Q2 Growth Report - Part 1

Tue, 01 Sep 2009 03:48:21 GMT

Today's Wall Street Journal had an article that asked the question "Can Rally Run without Revenue?" Is the revenue situation really that bad? Let's take a quick look at some the data compiled through the Alert HQ process. After each quarter's earnings season, I try to pull together what I am now calling the Growth Report. Part 1 compiles the list of stocks that have shown a year-over-year increase in both revenue and earnings AND a sequential quarter-over-quarter increase in both revenue and earnings. Given the severity of the economic downturn, very few companies have been able to to pull off this trick. The following table presents a comparison of the last two quarters: [More...]

New Preventive Medicine Index

Sun, 25 Jan 2009 18:49:00 GMT

One of the major reasons behind Pfizer's (PFE) interest in acquiring Wyeth (WYE) is the latter's focus on products outside of traditional pharmaceuticals – with 60% of Wyeth's revenue from last year derived from biological therapeutics and vaccines. It remains to be seen what happens to Wyeth's proposed deal to acquire Dutch vaccine maker Crucell (CRXL); however since it is much smaller (around $1B) and focuses on the development of vaccines, Pfizer would likely be interested in both companies[More...]

Waiting Until You See the Whites of Larry Kudlow's Eyes

Tue, 20 Jan 2009 20:07:00 GMT

I'd be very careful here. This has a very similar feel to it to multiple episodes in 2008. We bounce, reverse, draw in some "bottom callers" and then smash them. I should know because I was smashed once or twice in '08 by thinking "hey - darn market is down 12% in a straight shot, gotta rebound here soon". I am going to err on the side of caution and wait until I see the white of Larry Kudlow's eyes. [More...]

Green names in a Sea of Red

Tue, 20 Jan 2009 18:20:00 GMT

Note - the action is so bad I will consider less than 1% loss "green" Here are some names of interest or current holdings holding up in this horror show **************** Insituform Technologies (INSU): "sewer" repair; been watching this for a month to add to the portfolio - it has Obama written all over it. Great chart - this one gapped up today on big volume; tells me an institution piled in or some good news is on the way. Airlines in general: weak oil = good for airlines Research in Motion (RIMM): really holding up well last week or two Palm (PALM): unrelenting (short squeeze) ([More...]

Playbook For The Week

Mon, 12 Jan 2009 04:23:00 GMT

Now that the market has lightened up a bit on the "student body left" (or right) trading ("sell everything! buy everything!") we can spend some more time sorting out good charts from bad. Except in times of extremes - this is a market of stocks, not a stock market. Below I'll break out some of the stocks that we made some changes to last week, and others of interest with commentary.... 1) We had been holding off on adding to Emergent BioSolutions (EBS) as noted Thursday waiting to see if it was reading to break up, or down... the answer the next morning was down. The answer was down, but after flushing out to $20 it bounced right back to $22, where we took the[More...]

Overbought Market Yields to Profit-Taking

Mon, 05 Jan 2009 23:32:00 GMT

The stock market had a reasonable consolidation day, but ended lower on the session due to profit-taking from a very overbought condition.[More...]

Weekly Watchlist 01/05

Mon, 05 Jan 2009 14:21:00 GMT

Welcome back from the weekend! As the rest of the market returns from the holiday break, we should see more volume and volatility creep back into stocks. Only tomorrow will tell as to whether or not this is a positive or a negative for stock prices. At the moment, futures prices are trading slightly lower. The Dow is off by 44 points, the S&P down 5 points, and the Nasdaq is down 7 points. Crude oil is up another buck, trading at $47.30. As we talk technicals, take a look at a 5 day chart of the mini S&P futures contract. [More...]

Five Top Rated Preventive Medicine Stocks

Tue, 30 Dec 2008 02:06:00 GMT

The accompanying table (click to enlarge) presents statistics and the top five rated companies in the ETF Innovators (ETFI) Preventive Medicine Index. The index includes U.S.-listed companies with market caps of $150M-$45B which are engaged in healthcare business segments including diabetes care companies such as Novo Nordisk (NVO), vaccine makers such as Nabi Biopharma (NABI), diagnostics companies such as China Medical (CMED), and lab services companies such as LabCorp (LH).[More...]

Best Performing Stock of 2008

Mon, 29 Dec 2008 13:58:00 GMT

I used to, and will one day return, to posting the best performing stocks of the week - but the wicked volatility and "student body left" trading of the past 4 months has made it a moot point. Everything must either be bought or sold, as stocks are either deemed "good" or "bad" that hour, day, or month. The herd piles in, or piles out - regardless of sector, style, fundamentals. It's been a market of asset allocation not individual stocks much of the back half of the year. I like to look for relative strength and ride sector/company trends for the longer term - this market is not for that sort of investor. This has been for many months a run and gun daytrader environment; not a place for theme investors. With that said, I am always curious to see what stocks held up over the long run... folks, no matter what happens (short of 8%+ rally here in the next 3 days) we are projecting the worst year in the markets at least since the[More...]

Top 40 Rated Emerging Bio-Pharma Stocks

Mon, 22 Dec 2008 16:22:00 GMT

The accompanying table (click to enlarge) highlights the Top 40 Rated stocks (sorted alphabetically) in the ETF Innovators (ETFI) Emerging Bio-Pharma Index of biotech and pharmaceutical companies with market caps of $200M-$1.5B. The rating system factors in each company's number of innovative clinical pipeline + marketed products, market cap weighting, and historical stock price return. The Emerging Bio-Pharma Index has outpaced benchmark ETFs such as iShares Nasdaq[More...]

Vaccine maker expanding in city: Emergent BioSolutions to use East Lombard plant to produce more anthrax shots

Sat, 14 Nov 2009 11:46:00 GMT

Nov. 14--A Maryland maker of anthrax vaccine said Friday that it has bought a 55,000-square-foot manufacturing plant in East Baltimore that it will use to expand its operations, potentially creating as many as 125 jobs in the city over the next five years that initially were expected in Frederick.
Emergent BioSolutions Inc., a 600-person bio-pharmaceutical company with headquarters in Rockville, bought the East Baltimore facility for $7.85 million from the MdBio Foundation, a charitable and educational foundation that supports the state's bioscience industry.
Emergent spent $415,000 more to buy the land from the city.

: iStockAnalyst.com Symbols Feed

Q2 Growth Report - Part 1

New Preventive Medicine Index

Waiting Until You See the Whites of Larry Kudlow's Eyes

Green names in a Sea of Red

Playbook For The Week

Overbought Market Yields to Profit-Taking

Weekly Watchlist 01/05

Five Top Rated Preventive Medicine Stocks

Best Performing Stock of 2008

Top 40 Rated Emerging Bio-Pharma Stocks

Vaccine maker expanding in city: Emergent BioSolutions to use East Lombard plant to produce more anthrax shots

E. Baltimore plant purchased by anthrax vaccine maker: Expansion of Rockville-based company may mean as many as 125 jobs in city

EarthTalk: How Do 'Enertia Houses' Work?

Former Enron Executive Gets Prison Time for Hyping Firm

Daily Record News Briefs: March 13, 2009

'08 Contest Leaves Only 5 Entrants in the Black

'08 Blade Stock Contest Leaves Only 5 Entrants in the Black

Blockbuster Digital Media Debut Recalls Enron Venture

Emirates Building Systems Accelerates Regional Expansion With Prestigious Kuwait Project

Leader in Stock Market Game Edges Predecessor By $109

Emergent BioSolutions Enhances Manufacturing Infrastructure with Strategic Acquisition in Baltimore

Biotech Cools Off in August But Capital Markets Remain Positive

Biotech Cools Off in August But Capital Markets Remain Positive

Emergent BioSolutions Reports Financial Results for Second Quarter and First Six Months of 2009

Emergent BioSolutions Expands Manufacturing and Development Infrastructure Through a Series of Real Estate Transactions

Emergent BioSolutions to Release Second Quarter 2009 Financial Results and Conduct a Conference Call on August 6, 2009

Emergent BioSolutions Chairman and CEO, Mr. Fuad El-Hibri, Named Ernst & Young Entrepreneur of the Year 2009 Award Winner in Greater Washington

Emergent BioSolutions Chief Financial Officer, Don Elsey, Named SmartCFO of the Year

Emergent BioSolutions Meets With FDA To Review Regulatory Strategy for Recombinant Anthrax Vaccine

Emergent BioSolutions Receives FDA Approval Extending Shelf Life of BioThrax (Anthrax Vaccine Adsorbed) to 4 Years

Form 4 Emergent BioSolutions For: Nov 25 Filed by: Intervac, L.L.C. (10K)

Form 4 Emergent BioSolutions For: Nov 25 Filed by: El-Hibri Fuad (10K)

Form 4 Emergent BioSolutions For: Sep 15 Filed by: Keese Kyle (10K)

Form 4 El-Hibri Fuad For: Sep 23 (10K)

Form 4 El-Hibri Fuad For: Sep 17 (10K)

Form 4 El-Hibri Fuad For: Sep 14 (10K)

Form 4 Bailey Sue For: Sep 11 (10K)

Form 4 El-Hibri Fuad For: Sep 10 (10K)

Form 4 Abdun-Nabi Daniel For: Aug 18 (10K)

Form 4 Abdun-Nabi Daniel For: Aug 11 (10K)