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Apollo Global Management, LLC Message Board

citiccgirl 57 posts  |  Last Activity: Sep 19, 2014 9:55 AM Member since: Apr 18, 2008
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  • citiccgirl citiccgirl Jul 8, 2014 7:39 AM Flag

    Ref Link

    Sentiment: Strong Buy

  • TXMD TherapeuticsMD (TXMD ) initiated with a Outperform at FBR Capital; tgt $34. Firm believes co is well positioned to change the manner in which women are treated with hormone replacement therapy. They believe the drug could be the only bio-identical hormone formulation approved by the FDA, and new drug compounding regulations may permit the capture of disproportionate market share. They also believe it is reasonable that TherapeuticsMD could establish a sales and marketing presence adequate to market the HRT products, but they are mindful that the size of the commercial opportunity may attract interest from other biopharma companies seeking exposure to a therapeutic space that could experience re-growth.

    Sentiment: Strong Buy

  • News Breaks

    July 8, 2014


    Leak points to sapphire screen for 4.7" iPhone 6

    A newly posted YouTube video supposedly shows the screen that will be used in Apple's (AAPL) upcoming 4.7" iPhone 6 and claims that the part confirms that the smaller new model will have a sapphire display, not Gorilla Glass from Corning (GLW). The video adds that the existence of the part dispels rumors that only the larger, 5.5" iPhone 6 would feature a sapphire display. Note that Apple has a sapphire contract with GT Advanced Technologies (GTAT).

    Sentiment: Strong Buy

  • Isis Pharma - novel drug discovery platform company (NOT biotech).
    FLAGSHIP product KYNAMRO injection, an apo-B synthesis inhibitor for patients with homozygous familial hypercholesterolemia; and for the reduction of low-density lipoprotein cholesterol.

    PIPELINE of 31 drugs cardiovascular and metabolic diseases; severe and rare diseases, including neurological disorders; and cancer.

    STRATEGIC ALLIANCES and Collaborations: AstraZeneca AB, Biogen Idec MA Inc., Bristol-Myers Squibb, Eli Lilly and Company, Genzyme Corporation, GlaxoSmithKline, Hoffman-La Roche Inc., F. Hoffmann-La Roche Ltd., Alnylam Pharmaceuticals, Inc., Antisense Therapeutics Limited, Excaliard Pharmaceuticals, Inc., iCo Therapeutics Inc., OncoGenex Technologies Inc., and Xenon Pharmaceuticals Inc.

    ... a quick look at recent history will show you milestone payments and many more to follow

    Sentiment: Strong Buy

  • 11-Sep-14 10:12 ET


    Control4 modestly higher +1.7% after several announcements overnight (14.45 +0.25)

    Co launched its OS 2.6 software to enrich the customer experience in the ever-growing smart home market. Control4 OS 2.6 brings an enhanced music experience, intuitive pool and spa control, and extensive integration with A/V equipment, comfort solutions, IP cameras, blinds, irrigation systems, and more.

    Co also announced that its wholly-owned U.K. subsidiary has acquired UK-based Extra Vegetables Ltd., a privately held company.

    In addition, the co announced the immediate availability of Composer Express, a powerful mobile configuration tool that enables Control4 Dealers to dramatically simplify and accelerate the set-up process for home automation systems.

    Park Item
    11-Sep-14 08:10 ET


    Control4 announces Sony Electronics (SNE) is now shipping its W series and X series 2014 TVs with Control4 Simple Device Discovery Protocol (SDDP) technology (14.20 )

    Co announced that Sony Electronics (SNE) is now shipping its W series and X series 2014 TVs with Control4 Simple Device Discovery Protocol technology. The integration makes Sony the first HD and 4K Ultra HD television manufacturer to ship a full line of automation-ready televisions for consumers worldwide.

    In addition to the products already shipping with SDDP technology, Control4 recently entered into new SDDP license agreements with additional brands, including Bang & Olufsen, Bose, Fusion, Meridian, Panasonic (PCRFY), and Siedel.

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Sep 15, 2014 2:58 PM Flag

    I have been right here, and that's ab outright lie! Busted!

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Sep 17, 2014 7:35 AM Flag

    Thank you for this. Also for the Adami comment. I was unaware about that. I do believe this is the next GILD as well :))

    Sentiment: Strong Buy

  • "Noble Corp. (NE) is an offshore drilling contractor (not to be confused with Noble Energy (NBL)). Noble Corp. has a market cap of $8.4 billion. In the third quarter of 2014, it will spin off its subsidiary Paragon Offshore, which will include a majority of Noble's "standard spec" fleet of drilling rigs while Noble's high spec rigs remain with the parent. Paragon Offshore will consist of 34 jackups and 8 floaters. It will also pay a dividend to shareholders. Interestingly, Noble Corp. today yields 4.4%. Paragon has already arranged for its own financing. Oddly, Noble shares are trading lower, not higher. The stock fetches about $33, valuing the company at less than 10x trailing earnings. Once the spinoff is complete, the sum of the parts could exceed the stock price today. "

    Sentiment: Strong Buy

  • GLOG Buy $35 target Citigroup

    GasLog growth potential unchanged after Teekay, BG deal, says Citigroup

    Citigroup attributes yesterday's sell-off in shares of GasLog (GLOG) to concerns that the Teekay LNG Partners (TGP), BG Group (BRGYY) transaction would impact the company's growth potential. Citi says the growth of LNG shipping is "much larger" than the four vessel deal announced Monday, and that it didn't think GasLog had a monopoly on BG's business. The firm reiterates a Buy rating on GasLog with a $35 price target.

    Sentiment: Strong Buy

  • DNOW is going to be on Cramer's an Energy distribution company ... a spin off of NOV...everyone thought he was going to Have on the cloud play NOW lol...but it's DNOW that will be on MM

    Berkshire reported a new stake in Now Inc, an energy distribution business recently spun off from oilfield equipment provider National Oilwell Varco Inc , whose stock Berkshire also owns

    Sentiment: Strong Buy

  • "My second favorite player here, and a stock that's far cheaper on an earnings basis, is Fortinet," Cramer said

    Cybersecurity: Cramer’s top stocks for safety
    Lee Brodie | @LeeBrod
    14 Hours Ago

    "My second favorite player here, and a stock that's far cheaper on an earnings basis, is Fortinet," Cramer said.|madmoney&par=cnbcsocial&

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Sep 11, 2014 9:49 AM Flag

    With Home Depot, Target and Jennifer Lawrence all victims of recent hack attacks, Jim Cramer thinks the need for cybersecurity is growing by the minute.

    "Last year, the global security technology and services market was worth $67 billion; by 2016 it should be worth $86 billion," Cramer said.

    However, not all cyber-security stocks are equally attractive.

    "So, with that in mind, I want to revisit my favorite cybersecurity names so that you know how to play this powerful long-term trend."


    "My second favorite player here, and a stock that's far cheaper on an earnings basis, is Fortinet," Cramer said.

    Largely, Cramer says the company is actively expanding its customer base, no longer servicing just small and mid-size firms, but now, also winning some big clients, too. "That's a big deal because large companies have more money to spend on network security," Cramer said. "In turn, winning these bigger contracts has allowed Fortinet's billings growth to accelerate in each of its last six quarters, with billings up 33 percent year over year in the latest quarter and enterprise deals up a staggering 95 percent."

    Due to the strength Cramer is looking for the Street to raise estimates, which, in turn, should bode well for shareholders. "I could easily see this $26 and change stock breaking out above $30 in the not too distant future, and again, I'm a buyer into weakness."

    Sentiment: Strong Buy

  • citiccgirl by citiccgirl Sep 15, 2014 1:58 PM Flag

    From Twitter This opens up the text of what Cramer said about ISIS on MM...... Also the video :)) this is excellent!|madmoney&par=cnbcsocial&

    Sentiment: Strong Buy

  • Reply to

    ISIS this is excellent

    by citiccgirl Sep 15, 2014 1:58 PM
    citiccgirl citiccgirl Sep 15, 2014 3:00 PM Flag

    Yahoo allows Twitter urls

    Sentiment: Strong Buy

  • Final Trade: Guy was buying ISIS on ITMN buyout|finance|headline|headline|story&par=yahoo&doc=101945079

    Stock Pops & Drops: ISIS, DSW, TSL, SAFM
    Tuesday, 26 Aug 2014 | 5:30 PM ET

    The Fast Money traders take a look at today's biggest market movers.|headline|quote|video|&par=yahoo

    Sentiment: Strong Buy

  • citiccgirl citiccgirl Sep 15, 2014 11:50 AM Flag

    ISIS Be lONG and STRONG :))

    Sentiment: Strong Buy

  • Reply to

    CC fully reflected

    by oldpapa96 Sep 18, 2014 11:14 AM
    citiccgirl citiccgirl Sep 18, 2014 4:34 PM Flag

    Thank you Jake :))

  • Reply to

    CC fully reflected

    by oldpapa96 Sep 18, 2014 11:14 AM
    citiccgirl citiccgirl Sep 18, 2014 2:28 PM Flag

    Are you sticking with it?

  • Sequential Brands (SQBG 13.55) initiated with a Buy at Brean Capital; tgt $17. Firm believes recent results demonstrate the power of Sequential's model and its ability to grow both organically and through acquisitions. They further believe Sequential is well positioned to achieve its three-year goal of ~$3.5 billion in retail sales, or ~$100 million in annual revenue, and $70 million in annual adjusted EBITDA. Moreover, they believe there is the potential for upside to their estimates, which presume no additional acquisitions this year or next as the company leverages its existing portfolio.

    Iconix Brand (ICON 40.18) initiated with a Hold at Brean Capital; tgt $40. Firm notes Products are sold through a variety of distribution channels including Direct-to-Retail and wholesale licenses, from the mass tier to the luxury market and, in the case of the Peanuts brand, through various media outlets, including television, movies, web-based and mobile content. Their Hold rating is based on their concern of slowing domestic organic growth and potential share dilution due to the company's two convertible notes; accordingly, they see limited upside appreciation from the stock's current levels.

    Sentiment: Strong Buy

  • DWA on Seeking Alpha the editor that writes up the transcript for Cramer's show is very good. She quotes him word for word...I don't why the discrepancy from Cramer's transcript...he changes his to reflect what he wished he said though, so maybe it's more credible, because he'll say it that way next time...i don't know.

    On SA what he said about DWA was not what his transcript said.

    She says nothing about doing work on it me enough pause . I am not reading that as very bullish....hmmmmm

    "Dreamworks Animation (DWA): "It just bottomed at this point. I'm no longer telling people to get rid of it. It is speculative, but I like it now."

    Sentiment: Strong Buy

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