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Diabetes Care: Global Investing Opportunities

Mon, 23 Nov 2009 03:23:59 GMT

The American Diabetes Association estimates that there are currently 23.6 million diabetics in the U.S. (7.8% of the total population, including 17.9 million diagnosed cases, 5.7 million undiagnosed, and 57 million pre-diabetics. Diabetes results in an estimated $174 billion in costs from diagnosed cases of diabetes in the U.S. (2007).[More...]

George Soros Reveals Stake In Ford (F), Adds To Walmart (WMT), Cuts Position In Petrobras (PBR)

Tue, 17 Nov 2009 15:48:51 GMT

It's that time of quarter - when the whales of investing have to reveal what they are doing on the long side to the SEC (they can still keep secret their shorts). There are a lot of websites that will be looking at these disclosures in the next 48 hours so we'll just focus on a few. When I did some "Googling" on George Soros last night I was taken aback how controversial a figure this guy is; there are more stories about his politics than investing. I could care less about his politics, he is a smart guy who uhhh... admittedly plays the gray side of the rule book at times, but Goldman Sachs (GS) is worshiped for the same behavior.[More...]

WSJ: The Next Big Bailout Choice - Insurers

Thu, 12 Mar 2009 16:57:00 GMT

Ah, bailout nation beckons for yet another group - insurers. Our pockets are endless.... the Wall Street Journal takes a look at the decision ahead by government on whether to bailout insurance companies. It appears they aren't under as strict rules as the banks to mark their assets properly so a ticking time bomb sits in the closet. If/when they are required to price things "accurately" - well that's where your tax dollars might be coming in. Interestingly, this was an area where Ken Heebner of CGM Funds fame was putting his money last quarter... Anyhow, please break open your child's piggy bank - the government needs more of your money. This TARP fund appears to be endless - I thought it was $700 Billion but it seems company after company is going for the second $350 Billion - and somehow the fund never empties ;) Magic. Since[More...]

Generals in Healthcare and Technology Starting to Take Bullets

Mon, 23 Feb 2009 18:01:00 GMT

The NASDAQ is finally under performing the S&Ps - as I wrote last night in the weekly summary this was one of the flies in my ointment of a trading low. There have been places to hide out that have not been hit; that makes me worried. I always like to see all "generals" beaten during a selloff. But it depends on the nature of this selloff - is it more like November 2007 where some places were unaffected or more like January[More...]

Bullish Media Stories on McDonald's (MCD)

Mon, 26 Jan 2009 14:40:00 GMT

We long ago identified Walmart (WMT) and McDonald's (MCD) as two havens to hide out in as the longer term "Pooring of America" intersected with "the recession" played out. (Dec 26, 2007: Target Shoppers Turning into Walmart Shoppers) (Apr 22, 2008: McDonalds, DuPont Continue the Trend - Overseas Strength Mitigate Weakness at Home) (Jul 23, 2008: McDonald's Continuing to be Dinner of Choice for Pooring Americans) That was the play about 15-18 months ago - but what is interesting[More...]

Oil ETFs: Time to Invest in Anticipation of a Rebound in Oil Price?

Tue, 13 Jan 2009 19:24:00 GMT

Original Post on The Sun's Financial Diary Oil ETFs: Time to Invest in Anticipation of a Rebound in Oil Price? Last week, I talked about CGM Focus Fund (CGMFX) and how the fund was hammered after oil prices plunged. Currently traded around $37 a barrel, crude oil prices have lost more than $100 since last July. Even though the OPEC has pledged deep cut in oil production, demands for oil were hampered as global economies entered recession. Today, the Commerce Department reported the[More...]

Mutual Fund Performance In 2008...And more!

Mon, 05 Jan 2009 22:50:00 GMT

As word of 2008 performance trickles in, the final-year numbers confirming what everyone knew all along, it becomes clear that even the smartest guys in the room the year before weren't nearly as smart last year. Short funds, treasuries, the dollar, the yen, and gold were about the only things that went up in 2008, Bloomberg reporting that 2007's star performer, Ken Heebner's CGM Focus Fund (CGMFX) which had gained 80 percent the year before, lost 48 percent in 2008. At first glance you might think that, after two years, things are OK with CGM Focus, up maybe 20 or 30 percent, but a gain of 80 percent followed by a loss of 48 percent is actually a cumulative decline of 6 percent[More...]

Wall Street Journal: Heebner the Contrarion

Mon, 08 Dec 2008 17:58:00 GMT

Speaking of "the playbook", this is appropriate. Ken Heebner is moving into the early cyclicals - we'll see if the timing is appropriate. As we saw a few weeks ago, Mr Heebner was going heavy into financials (Nov 14: Ken Heebner Moves into Financials Big Time) - that was a bit early as Citigroup almost disintegrated but when the government has your back no matter what, EVENTUALLY the trade will work. (although if your timing was off you suffered dearly) We bought a trio of banks this summer and thus far have been minting losses off them! Thankfully only a small part of the[More...]

Heebner’s Eggs In The Financial Basket

Fri, 14 Nov 2008 23:05:00 GMT

Ken Heebner is a beloved fund manager. CGM Focus Fund: Year to Date Performance At this point, his famous CGM Focus Fund (CGMFX) has two types of investors: Group One: those who invested with him many years ago praise him as a savvy investor. Group Two: those who invested with him in the commodity boom of 2007 are praying that he can pull the fund out of[More...]

Mutual Fund Monthly - Nov 3 2008 2:27PM

Mon, 03 Nov 2008 18:22:00 GMT

October was an ugly month, not way to spin it. The S&P 500 experienced its biggest monthly decline in 21 years (since 1987). And many, many mutual funds are down well in excess of the market this year. For October, I have 3 funds that bucked the weakness and were up for the month: Rydex Managed Futures (+10.2%)Nakoma Absolute Return (+3.7%)Caldwell & Orkin Mkt Opportunity (+2.86%) But only the Rydex fund is higher for the full year to date (+10.5%) Among the worst performing funds on my list are: Ivy Global Nat. Resources (-33.7%)Winslow Green Growth (-32.4%)CGM Focus[More...]

Savannah Morning News, Ga., Ports Column

Fri, 17 Jul 2009 21:47:00 GMT

Jul. 17--Expansion plans are on schedule at Southern Natural Gas on Elba Island.
But if you're waiting for the facility's newest -- and largest -- liquefied natural gas storage tank to get its first coat of camouflaging sky-blue paint, don't hold your breath.
When it does, it will be the largest liquefied natural gas tank in the nation, capable of supplying all the natural gas needs of Georgia for four days, according to Southern Natural Gas senior vice president Norman Holmes.

[More...]

Banks Must Take Precautionary Measures in Financal Crisis

Sun, 29 Mar 2009 20:54:00 GMT

Mar. 29--KUWAIT -- Following the set of General Assemblies of Kuwaiti banks as the fiscal year reached its end, Al-Ahli bank held its ordinary and extraordinary general assembly yesterday at the bank's main branch.
The General Assembly approved a cash dividend of 20 percent (20 Fils per share) and bonus shares of five percent for shareholders who have been registered in ABK records on the date of holding the General Assembly for the financial year ended 31/12/2008.
Ahmed Yousuf Behbehani, Chairman of the Board, said that "During 2008, ABK succeeded in achieving growth in its core banking business.

[More...]

The History of the Tamil Tigers

Mon, 26 Jan 2009 09:53:00 GMT

Jan. 27--DOHA, Qatar -- The conflict between Sri Lanka's government forces and armed Tamil rebels has raged for nearly 60 years.
Here we answer questions about the Tamil rebels, their composition and their stated goals.
The Liberation Tigers of Tamil Eelam (LTTE) was one of the many groups that came into existence to fight for Tamil rights.

[More...]

Cegedim Dendrite Americas COO Recognized as PharmaVOICE 100 Top Executive

Mon, 03 Aug 2009 16:01:00 GMT

Cegedim Dendrite (Paris:CGM) congratulates Laurent Schockmel, its Chief Operating Officer for the Americas, on earning a place on the PharmaVOICE 100, the prestigious list recognizing the top 100 most inspiring people in the life sciences industry. Cegedim Dendrite, the world’s leading provider of pharmaceutical CRM with a 35% market share, continues to deliver innovative and industry specific solutions to immediately increase their customers’ effectiveness and productivity.[More...]

Top-10 Pharmaceutical Company Selects Cegedim Dendrite’s Aggregate Spend Solution

Thu, 28 May 2009 18:56:00 GMT

Cegedim Dendrite today announced that its Aggregate Spend and State Services solution, State Guardian™, has been selected by a Top-10 Pharmaceutical Company. Cegedim Dendrite is the leading provider of innovative Compliance Solutions to the pharmaceutical industry, and has been offering its break-through State Guardian™ solution, in both SaaS and license models, since 2006.[More...]

Cegedim Dendrite Releases Results of 2009 Direct-to-Consumer Marketing Survey

Tue, 12 May 2009 18:52:00 GMT

Cegedim Dendrite, the market leader in Pharmaceutical Customer Relationship Management (CRM) solutions, today announced the results of its seventh annual U.S. pharmaceutical direct-to-consumer (DTC) marketing survey. According to the study, relationship marketing, loyalty (co-pay) cards and web-based marketing programs are growing in popularity although the majority of respondents anticipate DTC spending cuts in 2009.[More...]

Bristol-Myers Squibb Renews Contract With Cegedim Dendrite

Wed, 25 Mar 2009 12:00:00 GMT

Cegedim Dendrite announced today that Bristol-Myers Squibb (NYSE:BMY) has renewed its existing CRM and services contract and will be implementing Mobile Intelligence™, Cegedim Dendrite’s flagship CRM solution, to their Neurosciences sales team. The new agreement also includes the continuance of data and technical support on their current CRM tool. Cegedim Dendrite is the leading provider of Customer Relationship Management (CRM) solutions that increase the efficiency and effectiveness of sales forces in the pharmaceutical industry.[More...]

Cegedim Dendrite Announces Broad Expansion of Alliance Program

Wed, 04 Mar 2009 18:56:00 GMT

Cegedim Dendrite today announced the expansion of its Alliance Program at the eyeforpharma Sales Force Effectiveness (SFE) Europe 2009 Conference. Embracing an Open Business Model, Cegedim Dendrite is expanding formal partnerships with selected technology, software and consulting companies in order to provide additional capabilities and services to customers. Cegedim Dendrite is the leading provider of Customer Relationship Management (CRM) solutions to the pharmaceutical industry.[More...]

Cegedim Dendrite Achieves Prestigious HDI® Certification

Wed, 25 Feb 2009 12:06:00 GMT

Cegedim Dendrite today announced that it has achieved the prestigious HDI® Support Center Certification. HDI is the world's largest membership association for IT service and support professionals, and the premier certification body for the industry. Cegedim Dendrite, a leading provider of Customer Relationship Management (CRM) to the pharmaceutical industry, is the only company within its category to achieve the HDI certification.[More...]

Cegedim Dendrite Awarded Field Support Services Contract by Leading Pharmaceutical Company - Dec 3 2008 8:59AM

Wed, 03 Dec 2008 12:00:00 GMT

Cegedim Dendrite today announced a one-year renewal contract for field support services with a prominent global pharmaceutical company.[More...]

Cegedim Dendrite and Skila Offer Life Sciences-Specific Tool for Effective Opinion Leader Management

Mon, 17 Nov 2008 12:08:00 GMT

Cegedim Dendrite and Skila have teamed up to create the most robust Key Opinion Leader (KOL) Relationship Management solution dedicated to the Life Sciences industry. This agreement, which leverages Cegedim Dendrite’s leadership in CRM and Skila’s KOL expertise, builds on the co-marketing alliance that the two companies signed last May.[More...]

July 1 Deadline Quickly Approaches for Pharmaceutical Industry

Fri, 13 Jun 2008 13:14:00 GMT

For the nation’s pharmaceutical companies, July 1 may be as dreaded as the April 15 tax deadline.[More...]

Cegedim Dendrite Receives 'Positive' Rating from Leading Industry Analyst

Wed, 04 Jun 2008 16:24:00 GMT

Gartner, Inc., recently issued a “positive” vendor rating to Cegedim Dendrite, a leading provider of sales and marketing products and services to the pharmaceutical industry, which recently celebrated its one-year anniversary.[More...]