Alpha-Rich Ideas
Iridium Communications Offers Excellent Value For Long-Term Growth Story
by BuyTheDip SellTheRip
Editor's notes: With a solid customer base, the recent discounting of IRDM due to declining comps has created an opportunity. Shares could rise 60%.
Contango Oil: Crimson Adds Significant Value With Upside Of One-Third
by Alpha Gen Capital
Editor's notes: Underappreciated oil and gas exploration assets, combined with a strong balance sheet, makes MCF a compelling long opportunity. Portfolio Manager Alpha Gen Capital thinks investors should explore this stock.
Callidus Software: Getting All Dressed Up For The Acquisition Ball
by Nassarius Capital
Editor's notes: CALD appears to be taking steps to make itself a buyout target for a large software company. Such a buyout could come at a price 30% above current levels.
Cabot Oil And Gas: 50% Growth And Free Cash Flow Shows The Stock's High Multiple Is Warranted
by Richard Zeits
Editor's notes: COG has low debt load, significant free cash flow, excellent management, and good growth going forward. Energy expert Richard Zeits sees 25% upside annually for the next two years.
Martinrea International Inc.: A Badly Beat Up Auto Parts Manufacturer With 60% Upside
by Dennis Beaudet
Editor's notes: Recent investor concerns, while merited, have not warranted the sharp decline in valuation. Relative value suggests that shares of MRE.TO are a strong buy here.
Ply Gem: Fallen Angel IPO With Upside Potential As Housing Market Recovers
by Pendulum
Editor's notes: Multiple drivers to higher margins will drive a turnaround in earnings, and share price. Look for 100% appreciation in shares of PGEM.
BioMarin: All Drivers Will Soon Be In Place For Explosive Growth - At Least 50% Upside
by Buddy Lyons, CFA
Editor's notes: A ramp-up in marketable products from an impressive pipeline will lead shares of BMRN even higher, according to biopharma Portfolio Manager Buddy Lyons.
Lightstream Resources Oversold And Undervalued With Potential Upside In Excess Of 40%
by Caiman Valores
Editor's notes: Despite remaining risks, operational profitability potential is being over-discounted by the market. Investment Consultancy Caiman Valores sees LSTMF shares in deep value territory.
Long Ideas
Waddell & Reed: More Upside On Continued Margin Expansion by ONeil Trader
ArcelorMittal Debt And Capital Analysis by FAF Research
Delhaize: A Retailer With A Lot Of Problems, But Still Worth A Buy by Dieter Plas
Exxon Mobil: Bringing In More Production by Fusion Research
Silver Wheaton: A Better Option Than Metal Miners? by Cristina Tov
How Brazil Will Affect Deere by Gabe Ortt
eBay: A Stock Worth Investing by Blackstone Equity Research
Microsoft Should Avoid Corporate Superstars And Source Its CEO Internally by Markos Kaminis
Willis Lease Finance: Year End Update by Steven Reiman
An In-Depth Conversation With Natcore CEO Chuck Provini by Michael Allison
Vodafone Still Offers Intriguing Value by Stone Fox Capital
What Could Move BlackBerry Shares Higher? by Kasteel Research
Advance Auto Parts: Time To Part Ways For Now by Bram de Haas
Buy Trovagene To Hedge Patent Risk In Molecular Diagnostics by Mars Report
Should You Still Buy Enerplus Corporation? by Achilles Research
Linc Energy Might Be A Positive Black Swan by Stan Holland
Rite Aid Corp.: A Long-Term Buy by Equity Watch
BlackBerry: Why The Horrible Results Are A Buy Signal by George Kesarios
Securing Mulally Would Free Value For Ford Shareholders by Markos Kaminis
Altius Minerals: An Excellent Business Trading At A Discount by Absolute Return
Big Chill Stokes Enservco's Revenue Furnaces by Paul Howard
Annie's: Analyzing The Investment Opportunities After Guidance Cut Drove Stock Lower by Pendulum
Improving Costs, Clean Balance Sheet Not Sparing Pan American Silver by Stephen Simpson, CFA
Take-Two: Q4 Should Be A Monster Quarter by Kevin Berk
Zacks' Bull Of The Day: Dr. Reddy's Laboratories by Zacks Investment Research
Ultra Petroleum And Weighing The Short Versus The Long by Stephen Simpson, CFA
Will Merck Be Able To Sustain Its Dividends? by Balanced Investing
Positive Catalysts Ahead For GameStop's Holiday Quarter by NewsTheta
The Inexact Art Of Valuing Exact Sciences's Opportunity by Stephen Simpson, CFA
My Favorite Pick For 2014: EVS Broadcast Equipment by Dieter Plas
Awilco Drilling: Year End Update by Steven Reiman
The One Group: A Growing Brand by Shaun Currie, CFA
Consolidated Water - An Attractive Opportunity In The Water Industry by TopGrowth
Integrated Environmental: The Greatest Story Never Told by Ams Editor
Regis Resources: Benefit From A Weakening Australian Dollar With This Debt-Free Low-Cost Producer by The Investment Doctor
DryShips Is Breaking Out by Giovanni DiMauro
Preformed Line Products; Out With The Old, In With The New by AlphaStreetResearch
Actavis Primed To Outperform Through 2014 by Jonathan Cowan
Neenah Paper: Luxury Card Stock Priced Like Copy Paper by AlphaStreetResearch
Parametric Sound About To Unlock Intellectual Property Value Through Merger With Turtle Beach by Mills Capital
Constant Contact Is Profitable: It's A Candidate For Acquisition by Almario Alexej Alcaraz
Boeing: Pacing With The 777X And 787 by Cristina Tov
National Oilwell Varco: Ready To Outpace The Market by Shark Dance
China's SOEs: Big Changes On The Way At China's Biggest Firms by Peter Fuhrman
Tesla Kills The Doubt And Puts The Fire Out by Quoth the Raven
A Great Reason Why Ford's Recent Drop Is A Big Opportunity by Vinay Kumar Singh
Apricus Biosciences: Future Profits From Sexual Health Research And Marketing by MTF Investing
Will AMD Repeat Tesla's Mammoth Short Squeeze? by Nathan Brooks
Kindred Bio: New, Hot Play On Animal Health by Brian L. Wilson
Coca-Cola Has A Sustainable Competitive Advantage And The Vision To Maintain It by Bram de Haas
Qualcomm: An Industry Leader Pegged For Sustaining Dominance by Fusion Research
Smith Micro Software - A Turnaround For 2014 by BuySellShort
Our Best Investment Idea Is Starting To Pay Dividends - Gramercy Property Trust In MMXIII by Chris DeMuth Jr.
Reviewing Longbow Research's Downgrade Of SodaStream by Seth Golden
Intel: Moving Ahead With The Right Strategy by Vivek Gupta
LTE Patents And China/Emerging Market Contracts Makes Nokia A Buy by Almario Alexej Alcaraz
Hilltop Holdings Enjoys Strong Growth From Banking Acquisitions by Cowboy Investing
SandRidge's Mississippian Wells Are Improving by Braden Holt
CSX: Offsetting Coal Weakness With Expansion Of Other Businesses by Gabe Ortt
What Matters About Apple by Cagdas Ozgenc
IBM: The Long-Term Player by Balanced Investing
Make Or Break Catalysts Approaching For Dynavax by Stock Whisper
ModernGraham Valuation Of Oracle Corp. by Benjamin Clark
Navidea Biopharmaceuticals Inc. - A Follow Up? by MTF Investing
My Top Dow 30 Pick For 2014 Is IBM by Alexander J. Poulos
Short Ideas
Is J.C. Penney Hiding Something? by Renu Singh
After The Dust Settles On BlackBerry, What Do You Really Have Left? by John Eastman
Darden: Why I Closed My Position And Went Short by Tom Armistead
Aspen Technology: Uncertain Growth, High Valuation = Short Opportunity by Long-Short Value
Aruba's Slowing Growth And High Risk Make It Unattractive by Bottom Up Investing
3 Reasons Why DryShips Is A Sell by Vinay Kumar Singh
The 'Real Story' Behind Orexigen Therapeutics, Inc. by MD Research
Time Is The Friend Of Herbalife Shorts by Quoth the Raven
Quick Picks & Lists
Crystal Rock Holdings: Almost 100 Years! by Brian Sanders
Is Peter Schiff Wrong About Wal-Mart? by Mariusz Skonieczny
In Their Own Words: One Retailer To Buy, One To Sell In 2014 by Jayson Derrick
Xoom Focuses On International Expansion by Sramana Mitra
Investing In John Bean Technologies At This Point Is All About Timing by John Mylant
New Client-Focused Initiatives Could Continue To Help American Express by Lavish Investor
'Twas A Contrarian's Year In Education Services by David Waldron
The Lower End Of Our Valuation Range Of Panera Is Now More Likely by Valuentum
Limelight Sells Their WCM Business To Upland Software, Wants To Re-Focus On CDN by Dan Rayburn
A Surprising Way To Participate In Today's Tech Boom by Frank Holmes
My 2014 Value Stock Picks by Brad Kenagy
Amazon's Growth Backed By Online Trend by Nathaniel Matherson
Today's 5 Top Large Caps by Jim Van Meerten
Stock Prices And Christmas Shopping: Are Markets Rallying Behind Christmas Purchases? by Brett Chatz
General Electric: Near-Term As Well As Long-Term Strategy by Vivek Gupta
Cervical Cancer Should Not Be Ignored By Biotech Investors by Alberto Savrieno
Big Winners, Devastating Losers: Cars, Television, Tech by Arne Alsin
Google: A Better Value Than Facebook Or Twitter by Bret Jensen
Insider Ownership
United Therapeutics: 5 Different Insiders Have Sold Shares This Month by Markus Aarnio
Teranga Gold: 3 Different Insiders Have Purchased Shares This Month by Markus Aarnio
IPO Analysis
Profit From Rapid Dividend Growth With New IPO: Valero Energy Partners by Tim Plaehn
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