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Top Idea: Paycom Software by Dallas Salazar: Long / Technology - Business Software & Services / Growth / Small-Cap / Newly Public Company / Secular Growth

Top Idea: Antero Resources by Richard Zeits: Short / Basic Materials - Oil & Gas Drilling and Exploration / Value / Large-Cap / Overvaluation / Cyclical Swing / 25% Downside

Top Idea: Tropicana Entertainment by Michael A. Williams: Long / Services - Resorts & Casinos / Value / Small-Cap / Transformative Acquisition / Relative Valuation / Turnaround / 30% Upside

Top Idea playing out: ZQK (QuikSilver) by BluePac Partners, June 9, 2014. -10.9% (Read author update »)

Top Idea playing out: MKL (Markel) by Eliot Murray, October 23, 2013. +25.3%

New PRO Research: American Public Education, Applied Optoelectronics, Austex Oil, Cameron, Copper Mountain Mining, Electronics For Imaging, Innovative Food Holdings, Iron Road, iStar Financial, Linear Technology, Pacific City Financial, Scholastic Corporation, Silicom, Trimble Navigation

Wishing you a successful day,

- Daniel Shvartsman, SA PRO Managing Editor (daniel@seekingalpha.com)
- Rachael Granby, SA PRO Engagement Management (rachael@seekingalpha.com)
- For PRO account issues, please email prosupport@seekingalpha.com

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Notes

- SA PRO now covers 4,241 stocks (5 added today). You have exclusive access to this coverage in the PRO archive.
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Source: Today In SA PRO: Friday, July 25
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