jueves, 28 de noviembre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Panoro Energy: Individual Asset Valuation Points To 50% Upside
by Street Smart Investor

Editor's notes: Undervaluation in PESAF will become apparent after close of an asset sale makes the firm debt-free. Remaining asset values point to more than 50% upside for investors going forward.

Alaska Communications: Overselling Has Led To Minimal Downside Risk, 35% Upside
by Alpha Bet

Editor's notes: Overdone concerns regarding competitive threats have left ALSK shares trading too cheaply. The sell-off creates big opportunities for investors in the small telecom player in America's biggest state.

Seacor Holdings: Undervalued With Under-Appreciated Assets
by Alpha Gen Capital

Editor's notes: This smart allocator of capital has room to benefit from improved sentiment regarding its businesses. A sum-of-parts analysis suggests 25% upside for SEACOR.

Dex Media: Time Is Running Out For The Yellow Submarine
by Chris Karlin

Editor's notes: Buysider Chris Karlin takes the other side of the DXM debate, arguing that the company's rapidly declining legacy business will outpace its digital growth prospects, wiping out the equity value.

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Be On The Cusp Of A Major Revaluation by Chris Bunge

Accelerated Adoption Of This Company's Technology Could Lead To 100% Upside by Inflection Point Investing LLC

You Should Be Very Excited About This Stock by Shaun Currie, CFA

LipoScience Has Become Too Cheap To Ignore by Paul Nouri

Long Ideas

Nokia: What Lies Ahead? by Marsha Robe

FBR Capital: An Asymmetrical Investment With Growing Revenues And 40% Upside by The Behavioral Economist

Toyota, Glory At The Margin by Blue Jay Research

Cell Therapeutics: Solid Pipeline, Partnerships And Upside by Stock Whisper

What Will Help EMC Grow? by Gabe Ortt

Quantum Fuel Systems: Promising Future, But Stay Away For Now by NGV Investor

First Solar An Energy Stock For The Future by Payal Gupta

BlackBerry - Significant Risk With Potentially Great Rewards by The Sound of Money

Einhorn Buys Into Micron, Should You? by Prescient Investment Analysis

2 Lessons Northwest Biotherapeutics' Price Move Can Teach Us: Price Discovery And Google Alerts by Alberto Savrieno

AIG: A Great Turnaround Story, And What Comes Next For The Global Insurance Giant by investonomics

Hewlett-Packard: No Longer Distressed Investing, Upside Remains by Tim Travis

Ford Cruises Toward Online Black Friday Sales by Tom Genot

The Great Debate - Bull Vs. Bear On Gramercy Property Trust by Chris DeMuth Jr.

PulteGroup: As Home Starts Show Strength I'm Staying Bullish On This Homebuilder by Heather Ingrassia

Phillips 66: Best Play On Domestic Shale? by Michael Fitzsimmons

Alcoa: Ready To Shine Brighter Than The Metal Itself by Balanced Investing

CVR Energy - Time To Catch Up by Credit Master

The 3 'S's Of Apple's 5S by Quoth the Raven

Why Almost Free May Be Better Than Free In Consumer Reviews by Scott Ryan

Buy Isis On Antisense, Collaborations And Upcoming Catalysts by Stock Whisper

Bull Of The Day: Impax by Zacks Investment Research

Repros Therapeutics: Small Biotech Play Analysts Believe Can Double by Bret Jensen

Unilife Corp.: A Big Idea by The Focused Stock Trader

Caesarstone: 47% YoY U.S. Sales Growth Creates Stock Upside by Martin Vlcek

The Better Buy: CSX, Norfolk Southern, Or Union Pacific? by Todd Campbell

Coca-Cola Stays Flat With Limited Upside by Tom Genot

Forget Bubbles: Bargains Abound In This Overlooked Industry by John Reese

The Diamond And The Rough: Zale And Dex Media Are 2 Hot Stocks Headed In Opposite Directions by Scott Fearon

Will Rogers Communications Score With A New NHL TV Deal? by Nelson Smith

Does Apple Dominate The App Store? by Tom Shaughnessy

The Pricing Power Tell by Paulo Santos

Understanding The Rise Of China by Frank Holmes

Microsoft: Moving Toward A Better Future by Vivek Gupta

AcelRx: Huge Potential With Limited Risk by MacsJV

Could This Top Aviation Stock Outperform Boeing? by John Holt

AMD's Turn To Perform by Equity Flux

Rite Aid: 35% Upside Is Possible by Cristina Tov

Yum Brands: It's All About Right Moves At The Right Time by Blackstone Equity Research

Document Security Systems Files Patent Litigation Against Apple by IP Hawk

Harsco Already Getting Some Benefit Of The Doubt by Stephen Simpson, CFA

Every Day Is Black Friday At Liberty Interactive by Manny Backus

AMD Will Not Have An 'Inventory Build' Problem by George Kesarios

Workday: Buy Shares In This Fast Growing Cloud Computing Company by Silicon Valley Insights

Rite Aid: Back On Track? by Marsha Robe

ForceField Energy Is One Company Worth Watching In The LED Industry by John Mylant

Union Pacific: Exploring Innovative Ways To Create Shareholder Value by Jeff Williams

HP's Whitman Bludgeons Her Way Through Doubters And Into 2014 by Quoth the Raven

UPS Will Continue To Grow As The World Economy Recovers by John Mylant

Orocobre - 60% Upside Potential As The Company Enters The Production Phase by The Investment Doctor

AMD: A Positive Turnaround Play by Tom Genot

Veris Gold Is 80-90% Undervalued And Benefiting From Improving Production Trends by Cowboy Investing

Why You Should Shop Some J.C. Penney by Marsha Robe

Northrim Bancorp: High Return On Assets, Growth And Something Special For Investors by ValueArtifex

6 Reasons Why Gevo Could Triple by Cloud And Wind Capital

Time To Pull The Trigger On A Tesla Trade? by Quoth the Raven

HICL Infrastructure: A Great Portfolio Diversifier With Attractive Yield by Fund Gurus

Cash And Catalysts Could Drive CBEH Well Above $3.00 by David Kugelman

Compass Diversified Holdings Looks To Build Value The Old-Fashioned Way by Stephen Simpson, CFA

Apple: Addressing The Elephant In The Room by Jim Mullin

ModernGraham Valuation Of CVS Caremark by Benjamin Clark

Sirius XM - Analysts See Shares Exploding Higher by Rizzi Capital

Columbia Laboratories Needs A Carl Icahn by John Leonard

Sirius XM / OnStar Merger Will Be Huge by Rizzi Capital

Why Aetrium Should Be Valued At $15-20 As A Compelling Turnaround Story by Small-Cap Momentum Advisors

Hi Crush Partners LP: Uptrend Will Continue by Tom Shaughnessy

Portola's Antidote Could Benefit Pfizer, Bristol-Myers, J&J by Peter Geschek

Millennial Media Jumps Back Into A Promising Ad Tech by Stone Fox Capital

Philip Morris International Turns To E-Cigarettes On Declining Demand For Traditional Ones by Trefis

Galena: More Reasons To Buy by Stock Whisper

Hunger Games Is A Huge Success, Yet Lions Gate Sells Off by Jacob Steinberg

Short Ideas

For Intel: 1 Order Of Humble Pie, Served Cold by Kofi Bofah

J.C. Penney: Momentum Has Carried Its Valuation Back To 2010 Levels Already by Elephant Analytics

JBI And Plastic2Oil: A Colossal Wreck by Rob Close

Fresh Healthy Vending International Inc. Why This $64 Million Company Could Drop By 75% Or More by Penny Stock Realist

Netflix: The Netscape Navigator Of 2014 by Sujan Lahiri

Quick Picks & Lists

CVS Caremark - Little Appeal Despite A Nice Strategic Addition by The Value Investor

Wal-Mart And Target Feel Pressure To Promote And Discount In Shortened Holiday Season by Seth Golden

Happy Thanksgiving: An Analysis Of Turkey Producers Hormel And Seaboard by Mycroft

Whole Foods Market: Why Not To Buy This Overvalued Food Retailer by Achilles Research

Why Betting On The Gaming Industry Is Not A Gamble With This Winning Hand by Research Mountain

Consumer Goods Stocks To Buy: Round 1 by Stan Stafford

Infusystem's New Public Comp And Big Competitive Bidding Win by Special Situations

2 Stock Bargains To Buy Now For The Upcoming 'Santa Claus' Rally by Hawkinvest

Cisco Head Winds: Executive Stock Compensation And Forward Guidance by George Kesarios

Will Disney Benefit From Marvel? by Gabe Ortt

Cirrus Logic: This Correction Doesn't Offer A Buying Opportunity by Cristina Tov

Should Investors Cling To Intel Stock Despite The Slide? by E-Investing Analysis

The Reopening Of Iran And How To Play It: Part 2 (U.S. Companies Which Are Potential Beneficiaries) by Jim Sloan

Yum Is Starting To Do Better In China by Stock Traders Daily

Apple Breaks Out by Bret Jensen

Bank Of America: Still A Great Option To Invest by Aurora Analytics

Consider Selling Or Shorting Groupon At Resistance by Stock Traders Daily

Invest Like A Young Buffett by Zacks Investment Research

Texas Instruments: An Excellent But Overvalued Company by Bottom Up Investing

Say 'Hello' To The Next Big Technology Breakout by Lou Basenese

What's In It For Corning And Samsung In The Samsung Corning Precision Deal? by Trefis

Fund Holdings

Warren Buffett Keeps Betting On Stable Dividend Giants by Winning Strategies

Insider Ownership

Klondex Mines: 6 Different Insiders Have Purchased Shares This Month by Markus Aarnio

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


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