All ideas

Julian Robertson believes Apple is the world's cheapest stock, suggesting that if it had existed in the 1970s, it would be trading at five times its current value. He is considering shifting his TIPS

Apple is currently trading at 12x earnings, which is attractive given its strong product lineup and significant cash reserves. The anticipated release of the Apple television set this year adds to the

The market is currently undervaluing Owens-Illinois due to a focus on short-term earnings rather than its long-term earnings potential. The company is expected to earn $3.00 per share in 2012 and $3.4

Thermo Fisher Scientific is another company that has shown resilience in tough economic times, making it a worthwhile investment. Similar to Smuckers, it was acquired at a low valuation while still gr

Smuckers is a resilient company that performs well even in challenging economic conditions, making it a strong candidate for investment during downturns. The company was acquired at a low valuation of

Joy Global is a leading manufacturer of coal-mining and surface mining equipment, which is essential as coal continues to provide a significant portion of electricity generation in the U.S. Despite cu

Kodak is cited as a historical example of a value trap, where investors misjudged its declining business model and cash flow management.

The investor is short GM, suggesting a negative outlook on its performance relative to other automotive companies.

The investor is short Ford, indicating a belief that the company may underperform compared to its peers.

The investor has been long Toyota for a number of years, suggesting a belief in its stability and growth compared to other automakers.

The investor has been long Honda for a number of years, indicating confidence in its performance relative to competitors.

At $20 per share, Avon common stock represents an opportunity to buy an $11 billion dollar iconic global beauty products company near its historical trough value. The company has strong market shares

Hankook Tire is expected to see a 9% increase in average selling price (ASP) across all regions, leading to gross profit margin expansions and significant bottom-line growth of 32% and 29% in 2012 and

We recommend buying the Hankook Tire share because we believe the market is underestimating the product price growth potential of Hankook led by improvement in brand value. Our target price is W71,000

Hewlett Packard is a strong cash flow generating, market-leading company that is being punished by the market for recent company announcements and multiple CEO changes. The sell off has been overdone,

Michael is considering Chicago Bridge & Iron due to its strong market position in LNG projects and the expected growth in natural gas consumption globally, particularly in China. The company's ability

Chicago Bridge & Iron is positioned to benefit from the increasing global demand for natural gas, particularly in Asia, where LNG projects are expected to surge. The company has a strong market share

Chicago Bridge & Iron is undervalued with a target price of ~$60, representing a potential upside of ~40%. The valuation is based on a sum-of-parts analysis and the company's expected share of global

BJ's Restaurants is overvalued given its current growth stage and the challenges it faces in expanding its restaurant count. The company is unlikely to reach its target of 300 locations due to limited

BJ's Restaurants, Inc. represents an attractive short investment due to its premium valuation at 47x LTM earnings while only forecasting 13% growth. The company's growth is dependent on a maturing bas

We own TARP Warrants in Hartford Insurance, having conducted extensive modeling to understand the risks and rewards associated with their annuity exposure.

ATMI's strategic relationship with Intermolecular and its ownership stake position it well to benefit from new semiconductor technologies, which are underappreciated by analysts.

ATMI has a solid annuity-like business model with significant cash reserves and growth potential in life sciences and semiconductor technology, making it an attractive investment at its current valuat

We bought Pacific Biosciences at a low market cap, believing in its long-term potential in the genomic sequencing space, despite its current cash burn and competitive risks.