Wednesday, February 27, 2013

Peak Sales of Merck's Januvia Will Hit $10 Billion

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“Bait the hook well; this fish will bite,” quipped Shakespeare’s Claudio in the playwright’s Much Ado About Nothing . To the contrary, in...
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Wednesday, February 13, 2013

SunTech Power: Too Much Capacity, Too Much Debt

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In terms of megawatt shipment volumes, Suntech Power Holdings ( STP-$1.50 ) is the number three supplier of PV modules, according to ana...
Monday, February 04, 2013

Energy Majors Vulnerable to Terror Attacks in Africa

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Concentration of production and reserve assets in such unstable markets as North Africa and the sub-Sahara means operating profitability ...
Thursday, January 31, 2013

EOG Resources Benefits from Early-Mover Purchases

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Like other U.S. natural gas producers,   EOG Resources (EOG-$125.03) responded in recent years to slumping natural gas prices by spendin...
Thursday, January 24, 2013

Sky Is Not Falling at Trina Solar

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Fears of an inevitable bankruptcy filing by Trina Solar (TSL-$5.02) are being catalyzed by the necessary refinancing of $778 million ...
Tuesday, January 22, 2013

Module Costs Not Falling Fast Enough at Yingli Green

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Yingli Green Energy Holding (YGE-$2.95) is aggressively looking to achieve cost savings through vertical integration and technological ...
Monday, January 14, 2013

Warren Buffet Aside - Putting A Chill in SunPower

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Going forward, SunPower (SPWR-$8.19) hopes to replicate the success of its Antelope Valley project with contract wins for utility-scale...
Thursday, January 10, 2013

Is Pfizer Deal the 'Cure-All' for Halozyme Therapeutics

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Halozyme (HALO-$7.40) gained more than $147 million in market capitalization on investor excitement that sales from the Pfizer (PFE) co...
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Wednesday, January 02, 2013

Crazies Good for Business at Smith & Wesson

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Human behavior as it is – and irrespective of one’s position on gun control – 2013 will likely be a very profitable year for Smith & ...
Tuesday, December 25, 2012

McMoRan Exploration Stockholders - Take the Money and Run

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Despite the uncertainty surrounding Davy Jones and other ultra-deep wells, Freeport (FCX-$33.50) hasn’t shut out McMoRan Exploration (M...
Tuesday, December 18, 2012

Is Google In Need of Groupon coupon?

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Chicago-based Groupon (GRPN-$5.01) remains a coupon-driven business, just one of many available to online shoppers. Further, a growing ...
Monday, December 10, 2012

Drilling for Dividends at Breitburn Energy Partners

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Contrary to management’s optimistic guidance, an assessment of Breitburn Energy Partners' (BBEP-$18.18) recent financials strongly s...
Tuesday, December 04, 2012

Intel Stockholders Lose - But Otellini Retires a Winner

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During Paul Otellini ’s tenure as CEO - from the second quarter of 2005 through the third quarter of 2012 – there is no denying Intel (IN...
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Tuesday, November 27, 2012

Overreaction to FDA - Dynavax' HBV Decision

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The Vaccines and Related Biological Products board voted its confidence in the immunogenicity of Dynavax 's (DVAX-$2.44) Heplisav by...
Monday, November 19, 2012

Priceline Paddles Upstream with Kayak Software

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Though Kayak Software (KYAK-$39.68)  is looking to move beyond the meta-search business, its business model is tethered to the “hunt.” In...
Tuesday, November 13, 2012

Carl Icahn - Netflix 'Tomb Raider' or Savior?

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Unlike past proxy battles, Icahn’s $168.9 million invested in Netflix (NFLX-$79.60) is a highly leveraged bet. He controls his stake ...
Tuesday, November 06, 2012

Monster Beverage's Stock Needs Caffeine Jolt

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Although Monster Beverage’s (MNST-$45.50) net sales in the second quarter grew by 28.2% to $592.6 million, gross profit fell 100 basis ...
Monday, October 29, 2012

How Much is Enough for Workday's Duffield?

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Both Workday (WDAY-$50.00) co-CEOs Duffield and Bhusri have had success building and selling software companies during the past twenty ...
Wednesday, October 24, 2012

Workday Stock Price Soars to Stratosphere, For How Long?

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With Workday (WDAY-$54.00) management admitting in regulatory filings that profitability is not yet within reach, investors seem fixated...
Saturday, October 20, 2012

How Reasonable Rackspace Hosting's Sky-High PE?

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San-Antonio-based Rackspace Hosting (RAX-$64.75) is hoping to differentiate itself from its cloud-computing competitors by developing ...
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