+ Annual Returns by Adam Stockmeister

2 Stocks To Buy Using The Chipotle Example by Stone Fox Capital

Is The Money Real? by Paulo Santos

Two Crazy-Cheap $5 Stocks To Benefit From China's Initiatives For Its Middle Class by Stanley Barton

Low-Priced Stocks Worth Buying: Round 8 by Stan Stafford

Merck & Co. Has 27% Downside Potential, Intrinsic Value Of $35 Per Share by Achilles Research

Cramer's Picks

Cramer's Lightning Round - MLPs Are Difficult To Own (11/21/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Steve Ballmer Is Too Hard On Himself (11/21/13) by SA Editor Miriam Metzinger

Fund Holdings

Oceanstone - Picks From A Fund That Beats The S&P By 30% by Safety In Value

Big Money Trades Shares Of Sirius XM For Google And Pandora by Little Apple

Insider Ownership

Rackspace: 3 Different Insiders Have Sold Shares This Month by Markus Aarnio

Morningstar: 5 Different Insiders Have Sold Shares This Month by Markus Aarnio

Intensive Insider Buying In American Realty Capital Properties by Markus Aarnio

IPO Analysis

IPO Preview: Apparel Holding (Vince Holding) by IPOdesktop

IPO Preview: 500.com by IPOdesktop

IPO Preview: Sungy Mobile by IPOdesktop

IPO Preview: Oxford Immunotec Global by IPOdesktop

IPO Preview: GFI Software by IPOdesktop

The Container Store Quiet Period Provides Long Opportunity by Don Dion

Evogene Secondary Prices At $14.75 by Don Dion

Karyopharm Quiet Period Expiration Provides Buying Opportunity by Don Dion

Sungy Mobile IPO Is A Go Mo by Don Dion

Scorpio Bulkers: An Upcoming Shipping IPO Worthy Of Attention by The Behavioral Economist


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