sábado, 28 de diciembre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Trinity Place Holdings: Own Prime NYC Real Estate For Next To Nothing
by McDuck Capital

Editor's notes: TPHS' portfolio of for-sale retail buildings should nearly support its market cap, leaving a desirable Manhattan property at little cost to shareholders. 70% upside.

Camelot Information Systems: 5.6% Gross Return In 1.5 Months
by Yuanxi Zhang

Editor's notes: CIS offers more than 30% annualized upside after a buyout is completed in the next couple months. Shareholder approval of the deal looks likely and is the only significant hurdle.

The Impending Dividend Cut Makes Gladstone Land A Prime Short Opportunity
by Dane Bowler

Editor's notes: Confusion over LAND's dividend leaves shares vulnerable to a downturn. 30% downside should the company cut the dividend as REIT expert Dane Bowler predicts.

The Beat And Raise Is The Mark Of Signature Bank
by Ashleigh Rogers

Editor's notes: SBNY's rapid growth and focused footprint make the stock a compelling growth opportunity. With a reasonable valuation and a number of upcoming earnings drivers, the stock could see 30% upside.

TIM Participações: As The Chess Pieces Move In Europe, Double-Digit Upside In Brazil
by Helix Investment Research

Editor's notes: TSU's low valuation belies its superior performance and a sale of the company could come soon. More than 20% upside is possible for the stock.

Long Ideas

Short-Term Expected Gross Margin Contraction Fails To Change Bullish Outlook On CVS by Equity Watch

Is Walgreen Fairly Valued? by Investing Insight

Westmoreland Makes A Transformation Acquisition At A Great Price by Safety In Value

StealthGas: Is It Time To Buy This Growing Shipping Company? by Steven Reiman

Solid Costs And Expansion Potential For Fortuna Silver by Stephen Simpson, CFA

Microsoft's Bing To Aid Turnaround In Online Services by Trefis

DryShips Hits $5 On Huge Volume - What's Next? by Giovanni DiMauro

Acco Brands: This $6 Stock Bargain Is A Top Pick For A January Effect Rally by Hawkinvest

Belviq Sales Closing Out Year Modestly - Surprises Soon For Arena? by Spencer Osborne

Can Robotic Companies Keep Soaring In 2014? by Brett Moll

Skyline Is A Turnaround Story With Multiple Value Levers by John Leonard

Acadia: The Best Hope For Parkinson's Psychosis Sufferers by Peter Geschek

Nvidia's Upgraded Tegra Note 7 To Expand Its Presence In Mobile Computing by Trefis

A Cleaner, Tighter Abraxas Petroleum Ready For 2014 by Stephen Simpson, CFA

Lumina Copper Is Up For Sale, But Who Will Pull The Trigger? by The Investment Doctor

Steiner Limited Sell-Off Is An Overreaction And Buying Opportunity by Chris Katje

General Moly - Shareholders Are Still Hoping To See Mt Hope Producing Molybdenum This Decade by The Investment Doctor

Monitise: This High Growth Mobile Company With 40% Upside Makes My 2014 Pick by Ong Kang Wei

3 Big Things To Expect From Apple In 2014 by Quoth the Raven

Bsquare Is Attractive With A New CEO, Secular Demand Growth And Cash Rich Balance Sheet by John Leonard

Important Data For Protalex PRTX-100 Nears by Jason Napodano

Weighing Out The Seattle Genetics Barbell by Stephen Simpson, CFA

Bank Of America: 3 Reasons To Buy Right Now by Equity Options Guru

Is SanDisk A 'Growth At A Reasonable Price' Investment? by MagicDiligence

Perceptron: A Takeover Candidate Poised To Benefit From Robotic And 3D-Printing Revolution by 3D Analytics

Ignore The Downgrade - Glu Is Still Poised To Triple by Mark Gomes

Broadcom: Why I'm Remaining Long by Bottom Up Investing

Apple Roars Into A Chinese New Year by Kyle Spencer

When Will Tesla Be Bought Out? by Quoth the Raven

Micron: First Quarter Earnings And Other Goodies For 2014 by Russ Fischer

Senesco: Near-Term Catalyst Could Double Shareprice by John H. Ford

KaloBios Pharmaceuticals: Undervalued Company With Huge Potential Catalyst by BioGroup Team

Prisa: Debt Deal Done, Asset Sales On Deck by Mike Arnold

Warren Buffett Would Love Our Top Long Pick For 2014-Berkshire Bank by Don Dion

Gafisa S.A. ADRs: Attractive Risk/Reward With Several Near-Term Catalyst by Abdalla Al-ayrot

Another Compelling Reason To Buy And Hold Kinder Morgan For The Long Term by Matt Fortune

The 3 Barriers To BlackBerry's Success by Quoth the Raven

How Wells Fargo Could Lead Growth In The Financial Services Industry Over The Next Decade by Michael Grogan

Tekmira's Transition Worth Watching by Stephen Simpson, CFA

R.G Barry: A Buyout Might Be Coming - Here Is What Investors Need To Know by ValueArtifex

Is There A Gulf In Gulfmark's Valuation? by Stephen Simpson, CFA

Boulder Brands' EVOL Acquisition And Strategy Evolution by Pendulum

Buyback Initiated! Is Energy Transfer Equity A Good Buy? by Independent Analyst

Oracle And IBM - Dynamic Growth Vs. Brand Power by Early Retiree

Dice Holdings: A Stock With Upward Potential Heading Into 2014 by Matthew Dow

Phillips 66: Investment That Will Pay Off by Marsha Robe

Short Ideas

The Art Of Valuing Twitter by Markos Kaminis

Twitter Makes A Good Hedge For 2014 by Quoth the Raven

Monster Beverage - How Much To Pay For Future Growth by Nitin Gulati

Quick Picks & Lists

Textron - Excellent Acquisition Of Beech Holdings by The Value Investor

Dump These Dry Shipping Stocks Before They Dump You by The Specialist

Assessing Investment Risk With A Comparison Of Amazon, Tesla, And Fuel Systems Solutions by Houman Tamaddon

Look For An Exit, Apollo Residential Mortgage, Inc. by Tucker Leppa

Kinder Morgan Energy Partners: 4 Important Actions Leading To Stronger 2014 by Tom Dorsey

Zacks' Bull Of The Day: Tiffany by Zacks Investment Research

Zacks' Bear Of The Day: Central Garden & Pet Company by Zacks Investment Research

ModernGraham Valuation Of Paychex by Benjamin Clark

5 Low PE Companies To Research This Weekend by Benjamin Clark

Awilco Drilling: Sell Scrap Analysis And Worries Gives Huge Opportunity by Geppe

Top 20 TSX Short Positions Dec. 15 by Chris Damas

5 Stocks That Crushed Wall Street by Leigh Drogen

The Pros Pick 3 Green Income Stocks For 2014 by Tom Konrad

All The Wrong Reasons: Twitter, BlackBerry by Stock Traders Daily

Is There Still Room To Profit With Halozyme? by John Eastman

4 Reasons Why Tesla Is Not Yet A Good Acquisition Target For GM Or Ford by Benedict Tubuo (Beevest)


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