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  • SumZero Top-Rated Idea: Long on Sears Hometown

    Published: May 24, 2013

    SHOSSHLDWMTTGTAZNCOSTBBY

    The initial taste in people’s mouths when they hear of a Sears’s spinoff is what initially drew us to the situation. Over the last seven years, many value investors have fallen into the “SHLD” trap hoping that the market will value the assets on a “sum of the parts” / liquidation value higher tha...

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  • Quick Pitch: Long on AstraZeneca (NYSE: AZN)

    Published: September 11, 2012

    AZN

    AstraZeneca (NYSE: AZN)
    Current Price: $45.00
    Target Price: $62.00
    Source: Hedge Fund. Boston, MA.

    Quick Thesis
    2011 has seen an increased focus on cash generation and returns within the sector, in anticipation of the 2012 trough combined with the continued decline in global markets sentim...

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