SA PRO: Top Long And Short Ideas, Wednesday December 4

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 |  Includes: BZLFY, CIDM, CNDUF, DEL, ENTCF, SGM, TAIPF, VEEV
by: SA PRO Editors

Dear SA PRO subscriber,

This is your daily report for Wednesday, December 4, with today's top long and short ideas available only to SA PRO subscribers.

Exclusive Alpha-Rich Ideas

  1. Deltic: Lean, Vertically Integrated And More Than Just A Timber Company, 35% Upside, by Alpha Bet. DEL's recent business expansions offer multiple opportunities for profit growth going forward. Exclusive until 9:30 AM today.
  2. Bunzl Plc: A Diamond In The Rough With 20-25% Upside, by Netwall. A highly effective growth model complements the perceived value in BNZL.L. Exclusive until 9:45 AM today.
  3. Stonegate Mortgage: A High Growth IPO Flying Under The Radar For Now, by Ashleigh Rogers. Investors could see a double in SGM, thanks to organic growth, scale, and acquisitions. Exclusive until 10:00 AM.
  4. Conduril: My Highest Conviction Pick, by Alpha Vulture. Perceived local market risk and temporary selling pressure on CDU.LS have created an opportunity for patient investors. Exclusive until 10:15 AM.
  5. Veeva Systems: SaaS's Biggest Bubble And Tech's Best Short, by Suhail Capital. A misleading emphasis on VEEV's initial profitability has created a bubble in the share price - and a compelling short play. Exclusive until 10:30 AM.
  6. Entrec Corporation: A 20% FCF Yield And Poised To Grow, by Steven Reiman. ENT.V is undercovered, well-managed, and cash flow-rich. Improvements in the capital profile could lead to a double. Exclusive until 11:00 AM.

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. Monday, Dennis Beaudet called Taipan Resources a 'minnow' that could grow into 'Jaws', with a recent deal valued higher than the company's market cap. The stock is +17.4% since. Read article »
  2. On September 11, Intangible Valuation noted that Cinedigm Digital Cinema (NASDAQ:CIDM) had a profitable business model obscured by accounting rules. Shares are +56.2% 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.

SA PRO Editors
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The SA PRO team is Eli Hoffmann (Editor in Chief), Daniel Shvartsman (Managing Editor), Michael McDonald, Jeffrey Fischer, and Vince Martin (Senior PRO Editors). You can reach us at pro-editors@seekingalpha.com.