Top Ideas
Crédit Agricole: Farming Double-Digit Returns At France's Largest Bank
by Helix Investment Research
Editor's notes: A byzantine ownership structure has caused ACA.PA to trade at a discount to peers. But with sovereign debt exposure lessening and retail profits growing, shares should see 30% upside.
The LGL Group's Strategic Review Warrants A Second Look
by Whopper Investments
Editor's notes: With significant cash and assets on the books and several parties interested in acquiring the company, LGL looks very cheap at current levels. 50% upside possible.
Versar: Buy This Boring Stock For Superior Return
by Igor Novgorodtsev
Editor's notes: With a focus on margins, this project management company should thrive as its order backlog starts to be realized. Shares of VSR could rise more than 50%.
Nutrisystem: For A Jump On Your New Year's Resolution Get An Early Gift For 2014
by Careful Investor
Editor's notes: NTRI's expanding approach to its weight-loss programs could leave investors in good shape for 2014. Buysider Careful Investor sees at least 33% upside in the company.
Baltic Trading Limited: A Quick Double If Shipping Rates Cooperate
by Michael A. Williams
Editor's notes: As the shipping industry continues to recover, BALT has the positional advantage of a stronger balance sheet and higher leverage to the spot market than most. Shares are attractive.
Tesaro Offers Excellent Risk-Reward: Market Overreacted To Weaker-Than-Expected Data
by Buddy Lyons, CFA
Editor's notes: Disappointing phase III trial results don't change the fact that Rolapitant remains set to be an approved and successful drug. Shares could rebound 100%.
Long EMCOR. Recent Results Cloud Bright Future.
by Alpha Gen Capital
Editor's notes: Recovery in core markets and a strategic acquisition bode well for this industrial company. The market is under-appreciating this, and shares of EME have 25% upside.
Long Ideas
Google, Apple Entering The Automotive Market: A Real Threat For Garmin? by Pim Keulen
Why Engine Capital Is Wrong On LSB Industries by Chris Damas
Why You Should Sell Family Dollar And Dollar Tree To Buy This Dollar Store by Naman Shukla
Barrick Gold In 2014: At The Bottom With A Bear by Raja Sekhar
Intel Does The Unthinkable by Ashraf Eassa
Come 2014 And Electric Utility Big Boys Face Competition From A Minnow by Awais Malik
On Moxie, Oxytocin, And Shkreli: The Case For Retrophin by Suresh Gupta
Why Google Continues To Have Significant Upside by Valuentum
Intel Has 'Significant Connections Into Samsung' by Ashraf Eassa
Ubisoft: The Video Game Company I'm Adding To My Portfolio In 2014 by Chris Katje
Rhino Resource Partners: New Leadership, New Strategy? by John Austerman
Profit From The American Oil Boom With National Oilwell Varco by Value Trap Blog
First Solar: The Year In Review by Trefis
J.C. Penney: Valuation Perspectives On A Battleground Stock by Blue Ridge Buffettologist
Erba Diagnostics: This Low Float Stock Is Ready To Fly by Charles Fox
Seagate's Xyratex Acquisition Targets The Enterprise Storage Hardware Segment by Trefis
Higher F-35 Margins Will Help Offset Impact From Budget Cuts In Lockheed's 2014 Results by Trefis
Textura: A Late Christmas Gift by Goudy Park Capital
CorMedix: An Interesting Play In The Catheter Care Space by Wall Street Teacher
Why Western Digital May Have 61.7% Upside From Current Levels by Alex Cho
Costco Is Undervalued by Blackstone Equity Research
IBM Could Be Set For A Near-Term Rebound by Bottom Up Investing
ModernGraham Valuation Of Motorola Solutions Inc. by Benjamin Clark
Microsoft's Stealth Strategy For Mobile Should Pay Off In 2014 by Michael Blair
Superchargers As A Profit Center For Tesla by Siddharth Dalal
Atlantic Power Preferred by Christian Alpers
Athersys: An In-Depth Look At Its Therapies And Future Potential by John Damerow
Implant Sciences: The 30-Year-Old Virgin Grows-Up. by Sully
Start 2014 With An Opportunity In Vietnam by Katchum
Nokia Is Well Positioned To Grow In The Future by IAEResearch
Micron's Server Revolution by Jaret Wilson
eBay: A Value Buy At Current Price Levels by Amigobulls
Italian Fiat Owns Majority Stake Of Profitable Chrysler But Motivated To Downplay Its Value by Bram de Haas
JCP: What To Look For In 2014 by Dante's Investing Ideas
Daqo New Energy Is Being Polysilicon Cost Leader by Joseph Zhu
Looking For Large Upside? Invest In Online Poker With Today's Weakness With MGT by Christopher F. Davis
Verizon: Focused On Advanced LTE And Content by Gabe Ortt
3 Things I Want From Celsion In 2014 by Quoth the Raven
Valero: A Growth Investment by Cristina Tov
The 2 Real Threats To The Future Of Berkshire Hathaway (And Its Defense Against Them) by Jim Sloan
NQ Mobile: When Emotion Trumps Reason, Opportunity Arises by Dave Kelly
Alliance Resource Partners LP: A Coal Stock Worth Buying Now by Stan Stafford
Intel Shorts Are In Trouble by Ashraf Eassa
Sophiris Bio: Recent Price Action Offers An Attractive Entry Point by The Behavioral Economist
Sirius XM - Google Is Becoming A Huge Threat by Rizzi Capital
Whistler Blackcomb Is Poised To Surprise. At Least 10% Upside In Five Weeks by Maik Schwäbe
3 Reasons To Buy Cliffs Natural Resources by Paul Boland
Global Payments: Security Cost Concerns Are Overdone, Company's Franchise Looks Durable Especially Given International Expansion by Ashleigh Rogers
Huntington-Ingalls Is Up 58% Since We Wrote About It In June, And It's Still Attractive by Northrop Puckett
TeleTech Holdings Is Making A Valid Transition Beyond The Call Center Business by Marshall Hargrave
2014 Prediction #2: Apple Hits $650 A Share by Bret Jensen
Promotora De Informaciones: Spanish Media Giant At 77% Discount To Book Value by Cowboy Investing
Cellular Therapy: Representing The Paradigm Shift In Healthcare by Stock Whisper
ModernGraham Valuation Of Schlumberger Ltd. by Benjamin Clark
Short Ideas
Microsoft Windows Lies Between Scylla And Charybdis by Sneha Shah
Short Netflix On Amazon Prime Success by PTSD Trader
Apple In India - The 'Mercedes' Argument Does Not Make Sense by Sneha Shah
Facebook Paid Too Much For Instagram by Kofi Bofah
A Sweet Time To Sell NetSuite by Kevin Flynn
This Bull Is Dead Wrong On Pandora by Quoth the Raven
Crocs: Missing The Big Picture by Bill Maurer
Blackfish Dunks Seaworld In The Pool Of Public Opinion by Brooklynvestor
HII Technologies: An Over-Heated Stock With 36% And Possibly Much More Downside Risk by SkyTides
Frisch's Big Boy Doesn't Look So Tasty by Asean Century
Ruby Tuesday Is An Avoid Or Short Into Earnings by Quoth the Raven
Quick Picks & Lists
2013 Wrap-Up And Trading Set Review - Part III by Nasser Khraishi
2013 Wrap-Up And Trading Set Review - Part II by Nasser Khraishi
2013 World-Wide Credit Risk Winners And Losers by Donald van Deventer
After Hours Surprise From DryShips by Giovanni DiMauro
A Glance At Our Winners And Losers In 2013 by PropThink
The 4 Worst Stocks For 2014 by Nathan Brooks
Activision's Call Of Duty Is The Biggest Gainer From The Holiday Season by Trefis
Are Tweet Ads Fads? My Personal Story by Hedgemony
Will This Fast-Growing Market Drive Ford's Growth? by Naman Shukla
Has T-Mobile Poisoned The Well For The Other Mobile Carriers? by SmartStops
Zacks' Bull Of The Day: Outerwall by Zacks Investment Research
Zacks' Bear Of The Day: Edwards Lifesciences by Zacks Investment Research
2013 - My Toughest Year As A Money Manager by William Koldus, CFA, CAIA
Best Stocks For 2014: The Gs by Stone Fox Capital
3 Automotive Stocks In The Fast Lane For 2014 by Kapitall
7 More Attractive Trades For 2014 by Quoth the Raven
Four Stocks That Can Double In 2014 by The Oxen Group
Monsanto: Many Reasons To Buy, But Still One Problem by Adnan Riaz
Insider Ownership
Kodiak Oil & Gas: 3 Different Insiders Have Sold Shares This Month by Markus Aarnio
Compuware: 7 Different Insiders Have Sold Shares This Month by Markus Aarnio
Fifth Street Finance: More Insider Buying Bodes Well For This 11% Yielder by Hawkinvest
RealPage: 3 Different Insiders Have Sold Shares This Month by Markus Aarnio
IPO Analysis
How Much Should Twitter Be Worth And Should You Invest In It? by Victor Liang
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