The big news in biotech this week has been the purchase of Onyx Pharmaceuticals (ONXX) by Amgen (AMGN). Amgen popped 7.8% after the purchase was announced, in part for the cheap(er) price it paid, but also for the drugs that would be added to its pipeline.
ReutersNow Societe Generale considers the impact of biologic drugs on the stock prices of pharmaceutical companies. Analyst Stephen McGarry writes:
We have previously argued that there is likely to be limited genericisation of complex biologics due to difficult ies in their manufacture and the upfront at-risk capex, among other things, and we repeat those arguments in this report. If this thesis is borne out over the long term, then pharmaceutical companies whose R&D pipelines contain large numbers of difficult-to-copy biologics should be rewarded with higher valuations, since revenues and profits should be more sustainable for those drugs in development that do reach commercialisation. Further, if pharma companies continue to expand the biologics component of their R&D pipelines, they should deserve even higher valuations.
Top 10 Companies To Watch For 2015: Silicon Laboratories Inc.(SLAB)
Silicon Laboratories Inc., a fabless semiconductor company, designs, develops, and markets analog-intensive and mixed-signal integrated circuits (ICs). The company offers broad-based products, which include microcontrollers, clocks and oscillators, wireless transceivers, digital isolators and related products, and human interface sensors and controllers; broadcast products comprising radio receivers and transmitters, and video tuners and demodulators; and access products consisting of embedded modems, subscriber line interface circuits, Voice over IP (VoIP) products, and power over Ethernet devices, as well as DSL analog front end ICs and IRDA devices. It provides ICs for use in various electronic applications, such as portable devices, AM/FM radios, and other consumer electronics, as well as networking, test and measurement, industrial monitoring and control, and customer premises equipment. The company markets its products through direct sales force, and through a networ k of independent sales representatives and distributors in the United States, Taiwan, China, South Korea, Japan, and internationally. Silicon Laboratories Inc. was founded in 1996 and is headquartered in Austin, Texas.
Advisors' Opinion:- [By Rich Smith]
Austin, Texas-based Silicon Laboratories (NASDAQ: SLAB ) , which chose a new chief financial officer last month, has now found him a bit of extra work to do.
Hot Long Term Stocks To Buy Right Now: Carter's Inc.(CRI)
Carter's, Inc., together with its subsidiaries, designs, sources, and markets branded children?s wear. The company provides products under the Carter?s, Child of Mine, Just One You, Precious Firsts, OshKosh, and related brand names. Its Carter?s brand baby products include bodysuits, pants, undershirts, towels, washcloths, receiving blankets, layette gowns, bibs, caps, and booties; playclothes products consist of knit and woven cotton apparel; sleepwear products comprise pajamas and blanket sleepers; and other products consist of bedding, outerwear, swimwear, shoes, socks, diaper bags, gift sets, toys, and hair accessories. The company also provides playclothes products, including denim apparel products, overalls, woven bottoms, knit tops, and playclothes products for sizes newborn to 12 under the OshKosh brand. In addition, it offers baby, sleepwear, outerwear, shoes, hosiery, and accessories under the OshKosh brand. The company sells its products in department stores, national chains, and specialty retailers, as well as through its Carter?s and OshKosh retail stores; and online at carters.com and oshkoshbgosh.com. As of December 31, 2011, it operated 359 Carter?s and 170 OshKosh outlet and brand retail stores in the United States; and 65 retail stores in Canada. The company was founded in 1865 and is headquartered in Atlanta, Georgia.
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 Carter's (NYSE: CRI ) , whose recent revenue and earnings are plotted below. - [By AnnaLisa Kraft]
Carter's (NYSE: CRI ) , the branded marketer of baby and children's wear, is facing the headwinds of declining birthrates in the US and Canada. In the US, the crude birth rate (births per 1,000 people) has declined to levels not seen since the Great Depression: down 7% plus since 2007.Worldwide, the crude birth rate is expected to decline from the early 1950's 37.2 births to 13.4.
Hot Long Term Stocks To Buy Right Now: Giant Interactive Group Inc (GA)
Giant Interactive Group Inc. (Giant Interactive), incorporated on July 26, 2006, is an online game developer and operator in China. The Company focuses on massively multiplayer online role playing games (MMORPG) that are played through networked game servers, in which a number of players are able to simultaneously connect and interact. The Company operates 11 online games, among which nine are self-developed, including the five games in the Zheng Tu (ZT) Online Series. As of December 31, 2010, its game development team consisted of 934 members, which includes product development and enhancement teams for each of its MMORPG and multiplayer online (MMO) games.
In January 2010, the Company acquired China operation licenses for Elsword and Allods Online, two three dimensional (3D) MMORPGs. In November 2010, the Company acquired Julun Network. On December 6, 2010, Zhengtu Information, Giant Network and Shanghai Juyan Network Technology jointly established Beijing Huayi Juren Information Technology Co., Ltd with 51%, 34% and 15% interest, respectively. On December 31, 2010, Zhengtu Information sold its 51% interest in Huayi Juren Information to Huayi Brothers Media Corporation. In May 2010, the Company acquired Snow Wolf.
The Company has built nationwide distribution and marketing networks to sell and market its prepaid game cards and game points. As of December 31, 2010, its distribution network consisted of more than 130 non-exclusive regional distributors and reached over 96,000 retail outlets, including Internet cafes, software stores, supermarkets, bookstores, newspaper stands and convenience stores located throughout China. The Company also sells game points through its official game Website. The Company generates its revenues from licensing of its games to third party operators in other territories, including Hong Kong, Macau, Taiwan, Malaysia, Singapore, Vietnam, Russia and other Russian speaking territories. In addition, it has also licensed its ZT Online Green Edition to! Shenzhen Tencent Computer Systems Company Limited (Tencent), on a non-exclusive basis for operation of such game on Tencent�� QQ game platform in China.
ZT Online
ZT Online is a two-dimensional, online role-playing game set in ancient China, and was the first game that was wholly developed by its internal product development team. ZT Online players assume one of five different roles, including soldiers and magicians, in 10 different kingdoms. In order to play ZT Online, players must log into one of multiple shards, or independent copies of the game world. Players can only interact with other players in his or her respective shard at any given time, and its technology enables players to travel among the different shards. The Company has developed technology for use in ZT Online that allows up to 40,000 players to play together in a single shard at any given time. ZT Online is free of charge to play. Players may purchase physical or virtual prepaid game cards and game points on its game Website or from Internet cafes and other distribution points, which allow their characters to obtain gold coins, one of the currencies used in the ZT Online game. Players may also earn silver coins for their characters when they fulfill tasks or adventures in the game world.
The game has gold coin vouchers, which are offered both as a salary to players who meet certain requirements and as a reward in connection with certain of its promotions. Players may trade silver coins for gold coins, and vice-versa, inside the game. Neither gold coins, gold coin vouchers, nor silver coins may be used by players to purchase any items or services outside of the ZT Online game. ZT Online allows players to purchase a range of virtual items and services for their characters using their gold and/or silver coins. These include weapons, clothing, pets, ceremonies and rites, and others. Weapons may be repaired or replaced by purchases of certain in-game raw materials or by payment of additional gold or! silver c! oins. ZT Online offers a play experience, where players can choose to enter the game 24 hours a day, seven days a week. ZT Online can be accessed from any location with an Internet connection. It has licensed ZT Online to Lager Network for operation in Hong Kong, Macau, Taiwan, Malaysia and Singapore, licensed ZT Online to VinaGame for operation in Vietnam, and licensed ZT Online to Atrum Nival for operation in the Russia and other Russian speaking territories.
ZT Online PTP
ZT Online PTP is pay-to-play MMORPG game developed by the Company, and is based on the ZT Online free-to-play game. As in ZT Online, players assume one of five different roles in 10 different kingdoms. ZT Online PTP also requires players to log into one of multiple shards, while enabling players to travel between different shards. ZT Online PTP requires players to pay to play the game by purchasing physical or virtual prepaid game cards on its game Website or from Internet cafes and other distribution points. ZT Online PTP shares the same graphics and system requirements as ZT Online.
Giant Online
Giant Online is a military-themed MMORPG. Giant Online players may assume one of 14 different roles, such as detectives and spies. As with ZT Online, the game world in Giant Online is divided into a number of regions. Each player must guide his or her character to develop skills and cooperate with other players to fight against players from other regions. Players can equip their characters with a range of modern weaponry. Apart from waging war, characters can also engage in forms of in-game social interaction, such as friendship and even romance. Giant Online enables players, and groups of players, to purchase a range of virtual items and services. These virtual items and services include weapons, vehicles and pets. Giant Online is a 2.5 dimensional game, the background and items in the game are depicted three dimensionally, while the characters are depicted two dimensionally.
King of! Kings IIIK III is a three-dimensional online role-playing experience set in a European-style magical world. Players assume the roles of K III heroes as they explore across a virtual world of forests and medieval cities and castles. K III is the third episode of the King of Kings series of MMORPGs.
My Sweetie
My Sweetie is a 2.5D free-to-play casual MMO game, which allows players to create virtual characters, raise virtual pets on their personal computer desktops and go online to interact with other virtual pet-owners. My Sweetie is the game developed pursuant to its Win@Giant program.
XT Online is a 2.5D ancient Chinese martial arts MMORPG that was developed by Snow Wolf, a game development studio. XT Online enables users to practice different schools or styles of martial arts with the goal of becoming a master, while focusing on brotherhood and trust-building with other martial artists. The Golden Land is a free-to-play medieval strategy browser game, which was developed by Juhe Network, one of its 51% owned game development studios. ZT Online II is an internally-developed free-to-play 2D sequel to its game ZT Online. ZT Online II was developed by an internal studio that it is reorganizing into Jujia Network, one of its 51% owned game development studios.
Dragon Soul is an internally developed 3D ancient Chinese MMORPG developed by Chengdu Jufan Network Technology Co. Ltd. (Jufan Network) one of its 51% owned game development studios. Spirits of the Warriors is a free-to-play 3D MMORPG based on the Three Kingdoms period of ancient Chinese history.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading UP
Giant Interactive Group (NYSE: GA) shot up 11.97 percent to $11.34 after the company received a non-binding proposal to acquire the company for $11.75 per share. - [By Jake L'Ecuyer]
Equities Trading UP
Giant Interactive Group (NYSE: GA) shot up 12.29 percent to $11.36 after the company received a non-binding proposal to acquire the company for $11.75 per share. - [By Lauren Pollock]
Giant Interactive Group Inc.(GA) named three of its directors to a special committee intended to review a nonbinding proposal to take the online-game company private. Last week, investors including former chief executive Chairman Yuzhu Shi and Baring Private Equity Asia offered to acquire the stake they don’t already own for $11.75 a share.
- [By Rich Smith]
With their stock trading near a 52-week high, and up 61% from a year ago, a Giant Interactive Group (NYSE: GA ) insider is cashing out at the top.
Hot Long Term Stocks To Buy Right Now: TRW Automotive Holdings Corporation(TRW)
TRW Automotive Holdings Corp., together with its subsidiaries, designs, manufactures, and sells automotive systems, modules, and components for automotive original equipment manufacturers and related after-markets. It operates in four segments: Chassis Systems, Occupant Safety Systems, Electronics, and Automotive Components. The Chassis Systems segment offers product lines relating to steering gears and systems, foundation brakes, modules, brake controls, and linkage and suspension. The Occupant Safety Systems segment provides airbags, seat belts, steering wheels, and occupant restraint systems. The Electronics segment offers various products comprising safety electronics, radio frequency electronics, chassis electronics, powertrain electronics, and driver assist systems. The Automotive Components provides body controls, engine valves, and engineered fasteners and components. The company offers its products for passenger cars, light trucks, and commercial vehicles worldwid e. TRW Automotive Holdings Corp. was founded in 1904 and is based in Livonia, Michigan.
Advisors' Opinion:- [By Patricio Kehoe]
Automobile manufacturers have been performing well as of late, largely due to increasing sales pushed by a recovering U.S. economy and growing emerging markets. Auto parts suppliers, such as TRW Automotive Holdings Corp (TRW) and Johnson Controls Inc. (JCI), are bound to benefit largely from rising sales, and thus present themselves as interesting investment opportunities. However, due to their focus on different industry segments, and their current stock valuation, investing in only one of these companies makes sense.
Safety Sells - [By guruek]
TRW Automotive Holdings Corp (TRW): Director Neil P. Simpkins Sold 10,273,062 Shares
Director of TRW Automotive Holdings Corp (TRW) Neil P. Simpkins sold 10,273,062 shares on 08/05/2013 at an average price of $71.34.
Hot Long Term Stocks To Buy Right Now: Astronics Corporation(ATRO)
Astronics Corporation, through its subsidiaries, designs and manufactures products for the aerospace and defense industries worldwide. It operates in two segments, Aerospace and Test Systems. The Aerospace segment?s product lines include aircraft lighting, cabin electronics, airframe power, avionics databus products, and airfield lighting. This segment serves airframe manufacturers that build aircraft for the commercial, military, and general aviation markets; suppliers; and aircraft operators, such as airlines and branches of the U.S. Department of Defense, as well as the Federal Aviation Administration and airport operators. The Test Systems segment designs, develops, manufactures, and maintains communications and weapons test systems, and training and simulation devices for military applications. It sells its products primarily to the U.S. military, foreign militaries, and manufacturers of military communication systems. The company was founded in 1968 and is headquart ered in East Aurora, New York.
Advisors' Opinion:- [By Rich Smith]
Astronics Corp. (NASDAQ: ATRO ) is bulking up in aerospace.
On Tuesday, the manufacturer of high-performance lighting, electrical power, and automated test systems for the global aerospace and defense industries announced that it has agreed to buy fellow aerospace interior components maker PECO for approximately $136 million, cash. Privately owned PECO is a supplier to Boeing and a maker of fuel access doors and also "passenger service units" that incorporate air handling, emergency oxygen, electrical power management, and cabin lighting systems.�
- [By Victor Selva]
Having to deal with competitors such as Astronics Cp (ATRO) or B/E Aerospace Inc. (BEAV), and being able to maintain a competitive position in the market, shows ATS麓s ability for great evolution and profitable growth.
Hot Long Term Stocks To Buy Right Now: USA Mobility Inc.(USMO)
USA Mobility, Inc. provides wireless communications solutions to the healthcare, government, enterprise, and emergency response sectors in the United States. The company provides one-way and two-way messaging services. One-way messaging consists of numeric and alphanumeric messaging services. The numeric messaging services enable subscribers to receive messages that are composed entirely of numbers, such as a phone number. The alphanumeric messages may include numbers and letters which enable subscribers to receive text messages. Its two-way messaging services enable subscribers to send and receive messages to and from other wireless messaging devices, including pagers, personal digital assistants and personal computers. USA Mobility also offers voice mail, personalized greeting, message storage and retrieval, and equipment loss and/or maintenance protection to its one-way and two-way messaging subscribers. In addition, the company provides mobile voice and data services t hrough third party providers, which include BlackBerry devices and global positioning system location applications. Further, it offers machine to machine telemetry solutions for various applications that include asset tracking, utility meter reading, and other remote device monitoring applications. USA Mobility serves businesses, professionals, management personnel, medical personnel, field sales personnel and service forces, members of the construction industry and construction trades, real estate brokers and developers, sales and service organizations, specialty trade organizations, manufacturing organizations, and government agencies. The company is based in Springfield, Virginia.
Advisors' Opinion:- [By Sally Jones]
USA Mobility Inc. (USMO): ReducedUp 26% over 12 months, USA Mobility has a market cap of $307.81 million; its shares were traded at around $14.22 with a P/E ratio of 13.10. The dividend yield of USMO is 3.52%.
- [By Jake L'Ecuyer]
Among the sector stocks, 8x8 (NASDAQ: EGHT) was down more than 2.2 percent, while USA Mobility (NASDAQ: USMO) tumbled around 2.5 percent.
Top Headline
Tiffany & Co (NYSE: TIF) swung to a loss in the fourth quarter. Tiffany posted a quarterly loss of $103.6 million, or $0.81 per share, versus a year-ago profit of $179.6 million, or $1.42 per share. Excluding special items, it earned $1.47 per share. Its revenue climbed to $1.30 billion versus $1.24 billion. However, analysts were estimating earnings of $1.51 per share on revenue of $1.31 billion. For fiscal year 2014, Tiffany projects earnings of $4.05 to $4.15 per share, versus analysts' estimates of $4.27 per share.
Hot Long Term Stocks To Buy Right Now: Alcoa Inc.(AA)
Alcoa, Inc. engages in the production and management of primary aluminum, fabricated aluminum, and alumina. The company operates in four segments: Alumina, Primary Metals, Flat-Rolled Products, and Engineered Products and Solutions. The Alumina segment engages in mining of bauxite, which is then refined into alumina. The Primary Metals segment produces aluminum. The Flat-Rolled Products segment engages in the production and sale of aluminum plate, sheet, and foil. The Engineered Products and Solutions segment produces and sells titanium, aluminum, and super alloy investment castings, hard alloy extrusions, forgings and fasteners, aluminum wheels, integrated aluminum structural systems, and architectural extrusions. Its products are used in aircraft, automobiles, commercial transportation, packaging, building and construction, oil and gas, defense, consumer electronics, and industrial applications. The company holds interests in bauxite mining activities. The company has op erations primarily in the United States, Australia, Spain, Brazil, the Netherlands, Norway, France, the Russian Federation, Hungary, Italy, the United Kingdom, China, and Germany. Alcoa, Inc. was founded in 1888 and is based in New York, New York.
Advisors' Opinion:- [By Ben Levisohn]
Newmont Mining (NEM) fell 2.7% to $30.08, as gold fell 0.9% to $1322 an ounce. Blame that tapering speculation again. Alcoa (AA) fell 1.3% to $8.15–probably for the same reason–making it the Dow Jones Industrial’s biggest loser.
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