Saturday, July 16, 2016

Today’s articles on Investing Ideas

Is Gilead The Next Valeant?
By Jonathan Weber • 71 comments
Gilead Sciences: Value Play Or Value Trap?
By Kumquat Research • 31 comments
How AT&T Became Relevant Again
By Dana Blankenhorn • 28 comments
PRO Pick of the Day
A 9% Dividend Yield And 50% Upside In Global Net Lease
By Dane Bowler • 16 comments
PRO ideas are forward-looking, under-the-radar opportunities from top authors. Weighted down by Brexit and Europe, Dane Bowler shows how Global Net Lease shares are undervalued in face of good lease terms - 50%+ upside.
Learn more about SA Pro
Editors' Picks
JAMA's HIV/AIDS Issue; New Treatment Recommendations: Importance To Gilead
By DoctoRx
Is Fitbit The Next Flip Camera? Maybe, But Current Valuation Is Attractive Given Upside Potential
By Paul Goncalves, CFA
Stericycle: This Is Still A Good Short
By Luis V. Sanchez
Danske Bank: An Overlooked Capital Return Story With Solid Fundamentals
By Renaissance Research
More Editors' Picks»

Long Ideas
Is Under Armour The Next FANG Stock? by Shilpa Khire
What People Haven't Realized Yet About BlackBerry by Egon Zee Research
Buy Wells Fargo After Its Supposedly 'Disappointing' Earnings by Bob Ciura
Wells Fargo: What I Care Most About by Christopher F. Davis
Skyworks: All Aboard by Kumquat Research
More Long Ideas»
Short Ideas
Ackman Emerges Victorious Over Herbalife by Bram de Haas
Tesla Autopilot Events Spinning Out Of Control by Kevin Wenck, CFA
Are Amazon Shares Stalling? by Bachar Samawi
Victoria Gold Corp: Yukon Fever Will Fade, As Will The Share Price by Sean McEniry
SodaStream - A Bubbly Valuation; 43% Downside by Otzar Capital Advisors
More Short Ideas»

Quick Picks & Lists
Valeant Pharmaceuticals: Priced For Disaster by Achilles Research
MannKind - Afrezza Scripts Starting Off Modestly On Relaunch by Spencer Osborne
Herbalife: What Everyone Is Missing by The Simplistic Investor
Union Pacific: All Aboard The Profit Train by Canuck Investments
5 Overvalued Dow Components - July 2016 by Benjamin Clark
More Quick Picks & Lists»
Fund Holdings
Carl Icahn Has A Pharma Crush by Activist Stocks
More Fund Holdings»
Insider Ownership
InsiderInsights.com Daily Round Up 7/14/16: SHAK, OPK, KFS, EVUE by InsiderInsights
More Insider Ownership»
IPO Analysis
2016 IPO Prospects: Glassdoor Gearing Up To Go Public by Sramana Mitra
AdvancePierre Foods: Craze For Defensive Names Leaves This IPO More Than Fully Valued by The Value Investor
Billion-Dollar Unicorns: SMS Assist Brings A Lackluster Industry To The Club by Sramana Mitra
U.S. IPO Weekly Recap: LINE And AdvancePierre Trade Up On Market Debut by Renaissance Capital IPO Research
More IPO Analysis»

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