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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