Stocks Moving From Top Ideas
Buysider Igor Novgorodtsev called Internet security specialist Commtouch a compelling acquisition target in late December, as its own string of acquisitions were finally being integrated, re-making the company as a high-margin cloud play. Shares are +31% since. Read article »
On October 2, Unconventional Capital Wisdom told investors to forget Prem Watsa's interest in BlackBerry and instead follow his large stake in Resolute Forest Products. RFP has easily outpaced the gains in Watsa's more well-known position, and is now +40.7% to date. Read article »
Long Ideas
CYREN: An Israeli Cyber-Security Company With Growing Revenue, A New Cloud Product by Smallcaps With Attitude
Actinium: Cash In The Bank And Catalysts Ahead by Tech Guru
Apple Can't Fix Its Biggest Problem by Bill Maurer
Emerson Electric - A Price Hike Is Definitely Expected by Alpha Strategist
Seadrill Looks Attractive After Correction by Economics Fanatic
Hedge Funds Continue To Purchase Big Stakes In NQ Mobile: Are You Capitalizing On This Big Opportunity? by Justin Giles
Exploring Pixelworks' Positioning In Depth by Mark Gomes
Intel: Upside Potential by Russ Fischer
No Worries, I'll Buy More BlackBerry At $8 Or $9 by Achilles Research
Amazon: Recent Plunge Presents A Rare Buying Opportunity by Stock Gamer
Go Global For The Class In Brass by Looking For Diogenes
Can Microsoft Fire Bill Gates? by Kyle Spencer
Arena Investors Look To Eisai Quarterly Report by Spencer Osborne
Cytec Industries: A Great Fourth Quarter Positions The Company Well For 2014 by Asean Century
Profit From Rising Gold Prices With Lake Shore by Power Hedge
33% Upside To This Overlooked Specialty Financier by Larry Meyers
NTELOS Holdings Faces Competitive Pressures But Carries A Great Yield by Ashleigh Rogers
Get Ready For Takeoff With High-Flying Stock Delta Air Lines by Jack Novak
Lear Corporation: Recent Drop Unwarranted After Recent Results Illustrate Improving Fundamentals by Christopher Bayliss
Pharmacyclics: Facts Behind $10B Market Cap by YCharts
Investing In The Sweet And Potentially Lucrative Stevia Pie by Ang Nguyen
The Chemokine Concept by Herbert Samuel Jennings
A Look At Qualcomm's Intrinsic Value by Valuentum
AudioCodes: Gross Margin Expansion Makes It Takeover-Ready by Josh Franklin
Another Good Quarter Builds Bull Case For Google by Steve Birenberg
A China-Focused Furniture Maker That's Sitting Pretty by John Persinos
Bank Of America Trucks Through The Muck by Quoth the Raven
Nokia And The Graphene Opportunity by AtonRa Partners
Cash America International's Stock Is Going Higher by Fast Weekly
What Amazon Can Teach Us About Five Below by David Zanoni
Addiction, Africa, And Dividends: The Case For Philip Morris by Andrew Borenzweig
Intel: The Next Quarter Will Be Rough by Ashraf Eassa
Facebook: Bulls On Parade by Andre Waldron
BlackBerry's Next Phone Code Named 'Jakarta' by George Kesarios
Inovio IL-33 Results Provide Further Validation Of Platform by Tech Guru
Valero Energy: An Undervalued Refinery Play With Outstanding Long-Term Prospects by Achilles Research
A Red Flag At Microsoft? by John M. Mason
Sberbank - Russia's Leading Bank by Justin Grant
Bullish On Michael Kors Into Earnings by Quoth the Raven
QuickLogic And Sensor Hubs by Russ Fischer
Urban Outfitters Is Lucky It Owns Anthropologie And Free People by Steven Demmler
A Comprehensive Look At Athersys by U.S. Biotech Investor
VAALCO Energy: Underperformer With Minimal Downside by Radi Sultan
RenaissanceRe Holdings: As Exciting As Boring Gets by AlphaStreetResearch
The Leukemia Race: Gilead Vs. Johnson & Johnson, Roche by Peter Geschek
DirecTV Debt And Liabilities Analysis by FAF Research
Still Our Top Idea: Modest Increase In John B Sanfilippo Valuation by Glyndon Park
Yahoo Should Acquire Airpush by Sramana Mitra
Short Ideas
Apple's Sell-Off Is An Opportunity... To Sell by Josh Arnold
NeoPhotonics: This Company Is Food For Bears by Bottom Up Investing
Short Sprint As AT&T Cuts Prices by Sammy Pollack
ARM Holdings Share Price Has Likely Peaked by Michael Blair
Golden Star Is A Sure Short Miner by Equity Flux
Preventative Portfolio-Care Solutions: WebMD Overvalued by Niko Kotoulas
Short Millennial Media Ahead Of Massive Selling Expected Starting This Week by TradingNotes
3 Reasons To Avoid IBM by Chris Lau
CGI Group: Can You Trust CGI's Book-To-Bill? Why Are Cash Flows Weak? (Part 3) by Reid D. Notes
Dow Chemical's Risky Gambit by Tsachy Mishal
Herbalife's Shaky Ground Disguised As Good News? by Quoth the Raven
Why Stratasys' Valuation Bubble Will Pop In 2014 by Tyler Benster
Herbalife Convertible Debt Deal Screams Risk-LBO Dead by Matt Stewart
Facebook Won't Repeat Its One-Time Gains by Joel West
Latest Quarterly Miss Only Reinforces The Fact That Amazon Is Wildly Overvalued by Asymmetrical Investing
Quick Picks & Lists
Could This Thousand-Dollar Stock Be A Bargain? by Profit Confidential
Takeaways From TAL Education Group's Lively January by Alex Bird
Union Pacific Just Keeps Chugging Along by Payal Gupta
ModernGraham Quarterly Valuation Of Harman International Industries by Benjamin Clark
Why MasterCard Is Still The Master Of Its Industry by Henry Stokman
Abercrombie & Fitch Limits CEO's Responsibilities And Eliminates Its Poison Pill Plan by Trefis
Trying To Find The Next Great Microcap? by Ian Cassel
Will Starbucks' Investors Flip When Coffee Prices Go Up Again? by Valuentum
ModernGraham Quarterly Valuation Of Gannett Co. Inc. by Benjamin Clark
Union Pacific's Future On Track by Valuentum
Risk And Cycles: Looking At Buybacks, Debt, Cash by YCharts
Contract Manufacturing: Often Ignored, But Potentially Profitable by Stock Investor
Revenue Growth + Sane Valuation: Making A List by YCharts
Apple Building Out Their Own CDN To Deliver Content To Consumers by Dan Rayburn
Poised To Triple Portfolio Updates by Mark Gomes
2 Gold Miners Shine In Latest Barron's Roundtable by Bret Jensen
Should An Investor Remain Vested With Tiffany & Co. Or Move On? by Retail Maven
Cramer's Picks
Cramer's Mad Money - 10 Reasons Stocks Were Hit Hard (2/3/14) by SA Editor Miriam Metzinger
Fund Holdings
Dumb Investment Of The Week: Socially Responsible Investing by Ben Strubel
Insider Ownership
Skyworks Solutions: 3 Different Insiders Have Sold Shares This Year by Markus Aarnio
F.N.B. Corporation: 3 Different Insiders Have Purchased Shares This Year by Markus Aarnio
SanDisk: 4 Different Insiders Have Sold Shares This Year by Markus Aarnio
IPO Analysis
Auspex Pharmaceuticals IPO More Auspicious Than It Sounds by Don Dion
Continental Building Products IPO Should Be Avoided At $16 To $18 by Don Dion
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