3 Briefs to Open the Week 16 comments
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Celsius Holdings (CSUH.ob): Shares of Celsius Holdings faced somewhat of a pullback during early trading on Monday after nearly doubling in price the previous week.
Interest in the stock remains high, as demonstrated by the large amount of trading activity at Monday's open (over 200,000 shares traded in the first five minutes of the trading day, over 500,000 in the first half hour.).
With over five million shares traded last Wednesday and Thursday, it's hard to imagine that the company won't be releasing significant news in the near future.
As I've always said, the wild card with Celsius is a celebrity endorsement. It was a tantalizing thought that Celsius could hit Oprah's show in the near future, as she was advertising a special 'weight loss' addition all weekend. That is strictly a 'what if' scenario on my part, but news like that would certainly explain five million shares traded and a near double in price last week.
Take advantage of any dips into the twenties at this point until we see what happens.
Buying interest remains strong.
SiriusXM Satellite Radio (SIRI): Shares of SiriusXM Satellite Radio opened the week on the up-tick after an early morning press release Monday announced that the SiriusXM iPhone and iTouch application had surpassed the one million download mark after just two weeks of availability.
Although SiriusXM has been hit hard by the recession, the iPhone application is a quick way to regain a foothold in the tech market after the collapse of the auto industry that the satellite radio company so heavily relied on for new subscriptions.
The iPhone and iTouch application offers SiriusXM's grand selection of commercial free music as well as a host of other channels, such as Chris 'The Mad Dog' Russo's 'Mad Dog Radio', Oprah Radio, MLB Home Plate and the Sirius NFL Channel. I'm a fan of the content and the product and that is one reason why I believe in the success of the company and its stock. I would, however, like to see the addition of new content come at a more reasonable cost.
With most of the company's pending debt due now put off until 2013, the SIRI stock is a great buy, in my opinion, at under a dollar and I will continue to add in the forty cent range.
Geron Corp (GERN): Shares of Geron Corp traded higher on Monday as the company released results of a study that demonstrated the potential effectiveness of using stem cells in making vaccines to treat cancer and other diseases.
I'm a fan of the 'cancer vaccine' stocks and GERN is an enticing long term pick. Geron drew the attention of the investing community after President Obama reversed the previous administrations policy on embryonic stem cell research and passed an executive order allowing the use of stem cells in medical research.
Not long after Obama's action, Geron got clearance from the Food and Drug Administration [FDA] to begin the first human trial with a medical treatment derived from embryonic stem cells.
GERN is one to accumulate on any dips.
Disclosure: VFC is long CSUH and SIRI. No position in GERN.
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This article has 16 comments:
Technically is in a good position, so as the market is correction now, any pullback towards 0.411-0.398 is a great opportunity for adding positions.
Because if Alcoa (AA) earnings comes good tomorrow, over estimates, any close of (SIRI) over 0.461 would be the trigger for a new leg up.
If you already have a position in GERN and like your chances with that stock, accumulating on the dips is my suggestion.
However, I don't own GERN and, because of the reasones outlined in my blog, I won't purchase the stock.
I like my chances with ACTC and I believe that, for the value, ACTC is the better stem cell play.
Hope this clarifies things a bit.
Thanks,
VFC
According to Yahoo! Finance, BIEL has 184 Million shares outstanding.
I discussed the potential for a reverse split on my blog today and, regarding BIEL, I think the market cap number right now is more important than share price or outstanding shares.
If the product takes off it will be market cap that matters. A market cap of five million does not do justice to the potential of the product, in my opinion.
VFC
vfcsstockhouse.blogspo...
ACTC is not the safest investment in the world, but I feel safer there than with GERN right now. GERN has nothing beyond Phase II and a, what I consider to be, huge market cap considering everything is still in early stages.
Seven dollars is a long way to drop if things go south. GERN ran up a lot on the stem cell hype.
VFC
No problems with disagreements, that's life. I am a patient investor, but all of GERN's potential is locked up in early Phase II trials. If ANYTHING at all goes to the negative with GERN that is a mighty drop from seven bucks.
I can be a bit of a trader in the fact that ACTC, also locked up in Phase IIs, can jump 50% in one day offering huge immediate gains and being so volatile, I can trade in and out and reduce my risk exposure until i'm playing on house money. GERN needs the mid twenty dollar range to triple- at that point the market cap would be nearly 2 billion, a ridiculous amount for a company whose products are in early Phase II trials, I don't care how promising the drug looks. Everyone considered GVAX a done deal with Cell Genesys and that drug was in Phase III trials.
ACTC may not have drugs that look as promising, but as a stock it offers more short to mid term money making opportunity and that is why when comparing the two (and I feel that they are both in the stem cell sector so they can be compared) ACTC is the better buy.
Just keep in mind when reading my stuff that I like to enjoy my money while I'm still pretty young, I don't always invest for retirement. GERN is a great stock to throw in the IRA, but ACTC is a great stock to play for a trip to Los Cabos this fall or winter- in my opinion.
As for BIEL- market cap, market cap, market cap- that's what I'm looking at. That product could take off in short order, especially with the heat coming down on Tylenol and other over the counter drugs lately. If they end up selling five million dollars worth of product one quarter then the market cap should jump to at least 50 million unless the big boys play the stock. That would about make the stock a ten bagger and It's quite possible that BIEL could be a ten bagger within the next year unless things go really south.
Just my opinion.
As always, thanks for the comments! I enjoy friendly debate.
VFC
BIEL has 720 million shares of stock outstanding according to Mike Havrulla's recent review in an article. This means their net worth is closer to $20 million to my calculations not the $5 million yahoo.finance has down. Yahoo.finance and other brokerage reports have the net worth wrong. So ya the stock may double but not be a 10 bagger. I recently bought and sold some BIEL so I have a feel for it - the volumn is quite high.
respectfully yours,
Roy Manning
You're correct, thanks for pointing that out. Even Sharebuilder has the BIEL market cap wrong.
I'm still a buyer based on the potential of the product. I really think that it has a chance to take off a little further on down the road!
VFC
On Jul 17 12:44 PM orest wrote:
> In fact they do have close to 1 billion o/s finance.yahoo.com/news...;.v=2.
> Sad, very sad...I may buy some shares if they go with R/S.. With
> regards to Geron, I respectfully have to disagree with you. The reason
> this company is priced at $7 is because their products are still
> in development stage.. For instance Geron's cancer therapy GRNOPC1
> is absolutely groundbreaking, that may take oncology medicine to
> the next level.Market prices Gern at $7 because it sees a HUGE potential
> in the company. If we think about near term, success in spinal cord
> injury trials can leave DNDN in dust.. Partnership with GE will also
> make a lot of money for Geron, and it's also possible that Gern can
> become a target for acquisition. Anyways, I am happy to have another
> 2-3 years to buy more shares of this very promising company before
> we see a pop to triple digits. One more thing, sorry, but GERN has
> much more potential then ACTC - there is simply no comparison between
> these two. Again, I like your blog, but in some areas I have to respectfully
> disagree with you.
Thanks for the comments, I enjoy the discussions and sharing of notes/DD.
VFC
On Jul 19 05:00 PM VFC's Stock House wrote:
> I completely understand the 'worth the gamble' aspect with GERN;
> they are working on potentially groundbreaking treatments. I don't
> blame anyone for getting in now. I'm going to take the 'wait and
> see' approach and I may miss the boat by doing that, but I'm not
> comfortable buying into a market cap like that for a Phase II treatment,
> no matter what that treatment is.
>
> Thanks for the comments, I enjoy the discussions and sharing of notes/DD.
>
>
> VFC