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Latest  |  Highest rated
  • Las Vegas Sands: High Yielder Has Put In A Bottom [View article]
    Depends on what replaces 44. One would think would have to better regardless on what party wins imho.
    Mar 3, 2015. 05:36 AM | Likes Like |Link to Comment
  • Summit Hotel Properties: Still An Attractive Yield Play [View article]
    Summit Hotel (NYSE:INN): Q4 FFO of $0.20 beats by $0.02.
    Revenue of $99.14M (+27.2% Y/Y) beats by $4.53M.
    Mar 2, 2015. 05:01 PM | Likes Like |Link to Comment
  • Celgene: Still An Attractive Core Growth Play [View article]
    The European Commission approves the use of Celgene's (CELG -0.5%) Abraxane (nab-paclitaxel) for the first-line treatment, in combination with carboplatin, of non-small cell lung cancer in adult patients who are not candidates for potentially curative surgery and/or radiation therapy. This adds to the product's currently-cleared indications in Europe for metastatic pancreatic and breast cancers.
    Abraxane is a nanotechnology agent contains albumin-bound paclitaxel nanoparticles. It is the company's second best seller after Revlimid. Sales were $624.5M last year.
    Mar 2, 2015. 10:54 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Appreciate the kind words and Happy Hunting.
    Mar 1, 2015. 12:08 PM | Likes Like |Link to Comment
  • Las Vegas Sands: High Yielder Has Put In A Bottom [View article]
    Interesting idea, probably more likely LVS would spin off its fast growing high end retail properties in some sort of REIT structure which probably would have a $10B - $12B market value. JMTC.
    Feb 28, 2015. 11:12 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Two Wall Street analysts both took bullish positions on the stock Wednesday and expected upside growth.

    Jefferies analyst Luke Folta reiterated a Buy rating but lowered the price target from $95 to $75. Despite the price target cut, Folta continued to see the stock as a “bargain.”

    Folta mentioned that the company lowered its 2015 EPS and revenue guidance “modestly” amid weakness in oil and gas, however, CBI expected its awards and backlog to grow during 2015.

    CBI also planned a repurchase of at least 10 percent of outstanding shares in 2015 to 2016 and suggested that a restructuring or divestiture of assets could generate more than $100 million in cash “that would be used towards additional share buybacks,” according to Folta.

    D.A. Davidson analyst John B. Rogers was also bullish and maintained a Buy rating with a $70 price target on the stock.

    Rogers highlighted the company’s "substantial cash flow" in the quarter of approximately $613 million or $5.50 per share. According to Rogers, “Cash flow has been a concern for investors due to recent declines and collections on ongoing nuclear projects, which have experienced substantial cost overruns.”


    Read more: http://bit.ly/1AmLocx
    Feb 28, 2015. 10:16 AM | 1 Like Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    http://bit.ly/1AmLctA
    Feb 28, 2015. 10:15 AM | 1 Like Like |Link to Comment
  • Procera Networks: A Cash Rich Small-Cap Gem To Consider [View article]
    In addition to beating Q4 estimates, Procera (NASDAQ:PKT) has guided for 15% 2015 revenue growth, well above a 4.8% consensus. Deutsche responded to the numbers by upgrading to Hold.
    The deep packet inspection hardware vendor added 13 new service provider customers in Q4, up from just 3 in seasonally weaker Q3 and down from 27 a year ago. 7 of the new customers were wireline carriers, 5 mobile carriers, and one a cable provider. Expansion orders were received from 50 existing service provider clients.
    EMEA made up 56% of revenue, the Americas 28%, Asia-Pac 16%. Mobile customers accounted for 56% of product revenue.
    Gross margin fell to 58.7% from 65.6% a year ago, and operating expenses rose 15% to $13.4M.
    With activists still circling, Procera ended Q4 with over $102M in cash/short-term investments (equal to 54% of its current market cap). TheDeal reported last month Procera has hired advisors to explore a potential sale.
    Feb 27, 2015. 07:17 PM | Likes Like |Link to Comment
  • 2 Attractive Small-Cap Biotech Stocks On The Verge Of Breakouts [View article]
    Congrats! Glad you caught that rocket.
    Feb 27, 2015. 01:53 PM | Likes Like |Link to Comment
  • Procera Networks: A Cash Rich Small-Cap Gem To Consider [View article]
    Procera Networks (NASDAQ:PKT): Q4 EPS of $0.02 beats by $0.02.
    Revenue of $24.2M (+13.5% Y/Y) beats by $1.09M.
    Feb 26, 2015. 05:06 PM | Likes Like |Link to Comment
  • 2 Attractive Small-Cap Biotech Stocks On The Verge Of Breakouts [View article]
    Solid comments. Unfortunately, politics rarely has anything to do with facts these days.
    Feb 26, 2015. 07:27 AM | Likes Like |Link to Comment
  • AbbVie: Attractive Valuation, Growth Prospects & Yield [View article]
    Glad you appreciated it. Happy Hunting.
    Feb 26, 2015. 07:26 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Also raised guidance and sentiment was horrid on stock, so any piece of good news was going to pop the shares.
    Feb 25, 2015. 01:32 PM | 1 Like Like |Link to Comment
  • AbbVie: Attractive Valuation, Growth Prospects & Yield [View article]
    Most of the research I have seen postulates AbbVie will lose 30% to 40% of its market share of Humira when it comes off patent. Biosimilars much harder to produce than generic drugs like Lipitor.
    Feb 25, 2015. 12:57 PM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: Coming Back From The Brink [View article]
    Chicago Bridge & Iron (CBI +11.6%) is soaring higher after posting an impressive set of Q4 results after the bell yesterday.
    The company also forecast 2015 EPS of $5.55-$6.05 on revenues of $14.4B-$15.2B above analyst estimates of EPS of $5.63 on revenues of $14.35B.
    Feb 25, 2015. 10:11 AM | Likes Like |Link to Comment
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