10Q Detective

Investors often overlook SEC filings, and it is the job of the 10Q Detective to dig through businesses’ 8-K and 10-Q SEC filings, looking for financial statement ‘soft spots,'(depreciation policies, warranty reserves, and restructuring charges, etc.)that may materially impact Quality of Earnings.

Monday, November 30, 2009

Patterson-UTI Expands Rigging Activity in Shale Basins

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The drilling slowdown has eroded Patterson-UTI Energy’s (PTEN-$15.25) U.S. land rig market share, which is down some 50 percent in the last...
Thursday, November 26, 2009

Novartis Breathes Life Into Blood Pressure Franchise

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Novartis AG (NVS-$55.85) loses patent protection for its $4.4 billion blood pressure medicine Diovan (valsartan) in the major countries of...
Monday, November 23, 2009

Johnson & Johnson Itches for Successful Stelara Launch

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Stelara (ustekinumab), the Johnson & Johnson (JNJ-$62.76) drug approved for the treatment of moderate-to-severe plaque psoriasis in ad...
Friday, November 20, 2009

Should Genzyme Hire Beer Girls Instead?

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Genzyme (GENZ-$49.63) has already spent more than $1 billion in the last two years to build new and bigger bioreactors — notably in the U.S...
Thursday, November 19, 2009

ITT Educational Services' Healthy Assets Hide Growing Loan Defaults

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Do not be mislead by ITT Educational Services (ESI-$93.00) impressive balance sheet or 27 percent gains in new student enrollments for the ...
Friday, November 13, 2009

Biogen Idec's Social Media Successes

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In the battle for market share and sales, Biogen Idec (BIIB-$46.75) has successfully conveyed the Tysabri message to providers and potenti...
Thursday, November 12, 2009

Generics Pressure Johnson & Johnson -- Motrin Anyone?

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Johnson & Johnson ’s Invega (paliperidone) is no Dorothy Hamill poised to skate away with the gold anytime soon. The heralded successo...
Wednesday, November 11, 2009

MannKind Inhales -- Exhales, Awaits FDA Meeting

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MannKind (MNKD-$6.58) is seeking FDA approval of Afresa for the treatment of adults with type 1 or type 2-diabetes. Afresa is a drug-devic...
Sunday, November 08, 2009

Teva Pharmaceutical Learns Legal Sword Cuts Both Ways

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Teva Pharmaceutical (TEVA-$52.03) became the world’s largest generic manufacturer through an unflinching willingness to knock down the pate...
Wednesday, November 04, 2009

Can BioCryst Pharma's Peramivir Boost Obama's Poll Numbers?

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Does the totality of scientific evidence on Biocryst Pharma’ s (BCRX-$10.00) peramivir support the intravenous administration of the drug ...
Monday, November 02, 2009

Biogen Idec - Sacrificing Integrity for Profits?

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On its recent earnings call, Biogen-Idec (BIIB-$42.59) management brushed aside alleged safety advantage [PML-related] to “drug holidays” ...
Friday, October 30, 2009

Continental Airlines' "Fly Right" Campaign Excludes Joey

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Continental Airlines (CAL-$11.50) likes to brag that its Work Hard. Fly Right campaign reflects the philosophy of the world’s fifth larges...
Thursday, October 29, 2009

Netflix Eyes Wii Users Next

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The distribution deal Netflix (NFLX-$55.32) signed with Sony is important because it not only ends the lock Microsoft had on the U.S. mov...
Wednesday, October 28, 2009

Not-So Friendly European Skies for American Airlines

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AMR (AMR-$5.90) , the corporate parent of American Airlines, continues to jettison unprofitable routes and shift more traffic capacity to hu...
Monday, October 26, 2009

Lethal Infection at Biogen Idec

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Expect European regulators to likely recommend that the use of Biogen Idec’ s (BIIB-$44.16) drug for relapsing forms of multiple sclerosis,...
Friday, October 23, 2009

Is Atheros Communication Too Optimistic on Growth Prospects?

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At a glance, the financial performance of Atheros Communications (ATHR-$28.90) suggests the wireless chipset provider is weathering the dow...
Monday, October 19, 2009

Can Marriott Int'l Avoid Triggering Debt Covenant?

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Marriott International (MAR-$28.04) learned the hard way that moving from a cash-based business like lodging to a financing-based business ...
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Future of Serada - Discussion With Depomed CEO Carl Pelzel

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What does the future hold in store for Depomed’s (DEPO-$3.60) investigational non-hormonal therapeutic option for the treatment of menopaus...
Tuesday, October 13, 2009

SEC Joins List of KB Homes' Watchers

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KB Homes (KBH-$15.63) said on Monday the Securities and Exchange Commission is investigating it for possible accounting and disclosure viol...
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Friday, October 09, 2009

Insulin Shocker at MannKind Corp

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As late as August 3, MannKind Corp (MNKD-$6.34) predicted a successful outcome to negotiations with Big Pharma to co-market its lead produ...
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About Me

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David J. Phillips
Prior to founding the 10Q Detective, I held equity analyst positions with three brokerage firms and published the investment newsletter e-Growth Profit Letter - dedicated to uncovering companies with innovative, proprietary technologies in a range of industries. My work has been published in The Dick Davis Digest, The Bull & Bear Financial Report, BusinessWeek, CBS Interactive, Forbes, Kiplingers Personal Finance, MSN Money, TheStreet.com, 24/7 Wall Street, The Wall St. Journal, The International Herald Tribune, and Investors Business Daily. The 10Q Detective is recommended as a 'Must-Read' money blog in Kiplingers (Oct. 2006 & May 2008), Washington Post (May 2009); a 'Best of Financial Blog' by BusinessWeek (Feb. 2007 & April 2008),a 'Smart Stop' by The Journal of Accountancy (March 2008); 'Top 25' by Time magazine, a 'Top 50 Money Blog' by CurrencyTrading.net (April 2008); and, a 2011 LexisNexis Business Law Blog Nominee.
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