domingo, 8 de diciembre de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Look No Further: Chinook Energy Is The Real Deal From The International Energy Patch
by Value Digger

Editor's notes: A thorough investigation of CNKEF has identified a large gap between stock price and NAV. Potential asset sales could unleash value.

Prisa: Significant Catalysts Ahead
by Mike Arnold

Editor's notes: Asset sales and reduced capital structure complexity will cater to shareholders' appeal. Risk-tolerant investors should consider Promotora de Informaciones.

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Look No Further: Chinook Energy Is The Real Deal From The International Energy Patch by Value Digger

Prisa: Significant Catalysts Ahead by Mike Arnold

Cosan's Value Is Worth The Hassle by Stephen Simpson, CFA

Altisource Asset Management: Significant Mispricing by Paulo Santos

Long Ideas

Demand Media: Down But Not Out by Amod Saul

Acxiom: A Renewed Focus And Share Buybacks Will Drive Shares Higher by Marshall Hargrave

Ubiquiti Networks: Another Big Year Ahead, Get In Now On The Short Term Sell-Off by Matthew Dow

Arena Eyes Additional Opportunity With Belviq by Spencer Osborne

Frontier: The Best Of The Lot With Significant Price Appreciation Potential by Equity Watch

Short Ideas

Plug Power: A History Of Over-Promising And Under-Delivering by Phillip Lyon

Steel Dynamics: Mediocre Performance And Unrealistic Estimates by Hamlet Capital

Qualcomm May Follow Apple South As iPhone Volumes Decline In 2014 And Beyond by Michael Blair

Quick Picks & Lists

Ulta Salon - Sell-Off Is Warranted Based On Structural Slower Earnings Growth by The Value Investor

Koppers: A Value Priced Chemical Company With A Formula For Success by Kapitall

Boeing - Production Ramp Up Boosts Shares And Analysts Expectations by The Value Investor

Cramer's Picks

Cramer's Lightning Round - Cloud Stocks Are Under A Cloud (12/6/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - 8 Earnings To Watch In The Week Ahead (12/6/13) by SA Editor Miriam Metzinger

Insider Ownership

Parallel Energy Trust: 3 Different Insiders Have Purchased Shares Since November 13 by Markus Aarnio


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