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
- 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.
- 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.
- 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.
- 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.
- 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.
- 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:
- 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 »
- 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
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 email@example.com.