Seeking Alpha

Marshall Hargrave

 
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Title Symbol Long/
Short
Date of
publication
3m from
publication
6m from
publication
1y from
publication
Update: Lululemon 13D Filing LULU Long
8/19/2014
14.0%
-
-
Update: Dollar General Acquisition DG Long
8/18/2014
3.2%
-
-
Is Now The Time To Invest In Argentina? YPF Long
8/13/2014
4.1%
-
-
Update: Demand Media New CEO DMD Short
8/12/2014
-37.5%
-
-
Can Jana Partners Be Just What Apache Investors Need? APA Long
8/11/2014
-24.2%
-
-
Why Rowan Companies Is The Best Kept Drilling Secret RDC Long
8/11/2014
-17.8%
-
-
Will Time Warner's Rejection Of The Fox Offer Really Benefit Shareholders? TWX Long
8/7/2014
7.3%
-
-
Why Qualcomm Is Still One Of The Best Buys In Tech QCOM Long
8/7/2014
-3.9%
-
-
Can Coach Capitalize On Michael Kors' Weakness? KORS Long
7/29/2014
-6.3%
-
-
J.C. Penney: The Slow Climb Back JCP Long
7/29/2014
-17.8%
-
-
Harley-Davidson: Buy This American Icon For Cheap HOG Long
7/29/2014
2.0%
-
-
Update: Gentiva Health Services Buyout Offer GTIV Long
7/29/2014
8.0%
-
-
How Long Before Target Shakes Off The Discount? TGT Long
7/29/2014
0.6%
-
-
Update: International Game Technology Buyout IGT Long
7/28/2014
-4.5%
-
-
Update: SunCoke Selling Its Coal Business SXC Long
7/23/2014
-7.7%
-
-
GM's Compensation Policy In Perspective GM Long
7/2/2014
-11.3%
-
-
Why The Top Paid Hedge Fund Manager Owns Google GOOGL Long
6/11/2014
4.2%
-
-
Has The Market Made Another Mistake With Dick's Sporting Goods? DKS Long
6/11/2014
4.5%
-
-
This Might Be The Cheapest Investment In Apparel EXPR Long
6/10/2014
17.8%
-
-
Will Primo Water Turn Out To Be The Primo Investment Investors Hoped For? PRMW Long
6/10/2014
8.6%
-
-
Why This Small-Cap Stock Remains Undervalued ACAT Long
6/10/2014
2.2%
-
-
A Tech Turnaround Worth Owning? XRX Long
6/10/2014
6.7%
-
-
Finding Value In The Sports-Retail Market HIBB Long
5/28/2014
-9.5%
-
-
New York & Company Isn't Your Typical Turnaround NWY Long
5/15/2014
-28.1%
-35.8%
-
ADT Is A Cash Flow Machine With A Renewed Focus ADT Long
5/12/2014
15.3%
16.5%
-
The Lack Of Winter Weather Makes Vail Resorts A Buy MTN Long
5/8/2014
11.7%
28.9%
-
Norwegian Cruise Line Has The Best Fleet In The Industry NCLH Long
5/8/2014
-0.1%
22.6%
-
Is Finish Line Winning The Shoe Retail Race? FINL Long
4/29/2014
-2.3%
-6.0%
-
Why Kodiak Remains The Most Exciting Play In The Bakken Shale KOG Long
4/2/2014
14.6%
4.9%
-
Twitter's Competitive Advantage In 140 Characters TWTR Long
4/1/2014
-10.5%
6.6%
-
Tuesday Morning Is A Challenging Opportunity, But An Opportunity Nonetheless TUES Long
3/31/2014
21.6%
32.4%
-
Kirkland's Offers Growth Exposure That You Can't Get From Bed Bath & Beyond KIRK Long
3/27/2014
1.8%
-11.8%
-
Has Chipotle Made Its Own Luck? CMG Long
3/26/2014
6.5%
17.2%
-
The Ride Is Just Getting Started At Shoe Carnival SCVL Long
3/25/2014
-10.7%
-22.5%
-
Aeropostale Might Be The Cheapest Turnaround In Retail ARO Long
3/25/2014
-33.4%
-35.3%
-
Is Christopher & Banks The Next Coldwater Creek? CBK Long
3/20/2014
35.7%
70.7%
-
Yahoo And The Turnaround That Could Be YHOO Long
3/19/2014
-10.2%
6.0%
-
Foot Locker Is The Best And Broadest Play In Retail Shoes FL Long
3/18/2014
8.7%
25.3%
-
Sirius Is A Buy Regardless Of Liberty's Acquisition Failure SIRI Long
3/17/2014
-0.6%
7.1%
-
Hewlett-Packard Is No Longer A Turnaround HPQ Long
3/17/2014
19.0%
25.5%
-
Is Columbia Sportswear Still A Great Play On Winter Weather? COLM Long
3/16/2014
-0.4%
-8.4%
-
BJ's Restaurants Is Still The Best Growth Story In Casual Dining BJRI Long
3/15/2014
1.8%
5.6%
-
Rocky Brands Is Off To A Rocky 2014 RCKY Long
3/12/2014
7.2%
13.5%
-
Skechers Is Still One Of The Shoe Industry's Value Plays SKX Long
3/12/2014
27.9%
83.8%
-
Why I'm Still Blue On Big Blue IBM Short
3/11/2014
-1.8%
3.9%
-
Twitter's Value Doesn't Lie With Its Users TWTR Long
3/11/2014
-34.2%
-2.6%
-
There's Nothing Wrong With Intel's Dividend, But I Need More INTC Long
3/11/2014
13.9%
43.8%
-
Just Another WhatsApp Debate FB Long
3/11/2014
-6.2%
11.2%
-
Netflix Is No Stranger To The Pivot NFLX Long
3/11/2014
-1.7%
10.1%
-
Spirit Airlines Could Still Be On Sale SAVE Long
3/10/2014
2.1%
17.9%
-
Republic Airways Isn't Just Another Struggling Regional RJET Long
3/10/2014
15.3%
8.1%
-
Ballard Power Systems Remains The Best Bet On Fuel Cell Potential BLDP Long
3/8/2014
-46.5%
-48.3%
-
The Diffusion Of Vonage Into New Markets Can Take It Even Higher VG Long
3/7/2014
-20.3%
-21.0%
-
Don't Let The Recent Earnings Miss Keep You From Buying Chico's FAS CHS Long
3/5/2014
-6.3%
-6.4%
-
Amazon's Pullback From $400 Is A Buying Opportunity AMZN Long
3/5/2014
-13.1%
-7.0%
-
Cisco's Recent Earnings Confirms My Suspicion CSCO Long
3/5/2014
13.9%
16.2%
-
Starbucks' Pullback From $80 Presents A Buying Opportunity SBUX Long
3/5/2014
5.2%
10.1%
-
Iconix Brand Group Is An Icon In Licensing ICON Long
3/4/2014
1.6%
-1.5%
-
Having A Fit Of Haverty Furniture's Valuation HVT Long
3/4/2014
-16.5%
-16.6%
-
Google's 'Swing For The Fences' Strategy GOOG Long
2/28/2014
-7.7%
-6.4%
-
Just How Fruitful Is A Fresh Del Monte Produce Investment? FDP Short
2/27/2014
11.4%
20.9%
-
Why Mr. Market Shouldn't Be Lazy On La-Z-Boy LZB Long
2/26/2014
-1.3%
-14.6%
-
Why Apple's Valuation Is Irrelevant AAPL Short
2/26/2014
19.4%
37.9%
-
Choice Hotels Is Making Investors A Bit More Comfortable CHH Long
2/25/2014
-8.7%
9.0%
-
Can Cardtronics Prove That Cash Is Still King? CATM Long
2/24/2014
-19.6%
-5.0%
-
Facebook: Mobile A Success, Much More Success To Be Had FB Long
2/23/2014
-13.3%
5.4%
-
LinkedIn Is Becoming More Than Just Your Professional Social Network LNKD Long
2/23/2014
-21.9%
13.4%
-
Why Payments Can't Save eBay EBAY Short
2/23/2014
-7.6%
-1.4%
-
How Lululemon Quickly Went From A Growth Story To A Value One LULU Long
2/23/2014
-12.2%
-21.6%
-
Graphic Packaging Still Packs A Punch GPK Long
2/20/2014
0.8%
20.8%
-
Why Walgreen Won't Be The Biggest Benefactor Of CVS' Shunning Of Tobacco DG Long
2/20/2014
-4.2%
11.7%
-
Why Kors Can't Eat All Of Coach's Lunch COH Long
2/20/2014
-12.5%
-21.3%
-
Net 1 Is A Great Play On The Unbanked Market UEPS Long
2/19/2014
1.2%
11.4%
-
PennyMac Mortgage Offers A 10% Dividend Yield, And That's Not The Best Part PMT Long
2/18/2014
-9.6%
-3.4%
-
SunCoke Energy: A Unique Investment In Coke With Continued Upside Opportunities SXC Long
2/5/2014
-1.9%
11.4%
-
Brink's Is An Emerging Market Growth Story BCO Long
2/4/2014
-19.9%
-12.7%
-
No Need To Cover The hhgregg Short HGG Short
2/3/2014
10.8%
-9.6%
-
Is Coldwater Creek In Better Shape Than J.C. Penney? CWTR Long
1/22/2014
-91.3%
-
-
Looking Beyond 4Q, Novatel Wireless Looks To Be A Buy MIFI Long
1/17/2014
-28.8%
-31.7%
-
Tenet Healthcare: From Near Bankruptcy To Industry Leader THC Long
1/10/2014
-14.2%
-3.1%
-
Why DineEquity Is Not A Bubble About To Burst DIN Long
1/6/2014
-4.8%
-1.4%
-
TeleTech Holdings Is Making A Valid Transition Beyond The Call Center Business TTEC Long
12/30/2013
0.5%
21.0%
-
Marine Products Could Be A Sinking Ship MPX Short
12/22/2013
-18.5%
-19.6%
-
This Department Retailer Was And Will Be A Big Winner M Long
12/22/2013
12.1%
11.1%
-
Luby's Is Getting Left Behind In The Casual Dining Space LUB Long
12/18/2013
-13.6%
-34.7%
-
Strong Market Position And Buybacks Will Lead Comtech Telecommunications Higher CMTL Long
12/18/2013
1.6%
24.8%
-
A Rebranded Hillenbrand Is Now A Growth Story HI Long
12/17/2013
12.4%
12.4%
-
Johnson Outdoors: One Of The Best Pure Plays On The Recreation Market JOUT Long
12/16/2013
-9.8%
-3.9%
-
Premiere Global Services: Several Catalysts To Drive Shares Higher PGI Long
12/12/2013
12.1%
23.1%
-
The Bullish Thesis Is Alive And Well For Ballard Power Systems BLDP Long
12/12/2013
226.8%
103.7%
-
The Newly Spunoff Allegion Operates In A Stable And Large Industry ALLE Long
12/11/2013
28.4%
32.9%
-
Acxiom: A Renewed Focus And Share Buybacks Will Drive Shares Higher ACXM Long
12/7/2013
5.2%
-38.8%
-
Change Is Coming To Tredegar TG Long
12/6/2013
-5.1%
-12.8%
-
SPS Commerce: $1 Million In Earnings And A $1 Billion Valuation Don't Add Up SPSC Short
12/5/2013
13.8%
-10.3%
-
Lancaster Colony Is Fully Valued Without A Transformative Acquisition LANC Long
12/4/2013
10.6%
7.5%
-
Mr. Market Is Missing The Big Picture With Fortinet FTNT Long
12/3/2013
29.8%
26.6%
-
What Amazon's Entry Into The Food Business Means For TreeHouse THS Short
12/3/2013
-1.6%
7.4%
-
Willbros Group: A Turnaround In The Making WG Long
12/1/2013
20.9%
48.8%
-
TechTarget: A Substantial Reduction In Shares Outstanding Makes For A Compelling Buy TTGT Long
11/25/2013
15.9%
15.5%
-
Pegasystems: Leader In Customer Engagement Management With 50% Upside PEGA Long
11/24/2013
-4.1%
-13.8%
-
Is Chesapeake Still A Turnaround Story? CHK Long
11/24/2013
4.2%
6.1%
-
Omnicell: A Great Play In Medication Management OMCL Long
11/22/2013
17.2%
8.2%
-
Embracing The Idea Of Everywhere Marketing With Responsys? MKTG Long
11/22/2013
67.3%
-
-
Rudolph Technologies Will Be Guided Higher By The Rise Of Electronic Devices RTEC Long
11/21/2013
5.7%
-13.7%
-
QuinStreet: Unsustainable Business Model Leads To More Downside Pressure QNST Short
11/20/2013
-19.4%
-36.2%
-
Healthways: Questions Concerning Forward Guidance And Business Model HWAY Short
11/20/2013
14.0%
39.9%
-
ValueVision Media: Activist Investor A Sign Of A Turnaround To Come VVTV Long
11/17/2013
11.4%
-6.8%
-
LogMeIn Presents A Excellent Risk/Reward Opportunity LOGM Long
11/15/2013
26.5%
30.4%
63.1%
Tejon Ranch Is A Big Time Play On Cali Real Estate TRC Long
11/14/2013
1.6%
-11.9%
-17.2%
Peregrine Semiconductor: Misunderstood And Mispriced Apple Supplier PSMI Long
11/14/2013
-34.6%
-23.4%
54.0%
Empire Resorts: High Stakes Gambling In The NY Casino Market NYNY Short
11/14/2013
36.3%
19.0%
49.4%
Synacor: Manipulation Subsides, Go Long? SYNC Long
11/14/2013
-1.5%
-11.2%
-36.5%
Kroger's Shareholder Friendly Mentality Makes It A Must Own KR Long
11/11/2013
-10.3%
12.6%
42.5%
Energy Efficiency Drives Power Integrations Higher POWI Long
11/11/2013
8.5%
-10.5%
-5.5%
DELiA*S: Flush With Activists, But What's The Catalyst? DLIA Long
11/11/2013
-50.3%
-44.9%
-91.8%
The Real Deal For RealPage RP Long
11/11/2013
-17.8%
-27.0%
-12.4%
Callidus Software: The Most Exciting Play In Cloud Computing CALD Long
11/8/2013
9.7%
-6.9%
49.3%
Cabot Microelectronics Is An IC Company On A Huge Run, With More To Come? CCMP Long
11/7/2013
-5.4%
-2.4%
11.9%
Select Comfort Is 20% Cheaper But Still Just As Great SCSS Long
11/6/2013
-10.5%
0.4%
41.1%
Integrated Device Technology: Still A Bargain After Its Run Higher IDTI Long
11/5/2013
0.7%
17.4%
74.5%
Better Homes & Gardens Doesn't Make Meredith A Better Stock MDP Short
11/5/2013
-16.0%
-11.8%
0.6%
Compuware Could Finally Be Positioned For A Premium Buyout CPWR Long
11/4/2013
-6.5%
0.9%
-1.2%
A Mobile Gaming Platform Means It's Game Time For Shanda Games GAME Long
10/31/2013
45.6%
49.4%
46.0%
VASCO Is An Overlooked Internet Security Firm With 50% Upside VDSI Long
10/30/2013
1.1%
51.3%
228.8%
Pumping The Brakes On Monro Muffler Brake & Service MNRO Short
10/30/2013
22.9%
24.7%
16.9%
Not The Investment Of A 'Life Time' LTM Short
10/30/2013
-11.4%
3.6%
18.6%
Manhattan Associates On An Absolute Tear With Room To Go Higher MANH Long
10/28/2013
19.5%
15.9%
44.0%
Silicon Laboratories: Looks To Be A Laggard No More SLAB Long
10/28/2013
8.7%
23.7%
15.6%
Veeco: Downgrade Presents A Great Buying Opportunity VECO Long
10/27/2013
18.9%
25.6%
3.6%
MicroStrategy: A Strategy To Sell MSTR Short
10/27/2013
15.5%
20.1%
53.2%
Isle Of Capri: Hit Me Dealer ISLE Long
10/26/2013
-2.9%
-12.2%
-12.6%
Annie's: Increasing Competition Means Less Shelf Space For Organics BNNY Short
10/25/2013
-16.7%
-25.3%
-
Supertex: Looks To Be A Super Investment SUPX Long
10/25/2013
-0.2%
24.5%
-
Brightcove: A Very Bright Picture Indeed BCOV Long
10/24/2013
-13.1%
-37.4%
-61.7%
Universal Forest: A Universal Bargain Heading Higher UFPI Long
10/23/2013
8.4%
6.3%
-1.1%
Novatel Wireless: The Bottom Is In And Plenty Of Gains Ahead MIFI Long
10/23/2013
1.5%
-40.4%
-12.5%
SkyWest Is Flying Too High SKYW Short
10/20/2013
-0.6%
-12.3%
-42.9%
No Further Gains Ahead For eGain EGAN Short
10/18/2013
-25.8%
-52.0%
-66.4%
Better Off Passing By This Overvalued Billboard Advertiser CCO Short
10/17/2013
14.3%
-1.2%
-17.9%
An Unavoidable Problem With Renting-To-Own RCII Short
10/17/2013
-13.7%
-27.4%
-10.9%
Buy Ennis For The Printing And Get Free T-Shirts EBF Long
10/15/2013
-10.7%
-12.0%
-18.4%
A Buy In A Bazaar Place BV Long
10/14/2013
-25.6%
-30.6%
-32.7%
Media General: Don't Follow Warren Buffett Into This Broadcaster MEG Short
10/11/2013
51.1%
4.0%
-18.8%
Why Outsourcing Customer Service Is A Bad Idea LPSN Short
10/10/2013
55.2%
7.7%
44.7%
Texas Industries: A Sharp Pullback And More To Come TXI Short
10/10/2013
21.3%
59.5%
-
This "Team" Will Rebound TISI Long
10/6/2013
19.0%
22.2%
7.9%
PHH Corp: Parts Worth More Than The Whole PHH Long
10/6/2013
-5.5%
-5.1%
-13.5%
Nathan's Famous: It's Now Famous For Being Overvalued NATH Short
10/4/2013
-2.6%
-5.1%
33.5%
Century Casinos: An Undiscovered Gem CNTY Long
10/4/2013
-12.2%
14.4%
-13.9%
Thor Industries: On The Road Higher THO Long
10/4/2013
-2.6%
11.3%
-6.8%
American Woodmark: Built On False Hope AMWD Short
10/1/2013
13.9%
-0.5%
6.8%
Boingo: Bouncing Its Way 30% Higher With Offloading WIFI Long
9/27/2013
-5.3%
-3.6%
3.2%
Lithia Motors: Buy New, Buy Used, Just Buy LAD Long
9/27/2013
-5.1%
-11.8%
5.6%
Bravo Brio Restaurant Group: A Relatively Unknown And Underappreciated Growth Story BBRG Long
9/26/2013
9.4%
-6.1%
-11.6%
Cinemark Holdings: And So The Plot Thickens CNK Long
9/25/2013
6.4%
-7.5%
11.6%
LifeLock: A Lock To Move Lower LOCK Short
9/25/2013
9.8%
22.4%
-3.8%
Gentiva Health Services: Business Model Transition Makes For A Compelling Buy GTIV Long
9/23/2013
4.5%
-23.3%
40.9%
Douglas Dynamics: Getting Ready To Plow Lower PLOW Long
9/23/2013
15.6%
20.8%
31.4%
Steelcase: Upcoming Headwinds To Drive Shares Lower SCS Short
9/21/2013
-1.4%
-8.1%
0.9%
Pep Boys: From Buyout Bust To Bargain Buy PBY Long
9/20/2013
0.8%
7.9%
-19.4%
Sonic Corporation: No Longer On The Value Menu SONC Long
9/19/2013
10.5%
16.9%
18.2%
Stein Mart: SEC Overhang Makes This Strong Comps Retailer A Buy SMRT Long
9/18/2013
3.8%
9.0%
-4.1%
TravelCenters Of America: Value Play Or Value Trap? TA Short
9/18/2013
13.3%
12.0%
42.1%
Beacon Roofing Supply: Solid Business, Just A Little Pricey BECN Long
9/18/2013
6.7%
7.6%
-26.9%
DineEquity: Michael Dell's Choice For Dining DIN Long
9/17/2013
24.6%
22.7%
26.3%
J&J Snack Foods: Impressive Growth In Pretzels, Churros & Slushies? JJSF Long
9/17/2013
10.2%
22.2%
22.6%
Pacific Sun: Billabong Redux? PSUN Long
9/16/2013
2.6%
-8.7%
-37.2%
Susser Holdings: All Good Things Come To An End SUSS Short
9/16/2013
21.1%
26.6%
-
hhgregg: Circuit City Redux? HGG Short
9/14/2013
-27.3%
-53.4%
-66.3%
AAR Corp.: Soon To Be Flying Higher AIR Long
9/14/2013
7.1%
11.1%
3.1%
Dean Foods: The Dividend Is Coming, The Dividend Is Coming DF Long
9/11/2013
-9.2%
-23.0%
-17.0%
Coldwater Creek: Next Stop - Chapter 11 CWTR Short
9/11/2013
-56.2%
-60.9%
-
B&G Foods: Forget The Multiples, It's All About Free Cash Flow BGS Long
9/11/2013
-4.2%
-13.7%
-12.6%
Foster Wheeler: Still Too Many Headwinds Despite The Run Up FWLT Short
9/10/2013
26.7%
29.1%
28.5%
Seaspan Corporation: Buy This Shipper's Assets For $0.32 On The $1 SSW Long
9/8/2013
-3.5%
-1.0%
7.9%
G-III Apparel Group: A Unique Opportunity In Apparel GIII Long
9/7/2013
28.5%
38.8%
62.5%
Blue Nile: Serious Headwinds Ahead NILE Short
9/6/2013
24.6%
-2.3%
-22.4%
Lexmark: Still A Turnaround Story With Buyout Potential LXK Long
9/5/2013
4.5%
25.6%
50.3%
WhiteWave Foods: Misunderstood And Mispriced WWAV Long
9/4/2013
10.6%
56.3%
81.6%
Veeco: An LED Growth Story With SEC Overhang VECO Long
9/4/2013
-15.1%
10.5%
-3.3%
Cytec: The Market Is Missing Its Divestiture Plans CYT Long
9/4/2013
17.6%
25.6%
36.0%
Pinnacle Entertainment: We Haven't Reached The Pinnacle Yet PNK Long
9/3/2013
3.3%
1.2%
8.3%
John B Sanfilippo & Son: An Undervalued Snack Company JBSS Long
9/1/2013
20.6%
14.7%
45.5%
Pier 1: From Near Bankruptcy To Top Growth Story PIR Long
9/1/2013
1.1%
-14.0%
-27.8%
PennyMac Mortgage Investment Trust: A Cheap 10% Dividend Play On Mortgages PMT Long
8/31/2013
10.3%
21.8%
17.5%
Diamond Foods: This Turnaround Is For Real DMND Long
8/31/2013
14.6%
33.1%
27.8%
Select Comfort Corporation: Looking To Give Investors A Better Night's Sleep SCSS Long
8/29/2013
-12.0%
-24.7%
-6.7%
Nabors Industries: An Activist Led Turnaround Is Underway NBR Long
8/28/2013
6.3%
47.3%
68.5%
Amira Nature Foods: The Short-Covering Is Just Getting Started ANFI Long
8/28/2013
72.4%
98.5%
76.4%
Genomic Health: Market Leader In Cancer Predictions GHDX Long
8/27/2013
8.8%
-13.0%
-8.5%
Susquehanna Bancshares: Another Underappreciated Regional Bank SUSQ Long
8/27/2013
0.2%
-14.3%
-15.1%
Harman International: 75% Upside Left Even After 22% Run HAR Long
8/26/2013
24.5%
62.9%
79.6%
Movado Group: A Timeless Investment MOV Long
8/25/2013
22.4%
3.7%
16.9%
American Made But Growth Is Overseas GM Long
8/25/2013
7.5%
3.4%
1.0%
Rex Energy: A Super Frac'ing Investment REXX Long
8/22/2013
-1.3%
-13.9%
-29.2%
Boyd Gaming: A Change In Luck For The Better BYD Long
8/21/2013
-13.9%
-7.6%
-8.1%
Knight Transportation: A Best Bet On Trucking KNX Long
8/21/2013
7.7%
32.7%
50.0%
Overreactions Offer Great Buying Opportunities BRCM Long
8/21/2013
6.1%
23.7%
58.2%
Cash Rich Company Ripe For Activism NTAP Long
8/21/2013
-2.4%
-3.3%
0.1%
McDermott: Just Too Darn Cheap To Ignore MDR Long
8/20/2013
7.3%
18.4%
1.4%
Janus Capital: An Overexposed Investment Manager? JNS Long
8/15/2013
18.9%
25.0%
35.7%
Scientific Games: It's Not Gambling If You Are Guaranteed To Win SGMS Long
8/15/2013
26.5%
-9.1%
-37.4%
Chesapeake Energy: Too Much Hype? CHK Long
8/14/2013
4.6%
1.6%
4.4%
Still A Best Of Bakken Bet KOG Long
8/14/2013
31.3%
23.6%
52.5%
Starz Continues To Shine STRZA Long
8/12/2013
12.3%
19.4%
11.3%
An Occidental Undervaluing Redux OXY Long
8/12/2013
9.1%
5.9%
16.3%
Brinker International: Chili's EAT Long
8/8/2013
7.3%
16.9%
8.0%
Market Overreactions Equals Great Buying Opportunities POT Long
8/5/2013
10.7%
11.8%
25.2%
Churchill Downs: More Than Just A Racetrack CHDN Long
8/4/2013
0.8%
4.0%
5.8%
Greenhill: Einhorn Ends His Short, Just In Time To Go Long GHL Long
8/4/2013
-0.3%
-0.7%
-7.0%
Hitting The Dislike Button For Facebook's Valuation FB Long
8/2/2013
30.7%
64.4%
90.2%
Choice Hotels: Top Hotelier But Bad Investment CHH Long
7/31/2013
12.6%
17.7%
14.6%
IGT: The Game Maker To Own IGT Long
7/30/2013
5.3%
-20.2%
-5.5%
SunCoke Energy Partners: A Special Kind Of MLP SXCP Long
7/29/2013
13.4%
14.3%
37.3%
Famed Short Seller Hates Caterpillar, I Don't CAT Long
7/28/2013
2.2%
12.9%
28.7%
Oshkosh: Building A Better Future OSK Long
7/24/2013
30.9%
25.8%
32.0%
Post Holdings: Betting On A Breakfast Buyout POST Long
7/24/2013
-11.7%
13.8%
-0.8%
Old Dominion Freight Line: Moving America ODFL Long
7/22/2013
9.3%
30.0%
44.3%
Harman International: The Best Bet On Autos HAR Long
7/22/2013
28.3%
59.5%
102.7%
Owens & Minor: Healthcare M&A Target? OMI Long
7/19/2013
4.3%
3.6%
-0.5%
Shoe Carnival: Looks To Be A Fun Ride SCVL Long
7/17/2013
3.9%
-6.2%
-29.0%
CST Brands: Helping Fill Up Your Portfolio CST Long
7/16/2013
-4.6%
3.9%
3.8%
TreeHouse Foods: Worth Stocking Your Treehouse With THS Long
7/12/2013
2.0%
-1.5%
13.3%
The Off-Priced Sleeping Giant Of Off-Price Retail ROST Long
7/11/2013
8.5%
11.6%
-1.1%
Skechers Is A Great Fit SKX Long
7/11/2013
14.0%
26.7%
75.9%
Weight Watchers: Don't Bother Slimming Down Your Portfolio WTW Long
7/8/2013
-20.1%
-29.5%
-55.8%
LifePoint Hospitals: A Bet On The Leading Rural Hospital Operator LPNT Long
7/8/2013
-0.1%
15.1%
27.7%
Finish Line: Running For The Exits FINL Short
7/3/2013
12.7%
33.6%
41.9%
Best House In A Rebounding Neighborhood PHM Long
7/1/2013
-12.3%
7.5%
8.8%
Nu Skin: Cash Is King And This MLM Is Printing It NUS Long
6/30/2013
53.8%
123.3%
20.3%
ArcelorMittal: The Reversal Is Coming MT Long
6/29/2013
22.0%
56.7%
32.5%
Six Flags: Where The Wind Is At Your Back, Not In Your Face SIX Long
6/27/2013
-2.5%
5.3%
26.8%
CACI: Benefiting From The Booz Allen Fallout CACI Long
6/25/2013
12.4%
18.8%
14.2%
Charles River Labortories: A Leading Rat Supplier CRL Long
6/24/2013
11.6%
29.0%
28.9%
Hidden Value In NetApp NTAP Long
6/22/2013
16.0%
9.1%
-2.8%
An Accidental Undervaluing At Occidental OXY Long
6/22/2013
4.0%
6.2%
20.7%
Legacy Reserves: An Underrated High Yielding E&P LGCY Long
6/21/2013
5.9%
8.9%
29.5%
Progressive Waste: Profiting From Trash BIN Long
6/20/2013
23.0%
19.2%
24.9%
Synchronoss Technologies: Growth With A Great Competitive Advantage SNCR Long
6/19/2013
20.4%
-8.0%
8.9%
Why Dean Foods Is Poised To Pop DF Long
6/14/2013
-4.4%
-16.3%
-12.1%
A Bet On The U.S. Oil Equipment And Services Sector NOV Long
6/13/2013
12.0%
13.1%
12.4%
Lear: The Best Way To Play The Auto Rebound LEA Long
6/13/2013
15.8%
34.2%
48.2%
Coca-Cola Enterprises: Shaking Off The Europe Discount CCE Long
6/12/2013
10.3%
15.1%
27.3%
Ballard Power Systems: The Original Tesla BLDP Long
6/11/2013
-18.4%
-21.4%
72.4%
Apco Oil & Gas: Unjustified Selling Leads To Unjustified Valuation APAGF Long
6/8/2013
26.4%
15.0%
13.5%
IBM: Bet On Big Blue's Boom? IBM Long
6/5/2013
-8.7%
-12.2%
-6.3%
Is Starz Finally An M&A Star? STRZA Long
6/3/2013
12.8%
24.6%
36.4%
Debunking Bill Ackman: The True Downside For P&G PG Long
5/29/2013
-1.3%
8.4%
5.1%
Is Goldman Now A Value Play? GS Long
5/15/2013
3.6%
6.3%
2.0%
The Bigger Picture Apple Investors Are Missing AAPL Short
5/9/2013
0.1%
15.4%
31.3%
Billionaire Buffett Trims Moody's Stake, Now It's Your Turn MCO Short
5/3/2013
10.6%
14.2%
27.0%
Betting On The Met MET Long
4/28/2013
25.8%
25.6%
33.3%
Things Are Shaping Up At Kodiak KOG Long
4/24/2013
22.7%
77.4%
75.8%
Still Too Much Uncertainty At SandRidge SD Long
4/22/2013
20.5%
43.2%
47.5%
Bottom Feeding In Mobile BBRY Long
4/14/2013
-32.6%
-40.6%
-47.9%
The Short Side Of Hewlett-Packard HPQ Short
3/14/2013
12.2%
0.7%
34.0%
Valuing eBay's Parts EBAY Long
3/7/2013
-2.9%
-0.3%
11.5%
Making The Most Of Apple AAPL Long
3/7/2013
3.3%
17.2%
26.3%
Google: Investing In Its Long-Term Mobile Strategy GOOG Long
3/1/2013
8.1%
5.0%
50.8%
Best Bakken Bet KOG Long
2/14/2013
-9.2%
1.8%
25.9%
A SWOT Look At Chesapeake Energy CHK Long
2/13/2013
0.4%
22.7%
23.1%
Why Apple Is Still A Buy Despite Its New Industry Classification AAPL Long
2/8/2013
-2.3%
-1.7%
12.2%
Seagate Technology: This Buyout Bust Still Made Investors Rich STX Long
1/25/2013
-1.9%
14.7%
61.6%
Is Intel The Best Way To Play The Chip Market? INTC Long
1/23/2013
12.7%
10.8%
24.7%
Is Hewlett-Packard Being Left Out In The Cold? HPQ Long
1/22/2013
15.3%
49.7%
77.2%
Why Caterpillar Is A Good Investment Now CAT Long
1/21/2013
-17.2%
-11.2%
-4.8%
Why Chevron Is The Best Supermajor Oil Company CVX Long
1/21/2013
0.8%
11.2%
7.3%
Why The Dell Buyout Is Investors' Last Hope DELL Long
1/18/2013
9.3%
3.4%
10.9%