Wealth Daily submits:
Before the global economic meltdown, molybdenum was one of the best-performing base metals.
Prices soared over 1,700% in five years between 2000 and 2005.
Investing, Long Term Investment, stock market | admin March 22, 2010 | 
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Sydney Williams submits:
Yesterday’s passage of comprehensive health reform no doubt opens a Pandora’s box. And while legal challenges may eventually block its full implementation, an outright repeal is unlikely, which means many—if not most—provisions will remain in effect.
One such provision is the creation of a pathway for follow-on biologics ("FOBs", or generic biologics)—new versions of innovator products. For years, the industry has been at an impasse over data exclusivity and patent law.
Wealth Daily submits:
People scoff at the idea of 3D television. The hangover from a ton of bad revenge of the zombie movies back in the day leave the general public with the idea that its nothing more than a gimmick to sell schlock B movies.
But the recent blockbuster Avatar in 3D not only made it the best selling movie of all time, but sent the company IMAX’s (IMAX) shares through the roof…
Value Expectations submits:
LSI Corp. (NYSE:LSI) raised its Q1 adjusted EPS and revenue guidance last Wednesday, sending its shares up nearly 9% by the close. This newer guidance reflects better-than-expected strength in enterprise IT spending during LSI’s first quarter, which ends April 4th. CEO Abhi Talwalkar said,
as the majority of our revenues are tied to enterprise purchases of servers, data storage and networking infrastructure, we experienced strength across all product areas that exceeded our previous guidance.
This column is a weekly series that describes, at a very high level, how we manage our long-term portfolio. We use John Murphy’s inter-market ideas, looking at the performance of equities, bonds, commodities and foreign exchange markets. We attempt to measure appetite for risk, and from that draw conclusions on whether to go long or short these asset classes.
We attempt usually to avoid media driven sentiment, preferring instead to listen to the market, and try and “Do more of what is working, and less of what is not”.
Sreeni Meka submits:
Patni Systems (PTI) incorporated on February 10, 1978 under the Indian Companies Act, registered at Pune, India and went public in 2003. Patni is one of the leading information technology service firms with multi-national operations, predominantly in North America. Patni provides comprehensive IT services through onsite and offshore delivery locations primarily in India. The majority of its customer base is in insurance, manufacturing retail and financial service sectors.
In 2009 insurance, manufacturing retail, communications media and financial services accounted for 29.7%, 29.0% 13.5%, and 12.8% of its revenue. Patni’s revenue grew from $ 450.3 million in 2005 to $ 655.9 million in 2009, at compounded annual growth of 9.9% and net income grew from $ 60.9 million in 2005 to $ 119.8 million in 2009, representing a CAGR of 18.4%.
Scott’s Investments submits:
With the overall stock market’s return over the past year, deep value stocks with positive long-term price momentum have seemingly become extinct. While hundreds, if not thousands, of stocks were considered attractively valued at the March low in 2009, upward price momentum has priced out much of that value over the past year. Using Finviz.com, I searched for value stocks that traded at a 52 week high as of Friday, March 19th. The criteria to identify stocks are below:
Three stocks met this criteria last Friday. This is not necessarily the only or best way to search for value stocks. An investor could look for "beaten down" stocks that have had poor recent price performance in order to find value, which is typically the most common method for searching for value. The point of this search is to find value stocks which have shown strong price momentum but may not yet be fully valued.
Dian L. Chu submits:
After the Business News Network [BNN] interview on Mar. 18 (see previous post), famed currency and commodities investor Jim Rogers made an appearance at Bloomberg the following day (see clip below).
While he still maintains the call of another even deeper recession in the next few years, and $2,000 gold in ten years, he did say expect a gold bubble by the end of the bull market. In addition, Rogers also talks about the euro and prospect of Greek Bailout.
Dobromir Stoyanov submits:
Most dividend investors require consistency from their stock positions. As a result companies which are able to generate rising dividend income over time are viewed more favorably in comparison to companies such as Pfizer (PFE) or General Electric (GE), which have followed an inconsistent dividend policy over the past two years.
Just last week General Electric forecasted that there is a high chance for a dividend increase in 2011, coupled with a resumption of the company’s stock buyback plan and retirement of the company’s preferred stock. General Electric has had a pretty terrible timing of its share buyback plan over the past decade. The company spent billions between 2005 and 2007 repurchasing 513 million shares when prices were high. By 2009 the company had issued 517 million shares at much lower prices, in order to obtain liquidity in the wake of the global financial crisis. If the company does start increasing dividends in 2011 however, this could be a bullish sign. It would take at least a decade of consistent dividend raises however in order for the dividend to reach its previous levels of 31 cents/share.
Tom Konrad (AltEnergyStocks) submits:
In Part I of this series, I listed four potential substitutes that have been proposed to replace oil as limited supply and growth in developing markets draw oil away from traditional users. I’ve since added a fifth to my list of potential substitutes:
Part I looked deeper into the potential for biofuels to displace oil, and made some recommendations as to which stock might benefit most from this trend. In this article I’ll look at vehicle electrification (including traditional hybrid electric vehicles [HEVs] such as the Prius, plug-in hybrid electric vehicles [PHEVs] and pure electric vehicles [EVs]), and hydrogen vehicles, since they have many similarities.
Stephen Castellano submits:
We are taking our proven methodology used to rebalance the Ascendere Long/Short Model Portfolio of 80-100 stocks on a monthly basis, and applying experimenting with the format on a weekly basis. While introducing some noise, it is also uncovering some good ideas. For paying subscribers we may consider following up with this on a daily basis, as well as providing limited distribution and more timely access of our existing products.
Our approach has been extremely successful at pre-empting a number of ratings actions by major sell side firms. In case this escaped anyone’s attention, last week we laid this out in excruciatingly manic detail in "Goldman Sachs and Nostradamus versus Simple Quantitative Models and Common Sense." We are looking forward to continuing the tradition. Focus List — Weekly Long Ideas Disappoint
The long focus list as of March 12 started out well enough, but ended the week with a dismal decline on average of 0.84%. This compares to a an increase of 0.86% in the S&P 500. The one positive stock, Bank of Montreal (BMO) was unable to offset declines in Macy’s, Inc. (M), Ultrapar Holdings Inc. (UGP) and flat performance from Dick’s Sporting Goods Inc. (DKS). As we had suspected, DKS fulfilled its destiny by outperforming M.
