Today In SA PRO: Friday, July 25

Includes: AR, MKL, PAYC, TPCA, ZQK
by: SA PRO+ Editors

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 (
- Rachael Granby, SA PRO Engagement Management (
- For PRO account issues, please email



- SA PRO now covers 4,241 stocks (5 added today). You have exclusive access to this coverage in the PRO archive.
- Top Ideas in this email were released at 5:00 am, July 24. You get an exclusive early look at these ideas for 24 hours.
- Filter all articles by sector and style on your SA PRO Dashboard.
- Update your watchlist for real time email alerts here.