> The potential of fluorouracil cream (fluorouracilcream.com) is extraordinary. > Given the size of the anti-aging, wrinkle-removal product sales, > in the U.S. and worldwide (over $12 billion in 2005 according to > The American Society for Aesthetic Plastic Surgery), this substance > could become a blockbuster.
Flu strains are mutable, and they can come in waves of increasing virulence, as the one did in 1918, so we can't be sure yet how severe or mild this strain is going to be. It looks to me like it's easily transmissible, and probably geographically widespread in Mexico, given that folks who got sick here in the U.S. and elsewhere around the world were traveling in different parts of Mexico, presumably not in a single hot zone.
Yes, there is a difference between Tamiflu and Relenza, which are used to treat the symptoms of the flu, and vaccines that are given to prevent the flu. It takes months, as folks have noted above, to produce vaccines, but Novavax may be able to produce one faster. Another company that uses an alternative method of production is Crucell (CRXL).
Investing in Chocolate: Sweet Comforts for Difficult Times? [View article]
Hershey's beat the street:
Higher prices helped Hershey's first-quarter profit surge 20 percent and beat Wall Street's expectations. The Hershey Co., the nation's second-largest candy maker, said it also benefited from a later first quarter that captured more Easter sales but was hurt by higher commodity costs and a strengthening dollar. "Hershey's results for the first quarter were solid, and I am pleased with the progress we continue to make," David J. West, the company's president and chief executive officer, said in a telephone conference with analysts. However, he acknowledged that beating last year's results will become more difficult for the rest of 2009 because the company has now lapped a February 2008 price increase. Hershey also boosted prices in August.
Can Speedo Speed Up Warnaco's Profits? A Little Poolside Trend-Spotting [View article]
It's clear that I'm talking about a halo effect. The LZR Racer is obviously a very small part of the Warnaco empire, with Speedo overall revenues only about 15% of Warnaco's total. The article is about trend-spotting. And so far Warnaco is up about 30% since I mentioned it in my article. And the records at the Olympics keep getting broken by swimmers in the LZR.
Can Speedo Speed Up Warnaco's Profits? A Little Poolside Trend-Spotting [View article]
Update: A DOUBLE GOLD FOR THE LZR ALREADY.
Aug. 7th: Warnaco Group posted their earnings today, and they've made a splash, so to speak. The stock is up 7%. And that's even before the Olympics have started. And another company associated with the LZR Racer is also up today on a good earnings report: Ansys (ANSS). Ansys provided the software that enabled the LZR's speedy design. Ansys makes 3-D simulation software, and their technology was used to predict fluid flows around the body of an elite swimmer in the outstretched glide position (assumed immediately after the initial dive and following each lap's turn off the pool wall) to identify areas where drag, and its slowing effect, is likely to occur. In addition, the simulation analysis guided placement of specially designed drag-reducing panels to minimize this negative effect.
We'll see if these stocks avoid the current drag effect of a down market!!
Textainer Group: Counting on Container Shortages, Slow Ships to China [View article]
I realize that the Baltic Dry Index does not indicate rates specifically for container shipping. I didn't say that it did. However, it does provide an indicator of demand for shipping and for commodities and can be used as a more general predictor. Many analysts use it. I've found a correlation by looking at the charts of the BDI and certain sectors.
nScout, you can watch the index by looking it up on Bloomberg: www.bloomberg.com/apps.... Investools also has some charts. For up-to-the-minute specifics, including specific routes, you have to subscribe to the Baltic Exchange.
Clean Energy Trifecta: Trucks, Tweaked Engines and a Tycoon’s Natural Gas [View article]
Hi, Paul. I agree that T. Boone is in it for the long haul. His water project for Texas is even more long term than the wind farm and actually rather preposterous in its scale. Not to mention cornering the market on a resource that many think should belong to the public.
Clearly the U.S. has to be looking at energy and water in the long term as well as the short haul, and not just let the tycoons do our planning for us. But it looks as though the price of oil is not going to go down substantially, and so we're going to have to have some short-term solutions and try solutions for different niches. The cost of natural gas powered trucks is obviously not prohibitive if companies like UPS are buying more and more of them. And the ports have a serious pollution problem that has to be solved now rather than later.
The key problem, as you point out, is making sure that natural gas doesn't go the way of corn.
How Much Is a Wrinkle Worth? [View instapost]
On Jun 16 12:26 PM edwards wrote:
> The potential of fluorouracil cream (fluorouracilcream.com) is extraordinary.
> Given the size of the anti-aging, wrinkle-removal product sales,
> in the U.S. and worldwide (over $12 billion in 2005 according to
> The American Society for Aesthetic Plastic Surgery), this substance
> could become a blockbuster.
The Swine Flu Effect [View article]
The Swine Flu Effect [View article]
The Swine Flu Effect [View article]
Investing in Chocolate: Sweet Comforts for Difficult Times? [View article]
Higher prices helped Hershey's first-quarter profit surge 20 percent and beat Wall Street's expectations.
The Hershey Co., the nation's second-largest candy maker, said it also benefited from a later first quarter that captured more Easter sales but was hurt by higher commodity costs and a strengthening dollar.
"Hershey's results for the first quarter were solid, and I am pleased with the progress we continue to make," David J. West, the company's president and chief executive officer, said in a telephone conference with analysts.
However, he acknowledged that beating last year's results will become more difficult for the rest of 2009 because the company has now lapped a February 2008 price increase. Hershey also boosted prices in August.
Can Speedo Speed Up Warnaco's Profits? A Little Poolside Trend-Spotting [View article]
Can Speedo Speed Up Warnaco's Profits? A Little Poolside Trend-Spotting [View article]
Aug. 7th: Warnaco Group posted their earnings today, and they've made a splash, so to speak. The stock is up 7%. And that's even before the Olympics have started. And another company associated with the LZR Racer is also up today on a good earnings report: Ansys (ANSS). Ansys provided the software that enabled the LZR's speedy design. Ansys makes 3-D simulation software, and their technology was used to predict fluid flows around the body of an elite swimmer in the outstretched glide position (assumed immediately after the initial dive and following each lap's turn off the pool wall) to identify areas where drag, and its slowing effect, is likely to occur. In addition, the simulation analysis guided placement of specially designed drag-reducing panels to minimize this negative effect.
We'll see if these stocks avoid the current drag effect of a down market!!
Textainer Group: Counting on Container Shortages, Slow Ships to China [View article]
nScout, you can watch the index by looking it up on Bloomberg: www.bloomberg.com/apps.... Investools also has some charts. For up-to-the-minute specifics, including specific routes, you have to subscribe to the Baltic Exchange.
Clean Energy Trifecta: Trucks, Tweaked Engines and a Tycoon’s Natural Gas [View article]
Clearly the U.S. has to be looking at energy and water in the long term as well as the short haul, and not just let the tycoons do our planning for us. But it looks as though the price of oil is not going to go down substantially, and so we're going to have to have some short-term solutions and try solutions for different niches. The cost of natural gas powered trucks is obviously not prohibitive if companies like UPS are buying more and more of them. And the ports have a serious pollution problem that has to be solved now rather than later.
The key problem, as you point out, is making sure that natural gas doesn't go the way of corn.