The news hit the wire that business software company Deltek is being acquired by Roper Technologies (NYSE:ROP). Taken private by Thoma Bravo in a deal that closed in 2012, Deltek managed to continue its growth, acquire several new products for its portfolio of software focused on project-based businesses, and set an aggressive path to reinvent itself as a modern cloud services provider. According....More>>>
Our Long Idea reports aim to identify those firms that the market has overlooked and that, when analyzed beyond standard metrics, are significantly undervalued. These hidden gems provide excellent upside potential to any portfolio, with little downside risk.
In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria....More>>>
I came across NetEase (NASDAQ:NTES) in early 2013, when it was starting to become a major player in the Chinese mobile game industry. At first, I was a bit skeptical about their future growth and valuation. Video game companies are sometimes “one-hit wonders”, and decline after their top sellers lose popularity. But NetEase is an exception. After watching it for a few months, I decided....More>>>
It’s been a long decade for Yahoo (Nasdaq: YHOO). The search and tech company has seen its stock rise just 10% over the past 10 years.
This comes after years of battling activist investors, a carousel of CEOs, and a declining business. The saving grace has been Alibaba (Nasdaq: BABA), where Yahoo has a 15% stake in the company. The success of Alibaba has helped overshadow Yahoo’s....More>>>
Intrexon (XON) has made a small yet strategic acquisition in buying GenVec (GNVC); with the purchase, XON gets AdenoVerse, a platform of adenovirus vectors for delivering drugs and vaccines that dovetails nicely with its existing suite of gene therapy technologies, suggests John McCamant, editor of The Medical Technology Stock Letter.
The ability to increase the payloads of viral vectors....More>>>
Gainers Loxo Oncology Inc (NASDAQ: LOXO) rose 32.7 percent to $65.00 in pre-market trading after the company reported that larotrectinib trial demonstrated 76 percent confirmed objective response rate. Dynavax Technologies Corporation (NASDAQ: DVAX) shares rose 22 percent to $7.20 in the pre-market trading session after the company on Friday presented updated data for SD-101 in combination....More>>>
Therapix Biosciences (NASDAQ:TRPX) received an initiation of coverage from Laidlaw & Company analyst Francois Brisebois who gave the company a Buy rating and a $18.00 price target. Therapix’s lead drug is an FDA approved dronabinol, which is a biosynthetic form of THC. The company’s strategy is to repurpose, reposition and improve the FDA approved cannabinoid for various....More>>>
Wells Fargo (WFC) has come a long way since its account-opening scandal–enough that it makes you wonder if that scandal has been forgotten on Wall Street. Not Argus analyst Stephen Biggar, who cut Wells Fargo today, arguing that the scandal remains an overhang for the banking giant following its earnings miss last week:
Agence France-Presse/Getty Images
We are downgrading....More>>>
Why should investors like marijuana stocks? For some, the rationale might be the enormous market potential. For others, it could be simply that many marijuana stocks have soared over the last year or so.
There are plenty of reasons for investors to like three marijuana stocks in particular — GW Pharmaceuticals (NASDAQ:GWPH), Insys Therapeutics (NASDAQ:INSY), and Aphria (NASDAQOTH:APHQF).....More>>>
Donald Trump’s comments yesterday about the drug industry when he stated that drug companies were “getting away with murder” tanked biotech stocks and the general indexes. Investors in this space must be worried in the event that Trump gains some traction in this sector and records some wins. At present, he is like a dog with a bone. In the automotive sector, for example, he is....More>>>