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Recent PRO Updates

Here are a few recent updates to PRO Top Ideas or research.

  1. Sandridge: Richard Zeits continued his study of Sandridge with an exhaustive look at the firm's well performance in the Mississippian Lime, finding a gas sweet spot and several areas of marginal performance.
  2. Tonix Pharmaceuticals: Biotech analyst Jason Napodano updated his case for Tonix Pharmaceuticals in light of a bearish article, arguing that TNX-102SL's commercial success will lead to major upside.
  3. Re/Max: CFA Mike Arnold revisited RMAX after a post-earnings sell-off and found that the high free cash flow generation boded well for long-term investors who take advantage of the new entry point.
  4. LivePerson: New Capital responded to Nassarius Capital's bullish piece from Monday by offering a variant view, arguing the company's inability to turn a profit will persist as it operates in a commoditized industry.

Today’s PRO research (tickers link to new articles)

  1. New coverage: DNR, MEQYF
  2. Ongoing coverage: GLT, HK, LAYN, SD, SDLP, TLM, WVVI

The PRO research library now covers 3,700 stocks. To filter PRO research by sector, industry, market cap, and long/short, use the PRO Dashboard.

PRO ideas playing out

  1. On March 14, fund manager Saj Karsan saw a special situation opportunity in Global Sources, as shares traded some 20% below the price of the company's tender offer. Shares are +13.1% to date. Read article »
  2. Ariana Research called out Lexmark International in September, arguing that its impressive free cash flow generation and shift to a software-based model left shares sharply undervalued. The stock is +40.5% since. Read article »

To Come Today
Don't forget to check your SA PRO dashboard for the latest additions to our Research Library.

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, Thursday April 3
View The Latest Top Ideas »