SA Pro Insider's Report, Thursday July 25

Includes: AVHI, HTS, MDAS, RYN
by: SA PRO Editors

This is a copy of the SA Pro Insider's Report sent exclusively to Pro subscribers on Thursday, July 25. It was made fully available on Seeking Alpha twenty-four hours later.

Dear SA Pro subscriber,

This is your Insider’s Report for Thursday, July 25, with today's high-conviction long and short ideas available only to SA Pro subscribers.

Exclusive Alpha-Rich Ideas

  1. Private Equity Investment In AV Homes Could Power Company Higher, by David Guarino. A recent private equity investment and a focused strategy could lead to significant upside for this housing play. Exclusive until 08:30 AM today.
  2. Specialty Fiber Dominance Propels Rayonier's Outperformance, by Dane Bowler. Steep barriers to entry, secular growth trends, and vertical integration make Rayonier an outperformer. 37% upside over the next two years. Exclusive until 12:30 PM today.

Stock Movers and Great Calls
Alpha-Rich long and short ideas regularly move stocks and identify stocks that are about to move. Some notable recent calls subscribers had early access to:

  1. On Monday, mREIT expert REIT Analyst looked at Hatteras Financial's (NYSE:HTS) hedging strategy and suggested at least 10% downside for shares was possible. The stock closed yesterday -12.1% from where it was when the article came out. Read article »
  2. Investment advisor Trading the Spread cited MedAssets (NASDAQ:MDAS) on June 25 as a beneficiary of healthcare reform with big upside. The stock is +20.5% since. Read article »

To Come Today
Don't forget to check your SA Pro dashboard later today for the latest Alpha-Rich articles.

SA Pro Editors

The SA Pro team is Eli Hoffmann (Editor in Chief), Rachael Granby (Editorial Product Manager), Samir Patel (Senior Pro Editor) and Daniel Shvartsman (Senior Pro Editor). You can reach the four of us at