Wednesday, July 27, 2016

Today’s articles on Investing Ideas

Gilead: The Good, The Bad And The Ugly
By Bret Jensen • 114 comments
Gilead: So What's It Worth Now?
By Nigel Kelly • 101 comments
Why Does Anyone Own General Electric?
By Josh Arnold • 46 comments
PRO Pick of the Day
Ituran: A Discounted, Undiscovered Gem
By Otzar Capital Advisors • 10 comments
PRO ideas are forward-looking, under-the-radar opportunities from top authors. Otzar Capital Advisors showcases Ituran's recurring revenue business model - 35% upside.
Learn more about SA Pro
Editors' Picks
Sorry, Tesla, But The Gigafactory Is Nothing To Celebrate
By Montana Skeptic
Platform Wars: The Final Score
By Benedict Evans
No Balm In Gilead? Can Self-Inflicted Wounds Heal?
By DoctoRx
Can GM's Cadillac Compete With The European Premium Brands?
By Anton Wahlman
Be Contrarian And Invest In British Land Post-Brexit
By Jussi Askola
More Editors' Picks»

Long Ideas
AMD Prepares To Kill Nvidia's Graphics Lead by Alpha Max
Chesapeake Energy: Buy Ahead Of Earnings by Macro Ops
Gilead Sciences - Underneath The Smoke Is Long-Term Potential by The Value Portfolio
Qualcomm: More Upside by Stone Fox Capital
Apple Pay, Wal-Mart Pay And The Importance Of Controlling The Key Technology by Robert Lehar
More Long Ideas»
Short Ideas
Suddenly All Hands Must Rush The Gigafactory by Paulo Santos
Mitek Directors Are Involved In Highly Questionable Past And Present Legal Proceedings Despite A Clear Statement To The Contrary Within The 2016 Proxy by Real Talk Investments
Why You Should Stay Away From Union Pacific by Fundamental Investing
How I Shorted Chesapeake's April Rally And Survived To Tell The Tale by Arbitrage Trader
What Is Pokemon Actually Worth To Nintendo Shareholders by Redrut
More Short Ideas»

Quick Picks & Lists
Apple Tops Earnings, BlackBerry's New Phone, Amazon Prime Heads To India - Eye On Tech by Bret Kenwell
Apple's September Quarter Guidance Could Be Significantly Short Of Expectations by ChuckJones
BlackBerry Breaks Out: DTEK50 Launched by Nikhil Gupta
Yahoo's Last Hurrah by Joel West
Cliffs Natural Resources: 4 Things To Watch In The Q2 Report by Vladimir Zernov
More Quick Picks & Lists»
Cramer's Picks
Good Enough - Cramer's Mad Money (7/26/16) by SA Editor Michael Hopkins
What Happened To Skechers? Cramer's Lightning Round (7/26/16) by SA Editor Michael Hopkins
More Cramer's Picks»
Fund Holdings
David Einhorn Q2 2016 Letter: Hit On Amazon, Fracking Shorts by ValueWalk
More Fund Holdings»
Insider Ownership
InsiderInsights.com Daily Round Up 7/25/16: Shake Shack, Nuveen Global Equity Income, JAKKS Pacific, Frequency Electronics by InsiderInsights
More Insider Ownership»
IPO Analysis
We Remain Cautious On The Kadmon IPO At This Early Stage by Don Dion
We Look Forward To The Kinsale Capital IPO by Don Dion
Bioventus: Reason For Concern by Don Dion
More IPO Analysis»

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