SA Pro: Top Long And Short Ideas, Friday September 20

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 Friday, September 20. It was made fully available on Seeking Alpha twenty-four hours later.

Dear SA Pro subscriber,

This is your daily report for Friday, September 20, with today's top long and short ideas available only to SA Pro subscribers.

Exclusive Alpha-Rich Ideas

  1. 6 Reasons I Am Short Synergy Resources , by Josh Young. SYRG's valuation is well out of line with peers despite operational struggles and vulnerabilities. 50% downside. Exclusive until 9:30 AM today.
  2. Perion: A Misunderstood And Unappreciated Merger, by Igor Novgorodtsev. Perion's initial drop after announcing a merger was a mistake, argues buysider Igor Novgorodtsev. The subsequent economy of scale and undervaluation should drive 45% upside. Exclusive until 9:45 AM today.
  3. Datalink: An Underappreciated, Long-Term Play On Cloud Computing, by Vince Martin. While DTLK doesn't have a lofty valuation, it does have a solid earnings model and unappreciated growth plans. 75% long-term upside. Exclusive until 10:00 AM today.
  4. Xyratex: Baker Street Bets Half The Fund, Imminent Catalyst For 70% Upside, by Kingsley Park Capital. A read-through from a key customer suggests XRTX's ClusterStor is a big hit. Exclusive until 10:15 AM today.
  5. Ship Finance Offers Good Returns For Above-Average Risks, by Stephen Simpson. SFL shares trade at a substantial discount to NAV. 30% upside and a 10% dividend in the meanwhile. Exclusive until 1:15 PM today.
  6. Perficient, Inc. Is Winning And So Can You - 50% Upside Going Forward, by Shaun Currie. PRFT outperforms peers thanks to a focused domestic and overseas strategy, but still trades at a discount. Exclusive until 1:30 PM today.

Alpha-Rich Updates

  1. Buysider Thomas Finser checked in on Orion Marine Group after its Q2 earnings report. Despite tepid guidance, the company's long-term story has improved. Read update »
  2. Alan Brochstein followed up on Apogee after its Q2 report. Despite over 20% price appreciation and a soft quarter, the company still has room to go higher. Read update »

Are there any other Alpha-Rich ideas you'd like updates on? Please let us know, either by email or by commenting on this article.

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 9, Ashraf Eassa showed how a new product cycle, recent redesigns, and a cheap valuation made Emulex a buy. The stock is +8.9% since. Read article »
  2. On August 16, Street Smart Investor said a cash inflow from a JV would allow Deep Sea Supply to take advantage of tailwinds in the offshore drilling industry. The shares are +24.3% to date. Read article »

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

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