Most people do not have to expend a great deal of time to begin to understand tow of the regular themes to be found in many of the businesses I analyze and into which I allocate my own investment capital. First, I look for well-run businesses that are deeply discounted to my estimate of their fair value. Next, I love to find these values in businesses that produce products or deliver services we can�� live without.
I know this sounds like it would be very difficult to accomplish; but, in reality, it is more time consuming than it is difficult. The fact that it is so time consuming is, in all likelihood, highly correlated to the fact that so few investors actually do it. It is probably much easier for me to understand why others do not perform this type of research and due diligence than it is for them to understand why someone like me does. I do it because I enjoy it. I find it relaxing and it allows me to compete against true professionals head to head and compare my results to theirs. The fact that there are few things I hate more than losing at anything is also helpful in what I do as it drives me to find only the best opportunities for the allocation of my capital. When I choose wrong, I not only lose in my ��ompetition��against the investment pros, I lose my money. It creates a REALLY bad version of a two-for-one deal. So, you might say that I have to be a big believer in eating my own cooking.
Top 5 Gas Companies To Watch For 2015: CNinsure Inc.(CISG)
CNinsure Inc., together with its subsidiaries, provides insurance brokerage and agency services, and insurance claims adjusting services in the People?s Republic of China. The company offers property, casualty, and life insurance products underwritten by domestic and foreign insurance companies operating in China. Its property and casualty insurance products include automobile, individual accident, commercial property, homeowner, cargo, hull, liability, and construction insurance; and life insurance products comprise individual whole life insurance, term life insurance, education annuity, and health insurance, as well as universal insurance and group life insurance. The company also offers insurance claims adjusting services, which include pre-underwriting survey, claims adjusting, disposal of residual value, loading and unloading supervision, and consulting services, as well as damage assessment, survey, authentication, and loss estimation to insurance companies and the i nsured; and value-added services to its customers in conjunction with distributing automobile insurance products. As of April 15, 2010, its distribution and service network consisted of 49 insurance agencies, 3 insurance brokerages, and 4 claims adjusting firms, with 571 sales and service outlets. The company was founded in 1998 and is headquartered in Guangzhou, the People?s Republic of China.
Advisors' Opinion:- [By Jake L'Ecuyer]
Financial sector was the leading decliner in the US market today. Top losers in the sector included GSV Capital (NASDAQ: GSVC), off 9.3 percent, and Cninsure (NASDAQ: CISG), down around 6.6 percent.
Top 10 Electric Utility Companies To Buy For 2014: S&W Seed Company(SANW)
S&W Seed Company engages in contracting the production of alfalfa seed varieties, processing the seeds, and marketing the certified seed to agribusiness firms and farmers worldwide. It also involves in the production of stevia leaf. The company primarily offers high fall dormancy (FD) alfalfa seed varieties, as well as markets and sells other varieties, including FD 7, 6, and 4 varieties. It sells the seed primarily to dealers and distributors who, in turn, sell primarily to hay and dairy farmers who grow hay for dairy cattle and other livestock; and through brokers. The company was founded in 1980 and is headquartered in Five Points, California.
Advisors' Opinion:- [By Monica Gerson]
S&W Seed Company (NASDAQ: SANW) announced its plans to acquire all of DuPont Pioneer's alfalfa production and research facility assets, as well as all conventional (non-GMO) alfalfa germplasm for up to $42 million. S&W Seed shares jumped 1.40% to close at $3.61 on Friday.
- [By Glenwoods]
�PureCircle does not grow its own product, but is more of a holding company as it contracts farms scattered around the globe to grow stevia to certain specifications.� One such farm is the S&W SEED Co. (NASDAQ:SANW).� Toward the end of 2011, PureCircle, with a goal of developing stevia in the U.S. for the U.S market, entered into a five-year agreementwith the California-based grower of high-yield alfalfa seeds, to grow stevia to the company�� specifications.� Unfortunately the results have not matched expectationsas reported by S&W Seed:
Top 10 Electric Utility Companies To Buy For 2014: inContact Inc.(SAAS)
inContact, Inc. provides cloud-based contact center software services and network connectivity in the United States. Its solutions include inContact ACD, an automatic call distributor; inContact CTI, a computer telephony integration that integrates with customer data servers to provide agents pre-populated customer data; inContact IVR, an interactive voice response solution to create specialized call flows; and inContact Integrations for integration of various hardware and software solutions already in place at customer sites. The company also offers inContact ECHO that gathers the opinion of the customer and presents the analysis of the feedback directly to supervisors and agents; inContact Workforce Management, which forecasts demand, schedules workforce, analyzes and optimizes staffing, and reports real-time adherence in contact centers; inContact Quality Monitoring that provides insights into agent performance and customer satisfaction; and InContact Screen Recording, which provides compliance level screen recording functionality for voice channel interactions. In addition, it provides inContact eLearning that offers targeted, prioritized training, communications, and testing to the agent?s desktop during dips in call volumes; and inContact Network Connectivity, which includes time division multiplexing and voice over Internet protocol (VoIP) connectivity, and toll-free and local-number services. Further, inContact, Inc. offers professional services, as well as operates as a domestic and international long distance reseller and aggregator. The company was formerly known as UCN, Inc. and changed its name to inContact, Inc. in January 2009. inContact, Inc. was founded in 1994 and is headquartered in Salt Lake City, Utah.
Advisors' Opinion:- [By John Udovich]
Small cap cloud contact software provider Five9 Inc (NASDAQ: FIVN) saw a small pop when it debuted in an IPO last Friday but its now trended back down to its debut price, meaning its worth taking a closer look at the stock along with some potential peers or benchmarks like Incontact Inc (NASDAQ: SAAS), eGain Corp (NASDAQ: EGAN) and LivePerson, Inc (NASDAQ: LPSN).
- [By Steve Symington]
What:�Shares of inContact Inc. (NASDAQ: SAAS ) rose more than 10% in Wednesday's early trading, and then gave back most of those gains to close up around 1% after the cloud contact center software provider released first-quarter results and announced an acquisition.
- [By James Miller Phd]
Within the cloud computing applications, Salesforce has become a leading supplier and platform vendor, positioning itself in a strong position among other cloud application providers. Currently, through Sales Cloud, the company�� most popular product, it has succeeded in expanding its addressable market towards the purchase of Service Cloud as well. Providing different on-demand Software-as-a-Service (SaaS), such as the Sales Cloud, Service Cloud and Chatter applications, it allows customers to improve communication and sales to their respective customers. Moreover, it offers other platforms such as The Force.com Platform, or Heroku Platform, and developer tools like Database.com and The AppExchange, enabling its users to customize its applications.
Top 10 Electric Utility Companies To Buy For 2014: InSite Vision Inc (INSV)
InSite Vision Incorporated (InSite), incorporated in 1986, is an ophthalmic product development company advancing ophthalmic pharmaceutical products to address unmet eye care needs. The Company's current portfolio of products is based on the Company's DuraSite sustained drug delivery technology. Its DuraSite sustained drug delivery technology is a synthetic polymer-based formulation designed to extend the residence time of a drug relative to conventional topical therapies. It enables topical delivery of a drug as a solution, gel or suspension and can be customized for delivering a wide variety of drug candidates. The Company is focused its research and development and commercial support efforts on the topical products formulated with its DuraSite drug delivery technology. It may also utilize its DuraSite technology platform for the formulation of new ocular product candidates using either non drugs or compounds developed by others for non-ophthalmic indications.
AzaSite (azithromycin ophthalmic solution) 1% is a DuraSite formulation of azithromycin developed as a spectrum ocular antibiotic and approved by the United States Food and Drug Administration (FDA) to treat bacterial conjunctivitis (pink eye). Azithromycin has a spectrum of antibiotic activity and is used to treat respiratory and other infections in its oral and parenteral forms.
Besivance (besifloxacin ophthalmic suspension) 0.6% is a DuraSite formulation of besifloxacin, a spectrum ocular antibiotic approved by the FDA to treat bacterial conjunctivitis (pink eye). Besivance is the fluoroquinolone specifically developed for ophthalmic use. AzaSite Plus (ISV-502) is a fixed combination of azithromycin and dexamethasone in DuraSite for the treatment of ocular inflammation and infection (blepharitis and/or blepharoconjunctivitis).
DexaSite (ISV-305) is a DuraSite formulation of dexamethasone in development for the treatment of ocular inflammation. DexaSite is included in the Phase 3 clinical trial SPA for ! AzaSite Plus. The Company developed a topical formulation of the corticosteroid dexamethasone to treat eye inflammation caused by infections, injury, surgery or other conditions.
BromSite (ISV-303) is a DuraSite formulation of bromfenac in development for the treatment of post-operative inflammation and eye pain. ISV-101 is a DuraSite formulation with a low concentration of bromfenac for the treatment of dry eye disease.
The Company competes with Alcon Laboratories, Inc., Allergan, Inc., Bausch & Lomb, Novartis Ophthalmics, Johnson & Johnson, Merck & Co. and Pfizer.
Advisors' Opinion:- [By CRWE]
Today, INSV surged (+7.53%) up +0.014 at $.200 with 96,500 shares in play thus far (ref. google finance Delayed: 1:12PM EDT August 15, 2013).
InSite Vision Incorporated previously reported financial results for the quarter ended June 30, 2013. Revenues for the second quarter of 2013 were $19.2 million compared to $1.8 million for the same period in 2012. Included in the second quarter of 2013 were revenues of $15 million for the sale of the Besivance庐 royalty rights. Net income for the second quarter of 2013 was $12.1 million, or $0.09 per share, compared to a net loss of $6.8 million, or $0.05 per share, in the second quarter of 2012.
Top 10 Electric Utility Companies To Buy For 2014: Gentium SpA(GENT)
Gentium S.p.A., a biopharmaceutical company, focuses on the development and manufacture of its primary product candidate, defibrotide, an investigational drug based on a mixture of single-stranded and double-stranded DNA extracted from pig intestines. It develops defibrotide for the treatment and prevention of hepatic veno-occlusive disease (VOD), a condition that occurs when veins in the liver are blocked as a result of cancer treatments, such as chemotherapy or radiation, that are administered prior to stem cell transplantation. The company has completed a Phase III clinical trial of defibrotide for the treatment of severe VOD in the United States, Canada, and Israel; and a Phase II/III pediatric trial in Europe for the prevention of VOD. It also offers sulglicotide that is developed from swine duodenum, and has ulcer healing and gastrointestinal protective properties in South Korea; and urokinase, which is made from human urine to treat various vascular disorders, such as deep vein thrombosis and pulmonary embolisms. The company was formerly known as Pharma Research S.r.L. and changed its name to Gentium S.p.A. in July 2001. Gentium S.p.A. was founded in 1993 and is headquartered in Villa Guardia, Italy.
Advisors' Opinion:- [By Sean Williams]
A parabolic problem
It has also been a year to remember for shareholders of biopharmaceutical company Gentium (NASDAQ: GENT ) whose share price has catapulted approximately 600% off its lows thanks to growth in its lead drug Defibrotide (known as Defitelio in the European Union). - [By James Oberweis]
Gentium Spa (GENT) is focused on the development and commercialization of its leading product, defibrotide, to treat certain complications arising from chemotherapy, and bone marrow and stem cell transplantation therapy.
- [By Jake L'Ecuyer]
Shares of Jazz Pharmaceuticals Public Limited Company (NASDAQ: JAZZ) got a boost, shooting up 7.77 percent to $123.65 after the company announced its plans to buy Gentium SpA (NASDAQ: GENT) for around $1 billion.
Top 10 Electric Utility Companies To Buy For 2014: ANADIGICS Inc.(ANAD)
ANADIGICS, Inc. provides semiconductor solutions to the broadband wireless and wireline communications markets. Its products include radio frequency (RF) power amplifiers (PAs), tuner integrated circuits, active splitters, line amplifiers, and other components. The company?s RF power amplifier products enable mobile handsets, datacards, and other devices to access third generation (3G) wireless networks utilizing international standards, including wideband code division multiple access (WCDMA), high speed packet access (HSPA), code division multiple access (CDMA), and evolution data optimized (EVDO). In addition, the company provides RF power amplifiers for the fourth generation (4G) wireless services, including long term evolution (LTE) and worldwide interoperability for microwave access (WiMAX). ANADIGICS?s WiFi products enable connectivity for wireless mobile devices and other computing devices and its cable television (CATV) products enable fixed-point, wireline broa dband communications over cable modem and set-top box products, CATV infrastructure, and fiber-to-the-premises (FTTP). The company sells its products through direct sales, as well as through independent manufacturers? representatives and distributors. ANADIGICS, Inc. was founded in 1984 and is headquartered in Warren, New Jersey.
Advisors' Opinion:- [By Tim Melvin]
CTL stock has lagged the overall market for the past year — down 9% vs. 20% gains for the S&P 500 — and it seems that those running the show do not expect that to change anytime soon.
Stocks to Sell: Anadigics (ANAD)Anadigics (ANAD) is another company that has not kept up with the market and is seeing selling near the lows. Five insiders, including the chairman, the CEO and the CFO, have been selling stock this month. All together, they have combined to sell more than 72,000 shares of the company at very low prices.
Top 10 Electric Utility Companies To Buy For 2014: PureSafe Water Systems Inc (PSWS)
PureSafe Water Systems, Inc., incorporated on March 9, 1987, is engaged in the design and development of its technology to be used in the manufacture and sale of water purification systems both in and outside the United States. The Company�� PureSafe First Response Water System (PureSafe FRWS) is self-contained and purifies most types of contaminated fresh or service water, including seawater that may be found at a first response emergency site. This system is mobile, by helicopter or transported by truck.
The PureSafe FRWS utilizes its technology which consists of water extraction boom that extracts water from the ocean, streams, ponds, pools of floodwater or a failed municipal distribution system. The extracted water is then treated by the application of advanced water treatment technologies which employ multiple stage filtration, multiple stage sanitation (including ozone, chlorine and ultraviolet purification techniques), reverse osmosis membranes, mineralization and final polishing to meet the standard drinking water requirements of the United States Environmental Protection Agency (the EPA). Its 2nd prototype (FRWS unit) unit can produce EPA compliant drinking from contaminated fresh or surface water at the rate of 30,000 gallons per day, to provide drinking water to 45,000 people. The unit has a built in generator and water bagging capability at the rate of 30,000 and a half liters bags of water per day
The Company competes with GE, Siemens, Severn Trent, Ecospheres Technology, Lenntech, Testa/Viwa, Lifekeeper, Mobile MaxPure, Bi Pure Water, Rodi, Global Water Group, Nirosoft, LifeStream, and Aquapura Tempest.
Advisors' Opinion:- [By John Udovich]
Small cap Sodastream International Ltd (NASDAQ: SODA), an Israeli based developer, manufacturer and marketer of�home beverage carbonation systems, has attracted its share of hype over both its products and its stock, but could other small cap water stocks like Primo Water Corporation (NASDAQ: PRMW), Puresafe Water Systems Inc (OTCMKTS: PSWS) and Alkaline Water Company Inc (OTCBB: WTER) attract a similar following? After all, Sodastream International has managed to create a significant amount of buzz from consumers, investors and even short sellers because it�� the�world's largest manufacturer, distributor and marketer of home carbonation systems as its�brands are sold in over 60,000 retail stores in 45 countries. Sodastream International is also up 45.7% since the start of the year, up 70.2% over the past year and up 99.3% since November 2010, but shares did spike up to the $75 level in the middle of 2011 and now trade at the $63 level.
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