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  • Critical Shortage Of Injectables Create Opportunity For Drugmakers [View article]
    Hi Mark,

    Most generic injectables are low-cost and require complicated manufacturing processes, so that's widely accepted as the main reason behind their low profit margins. The GAO report also lists changes in Medicare Part B reimbursement policy and the role of group purchasing organizations as possible causes.
    Apr 10, 2014. 10:40 AM | Likes Like |Link to Comment
  • Play Copper's Upside With Southern Copper Corp. [View article]
    Southern Copper was the best choice I was able to find for a pure play on copper. Neither VALE nor FCX had the copper exposure I was looking for or the balance sheet I wanted. Southern Copper also had the lowest cash costs per pound which to me is the most powerful advantage they have over their competitors.
    Sep 9, 2013. 09:46 AM | Likes Like |Link to Comment
  • 3 'e-Sin' Stocks For Any Economy [View article]
    Sin stocks have a captive audience - great for investors in the company. As governments crack down on traditional cigarettes, the electronic market will take more of the market share.
    Sep 9, 2013. 09:45 AM | Likes Like |Link to Comment
  • Why Graftech International Is A Deal [View article]
    GrafTech is part of a global oligarchy which means that a positive catalyst doesn't need to be large to have a big impact in this industry. The risks associated with the company make it a deep value play for long term investors.
    Sep 9, 2013. 09:45 AM | Likes Like |Link to Comment
  • This Driller Looks Like A Diamond In The Rough [View article]
    Safety regulations have been revamped since the Macondo incident, but the reason for deepwater drilling is more fundamental. Oil companies are looking to offshore sources for oil because the opportunities on shore are becoming more rare and more difficult to extract. Older wells are in decline and the industry as a whole is looking to deepwater drilling as the best option for oil discovery.
    Aug 21, 2013. 02:51 PM | Likes Like |Link to Comment
  • Too Early To Buy The Hype Of New Zynga CEO [View article]
    I would argue the bigger challenge for Zynga is addressing the product issue than the management issue, and they need to play some catch-up... Every survey trying to determine what pushes Candy Crush gamers from slightly addicted to borderline obsessive arrives at the social competition aspect of it. That's bad news for a game developer that rode Facebook's coattails and then lost those privileges! (,
    Jul 3, 2013. 02:32 AM | Likes Like |Link to Comment
  • Is China The Elephant In The Room Behind Rising U.S. Interest Rates? [View article]
    Yes, would not be surprised if more EUR-denominated diversification was in fact the case. China reserves are over 70%-USD based.

    Regardless of how far off the Fed's exit is, ECB is on hold for longer. It helps that the peripheral spreads have come in as well.

    Amoremime, we track
    Foreign holdings in section 1A.
    Jun 30, 2013. 05:09 PM | 1 Like Like |Link to Comment
  • Hedge Funds Are Buying 5 Highly Shorted And Oversold Stocks On Losing Streaks [View article]
    Please see the reply above.
    May 31, 2013. 01:59 PM | Likes Like |Link to Comment
  • Hedge Funds Are Buying 5 Highly Shorted And Oversold Stocks On Losing Streaks [View article]
    Hi there. Apologies for the delay, we just noticed your comments (as pointed out by infinitewisdumb below).

    In response to your question, we use institutional data from Fidelity, which calculates changes made in the current quarter. Most recent filings are from 3/31/13. and compare it to share float from Yahoo! Finance

    As you pointed our below, the data has changed since this posting. XIDE would no longer signal significant institutional buying: Net institutional purchases in the current quarter is now at 495.6k shares, which represents about 0.71% of the company's float of 68.92M shares. Current quarter purchases increased by 1 million, but was offset by 4.2M in institutional sales.

    And to answer your other question, that particular EPS data point was sourced from Finviz.

    We hope that helps!
    May 29, 2013. 08:10 PM | Likes Like |Link to Comment
  • Hedge Funds Are Buying 5 Highly Shorted And Oversold Stocks On Losing Streaks [View article]
    And thank you for the great data!
    May 21, 2013. 03:46 PM | Likes Like |Link to Comment
  • 7 Stocks Reporting In January Undervalued By EPS Trends [View article]
    Hi, sorry for the late response and the missing disclosures. All EPS estimates are sourced from Yahoo! Finance. The other data was sourced from Finviz. Hope that helps.
    Apr 5, 2013. 05:49 PM | Likes Like |Link to Comment
  • Money Managers Are Buying These 6 Low Debt Dividend Stocks [View article]
    Thank you!
    Feb 7, 2013. 12:23 PM | Likes Like |Link to Comment
  • Hedge Funds Are Selling These 4 Large Cap Financials [View article]
    We apologize for the error. It has been corrected. Thank you.
    Jan 25, 2013. 09:57 AM | Likes Like |Link to Comment
  • Prologis: Should You Buy This High Yielding Industrial REIT? [View article]
    Thanks for your feedback. We will look for the bearish names too.
    Nov 13, 2012. 02:04 PM | Likes Like |Link to Comment
  • 9 Biotech Stocks Trading At Steepest Discount To Target Price [View article]
    Hello! Thank you for your comment. It inspired us to run the screen again: Enjoy!
    Nov 9, 2012. 11:21 AM | Likes Like |Link to Comment