Dendreon’s Woes Mask The Exciting Opportunities In Immunotherapy Companies

By Brian Nichols:

Dendreon (DNDN) announced full-year and fourth quarter results before the market opened on Monday, and it hasn’t been pretty ever since. The stock is trading with a three day loss of more than 25%, after a 20% loss on Monday. And although I anticipate a recovery from the 25% loss over the next several weeks, the reaction is still less than optimistic for immunotherapy believers such as myself. Therefore, with Dendreon shares being pushed lower for the second time in less than a year, the question is how investors should play the stock, and the industry as a whole?

Dendreon’s earning results had obvious strengths but were mostly filled with disappointments. The company did post a fourth quarter profit of $38.1 million but posted a full-year loss of $337.8 million. The company posted Q4 revenue of $77 million, but it was still short of what investors had expected. And the


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Nokia: The Market Is Missing The Point

By Sacha May:

Introduction
You might remember my previous article on Microsoft’s (MSFT) Windows Phone and Nokia (NOK), and if you don’t I recommend reading it here. A lot has happened since I wrote that article, so I think it is a good time for an update. At the time of writing my article, Nokia’s stock price was at $5.21. In 2012 it saw a huge rally, but since the MWC (Mobile World Congress), it has regressed strongly, and is only up to $5.29 as a result. This regression presents a very enticing buying opportunity, as the reasons for the recent dip are simply wrong.

Why Investors Bailed After MWC
First of all it is important to understand why Nokia was hit so hard after the MWC. For that purpose, let’s put ourselves in those investors’ shoes.
A couple days before MWC, Nokia CEO Stephen Elop announced that “significant industry news” would be


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United States Steel: Undervalued At Current Levels

alex shadunskyBy Alex Shadunsky:

United States Steel (X) is one of the handful of steel stocks that still hasn’t come close to getting back to its pre-credit crises price levels. Taking a look back, X hit a high of over $180 a share in mid-2008 before falling below $20 a share in early 2009. The highest it has been since then is just over $60 a share and now it is down in the $27 level. The steel market is still not on solid footing despite the economic conditions slowly getting better. However, the steel market should continue to improve as conditions improve.

The stock here offers a good opportunity, especially on a risk/reward basis. The valuation metrics in unison all suggest that the stock is undervalued here. If the steel market gets going, the stock has the potential to really take off. Last decade, the stock posted over an 18x rise from its


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Basic Energy Services Poised To Move Higher After 40% Pullback

By Bret Jensen:

I continue to look for stocks that have not participated in the rally over the last six months in order to spot firms with solid fundamentals, but that are currently unloved by investors. One stock that is down more than forty percent from its highs over the summer, but looks like a long term winner for patient investors, is Basic Energy Services (BAS). The company recently had a disappointing earnings report which has kept it from participating in the market’s rise. However, I think over the coming quarters it will see improving results and investor sentiment.

“Basic Energy Services, Inc. provides various well site services to oil and natural gas drilling and producing companies in the United States. Its Completion and Remedial Services segment provides pressure pumping services, such as cementing, acidizing, fracturing, coiled tubing, nitrogen, and pressure testing; rental and fishing tools; coiled tubing; snubbing services; thru-tubing; cased-hole wireline


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Sirius XM Smashing Its Way To $2.35

By Stephen Faulkner:here,
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Research and Markets: Tajikistan – Telecoms, Mobile and Internet – 2012 – Market Still Growing by 20% a Year Despite Global Financial Crisis

Research and Markets has announced the addition of the “Tajikistan – Telecoms, Mobile and Internet” report to their offering.

Diverse Offerings Give American Express An Edge

By Stock Croc:

American Express Company (AXP) is presently in a well-established upward trend that has taken it from around $42 per share a year ago to its 52 week high of $54.17 per share. However, the stock did hit a 52 week low of $41.30 in October of 2011 due to global economic concerns. In addition to this overall positive trend, the company also pays out a dividend of $.72 on an annual basis. This brings in a dividend yield of about 1.4% at the stock’s current price, and the dividend is paid out on a consistent basis. The payout ratio is currently 17%, which is much higher than the company’s two closest competitors, with Discover Financial Services’ (DFS) payout ratio of 5% and Mastercard Incorporated’s (MA) payout ratio of only 4%. This does not leave American Express Company with much room to raise the dividend by comparison. Yet, there are many


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Lpath Dip May Be Simply A Buying Opportunity

By VFC:

Armed with a high profile licensing deal involving Pfizer (PFE), Lpath, Inc. (LPTN.OB) and its share price were gaining momentum late last year and into the early stages of 2012 before a temporary halt in the company’s iSONEP trial was announced in January, an event that sent shares back to the sub-one dollar mark.

Lpath has made a name for itself by becoming the recognized leader in the field of lipid-based therapeutics and, with the development of the ImmuneY2 platform, is still the only company that has successffully taken the technology this far in clinical development.

ImmuneY2 contains the ability to generate therapeutic antibodies that bind to and inhibit bioactive lipids that contribute to the spreading and growth of various diseases and


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ABB Group Delivers Stable Returns Without The High Price Tag

By Stock Croc:

Quite often, investors look for stocks that represent the hottest, newest trend in financial success. We all know that Apple is improving all the time because of their innovative successes and unique hold on the consumer mind. But that consistency we love comes at a price when we look at hot stock like Apple (AAPL) or Google (GOOG). We are going to look at a company which has defined the word ‘consistency’ for over a century:

ABB Group (ABB) focuses on innovation to ensure they are always ahead of their competitors. If you look at recent news stories, you’ll see that ABB is using the words “sustainable” and “renewable,” as well as popular phrases like “helping avoid annual emissions”. In a nutshell, ABB is a company that improves the efficiency of power companies, grids, and transfer through innovative engineering. Do you have goose bumps yet? Not only are they focused


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Solazyme’s Oils Rise To The Top With $3.1 Trillion Market Potential

By Kevin Quon:

The following was quoted from Solazyme’s (SZYM) Q4 2011 Earnings Conference Call:

Our platform technology enables the production of triglyceride oils, a class that represents all non-petroleum oils on the planet. From a scale perspective, triglyceride oils including plant oils and animal fats represent over a billion barrels of oil per year at costs far above petroleum. Our technology allows us to mimic and enhance versions of existing triglyceride oils… These oils can replace or supplement traditional petroleum, animal fat, or vegetable oils leading to a market opportunity in excess of $3.1 trillion…

– Jonathan Wolfson, CEO of Solazyme


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Summary Box: Wall Street bonuses to drop 14 pct

BIG DROP: New York state Comptroller Thomas DiNapoli said Wall Street cash bonuses for 2011 are expected to drop 14 percent and profits are expected to drop by half for the second year in a row.

Staples Is A Buy

By Saj Karsan:

Yesterday, office products distributor Staples (SPLS) fell by as much as 10% after the company reported its latest quarterly numbers. As a result, Staples now trades with a P/E of around 10 despite recessionary margins (that temporarily lower the “E” in P/E) and an operating history that suggests this company has a strong moat. For long-term investors, Staples may represent a very attractive buying opportunity at its current price, as it is likely to continue to generate strong free cash flow for years to come.

Staples has annual sales of $25 billion, dwarfing those of its closest competitors, Office Depot (ODP) ($11 billion) and OfficeMax (OMX) ($7 billion). This disparity likely provides Staples with economies of scale that allow it to achieve lower per-unit costs and therefore higher per-unit profits than its competitors, as borne out by the following chart illustrating the margins of these three companies:

Scale is likely


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Research and Markets: Mechanical Stress on the Nanoscale: Simulation, Material Systems and Characterization Techniques

Research and Markets has announced the addition of John Wiley and Sons Ltd’s new book “Mechanical Stress on the Nanoscale: Simulation, Material Systems and Characterization Techniques” to their offering.

Cramer Drills Down on Lockheed Martin

How could this defense company’s stock rally despite big budget cuts at the Pentagon? Cramer has some answers.

Research and Markets: Greece Defence and Security Report Q1 2012

Research and Markets has announced the addition of the “Greece Defence and Security Report Q1 2012″ report to their offering.