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Wednesday, April 29, 2015

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Top Ideas

Fabrinet: Best Of An Ugly Breed, Valued Like A Dog
by Brendan Rose

Editor's notes: Long / Small Cap / Electronic Manufacturing Services / Value / Market Share Growth / Relative Valuation / Performance Award Winning Author / 50%+ Upside

High Arctic Energy Services: Spring Clearance Sale Is Ending Soon
by Value Digger

Editor's notes: Long / Small-Cap / Oil Services / Value / Temporary Headwinds / New Market Opportunity / Performance Award Winning Author / 90% Upside

Long Ideas

Polonia Bancorp: A Community Bank Brimming With Activists by Nate Tobik

I Just Bought Communications Sales & Leasing And Am Expecting 50% Upside by Mike Serebrennik

Paragon Group Plc - A Stock To Retire On by Henry Jamieson

Full House Resorts: A Speculative - And Likely Entertaining - Potential Turnaround by Vince Martin

Watching Orocobre From The Sidelines by Livio Filice

Perfect Set-Up For Barrick Gold by Individual Trader

Vitamin Shoppe's Shares Could Soar If Leadership Changes by Daniel Jones

Cummins - Repelling Headwinds With Smart Strategies And Active Management by Winning Strategies

Sonic Has A Bright Future Ahead by Ross Capital

To Answer Naomi Rose I Spoke With The Top Scientists At SeaWorld by Alex Pitti

Wait For A Pullback To Buy Dunkin' Brands by Dushyant Arora

Walt Disney - 2 Thumbs Up For 'Avengers: Age Of Ultron' Overseas Release And 2015 Outlook by LN Investors

Texas Roadhouse Upside Potential by Max Grigoryev

Applied Materials: Well-Positioned In Numerous Growth Industries by Simple Investment Ideas

MGT Capital Investments: DraftDay Is An Interesting Asset And The Company Is A Willing Seller by Bram de Haas

Hertz Global Holdings: Drive To Returns by nicholas liu

Cummins Is On Sale For Long-Term Investors by Dan Strack

My Growth Portfolio: Topping Up MasterCard by Integrator

Starbucks: Innovation Driving Business Forward by Musings of a Banker

Why Tesla Needs To Increase Pricing In Asia And Pursue Fleet Sales by Jung-Yung Jonathan Chang

Apple Reports A Stellar Quarter, Outlook Also Solid by Alex Cho

Harley-Davidson: Rare Value In A Premium Brand by Anthony Ruben

Cameco - Is This A Secular Rebound For Nuclear Power? by Atlanta Equity Professional

Total Produce: Lower Oil Price Offers A Fresh Bargain by Timberwolf Equity Research

Sony's Partnership With Valiant Strengthens Movie Business, Capitalizes On Superhero Craze by Chris Katje

GM To Fire On All Cylinders by Avi Goot

Cameco - A Value Investing Analysis by Lars Christian Haugen

Free Yahoo! by Chris DeMuth Jr.

Imprivata Has A Pipeline Of New Products While Already Improving Revenues by Joe Albano

U.S. Bancorp: The Gold Standard In The Financial Sector by Nicholas P. Cheer

Tomra: Reverse-Vending Technology Offers Big-Data Opportunities Going Forward by Alex in Oslo

INC Research: A Secular Bull Just Past An Inflection Point by Dallas Salazar

Freeport-McMoRan Fairly Valued If Copper Prices Remain At Current Levels by Alpha World

Why CBI Is A Long-Term Buy by Cale Kaczmarek

Petrobras Is My Favorite Idea That Everyone Knows, But No One Understands by Conrado Foglio Bonda

Stronger First Quarter Sales Help Roche, But ASCO Probably Matters More by Stephen Simpson, CFA

There Is Money In The Grocery Business by Josh Klein

Fastenal - Recent Quarter Shows Business Model Performing by SG Investment

Crown Crafts: A Better Company Than The Market Gives Credit For by Mark Lin

MiX Telematics: My Best Contrarian Pick, Now With A Near-Term Catalyst by Tal Davidson

Don't Sell Your Mattel Shares - They Are Going Much Higher by Matthew Waterman

IBM Gains Momentum by Alexander J. Poulos

Is Seadrill A Value Trap? by The Value Hunter

Ascena Retail's Expansion Strategy Makes It An Attractive Investment by Arsalan Mohiuddin

National Oilwell Varco - Long-Term Opportunities For Investors Who Are Not Afraid Of Volatility by The Value Investor

Sanderson Farms: Excellent Management With Low-Risk, High-Growth Strategy by John Zhang

Global Distribution Systems: A Bright Spot In A Disappointing Airline Industry by Robin Thomas

Achillion Pharmaceuticals Could Hang With The HCV Big Boys by Clinically Sound Investor

Mandalay Resources Is Profitable, Pays A Dividend And Is Undervalued by Hard Asset Investments

Is 2 Out Of 3 Good Enough For Verizon Investors? by Michael Henage

Credit Suisse: Why Investors Should Bank On This Undervalued Giant by Phil DeAngelo

Why A Beaten-Down Fortuna Silver Mines Looks Set For A Rebound by Harsh Singh Chauhan

TGS Nopec - One Of The Best Picks In The Oil Service Industry by Christoph Aublinger

Microsoft Reports Solid Quarter, But Next Year Looks Way Better by Alex Cho

Alibaba Has A Leading Cloud Division Too by The Panoramic View

RCI Hospitality: Another Reason Why You Should Reconsider Your Approach Towards Sin Stocks by Alexander Valtsev

Is Alnylam In 2020 Worth $9 Billion Now? by William Meyers

Why It Is A Good Idea To Hold Onto The Habit by Kevin Quon

IMAX Bull Case Improves With Time Warner Deal, Adding DC Comics And Lego Franchises by Chris Katje

Ultratech Surprises To The Good, But Not Where Investors Want To See It by Stephen Simpson, CFA

American Express Is A Good Long-Term Buy by Ajay Patwari

CARBO Ceramics: Not Dead Yet by Brian Bain

New Partners Make BitAuto Stronger, Not Weaker by ONeil Trader

Starbucks 2015 Upside Still Promising, Long-Term Upside Even More Fascinating by The Socially Responsible Investor

Intel Is Also A Future Beneficiary Of A Kabam IPO by Alcaraz Research

My Recent Google Fiber Argument Proves Unjust by Brian Nichols

The Habit Restaurants: One Of The Few IPO Stocks Not Overpriced by Alexander Valtsev

Enerplus - Why This Bakken Player Can Deliver More Upside by Harsh Singh Chauhan

Multi-Fineline Electronix: Worth Considering Up To $30.50 Per Share by Matt Margolis

Long Actelion In European Biotech - Get In Now Before This Ship Sets Sail by Robert Romano

American Axel And Manufacturing Will Benefit From New CAFE Standards by Alpha Gen Capital

Verizon: A Few Takeaways From The Recent Quarter by Albert Alfonso

Intercept Pharmaceuticals: Serving Unmet Needs With Blockbuster Potential by DoconStocks

Facebook Shares Discounted After Not Pricing In Q1 Results by Dallas Salazar

Acacia Research Reveals... by Rochelle Jenks

What Amazon Will Do With New Capital Ammunition by Dana Blankenhorn

LGI Homes A Contrarian Pick With An Exceptional Upside by Psycho Analyst

Everyday Health: Growing Shareholder Value Despite A Falling Share Price by Dallas Salazar

Qlik Technologies: Impressive Quarter Should Drive Near-Term Gains by Vince Martin

Strong Initial Results From Bill Barrett Corp.'s Extended Lateral Program Means More Upside Ahead by Callum Turcan

Why This Large EUV Order Is A Big Deal For ASML by Pim Keulen

Cvent Ups Its Value Proposition In A Big Way by Dallas Salazar

Why ANI Pharmaceuticals Should Significantly Outperform Expectations In 2015 by ONeil Trader

Evaluating Amazon's Latest Target, W.W. Grainger by Dana Blankenhorn

Eldorado Gold: The Epic Saga Continues At The Skourie Mine by Fun Trading

Catalent: A Core Position Candidate? by Dallas Salazar

Sirius XM: Why I'm Buying The Stock Despite Its First-Quarter Earnings Miss by Richard Saintvilus

Taro's Stock Has An Upside Potential by Max Grigoryev

Gilead Sciences' Rumored Takeover Of Vertex Pharmaceuticals Has Merit by Alexander J. Poulos

Short Ideas

A Short Strategy With Shaw Communications Inc. by Cameron Conway

Say Goodbye To Your Margins: What Google Fi Means For Verizon by Cameron Graham

Procter & Gamble: Bearish Bias Confirmed By Q3 by Vince Martin

Verizon Releasing Skinny And OTT Packages - Will They Work? by Alex Pitti

Qlik Proves That Stealing Market Share From Tableau Is Easier Said Than Done by Brian Nichols

The Downside To Investing On Pandora's Q1 2015 EPS Win by Aaron Faulkner

AirMedia Doubles On Misleading Investment Transaction by Richard Pearson

SolarWindow Technologies: I'm Not A Believer by Hunter Straus

Why The Battery Storage Initiative Is Worth No More Than $3.60/Share To Tesla's Stock Price by Logical Thought

Juniper May Be Optimistic, But You Should Not Be by Brian Nichols

After Failure Of Phase 3 Trial, Aerie Pharmaceuticals Struggles To Find Value by Edward Vranic, CFA

Quick Picks & Lists

BP: It's The Tax Break, Stupid by Price Point

National Oilwell Varco - Still Less Attractive On Muted Outlook by Winning Strategies

Wait For More Green Shoots Before Throwing Money At Bebe Stores by George Hanley

Why I Bought Twitter On The 18% Drop by Brian Bain

ModernGraham Quarterly Valuation Of 3M Company by Benjamin Clark

General Electric: Definitely Not A Sell by Anthony Ruben

Ecolab Could Experience Short-Term Headwinds by Winning Strategies

Is Bank Profitability Linked To Fed Funds? by Celan Bryant

Hepatitis C Competitive Landscape: The Holy Grail by Sagacious Investor

Murphy Oil - Down, But Not Out by Harsh Singh Chauhan

When It Comes To Rails, Stick With America by Daniel Jones

Quiksilver's Brand Focus Keeps It At A Disadvantage by Arsalan Mohiuddin

Is Kona Grill Biting Off More Than They Can Chew? by ColoradoWealthManagementFund

Uranium Continued: Is URG > UEC? by Lucas Roberts

Apple Zooms In China; Lenovo, Huawei Aim High by Doug Young

AbbVie Pushing Hepatitis C Pipeline, But Is It Fast Enough? by Clinically Sound Investor

Gloomy Future Prospects For Electric Utilities by Simple Investment Ideas

U.S.-Huawei Standoff Set For Thaw? by Doug Young

Reassessing Capital City Bank Group by Christopher F. Davis

ARI Network Services Grows Organically And By Acquisition by Sergio Heiber

Guess Inc.: No Signs Of Good Business by Arsalan Mohiuddin

China's Ramped Up Solar Ambitions Are Starting To Take Form by Simple Investment Ideas

Aramark: Another IPO Stock Too Late To Buy by Alexander Valtsev

Lifting The Export Ban Will Open Up A Robust Opportunity For Pioneer Natural Resources by Value Ideas

Will Pfizer Relaunch Its AstraZeneca Bid? by Emerging Equities

Akzo Nobel: Slow Growth European Blue Chip by Holmes_Osborne

Machine Learning - The New Cloud Sweet Spot, And Amazon Trails by Dana Blankenhorn

Looking At Biogen Through Warren Buffett's Eyes by Thomas Pound

Civitas Solutions: Addressing Its At-Risk Youth Issues Is Bullish Longer-Term by Dallas Salazar

Cramer's Picks

Buy Apple After It Settles - Cramer's Mad Money (4/28/15) by SA Editor Mohit Manghnani

Own Berkshire Hathaway - Cramer's Lightning Round (4/28/15) by SA Editor Mohit Manghnani

Fund Holdings

Legacy Oil Plus Gas - Another Activist Target In The Oil Space by Marshall Hargrave

Our 2015 Portfolio Q1 Returns by Robur Investment Resources

Insider Ownership

IBM: Executive Compensation At Big Blue by Zero Gravitas

InsiderInsights.com Daily Round Up 4/27/15: LOGI, OPK, PFIS, CEN by InsiderInsights

IPO Analysis

IPO Preview: Enviva Partners, LP by IPOdesktop

Enviva Partners' IPO Shows A Great Valuation And High Growth Potential by APBK Capital

CoLucid Pharmaceuticals - Favorable Valuation For Late-Stage Biotech by APBK Capital

Blueprint Medicines - High Valuations On A Preclinical Pipeline by APBK Capital


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