SA Pro: Top Long And Short Ideas, Thursday September 12

by: SA PRO Editors

This is a copy of the SA Pro Top Long And Short Ideas daily report sent exclusively to Pro subscribers on Thursday, September 12. It was made fully available on Seeking Alpha twenty-four hours later.

Dear SA Pro subscriber,

This is your daily report for Thursday, September 12, with today's top long and short ideas available only to SA Pro subscribers.

Exclusive Alpha-Rich Ideas

  1. Cinedigm: GAAP Complexity Conceals A J-Curve Business Model In Its Cash Collection Phase, by Intangible Valuation. Accounting rules obscure how profitable CIDM's model can be. A recent acquisition and deal with Netflix could mark an inflection point. Exclusive until 9:30 AM today.
  2. Le Gaga Holdings: A Buyout Arbitrage Opportunity, by Mike Arnold. An insider-led buyout offers GAGA shareholders a profitable exit. 10% discount to the offer price, and considerable upside if the deal falls through. Exclusive until 9:45 AM today.
  3. ADT - Undervalued Franchise Able To Defend Market Position, by Nathan Hamilton. ADT's steady cash flow and unique model should keep it safe from new competitors. 50% upside. Exclusive until 2:45 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 September 3, Tim Travis explained why Aeropostale (NYSE:ARO) was a perfect fit for a private equity buyout. The stock is +10.5% since. Read article »
  2. On June 13, Money Investor highlighted Rentrak's (NASDAQ:RENT) disruptive business model and growing market share. The shares are +22.8% since. Read article »

To Come Today
Don't forget to check your SA Pro dashboard during market hours today for the latest Alpha-Rich ideas.

SA Pro Editors

The SA Pro team is Eli Hoffmann (Editor in Chief), Rachael Granby (Editorial Product Manager), Daniel Shvartsman, Samir Patel, Michael McDonald, and Jeffrey Fischer (Senior Pro Editors). You can reach us at