Top 5 ideas of the week:

 State Street Corporation (STT)

In the wake of State Street Corporation‘s (STT) Q2 2012 earnings results, we published reports expressing our concern that State Street was still perceived as being on a deal-crazed buyout binge. We believe that the company is still an undervalued industry leader in the asset management and administration industry and we can see why Nelson Peltz of Trian Fund Management has a bigger position in it versus Legg Mason (LM) or Lazard (LAZ) – Trian’s other asset manager holdings. READ MORE

 American International Group (AIG)

In our previous report on American International Group (AIG), we analyzed and evaluated the company’s financial rescue at the hands of the US government as well as how investors should view the new AIG. We also evaluated the performance of the company’s business units and its corporate financial asset management, most notably its $3B repurchase of shares held by the US government.  READ MORE

 Sprint Nextel (S)

In our June report comparing Sprint Nextel (S) to Nokia (NOK), we analyzed the progress of those once-great telecom titans in turning around the weak performance that both companies have been enduring since the beginning of 2006.  READ MORE

SHORT

 Zynga (ZNGA)

We are disappointed to see Zynga (ZNGA) struggle because we used to be huge fans of the company’s games on Facebook. We used to be huge fans of the Mafia Wars game and because there were so many people who were playing that game as well as its other recognized games like Farmville and Texas Hold ‘Em Poker (Zynga Poker), we made it a point to analyze and evaluate the company’s IPO. READ MORE

 Nokia Corporation (NOK)

Nokia Corporation (NOK) held its annual Nokia World event on September 5th and 6th and at that event it introduced its new Lumia 920 and new Lumia 820 smartphone devices. Like the Lumia Devices introduced last November, these phones are using Microsoft’s (MSFT) Windows Phone operating system. READ MORE

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