投资快报 3

roberto

昨天再次证明$$N的方程式是对的
News out = shares down   

葉芬

回复  葉芬

    芬姐,被你言中了....
SUNNY仔 发表于 16-10-2010 12:48 AM

昨天再次证明$$N的方程式是对的
News out = shares down
roberto 发表于 16-10-2010 09:51 AM [/url]

cct2050

Dow 12000点可期

伯南克：美联储将推新宽松货币政策应对高失业  　2010-10-16

     美联储主席伯南克日前表示，由于目前美国面临着通胀率太低和失业率太高的局面，美联储将采取新一轮宽松的货币激励政策，以提振美国疲软的经济 。

     伯南克日前在波士顿联储银行会议上表示，目前美国经济增速低于理想情况，高失业率将影响经济复苏，而低通胀率意味着物价存在下滑风险，这对美国经济构成了严重威胁，因此需要采取进一步行动。他表示，美联储可能会增大购买资产的规模；或者运用非常规工具，通过增持证券来达到降低利率的目标，但购买规模和速度还需要进一步考虑。伯南克的言论对美联储将于下个月召开的会议给出了一个“信号”，即美联储将会推出新一轮货币宽松政策。

     据悉，伯南克曾在8月27日发表言论，暗示美联储将会推行宽松的货币政策以及购买国债等。德意志银行(Deutsche Bank Securities)驻纽约经济专家Joseph Lavorgna表示：“美联储正面临着‘未知领域’，它将会保持最大的灵活性，以应对各种经济形势。”据悉，市场普遍预期美联储将在下个月的会议后推出新一轮宽松货币政策，预计规模可能达到5,000亿美元。

roberto

roberto

Stocks To Watch - US Earnings Calendar

Earnings Announcements for Monday
1st  Source – SRCE
A. T. Cross Company – ATX
Aetrium – ATRM
AirTran  Holdings, Inc. – AAI
Akeena Solar – WEST
AMERICAN CAPITAL AGENCY CORP –  AGNC
APCO-Argentina – APAGF
Apple Inc.AAPL
Arrow Financial –  AROW
Autobytel.com – ABTL
Aware, Inc – AWRE
B&H Ocean Carriers  Limited – BHO
Baidu – BIDU
BANK MUTUAL CORP NEW – BKMU
BankAtlantic  Bancorp – BBX
BIRKS & MAYORS INC – BMJ
Bolt Technology –  BOLT
Bottomline Technologies – EPAY
Brown & Brown – BRO
C.R. Bard,  Inc. – BCR
Cache, Inc. – CACH
California First National Bancorp –  CFNB
Camco Financial – CAFI
Capitol Bancorp – CBC
Cardinal Financial –  CFNL
CAROLINA TR BK LINCOLNTON NC – CART
Cass Information Systems –  CASS
CDC Software – CDCS
Centerstate Banks of FL. – CSFL
CENTRAL FED  CORP – CFBK
CHICOPEE BANCORP INC – CBNK
CHUNGHWA TELECOM CO LTD –  CHT
Citigroup Inc. – C
CNOOC Ltd – CEO
Colony Bankcorp –  CBAN
Columbus McKinnon – CMCO
Community Bank System –  CBU
Consolidated-Tomoka Land – CTO
CONVERTED ORGANICS INC – COIN
Cybex  International – CYBI
Delta Apparel Inc. – DLA
DiamondRock Hospitality  Company – DRH
Dice Holdings, Inc – DHX
Dynavax – DVAX
Eagle Materials  Inc. – EXP
Encore Wire – WIRE
ENTEROMEDICS INC – ETRM
Enterprise Bank  and Trust Company – EBTC
Express-1 Expedited Solutions, Inc. – XPO
Farmers  Capital Bank – FFKT
Financial Institutions – FISI
FIRST FINANCIAL  NORTHWEST INC – FFNW
First Financial Service Corporation – FFKY
First M  & F – FMFC
First Security Group, Inc. – FSGI
Five Star Quality Care,  Inc. – FVE
Flushing Financial Corp. – FFIC
General American Investors –  GAM
Global Indemnity plc – GBLI
GREEN BANKSHARES INC – GRNB
Greenhill  & Co., Inc. – GHL
GUARANTY BANCORP DEL – GBNK
Guaranty Federal  Bancshares – GFED
Halliburton Company – HAL
Hasbro, Inc. –  HAS
Heartland Express – HTLD
Heritage Commerce – HTBK
Hingham  Institution – HIFS
HMN Financial – HMNF
Horizon Bancorp – HBNC
ICU  Medical, Inc. – ICUI
iGo, Inc. – IGOI
Infinera Corporation –  INFN
InsWeb – INSW
International Business Machines – IBM
iParty Corp. –  IPT
Kinder Morgan Energy Partners, L.P. – KMP
KVH Industries, Inc. –  KVHI
LAKELAND BANCORP INC – LBAI
Lincare Holdings – LNCR
Luby’s, Inc. –  LUB
M&T Bank Corporation – MTB
McMoRan Exploration Co. –  MMR
MERIDIAN INTERSTATE BANCORP INC – EBSB
MicroFinancial Incorporated –  MFI
Monarch Casino & Resort – MCRI
MutualFirst Financial, Inc. –  MFSF
Myers Industries – MYE
NB & T FINL GROUP INC – NBTF
NEW CENTRY  BANCORP INC DUNN NC – NCBC
New Oriental Education & Technology Group –  EDU
NEWPORT BANCORP INC – NFSB
Ninetowns Internet Technology Group Company  Limited – NINE
NVR, Inc. – NVR
OCEAN SHORE HLDG CO NEW – OSHC
Old  Republic International – ORI
OMEGA FLEX INC – OFLX
OMNIAMERICAN BANCORP  INC – OABC
Oneida Financial – ONFC
Packaging Corporation of America –  PKG
Park National – PRK
PARKE BANCORP INC – PKBK
Parkvale Financial –  PVSA
PetMed Express, Inc. – PETS
Phoenix Technologies – PTEC
Provident  Bancorp – PBNY
PURE Bioscience – PURE
Raymond James – RJF
Reddy Ice –  FRZ
Republic Bank – RBCAA
Riverview Bncp Inc – RVSB
RLI Corp.RLIRocky  Brands, Inc. – RCKY
RODMAN & RENSHAW CAP GP INC – RODM
S.Y. Bancorp –  SYBT
Savannah Bancorp – SAVB
SCBT Financial Corporation – SCBT
Seacor  Holdings Inc. – CKH
SIERRA BANCORP – BSRR
SOMERSET HILLS BANCORP –  SOMH
Southern Community Financial Corporation – SCMF
SOUTHERN FIRST  BANCSHARES INC – SFST
Standex International Corp. – SXI
Steel Dynamics –  STLD
Suffolk Bancorp – SUBK
Superior Uniform – SGC
SUSSEX BANCORP –  SBBX
Terra Nitrogen – TNH
The Eastern Company – EML
The First Bancorp,  Inc. – FNLC
TORTOISE ENERGY CAP CORP – TYY
TORTOISE NORTH AMRN ENRGY CORP  – TYN
TradeStation Group, Inc. – TRAD
Trustco Bank – TRST
United  Bancshares, Inc. – UBOH
UNITED FINANCIAL BANCORP INC – UBNK
United  Security Bancshares – UBFO
Unity Bancorp – UNTY
Universal Health Realty  Income Trust – UHT
URANIUM ENERGY CORP – UEC
Video Display –  VIDE
VMware, Inc. – VMW
Washington Savings Bank – WSB
WAYNE SVGS  BANCSHARES INC NEW – WAYN
WILBER CORP – GIW
WSFS Financial – WSFS
WSI  Industries – WSCI
Yadkin Valley Bank and Trust Company – YAVY
Young  Innovations – YDNT
Zions Bancorp – ZION

葉芬

roberto 发表于 18-10-2010 09:53 AM

HDY  跌低過3元可以考慮。


http://daytradingstockblog.blogspot.com/2010/10/stocks-to-buy-october-17-2010-101710_17.html

Hyperdynamics Corporation (HDY) - Shares of Hyperdynamics Corporation are starting to cool down now after the amazing run. HDY is one of my Top 2011 Stock Picks so far. Support is located at $3.30 and $3.00. Hyperdynamics has resistance located between $3.58 - $3.63. I am back on the sidelines and waiting for a pullback after seeing Hyperdynamics run from $2.25 to $3.63 in a week.  I'd start reloading under $3.00.

cct2050

听股神说什么
http://space.tv.cctv.com/video/VIDE1287333340050880

roberto

roberto

Why Pharmathene Could Go From $2 to $20
         
First off, the stock is now at $2 after a competitive company, SIGA, three days ago received a contract from the government that could be worth conceivably up to $2.8bb for its smallpox antiviral product.
This potentially $2.8bb contract for SIGA is very significant for PIP, which is engaged in a lawsuit with SIGA that could be worth billions to PIP. SIGA produces the smallpox antiviral ST-246, which was just awarded the government contract. SIGA and PIP were at one point, back in 2006, planning on merging. As part of the merger agreement, it was determined that if the merger did not go through that PIP would be able to exclusively license development and marketing rights for ST-246. The merger did not go through, BUT PIP never got the license agreement. Hence, PIP sued SIGA. In my original article I asserted that this was a catalyst for PIP to go higher but it was hard to quantify that catalyst since we didn't know what sorts of revenues ST-246 could generate.
Well, now we can quantify it. Potential revenues are $2.8bb. Pharmathene is a $70mm market cap company. On the basis of this contract alone, Pharmathene would potentially make up to a billion dollars in cash earnings. So what is going on with the lawsuit since I wrote my original article?
In July a judge reviewed SIGA's motion to dismiss the case. Note, this is the same judge that rejected an earlier motion to dismiss in January, 2008. The judge is expected to rule on the motion by the end of this month and then the court is expected to go to trial in January. I've thoroughly reviewed the transcript from July. The basic point that SIGA was making in court is that they had no idea how good (or bad) ST-246 was going to do so there was no way to assign a number to damages. The judge, though, basically made the point (I am paraphrasing) that if that were the case then anyone could walk away from any contract if the future potential of that contract was still unknown. He then implied that should the trial go forward and SIGA were to lose then he, the judge, would have the power to determine what the damages were.
However, let's forget that he said all of that. Because we now know what potential damages could be. And the number is in the billions for a $70mm market cap company.
Can the judge dismiss the case? I don't think he will. Specifically he said, "Everybody should proceed on the assumption that there is no way that I am changing the trial date." He then set a trial date for January 3, 2011.
Given that the trial is probably going through and that there is a very reasonable chance SIGA could lose (and lose billions in revenues as a result), the best result for SIGA would be to settle the case before a trial. My guess is they will settle by January. In every scenario, a settlement would benefit shares of PIP.
I have no idea what sorts of terms PIP would accept but here are some possible settlements:
A) A cash settlement between $100-400mm. Since PIP has a market cap of $70mm, this would create anywhere from a $5 to $10 per share value for PIP.
B) An ongoing royalty of 20-30% on sales of ST-246. Again, this would instantly catapult the stock up to $10+.
Most likely a settlement would be some combination of the above two (e.g. $150mm in cash, 5% royalty, etc).
On this one catalyst I think PIP is potentially a $7 - $12 stock, particularly given the two events that have occurred since my article first appeared: the court appearance, and the contract award for ST-246.
While I think this catalyst alone is enough to quadruple the stock price I don't think  it's the main fundamental catalyst for the company.
The main catalyst is the product that Pharmathene produces, a next-generation vaccine for Anthrax. According to this report on a military website Anthrax is considered the "DOD's Number one biological threat". The US is required to have a stockpile of 75 million doses of vaccine. Right now, the only approved supplier of doses of vaccine is EBS, which has a long-approved first-generation vaccine that requires 5 doses over 18 months and costs $120 per dose. PIP’s second-generation vaccine requires 3 doses over 60 days and costs about $45 a dose, according to Eric Richman, the CEO of Pharmathene. EBS’s vaccine uses live anthrax to make the vaccine, which increases the cost of and loses scalability versus a second-generation version. There are many problems with the older generation (35 years old) Anthrax vaccine from EBS which is why the government has recently approved $80mm in funding for Pharmathene to continue their work (EBS tried to protest this funding but BARDA threw out their protest).
What is the fundamental value of this vaccine? I'll quote my earlier article: "Assuming Pharmathene can build out the manufacturing processes in three years and their experimental studies continue to produce good results, a dose would cost $45. Since the only customer is the government, this essentially eliminates sales and marketing costs as well as research and development costs. Most biotech firms (think: DNDN, GENZ, GILD, HGSI) enjoy 85% margins on their products because they have to absorb those costs. PIP won’t have to — although it is beholden to a single customer. Let’s assume 20% net margins, or approximately $10 per dose. Let’s assume the government buys 25 million of its 75 million dose requirement from PIP  (remember, there is only one other competitor). That means $250 million in earnings in three years. This alone could easily justify a stock jump to the $7-10 level, or even significantly higher. Also, once the U.S. starts buying, there will be demand from outside the country. This does not factor in significant government funding for several other products including Protexia, a nerve gas vaccine." Note that PIP does not need FDA approvals to start selling the to the government but that they have already tested for safety (no issues) and efficacy in animals (depending on the test, they are 85-100% effective).
So $5-10 in value from the SIGA lawsuit and another $7-10 from their Anthrax vaccine leaves PIP with a $14-$22 stock from these levels, much how SIGA has gone from below $2 to $13 in the past 4 years and EBS has gone from $5 to 20 in the past 3 years. Given these two completely separate catalysts I also think downside is minimal.
Disclosure: Long PIP
                                      
About the author:     James Altucher  
           
James Altucher is a managing director of Formula Capital, an asset management firm and fund of hedge funds. He's written four books on investing: Trade Like a Hedge Fund, Trade Like Warren Buffett, SuperCash, and The Forever Portfolio.

SUNNY仔

回复 1449# roberto


   为何人家的药股可以$2变$20,而我持的ANX就$3变$2呢?
SSN近来几乎每天开高收低...
几时会一飞冲天呢?
我的边屋梦正要开始组织了...就是在等着SSN的资金注入....

roberto

回复 1450# SUNNY仔

我只能说因为你买的是ANX
SSN要有耐心咯! 搞不好你能靠它买到bungalow

葉芬

回复  SUNNY仔

我只能说因为你买的是ANX
SSN要有耐心咯! 搞不好你能靠它买到bungalow
roberto 发表于 19-10-2010 08:20 PM

Crude Oil

81.88

-1.20

roberto

回复 1452# 葉芬

BAC的report不是很美

葉芬

回复  葉芬

BAC的report不是很美
roberto 发表于 19-10-2010 08:31 PM

Future 暫時是跌

YMZ10.CBT

Mini Dow Jones Indus.-$5 Dec 10

11,007.00 8:33AM EDT

38.00 (0.34%)

SUNNY仔

回复 1451# roberto


    其实,ANX我不奢望它上$20,有$5就够了...而SSN,可能是我心急,加上近来手紧和在调整心态中...有些颓丧的感觉(为何不会上的..?)希望罗博仔的预测会成真....

范蠡

ctic 上了近20%。。
但同时它的冤家 Adam Feuerstein 又来大发“伟伦”

SUNNY仔

回复 1456# 范蠡


   收市只上七巴仙多....大起大落.
昨晚可以说是大地震....MGM掉剩$10.70...

SUNNY仔

做么隔了一天还是只看到我的回复的??人都去了那里啊....?今天的市很不错下.....

葉芬

做么隔了一天还是只看到我的回复的??人都去了那里啊....?今天的市很不错下.....
SUNNY仔 发表于 21-10-2010 09:48 PM

忙著看稀土股票。。

roberto

回复 1459# 葉芬