lunes, 23 de diciembre de 2013

Today’s articles on Investing Ideas

Stocks Moving From Alpha-Rich Ideas

On December 10, BuyTheDip SellTheRip noted that for-profit education Career Education offered a large margin of safety and a cheaper valuation after the sale of international assets. Shares are +18.8% to date. Read article »

Whopper Investments wrote on October 21 that ALJ Regional Holdings was poised to gain after its acquisition of customer care specialist Faneuil allowed for utilization of its significant tax asset. The stock is +51.9% since. Read article »

Long Ideas

Blackstone: Betting On Hilton And Real Estate Recovery by Cristina Tov

ConAgra: Q2 Earnings Could Mark The Turn by DAG1996

Impact Of Strong Auto Sales On Sirius XM by Crunching Numbers

R117H Trial Puts Vertex In Scoring Position by Michael Sacerdote

Google: Look For A 20% Price Appreciation In 2014 by Jeff Williams

NetApp: Strong Fundamentals And Earnings Revival by Stock Whisper

Why Dillard's Is My Top Retail Pick by Sammy Pollack

Genesee & Wyoming Railroads: A 'Serial Acquirer' That Knows What It's Doing by Gregory Vousvounis

What Groupon Has To Offer This Time by Fusion Research

For Solazyme, It Is All About Control by Kevin Quon

About The Intel Overcapacity by Russ Fischer

Matson's 2 Sources Of Competitive Advantage by Christopher Lum Lee

NXP Semiconductors Has Several Prospects In China by Prescient Investment Analysis

BP, The Comeback Kid by Henry Stokman

Synthetic Biologics: Randal Kirk And A Robust Pipeline For 2014 by Micro Cap Sleuth

Unilife: More News, More Action by Investor, MD

Bullish On Priceline This Holiday Season And In 2014 by I Know First Research

Marvell Technology Could Get A Boost From LTE Wins by Bottom Up Investing

Shares Of Techprecision Are Poised To Triple by Mark Gomes

Kaiser Aluminum: Aerospace Inventory Overhang Update & 2014 Outlook by Pendulum

Bank Of Commerce: A Solid Performer With Hidden Value In Its Investment Portfolio by Gregory Vousvounis

KKR Financial: Use The Subsidiary To Get A Discount On The Parent by ValueArtifex

HopFed Bancorp: 50%-80% Upside Potential With A Catalyst Already In Play by Gregory Vousvounis

A Comprehensive Review Of Pizza Inn by Christopher Drose

Suncor Energy: Add This Winner To Your Portfolio by Marsha Robe

How To Play Organovo Holdings by Marsha Robe

Schlumberger: China & North America Focus For Next Year by Marsha Robe

EZPW- A Growing Business With A Normalized P/E Of 7.5 by Anthony J. D'Asaro

Alacer Gold Looks Like A Low-Cost Miner That Nobody Wants To Love by Stephen Simpson, CFA

Should Exact Sciences Buy VolitionRx? by Ian Cassel

Pulse Seismic: Year End Update by Steven Reiman

Rexahn: A Turn Around Story For 2014 by Long Term Bio

GCVRZ: A Bet On A Decision Of A Politically Conscious Institution by Ruerd Heeg

Why I Own Intel by Ashraf Eassa

This Department Retailer Was And Will Be A Big Winner by Marshall Hargrave

Apple: All Systems Go For 2014 by Bret Jensen

Evaluating Barron's 10 Favorite Stocks For 2014 by Portfolio Management 101

Short Ideas

BlackBerry: A Case Of Stockholm Syndrome by Kofi Bofah

Amazon's Declining Trading Volume by Jeffry Chmielewski

BlackBerry: Yes, Things Can Get Worse by Bill Maurer

The Easiest Trade Of 2014: Long Value/Short Growth by Dr. Hugh Akston

Medallion Financial Trouble Brewing Quickly by Paulo Santos

Questioning Martha's Recent Pop by Nathaniel Matherson

Marine Products Could Be A Sinking Ship by Marshall Hargrave

Quick Picks & Lists

Heading Into 2014, Shorts Return With A Vengeance by Richard Pearson

Biogen's Biosimilars Vs. Amgen, Johnson & Johnson by Peter Geschek

Cisco: A Very Positive Move by Vivek Gupta

Tax Loss Candidates To Buy - Part 3 by StockMarketPundits

Tax Loss Candidates To Buy - Part 2 by StockMarketPundits

Tax Loss Candidates To Buy - Part 1 by StockMarketPundits

AT&T: My Least Favorite Dow Stock For 2014 by Sammy Pollack

Capitalizing On Cannabis: A Volatile Month Caps A Wild Year In The Sector by Alan Brochstein

A Persistent Short Squeeze For Sirius XM But Not For Pandora by Leah Frakes

Fund Holdings

There Is Value In WPX Energy by Mikael Schlaug


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