martes, 28 de enero de 2014

Today’s articles on Investing Ideas

Stocks Moving From Top Ideas

On January 15, buysider Terry Lally laid out the bear case for software provider Healthstream, projecting decelerating revenue growth that would lead to 55% downside. Shares are -13.5% since. Read article »

Helix Investment Research saw substantial value in German bank Commerzbank back on November 1st, as long-held concerns surrounding shares began to fade. The stock is now +36.4% to date. Read article »

Long Ideas

Should You Buy The Buckle? by MagicDiligence

Special Situations Alert: Details Behind Why I Bought NuPathe Inc. by Jae Jun

Bank Of America: The Path To $2 Of EPS (And A $20+ Share Price) by Josh Arnold

Top Image: An Ideal Choice For Exposure To The Mobile-Payment Industry by Jonathan Landau

4 Reasons To Buy Freeport-McMoRan If Stock Drops Below $30 by Chris Lau

The CoreValve Battle: Medtronic Vs. Edwards Lifesciences by Peter Geschek

Hold On Until Coach Recovers by Blackstone Equity Research

L Brands - Things Just Got Cheap by Sean Chandler

The Coca-Cola Company: An Attractive Stock In The Beverage Industry by Blackstone Equity Research

Autodesk: A Different And Safer Way To Play The 3-D Printing Revolution by AtonRa Partners

eBay: An Undervalued Stock by Blackstone Equity Research

QWERTY BB10 Phones From Foxconn Can Revive BlackBerry by Almario Alexej Alcaraz

SunPower Has A Robust Fundamental Outlook by Joseph Zhu

Tesla's Pricing In China Is A Public Relations Win, But It May Not Guarantee Success by Alex Bird

Dean Foods: It Does A Value Investor Good by Kapitall

Agnico-Eagle Has Upside Potential by Equity Flux

Herbalife: Stiritz Poised To Get More Active by Seeking Profits

Verizon Communications: You Should Be A Buyer Now by Stock Gamer

Liberty Media's Quest For Sirius XM Rests In Evercore's Hands by Spencer Osborne

Sirius XM: Short Interest Rapidly Falling While Liberty's Triples by Stephen Faulkner

Portfolio Recovery Associates Robust Growth Should Continue For A While by Ashleigh Rogers

SM Energy: 3 For 3 In The Wolfcamp by Richard Zeits

Rosetta Resources: An Outlier With Big Shale Potential by Casey Hoerth

JGWPT Holdings - A Strong Moat In A Niche Industry With 50%-Plus Upside by KL Investment Partners

Is CBS Just The Beginning For Rentrak? by Gary Bourgeault

Power Solutions International Should See Solid Growth Going Forward If Regulations Don't Change by Robert Wagner

Dassault Aviation: Purveyor Of France by Confero

The Defense Department Did Not Order 80,000 BlackBerry Devices, Big Deal by George Kesarios

Tryst With Tesla by Shiv Kapoor

How Has Oracle's Server Division Fared Since Its Acquisition Of Sun Microsystems? by Trefis

Rig Your Returns With Transocean by Nicholas Lampros

Revisiting Solazyme, Part III: Putting The Plan In Motion by Kevin Quon

The Daily Journal Corporation: Recent Hype Around The Company's Marketable Securities Obscures Quiet Expansion Into Legal Software by ValueArtifex

The Long Case For Lannett by ONeil Trader

Arrowhead Research - Ground-Floor Opportunity Or Biotech Bubble Baby? by Stephen Simpson, CFA

JinkoSolar Sell-Off Provides Opportunity by Shareholders Unite

An In Depth Look At Silver Wheaton by Ben Kramer-Miller

Manitou Getting Its House In Order by Stephen Simpson, CFA

Prisa: Taking Some Chips Off The Table by Mike Arnold

Can Francesca's Turn A Corner In 2014? by Detroit Bear

The Ducks Are Lining Up For IntelGenx Bulls by Scientist on Stocks

Axis Capital Holdings: Reassuring Through Insurance On Insurance by AlphaStreetResearch

RBC: The Best Canadian Bank For Long-Term Investment by Victor Liang

Baidu: Focus On Mobile Search Market Share, Not SEC Posturing by Stone Fox Capital

Saab AB: Swedish Phoenix Rising by Confero

2014 Could Be The Breakout Year For Wave Systems Corp. by Fusion Investor

3-D Printer Arcam AB Will Give An Update On Their New Fast EBM Project Soon by German Value Investor

Enterprise Products Partners: 2 Projects That Will Generate Long-Term Value by Fusion Research

Petrofac: Strong Medium-Term Earnings Growth Despite Recent Project Delays by Junius

Could PCT Be NeoStem's Breakout Star? by Brian Nichols

National Oilwell Varco: Opportunities With Cleaner Fracking And FPSO by Fusion Research

Tesla Continues To Divide And Conquer by Quoth the Raven

Celsion Provides Encouraging Post-Hoc O/S Data From HEAT Trial by Quoth the Raven

Advanced Cell Technology: A Balanced Perspective Of Risk And Reward by JMY Investments

Shedding Some Light On Renewable Energy Trade Board: A Golden Opportunity In Solar by Shawn Kravetz

Untangling Ocwen's Free Cash Flows by Michael Spacey

A Cautious Strategy For Investing In Cisco Systems by Yueping Guo

Long Titan Energy Services: 7.5x P/E, 50% Growth & Tangible Long-Term Opportunities by Stock Cat

Where Will eBay's Growth Come From? by Sramana Mitra

RFMD Is Connecting The World by Jaret Wilson

Herbalife: Time To Hold Or Fold? by Kyle Spencer

Short Ideas

Quality Systems Is A Mess: Shares May Have More Room To Fall by Ashleigh Rogers

Is CannaVest's Sky-High Valuation Justified? by Rolling O Research

Can You Trade NQ Mobile's Uncertainty? by Quoth the Raven

Which Herbalife Long Will Blink First? by Matt Stewart

Sell The Caterpillar Rally by Seeking Profits

SolarCity: The Most Egregiously Overvalued Stock In The Nasdaq? by CDM Capital

Quick Picks & Lists

Biopharma Bottomfishing: Are Any Of These 3 Stocks Under $9 A Good Catch? by C.R. Jackson

The Acquisition Of Mills Pharmaceuticals Put Another Arrow In The Quiver Of Galena by MTF Investing

Zacks' Bull Of The Day: Conn's by Zacks Investment Research

For These Dry Shipping Stocks, The Ugly Crash Is Just Starting by The Specialist

Top 2013 Drug Approvals: Pharma Stocks by YCharts

Zacks' Bear Of The Day: Coach by Zacks Investment Research

Investing In Companies That Will Profit From The Growing Healthier Food Market by Glen S. Woods

Off The Beaten Path Stock Picks by Dan Strack

One Man's Trash Is Another Man's Cash by Nicholas Bodnar

ModernGraham Quarterly Valuation Of Wells Fargo Corp. by Benjamin Clark

A Few Reasons Why I Am Bullish On Vale S.A. by Adnan Riaz

Israeli Micro Caps Are On Fire by Youth Equity

5 Great Low P/E Companies To Research This Week by Benjamin Clark

Oracle: A Better Year Ahead In 2014 by Bret Jensen

What Best Buy's Demise Means For Apple, Samsung And Google by Chunka Mui

Banco Santander: 50%-Plus Upside In 3 Years by Nelson Alves

ModernGraham Quarterly Valuation Of U.S. Bancorp by Benjamin Clark

4 Small Caps That Soared But Are Still Undervalued by Jonathan Yates

Cramer's Picks

Cramer's Lightning Round - Mannkind Is Too Hot For The Touch (1/27/14) by SA Editor Miriam Metzinger

Cramer's Mad Money - We Are In Reset Mode (1/27/14) by SA Editor Miriam Metzinger

Fund Holdings

What A Fund Manager Of The Year Is Buying by YCharts

Insider Ownership

Apogee Enterprises: 8 Different Insiders Have Sold Shares During The Last 30 Days by Markus Aarnio

BB&T: 12 Different Insiders Have Sold Shares This Year by Markus Aarnio

IPO Analysis

U.S. IPO Recap: Care.com Tends To A Slow-Starting IPO Market by Renaissance Capital IPO Research

6 U.S. IPOs Planned For The Week Of January 27 by Renaissance Capital IPO Research

Dicerna Pharma IPO: Existing Stockholders Want To Buy Majority Of Deal by Don Dion

A New Home For New Home Company: Favorable Horizons For This IPO by Don Dion


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