At the recent ASCO conference, Infinity Pharmaceuticals posted solid efficacy data for its non-Hodgkin's lymphoma drug, but shares cratered, closing down 39%. The problem is that Infinity's drug, while promising, doesn't exist in a vacuum and will see competition from two of health care's biggest players.
In this video, health-care analyst David Williamson�takes a closer look at the three promising blood cancer drugs that caused some big stock movements earlier this month.�
Is bigger really better?
Involved in everything from baby powder to biotech, Johnson & Johnson has its critics convinced that the company is spread way too thin. If you want to know if J&J is nothing but a bloated corporate whale or a well-diversified giant that's perfect for your portfolio, check out the Fool's new premium report outlining the Johnson & Johnson story in terms that any investor can understand. Claim your copy by clicking here now.�
Best Long Term Companies To Invest In 2015: PetroLogistics LP (PDH)
PetroLogistics LP owns and operates propane dehydrogenation (PDH) facility. The Company is located in the vicinity of the Houston Ship Channel. As of April 23, 2012, the Company had an annual production capacity of approximately 1.45 billion pounds of propylene. Its PDH facility uses a CATOFIN dehydrogenation technology pursuant to a fully-paid license from CB&I Lummus. It derives its sales from three different sources: propylene sales, hydrogen sales, and mixed stream of butane and butylenes (C4 mix stream) and heavier hydrocarbons (C5+ stream) sales.
Contracted Propylene Sales
The Company has propylene sales contracts with The Dow Chemical Company (Dow), Total Petrochemicals USA, Inc. (Total), and INEOS Olefins and Polymers USA (INEOS), each of which use the propylene it supplies in the acrylic acid, polypropylene and acrylonitrile plants. Effective January 1, 2012, it added BASF Corporation (BASF) and LyondellBasell Industries N.V. (LyondellBasell) as additional contracted customers. It delivers propylene to these customers through its integrated pipeline system, which connects its facility to the Dow and Total plants and the LyondellBasell system, and through interconnected third-party pipelines, which connect its facility to INEOS and BASF and to other potential propylene customers.
Spot-Market Propylene Sales
Through the Company�� integrated pipeline system, the Company accesses other consumers of propylene, which it is able to supply on a spot basis with its excess production capacity. It manages its contract and spot portfolio.
Hydrogen Gas Sales
As part of the PDH process, the Company produces commercial quantities of hydrogen. Hydrogen is consumed in refinery processes, including fuel desulphurization.
C4 Mix/C5+ Streams Sales
The Company produces commercial quantities of C4 mix/C5+ streams. It sells the C4 mix stream to specialty chemical consumers or refiners and these customers tran! sport the purchased volumes from its facility by truck. The C5+ stream, which is heavy in aromatics, is transported by its pipeline to a Kinder Morgan terminal, and then sold to Texas Aromatics for use in the chemical or gasoline markets.
The Company competes with Enterprise, Chevron Phillips, ExxonMobil Chemical, Shell Chemical, Flint Hills and the Williams Companies.
Advisors' Opinion:- [By Seth Jayson]
Calling all cash flows
When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on PetroLogistics (NYSE: PDH ) , whose recent revenue and earnings are plotted below. - [By Travis Hoium]
What: Shares of propane company PetroLogistics (NYSE: PDH ) fell as much as 10% today after reporting earnings.
So what: Sales dropped 18% from a year ago to $159.4 million but the company swung to a net income of $41.4 million. On an adjusted basis net income fell from $64.4 million a year ago to $37.8 million in the second quarter. �
- [By Seth Jayson]
PetroLogistics (NYSE: PDH ) reported earnings on July 24. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended June 30 (Q2), PetroLogistics met expectations on revenues and beat expectations on earnings per share.
Top 10 Promising Companies To Buy Right Now: Regulus Therapeutics Inc (RGLS)
Regulus Therapeutics Inc., incorporated on September 5, 2007, is a biopharmaceutical company focused on discovering and developing microRNAs to treat a range of diseases. microRNAs are naturally occurring ribonucleic acid (RNA), molecules that play a critical role in regulating key biological pathways. The Company uses its microRNA product platform to develop chemically modified, single-stranded oligonucleotides that the Company calls anti-miRs. As of December 31, 2012, the Company�� operations included acquiring and in-licensing intellectual property rights, developing its microRNA, undertaking basic research around microRNA targets and conducting preclinical studies for its initial programs.
The Company is developing RG-101 for the treatment of HCV and is advancing other microRNA therapeutics toward clinical development in several areas, including oncology, fibrosis and metabolic diseases. The Company intends to focus its resources on product opportunities in therapeutic areas where development and commercialization activities are appropriate for its size and financial resources, which the Company anticipates will include niche indications and orphan diseases.
The Company competes with Groove Biopharma, Inc., miRagen Therapeutics, Inc., Mirna Therapeutics, Inc., and Santaris Pharma A/S.
Advisors' Opinion:- [By Sean Williams]
A blast to the past
It's occasionally very difficult to value biotech stocks, because of the wide range of outcomes possible given their pipelines. Other times, as in the case with Regulus Pharmaceuticals (NASDAQ: RGLS ) , I bang my head against a table and wonder what the heck investors are thinking.
Top 10 Promising Companies To Buy Right Now: Westmoreland Coal Company(WLB)
Westmoreland Coal Company operates as an energy company in the United States. The company, through its subsidiaries, engages in the production and sale of sub-bituminous coal and lignite to electricity generating plants; and the ownership of power plants in North Carolina. It owns 5 surface coal mines in Montana, North Dakota, and Texas; and 2 coal-fired power generating units with a capacity of approximately 230 megawatts in Weldon, North Carolina. As of December 31, 2010, Westmoreland Coal Company had estimated proven and probable coal reserves of 389.9 million tons. The company was founded in 1854 and is headquartered in Englewood, Colorado.
Advisors' Opinion:- [By John Udovich]
Obama�� war on coal has claimed another victim as James River Coal Company (NASDAQ: JRCC) files for Chapter 11, but coal stocks Westmoreland Coal Company (NASDAQ: WLB), Alliance Resource Partners, L.P. (NASDAQ: ARLP) and Hallador Energy Co (NASDAQ: HNRG) have still managed to put in a decent performance for investors���despite the industry headwinds coming from the White House. Just consider this: By 2025, 300 of America�� coal plants will close due to EPA policies for a total of 44,000 megawatts of generating capacity in 33 states to be taken off line. Moreover, Democrats have been putting up roadblocks to stop coal exports���one potential industry bright spot as the US�has the largest coal repository in the world.
Top 10 Promising Companies To Buy Right Now: Woodward Inc.(WWD)
Woodward, Inc. designs, manufactures, and services energy control and optimization solutions for the aerospace and energy markets worldwide. Its Aerospace segment offers pumps, valves, fuel nozzles, metering units, cockpit controls, actuators, motors, and sensors for the management of fuel, air, combustion, and motion systems in commercial, business, and military aircraft, as well as weapons and defense systems. This segment also provides aftermarket repair, overhaul, and other services to commercial airlines, turbine original equipment manufacturer (OEM) repair facilities, military depots, third party repair shops, and end users. It sells its products to OEMs and tier-one prime contractors; and through aftermarket sales of components as provisioning spares or replacements. The company?s Energy segment designs, produces, and services systems and products for the management of fuel, air, fluids, gases, electricity, and motion. Its products include power converters, actuato rs, valves, pumps, injectors, solenoids, ignition systems, governors, electronics, and devices that measure, communicate, and protect low and medium voltage electrical distribution systems for use in industrial gas turbines, aero-derivative turbines, reciprocating engines, electrical grids, wind turbines, and compressors. This segment sells its products OEMs and tier-one prime contractors, through aftermarket sales or replacements; provides other related services to OEM customers, as well as directly to end users or distributors. Woodward, Inc was founded in 1870 and is headquartered in Fort Collins, Colorado.
Advisors' Opinion:- [By Monica Gerson]
Woodward (NASDAQ: WWD) is projected to post its Q1 earnings at $0.71 per share on revenue of $548.45 million.
TD Ameritrade Holding (NYSE: AMTD) is estimated to report its Q1 earnings at $0.33 per share on revenue of $735.85 million.
- [By Seth Jayson]
Woodward (Nasdaq: WWD ) reported earnings on April 22. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q2), Woodward missed estimates on revenues and beat slightly on earnings per share.
Top 10 Promising Companies To Buy Right Now: Universal Health Realty Income Trust (UHT)
Universal Health Realty Income Trust (Trust) is a real estate investment trust (REIT). It invests in health care and human service related facilities, including acute care hospitals, behavioral healthcare facilities, rehabilitation hospitals, sub-acute facilities, surgery centers, childcare centers and medical office buildings (MOBs). As of February 29, 2012, it had 54 real estate investments or commitments located in 15 states in the United States consisting of seven hospital facilities, including three acute care, one behavioral healthcare, one rehabilitation and two sub-acute; 43 MOBs, and four preschool and childcare centers. In February, 2012, Canyon Healthcare Properties, in which it owned a 95% non-controlling ownership interest, completed the divestiture of the Canyon Springs Medical Plaza. In January, 2012, it purchased the PeaceHealth Medical Clinic, a single-tenant medical office building consisting of approximately 99,000 rentable square feet, located in Bellingham, Washington. During the year ended December 31, 2011, the Company acquired Lake Pointe Medical Arts Building, Forney Medical Plaza, Tuscan Professional Building and Emory at Dunwoody Building, and minority ownership interests held by third-party members in 11 limited liability companies (LLCs). On November 30, 2011 and December 16, 2011, eight LLCs in which it owned various non-controlling, ownership interests, completed the divestitures of medical office buildings and related real property.
As of February 29, 2012, the Company had investments in 54 facilities, located in 15 states and consisting of Southwest Healthcare System, Inland Valley Campus, McAllen Medical Center, Wellington Regional Medical Center, The Bridgeway, Kindred Hospital Chicago Central, Kindred Hospital Corpus Christi, HealthSouth Deaconess Rehabilitation Hospital, Family Doctor�� Medical Office Bldg., Kelsey-Seybold Clinic at Kings Crossing, Professional Bldgs. at Kings Crossing Building A and Building B, Chesterbrook Academy, Southern Cresce! nt Center I, Desert Valley Medical Center, Desert Springs Medical Plaza, and Santa Fe Professional Plaza. As of December 31, 2011, included in its portfolio are seven hospital facilities. During 2011, the leases with respect to these hospital facilities consisted approximately 65% of its revenue. As of December 31, 2011, these leases have fixed terms with an average of 4.4 years remaining and include renewal options ranging from one to five, five-year terms. During 2011, revenues generated from the leases on the Universal Health Services, Inc. (UHS) hospital facilities accounted for approximately 55% of its total revenue. During 2011, it had a total of 41 new or renewed leases related to the medical office buildings.
Advisors' Opinion:- [By Holly LaFon]
At this point I would like to circle back to a subject we are perhaps most often asked about, and that is why do we continue to hold such a concentrated position (nearly 32%) in our three largest holdings? First of all, it is important to note that over the past two year s we have actually reduced our holdings in all three stocks. Fortunately for our shareholders long - term price appreciation, particularly in Universal Health Services, Inc. and Precision Castparts Corp., has been exceptionally strong (in the case of Universal Health Services, Inc., which was purchased in 1999 and 2000 at an average cost per share of $9.41 and ha d increased to a price per share of $81.26 at the end of 2013, and Precision Castparts Corp. which was bought in 2000 at a n average cost per share of $9.82 and ha d increased to a price per share of $26 9. 3 0 at the end of 2013). In our view these two companies remain in the " sweet spot " of two compelling long - term investment opportunities. In the case of Universal Health Services, Inc., the company i s likely to be one of the prime beneficiaries of expanding health care insurance coverage dictated by the Affordable Care Act * ** ( " Obama - care " ). Unique to Universal Health Services, Inc. (UHT) is its position in mental health services which account s for three - q uarters of its earnings before deductions for interest expense, taxes, depreciation and amortization . Precision Castparts Corp. (PCP) is a prime component supplier to the commercial aircraft manufacturers. Indicative of the attractiveness of this business was The Boeing Company ' s recent announcement that its year - end backlog was 5,080 planes compared to the 648 jets delivered in 2013. By the same token, Airbus ' (a subsidiary of Airbus Group NV) backlog at the end of November was 5,400 versus the 562 planes del ivered in the first eleven months of the year.
Top 10 Promising Companies To Buy Right Now: Homex Development Corp (HOMEX*)
Desarrolladora Homex SAB de CV is a Mexico-based homebuilding company. Together with its subsidiaries, the Company is mainly engaged in the promotion, design, development, construction and sale of affordable entry level and middle income residential housing. The Company has four divisions: the Mexico Division; the International Division; the Infrastructure Division, and the Tourism Division. To carry out its activities, the Company engages in land acquisition, obtaining permits and licenses, designing, constructing, marketing and selling homes, obtaining individual financing for its customers and developing communities to satisfy housing needs in Mexico. The Company participates in housing supply offers from the main housing funds in Mexico. Advisors' Opinion:- [By Julia Leite]
Industrias CH gained 7.9 percent to 85.55 pesos today. Homex (HOMEX*) climbed 5.4 percent to 8.16 pesos, extending this week�� gains to 16 percent. Urbi gained 7.2 percent to 2.37 pesos today, advancing 16 percent in the past five days. Corp. Geo gained 1.5 percent today to 5.55 pesos, climbing 14 percent for the week.
Top 10 Promising Companies To Buy Right Now: Cannabusiness Group Inc (CBGI)
Cannabusiness Group Inc, formerly Muscle Warfare International Inc, incorporated on June 24, 2005, focuses to research, evaluate, and acquire profitable private firms in the business segments of entertainment, technology, medical, energy, and business services for the benefit of its shareholders. The Company's subsidiaries include American West Baseball League and Elite Representation Associates. In April 2013, it announced acquiring 100% of Muscle Warfare, Inc. In July 2013, the Company announced the acquisition of a company that develops, manufactures, and markets sports nutrition products for athletes around the world in all sports, including both professional and amateur enthusiasts.
Elite Representation Associates is an athlete/coach management and marketing agency. The American West Baseball League is a professional, independent baseball organization located primarily in the Southwest United States. It operates in cities not served by major or minor league baseball team.
Advisors' Opinion:- [By Dan Burrows]
From questions regarding the accuracy of publicly-available information about these companies��operations to potential illegal activity, these marijuana stocks have incurred the wrath of federal regulators for good reason:
GrowLife (PHOT) FusionPharm (FSPM) CannaBusiness Group (CBGI) Advanced Cannabis Solutions (CANN) Petrotech Oil and Gas (PTOG) Marijuana Stocks Asking for TroubleBut it doesn’t end there. Investors should run away from all OTC marijuana stocks, including Medical Marijuana (MJNA), Cannabis Science (CBIS), CannaVest (CANV), MediSwipe (MWIP) and GreenGro Technologies (GRNH). As the SEC warns:
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