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PRO Top Ideas
Top Ideas are high-conviction long or short ideas focused on market mispricings with asymmetric risk/reward profiles.
Semperit Offers Real Value In Obscurity
- Semperit is among the market leaders in all of its major business lines and has an enviable track record of double-digit ROIC.
- Substitution and over-capacity are two long-term risks, but Semperit has a competitive cost structure and strong customer relationships.
- A small float and very low volume likely contribute to undervaluation, as the shares appear 35% undervalued on mid-single digit revenue growth.
- Amidst Huge Unknowns, Conatus Pharmaceuticals Worth A Closer Look
- Taseko Hoping To Offer Its Own Copper Growth Story
- Execution And Commodity Risks Have First Quantum At An Appealing Price
- Cosan's Value Is Worth The Hassle
- Gome's Realism On Electronics Retailing Still Not Fully Appreciated
- NCR Hits The Throttle On Its Transformation Plan
- Senomyx Is Getting A Second Wind On Commercialization Potential
- Summer Infant's Self-Improvement Could Take It A Lot Further
- There's Still Room For Parker Drilling To Outperform
- Will More Good Data From Lexicon Finally Bring In A Partner?
- Miller Industries Anything But A Wreck
- Keppel's Collected Parts Are Undervalued
- Ship Finance Offers Good Returns For Above-Average Risks
- Manitou Looks Like A Hidden Gem In France
- A More Focused Sulzer Should Be A Better Sulzer
- Gazprom's Discount Seems Extreme
- From Russia With No Love, Lukoil Trading At A Very Low Multiple
- Improving Housing And A Major Deal Make Louisiana-Pacific Much More Interesting
- Amidst Rate And Commodity Worries, Oneok Partners Looks Interesting
- Patient Investors Get A Crack At Plum Creek Timber
- Mattson Technology: A High-Beta Play On 20nm And Below
- Digital Cinema: A Tricky Mix Of Opportunity, Risks, And Uncertainty
- Cyan Looks To Bring The Green
- IPG Photonics Looking To Innovation And Integration
- Even After A Big Run, The Housing Recovery Can Take Techtronic Higher
- OMV's Transformation Should Unlock Meaningful Value
- ON Semiconductor - If It Stops Getting Worse, It Could Get So Much Better
- A Beat's A Beat, But Brocade Still Needs More Growth
- Tullow Hasn't Forgotten How To Find Oil, And The Shares Look Too Cheap
- CRE Playing The Long Game In China, And Looks Significantly Undervalued
- Receptos Could Meet With A More Positive Reception