jueves, 2 de enero de 2014

Today’s articles on Investing Ideas

Top Ideas

Rebuttal: Crystal Rock Holdings: Almost 100 Years! (And Counting)
by Intangible Valuation

Editor's notes: Temporarily elevated costs and an above-market interest rate on debt mask the true profitability of CRVP. Shares could rally 60%.

Stocks Moving From Top Ideas

On December 18, Saj Karsan highlighted Canadian telecom provider Tellza as a source of undiscovered growth at a very cheap price. The stock is +38.5% to date. Read article »

The Critical Investor called out Tasman Metals as the best way to play the rare earths space on October 15. Shares are now +48.5% to date. Read article »

Long Ideas

Alcatel-Lucent: Selling Will Not Be A Wise Decision by IAEResearch

Intel Reverses Premium PC Strategy In Tablets By Targeting Lower End Processor Segment by Sneha Shah

Skullcandy - Slightly Optimistic On Relative Cheap Valuation by The Value Investor

Against The Tide, Can BlackBerry Turn Things Around In 2014? by El Torero

STR Holdings - A 'Cigar Butt' Worth Several More Puffs by Houman Tamaddon

Intel: How A Dual Core Will 'Beat' A Quad Core by Ashraf Eassa

LinkedIn: What Is Hidden Behind The Losses? by Balanced Investing

Cisco Systems: Undervalued With Strong Fundamentals, But Is It A Buy? by Jeff Williams

ModernGraham Valuation Of Coach Inc. by Benjamin Clark

3 Reasons To Buy Alcatel-Lucent In 2014 by Tech Vestor

iTV Will Boost Apple by Tech Vestor

Bullish On Tumi: Take-Off In 2014 With 30% Upside Potential by Pendulum

Intel Inside Apple: Macs Now, Tablets Later by Almario Alexej Alcaraz

Swift Energy - Making A 'Swift' Transition From Natural Gas To Oil by AlphaStreetResearch

Federal-Mogul: Carl Icahn At The Wheel And 40% Upside Potential As Europe Rebounds by Pendulum

The New And Improved Klondex Mines Is Highly Undervalued by Ben Kramer-Miller

Fibrocell Science: An Attractive Healthcare Investment by Biomed Group

Hawaiian Holdings: Bigger Gains Ahead In Paradise by Stone Fox Capital

Calix: The Local Telco's Favorite by Bruce Pile

City National Corp: The Other 'City Bank' Has Excellent Fundamentals But A Rich Valuation by Ashleigh Rogers

Amazon's PR Genius by Benedict Evans

The Enduring Nature Of 'Saving Mr. Banks' by Smead Capital Management

Short Ideas

BlackBerry's Foxconn Partnership - A Match Made In Heaven Or Hell? by Sneha Shah

Sirius XM: Paying A King's Ransom For The Widest Of Moats by Nathan Brooks

BlackBerry: How Much Worse? by Bill Maurer

Athena - The Bubble Might Burst Soon by Varadharajan Ragunathan

Quick Picks & Lists

Great Companies That Can Outperform The S&P 500 by Victor Liang

This Simple Stock Strategy Crushed The Market In 2013 by MagicDiligence

Is Oracle Cooling Down, Or Is A Catalyst Needed? by Prescient Investment Analysis

Which ADRs Are The Most Widely Held? by David Hunkar

Which Is A Good Stock To Buy: General Electric Or 3M? by Alpha 7 Trading

The Pros Pick 4 Solar Stocks For 2014 by Tom Konrad

2014 Investment Themes And Ideas by Michael Blair

2013 Was Great! Are There Any Bargains Left For 2014? (Part II) by Joseph L. Shaefer

Despite The Threat Of Regulations, E-Cigarettes Are Still The Ticket To Growth by Scott Moll

Year End Portfolio Review 2013 by Anthony Grossi

My 2nd Half 2013 PIPCO Analysis In Review: 2014 Lining Up For A Big Year by IP Hawk

Dogging The Markets: End-Of-Year Update by Joseph P. Porter

3 Highly Promising Contrarian Investments That Could See Outsized Returns In 2014 by Achilles Research

ModernGraham Valuation Of Suburban Propane Partners LP by Benjamin Clark

Insider Ownership

Kulicke And Soffa Industries: 3 Different Insiders Have Sold Shares During The Last 30 Days by Markus Aarnio


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