Top Ideas
Bill Barrett: The Niobrara And Uinta Upside
by Richard Zeits
Editor's notes: Energy expert Zeits says BBG's assets in two younger oil plays are set to propel the stock higher once the market understands their favorable economics. 40%+ upside.
TechTarget: New Big Data Analytics Product And Operating Leverage Should Drive Double Digit Sales And Earnings Growth
by Ben Axler
Editor's notes: Online content that is set to make investors content. According to buysider Ben Axler, conservative estimates and modest stock coverage leave TTGT with more than 30% upside potential.
Trouble Ahead For TAL
by BrooklynShorty
Editor's notes: The expiry of favorable leases, and a concern for short-term reporting advantages suggest things aren't as good as they seem at TAL International. Shares could fall by two-thirds.
TRW Automotive: Built For Outperformance In 2014 And Beyond
by Trading the Spread
Editor's notes: This high-flying stock remains undervalued relative to peers and growth opportunities. Strong Balance Sheet management reduces the downside, while shares of TRW could appreciate another 35%.
Agilysys: On The Cusp Of Major Earnings Growth
by Shaun Currie, CFA
Editor's notes: A very attractive balance sheet, high composition of recurring revenue, and market potential make AGYS very appealing at these levels. Look for 30% appreciation.
InterXion Holding NV: Undervalued, Catalyst-Heavy And A Secular Growth Story All In One
by Alpha Gen Capital
Editor's notes: The cloud-computing space is far more attractive in Europe than North America, and InterXion has a foothold in this market. Amid choppy trading, INXN is some 50% undervalued.
Stocks Moving From Top Ideas
On December 23, Dennis Beaudet argued that concerns about auto parts maker Martinrea International simply didn't warrant the recent decline in share price, a decline that put the stock into deep value territory. Shares are +11.7% to date. Read article »
Dane Bowler wrote on May 20 that commercial mREIT Northstar Realty Finance offered a sustainable and growing 8% yield, along with the opportunity for large potential capital appreciation. Despite weakness across the sector, the stock is now +44.9% since his call. Read article »
Long Ideas
3 Reasons Why You Should Buy J.C. Penney by Paul Boland
Kellogg Vs. General Mills: The Future Of The Packaged Food Industry by Shawn Arshad
As Production Resumes At Its East Dubuque Facility, Here's Why I'm Long Rentech Partners by Heather Ingrassia
Here's What You Need To Know About Micron Technology by Leigh Drogen
Neostem Could Rally On Phase II Results by Brian L. Wilson
Intel's 3DFET SOCs Aim To Capture Top Of The Mobile Market by Arnold Frisch
Can Alibaba Save Yahoo's Sinking Ship? by Blackstone Equity Research
Micron: Strong Buy On Q1 2014 Results by Achilles Research
Microsoft: Buy And Be Glad Mulally Isn't Taking Over by Seeking Profits
Time To Play Starbucks? by Nizar Tarhuni
How Much Should Liberty Offer For Sirius XM? by Spencer Osborne
As Expected, Sirius Reports 2013 Subs And 2014 Guidance by Crunching Numbers
Michelin To Benefit From The Improving Global Automotive Market Outlook by Junius
Ocean Bio-Chem Is Undervalued, Overlooked And On The Verge Of Disrupting Multiple Markets by John Leonard
Intel At CES 2014: Lots To Like But No Cake Today by Michael Blair
Berkshire Hathaway Streak To Most Likely End by Sean Weston
Prognosticating 2014: Athersys Shares Will Continue To Climb by U.S. Biotech Investor
Nvidia: Will 2014 Be An Inflection Point? by Marsha Robe
Orexigen Receives Good News From FDA by Spencer Osborne
ConocoPhillips: In Search Of More Hydrocarbons And Cash Flow by Marsha Robe
Intel: Don't Be Fooled, Mobile Is Important by Ashraf Eassa
Texas Roadhouse: Another 50% Potential In 2014 As Food Costs Rise Less by The Oxen Group
BP Returns To Growth by Gabe Ortt
DryShips Is Consolidating Large Gains by Giovanni DiMauro
Sorrento Therapeutics: Has The Potential To Become Next Abraxis by Grant Zeng
3 Reasons Why You Should Buy Baidu by Pawel Perz
Intel: A 'Better-Than-Feared' Investment by Bottom Up Investing
Why DineEquity Is Not A Bubble About To Burst by Marshall Hargrave
Is Chesapeake A Good Long-Term Investment Opportunity? by Investing Insight
AMD - Downside Capped, Play The Upside by Sneha Shah
Should You Buy Ford After The Sell-Off? by Jacob Steinberg
Where Does Dolan Go From Here? by Colin King
Axiall Stuck In A Commodity Tug Of War by Stephen Simpson, CFA
Real Goods Solar, Inc. Has The Goods by The Focused Stock Trader
Who Is The CEO To Bet On: Greg Ebel Or Rich Kinder? by Bram de Haas
J.C. Penney Stock Weak/Bonds Strong: What That Tells Us About December Comps, And Valuation Update by Dante's Investing Ideas
Disney: Is Infinity Leading The Way For A New Business Model? by Lutz Muller
Kraft Food: Current Segmentation Appears Fruitful by Balanced Investing
Will Ugly Headlines Spur A JetBlue Buying Opportunity? by Quoth the Raven
Will Abbott Perform Better In 2014? by Apex Financial Consultants
The Market Already Looking To A Stronger 2014 For Steel Dynamics by Stephen Simpson, CFA
Internet Patent Corporation: No Downside Risk, Let The Upside Take Care Of Itself by Matthew Dow
Is Iron Road's Central Eyre Iron Ore Project Attractive Now? by The Investment Doctor
Netflix Still Has Room To Grow by I Know First Research
Why This Company Should Be A Case Study In Business Schools by Profit Confidential
Identive Group: Entering 2014 Leaner And Meaner (Update) by Micro-Cap Gem Finder
Brown Shoe: Good Execution In 2013, Opportunities In 2014 And Beyond by Pendulum
Plug Power: Hold On, The Sky Is The Limit by Charles Fox
Timberland: Sometimes You Can't See The Forest For The Trees by Stephen Rosenman
Cold Weather, Low Costs, And Higher Gas Helping Cloud Peak Energy by Stephen Simpson, CFA
Growlife: Missed The Big Move? Catch The Second Big Move by Jason Bond
BioPharma Catalyst And Investment Pick In Focus: Progenics by StockMatusow
Progenics Likely To Announce Positive Prostate Cancer Data In January by Gotham City Capital
Short Ideas
Intel Needs To Deliver Next Week by Bill Maurer
Sell Ranbaxy - Recent Run Up Provides An Opportunity For Investors To Exit by Pharma Intelligence
Why The Netflix Slide Could Turn Into An Avalanche by Markos Kaminis
Portfolio Manager Sees Many Troubling Signs With NQ Mobile by Goldbaum Research
Court Documents Show Suntech Power Shares Almost Worthless by Bledsoe Research Group
Diamond Resorts Unlocking Provides Shorting Opportunity by Don Dion
Organovo: Modest Expectations For The Liver Tox Assay by Douglas W. House
Nuverra Environmental: Lowering 2014 Target Price To $0 by MBAvalueinvestor
Foreshadowing RadioShack's Death? by Quoth the Raven
Deere Is No Longer 'Dear' To Investors... by Balanced Investing
OFG Bancorp: Not A Bank In Cyprus But It's Close by Paulo Santos
Trouble Is Brewing At Farmer Brothers Coffee by Richard Pearson
Memo To Snapchat: Take The Facebook Money And Run by Kofi Bofah
Quick Picks & Lists
Stock Watch Wednesday, January 8, 2013: Beware Of Overconfidence by VFC's Stock House
Top 5 Silver Stocks For 2014 by Steve Nicastro
4 Growth And Income Stocks To Buy After A Correction by Marc Courtenay
Pandora's Growth Rate Continues To Decline by Andrei Volgin
Why Target Must Accept Bitcoin Like Zynga And Before Walmart Or Amazon by Trace Mayer
Zacks' Bear Of The Day: Darden Restaurants by Zacks Investment Research
Zacks' Bull Of The Day: Amazon by Zacks Investment Research
Reluctantly Picking Turnaround Stock Favorites For 2014 by George Putnam
Why Dillard's Is One Of The Top Department Store Stocks To Buy by Stan Stafford
The Life Insurance Industry Is Ripe For The Picking: Revisited by Todd Denning
2 Cash Rich $2 Stocks For The New Year by Bret Jensen
3 Ways To Play The Shale Oil Boom by Dave Dierking
Jamba Juice - Weather And Competition Concerns Outweigh Menu Innovation by The Value Investor
An Introduction To Neurotrophic Factors As Treatment For Neurodegenerative Diseases by Tal Ben-Ami
Phillips 66 - Creative Deal Shows Buffett Is Getting Cautious by The Value Investor
Dividends Or Buybacks? 2013 Review & 2014 Picks by Brad Kenagy
Johnson & Johnson And Medivation: A Prostate Cancer Marketshare by John Eastman
Can Healthcare Stocks Continue To Thrive? I Think Not by Adam Alvarez
Boeing Continues To Roll In 2014 by Bret Jensen
Why BlackBerry Is Still On The List, As 2013 Buy/Sell Calls Are Reviewed by Chris Lau
Top 20 TSX Short Positions Dec. 31 by Chris Damas
Cramer's Picks
Cramer's Lightning Round - 2 Ways The Times Can Win (1/7/14) by SA Editor Miriam Metzinger
Cramer's Mad Money - My New Year's Resolution For Investing (1/7/14) by SA Editor Miriam Metzinger
Fund Holdings
Private Equity In China: It's Changing, But From What? Into What? by Peter Fuhrman
Insider Ownership
Automatic Data Processing: 10 Different Insiders Have Sold Shares This Year by Markus Aarnio
Illumina: 4 Different Insiders Have Sold Shares During The Last 30 Days by Markus Aarnio
IPO Analysis
2013: The IPO Year In Review by Tim Keating
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