Top Ideas
RPC, Inc: Well-Positioned For Increased Completion Activity
by Nassarius Capital
Editor's notes: Unconventional drilling in two key plays should increase utilization and pricing power for service providers, boosting margins and earnings at RES and creating 25-30% upside.
Why Lantronix Could See Multiples Of Its Current Price
by Inefficient Market
Editor's notes: Trading at 1.5X book value and 0.5X sales, LTRX is very inexpensive despite a huge addressable market and rapid growth. More than 100% upside is possible.
Energy Recovery Inc.: The Little Company With The Big Technology
by Chris Bunge
Editor's notes: The sale of its first state-of-the-art system is just the beginning for ERII. This sector laggard is approaching profitability and a recovery in the share price.
Energy Recovery Inc.: Look For Better Second Half And 2015
by Cabeza Howe
Editor's notes: Shareholder optimism has wilted amid inconsistent results and forecasts. Investors would be wise to recognize the lumpy nature of the desalination industry, and expect a medium-term recovery in ERII.
Genesis Land Development: A Corporate Governance Led Turnaround In Progress
by Mike Arnold
Editor's notes: Efforts to unleash evident value between NAV and market value have begun to take place. Even at a conservative discount, shares should trade 35% higher.
Beneficial Mutual Bancorp: Upcoming 2nd-Step Conversion Offers Dillinger-Esque Returns
by Unconventional Capital Wisdom
Editor's notes: Confusion surrounding the valuation dynamics of the partial transformation from Mutual to Stock has left BNCL undervalued. Patient investors willing to wait through the process are likely to be handsomely rewarded.
Stocks Moving From Top Ideas
On December 4, Brian Smith Jr. recommended that investors turn down the dance music and short concert promoter SFX Entertainment, which was seeing an unrealistic valuation and an expiring IPO lockup. Shares are -17.1% since. Read article »
Intangible Valuation called out Cinedigm Digital Cinema as a strong buy in September, as accounting rules were obscuring revenue and cash flow growth, while a deal with Netflix loomed as a potential catalyst. The stock is now +74.7% to date. Read article »
Long Ideas
Bank Of America: Huge Tailwind For Earnings And Book Value by Josh Arnold
Mobile Advertising Is Facebook's Real Gold Mine by Almario Alexej Alcaraz
The Market Is Undervaluing eBay By 40% by Wenqin Ye
IBM: Results And The Subsequent Event by Vivek Gupta
Kinder Morgan Energy Partners Continues To Grow Cash by IAEResearch
DuPont: Seeking Alpha Through Beta by Shiv Kapoor
Apple Is Poised To Disrupt Another Industry by VI Analytics
Micron: The Stock To Own In 2014 by Mihir Mehta
Why Ford Is Stuck In Neutral by Detroit Bear
ACCO Brands: With Significant Upside Potential, The Pullback In This $6 Stock Is Worth Buying Now by Hawkinvest
AXT, Inc: A Cash Hoard, Share Buybacks, And Other Potential Catalysts Make This $2 Tech Stock Attractive by Hawkinvest
Oracle's Shares Are Worth North Of $40 Each by Valuentum
International Game Technology Recent Drop Is A Good Buying Opportunity by Chris Katje
Vapor Corp - It's Smoking by The Capitalist
SMG Indium An Undiscovered Asset Play With An Activist Investor Trying To Close The Discount by Marc Melendez
An Update On American Airlines by Yueping Guo
Exco Resources Inc.'s Profitability And Capital Analysis by FAF Research
Is ComScore Ready For Consistent, Sustainable Growth? by Gary Bourgeault
Why HCI Is Still A Buy After Last Year's Gains (And Last Week's Losses) by John Reese
New Paths For Tesla Could Supercharge Stock To $200 In First Quarter by Don Dion
TripAdvisor Profitability Analysis by FAF Research
RPC Inc.: Q4 Earnings Call Update by Nassarius Capital
Myriad Genetics: Is The Correction An Investing Opportunity by Andy Batts
Johnson Controls: Investors Can Take Advantage Of Upcoming Growth by Blackstone Equity Research
Surge Energy Remains Much Cheaper Than Halcon Resources And Kodiak Oil Despite Recent Surge by Value Digger
Creating J.C. Penney At 2-3x EBITDA by Dante's Investing Ideas
Sears Canada: Up To 25% Remaining Upside From Real Estate Transactions by Elephant Analytics
Berkshire Should Buy BlackRock by RB Equity
Under Fire On All Sides, First Cash Financial Slides Back Toward Value by Stephen Simpson, CFA
Thales: Sampling The Gordian Knot Of European Aerospace And Defense Industry by Confero
The Reason Apple Matters by Charles Margolis
No Merit In Doubts Over YuMe by Darspal S Mann
Maxxam: Unbelievable Value On A Hard To Buy Stock by Paulo Santos
Could Teva & Pfizer End Up In A Bidding War For Antares? by Mark Chapman
Wilshire Bancorp Offers Growth In A Growth-Starved Market by Stephen Simpson, CFA
Raymond James Financial: Under-The-Radar Growth by DAG1996
What Will North Atlantic Drilling IPO Bring To SeaDrill? by IAEResearch
Inside Car Charging Group With CEO Michael Farkas (Part 2) by Market Exclusive
Buy FieldPoint Petroleum Before Somebody Else Does by John Leonard
Taro: A Beautiful Ugly Duckling by Michael Sacerdote
BlackBerry: 200 MA Crossover And Short Interest Alert by George Kesarios
Restoration Hardware: Rally Not Over Yet, Still Offering Decent Return by Investing Insight
Cisco: No Vendor Lock-In Policy Is Great Strategy by Almario Alexej Alcaraz
How Promising Is The 2014 Outlook For Netflix? A Look In Numbers by Siddharth Dalal
Kinder Morgan Energy Partners Offers Solid Guidance by Seeking Profits
The Next Big Trend In Food: Auditing The Food Supply by Ian Cassel
Goodyear: Low Expectations, Low Valuation - The Perfect Cocktail For A Continued Rerating by AtonRa Partners
Career Education: Recent Disclosure Does Not Change The Turnaround Story by Brian Grosso
Sanchez Energy: Expanding Eagle Ford's Eastern Frontier by Richard Zeits
Despite Soft Orders, Crane Looking For Market Recoveries In 2014 by Stephen Simpson, CFA
Taking Down Goliath: Why TransEnterix Stands As A Formidable Contender In The Surgical Robot Market by Matthew Charles Fox
OncoSec Executives Talk Electroporation, PD-1 Checkpoint Inhibitors, And The Unmet Need In Immune-Oncology by Brian Nichols
2014 Strategies And Aligned Stocks, Part 4: Union Pacific by Ray Merola
Green Dot And Arkansas Best: Two Exciting Earnings Plays To Watch This Week by Don Dion
Win-Win For eBay In The Fight Over PayPal by Don Dion
Abbott Laboratories: A Long-Term Play by Apex Financial Consultants
3 Huge Reasons To Buy Ford And Dump Honda by Michael Nielsen
Antero Resources: Utica Shale Shines by Richard Zeits
Time Warner Cable Debt And Liabilities Analysis by FAF Research
GN Store Nord Using New Models To Gain Share by Stephen Simpson, CFA
An Option On Adoption Of A New Multiple Sclerosis Treatment by Zvi Bar
ChipMOS: Cash Flow Machine In Niche Industry With Tailwinds by Christopher Bayliss
Short Ideas
Facebook Earnings A Reason To Sell? by Bill Maurer
Should We Buy GE If The CEO Is? by Markos Kaminis
Canadian Pacific Turned In Great Earnings - It Is Still A Good Short by Michael Blair
Herbalife Tragedy Unfolds: Act IV, Scene 3 by Matt Stewart
Herbalife & The Curious Case Of Shane Dinneen by Quoth the Raven
Seagate May Be Overvalued by Bottom Up Investing
Alcoa Struggling In Murky Industry Conditions by Balanced Investing
Danger Zone: Ashland by David Trainer
Investors Should Short hhgregg by Don Dion
KonaRed: Why This $75 Million Company Could Drop 70%+ by Penny Stock Realist
There Is Still Time To Short Apple by Michael Blair
Quick Picks & Lists
Normalized Bank Earnings Indicate Further Gains by Tanya Azarchs
3 Reasons To Hold Nitrogen Fertilizer Stocks by Chris Damas
3 Stocks Hitting New Highs That Could Continue To Soar by Kapitall
Juniper's Security Business Needs Protection by 451 Research: Inorganic Growth
Molycorp: A High Potential Rare Earth Miner by Marsha Robe
A Stock Picker's Market - Part I by Bret Jensen
The Airline Industry Is Driven By Fuel Efficiency Right Now by John Mylant
ModernGraham Quarterly Valuation Of Whole Foods Market by Benjamin Clark
2014 Overview: Ranking U.S. Big Oil Stocks by Kofi Bofah
BlackBerry: 200 MA Crossover And Short Interest Alert by George Kesarios
2 Cheap, Attractive And Cash-Rich Tech Stocks by Bret Jensen
Will 3D Systems Fall Prey To The Competition? by Mitu Anand
Software Trends Favor Google And Microsoft As Long-Term Plays In Mobile by Michael Blair
Refiners Are Alive by Bret Jensen
ModernGraham Annual Valuation Of The Goodyear Tire & Rubber Company by Benjamin Clark
Cramer's Picks
Cramer's Mad Money - Honeywell Has Technology No One Can Match (1/29/14) by SA Editor Miriam Metzinger
Cramer's Lightning Round - Henry Schein Is A Stock For The Ages (1/29/14) by SA Editor Miriam Metzinger
Insider Ownership
Netflix: 3 Different Insiders Have Sold Shares This Year by Markus Aarnio
Texas Instruments: 5 Different Insiders Have Sold Shares This Year by Markus Aarnio
Wright Medical Group: 3 Different Insiders Have Sold Shares This Year by Markus Aarnio
IPO Analysis
IPO Preview: Dicerna Pharmaceuticals by IPOdesktop
Santander Consumer USA: Appealing Valuation For Subprime Lender, But Risks Present by The Value Investor
Intrawest: Avoid Potential Storms Surrounding The SNOW IPO by Don Dion
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