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: 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
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