Stocks Moving From Alpha-Rich Ideas
On December 3, Alpha Bet argued that the market was not yet pricing in the potential bottom-line impact of new business expansions and a continued housing recovery at Deltic Timber (DEL). The stock is +11.6% to date. Read article »
In September, Kingsley Park Capital and The Happy Investor both laid out bull cases for storage maker Xyratex (XRTX), citing its deep value and likely diminshing R&D expense, respectively. After a buyout from Seagate (STX) on Monday, shares are now +29.7% since the initial call.
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Long Ideas
I Like This Misunderstood For-Profit Education Stock by Jae Jun
Kandi Shareholder Call Indicates Strong Q4 And Promising 2014 by Arthur Porcari
Why Analysts Are Bullish On Whole Foods by Apex Financial Consultants
Even After A YTD Increase Of 68+%, Baidu Remains A Great Stock by Jeroen Jongbloed
What Is Intel Subsidizing In 2014? by Ashraf Eassa
ChangYou: Recent Sell-Off Presents Opportunity For Long-Term Investors by Steve Junru Yang
Baidu Is Set To Grow by IAEResearch
Lennar: A Safe Investment In A Risky Housing Market by Mihir Mehta
Petroleo Brasileiro: Buy When Others Are Fearful by Achilles Research
Monitise Stands To Benefit From E-Gift Popularity by Nathaniel Matherson
ConocoPhillips: On Track To Meet Production Target by Balanced Investing
GM: Momentum Stock Candidate 2014 by EconMatters
Zhone And The New Telco Landscape by Bruce Pile
Down For The Year, Baytex Energy Not Exactly Cheap Yet by Stephen Simpson, CFA
ModernGraham Valuation Of National Oilwell Varco Inc. by Benjamin Clark
Weak Prices, Operational Uncertainties Pressuring Royal Gold by Stephen Simpson, CFA
Kingstone: A 127-Year-Old Company With 20% Upside And A Sustainable Dividend by The Behavioral Economist
Catalysts Should Overpower The Risks That Woodward Will Face by Always Bullish
UniTek Global Services Is Attractive After Surviving A Near-Death Experience by John Leonard
All Time Lows And Turnaround Initiatives Make Imris Inc. A Compelling Investment by Charles Fox
Active Power: This Struggling UPS And Infrastructure Solutions Provider Could Be Up For 60% Upside by Sarfaraz A. Khan
Calgon Carbon: Operational Enhancements And Target Market Growth Could Drive 300% Upside Potential by Tom Shaughnessy
Our 2014 Double: Destiny Media by Shareholders Unite
Costco: A Long-Term Buy by Equity Watch
Receptos Coming Along Nicely by Stephen Simpson, CFA
ModernGraham Valuation Of MTS Systems by Benjamin Clark
Herbalife: Ackman Is Down To His Last Round Of Ammunition by Old Analyst
Facebook: Wait For The Santa Claus Rally To Finish by Jeff Williams
Continental Resources Debt And Capital Analysis by FAF Research
Eteplirsen's Competitive Advantage Is Setting Up Sarepta For 2014 by Stock Whisper
Short Ideas
Applied Materials Is Substantially Overvalued by Bottom Up Investing
Sell Facebook Now, Its Growth Will Soon Be Over by Nathan Brooks
BlackBerry Shareholders Cheer Up, It Will Get Worse by Michael Blair
Snapchat Is Killing Facebook by Kofi Bofah
Quick Picks & Lists
The Obesity Drug Industry Going Into 2014 by Stock Whisper
For 2014: 2 Small Cap Doubles, 2 Mid-Cap 50%ers by Michael Fitzsimmons
Cisco: It's Time To Rethink by Vivek Gupta
Walgreen: Don't Buy This Drug Retailer At 21x Forward Free Cash Flow by Achilles Research
Johnson Controls - Margin Expansion And Organic Sales Growth Are Future Growth Drivers by The Value Investor
CVS Caremark - Strong Outlook And Increased Payouts Trigger Enthusiasm Among Investors by The Value Investor
10 Best Stocks For 2014 by Difu Wu
Insider Ownership
Stamps.com: 4 Different Insiders Have Sold Shares During The Last 30 Days by Markus Aarnio
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