March 31, 2009

The Best Pipeline in Biotech

Zacks claims that Biogen has the "best pipeline in Biotech." They note that at a recent "R&D Day" the company showcased 7 programs that were in stage III trials.

They go on to speculate that big pharma companies would love to buy such a great pipeline. They give the stock a $62 price target.

The Fool has also tapped the stock as one of their official Stock Advisor picks.

March 25, 2009

Bullish on RockTenn Company

Zacks is bullish on RockTenn Company, a packaging materials company. From the article:

"RKT has surprised on earnings 2 out of the last 4 quarters.

It has a forward P/E of just 7.2 and its price-to-book is 1.59. The company has a solid 5-year return on equity (ROE) of 10.08%.

RKT also pays a dividend, with a current yield of 1.60%."

March 19, 2009

On Mindray Medical

The StockAdvisors have a small article on a couple of small cap Chinese stocks, one of which is Mindray Medical. From the article:

"During 2008 it launched 10 new products, and received 9 FDA approvals in the U.S. and foresees 7 - 9 more being introduced in 2009. Among these will be entries in two new product lines: surgical lights and beds.

"Mindray scored a 44% increase in EPS to $.32 on a non-GAAP basis and $0.28 on the GAAP basis equaling estimates and hitting its full year guidance spot on with non-GAAP EPS of $1.17. Revenues increased a whopping 84% in Q4, including a largely organic increase of 64% in China."

March 17, 2009

ATP Oil and Gas on the Radar

TheStreet.com has ATP Oil and Gas on its radar, since it is sporting a P/E of 1.3 and a forward P/E of 4.

A Multibagger in Zinc?

Seeking Alpha makes a good case why shares of Horsehead Holding Corp (ZINC) are severely undervalued. An article on TheStreet.com also has pegged the stock as being a potential multi-bagger over the next few years.

After doing some digging, I found that Horsehead has also been selected by the Fool as a Hidden Gems selection as of January 21.

While there is no such thing as a safe bet, I would seriously do more research into a company that three independent websites have tapped as a company that can provide huge gains over the long term.

March 13, 2009

There's Value in Waste

In this article, the Fool points out that shares of Waste Management are cheap. They also pay a decent dividend at just under 5%. The company has also been pegged as a MF Inside Value recommendation.

Keep an Eye on Insmed

The Stockmasters recommends that we keep an eye on Insmed a company that the FDA has given clearance to use their drug Iplex to treat people with ALS, or Lou Gehrig's Disease. If successful, this drug would be the only one of its kind that could currently be used to treat ALS.

$8 Price Target on Cytori

Zacks is bullish on Cytori and the company's Celution System. As a result, they have given the stock a $8.00 price target. I originally covered the company in June when Zack's ran a small piece on the Celution System and gave the company a $16 price target in 2012.

I would invest with caution here since the Celution System is in its early stages and this is a young company. However it is worth pointing out that Zacks has been bullish on this company for a while and this is not a ObamaStemCellBanJumpOnTheBandwagon pick.

March 3, 2009

Value in American Reprographics?

According to this article, American Reprographics is a MF Hidden Gems and Inside Value selection. Stop me if you've heard this story: shares are near a 52 week low after the company reported poor 4th quarter earnings.

March 2, 2009

Atheros Communications- HIdden Gem

As disclosed at the end of this article, Atheros Communications is a MF Hidden Gems selection. This company manufactures semiconductors, which is one of many industries that is not well loved by the market right now. As a result, shares are trading near a 52 week low.

The company reported 4th quarter results at the beginning of February, which included a $4.8 million loss as opposed to a profit a year ago. However, shares increased 6% that day to $12.90 a share since results were not as dire as some analysts were predicting. It appears that "slightly down" is the new up.

With shares near a 52 week low, this may be a good opportunity to get into shares, but be prepared to hold for several years at least.