I wonder if geopolitical risks on pressuring SEDG?
SEDG is Israeli based. Palestinian - Israeli tensions are rising with increased clashes. Perhaps a new Infilda is on the way.
Otherwise SEDG is a great company with super technology in fast growing sector.
HP-Sandisk announced "forthcoming" super memory chips. MU takes a dive.
Does anyone wish to offer a definition of "forthcoming" in stock market parlance. What about pipe dream; possible, sometime in the future; when we manage to perfect; never; etc.
Buy MU - a bird in hand is worth 1000 x bird in the bush, or some such homily.
Sentiment: Strong Buy
No, I don't have earlier trial results.
Phase I tests were done to determine toxicity, and not efficaciousness.
Phase II contains less than 100 patients.
I screwed up on the spelling - ATNM . But the argument remains: does ATNM have sufficient protection of the IP to ensure there pipeline is successful.
Sarcasm does not make anyone money.
According to my read, neither Iaomab-B nor Actimab-A have patents. ACTN is depending on trade secrets.
Does this lact of IP protection cause concern? Once Iomab-B becomes successful (hopefully), can others come into the market?
Meanwhile, ACTN sinks.
Are you referring to possible WNR buyout to rest of NTI, that they do not yet own?
Whatever, let the distributions continue.
RESI declares 0.55 div, with x-Div date of 9/28. The Board show confidence that cash flow can support high div. Nice yield.
MB is dead. Investors still feel stock has burden of Ebrey(?) as manager.
Sure, the Fed will raise rates to 0.25% in Sep or Dec, 2015.
But, does that yield offer any competition to SXCP 17%? No!
Enjoy the distributions. Wait for rebound.
REX has been dropping steadily. However EPS estimates for 2015 and 2016 have held up despite drop in crude oil prices. Whats going on?
If biofuels are competing with crude, one would expect biofuel prices to decrease, and EPS to also decrease. It has not occurred. Eitther analysts are behind the curve, or they believe price supports will be maintained.
Note: GPRE more or less tracks REX.
Bottom line: Is REX a buy?
Ain't got anything to do with 1) China; 2) Oil; 3) Greece.
In my book, the two closest comparable companies are WBMD and EHTH. Our metrics are far superior.
Please note: all this cheerleading isn't going to stop the rout.
Last I heard, they ain't building any new rivers. We have rising population, rising electric requirements. All the high potential hydro plants have been built. Do you seen a second Hydro plant being built downstream of the Niagra Falls?
Sentiment: Strong Buy