miércoles, 19 de junio de 2013

Today’s articles on Investing Ideas

Alpha-Rich Ideas

Jos A. Bank: Buy One Share And Get Two Free
by Money Investor

Editor's notes: Sitting on a growing mountain of cash and entering the high margin tuxedo rental business, JOSB looks good as a value play.

Penn Virginia: Strong Value Upside Driven By Quality Of Eagle Ford Assets
by Richard Zeits

Editor's notes: The market doesn't fully appreciate PVA's transformational Eagle Ford acquisition. Energy sector expert Richard Zeits sees a potential double or triple in the next 2-3 years.

Red Hat: Take Advantage Of Investors Being Offsides For 10%+ Move This Week
by Josh Burwick

Editor's notes: With Amazon-related fears exaggerated, RHT faces a lower bar and the chance to outperform. A good quarter and long-term drivers could lead to 20-30% upside.

Columbia Sportswear: You Can Buy The Clothes But Not The Stock
by Money Investor

Editor's notes: With the competition turning up the heat and a rich valuation, COLM is positioned to fall. 30% downside as the market digests weak guidance for the rest of 2013.

Failed Titanic Sale Won't Sink Premier Exhibitions
by Whopper Investments

Editor's notes: Special situations aficionado Whopper Investments sees the recent meltdown in PRXI as a buying opportunity. He calls the shares "a dollar trading for $0.75" even with "extremely conservative" assumptions.

American Vanguard Should Reap A Better Multiple
by Stephen Simpson

Editor's notes: With recent investments propelling free cash flow margins toward double-digits, AVD looks to be significantly undervalued compared to peers. 40% potential upside.

TRIO: High Quality Business With Near-Term Catalyst And Asymmetric Risk-Reward
by Mike Winston

Editor's notes: Event-driven hedge fund manager Mike Winston thinks good things come in threes for Crescendo Partners and Joel Greenblatt. If its third acquisition succeeds, TRIO's stock and warrants both offer asymmetric risk/reward.

Vera Bradley: Fashionable Growth At A Great Price
by Josh Arnold

Editor's notes: A recent sell-off due to a CEO departure leaves VRA's shares pricing in a worst-case scenario. With balanced growth and expansion, there's great room for growth.

Editors' Picks

First Solar: Now Comes The Hard Part by Bill Maurer

Canadian Banks Cannot Escape The Effects Of A Housing Market Bubble And A Slowing Economy by Junius

The Full Story On Dole: Why The $12.00 MBO Is Too Cheap And How We Get More Value by Mike Winston

Sears Holdings' Valuation: Between Berkshire Hathaway And Bankruptcy by Bishop Research and Analytics

Benchmark Electronics: Too Far, Too Fast by Vince Martin

Venaxis, Inc: A Long-Term Investment With Potential For Substantial Gains by Alexander Maxwell

Jewett-Cameron: A Small Stock With Big Value by Geordy Wang

Dialog Will Succeed Where Cirrus Fails by Redrut

Viacom - Strong Capital Allocation And A Competitive Position by Tim Travis

NQ Mobile: China Trip Report, Part 1 by Treasure Hunter

Kennedy-Wilson Is An Attractive Small-Cap Pick by IAEResearch

Aspen Group: How To Profit From The Federal Student Loan Collapse by Austrolib

Long Ideas

MannKind: Facts And Fundamentals Over Fiction And Fear by George Rho

Microsoft And The Gaming Console Battle by Harlan Kessler

Gevo: A Fundamentally Sound Company With The Potential For A Triple by Dallas Salazar

Ford: Opportunities Exist In South America, Asia And Africa by Jacob Steinberg

Bargain Among Bargains: IDT Is More Likely 80%+ Below Intrinsic Value by Carbondale Capital

Does IBM Have A Chance With The Open Cloud Adoption? by Adetokunbo Abiola

Cash In On The Critical Necessities With This Undervalued Stock by Mike the PhD

Triumph Group: The Growth Story Continues by Fusion Research

Investors Title Company Will Continue To Build Its Intrinsic Value With A Strong Housing Market by Tim Travis

Starbucks Has Tremendous Opportunities Overseas by Saibus Research

Campbell's Justifies High P/E With Acquisitions And International Growth by Chris Katje

Micron: The BIG One For Wednesday by Russ Fischer

The Full Story On Dole: Why The $12.00 MBO Is Too Cheap And How We Get More Value by Mike Winston

Ocean Rig UDW: The Pure Play On Ultra-Deep Water Drilling Growth by Bret Jensen

Sears Holdings' Valuation: Between Berkshire Hathaway And Bankruptcy by Bishop Research and Analytics

Heico Corp: Class A Shares Offer A Natural Margin Of Safety by Daniel Philip

Monarch Casino & Resort: A Micro Cap That Still Has Plenty Of Room To Run by Daniel Philip

Yongye International: Growing At 25% Per Year, Selling At Below Cash by Charles Zhang

Marketo: Time To Buy? by Investometrica

Dreamworks Animation Scores Big With New Netflix Deal by Chris Katje

American Axle & Manufacturing Holdings, Inc. - A Bright Spot Ahead by Naomi Warmate-Igwe

Spirit Airlines: A Share Price Set To Fly by Fund Gurus

5 Reasons To Buy Shares Of Coach by Chris Katje

Nokia - Asset Sale And EOS Could Be Catalysts For A Strong Stock Rally by Sneha Shah

Has Linn Energy Finally Bottomed? by Albert Alfonso

Zagg: 71% Upside Potential As Company Overcomes Near-Term Headwinds by Ashraf Eassa

As Goes GM, So Goes American Axle & Manufacturing by Gary Bourgeault

SWS Group Trades At 0.57x Tangible Book Value And Could Attract Another Takeover Offer by Microcap Bargin Hunter

Tesla's Competitors Are Beginning To Give Up The Electric Car Race by Germ Man

The Washington Post Company Is An Ideal Buy And Hold by Brian Grosso

Venaxis, Inc: A Long-Term Investment With Potential For Substantial Gains by Alexander Maxwell

Taking A Chance On BlackBerry by Elisa Lemmola

Making Money On Myanmar by Sam Quirke

Why Datawatch Corp Shares Could Double by super-trades

Jewett-Cameron: A Small Stock With Big Value by Geordy Wang

Investors Need To Consider These Factors Before Making A Move On Corning by Richard Berger

HollyFrontier: Enormous Free Cash Flow Yields Make A Compelling Opportunity by Geoffrey Rocca

AtriCure Mid-Trial Results Highly Encouraging by Spencer Ross

CryoPort's Game-Changer In Frozen Biological Shipping by Brian Marckx

Why Endocyte's Small Molecule Drug Conjugates + Imaging Platform Is Undervalued by Bay Area Biotech Investor

Coinstar Looking For New Identity by Gary Bourgeault

Play A Rebound In Beaten-Down Gold Miners With Pershing Gold by Devon Shire

BlackBerry Sales Are Sliding, But Are Still Higher Than Street Expectations by jaberwock

Is Now The Time To Buy Seagate Technology? by Kevin Quon

Is There A Liquidation Sale At Liquidity Services? by Tim Gallagher

Will General Growth Properties Catch Up To Simon Property? by Saibus Research

China Ceramics: Positioned To Benefit From Chinese Urbanization by Brett Wilson

Dialog Will Succeed Where Cirrus Fails by Redrut

Making Money On Obamacare by Bill Gunderson

Why Tiffany Shares Aren't Cheap by Valuentum

Viacom - Strong Capital Allocation And A Competitive Position by Tim Travis

The SodaStream Rumors by Seth Golden

NQ Mobile: China Trip Report, Part 1 by Treasure Hunter

AMD's New Server Chip: Buy The Stock, But Not The Hype by Ashraf Eassa

The New Carnival: A Treat Instead Of A Treatment by Little Apple

Gannett - Shareholders Are Applauding The Acquisition Of Belo by The Value Investor

Why I'm Betting Big On MusclePharm by Buffett Junior

CenturyLink: Can It Show Growth With The AppFog Acquisition? by Adetokunbo Abiola

Buy Coca-Cola At $35/Share by Saibus Research

Short Sellers Flee Questcor On Sentiment Reversal by Brian L. Wilson

Lee Enterprises: A Grossly Undervalued News Company by Long Term Hunter

Big Opportunities For Implant Sciences: An Interview With The CEO by Daniel Lauchheimer

Should Investors Still Love McDonald's? by StockSaints

Should You Buy LinkedIn, Facebook Or Yelp? by Todd Campbell

Rural Internet Connection: The Next Great Internet Market by John Mylant

Kennedy-Wilson Is An Attractive Small-Cap Pick by IAEResearch

Aspen Group: How To Profit From The Federal Student Loan Collapse by Austrolib

Vringo Becomes Part Of The Preliminary Additions To The Russell Indexes: What Does This Mean For You? by Justin Giles

Biodel Primed To Capitalize On Next Generation Treatments In The $10B Diabetes Market by StockMatusow

Apple: Consider It For 20-25% Upside Before It Embarks On A New Product Cycle by Sneha Shah

Short Ideas

Myriad Genetics' Wild Ride: False Assumptions Whipsaw Stock by Joshua Anderson

The Best Part Of Growth For C&J Energy Services Is Over by Economics Fanatic

Applied Micro: Upcoming Catalyst Should Drive Significant Downside After Irrational Rally by Ashraf Eassa

Danger Zone For This Week: Citigroup by David Trainer

First Solar: Now Comes The Hard Part by Bill Maurer

Zoetis Exchange Offer Update by Pine Research & Trading

Benchmark Electronics: Too Far, Too Fast by Vince Martin

Will Facebook Ever Make It? by Tom Lloyd

Quick Picks & Lists

Portfolio Managers Will Be Selling These Stocks In 2 Weeks by Mark Gomes

Canadian Banks Cannot Escape The Effects Of A Housing Market Bubble And A Slowing Economy by Junius

American Medical Association Decision Can Boost Arena, Vivus, And Orexigen by Spencer Osborne

Packing Altria Into The Tobacco Company Comparison by MagicDiligence

Freeport-McMoRan's Force Majeure At Grasberg Mine Raises Supply Concerns by Trefis

Nokia's Next Big Smartphone Announcement Could Spur U.S. Lumia Sales by Trefis

Bear Of The Day: Calavo Growers by Zacks Investment Research

Change In Total Reserves by David Trainer

Bull Of The Day: OmniVision Technologies by Zacks Investment Research

La-Z-Boy Options Active Ahead Of Earnings by Interactive Brokers

Predicting The Future For Zynga, Organovo And Augmented Reality By The 'Mad Men' Of The Digital Advertising World by A. Jackson

An Interview With Elemer Piros: A Strong Year For Biotechs, Looking From The Halfway Point by Joseph Allen

Invest In The Machinery Sector And See Your Money Grow by Robinson Roacho

Buying Emerging Markets From Home by SL Advisors

5 Reasons Apple Should Just Buy Sirius Already by Quoth the Raven

Is iRadio Just What AAPL Needed? by Andrew_Keene

Will These 2 Tech Stocks Lead The Way To Better Growth by Kapitall

The Government Spies For Safety Reasons, But These 3 Small Cap Data Miners Are All About Profit by Kapitall

Where Is Biotechnology's Next 'Anti-PD-1'? by Brian Nichols

Non-Operating Income Hidden In Operating Earnings by David Trainer

Cramer's Picks

Cramer's Lightning Round - We've Been Buying The Heck Out Of Applied Materials (6/18/13) by SA Editor Miriam Metzinger

Cramer's Mad Money - Retro Tech Plays (6/18/13) by SA Editor Miriam Metzinger

IPO Analysis

IPO Preview: Bluebird Bio by IPOdesktop

IPO Preview: Regado Biosciences by IPOdesktop

5 New IPOs Scheduled For Week Of June 17th by IPOdesktop

U.S. IPO Recap: Coty Fades, Gigamon Springs And 17 Companies File Or Set Terms by Renaissance Capital IPO Research

IPO Review: Esperion Therapeutics, Inc. by Fundamental Evaluation


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