Schering-Plough Corp. (SGP)
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- General Discussion on SGP
- Tough Projections for Big Pharmas: Drug Revenues Don't Look Promising [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Time to Invest in Pharmaceuticals? [view article]
- Are Big Pharma's Dollar Days Nearly Over? [view article]
- Buying Healthcare Stocks for an Obama Presidency (Part III) [view article]
- 31 S&P 500 Stocks with Negative 3 FY Net Income [view article]
- Infamous Anniversary - Cramer's Stop Trading! (8/1/08) [view article]
- PowerShares FTSE RAFI Healthcare: Big Bets on Dow Dogs [view article]
- Merck/Schering-Plough's Heart Drug Couldn't Have Done Worse [view article]
- Will Lilly's Survey Have the Desired Effect on Cialis? [view article]
- Wall Street Breakfast: Must-Know News [view article]
- The State of Statins and Stents [view article]
Recent SGP Articles
- Tough Projections for Big Pharmas: Drug Revenues Don't Look Promising
- Time to Invest in Pharmaceuticals?
- China Biotech Week in Review: Earnings, Earnings, Earnings
- Schering-Plough Takes Sole Possession of Its China JV
- Are Big Pharma's Dollar Days Nearly Over?
- Buying Healthcare Stocks for an Obama Presidency (Part III)
- 31 S&P 500 Stocks with Negative 3 FY Net Income
- So Much for the Summer Doldrums with Drugmakers
- Wall Street Breakfast: Must-Know News
- PowerShares FTSE RAFI Healthcare: Big Bets on Dow Dogs
- Full List of Articles »
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derMike
Schering Now - Cramer's Lightning Round (4/29/08) [view article]
I agree w/ the comments about Cramer below. As for LSI I think it is a great buy now @ $6.25. Most the analysts have increased their 2008 earnings forecast over the last few day (since LSI announced their earnings on 4/23) but it is still at a relatively low P/E.For Q4'07 they reported $ 0.13 beating the analysts' consensus of .07 by .06. For Q1'08 they reported $0.10 beating the consensus of .07 by .03. LSI also raised their guidance for Q2'08 to a range of .08 to .12. All the above numbers are non-GAAP.
The analysts' consensus for 2008 non-GAAP is now at $.42 giving it a P/E of 14.89. Normally it should trade in the 18 to 22 range which means it should really be in the $7.60 to $9.20. I think they will deliver $0.50 for 2008 as they have a history of beating the analysts consensus. That should place them at a solid $9 given a reasonable P/E multiple.
Fundamentally they appear to have made the right choices in focusing their product lines on storage & networking and the acquisitions have been smart ones. Reply
Lepoff, M.D.
Schering Now - Cramer's Lightning Round (4/29/08) [view article]
Didn't this flake say to buy SGP at it's 52 week high. Look at it now. Reminds me of when he called himself Dr. UNH and said buy, buy, buy and even back up the truck when UNH was at 52. Look at it now. Cramer conveniently forgot all about this just like he always does. Cramer, his show and his sponsors should be boycotted until he is taken off the air. ReplyGreen Presidential Picks - Cramer's Mad Money (4/23/08) [view article]
The Archer Daniels Midland symbol was transposed... it should be ADM, not AMD ReplyJim Cramer's Mad Money, 4/4/08: Cramer Vindicated [view article]
Took a close look at PBT.. article says dividends secure & likely increasing, in past years dividens have increased, but so far this year monthly dividends have decreased .. ReplyOptions Trader: Wednesday Outlook [view article]
Actually we haven't been short on oil since we made a fortune in the fall when it double topped at $100 and we bet the farm both times. We started shorting again at $110 with a plan to roll up and double down on our puts for 3 months but we already had a great expiration in March when oil plunged from $110 to $98 so this (April) looks to be a losing month for us if you don't count SU, who just made us a mint, or OIH, who just made us a mint or BTU, who just made us a mint but XOM, CVX, USO and XLE haven't paid off for us yet but please sell us puts at these prices if you are bullish.Just this Monday, right here in SA, I said buy PTR (up 13%), FTO (down 5%) and COP (even) as hedges against our puts on SU (down 4%), USO (up .5%) and XOM (flat) so I can only assume you don't actually read the posts, just spout off against anyone who challenges your world-view.
Of course at $120 we went all short and you can tell me how smart you are in June if oil holds up here but I say it's unsustainable and that's where we're placing our bets but we need people like you or we couldn't possibly find people willing to bet oil goes higher from here so thanks for being there for us!
Bluedog - I won't get into WHY a guy who's taken over $250M in contributions from oil companies won't release the SPR and knock of $7.3Bn in annual revenues for each dollar a barrel oil goes down (think about how cheap that ratio makes it for oil companies to buy politicians, pay off Nigerian warlords etc) because Yape will call me a dope or Michael Moore and hurt my feelings...
Reply
Options Trader: Wednesday Outlook [view article]
I enjoyed the article. I agree on the unsustainability of $120+ oil. Why doesn't Bush just release some of the Strategic Oil Reserve to flush the speculators out of oil?... Without a serious correction in oil prices, the legacy carriers may face BK again. ReplyWall Street Breakfast: Must-Know News [view article]
A lot of opining going around.Can't help seeing a little humor in the little things. Reply
Options Trader: Wednesday Outlook [view article]
yea, I was hoping for a play, not a lecture.. ReplyOptions Trader: Wednesday Outlook [view article]
What a dope. You lead with the options headline and then rant about oil. Is this really Michael Moore? ReplySchweitzer
Wall Street Breakfast: Must-Know News [view article]
We have to keep in mind, these are summaries, and not analytical reports. He reports on opinions rather opines However, he should be free to opine on the quality of those opinions. ReplyWall Street Breakfast: Must-Know News [view article]
Agree with the first post...thanks, Eli! ReplyTiedeman
Jim Cramer's Mad Money Lightning Round Picks, 7/26/07 [view article]
Cramer was actually right in his ANAD call. ReplyWall Street Breakfast: Must-Know News [view article]
This column cites housing inventories -I think they are understated. Do you know what sales rate is being used in the divisor?? ReplyWall Street Breakfast: Must-Know News [view article]
I love Eli's work. Especially the EPS drill. Saves so much time. Go Alpha--support Eli. Reminds me of the classic statements of Warren Buffett: "What is the biggest vice of investors?" Warren, "Being overactive." "How could you have made more money?" Warren, "Sat on the porch more; done less." Eli helps me do both. My addition: Most companies need a MBA/Mgt playground so they do less and keep sustaining their brands.... ReplyStarting Monday: Big Pharma Reports This Week [view article]
Swiss Analysts Reactions to Novartis Q1 Earnings:* ZKB keeps Market Perform
* Helvea keeps Acumulate, Price Target CHF75
* Vontobel keeps Buy, Price Target CHF68
* Credit Suisse keeps Underperform, New Price Target CHF49
* Keppler keeps Reduce, Price Target CHF70 (funny in my opinion ?!?!?) Reply