Top Ideas
Despite Large Revenue Growth Splunk Is Overvalued
by ZNCapital
Editor's notes: A strategy to grow at any cost may end up costing shareholders. With profitability difficult to envision, shares of SPLK could fall substantially.
Danaos Corporation: Asymmetric Risk/Reward With Potential 200% Return
by Abdalla Al-ayrot
Editor's notes: With a relatively young fleet, and financial performance to improve following an end to derivative contracts, Danaos is set to deleverage and thrive. Shares could rise 200% over 2 years.
Northern Offshore: Improved Revenue Visibility Can Trigger More Than 55% Upside
by Street Smart Investor
Editor's notes: NOF.OL is likely to see double-digit revenue growth for the next two years yet it trades at a discounted valuation. Stock has 55% upside based on growth over the period.
Our Near-Term Bullish Call For Capstone Mining: $4 By Summer 2014
by Itinerant
Editor's notes: The coming release of an official and better-than-expected reserve estimate at a key mine will serve as a catalyst for CS.TO, leading to 50% upside.
Monster Worldwide: Either Way You Slice It, There's Still Upside Ahead
by Shaun Currie, CFA
Editor's notes: MWW's looming asset sale offers investors 40% upside, with an aggressive share buyback program providing a back-up plan to limit downside if the sale falls through.
Stocks Moving From Top Ideas
On Monday, BrooklynShorty called for trouble ahead at container leasing company TAL International, as the expiration of favorable leases would lead to dividend cuts, earnings misses, and a sharply lower share price. The stock is -14.3% to date. Read article »
On October 4, Whopper Investments predicted a turnaround at microcap medical equipment maker Pro-Dex which could lead to triple-digit upside. Shares are now +42.1% since his call. Read article »
Long Ideas
Sirius XM: A Closer Look At Fundamentals And Guidance by Crunching Numbers
Will Citigroup's Michael Corbat Come Through For Shareholders? by Bram de Haas
Intel: Understanding Intel by Russ Fischer
How Should You Play Micron Technology? by Christopher Salerno
BlackBerry: The Long-Term Picture by George Kesarios
Is Intel The Next Apple? by Charles Lewis Sizemore
Intel Might Disrupt Mobile With Intel Security Embedded Into Devices by Michael Blair
TMNG Global Is A Textbook Asymmetrical Special Situation by John Leonard
World Fuel Services: Another Bolt On Acquisition For This Growing Niche Player by The Value Investor
USA Technologies: An Undervalued Opportunity In An Underappreciated Market by The Behavioral Economist
Terra Nitrogen Poised To Rally Further by Chris Damas
Golden Queen Mining - The King Of Low-Cost Gold Miners? by The Investment Doctor
Stop Worrying About IBM's Revenues by Sean Weston
Merck Gets FDA Approval For New Formulation Of Isentress by Trefis
Mandalay Resources Is An Intriguing Speculative Gold And Silver Miner by Ben Kramer-Miller
ConocoPhillips: A Best Of Breed Energy Company by Seeking Profits
Liquid Natural Gas The Future Of Energy With Chevron Leading The Charge by Michael Grogan
Akamai: Q4 Could Be A Catalyst by William Meyers
More Catalysts On The Way For Spark by Mike Arnold
The Success Of Intercept Pharmaceuticals Is A Negative For Cumberland Pharmaceuticals by Paulo Santos
Petrobras's Refining Up 8% From A Year Ago, Stock Down 36% by Giovanni DiMauro
Green Mountain Coffee Roasters: The Fundamental King by Equities Lab
ModernGraham Valuation Of Bank Of New York Mellon by Benjamin Clark
Zacks' Bull Of The Day: Synaptics by Zacks Investment Research
Recent News At Durect Points To Bright Future by Jason Napodano
The McDonald's Upgrade Faces 2 Major Risks by Christopher F. Davis
Lululemon Athletica: A Good Investment For The Long Term. by Blackstone Equity Research
MSC Industrial Slowly Coiling The Spring by Stephen Simpson, CFA
Apollo Education Group: Turnaround In Play With Compelling Valuation by David Waldron
Berkshire Hathaway: Sum Of The Parts Suggests $100B Discount by RB Equity
Caterpillar: Dim Short Term Prospects But Bright Long Term Prospects by Balanced Investing
Rexahn's Replacement For Eli Lilly's Gemzar Enters New Clinical Trial by Sharon di Stefano
Kimberly Clark: Focusing On The Core Business by Cristina Tov
2014 Outlook: Can Marissa Mayer Continue Yahoo's Upward Trend? by El Torero
Vale: Undervalued But Risky by Lee Boy
Dumping McDonald's And Buying This Stock Can Boost Your Portfolio by Naman Shukla
Android Money Is Financing Microsoft's Lumia Phones And Tablets by Almario Alexej Alcaraz
Should You Sell On The Netflix Downgrade? by Quoth the Raven
Facebook Or Google? Maybe Choose Both by Michael Blair
Nobody Is Short Apple by Hedgemony
Capitalize On The Wealthy With This Stock by Alexander Valtsev
Bank Of America Will Continue Its Rise by IAEResearch
BlackBerry's Funeral May Have To Wait. It Seems To Have Returned From The Dead by Michael Blair
General Electric Well Positioned To Grow by IAEResearch
Ultratech Has To Deliver The Orders This Year by Stephen Simpson, CFA
Bioanalytical Systems: A Hidden Gem Among Profitable Biotech Companies by Sujan Lahiri
LeapFrog: My Best Small-Cap Idea For 2014 by Mario Squicciarini
What Will Be Driving Nokia In 2014? by Marsha Robe
ViryaNet: An Under The Radar Technology Gem's Cloud Transition Could Yield Significant Upside Potential by Tom Shaughnessy
Beam - An Attractive Investment Opportunity by Rahul Jaisingh
Astec Industries Is An Underplayed Investment On Infrastructure by Being Unordinary
Freeport-McMoRan Is A Solid Pick by IAEResearch
Our Top Idea: John B. Sanfilippo & Son - Significantly Undervalued And Underfollowed With Catalysts by Glyndon Park
ModernGraham Valuation Of Cigna Corporation by Benjamin Clark
Mulally Stays, Buy Ford by Detroit Bear
Lumpy Royalty Payments Are Masking CSP Inc.'s Improving Performance by Michael Bissell
2014 Prediction #5: Microsoft Tops $40 A Share by Bret Jensen
An Open Letter From Bulldog Investors, LLC To Kevin Landis Of Firsthand Technology Value Fund by Phillip Goldstein
A Real Opportunity Part 2: Real Goods Solar by The Opportunist
Nucor Vs. U.S. Steel, Why Nucor Might Be Better by Paul Boland
Organovo, The Missing Pieces by Stock Whisper
Aurora Oil & Gas Limited: Achieving The Same Amount Of Growth With Less Capital by Oil & Gas 360
SeaWorld: A Shamu-Sized Opportunity For Investors by Goudy Park Capital
Short Ideas
Microsoft: Promise Has Become A Problem by Bill Maurer
Apple Remains A Good Short by Michael Blair
Samsung And LG Could Eat Whirlpool's Lunch As The IoT Explodes In Home Appliances by Michael Blair
Veeva Systems Is A Valuation Outlier, Even Within The SaaS Bubble by AlphaBetter
YRC Worldwide And The December 'Financing Transactions' by Bookvalue Hunter
The Prisoner's Dilemma Demands Selling Twitter by Markos Kaminis
Growlife: What Are They Smoking? by Ryan Glover
Visa: Correction Is Needed In The Price by Blackstone Equity Research
Sears Holdings: A Turnaround Is Unlikely by Blackstone Equity Research
Why Chuy's Is Not The Next Chipotle by Asean Century
4 Reasons Why You Should Sell DryShips Right Now by Naman Shukla
History Could Repeat Itself At Hologic by SkyTides
Google May Be The Most Overrated Stock by Bill Maurer
ServiceNow: Widespread Mistakes In Analyst Share Counts Fuel Overvaluation by Kerrisdale Capital Management
Quick Picks & Lists
Buyout Picks In Healthcare For 2014 by EnhydrisPECorp
Vital Stem Cell Data And Development Coming In 2014 by Brian L. Wilson
Why GT Advanced Technologies' Sapphire Poses Little Threat To Corning's Gorilla Glass by Dan Strack
Investing In Oil Refinery Stocks: Trading The Spread by Oil and Gas Investments Bulletin
Riverbed Technology - In Play As Elliott Steps Up by The Value Investor
Are Generic Drug Stocks The Cure For A Hung-Over Health Care Market? by Cheryl Swanson
Undervalued Stock Of The Week: Navigant Consulting by Brad Kenagy
2014 Biotechnology Catalysts by Alexander Maxwell
iRobot Will Ride The Robotics Trend In 2014 by Andre Waldron
Forxiga Approval Should Be Boon For AstraZeneca And Bristol-Myers Squibb by J.J. McGrath
SandRidge - Sale, Deleveraging And Focus Increase Long-Term Appeal by The Value Investor
DryShips: Hit The Emergency Exit by Quoth the Raven
Google Glass Opens Profitable Opportunities For Himax Technologies, Infinity AR, And Glu Mobile by Johnny Duncan
Will Broadcom Turn Around In 2014? by Vinay Kumar Singh
2 Stocks That Can Boost Your Portfolio by Naman Shukla
On Trading: Appending My Trading Set - The Case For Dropping J.C. Penney by Nasser Khraishi
Why You Should Dump Whole Foods Market by Naman Shukla
American Short Line Railroads - 1 To Buy 2 To Watch And 3 To Forget About by Investor RockieK
Ford Is Ready To Move Higher by Bret Jensen
3 Stocks With Incredible Fundamentals by Marwood Capital
Top 10 Picks Return 41.2% In 2013: Predictions For The Future by Chris Katje
2013 Performance And 2014 Updates by DAG1996
Cisco CEO Highlights The 'Internet Of Things'; We Focus On RFID Plays Avery Dennison, Zebra Tech by AtonRa Partners
Healthcare Picks By Drug Type In 2014 by EnhydrisPECorp
Analysts Are Not Always Right: Buy These 2 Stocks Now by Morgan Myrmo
Why Investors Should Be Constantly Monitoring These Stocks by Profit Confidential
Capitalizing On Cannabis: Don't Get Caught In A 'Green Crush' by Alan Brochstein
Cramer's Picks
Cramer's Lightning Round - The Transition To Natural Gas Is Not Happening Fast Enough (1/9/14) by SA Editor Miriam Metzinger
Cramer's Mad Money - A Tale Of 2 Recent IPOs (1/9/14) by SA Editor Miriam Metzinger
Insider Ownership
Analog Devices: 6 Different Insiders Have Sold Shares During The Last 30 Days by Markus Aarnio
IPO Analysis
GlycoMimetics IPO Kicks Off 2014 IPO Action by Don Dion
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