Top Ideas
Hexagon Composites Is So Much More Than Just An NGV Play
by NGV Investor
Editor's notes: The market for Natural Gas Vehicles looks promising, and Hexagon has implemented some corporate actions to strategically position itself.
Mincor - Unlikely Low-Risk Window Of Opportunity
by Itinerant
Editor's notes: Pure-play miner MCR.AX provides direct leverage to nickel which should benefit as a result of the coming Indonesian export controls. More than 100% upside is possible.
Stocks Moving From Top Ideas
On Tuesday, Chris Bunge and Cabeza Howe both laid out the bull case for desalination provider Energy Recovery, with each seeing an inflection point for the business - and the stock - in the second half of the year. Shares are +10.2% since. Read first article » Read second article »
In July, Stephen Simpson, CFA, said that investors were ignoring the potential of the mobile and server businesses for Lenovo. After buying Motorola from Google and a server unit from IBM this week, the stock is now +45.5% to date. Read article »
Long Ideas
Freeport Indonesian Risks Are Overblown, Remains An Underappreciated Company by Price Point
Juniper Has The 'Edge' Over Cisco by Nikos Theodosopoulos
Is It The Right Time To Buy Starbucks? by Balanced Investing
Time Warner - An Earnest Entertainer by EurEx Consulting
China And The Road To 30%+ Gross Margins by Christopher Cowan
Chipotle Using Entertainment And Pizza To Diversify by Chris Katje
Growth Of Injectable Drugs To Benefit West Pharmaceutical Services by David Zanoni
Why Solazyme Jumped On Its Latest Announcement by Kevin Quon
Facebook Will Continue To Build Momentum by Stock Gamer
Apple: Every Vote Counts by Jim Mullin
Big 5 Sporting Goods Has 35% Upside by Detroit Bear
What Is Apple's Stock Worth? by David Klein
Apple's Intrinsic Value And The Market's Irrational Valuation by Victor Liang
Why I Am Getting Giggly Over Growlife, Inc. by Biotech Research Group
Western Union: A Value Play With A Few Risks by Joseph Harry
Deswell Industries: A 1-Foot Hurdle Investors Can Step Over by Houman Tamaddon
Western Union Looking Attractive Again by RedWaveResearch
Fenner's Slide Starting To Look Interesting by Stephen Simpson, CFA
Microsoft Is A Better Play In Cloud Services Than Amazon by Pim Keulen
A Confluence Of Events In The Continuing Herbalife Saga Are Signaling A Buy by Dave Kelly
United Technologies Corporation Is A Good Buying Opportunity by Blackstone Equity Research
Steelcase: Strong U.S. Profitability Hidden By EMEA Woes by GS Analytics
Tucows: Acceleration Of Growth Might Prompt Re-Rating by Paulo Santos
Halliburton: Tapping Hydrocarbons In The Salts And Sand by Marsha Robe
Cepheid: A Global Growth Story At A Reasonable Price by Andy Batts
Investors Are Judging Legal Technology Provider Daegis Guilty Despite Evidence To The Contrary by John Leonard
Two Deals In Two Months: Great Achievement For Advaxis by Grant Zeng
I'll Buy DryShips At $2.80 Or Lower by Quoth the Raven
Airbus Vs. Boeing: Who Has The Airplane Of The Future? (Part 2) by Dhierin Bechai
Apple: Don't Panic by Ashraf Eassa
Hexagon Looks To Find New Applications For Market-Leading Technologies by Stephen Simpson, CFA
Xero To Hero - Potential For Triple-Digit Returns by Perry Allen
Quick Take On John B. Sanfilippo & Son Earnings by Glyndon Park
Western Lithium: Potential Multi-Commodity Producer By 2018 by Matt Geiger
Zix: Buy This Growth Stock With 20% Upside Potential by Kasteel Research
Suntec Real Estate Is Undervalued Based On NAV, New Building Could Be Growth Driver by Power Hedge
Oshkosh's Self-Improvement Efforts Moving The Needle by Stephen Simpson, CFA
Vringo: How To Lose At Winning by EnhydrisPECorp
QuickLogic Is In The Right Place At The Right Time, Thanks To Apple by Jonathan Fishman
Jinpan International: More Room To Run by Fincom Investment Partners
New CEO, New Story At Millennial Media by Detroit Bear
Royal Gold Still Is On The Right Track, And The Mt Milligan Stream Will Prove Its Value by The Investment Doctor
3 Battleground Growth Stocks: Facebook, Tesla And Netflix by Josh Young
General Electric Stock Price And Dividend Will Benefit From Global Growth In 2014 by Don Dion
Will Aquarius Platinum's Best Efforts Come Up Short? by Stephen Simpson, CFA
Monsanto: Capitalizing On R&D And South America by Gabe Ortt
Is Celgene Corporation Well Positioned To Outperform? by Apex Financial Consultants
Cheap iPhones And Buybacks Won't Solve Apple's Problems by Almario Alexej Alcaraz
Juniper Networks: Solid Upside Ahead From Internal And External Activists by Helix Investment Research
Paccar's Brazilian Results In Focus by Prescient Investment Analysis
Altria Has Tapped The Right Market At The Right Time by Alpha Strategist
Short Ideas
Netflix Holds On, But Where Does It Go From Here? by Henosis
Soaring BlackBerry Is Flying Too Close To The Sun by Nathan Brooks
Pharma Rollups In Midst Of A Bubble That Might Be About To Burst by Paul Nouri, CFP
Las Vegas Sands And Wynn Resorts Are The Greatest, Riskiest Shorts In The Market by Michael Dean Adams
Will T-Mobile's Aggressive Patent Defense Derail On Track's Momentum? by Markman Advisors
Facebook: Short-Term Stud, Long-Term Dud? by Quoth the Raven
JPMorgan Chase Shareholders Should Sell Now by Don Dion
Is Netflix Already A Bubble? by Top Alpha
LiveDeal: Are Restaurants Actually Using It? And Other New Information by Christopher Drose
Don't Trust The Dead Cat Bounce In Angie's List by David Trainer
Quick Picks & Lists
I Found This Company Before Angelina Jolie Did by Bill Gunderson
Will History Repeat In The Market? by The Focused Stock Trader
Putin And Potash: A Potentially Explosive Combo by Kapitall
Price-To-Book Values: Use Caution by Joseph P. Porter
12 Future Winners Using Price To Cash Flow by Paul Franke
Zacks' Bear Of The Day: Boingo Wireless by Zacks Investment Research
Asian Stocks To Watch Amid Growth Expectations For 2014 by Kapitall
ModernGraham Quarterly Valuation Of Caterpillar Inc. by Benjamin Clark
ModernGraham Quarterly Valuation Of Bed Bath & Beyond Inc. by Benjamin Clark
Freeport-McMoRan: Indonesian Troubles Call For A Cautious Look by Gabe Ortt
Chipotle Mexican Grill: A Great Company But Overpriced by Adnan Riaz
An Overview Of The Multibillion-Dollar Colorectal Cancer Diagnostics Market by Bio Insights
China's Secret 'Doomsday' Weapon Has America Defenseless by Lou Basenese
ModernGraham Annual Valuation Of Kimberly-Clark Corp. by Benjamin Clark
Cramer's Picks
Cramer's Lightning Round - Archer Daniels Midland Is Much Ado About Nothing (1/30/14) by SA Editor Miriam Metzinger
Cramer's Mad Money - Dow Report Card (1/30/14) by SA Editor Miriam Metzinger
Insider Ownership
Boston Beer: 5 Different Insiders Have Sold Shares This Year by Markus Aarnio
Facebook: 5 Different Insiders Have Sold Shares This Year by Markus Aarnio
IPO Analysis
IPO Preview: Malibu Boats by IPOdesktop
IPO Preview: The New Home Company by IPOdesktop
IPO Preview: Ultragenyx Pharmaceutical by IPOdesktop
IPO Preview: Cara Therapeutics by IPOdesktop
IPO Preview: Intrawest Resort Holdings by IPOdesktop
Embrace The 'SNOW' With Intrawest Resorts Holdings by Chris Katje
Ultragenyx Pharmaceuticals IPO Likely To Yield Investors Rewards by Don Dion
Why are you receiving this? You subscribed to Investing Ideas at Seeking Alpha.
Unsubscribe from this email or manage all your Seeking Alpha email choices here.
To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
No hay comentarios:
Publicar un comentario