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Jacobs Engineering is well-positioned to benefit from significant capital spending in the chemical industry, driven by lower natural gas prices and structural shifts in production. The company is cons

Despite many macro funds being short on Chinese shares, if the Chinese authorities stimulate the economy, there is potential for the Chinese market to increase by another 10%.

The Japanese government is implementing policies that could lead to significant market growth, with potential for the Nikkei to rise to 16,000-18,000 if reforms such as corporate tax cuts and labor li

Jabre invested in European financials ETFs when they were trading at 60% of book value, anticipating a recovery supported by strong actions from the ECB, which ultimately led to a significant increase

Similar to his investment in JP Morgan, Jabre bought Citigroup in 2009 after hearing the CEO's positive outlook on the bank's financial health, which indicated a significant opportunity as the market

In 2009, Jabre noted that he bought US banks, including JP Morgan, after hearing positive comments from the CEOs about their profitability, which signaled a buying opportunity as the market was overly

Philippe Jabre mentioned that he invested 10% of his fund in Russia after a collapse in valuations, indicating that he believes the current prices reflect the negative sentiment and that there is pote

Liberty Ventures is essentially a publicly traded hedge fund that is expected to unlock value through its spin-off, which could be beneficial for investors.

The spin-off of Liberty Interactive into two new entities is expected to unlock value, particularly for QVC, which is viewed as an underappreciated business.

Liberty Media is undergoing multiple spin-offs that are expected to unlock value across its disparate businesses, including the creation of a tracking stock for Liberty Broadband, which is seen as a p

The spin-off of Rayonier's specialty chemical business is expected to be undervalued due to its initial leverage and the perception of its business. However, it has high cash flow potential and should

Rayonier's upcoming spin-off of its specialty chemical business is expected to unlock significant value, with the spin-off potentially valued at $25 to $35 per share. The parent company is also expect

Knowles is seen as an orphaned spin-off with a strong business in acoustic systems for mobile devices. The company is expected to improve margins significantly as it consolidates facilities and benefi

Dover became incredibly interesting after a selloff, with a fair value estimated between $80 and $90. The spin-off of Knowles is expected to add significant value, and the company has a strong busines

Cott Corporation is the largest manufacturer of private label beverages in the world, and despite a troubled past, recent management changes and a return to its core strategy have led to a significant

Naspers is undervalued as the market is attributing a negative value to its unlisted assets while its publicly traded interests are worth significantly more than its market cap. The investment thesis

We recommend investors buy Clean Harbors, Inc. (CLH) stock with a 12-18-month target share price of $85-95, representing ~50-70% upside. The investment thesis is based on the fair valuation of the cor

We recommend a long position in Carnival Corp. (CCL) with a two-year target price of ~$57, representing ~53% upside from the 4/17/14 share price of $37.32. The stock is trading at a significant discou

We recommend shorting Cablevision (CVC) with a potential return of +52%. The investment thesis is based on the real and accelerating threat from Verizon FiOS, which is expected to lead to significant

We recommend investors buy Allegion equity with a base case price target of $75, representing ~50% upside from the current share price. The investment thesis is supported by expected accelerating topl

Orion Marine is positioned to benefit from increased demand for marine construction due to the need for deeper ports in the U.S. and the upcoming projects from the Army Corps of Engineers. The stock i

Blackstone Mortgage Trust is a new real estate finance company that trades at 113% of book value and yields 6.43%, which is considered a reasonable risk given the current market conditions.

Annaly Capital Management is a mortgage real estate investment trust that trades at 83% of book value and yields 11.4%, making it a reasonable risk for income-seeking investors.

Post Holdings is positioned for significant growth due to its strong management team led by Bill Stiritz, who has a proven track record of delivering shareholder value through strategic acquisitions a