Seeking Alpha
View as an RSS Feed

Cory Renauer  

View Cory Renauer's Articles BY TICKER:
  • Why You Should Consider Texas Instruments For Your Dividend Growth Portfolio
    Thu, Jan. 15 TXN 1 Comment

    Summary

    • Recent trends among automakers bode well for Texas Instruments.
    • Breakneck dividend growth likely to slow to a moderate, but acceptable pace in the years ahead.
    • Despite a rosy future, intelligent investors may want to play wait-and-see with this well-positioned giant.
  • Why I Haven't Lost Faith In McDonald's
    Tue, Jan. 13 MCD 18 Comments

    Summary

    • Again McDonald's finds itself in crisis mode.
    • Rising popularity of fast-casual dining may not be as threatening as it appears.
    • Despite stagnating sales, it has the means to stage another turnaround.
  • Caterpillar Offers Compelling Risk/Reward Following Downgrade
    Thu, Jan. 8 CAT 10 Comments

    Summary

    • A recent downgrade has sparked fears over Caterpillar's exposure to slumping commodities.
    • The company's competitive advantage is being challenged in China, but appears intact worldwide.
    • Simply hitting current estimates would provide midterm investors with a compelling return rate.
  • Wal-Mart: One Reason To Like America's Least Popular Retailer
    Thu, Jan. 1 WMT 12 Comments

    Summary

    • A recent survey suggests Wal-Mart is one of America's most unpopular companies.
    • Over the years, earnings growth has outpaced the stock's performance.
    • The company remains highly profitable and should continue to be so for the long term.
  • Why I'll Continue Holding Shares Of Coca-Cola
    Dec. 29, 2014 KO 5 Comments

    Summary

    • Coca-Cola's dividend is reaching an unsustainable level.
    • Divestment of recently purchased bottling operations should bolster margins at home.
    • A strong dollar may present the biggest risk to bottom-line growth going forward.
  • Seattle Genetics Is Offering Growth, For A Price
    Dec. 10, 2014 SGEN 3 Comments

    Summary

    • Seattle Genetics has multiple opportunities to expand Adcetris to a wider patient base.
    • Its industry leading antibody drug conjugate platform should continue to draw partnerships.
    • Promising data from early-stage candidates indicate long-term growth potential.
  • What Biogen Idec's Alzheimer's Candidate Could Be Worth
    Dec. 5, 2014 BIIB 7 Comments

    Summary

    • Biogen Idec shares rose quickly following an offhand announcement at a recent investor conference.
    • Phase 1 interim data from an Alzheimer's candidate are promising, but this isn't the first time.
    • Adjustments for risk and royalties lower the present value of the candidate considerably.
  • Next-Generation OmniPod Pumping Up Profitability At Insulet Corp.
       • Dec. 3, 2014 PODD 2 Comments

    Summary

    • Insulet is still losing money, but steadily approaching profitability.
    • Lower cost insulin pump should boost margins.
    • Recent CEO appointment should make Insulet an increasingly attractive takeover target.
    • Partnerships with bio-pharma heavyweights provide significant upside potential.
  • QLT Looks Undervalued With Significant Upside
       • Oct. 30, 2014 QLTI 1 Comment

    Summary

    • Following breakup of the Auxilium merger QLT Inc. appears significantly undervalued.
    • The company is trading at just 1.4 times book value.
    • A promising clinical stage asset provides reward while a large cash position mitigates risk.
  • Forward Pharma's Threat To Biogen Idec's Tecfidera
    Oct. 20, 2014 BIIB 4 Comments

    Summary

    • Biogen Idec is increasingly reliant on Tecfidera sales.
    • A Danish biotech is developing a compound with the same active ingredient.
    • Biogen Idec's legal department might have a serious problem.
  • Key Takeaways From Johnson & Johnson's 3rd Quarter Earnings Call
    Oct. 14, 2014 JNJ 5 Comments

    Summary

    • One-time events heavily complicate year to year comparisons.
    • Hepatitis patient warehousing is already affecting Olysio sales.
    • The company's recently launched drugs continue to perform.
  • With Harvoni Approved, Here's What's Next For Gilead Sciences
    Oct. 14, 2014 GILD 73 Comments

    Summary

    • New Sovaldi scrips are trending downward, but it's hardly cause for alarm.
    • Concerns regarding payer uproar seem overblown.
    • Looking further ahead more competitors likely to crowd the HCV market.
  • What To Look For When Johnson & Johnson Reports Third Quarter Earnings
    Oct. 10, 2014 JNJ 2 Comments

    Summary

    • The effect of increasing competition in the hepatitis C market on Olysio sales.
    • Continuing skyward trajectory for next-generation anticoagulant.
    • Continued encroachment of novel therapy into burgeoning type-2 diabetes market.
  • 2 Huge Immunology Opportunities For Celgene
    Aug. 7, 2014 CELG 7 Comments

    Summary

    • All oral Otezla ready to take on psoriasis by end of year.
    • Oral Otezla won’t entirely displace injected biologics, but safety and convenience should easily push it over the $1 billion mark.
    • Early clinical data suggests oral antisense drug GED-0301 could be a Crohn’s disease winner.
  • Aspire Data A Big Plus For Amgen And Celgene
    Aug. 5, 2014 AMGN, CELG 5 Comments

    Summary

    • Progression free survival figures could result in Kyprolis/Revlimid/dexamethasone becoming standard of care for advanced multiple myeloma.
    • Lack of adverse events alleviates cardiovascular event fears.
    • Celgene also stands to gain from increased duration of Revlimid use.
  • Momenta Pharmaceuticals Heading For A Repeat
    Aug. 5, 2014 MNTA 2 Comments

    Summary

    • Momenta's success with generic Lovenox is a strong indication of potential success with generic Copaxone.
    • Beyond Copaxone, characterization capabilities could differentiate Momenta from competition.
    • If advantages associated with its proprietary technology don’t materialize, Momenta could be in big trouble.
    • A modified anticoagulant with anti-tumor properties also has blockbuster potential.
  • Patent And Reimbursement Risks Already Priced In At Myriad Genetics
       • Dec. 30, 2013 MYGN 29 Comments
  • Diabetes Programs Now Crucial For Eli Lilly
    Dec. 23, 2013 LLY 9 Comments
  • Undervalued Baxter Is A Great Opportunity For Long-Term Dividend Growth Investors
    Dec. 22, 2013 BAX 11 Comments
  • The 'Breakthrough Therapy' Designation And Alexion's CPMP Program
    Dec. 19, 2013 ALXN 2 Comments
  • Medtronic Growth Drivers For The Years Ahead
    Dec. 18, 2013 MDT 2 Comments
  • Enanta's Abbvie Partnership Is Going Places But It's Still Overvalued
    Dec. 16, 2013 ENTA 16 Comments
  • MacroGenics Climbing The MAB Ladder With A Safety Net
       • Dec. 10, 2013 MGNX Comment!
  • Xenoport: One Door Closed, Two More Opened
       • Aug. 29, 2013 XNPT Comment!
  • Emergent Biosciences Finally Expanding Beyond Anthrax
       • Aug. 22, 2013 EBS Comment!
  • Cornerstone Therapeutics: Ignored And Clearly Undervalued
       • Aug. 22, 2013 CRTX 2 Comments
  • Albany Molecular's Turnaround Train Is Gaining Steam
       • Aug. 20, 2013 AMRI Comment!
  • Anacor's Future Is Positive Despite Tavaborole Issues
       • Aug. 18, 2013 ANAC 18 Comments
  • Dark Days Ahead For Amicus, Reasons You Shouldn't Fold
       • Aug. 16, 2013 FOLD 4 Comments
  • NPS Pharmaceuticals Has A Billion Plus Blockbuster On Its Hands
       • Aug. 12, 2013 NPSP 13 Comments
  • Aegerion's Lomitapide Launch Progressing Better Than Expected
       • Aug. 9, 2013 AEGR 6 Comments
  • Cerus Corp.'s Intercept Blood System Progress Report
       • Aug. 2, 2013 CERS 1 Comment