Tuesday, August 23, 2016

Today’s articles on Investing Ideas

Gilead: You Were Warned
By Shock Exchange • 155 comments
Tesla Goes For Broke With Q3 Deliveries
By Montana Skeptic • 352 comments
You Can't Believe AMD And Intel At The Same Time
By Paulo Santos • 133 comments
PRO Pick of the Day
Radcom: Profitable, Pure-Play NFV Software Player And Capturing Share From Incumbents
By Mike Arnold • 16 comments
PRO ideas are forward-looking, under-the-radar opportunities from top authors. Mike Arnold highlights Radcom's continued market share gains - 50%+ upside.
Learn more about SA Pro
Editors' Picks
Tesla: Stop Deceiving Investors With Bogus Non-GAAP Revenue
By Disneyesque
Boyd Gaming Post Borgata: Delveraging, Focus On Locals, Attacking Debt Head On
By Howard Jay Klein
LyondellBasell: Excess Margins Will Soon Lead To Excess Supply
By Dichotomy Capital
Core-Mark Q2 2016: Management Gets Real On Free Cash Flow
By The Full Market Cyclist
More Editors' Picks»

Long Ideas
Intel And Micron Technology: Optane Vs. QuantX by Electric Phred
Gilead: In The Catbird Seat by Out of Ignorance
Is The Sky Falling Only On Gilead? by Thomas Pangia
Apple: If iPhone 7 Sales Meet Or Exceed Expectations, Is There A Reversion To The Mean Coming? by Trent Welsh
Cree Needs A New Owner: First Solar by Chris Lau
More Long Ideas»
Short Ideas
Correction Corp. Of America's Friday Bounce Provides A Good Short Opportunity by Don Dion
Caterpillar Is A Sell by Scout Finance
Don't Buy Procter & Gamble by Scout Finance
More Short Ideas»

Quick Picks & Lists
Not On Buffett's Shopping List (But A Berkshire Buy Nonetheless): Apple by Christopher Flens-Batina
Busted Chesapeake Preferred Shows Signs Of Life by Vlae Kershner
Will Leidos Take A Short-Term Hit After The Lockheed-Martin Split-Off? by Nancy Zhang, CFA
Time To Get Prepared For A Recovery Of Fertilizer Stocks? by Seeking Early Retirement
Emerson Electric - Investors Rightfully Question The Pentair Deal by The Value Investor
More Quick Picks & Lists»
Cramer's Picks
The Airline Group Is In Pain - Cramer's Lightning Round (8/22/16) by SA Editor Mohit Manghnani
Game Plan For The Week - Cramer's Mad Money (8/22/16) by SA Editor Mohit Manghnani
More Cramer's Picks»
Fund Holdings
Tracking Jeffrey Ubben's ValueAct Portfolio - Q2 2016 Update by John Vincent
Tracking Robert Karr's Joho Capital Portfolio - Q2 2016 Update by John Vincent
Tracking Allan Mecham's Arlington Value Capital Portfolio - Q2 2016 Update by John Vincent
More Fund Holdings»
Insider Ownership
Insider Weekends - August 19, 2016 by Asif Suria
More Insider Ownership»
IPO Analysis
Can The Fun Last For Acacia And Twilio? by Bespoke Investment Group
More IPO Analysis»

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