Alpha-Rich Ideas
Cosan's Value Is Worth The Hassle
by Stephen Simpson, CFA
Editor's notes: CZZ will grow revenues and profits at sustained high rates. Wall Street's concerns about corporate structure and regulatory risk have left the firm with possible upside of 40%.
Altisource Asset Management: Significant Mispricing
by Paulo Santos
Editor's notes: AAMC's optionality in the business of RESI doesn't validate its current market value from a risk-reward standpoint. There appears to be at least 35% downside.
West Marine Is Close To Tangible Book, And On The Move With 80% Upside Remaining
by Carbondale Capital
Editor's notes: This best-of-breed company in the out-of-favor boating industry is positioned well for a recovery. Investment Partnership Carbondale Capital suggests navigating to WMAR.
Gyrodyne Could Make For A Tasty Liquidation Play
by Whopper Investments
Editor's notes: The end might be in sight for Gyrodyne, but that doesn't mean there isn't a meaningful play on this stock. GYRO is a low-risk investment with potential for material upside.
Breaking Alpha-Rich Ideas (for PRO Subscribers) Learn more »
This Company Is The Real Deal From The International Energy Patch by Value Digger
Significant Catalysts Ahead For This Company by Mike Arnold
Cosan's Value Is Worth The Hassle by Stephen Simpson, CFA
Altisource Asset Management: Significant Mispricing by Paulo Santos
Long Ideas
Can We Estimate The Size Of Tesla's Backlog And Current Demand? by Jacob Steinberg
Eastman Chemical: A Global Recovery Growth Play With 40% Upside by Joseph Harry
3 Ways To Increase Shareholder Value At Best Buy by Industrials Trader
Why AT&T Still Has Potential by Henry Stokman
Investors Afraid To Buy Into Chinese Internet Stocks Missing Out On Great Future Gains by Edward Vranic
Erie Indemnity: This Complicated Company Is Worth Understanding by ValueArtifex
General Motors Takes The Lead In 2013 by Bespoke Investment Group
Orbital: Sky Is The Limit by Alpha Strategist
Barrick Gold - Still Offering More Gold To Its Shareholders by Apex Financial Consultants
McDonald's: Ready To Take Stand Against Industry Trends by Blackstone Equity Research
Finjan: A New Investment Opportunity In Intellectual Property by Jake Mitchell
Is Alexander Energy The Next Magnum Hunter Or Halcon? by Josh Young
Reliance Steel And Aluminum: A Performer In A Weak Environment by Hamlet Capital
Ballantyne Strong: Turnaround Upside With Risk Mitigated By Cash And Assets by Bram de Haas
TiVo Shares Look Undervalued With Growing Subscribers And Future Patent Litigation Cash by Chris Katje
AngioDynamics Turned The Corner, Solid Growth Ahead by Andy Batts
Argan's High EBIT Margin, Cash Rich Balance Sheet, And Minimal Debt Boost Upside Potential by Derek Chipman
Dunkin' Deserves A $48 Price As Fundamentals Look Solid by Trefis
Engility Is An Undervalued And Overlooked Spin Off by John Leonard
Belviq Sales During The Holiday Week by Spencer Osborne
Is Annaly A Wise Investment At 52-Week Low? by Marsha Robe
Ford: EcoBoost Will Also Boost The Stock Price by Balanced Investing
Intel's Broxton Die Size Revealed by Ashraf Eassa
Do Your Stocks Pass My Filter System As Well As This One? by Bill Gunderson
The Intel Memory Strategy That Could Win Mobile by Ed McKernan
Why National Beverage Might Have Just Become The Most Exciting 'Special Situation' Story In The Stock Market by Nat Stewart
Don't Panic Over Sandstorm Gold And The Colussus Deal by Christopher F. Davis
Boston Scientific - Time To Be Cautious As Shares Have Doubled This Year by The Value Investor
Google's Next Android(s) by Mark Hibben
J.C.Penney: A Better Risk Reward At $8 Than $6 by Dante's Investing Ideas
Oasis Petroleum: Big Bakken Player Is On Sale by Bret Jensen
A Peek Into Chesapeake's Valuation by Balanced Investing
U.S. Bancorp - Great Bank, Trading At A Great Premium To Tangible Book Value by The Value Investor
Stryker: A Great Business At A Fair Price by Jatin D. Shah
Change Is Coming To Tredegar by Marshall Hargrave
Should You Buy Krispy Kreme Doughnuts After Its Crash? by The Investment Doctor
AeroVironment: Transforming Military UAVs Into Mailmen? by Todd Campbell
ReneSola: A Slow Pitch Down The Middle by Andy Zelenak
Wells Fargo Vs. Small Community Banks by John Huber
More Catalysts For MannKind by Stock Whisper
What BlackBerry Can Learn From The President by Quoth the Raven
FormFactor Hoping That SoCs Drive A New Leg Of Growth by Stephen Simpson, CFA
Myriad Genetics: Is The Clerk Giving You A Buying Opportunity? by Paulo Santos
Nelnet: An Investment To Hedge Increasing Education Costs by David Zanoni
Simple Investment With Simplicity Bancorp by McDuck Capital
BHP Billiton: Growing With The Chinese Demand by Gabe Ortt
For Oil And Gas Servicing, I Like Halliburton by John Mylant
Best Buy Is A Great Buy For Your Long-Term Portfolio by Jayson Derrick
3D Systems Is Overvalued At Current Price Levels by IAEResearch
BlackBerry's Death Has Been Greatly Exaggerated by Nathan Brooks
Chevron: The Present Story by Balanced Investing
Yelp Is Madly Overvalued Even After The Correction by Jacob Steinberg
Is IBM The Apple Of Enterprise Computing? by Early Retiree
Short Ideas
Zacks' Bull Of The Day: Blucora by Zacks Investment Research
Time To Filter Polypore Out Of Your Portfolio by Tom Shaughnessy
Will Lumber Liquidators Holdings Fall Through The Floor? by Retail Maven
4 Fairy Tales That Questcor Longs Believe by Quoth the Raven
Barron's Doubles Down On Approach Resources Despite Poor Well Results And Valuation by Josh Young
Forest Oil: Strategic Challenges Remain by Richard Zeits
Sell The Intel Upgrade by Seeking Profits
DreamWorks: Take Some Chips Off After Stock Price Surge by Bram de Haas
Quick Picks & Lists
Micron's Strong Tailwinds Might Help It Achieve A New 52-week High by Leah Frakes
Ship Finance - More Majestic Ocean Greyhounds by Investor RockieK
Undervalued Stock Of The Week: Oasis Petroleum by Brad Kenagy
Why Gamble On P&G? by Leah Frakes
Slow Growth Continues For The Buckle by Andrew Heyl
Do Not Short Apple Stock by Kofi Bofah
Facebook, Priceline.com Loved; Twitter, Netflix Hated By Analysts by Bespoke Investment Group
Concur: A Good Model, But Still No Profits by Sramana Mitra
Abercrombie & Fitch Investor Engaged Capital Demands The Change Of CEO by Trefis
Why Quant. Funds Expect Finisar To Drift Higher After The Market Opens by Leigh Drogen
Tough Week For Standard Chartered, More Trouble Ahead by Pim Keulen
3 Reasons Why Apple Is Heading Lower by Stock Traders Daily
SodaStream Is A Buy If Support Holds by Stock Traders Daily
iPhone Finally Coming To China Mobile by Doug Young
Elephant Talk: An Explosive Revenue Growth Story With Bullish Technicals by Fusion Investor
Fund Holdings
Whale Watching: Interesting Stocks From Oaktree Capital Management's Third Quarter Holdings by Hebba Investments
Did Kyle Bass Sell J.C. Penney Prematurely? by Cowboy Investing
Insider Ownership
Are Insiders Telling Us Not To Buy Tesla Now? by Big Alpha Research
IPO Analysis
Gogo Lock Up Expiration Provides Shorting Opportunity by Don Dion
Why are you receiving this? You subscribed to Investing Ideas at Seeking Alpha.
Unsubscribe from this email or manage all your Seeking Alpha email choices here.
To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
No hay comentarios:
Publicar un comentario