Alpha-Rich Ideas
SFX Entertainment: It's Time To Turn Down The Dance Music And Sober Up
by Brian Smith, Jr.
Editor's notes: Unrealistic growth estimates, a sky-high valuation, and a muddy earnings outlook have SXFE dancing to the wrong beat. Brian Smith, Jr. sees significant downside as the IPO lock-up music stops.
Walter Investment Corp.: Significant Tailwinds And New Business Lines Will Reward Shareholders
by Alpha Gen Capital
Editor's notes: WAC is well positioned to capitalize on a shift within the financial industry. Investors have gotten too pessimistic about the stock, leading to 33% possible upside.
Gome's Realism On Electronics Retailing Still Not Fully Appreciated
by Stephen Simpson, CFA
Editor's notes: 0493.HK's shift towards improving its logistics could have the company's shares in the right place at the right time. Analyst Stephen Simpson sees 50% upside as the turnaround plays out.
Tilly's: Reset Of Expectations, Favorable Valuation To Drive Recovery In 2014
by Helix Investment Research
Editor's notes: TLYS offers opportunity after post-earnings sell-off leaves it at discount to peers. Low expectations set the stage for stock to outperform in 2014 with more than 20% upside possible.
NCR Hits The Throttle On Its Transformation Plan
by Stephen Simpson, CFA
Editor's notes: The major shift in NCR's business is being viewed overly-pessimistically by the market. The foundation has been set for strategic advantages, and shares could easily recover more than the recent losses.
Crescent Point Energy: A 7% Dividend Yield And 30% Potential Upside
by Caiman Valores
Editor's notes: Crescent Point has undervalued assets and a highly-effective acquisition strategy. Investment Advisory Caiman Valores suggests that investors should be willing to pay more for CPG.TO.
Strategic Review Should Unlock Sizeable Value For Cbeyond
by Dr. Hugh Akston
Editor's notes: A turnaround in the clouds should improve investor sentiment. Hedge fund manager Dr. Hugh Akston sees a 100% return in CBEY.
Western Alliance Bancorp: Priced For Mediocrity, But Growing Like An All-Star
by Ashleigh Rogers
Editor's notes: This small-cap bank is strategically positioned to thrive going forward. Investors can expect a continued run higher in shares of WAL.
LifeVantage: Deteriorating Performance And Red Flags Signal Significant Short Opportunity
by Steamboat Capital
Editor's notes: Investment firm Steamboat Capital says concerns over LFVN's model and declining growth for the company's revenue and distribution network make for an attractive short case.
Stocks Moving From Alpha-Rich Ideas
Wednesday, hedge fund manager Dr. Hugh Akston said a strategic review could finally unlock value at Cbeyond. The stock is +14.4% since. Read article »
On September 16, Igor Novgorodtsev wrote that temporary top-line struggles had left Top Image Systems sharply undervalued. Shares are +68.1% to date. Read article »
Breaking Alpha-Rich Ideas (for PRO Subscribers) Learn more »
This Company's Value Is Worth The Hassle by Stephen Simpson, CFA
Significant Mispricing Of This Company by Paulo Santos
This Company Is Close To Tangible Book, And On The Move With 80% Upside Remaining by Carbondale Capital
A Tasty Liquidation Play by Whopper Investments
Long Ideas
How B.O.S. Better Online Solutions Ltd. Could Double Or More by super-trades
Drop The Apple Scalpel by Tom Shaughnessy
Things Are Looking Up At SandRidge Energy by David White
Qualcomm Is Doing Great by Ashraf Eassa
AMD Catches A Break by Ashraf Eassa
Sirius XM: Forever Ad-Free Music Channel Strategy - Good For Business? by Leah Frakes
Opko's Lead Drug Could Double The Company's Valuation by John H. Ford
SanDisk: A Secular Bull Investment by Bottom Up Investing
BlackBerry: New CEO Shows His Hand by Infinity Group
Risks And Rewards Of Eagle Rock Energy Partners by Alexander Kaitz
Don't Listen To The Analysts, Buy Disney by Seeking Profits
Buy The Fear With Ambit Biosciences by The Sound of Money
Canadian National Railway: 2 Catalysts For Growth by Jeff Williams
Why I Bought These 2 Stocks In The Discount Bargain Bin by Christopher F. Davis
Yo Dude, 'AudioCodes Got Dell' by Josh Franklin
Pure Bioscience Pathogen Developments Offer Investment Potential by Charlie Bucks
Renaissance Reinsurance: The Disciplined Underwriter by Fabian Renauer
Kimberly-Clark Offers Decent Upside Potential by Apex Financial Consultants
New Hampshire Thrift: A Long-term Dividend Play With A Potential Bonus by Gregory Vousvounis
CONMED: Grossly Undervalued With Growth Potential In Minimally Invasive Procedures by Andy Batts
China Nepstar: Now Is The Time To Buy, Upside Ahead by Christopher Drose
3 Convincing Reasons Why This Stock Is A Great Buy by Vinay Kumar Singh
Will Amarin And Arena See Better Sales In 2014? by EnhydrisPECorp
Potential South Korean Order To Expand Lockheed's F-35 International Client Reach by Trefis
Why Investing In Sina At These Levels Is A Wise Move by Fusion Research
Apache: Doing Away With Freshwater And Benefiting From Wolfcamp by Gabe Ortt
Taiwan Semiconductor Manufacturing Co.: Undervalued On A Forward-Looking Basis by Bottom Up Investing
Can BlackBerry Survive 2014 And Beyond? by Leah Frakes
Capstone Order Generates Buying Interest by Crunching Numbers
Pfizer And GlaxoSmithKline: Aiming For Melanoma Cure Supremacy by Cristina Tov
CVS Caremark: Enhancing Its Revenue Streams by Cristina Tov
Mobiquity, Location-Based Marketing Leader by CBOE Trader
Mellanox Badly Dented, But Not Done by Stephen Simpson, CFA
Cementos Pacasmayo: Solid Long-Term Prospects At An Attractive Price by Matthew Dow
ZaZa Energy: Strengthen Your Portfolio With This Compelling Value Play by Investonomics
Intel: Inside Internet Of Everything And Internet Of Things by Leah Frakes
Want A Piece Of General Motor's Growing $27 Billion Cash Reserve? by Balanced Investing
Which Company Is Winning: LeapFrog Or VTech? by Lutz Muller
SandRidge's Transformation Sets The Stage For Future Stock Appreciation by Tim Travis
Dow: Time To Say Goodbye To Non-Performers by Marsha Robe
Whole Foods Market: Countering Profitability Pressures by Cristina Tov
Uni-Pixel: Production Progress Is On The March by Graycell Advisors
Microsoft: Unappreciated, But Still Growing Shareholder Value by Joseph Harry
Is Synalloy A Pipeline To Prosperity? by Hamlet Capital
Ophthotech - Buy This Multibagger Today by Pharma Intelligence
Fifth Street Finance Corp.: 7 Reasons To Buy The Pullback In This 11% Yielder Before It Rebounds by Hawkinvest
United Technologies: Goodrich Acquisition Payoffs Now Tangible by Syncopy Research
Strong Patent Portfolio The Saving Grace For New-Look Nokia by Syncopy Research
Core Molding Technologies: Up 70%, This Small Cap Still Has Plenty Of Room To Run by Jonathan Bluhm
5 Reasons To Buy Finjan Holdings Right Now by Kingmaker
Dex Media: A Stronger Buy, After The Successful Debt Tender by Wavelength Asset Management
Microsoft-Nokia Deal Will Play Out Better Than Google-Motorola Deal by Syncopy Research
Soligenix: Advances Two Lead Programs Into Phase II Within One Week by Grant Zeng
ModernGraham Valuation Of Norfolk Southern by Benjamin Clark
Here's Why Microsoft's New Mobile Strategy Will Help It Overtake Apple In 3 Years by Mark Fidelman
Dollar General Is On The Right Track And Will Buy Back More Shares by The Investment Doctor
Apple May Earn $10 Billion In Added Revenue From The China Mobile Deal by Alex Cho
Goldman Sachs Removes Pfizer And Adds AbbVie To Its Conviction Buy List: Should You? by Mycroft
Short Ideas
With The SEC Launching An Inquiry Into J.C. Penney, It's Time To Know Your Options, Literally by Quoth the Raven
SPS Commerce: $1 Million In Earnings And A $1 Billion Valuation Don't Add Up by Marshall Hargrave
Dear NQ Mobile: Help Us Help You by Regal Point Capital
Intel Not Attractive At Current Level, Sees 20% Downside Risk by Gary Cheng
How Long Will Icahn Hold Herbalife? by Quoth the Raven
Tech IPO Underwriting Is The New Subprime by Suhail Capital
Hedge Fund Shorting NQ Mobile Not Planning On Covering Until Delisting by Goldbaum Research
Jamie Dimon's J.P. Morgan Writes Another Check For Cartel Activity by Don Dion
Bluebird Biotechnology Lock Up Expiration May Cause Stock To Land by Don Dion
Why The Bull Is Wrong On NQ Mobile And Muddy Water by Richard N. Davis
Does Michael Johnson Routinely Violate SEC Rule 10-b-5? by Matt Stewart
Progenics: Investors Should Remain Cautious Heading Into The Relistor Panel by Ben Yoffe
Quick Picks & Lists
Western Digital: Bullish Morgan Analyst Report Adds To This Year's Momentum by The Value Investor
Bank Of America Will Continue Its Rise by IAEResearch
Citigroup - Time To Take Profits by The Value Investor
What Do Analyst Upgrades And Coverage Mean For QuickLogic? by Joseph Dedvukaj
Fundamentally Attractive Biotechnology "Pick & Shovel" Companies by Joseph P. Porter
Morgan Stanley Analyst Cuts Accenture To Equal Weight, But I Strongly Disagree by Mycroft
Breakup Story: National-Oilwell Varco Is Going To Be A Breakout by Abba's Aces
Ford Assigns High Priority To These Emerging Markets For Growth by Ayush Singh
Now Is The Time To Load The Boat On DryShips by Giovanni DiMauro
Vodafone's Dividend Under Pressure After Completing The Verizon Wireless Deal by Pim Keulen
AbbVie - Unlike Goldman I Don't See AbbVie As A Conviction Buy by The Value Investor
Growing Generic Drug Sales Offers Hope Of Higher Margins For Walgreen by Trefis
Forest Laboratories: Merck's Saphris Acquisition Is A Good Move by Pharma Reports
The Best Value On Wal-Mart's Grocery Shelf Is Wal-Mart by Ex-Bingo Addict
Walt Disney Delivers In Time For The Holidays by Brett Chatz
Could IBM Be An Excellent Recovery Stock Next Year? by Steven Brown
Paired Trade: Long J.C. Penney Short Sears by Detroit Bear
The World Cup, A World Of Opportunity by Papa of Four
Online Real Estate Sector Update by Sramana Mitra
Apple Is On Fire by Bret Jensen
Cramer's Picks
Cramer's Lightning Round - Not Being Two-Faced About Facebook (12/5/13) by SA Editor Miriam Metzinger
Cramer's Mad Money - Don't Mess With Texas Capital Bank Shares (12/5/13) by SA Editor Miriam Metzinger
Fund Holdings
3 Smarter Strategies To Decipher 13Fs by Hedgemony
Insider Ownership
Manitok Energy: 5 Different Insiders Have Purchased Shares Since November 8 by Markus Aarnio
ARC Group Worldwide: 3 Different Insiders Have Purchased Shares Since November 19 by Markus Aarnio
Mid-America Apartment Communities: 3 Different Insiders Have Purchased Shares Since November 13 by Markus Aarnio
IPO Analysis
IPOs: Cinda Hot, Perfect World Not, Alibaba In London by Doug Young
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