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  • Who Wins After The Snapback Rally? [View article]
    It got to -9.9% and then the buy on the dip took over. Can you say rigging? Someone should investigate the programmed trades and the futures. It really doesn't sound like normal people buying and selling securities caused this.
    Oct 17 03:36 PM | 2 Likes Like |Link to Comment
  • Homebuilder Stocks Are Burning Down [View instapost]
    S&P has Ryland RYL rated as a 4 star stock with a 12-month price target of $40. My price target for 3 months is $36.97.
    Oct 17 01:22 PM | Likes Like |Link to Comment
  • Who Wins After The Snapback Rally? [View article]
    There was a recent survey out to 200 large companies who responded that around half of them were increasing their IT budgets for next year. IBM should be having a mainframe announcement next year, so I would add that stock to your portfolio.
    Oct 17 12:26 PM | Likes Like |Link to Comment
  • Schlumberger - Solid Results, No Great Oil Price Impact Leaves Appeal [View article]
    I like the fact that SLB is focusing more on the USA now.
    Oct 17 12:22 PM | Likes Like |Link to Comment
  • Schlumberger - Solid Results, No Great Oil Price Impact Leaves Appeal [View article]
    Hope you bought some yesterday. If not, wait for a bad day.
    Oct 17 09:41 AM | Likes Like |Link to Comment
  • SAP strikes Hana cloud deals with IBM, Unisys [View news story]
    There are also deals with other vendors. A recent deal with AT&T brings AT&T's NetBond service to IBM's SoftLayer cloud platform. The companies say the move bolsters security and performance in hybrid cloud environments.

    More specifically, the connection will enable NetBond customers to link their own on-premise IT infrastructure to SoftLayer's private network and cloud services using AT&T Virtual Private Networks.

    The news follows up with the recent announcement of Intel TXT as a featured add-on to Softlayer to embed security down to the chip level within the datacenter.
    Oct 16 02:52 PM | Likes Like |Link to Comment
  • Baker Hughes misses estimates on weaker Gulf of Mexico drilling activity [View news story]
    "Sterne, Agee & Leach

    We believe the share-price weakness on oil-service stocks is overdone, and we maintain our positive medium- to long-term outlook. We believe most U.S. nonconventional oil plays are economic in the $60-$80 range, and we expect 2015 earnings growth, albeit at a modestly slower rate....

    We are cutting our 2015 earnings-per-share estimates and price targets to reflect a cloudier near-term view and modestly lower oil price assumptions. However, we believe the stocks offer compelling value for medium- to long-term investors.

    Following recent weakness we are upgrading Baker Hughes (ticker: BHI ) to Buy from Neutral. With the shares trading at under five times projected 2015 earnings before interest, taxes, depreciation and amortization (Ebitda) and 10 times estimated 2015 EPS, the risk/reward in the stock appears very favorable. Our revised $72 price target is based on six times projected 2015 Ebitda, in line with the five-year median....

    Our favorite names include Halliburton ( HAL ) (rated at Buy, $68 price target), Schlumberger ( SLB ) (rated at Buy, $121 price target) and Oil States International ( OIS ) (rated at Buy, $70 price target).

    -- Stephen D. Gengaro
    -- Ivan Suleiman"
    from Barron's.

    I'll be adding to my SLB when it bottoms and may pick up some of the other ones.
    SLB is the largest oil services company and has a wide moat.
    Oct 16 11:05 AM | Likes Like |Link to Comment
  • Baker Hughes misses estimates on weaker Gulf of Mexico drilling activity [View news story]
    You make more money by buying companies when they crash after earnings. So make a watch list of those companies that crash and investigate where to put your cash. Baker Hughes is the world's third-largest oilfield services company. Revenue was up 8% and earnings up 25% from the same quarter last year. The company generated $725 million of free cash flow in the quarter under review and repurchased 2.9 million shares for $200 million. This leaves $1.05 billion remaining under the previously announced authorization to repurchase shares.
    Oct 16 10:54 AM | 2 Likes Like |Link to Comment
  • IBM and PRO BTP Use Analytics to Fight Healthcare Insurance Fraud and Abuse [View article]
    Fraud is a big cost of our health insurance costs.

    With the largest, most broadcast, most viral spread of the 40-year-old disease, IBM’S Watson Supercomputer, with IBM’s pledge to divert $100 Million in funds devoted solely to using Watson to find patterns in the virus, might also be able to pinpoint how to cure it.
    Oct 16 10:17 AM | Likes Like |Link to Comment
  • Multiple Contraction Can Hit Pfizer [View article]
    Pfizer Limited has signed an exclusive agreement to commercialize Ultibro Breezhaler and Seebri Breezhaler in the United Kingdom.
    Oct 15 10:55 PM | Likes Like |Link to Comment
  • Multiple Contraction Can Hit Pfizer [View article]
    Pfizer And Kyowa Hakko Kirin To Collaborate On Immuno-Oncology Combination Study
    About PF-05082566
    PF-05082566 is an investigational, fully humanized mAb that targets 4-1BB (CD-137), a protein expressed in many immune cells. In pre-clinical models, it has shown anti-tumor activity by enhancing T-cell mediated immune responses. Pfizer is currently evaluating PF-05082566 in a Phase I study as a single agent in multiple tumor types, as well as in several combination studies, including a clinical study of PF-05082566 in combination with rituximab in non-Hodgkin lymphoma patients.
    About Pfizer Oncology
    Pfizer Oncology is committed to the discovery, investigation and development of innovative treatment options to improve the outlook for cancer patients worldwide. Our strong pipeline of biologics and small molecules, one of the most robust in the industry, is studied with precise focus on identifying and translating the best scientific breakthroughs into clinical application for patients across a wide range of cancers. By working collaboratively with academic institutions, individual researchers, cooperative research groups, governments, and licensing partners, Pfizer Oncology strives to cure or control cancer with breakthrough medicines, to deliver the right drug for each patient at the right time. For more information, please visit
    Oct 15 10:03 PM | Likes Like |Link to Comment
  • Multiple Contraction Can Hit Pfizer [View article]
    Pfizer Completes Acquisition Of InnoPharma
    BY Business Wire
    — 8:00 AM ET 09/25/2014
    NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (PFE
    ) today announced that it has completed its acquisition of the pharmaceutical development company, InnoPharma, Inc., following receipt of United States (U.S.) regulatory approval from all government authorities required by the agreement and other closing conditions.
    “We believe this acquisition will help Pfizer build a strong sterile injectables pipeline in areas such as oncology and central nervous disorders,” said John Young, group president, Pfizer Global Established Pharma (GEP). “Sterile injectables is one of several areas of potential growth for GEP. This acquisition reflects our continued view that attractive growth opportunities, both external and organic, exist for the business.”
    Oct 15 09:59 PM | Likes Like |Link to Comment
  • Multiple Contraction Can Hit Pfizer [View article]
    Pfizer To Present Safety And Immunogenicity Data From A Phase 2 Study Of Its Investigational Meningococcal Group B Vaccine, Bivalent rLP2086, Co-Administered With A Licensed Human Papillomavirus Vaccine
    BY Business Wire
    — 8:00 AM ET 10/08/2014
    NEW YORK--(BUSINESS WIRE)-- Pfizer Inc. (PFE) announced today it will present the results of a Phase 2, randomized study to evaluate co-administration of the company’s investigational meningococcal group B vaccine...
    “We are pleased to present data on our investigational meningococcal group B vaccine at IDWeek 2014,” said Dr. Emilio Emini, senior vice president of Vaccine Research and Development for Pfizer Inc. (PFE) “We look forward to sharing additional data from the ongoing Phase 2 and Phase 3 clinical studies of our vaccine candidate.”
    Oct 15 09:58 PM | Likes Like |Link to Comment
  • Multiple Contraction Can Hit Pfizer [View article]
    “Pfizer now has three innovative prophylactic investigational vaccine candidates with the potential to prevent serious diseases — meningococcal group B (MnB), S. aureus and Clostridium difficile (C. difficile) — that have been granted Fast Track designation by the FDA,” said Susan Silbermann, president and general manager for Pfizer Vaccines. “This is a testament to the work of Pfizer’s Vaccine Research and Development unit, who are determined to develop vaccines that focus on diseases of significant unmet medical need around the world.”
    Oct 15 09:53 PM | Likes Like |Link to Comment
  • Multiple Contraction Can Hit Pfizer [View article]
    Pfizer breast cancer treatment granted FDA priority review status
    BY MarketWatch
    — 8:55 AM ET 10/13/2014
    Pfizer Inc. (PFE
    ) said Monday that its experimental breast-cancer treatment, palbociclib, has been granted priority review by the U.S. Food and Drug Administration, potentially speeding the approval process by up to four months.
    The drug is used to treat postmenopausal women with advanced breast cancer in combination with the FDA-approved breast cancer treatment letrozole.
    The FDA gives priority review status to drugs that provide a treatment where no adequate therapy exists. The status will expedite review time for palbociclib from 10 months to a goal of six months, with an FDA decision expected on the drug by April, Pfizer (PFE) said in a statement Monday.
    Earlier this year, researchers said that in a 165-patient study, palbociclib stopped tumors from growing for a median of more than 20 months, about twice as long as the current treatment alone.
    J.P. Morgan has estimated the drug could generate $4 billion in sales in 2020.
    Oct 15 09:52 PM | 1 Like Like |Link to Comment