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Dear SA PRO subscriber,

This is your daily report for Tuesday, December 10, with today's top long and short ideas available only to SA PRO subscribers.

PRO Exclusive: What's New

We’re happy to announce the launch of a new PRO Dashboard designed exclusively for PRO subscribers. The new PRO Dashboard delivers easier to find:

  • Research library, with over 4,500 PRO articles covering more than 3,000 stocks.
  • Alpha-Rich ideas, our top long and short ideas, with 24-hour early access for subscribers.
  • Article search features, including the ability to search by sector and industry.
  • Additionally, on all quote pages, PRO subscribers will receive highlighted PRO content.

If you have any feedback on this or other recent changes, please let us know at prosupport@seekingalpha.com.

Exclusive Alpha-Rich Ideas

  1. Gafisa S.A.: Real Turnaround With Near-Term Catalysts And Longer-Term Value, by Abdalla Al-ayrot. Strategic management decisions and high-margin core markets could make GFA a multi-bagger. Exclusive until 9:30 AM today.
  2. Envestnet: Priced For Perfection, No Moat, And Lurking Risks, by Alpha Gen Capital. The risks facing ENV are underestimated, and should lead to 30% downside. Exclusive until 9:45 AM today.
  3. JMP Group: Industry Tailwinds And Company-Specific Catalysts Should Boost Stock 50%, by Shaun Currie, CFA. JMP has fallen out of favor, but improving results and multiple expansion make the stock a low-risk play. Exclusive until 10:00 AM today.
  4. Embrarer: Contrarian Value Play With Strong Secular Tailwinds And A Compelling Valuation, by Trading the Spread. ERJ is seeing secular growth in demand and is trading at a 30% discount to peers. Limited competition will lead to 40% upside. Exclusive until 10:15 AM today.
  5. Pacific Sunwear: Finding Sunshine Amidst Teen Retail Gloom, by Helix Investment Research. Turnaround story PSUN is growing revenues and expanding margins, leading to a strong 2014 and 40% upside. Exclusive until 10:30 AM today.
  6. Tuesday Morning: An Expensive And Troubled Retailer Makes For A Good Short, by Intangible Valuation. The market has overreacted to signs of a marginal turnaround at TUES; with peak earnings a distant memory, investors should consider a short position. Exclusive until 1:45 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 Friday, Value Digger called out Chinook Energy as undervalued by every measure, with pending asset sales a catalyst for explosive gains. The stock is +28.2% in the two sessions since. Read article »
  2. On September 4, Michael Sacerdote called then-high-flying biotech Ambit Biosciences a "one-trick pony with a broken leg," and questioned the company's pipeline. After a regulatory setback last week, shares are -41.7% to date. Read article »

To Come Today
Don't forget to check your new 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.

Source: SA PRO: Top Long And Short Ideas, Tuesday December 10