martes, 7 de enero de 2014

Today’s articles on Investing Ideas

Stocks Moving From Top Ideas

On December 31, Intangible Valuation said that Crystal Rock Holdings offered 60% upside, due to temporarily elevated costs and an above-market interest rate on its debt. Shares are +22.0% to date. Read article »

Buysider Amit Chokshi called Verso Paper a "lotto ticket that might pay off" back in November 2012. Yesterday, shareholders cashed in after an acquisition of competitor NewPage; the stock is now +179.1% since his call. Read article »

Long Ideas

Crocs - Better Days Ahead With Blackstone Onboard by The Value Investor

Apple: Panic Time Already? by Bill Maurer

Chipotle Mexican Grill: Capitalizing On Growth Opportunities by Blackstone Equity Research

Cliffs Natural Resources: 4 Reasons Why One Of 2013's Biggest Losers Could Make A 2014 Rally by Dave Dierking

Global Tech Advanced Innovations: Still A Compelling Buy by Richard Greulich Jr.

Linn Energy: Higher Natural Gas Prices Should Lead To A Solid Quarter by Albert Alfonso

NSN: Nokia's Largest Segment - How Much Is It Worth? by Mathias Holmstrøm

AMD: A Preview Of The Kaveri Release by Justin Jaynes

First Solar: Strong Buy On Goldman Sachs Downgrade by Achilles Research

Arena's Belviq Closes Out 2013; Begins 2014 by Spencer Osborne

Liberty Media Offer For Sirius XM Is A 'Ratio' by Spencer Osborne

Pluristem's Positive Data Could Open Massive Muscle Injury Market by Sharon di Stefano

Exelixis Has A Stellar Year Ahead by Stock Whisper

Zacks' Bull Of The Day: First Bancorp by Zacks Investment Research

UMC: 2014 Game Plan For This Undervalued Stock by J.J. McGrath

Taipan Resources: Applying The Pre-Drilling Multi-Bagging Hypothesis Indicates Huge Short Term Upside Potential by Dennis Beaudet

Now Is The Time To Buy Petrobas by Giovanni DiMauro

AudioCodes: Earnings Preview And 2014 Outlook by Josh Franklin

Microsoft: 4 Reasons Why I Added This Stock To My Portfolio by Pim Keulen

Qualcomm: Trading At Fair Value With A Long-Term Buy by Jeff Williams

Marvell Technologies Will Ramp Smartphone Chip Profits In 2014 by William Meyers

Incandescent Bulbs Are Out, Investment Opportunities Are Waiting by John Mylant

Intel: Supporting Hybrid Dual OS Tablets Is A Brilliant Strategy by Almario Alexej Alcaraz

Microsoft: Expect Moderate Selling Heading Into Earnings by Bottom Up Investing

Is Puma Biotech's High Stock Price Justified? by Peter Geschek

Positive Signs From Neuralstem's Phase 2 ALS Trial by Red Bull

From Frac Sands To Oil Sands: Athabasca Minerals Has It Covered by Malcolm Shaw

Total: Focusing On Liquefied Natural Gas by Gabe Ortt

Positive Prognosis For Sanofi's Contingent Value Right Following FDA Ruling by Gary Grant

Is Cell Therapeutics Turning Over A New Leaf In 2014? by BioGroup Team

What If Yahoo Is Worth More Than $130 Billion? by Alex Cho

OPKO Health's Rayaldy And Fall Prevention In The Elderly by John Cannell, MD

Sirius XM - Worth $100 Billion Within 5 Years by Rizzi Capital

Exelon: Best In Class Power Fleet Valued At A Fraction Of Replacement Cost by RB Equity

Santander: Why This Is One Of The Best Banks To Buy by Nelson Alves

SPY 1% Off Record High While ECRI's WLI Is At A 191-Week High by Kirk Lindstrom

2014's Top 2 Performing Equities by Shawn Arshad

Ford's 2009 China Gamble Will Continue To Pay Off by Quoth the Raven

Liberty Missed Out On Sirius XM But You Shouldn't by Naman Shukla

US Steel - Should You Buy Now, Or Wait? by Paul Boland

Document Security Systems: What Are The Near-Term Catalysts? by Markman Advisors

Aeropostale: Our Top 2014 Pick For A Unique Short Covering Rally by CDM Capital

Open Letter To Fellow Columbia Laboratories Shareholders by Nick Toor

Why Synovus Financial Corporation Is One Of My Top Picks For 2014 by Anthony Thorpe

The Gilead Rebuttal by Dr. Paul Nunzio DeSantis, Pharm.D

Nvidia: A Good Stock To Invest In by Blackstone Equity Research

Vanguard Natural Resources - Another Sizable Deal For This Monthly Paycheck Provider by The Value Investor

Short Ideas

Twitter - Drop It Like It's Hot by Zachary Schenk

Has Netflix Become A Short Again? by Bill Maurer

How Much Is Facebook Worth As An Internet Utility? by Stone Fox Capital

Sears Holding Corporation- Addressing Serious Problems Heading Into 2014 by AlphaStreetResearch

Death Of A Salesman: The Herbalife Cycle In Action by Matt Stewart

Michael Kors: Don't Get In Now (Part II) by Dieter Plas

J.C. Penney Should Have Dropped Martha Stewart Years Ago by Quoth the Raven

Irrational Bitcoin Buzz At WPCS International: Why It's A Sell by Bull Harbor Capital

It's Time To Exit Exxon And Chevron Stock by Dennis McCain

Hewlett-Packard: Turnaround Is Not Expected by Blackstone Equity Research

Quick Picks & Lists

Build A Mini Long-Short Portfolio With These 6 High-Priced Shares by Weighing Machine

My Top 2 Gold Stock Bargains To Buy For A 2014 Rebound by Hawkinvest

3 Golden Crosses In Coal: Is An Industry Recovery Underway? by Investor RockieK

Identifying Solid Diagnostic Substances Companies by Joseph P. Porter

Bank Of America: No Reason To Be Extremely Optimistic by The Value Investor

Is There Any Value In The Fuel Cell Sector? by George Kesarios

Netflix's Most Wonderful Time Of The Year by Bespoke Investment Group

5 Ways To Profit From A China Downturn In 2014 by Asia Confidential

Walt Disney: Don't Get Fooled By The Disney Premium, Await Better Entry Levels by The Value Investor

Stock Story Time (Part 3) by John Rhodes

All Eyes Will Be On Ford And Alcoa At The Detroit Auto Show by Dan Strack

3 Strategies And Aligned Stock Picks For Your 2014 Portfolio: Part 1 by Ray Merola

Sorry Goldman Sachs, I Think Your Call On SolarCity Is Wrong by George Kesarios

Verso Paper - More Volatility Following A Transformational Deal by The Value Investor

3 Stocks Which Could Fall 80%+ In 2014 by Weighing Machine

ModernGraham Valuation Of Allstate Corp by Benjamin Clark

The Dichotomy Of Airlines And Aerospace by Valuentum

How Potash Corp. Plans To Counter Industry Headwinds by Gabe Ortt

Just How Exact Is The Timing On 'Selling The News' by Paulo Santos

Best Stocks For 2014: The Cs by Stone Fox Capital

Lock Up Your 2013 Profits With These 3 Quality Stocks by Dan Strack

My Quest To Make $1 Million In 10 Years by Michael Bryant

2 Great Oil Services Plays In 2014 by Bret Jensen

After A Robust 2013, Will Xueda Education And China Distance Education Continue Upwards? by Alex Bird

2014 Small And Mid Cap High Conviction Buys by Long-Short Value

Thinking About Groupon Between Quarterly Reports by John Alford

Chinese Solar Manufacturer Pick by Siddharth Dalal

8 Stocks You Need To Own In 2014 With 25%+ Upside by The Oxen Group

Google Or Apple In The New Year? by Bret Jensen

Winners And Losers In The Obamacare Transition by Best Credit

ModernGraham Valuation Of American International Group by Benjamin Clark

Why Invest In Singapore Stocks? by David Hunkar

2 Possible 'Barron's Bouncers' For Monday by Bret Jensen

Positioning For 2014 In The Health Care Sector by EnhydrisPECorp

Cramer's Picks

Cramer's Lightning Round - Bank Of America Is The Bank For 2014 (1/6/14) by SA Editor Miriam Metzinger

Cramer's Mad Money - The Worst S&P 500 Stocks Of 2013 (1/6/14) by SA Editor Miriam Metzinger

Fund Holdings

Hedge Fund Picking Means Apple Season by Hedgemony

Oceanstone New Picks From A Reclusive Master by Safety In Value

Insider Ownership

Acadia Pharmaceuticals: 3 Different Insiders Have Sold Shares During The Last 30 Days by Markus Aarnio

American Woodmark: 3 Different Insiders Have Sold Shares During The Last 30 Days by Markus Aarnio

IPO Analysis

U.S. IPO Recap: IMS Health Files For Potential Billion-Dollar Offering by Renaissance Capital IPO Research


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