Top Ideas
Fiesta Restaurant Group: Balance Sheet Recapitalization Creates Upside To Estimates
by Shaun Currie, CFA
Editor's notes: A secondary equity issuance may sound anything but spicy, but for FRGI it establishes a strong base for further growth. Near-term upside is 30% versus possible downside of only 10%.
Dawson Geophysical Company: Piling Cash To The Ceiling
by Steven Reiman
Editor's notes: This seismic recording company has spent more than its market cap on expansion and upgrades, yet retains a strong balance sheet. A seismic shift in investor sentiment could yield 100% upside.
Long Ideas
Vantiv Is At A Vantage In Emerging Digital Payment Space by Darspal S Mann
Royal Dutch Shell: A Long-Term Value Play Despite Short-Term Risks by Achilles Research
Starbucks: Pullback Would Only Make The Stock More Attractive by Stock Gamer
Good News: Custom BlueStacks For Dual OS AMD Devices by Almario Alexej Alcaraz
Solid Execution At American Airlines Leads To Attractive Valuation by Stone Fox Capital
Goldman Sachs In 900 Words by Brian Grosso
Apple's Stock Price: What Do Market-Makers Think It Can Sell For? by Peter F. Way
TetraLogic Pharmaceuticsls And The Chatter About A Cure For Cancer by C.R. Jackson
Scorpio Bulkers Inc. - Like A Bull In A China Shop by Lambros Papaeconomou
Charles River Associates: A Back Door Play On Litigation by Mike Arnold
1-800-Flowers.com: What You Need To Know For 2014 by Shaun Currie, CFA
Intercept Pharmaceuticals: Elucidating The Ramifications For The Flint Trial by MD Research
Zacks' Bull Of The Day: WebMD by Zacks Investment Research
OPAP Has Significant Upside As The Greek Economy Stabilizes by Jeffrey Dow Jones
Aluminum Will Drive Growth For Alcoa by Gabe Ortt
Google Pulls Samsung Back Into Its Orbit by Ed McKernan
J.C.Penney: A Case Study In Poor IR, Time For Ullman To Step Down by Dante's Investing Ideas
Cirrus Logic: A Bad Call Is A Bad Call by Ashraf Eassa
Buy Growth At A Fair Price With Aegion by Always Bullish
Arena's Belviq Sees Traction Slip Ahead Of Advertising by Spencer Osborne
Here's Why 3D Systems Will Not Fail by IAEResearch
StemCells, Inc., And Neuralstem, Inc.: A Side-By-Side Analysis by JMY Investments
Groupon: Betting On Flash Sales And Online Travel Bookings by Fusion Research
Axion Power: Out Of The Pipe And Into The Light by John Petersen
Bachoco Share Valuation: Chicken-Feed Price by Ricardo Espinosa
Why Kulicke & Soffa Stock Is Still A Strong Buy by Arie Goren
Barrick Gold: Tough Times Ahead by Cristina Tov
Taseko: Undervalued As Financial Performance Benefits From Weaker Canadian Dollar by Elephant Analytics
Why I'm A Potash Buyer On The Dip by Quoth the Raven
Western Digital: Solid Second Quarter Left Shares Moderately Undervalued by Bottom Up Investing
Underperforming Olin Corporation Needs To Be Acquired by Andrew Henckler, CFA
Indigo Diversifying Below Book Value by Safety In Value
Golar LNG: Cheap Price With Unique Operational Advantages by whatstock2investin
Another 'Typical' Tesla PR Stunt by Quoth the Raven
Idera Pharmaceuticals: Set To Ride A 200% Gain In 2014 by Long Term Bio
American Independence: Highly Profitable With A Significant Tax Asset by Christopher Owens
Warren Buffett's 'Cool' Assistant At Berkshire Hathaway by Don Dion
E-House: A Hidden Chinese Internet Monetization Opportunity by Alpha Hunt
Cadence: Patent Settlement With Sandoz Increases Confidence That Ofirmev Will Have Exclusivity Through December 6, 2020 by Smith On Stocks
6 Reasons Why Bristol-Myers Is A Good Immuno-Oncology Investment For 2014 by Brian Nichols
Short Ideas
Analyze And Dump The BlackBerry REIT by Kofi Bofah
Does The Herbalife Pay Plan Break Canadian Law? by Matt Stewart
Deja Vu, BlackBerry by Pinnacle Insight
Unwired Planet: A Stay In The Google Case May Disrupt The Damages Claim by Markman Advisors
ChannelAdvisor: Current Valuation Hard To Justify by Dan Scott
Lowe's Prospects Are Dimming by Alpha Strategist
The Bloom May Have Come Off The Rose For Qualcomm by Michael Blair
NeuStar: Number Portability Contract Win Looks Less Likely, Stock Will Crater, But A Long-Term Opportunity May Be Coming by Ashleigh Rogers
Our Bank Of America - Probed For Front Running by Don Dion
Amazon: More Likely To Plummet Than To Soar by Achilles Research
Quick Picks & Lists
This Junior Silver Producer Should Be On Your Radar by Michael Allison
Secure Your Portfolio With A LOCK by Bill Gunderson
Under Armour - A Fascinating Journey by Geetanjali Gamel
How To Play Matson's Legal And Financial Woes by Christopher Lum Lee
AGCO Corp.: Dividend Increases And Share Buybacks Make This Cheap Stock A Strong Buy by Hawkinvest
Micron: Fairly Valued If Not Overvalued by Bottom Up Investing
ModernGraham Annual Valuation Of AbbVie by Benjamin Clark
Is Hewlett-Packard A Really Cheap Way To Play 3-D Printing? by Hawkinvest
Exxon, Chevron, Conoco And Shell Disappoint by Josh Young
Examining Offshore Drillers: Buy, Sell Or Hold (Part 1) by Dan Strack
Want Alpha? Sell Starbucks, Buy Quicksilver Resources Inc. Part 2 by Giovanni DiMauro
Barely Afloat by David Wolf
Facebook Proves That It Is Different by Jacob Steinberg
Why I'm Staying Long On Both Goldcorp And Randgold Resources by Heather Ingrassia
Long Target? Read This Before You Sell by Chuck Walston
BlackBerry: Positive Catalysts For 2014 by Food for Thought
Zynga Bets The 'Farm' On Mobile by Bret Jensen
Fund Holdings
A Look At Third Avenue Funds Annual Report, October 2013 by John Alford
Insider Ownership
Synaptics: 7 Different Insiders Have Sold Shares This Year by Markus Aarnio
JPMorgan: 9 Different Insiders Have Sold Shares This Year by Markus Aarnio
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