BCPC - News and Analysis from Seeking Alpha 'BCPC' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/symbol/bcpc Are Markets Headed for an 800-Point Blow-Off Day? http://seekingalpha.com/article/172906-are-markets-headed-for-an-800-point-blow-off-day?source=feed 172906 Bob Howard, the editor of Positive Patterns (positivepatterns@prodigy.net) is a smart guy. He’s also experienced enough to know that nobody picks the market direction or amplitude consistently. Those of us who are honest and who have been to two goat ropes and a pig-wrestling contest know that the market will always do its best to confound even the most intelligent and savvy market professional.

You can listen to those touts who claim, “My last pick went up 184% in a month!” if you like. (After all, “a fool and his money are soon parted” is what these charlatans depend upon to keep their business growing and your net worth declining.)

]]> Thu, 12 Nov 2009 03:11:04 -0500 Joseph L. Shaefer Joseph L. Shaefer submits:

Bob Howard, the editor of Positive Patterns (positivepatterns@prodigy.net) is a smart guy. He’s also experienced enough to know that nobody picks the market direction or amplitude consistently. Those of us who are honest and who have been to two goat ropes and a pig-wrestling contest know that the market will always do its best to confound even the most intelligent and savvy market professional.

You can listen to those touts who claim, “My last pick went up 184% in a month!” if you like. (After all, “a fool and his money are soon parted” is what these charlatans depend upon to keep their business growing and your net worth declining.)


Complete Story »]]> BCPC CEF CME CWB EOG ESLT JW.A NSRGY.PK PM RHHBY.PK SEB STI SYT TEVA TRMK WBMD Joseph L. Shaefer New Index of Pet and Animal Care Companies http://seekingalpha.com/article/109155-new-index-of-pet-and-animal-care-companies?source=feed 109155

The accompanying table provides statistics and the top 25 rated companies in the ETF Innovators (ETFI)Global Animal Biz Index, which outpaced the overall market and benchmark ETFs such as Market Vectors Agribusiness (MOO), Healthcare Sector SPDR (XLV), and iShares S&P Global Healthcare (IXJ) over the past year.

The index includes companies active in the following business segments: animal breeding, veterinary services, pet retailers, animal feeds/nutrition, and veterinary medicines/diagnostics. Some top rated companies which have U.S.-listed stocks include Neogen (NEOG), PetMed Express (PETS), Balchem (BCPC), and Idexx Labs (IDXX).

]]> Thu, 04 Dec 2008 05:03:22 -0500 Mike Havrilla Mike Havrilla submits:

The accompanying table provides statistics and the top 25 rated companies in the ETF Innovators (ETFI)Global Animal Biz Index, which outpaced the overall market and benchmark ETFs such as Market Vectors Agribusiness (MOO), Healthcare Sector SPDR (XLV), and iShares S&P Global Healthcare (IXJ) over the past year.

The index includes companies active in the following business segments: animal breeding, veterinary services, pet retailers, animal feeds/nutrition, and veterinary medicines/diagnostics. Some top rated companies which have U.S.-listed stocks include Neogen (NEOG), PetMed Express (PETS), Balchem (BCPC), and Idexx Labs (IDXX).


Complete Story »]]> BCPC IDXX IXJ MOO NEOG PETS XLV Mike Havrilla Animal Healthcare Biz Posts Loss, But Outpaces Healthcare ETFs http://seekingalpha.com/article/100438-animal-healthcare-biz-posts-loss-but-outpaces-healthcare-etfs?source=feed 100438

(click to enlarge)
 
The ETFI Global AnimalBiz Index includes a total of 35 companies with market caps between $100 million to $10 billion U.S. dollars, with a semi-active rating system which is rebalanced each quarter to choose the top 25 rated companies as active components.
 
The index excludes all big pharma and diversified healthcare giants which have animal health segments such as Schering-Plough (SGP) [Intervet], Novartis (NVS), Pfizer (PFE), Merck (MRK) + Sanofi-Aventis (SNY) joint venture [Merial], Wyeth (WYE) [Fort Dodge], and Eli Lilly (LLY) [(Elanco]. These companies are excluded to make the index more leveraged to animal care as this segment typically represents only about 5% of their sales.
]]> Fri, 17 Oct 2008 07:38:26 -0400 Mike Havrilla Mike Havrilla submits:

(click to enlarge)
 
The ETFI Global AnimalBiz Index includes a total of 35 companies with market caps between $100 million to $10 billion U.S. dollars, with a semi-active rating system which is rebalanced each quarter to choose the top 25 rated companies as active components.
 
The index excludes all big pharma and diversified healthcare giants which have animal health segments such as Schering-Plough (SGP) [Intervet], Novartis (NVS), Pfizer (PFE), Merck (MRK) + Sanofi-Aventis (SNY) joint venture [Merial], Wyeth (WYE) [Fort Dodge], and Eli Lilly (LLY) [(Elanco]. These companies are excluded to make the index more leveraged to animal care as this segment typically represents only about 5% of their sales.

Complete Story »]]> ALO BCPC IXJ KG NEOG SPY XLV Mike Havrilla Replacement Candidates for David Merkel's Portfolio: From AA to ZZ http://seekingalpha.com/article/83706-replacement-candidates-for-david-merkel-s-portfolio-from-aa-to-zz?source=feed 83706 Here is my initial list of replacement candidates for the third quarter 2008 portfolio reshaping:

AA ACMR ACS ACXM ADP AEM AEO AET AFFM AHL AIB AINV ALL AME AN APA ARP ATWO AVID AVZA AXS AYR BAGL BCPC BDK BGC BHI BJS BKS BLL BP BRO BRS BSET CAM CBI CBK CCK CCRT CDNS CFI CKH CMI COG COLM COMS CPB CRDN CROX CSCO CSL CTB DD DELL DFG DLM DRYS DUK DVN EGLE ENH EP ETP FAST FCX FDRY FITB FLEX FLXS FRPT FRZ FSR FTEK FTO GFF GHM GIL GMT GNK HAIN HAL HAR HAST HCC HCN HCP HELE HK HLYS HNT HNZ HOC HON HRS HRZ HTH INFS IPSU IR IRE ISCA ISYS IVN JCI JNX JOSB KCI KEY KMX KOF LMC LPX LRCX LSTR LZB MAN MAS MCRL MGIC MHK MHP MI MKSI MOT MPS MPWR MWA/A MXGL MYE NBR NBTY NFX NG NM NRG NSHA NTGR NVS NWLIA OC OCR ODP OIS OKE OMAB ONNN ORI OSK OXY PAYX PBI PBY PCZ PHX PKD PKI PPC PPG PRE PRU PTEN PVA PWR PXP PZZA RCII RDC RDK ROP RS RTN SAFM SCX SENEB SFY SGIC SGY SI SII SJM SKM SKX SLB SLGN SNDK SNG SNX SNY SPSS STZ SVR SVU SWN TECUA TEX THOR TLK TMS TPX TRMA TRN TRV TSC TSO TTC TXT UNF UNT URI USU VE VLGEA VLTR VZ WAG WDC WFT WGOV WNC WRB WTI WTIU WTM WY XEL Y ZNT ZZ

]]> Thu, 03 Jul 2008 07:56:55 -0400 David Merkel David Merkel submits:

Here is my initial list of replacement candidates for the third quarter 2008 portfolio reshaping:

AA ACMR ACS ACXM ADP AEM AEO AET AFFM AHL AIB AINV ALL AME AN APA ARP ATWO AVID AVZA AXS AYR BAGL BCPC BDK BGC BHI BJS BKS BLL BP BRO BRS BSET CAM CBI CBK CCK CCRT CDNS CFI CKH CMI COG COLM COMS CPB CRDN CROX CSCO CSL CTB DD DELL DFG DLM DRYS DUK DVN EGLE ENH EP ETP FAST FCX FDRY FITB FLEX FLXS FRPT FRZ FSR FTEK FTO GFF GHM GIL GMT GNK HAIN HAL HAR HAST HCC HCN HCP HELE HK HLYS HNT HNZ HOC HON HRS HRZ HTH INFS IPSU IR IRE ISCA ISYS IVN JCI JNX JOSB KCI KEY KMX KOF LMC LPX LRCX LSTR LZB MAN MAS MCRL MGIC MHK MHP MI MKSI MOT MPS MPWR MWA/A MXGL MYE NBR NBTY NFX NG NM NRG NSHA NTGR NVS NWLIA OC OCR ODP OIS OKE OMAB ONNN ORI OSK OXY PAYX PBI PBY PCZ PHX PKD PKI PPC PPG PRE PRU PTEN PVA PWR PXP PZZA RCII RDC RDK ROP RS RTN SAFM SCX SENEB SFY SGIC SGY SI SII SJM SKM SKX SLB SLGN SNDK SNG SNX SNY SPSS STZ SVR SVU SWN TECUA TEX THOR TLK TMS TPX TRMA TRN TRV TSC TSO TTC TXT UNF UNT URI USU VE VLGEA VLTR VZ WAG WDC WFT WGOV WNC WRB WTI WTIU WTM WY XEL Y ZNT ZZ


Complete Story »]]> AA ACMR ACS ACXM ADP AEM AEO AET AFFM AHL AIB AINV ALL AME AN APA ARP AVID AVZA AXS AYR BAGL BCPC BDK BGC BHI BJS BKS BLL BP BRO BRS BSET CAM CBI CBK CCK CCRT CDNS CFI CKH CMI COG COLM COMS CPB CRDN CROX CSCO CSL CTB DD DELL DFG DLM DRYS DUK DVN EGLE ENH EP ETP FAST FCX FDRY FITB FLEX FLXS FRPT FRZ FSR FTEK FTO GFF GHM GIL GMT GNK HAIN HAL HAR HAST HCC HCN HCP HELE HK HLYS HNT HNZ HOC HON HRS HRZ HTH INFS IPSU IR IRE ISCA ISYS IVN JCI JOSB KCI KEY KMX KOF LMC LPX LRCX LSTR LZB MAN MAS MCRL MGIC MHK MHP MI MKSI MOT MPS MPWR MXGL MYE NBR NFX NG NM NRG NTGR NVS NWLIA OC OCR ODP OIS OKE OMAB ONNN ORI OSK OXY PAYX PBI PBY PCZ PHX PKD PKI PPC PPG PRE PRU PTEN PVA PWR PXP PZZA RCII RDC RDK ROP RS RTN SAFM SCX SENEB SFY SGIC SGY SI SII SJM SKM SKX SLB SLGN SNDK SNG SNX SNY SPSS STZ SVR SVU SWN TECUA TEX THOR TLK TMS TPX TRMA TRN TRV TSC TSO TTC TXT UNF UNT URI USU VE VLGEA VLTR VZ WAG WDC WFT WGOV WNC WTI WTM WY XEL Y ZNT ZZ David Merkel Balchem Corporation. Q1 2008 Earnings Call Transcript http://seekingalpha.com/article/76429-balchem-corporation-q1-2008-earnings-call-transcript?source=feed 76429 Balchem Corporation (BCPC)

Q1 2008 Earnings Call

May 8, 2008, 2:00 pm ET

]]> Thu, 08 May 2008 20:38:07 -0400 Balchem Corporation (BCPC)

Q1 2008 Earnings Call

May 8, 2008, 2:00 pm ET


Complete Story »]]> BCPC Balchem Corporation Q4 2007 Earnings Call Transcript http://seekingalpha.com/article/67170-balchem-corporation-q4-2007-earnings-call-transcript?source=feed 67170 Balchem Corporation (BCPC)

Q4 2007 Earnings Call

March 4, 2008 2:00 pm ET

]]> Tue, 04 Mar 2008 19:50:14 -0500 Balchem Corporation (BCPC)

Q4 2007 Earnings Call

March 4, 2008 2:00 pm ET


Complete Story »]]> BCPC Balchem Corp: A Diamond in the Rough http://seekingalpha.com/article/64595-balchem-corp-a-diamond-in-the-rough?source=feed 64595

Balchem Corporation (BCPC) is engaged in the development, manufacture and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries.

The Company has three segments: specialty products, encapsulated/nutritional products and the unencapsulated feed supplements segment (BCP Ingredients). The Company operates four subsidiaries, all of which are wholly owned: BCP Ingredients, Inc. [BCP], Balchem Minerals Corporation [BMC], BCP St. Gabriel, Inc. (BCP St. Gabriel) and Chelated Minerals Corporation [CMC].

]]> Thu, 14 Feb 2008 05:05:58 -0500 Tate Dwinnell Tate Dwinnell submits:

Balchem Corporation (BCPC) is engaged in the development, manufacture and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries.

The Company has three segments: specialty products, encapsulated/nutritional products and the unencapsulated feed supplements segment (BCP Ingredients). The Company operates four subsidiaries, all of which are wholly owned: BCP Ingredients, Inc. [BCP], Balchem Minerals Corporation [BMC], BCP St. Gabriel, Inc. (BCP St. Gabriel) and Chelated Minerals Corporation [CMC].


Complete Story »]]> BCPC Tate Dwinnell 'Specialty Chemical Maker' Balchem: A Clever Concoction http://seekingalpha.com/article/62072-specialty-chemical-maker-balchem-a-clever-concoction?source=feed 62072 Investors who stumble across Balchem Corp. (Nasdaq: BCPC) might think it’s a specialty chemical maker. But Balchem, based in the Catskills region of New York state, is much, much more — and much, much less.

Depending on the whim of the service or analyst doing the grouping, one could find Balchem competing in the meat products sector, chemical manufacturing, industrial manufacturing, or specialty chemicals.

]]> Tue, 29 Jan 2008 11:02:15 -0500 Smallcap Investor Investors who stumble across Balchem Corp. (Nasdaq: BCPC) might think it’s a specialty chemical maker. But Balchem, based in the Catskills region of New York state, is much, much more — and much, much less.

Depending on the whim of the service or analyst doing the grouping, one could find Balchem competing in the meat products sector, chemical manufacturing, industrial manufacturing, or specialty chemicals.


Complete Story »]]> BCPC Smallcap Investor Balchem Corp. Q3 2007 Earnings Call Transcript http://seekingalpha.com/article/52901-balchem-corp-q3-2007-earnings-call-transcript?source=feed 52901

Balchem Corp. (BCPC)

Q3 2007 Earnings Call

]]> Mon, 05 Nov 2007 19:21:46 -0500

Balchem Corp. (BCPC)

Q3 2007 Earnings Call


Complete Story »]]> BCPC