View Full Version : What stocks are you watching?
Freakshow
09-06-06, 09:24 AM
I'm neck deep in a bio tech called Encysive Pharmaceuticals...ENCY...I'm in as high as 9 and as low as 3.70....they are currently @ 4.5. They are working on a drug that was expected to have been approved by the FDA about 6 months ago...there was 1 issue that wasn't released. Then it didn't pass muster again...still 1 LITTLE thing. It DID recently receive European approval.
Funny thing...MYOG is making a competing drug...they lose more money...are at LEAST 6 months behind...and are trading in the 30's. Their market cap is almost 6 times the market cap of ENCY.
I'm still banking on this one to go to double digits within 12 months. This is my "swing for the fence" stock.
Healthsouth
yes...I do own it...
I'm neck deep in a bio tech called Encysive Pharmaceuticals...ENCY...I'm in as high as 9 and as low as 3.70....they are currently @ 4.5. They are working on a drug that was expected to have been approved by the FDA about 6 months ago...there was 1 issue that wasn't released. Then it didn't pass muster again...still 1 LITTLE thing. It DID recently receive European approval.
Funny thing...MYOG is making a competing drug...they lose more money...are at LEAST 6 months behind...and are trading in the 30's. Their market cap is almost 6 times the market cap of ENCY.
I'm still banking on this one to go to double digits within 12 months. This is my "swing for the fence" stock.
Only $16 million in revenues.. company has never earned a penny, has $96 million Net Loss as of 6/06, $130 million long term debt and Deficit Net Worth of $64 million..
Looks like they are going to have to come up with additional capital or seek some kind of merger.
Technicals look bullish right now, and I hope this works out for you, but I never buy a stock that doesn't have good fundamentals.
slydevl
09-06-06, 10:28 AM
Angie would make a better moderator than Freakshow :twocents:
Freakshow
09-06-06, 11:14 AM
Only $16 million in revenues.. company has never earned a penny, has $96 million Net Loss as of 6/06, $130 million long term debt and Deficit Net Worth of $64 million..
Looks like they are going to have to come up with additional capital or seek some kind of merger.
Technicals look bullish right now, and I hope this works out for you, but I never buy a stock that doesn't have good fundamentals.
It's a biotech. Geez. You don't buy these for current revenue or earnings. YOu buy for potential. Thus the cheap price.
Look at MYOG...their competitor...you need to look at other biotechs. Can't compare them to a blue chip stock.
If they get FDA approval...and I think they will...this drug has potential for 250 to 400 million in revenues. They JUST got approved in Europe. There are other drugs in the pipe.
Freakshow
09-06-06, 11:17 AM
Angie would make a better moderator than Freakshow :twocents:
Stick with insulting people on the political and religion boards...:twocents:
hasbeen99
09-06-06, 11:51 AM
I've been watching Wal-Mart since I inherited some shares from my mother. It seems to be pretty stable, fluctuating between $43 and $49 a share over the past year.
Redsnapper
09-06-06, 02:11 PM
Angie would make a better moderator than Freakshow :twocents:
and you'd make a better woman than Angie. Dookie!
slydevl
09-06-06, 02:19 PM
and you'd make a better woman than Angie. Dookie!
You've been picturing me as a woman? Fucking homo.
I know where Freak works :twocents:
Freakshow
09-06-06, 02:23 PM
You've been picturing me as a woman? Fucking homo.
I know where Freak works :twocents:
Please no homo accusations. Don't want to hear RS talk about construction cones all afternoon. :lalala:
I would be leery of any stock with fundamentals that bad. Too much risk for my taste.
Freakshow
09-06-06, 04:33 PM
Not for the faint of heart...that's for sure. Basically they have 1 drug that brings in 15 mill or so in revenue. The rest is being pumped into R&D. They've also spent a ton on hiring a global sales force. This is really a swing for the fence. Mangagement all have good track records and their drug will be best in class. They received an "approvable" letter from the FDA. Means there are a few issues to clear up before they give the "approved" stamp.
I'm looking to unload half in the 12-14 range. 25% if it hits 18. Hold the other 25% for long term.
I've been cooked before on some of my homeruns...but I'm way up over all.
Oh, and this is only a portion of what I'm investing!
I took a flyer on $500 worth of stock in a tech company a few years ago. It was trading at about $1 per share but it had been at $14 less than a year prior. I had a hot tip that they were about to release the best quarterly report they had gotten in a long time. What they did get was a going concern opinion from their auditors and the stock dropped to 25 cents per share.
Lucent Tech, Duke Energy and Piedmont Natural Gas.
I'm hoping this Alcatel deal will push Lucent Stock back up a good bit, or at least whatever stock we get out of the merger.
I'm neck deep in a bio tech called Encysive Pharmaceuticals...ENCY...I'm in as high as 9 and as low as 3.70....they are currently @ 4.5. They are working on a drug that was expected to have been approved by the FDA about 6 months ago...there was 1 issue that wasn't released. Then it didn't pass muster again...still 1 LITTLE thing. It DID recently receive European approval.
Funny thing...MYOG is making a competing drug...they lose more money...are at LEAST 6 months behind...and are trading in the 30's. Their market cap is almost 6 times the market cap of ENCY.
I'm still banking on this one to go to double digits within 12 months. This is my "swing for the fence" stock.
Freak,
Looks like you got a positive spike in trading activity last week.
An SEC 8K Fair Disclosure filing on 9/11/06 in conjunction with a presentation made to Think Equity Partners evidently triggered quite a bit of buying activity on the 15th..volume went above 4 million when Argus issued a Buy rating same day..Do you know what info was disclosed? Activity today is similar..looks like this one is bouncing around quite a bit today.
Freakshow
09-18-06, 03:47 PM
Nothing NEW is out. The CEO had a conference call last week...nothing big. Basically said there is 1 issue out there with the FDA. Feels it can be handled WITHOUT further clinical trials.
I hope for the FDA approval within 60 days...maybe 30...
Look at MYOG. Worse fundamentally...their new drug is a competitor for ENCY's. Funny thing....MYOG is AT LEAST 6 months behind. Only thing they have is a silver tongued CEO. Look at their value....:confused:
Nothing NEW is out. The CEO had a conference call last week...nothing big. Basically said there is 1 issue out there with the FDA. Feels it can be handled WITHOUT further clinical trials.
I hope for the FDA approval within 60 days...maybe 30...
Look at MYOG. Worse fundamentally...their new drug is a competitor for ENCY's. Funny thing....MYOG is AT LEAST 6 months behind. Only thing they have is a silver tongued CEO. Look at their value....:confused:
Freak,
Took a look at MYOG
The main difference is that it has no long term debt-0 debt, and $149 mil in equity, has a really good liquid position with $170 mil in working capital.
ENCY has $130 mil in Long term debt, ($64 mil) negative equity and less than $46 mill in working capital.
ENCY is burning cash and will soon have to seek additional financing or secondary offering. MYOG has a year or more to go before it needs additional financing ..and won't have too much trouble getting it since they have no debt.
On the positives for ENCY..at least they have a little inventory..MYOG has none..I didn't go to their website..don't know where they stand with their products.
However,ENCY has 17 million more outstanding shrs than MYOG it will take much longer for it to achieve profits per share.
Freakshow
09-20-06, 05:07 PM
True on the debt...and shares. They still are reliant on 1 drug...and they've sold away quite a bit of the distribution rights in order to raise cash for NOW. ENCY gambled and hired a sales staff of it's own.
Right NOW MYOG is better off financially. ENCY is set up to a. Have their drug to market MUCH sooner b. Reap 100% of the benefits
RIGHT NOW ENCY is worth 266 Million....MYOG 1.4 Billion. Way too far apart. Especially since both are relying on the 1 BIG drug....with ENCY WAY ahead in the race.
They are already approved in Europe. MYOG hasn't finished clinical trials.
It's a swing at the fence for sure. I haven't lost any confidence in it.
I think some institutional investors agree with you..it is 61% owned by them..and someone bought a large amount after the presentation last week...that 8k filing was a fair disclosure filing and the volume soared within next day or so..just pointing out why the valuation between the two stocks was so different...hope it works out for you.
All my stuff is in retirement mutual funds. I watch the day to day market just for kicks.
MSFT - $27.18 today!
If that baby hits $30, I'll be swinging from the trees.
If it hits $70, I'll buy the whiniest bastard in this place a new car, right before I catch my flight to the islands...
slydevl
09-21-06, 09:36 AM
I'll buy the whiniest bastard in this place
Sweet! I have to be in the running for that.
MSFT - $27.18 today!
If that baby hits $30, I'll be swinging from the trees.
If it hits $70, I'll buy the whiniest bastard in this place a new car, right before I catch my flight to the islands...
do not take financial advice from this guy.....
he lives in an army tent behind blackhawk hardware, drives a shopping cart from the Harris Teeter and has a fake library card that allows him to log on the library computer for 1 hour a week inorder to update his unemployment statis with the NCESC.
sorry bootay....didn't want to see anyone else get hurt with your free stock advice.
chipshot
09-21-06, 01:41 PM
What stocks are you watching?
beef & chicken, the beef is almost ready
vpkozel
09-21-06, 01:45 PM
If it hits $70, I'll buy the whiniest bastard in this place a new car,
I thought he just bought a mini van
do not take financial advice from this guy.....
he lives in an army tent behind blackhawk hardware, drives a shopping cart from the Harris Teeter and has a fake library card that allows him to log on the library computer for 1 hour a week inorder to update his unemployment statis with the NCESC.
sorry bootay....didn't want to see anyone else get hurt with your free stock advice.
I moved into the Van...going UPSCALE, BABY! I park it down by the greenway...you know, near the river.
I moved into the Van...going UPSCALE, BABY! I park it down by the greenway...you know, near the river.
YUMMY!
catfish and crawdads on the menu now!
on a side note...does anyone else find it amusing that the greenway has a stream that carries human fecies from West Charlotte all the way through Myers Park and back down to South Charlotte.....you would think all the fecies would travel West instead of South East.....guess its the West Charlotte/City planning democrats way of getting over on all those Myers Park republicans:gaga:
on a side note...does anyone else find it amusing that the greenway has a stream that carries human fecies from West Charlotte all the way through Myers Park and back down to South Charlotte.....you would think all the fecies would travel West instead of South East.....guess its the West Charlotte/City planning democrats way of getting over on all those Myers Park republicans:gaga:
We all pay other people to take care of the lawn, this is just an extension of that - now they fertilize it, and for FREE! Who's laughing NOW, BEEEYATCH!
[quote=Freakshow;1656572]I'm neck deep in a bio tech called Encysive Pharmaceuticals...ENCY...I'm in as high as 9 and as low as 3.70....they are currently @ 4.5. They are working on a drug that was expected to have been approved by the FDA about 6 months ago...there was 1 issue that wasn't released. Then it didn't pass muster again...still 1 LITTLE thing. It DID recently receive European approval.
Freak,
Does your purchase fit into the timeframe of the class action suits that have recently been filed?
meatpile
10-12-06, 12:23 PM
I never really read this thread.
I've owned AES for years, grabbed it at about 4.
Had it in the 1990's from 16 to about 60. sold it and bought at about 4, it went down to .92 before recovering. Got lumped in with Enron.
I never really read this thread.
I've owned AES for years, grabbed it at about 4.
Had it in the 1990's from 16 to about 60. sold it and bought at about 4, it went down to .92 before recovering. Got lumped in with Enron.
Hope you're still in it..it's trading around $21.00 today.
meatpile
10-12-06, 01:41 PM
Yep.
twentybelow0
10-12-06, 03:08 PM
BA - Boeing
WAB - Westinghouse Air Brake
SFD - Smithfield Foods
NAFC - Nash/Finch (only because I work there)
Recently sold RACK wish I hadn't. Oh well.
NEM, HD, SHLD
I would short PCLN
Hope everybody made a bundle today...not me I'm still sitting in money mkt waiting for a downturn...looks like this mkt is going to keep on going up though..
I did put some money into EBAY ..hope it keeps moving up until they announce earnings on the 18th.
NEM, HD, SHLD
I would short PCLN
With gas coming down shouldn't there be more airline travel?
Did you get in early on Newmont ..It's really taken a hit since in past month or so.
Freakshow
10-12-06, 06:12 PM
Yeah...I could participate in the class action...but why? To get a few pennies? Most likely nothing will happen. The FDA needed further info...and the stock dumped. Their competitor (MYOG) that hasn't even submitted to the FDA just got bought out by Gilead Sciences...MYOG is now in the 50's.
HighPoint49er
10-12-06, 07:11 PM
Hope everybody made a bundle today...
BBT dropped .03 today but my T Rowe Price mutual jumped .71 (1.28%).
BBT dropped .03 today but my T Rowe Price mutual jumped .71 (1.28%).
HP, that stock hadn't done much in years.
rotocub
10-12-06, 11:22 PM
GLW (Corning) - bought at $1.98 a few years back :wohoo: ....Wish I'da bought a lot more :mad:
Also have CWTR (Coldwater Creek) and NFLX (Netflix)
Freakshow
10-13-06, 09:15 AM
HP, that stock hadn't done much in years.
I also own some XRX. That thing hasn't done shit. I've almost sold out a dozen or so times. Once I find another "winner" I'm gonna make the switch.
Oh and Corning...damn. My good friend bought a TON of that a few years back and couldn't convince me to do the same. DOH! :mad:
Freakshow
10-13-06, 12:19 PM
Oh...and ENCY is up 9% right now. 12:30 and it's already traded over it's average volume...
Freakshow
10-13-06, 01:37 PM
Now up 11.5%....:notworthy
Now up 11.5%....:notworthy
Azimuth?? whoever they are - has faith in it--entering a $75 mil stock purchase agt -at a discount- also being offered additional options...knew they had to get more funding from somewhere.
DOW-Dow Chemical-earnings announcement on the 26th. Lower energy costs might boost earnings.
Trading at $39.69
P/E 9.36
52wk high $47.21
52wk low $33.00
Yield 3.78%
twentybelow0
10-25-06, 06:31 PM
BA - Boeing
WAB - Westinghouse Air Brake
WAB up 3.45 today:)
BA down 2.73 :(
meatpile
10-25-06, 07:42 PM
DOW-Dow Chemical-earnings announcement on the 26th. Lower energy costs might boost earnings.
Trading at $39.69
P/E 9.36
52wk high $47.21
52wk low $33.00
Yield 3.78%
Coming tomorrow....
BRK.A I got a couple shares and it's doing pretty good.
BRK.A I got a couple shares and it's doing pretty good.
sureeeeeeeee :thud:
HLS formerly HLSH is heading back to the NYSE in a 5 for 1 reverse split.
Let's see how it does...
Freakshow
10-26-06, 09:51 AM
HLS formerly HLSH is heading back to the NYSE in a 5 for 1 reverse split.
Let's see how it does...
Reverse splits are the kiss of death...
twentybelow0
10-26-06, 03:18 PM
Reverse splits are the kiss of death...I learned that the hard way.:(
Franchise
10-26-06, 03:23 PM
ZZ Sealy
TPX Tempurpedic
SCSS Select Comfort
MFRM - Mattress Firm (starts next year)
twentybelow0
11-06-06, 05:02 PM
Mastercard - bought last Thursday at $85.
Garmin - bought it also on Thursday after it dropped.
When does Visa's IPO come out?
Freakshow
11-06-06, 07:16 PM
No idea. I stay away from IPO's like the plague....unless you are getting the IPO price!
Big Russ
11-06-06, 11:10 PM
i don't know how all the analysts covering MA missed their earnings estimates so badly to the downside. Quite the move up.
Note sure when visa ipo's. MA made a great move IPO day. Visa will really benefit from ma's performance. I have to imagine itill price in somewhere 60-70 and start trading 80's. I tend to stay away from ipo's, especially at that level, but im pretty sure i'll be in on visas.
Freakshow
11-07-06, 10:20 AM
ENCY...just started selling their drug in the UK...will get the FINAL from FDA within 30 days...SHOULD be approved. :lach:
MSFT - Vista and office 2007 just RTM'd, should be fun to see how the market reacts in the next month.
RIO - brazilian/canadian steel company
CELG - biogenetics company, cancer and other debilitating disease research with some drugs on the market already, including Ritalin.
twentybelow0
11-15-06, 07:41 PM
Waiting on KBR and NMX. Anyone else checking them out?
twentybelow0
01-24-07, 03:59 PM
Mastercard :notworthy:
$111.42 today :)
MSFT - Vista and office 2007 just RTM'd, should be fun to see how the market reacts in the next month.
RIO - brazilian/canadian steel company
CELG - biogenetics company, cancer and other debilitating disease research with some drugs on the market already, including Ritalin.
MSFT - up 10%, and that's missing the +1 in after hours trading today...
RIO - up 30%
CELG - up 20%
Sold out of RIO and CELG, taking profits, MSFT is about to do a minor spike with exceeding expectations results today and 3Q looking good.
Watched a lot of them fall yesterday.
kickazzz2000
02-10-07, 02:34 PM
PAH Drugs - Ambrisentan vs. Thelin
Ambrisentan and Thelin are two newly developed PAH drugs that are currently awaiting FDA approval. Initially, it appeared that Ambrisentan would be approved roughly one to two years after Thelin because the latter's clinical trials began earlier. However, the FDA posed additional questions regarding the safety and efficacy of Thelin to the drug's manufacturer, Encysive Pharmaceuticals Inc., delaying its approval. As a result of this delay, Ambrisentan could potentially be released to consumers prior to Thelin, gaining a stranglehold on the market share that was assumed to be reserved for Encysive's endothelin receptor antagonist.
Regardless of which drug receives FDA approval first, both are expected to provide beneficial results in the ongoing treatment of pulmonary arterial hypertension.
Last Revision: December 11, 2006
http://www.mediafact.com/pph/ambrisentan.php
Freakshow
02-10-07, 02:45 PM
That's why ENCY tanked into the 3's...I bought more.
VERY risky...but I think it's an EASY double...and I'm holding for 18+.
It's already approved and being prescribed in Europe. Competitor's drug? Nope.
twentybelow0
02-11-07, 06:34 PM
Damn profit taking a-holes killed MA, but HAL is liking this cold snap.
slydevl
06-18-07, 10:39 AM
I'm neck deep in a bio tech called Encysive Pharmaceuticals...ENCY...I'm in as high as 9 and as low as 3.70....they are currently @ 4.5. They are working on a drug that was expected to have been approved by the FDA about 6 months ago...there was 1 issue that wasn't released. Then it didn't pass muster again...still 1 LITTLE thing. It DID recently receive European approval.
Funny thing...MYOG is making a competing drug...they lose more money...are at LEAST 6 months behind...and are trading in the 30's. Their market cap is almost 6 times the market cap of ENCY.
I'm still banking on this one to go to double digits within 12 months. This is my "swing for the fence" stock.
ooops
http://money.cnn.com/2007/06/18/news/companies/encysive/index.htm?postversion=2007061810
Freakshow
06-18-07, 11:17 AM
Saw that...I sold out of a bunch of it beforehand, but still own some. The CEO seemed to be keeping shareholders in the dark as to what the FDA was asking for. That made me lose confidence in the company. He should be fired, tortured, and killed IMO.
twentybelow0
06-19-07, 04:24 AM
Mastercard $164:hurray: :hurray: :hurray:
Freakshow
06-19-07, 09:25 AM
Bailed on NFI. I was in in the low 7's. Closed @ 9.80 yesterday. May still have several more dollars of upside, but I'm taking profits and looking for a new play.
twentybelow0
07-13-07, 04:01 AM
All Hail Mastercard!!!!!:hurray:
tharan000
07-19-07, 12:19 AM
emerging markets, SE Asia, and energy service
tharan000
07-19-07, 12:37 AM
Value = (FCF)/((WACC)-g)
FCF=NOPLAT - Net Investment
=NOPLAT-(NOPLAT x IR)
FCF=NOPLAT x (1-1R)
g=ROIC x IR
IR=g/ROIC
FCF=NOPLAT x (1- (g/ROIC))
Value=(NOPLAT(1-(g/ROIC))/(WACC-g)
FCF="Free Cash Flow"
NOPLAT="Net Operating Profits Less Adjusted Taxes"
ROIC="Return On Invested Capital"
IR="Investment Rate" (IR=Net Investment/NOPLAT)
WACC="Weighted Average Cost of Capital"
g= growth
Discounted cash flows equals the present value of economic profit
http://finance.google.com/finance?client=ig&q=FSEAX
YTD return 28.76% 5yr Annualized Return 27.86% Best 3month return 47.08% Worst 3month return -39.06% Trailing total returns 1 day -0.83% 1 week 1.17% 4 week 7.07% 3 month 24.62% YTD 38.22% 1 year 82.31% 3 year annualized 46.46% 5 year annualized 28.85%
And I want to know why Collin is such a pussy.
...a pussy cat. A roaring feline.
meatpile
07-19-07, 12:44 PM
How long have you held FSEAX?
tharan000
07-21-07, 12:13 PM
A couple of years now. YTD 28.7%.
*edit*
Had a 3-month return recently of 49%. And this is without Vietnam, the real tiger of the region. Vietnam is scheduled to join WTO soon, will revalue their market, and then enter the fray some time next year.
tharan000
07-21-07, 12:21 PM
I give Google a buy as well. They recently countered the telecoms for open source distribution of the government airwaves by ponying up $4.6b as incentive. The telecom argument has been that opening up the airwaves to free flow of information would lessen the intake of government funds. GOOG destroyed that position with their capital offering. They will be in the lead for a large chunk of the digital spectrum including wireless devices and home service along with really free and open competition for services and applications. The cable/telecom monopoly's death knell has been a long time coming.
I watched a whole butt load of 'em go down yesterday.
I watched a whole butt load of 'em go down yesterday.
Ditto.
twentybelow0
07-30-07, 07:05 PM
MA MA MA Up 10+ earnings come out Wed.
twentybelow0
08-04-07, 08:01 AM
Timing. It's all about timing. Mine is off bad. :frusty:
Sold late, sold short late, covered too soon.
Timing. It's all about timing. Mine is off bad. :frusty:
Sold late, sold short late, covered too soon.
It's all about NOT timing for me. In it for the long haul, but to each his own.
tharan000
08-07-07, 11:31 PM
I agree with VA49er, stocks are not about quick flips without insider info. That is gambling, and you should put that money on sports. The margins are higher.
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