Top Ideas
Commtouch: An Obvious Acquisition Target
by Igor Novgorodtsev
Editor's notes: With a long process of integrating acquisitions finally complete, buysider Igor Novgorodtsev says CTCH is now a compelling target itself, with a takeover premium that could approach 80%.
Mason Graphite: Graphene Revolution, Lithium-Ion Battery Growth, And China Supply Woes Offer A Compelling Opportunity
by Bishop Research and Analytics
Editor's notes: Secular growth in the graphene market offers an opportunity for investors in Mason Graphite. The stock has promising assets that could give it up to 5X upside.
Sierra Metals Is Set To Double In 2014
by Itinerant
Editor's notes: Positive developments in all 3 mines suggest potential upside for SMT.TO, amid a diversified operating base. A solid ownership base should further support the thesis that shares should be 25% higher.
Why The Market Is Mispricing Cadence Design Systems
by Trading the Spread
Editor's notes: CDNS offers recurring revenue, growth, and strong free cash flow while trading well below historic multiples. 25% upside.
Long Ideas
Fifth Street Finance Corp - A Bull Rating by Daniel Hammon
Advanced Micro Devices's 2014 Stock Catalysts by Tech Vestor
Intel Leads In Telematics by Almario Alexej Alcaraz
Willdan Group: Top Line Growth And Margin Expansion Supports Recent Run-Up by Christopher Bayliss
Apple: It's A Matter Of What, Where And Why by Posts At Eventide
ServiceNow: A Solid But Pricey Business by Bottom Up Investing
Short Sellers Of Unilife Are Playing With Fire by Richard Harris
Zynga Cash Still Piled High by Debra Fiakas
ModernGraham Valuation Of Simon Property Group by Benjamin Clark
Why Google's Move Into TV Is Good For Netflix by SmartStops
DryShips Shares Are A Better Value Than Its Drybulk Peers by GuruFundPicks
Intel's Android Problem by Ashraf Eassa
Can This Semiconductor Company Double Once More? by Achilles Research
Blue Earth: A Ground Floor Opportunity In Alternative And Renewable Energy by The Behavioral Economist
Another "Wait 'Til Next Year" Year For Key Energy Services by Stephen Simpson, CFA
GoGold Resources: A Look At The Santa Gertrudis Acquisition by Ben Kramer-Miller
Boxing Day Sale On Reitmans, Why This Undervalued Retailer Can Soar by Kenny Yang
2014 Looking Like A Big Year For Nektar by Stephen Simpson, CFA
Inter Parfums Smells Like An Excellent Long Term Investment by Maik Schwäbe
Why Is Ford Better Than General Motors by Mitu Anand
Mac Pro Deal Can Raise AMD's Share In Professional Graphics by Trefis
An Update On Silicon Motion by Ashraf Eassa
HMG Courtland Properties: A Hidden Asset Play With 35% Upside by Matthew Dow
Short Ideas
Gold Reserve Inc.: Do You Really Want To Gamble On An Arbitration Procedure? by The Investment Doctor
Apps Won't Save Apple by Nathan Brooks
A Sober Look At InterOil's Deal With Total SA by Keubiko
The Shoes Begin To Drop At Gas Natural by Dr. Hugh Akston
Quick Picks & Lists
Meredith Corporation - Full Valuation After Acquiring More Local Media by The Value Investor
Seagate Triples: Risk/Reward Charts Uncover Who's Next by Mark Gomes
It's Not Just Textura, The Whole SaaS Space Is Stretched by George Kesarios
Pall: All-Time Highs For This 'Pure' Player by The Value Investor
The Pros Pick 3 Green IT Stocks For 2014 by Tom Konrad
General Electric Is Our Favorite Among Industrial Conglomerates by Valuentum
Pinnacle Foods Looks Like A Good All-Round Investment by John Mylant
Intel And Amazon Could Be Sitting On A Huge Opportunity With General Electric by Mitu Anand
Buy On The Holiday Blunder Dips by Quoth the Raven
2014: Tech Blue Chips Will Prosper by Bret Jensen
Westmoreland - Transformational Deal Leaves The Company Exposed To Excessive Leverage by The Value Investor
Insider Ownership
Balchem: 6 Different Insiders Have Sold Shares This Month by Markus Aarnio
Insiders Are Buying These 2 Large Energy Plays by Bret Jensen
Glu Mobile: 3 Different Insiders Have Sold Shares This Month by Markus Aarnio
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