| Sat, Oct 24, 2009 |
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The Week In Review: International Initiatives
Boehringer Ingelheim will invest $149 million in China for new facilities including an R&D center; Simcere Pharma [More...] |
| Mon, Jul 13, 2009 |
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Major Averages Advance Over 2% To Kick Off Earnings Week
Major stock averages close at the day's highs. Stocks advanced from early weakness as investors bought heavily into financials after an upgrade of financial powerhouse Goldman Sachs (GS) ahead of financial sector earnings. [More...] |
| Tue, Jun 09, 2009 |
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Pharmaceuticals & Biotech - Industry Outlook
The pharmaceutical industry is entering a period of substantial change in 2009. Most of the names in the industry are facing significant patent challenges in the years to come. U.S.-based firms are facing foreign exchange headwinds, as well. Revenue growth is non-existent, and earnings growth is being driven primarily by mergers, cost-cutting and share buybacks. Knowing that investors rarely pay-up for this type of manufactured earnings growth, we struggle to see a broad-based out-performance for the large-cap pharmaceutical sector in 2009. Valuations, however, are attractive, with several of the largest players trading at PEs below 10x, including: Pfizer (PFE, 7.5x), Eli Lilly (LLY, [More...] |
| Wed, Nov 07, 2007 |
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OSI Geospatial Signs US$1.2 Million Contract to Provide Major U.S. Port Area with Risk Assessment
OSI Geospatial Inc. (
TSX: OSI;
OTCBB: OSIIF) announced today that its U.S. Systems Operations has signed a US$1.2 Million contract to provide an integrated vulnerability assessment for the Sabine Neches port area in Texas.
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Investorideas.com ne...
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| Fri, May 25, 2007 |
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Through The Fly's Eyes: Rumor Mill
from Tedd Cohen of Theflyonthewall.com
Rumor Round-up
Heading to Memorial Day, there’s certainly no moratorium on the number of talked about potential deals. Receiving a fair amount of attention over the last few days include the companies below. There’s more, of course, but hey, it’s a three-day weekend.
LAM RESEARCH (LRCX)
This supplier of tools that makes microchips keeps seeing its stock move up. Up about 13% over the last few months. And it may be more than speculation that it will soon be acquired. Investors looking for a deal are snapping up equity calls, some are then selling them, and keeping both eyes on the stock price. Others are looking out to see which private equity firms or “strategic” buyers come calling.
AMDOCS (DOX)
As Alltel (AT) goes, so goes Amdocs? Well, not quite. Yes the Alltel sale has pushed Amdocs’ stock upward. Some say this maker of software products for telecom services firms may want to continue to go forward by themselves. But that hasn’t stopped that list of potential buyers from being passed around. Best bet: IBM (IBM).
CIRCUIT CITY (CC)
Again, here we go: Is it going to take a buyout? (Read: private equity buyer.) Or a miracle? (Read: new management) There are profit warnings. (Read: red flags everywhere) The stock is in miserable shape. (Read: cheap) Tough competition. (Read: Wal-Mart (WMT)). Think there’s a book to be written about all of this? (Read: who’d want to?).
APPLEBEE'S (APPB)
Food for thought. Kangaroo Holdings wants to buy OSI Restaurant Partners (OSI). Not surprisingly, Applebee’s stock goes up. Are they cooking up a sale price for themselves as they “evaluate” offers? You betcha.
PALM (PALM)
Going, going…almost gone. Even we’re beginning to tire of this one. But it never gets old if you like to watch. Now, they’re canceling conferences. The CEO is selling shares. The CFO has a bad back. Come on! The latest product review - Palm Treo 755p - is terrible. Market share is going down the tubes. R&D? Forgetaboutit. Sound like a company on the go? Right. Right into someone else’s lap. And to think what they once were. Great job all around, everybody.
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Theflyonthewall.blog
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