Alpha-Rich Ideas
NovaCopper: Irrational ETF Selling Could Mean A Multi-Bagger
by Kingsley Park Capital
Editor's notes: Selling pressure has driven NCQ shares down, but the long-term value hasn't changed. Hedge fund Kingsley Park Capital pounds the table, saying the miner could still achieve triple-digit returns.
MSC Industrial Direct: Owner-Operators Consolidating The Attractive MRO Distribution Market
by Daniel Phillips
Editor's notes: MSM has experienced management and operates in an industry that can still see significant consolidation. With an improving economy and recent investments starting to payoff, the stock has 25% upside.
Stocks Moving From Alpha-Rich Ideas
On December 9, Abdalla al-Ayrot said the ongoing turnaround at Brazilian homebuilder Gafisa would lead to strong gains for shareholders. The stock is +18.1% to date. Read article »
Buysider Ted Barac noted on October 3 that the market was pricing Sprint well below the price paid by Softbank for a controlling stake just over three months earlier - a price Softbank itself thought was too cheap. Shares have gained steadily since, now +45.3% since his call. Read article »
Breaking Alpha-Rich Ideas (for PRO Subscribers) Learn more »
This Company's Upside Supported By Competitor's IPO Valuation, Recent Peer Acquisition by Value Advisors
Best Long Ideas For 2014 by Chris DeMuth Jr.
NovaCopper: Irrational ETF Selling Could Mean A Multi-Bagger by Kingsley Park Capital
MSC Industrial Direct: Owner-Operators Consolidating The Attractive MRO Distribution Market by Daniel Phillips
Long Ideas
Allied Nevada Gold - Huge Relative Value And Ripe Takeover Target by Omer Altay
Buy Sirius Before It Gets Expensive: Part III by Blackstone Equity Research
BlackBerry: Strong Buy On Plunging Sales And $4.4 Billion Loss by Achilles Research
Verizon Communications: This Ship Is Sailing In Smooth Waters by Blackstone Equity Research
DryShips: Slowly Sailing Ahead by Cristina Tov
Why Altria Is A Profitable Opportunity by Investing Insight
A 'Special Situation' Opportunity At National Beverage Equals Low Risk With High Reward by Nat Stewart
Cisco Worth $26 Due To Margin Focus, Strong Market Fundamentals by Trefis
MediaShift: Worth A Look, In Spite Of Its Past by The Behavioral Economist
Tripling Your Money: Zhone Triples... What's Next? by Mark Gomes
This Company Is The Best Bet On A Recovering Tanker Market - But This Is The Key To Unlock Value by The Investment Doctor
Buy GSV Capital Before The Next NAV Report by Illuminati Investments
Flamel Technologies: Second Competitor Leaves Neostogmine Market by Ronny Hyman
Roundy's: A Tale Of Two Businesses by Detroit Bear
Envivio: A Multi-Bagger For 2014 by Steve Andrew
CSX Corporation - An Undervalued Stock Compared To Its Peers by Apex Financial Consultants
InterMune: Esbriet And Ascend Will Drive Growth by Futuristics
8 Reasons To Buy Deere For $89 Per Share by Jatin D. Shah
A Junkyard Stock That's One Of The Market's Best Performers! by Bill Gunderson
Intel: Semi-Custom CPU Can Defend Its Server Market Share by Leah Frakes
Exxon's Finally Set To Catch Chevron by Morningstar
Zacks' Bull Of The Day: KKR by Zacks Investment Research
Is Rick's Corporate Air Fleet Reason To Sell? by Alex Hardman
Arena: Weekly Belviq Lower During Holidays by Spencer Osborne
Advanced Micro Devices: Sum Of Parts Shows Significant Upside by Equity Flux
How Much Is Advanced Micro Devices Worth? by IAEResearch
BlackBerry's CEO John Chen Installing New Team by Infinity Group
Micron Is Going For The Win by Leah Frakes
Could Natural Resource Partners Be Seeing A Bottoming Out In Coal? by Stephen Simpson, CFA
The Billionaires: 2013 Results For Some Of America's Richest by Chris DeMuth Jr.
Facebook: Good For Speculation, Not Investment by Leah Frakes
TIBCO's Return To License Growth Frustratingly Inconsistent by Stephen Simpson, CFA
Chen's Plan To Pull BlackBerry From The Muck by Quoth the Raven
Miniaturization Of Spectrometry: The Long Case For Astrotech Corp. by John Litwinetz
What Does Ford's New Guidance Mean For Shareholders? by Detroit Bear
Perficient: Healthcare & Financial Technology by DAG1996
Francesca's Holdings Corp. And The Wonderful Wizard Of Oz by Retail Maven
Cooperman: Monitise Is Still A Top Pick by Nathaniel Matherson
2013 Christmas Stock Pick - Euro Tech Holdings Is In The Right Place At The Right Time by super-trades
Demand Blows In More Business For Broadwind Energy by Chemistfrog
Chevron: A Bull Story by Balanced Investing
Short Ideas
J.C. Penney: The High Cost Of Recovery by Elephant Analytics
Tesla: A Serious Potential New Risk by Retired Securities Attorney
Genco Will Dock Into A Restructuring Leaving Shareholders With Close To $0 by Black Fish
Barnes And Noble - Slowly And Surely, The Ship Is Going Down by Jim Pickrell
Amarin's Anchor Gamble Sends Stock Up 20% On 'No News' News by Quoth the Raven
Dynasil Will Go Even Lower by The Sound of Money
Atlantic Power: Debt And A High Cost Of Capital Continue To Pressure The Dividend Payout. by Rupert Hargreaves
Mindray Medical's House Of Cards Will Come Crashing Down: Strong Sell With $15 Target Price by Ottoman Bay
2014 Will Be A Tough Year For Renewable Energy Group And Other Biodiesel Producers by Adam Gefvert
Facebook, Zuckerburg, J.P. Morgan, Goldman Sachs And Morgan Stanley Must Face Lawsuit by Don Dion
Quick Picks & Lists
5 Undervalued Companies To Research This Weekend by Benjamin Clark
Check Out These 5 'Loser' Stocks During Tax-Loss Selling Season by Kevin Berk
Why Bears Are So Wrong About Tesla by Siddharth Dalal
For-Profit Education Sector Still Under Scrutiny by Sramana Mitra
An Acquisition And An Alliance To Enhance Monsanto's Growth Prospects by Cristina Tov
The Future Of The Oil Service Sector Is Bright by Mark Romero
Alcatel-Lucent: Going From Good To Better by Leah Frakes
2 Big Biotechs Moving Up On News by Bret Jensen
Steady, Safer Small-Cap Ideas For 2014 by Shaun Currie, CFA
Consumer Goods Stocks To Avoid: Round 1 by Stan Stafford
'Tis The Season For Tax-Loss Selling Opportunities by JoeNatural
Insider Ownership
Donnycreek Energy: 4 Different Insiders Have Purchased Shares This Month by Markus Aarnio
Spyglass Resources: 3 Different Insiders Have Purchased Shares During The Last 30 Days by Markus Aarnio
IPO Analysis
U.S. IPO Recap: AMC Entertainment's IPO Caps A Blockbuster Year by Renaissance Capital IPO Research
Why are you receiving this? You subscribed to Investing Ideas at Seeking Alpha.
Unsubscribe from this email or manage all your Seeking Alpha email choices here.
To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
No hay comentarios:
Publicar un comentario