This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

SALT 2013: The 5 Best Ideas of the Year Ahead

Stock quotes in this article: DXM, YELP, PCRX, ALKS, BIDU

LAS VEGAS ( TheStreet) -- What better way to finish off the SALT conference than some stock-specific ideas ahead of the weekend for you to mull over? On Mad Money, we are always looking for new ideas, so here are some top ideas presented to members of the conference:

1) DEX MEDIA -- from Andrew Jent of Hyman Capital

Dex Media (DXM), which was also mentioned earlier this week at the Ira Sohn Conference, was recently formed from Dex One Corp. and Super Media. The business, which has basis of the two players in the yellow pages industry, is in clear secular decline. However, it has an opportunity to transition into digital. Yelp (YELP), an extremely exciting story which just posted a very strong quarter, is lauded for its potential in digital. But Super Media's digital subscribers are actually higher than Yelp. While the equity has been up, there is upside that remains.

2) PACIRA PHARMA-- from Kris Jenner at Rock Springs Capital

Jenner noted he has focused on healthcare in particular because of his very positive view on the sector, driven by being very early in innovation cycle (new medicines, new therapies that will address unmet medical needs to a system very demanding of value and very cost conscious.) Pacira Pharma (PCRX) is a single product company that is in the early stages of its commercial launch post FDA approval. The company's drug is an alternative to opioid management of post-surgical pain. Of course, we have discussed this opportunity on Mad Money with Alkermes (ALKS). From Jenner on Pacira: "This company can be a five bagger...We think in 2017 it will be a minimum of $5bn in cap... but it might not get there as it will get gobbled up."

3) AUTODESK -- from Michael Karsch at Karsch Capital Management

Karsch outlined that Autodesk (ADSE) will benefit from the resurgence of non-residential construction in the U.S. - which lags the housing market by about 18 months, along with secular changes including cloud and 3D printing. (The company spends a tremendous amount on R&D, focusing on this transition to cloud.) Plus, Autodesk has shifted from a licensing model to a subscription model, something that has benefitted Adobe (ADBE) in particular. Autodesk has had some company specific issues and European challenges, but it is working through these.

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,766.43 -38.28 -0.23%
S&P 500 1,937.81 -8.35 -0.43%
NASDAQ 4,407.2870 -14.7980 -0.33%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs