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TMFBlacknGold (99.02)

January 2012

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KERX Perifosine Analysis

January 10, 2012 – Comments (2) | RELATED TICKERS: KERX , AEZS , SPPI

         The company Keryx Biopharmaceuticals (NASDAQ: KERX) has attracted two types of investors: those who hate KERX and those who love it. Their lead drug candidate, perifosine, is currently in Phase III trials for colorectal cancer - and results are expected within weeks. I bought a total of 981 shares during 2010 and early 2011. I have had plenty of opportunities to sell for a profit, but did not pounce. Now that I am entering my fourth year as an investor I feel much more confident in my ability to assess companies and put my money in profitable places. Like many of its followers I once thought KERX was going to be successful. Unfortunately, there are several big reasons to believe the trial will not reach its primary endpoint. I am considering selling all of my shares for a slight loss in order to hedge my bets against a possible failure. I would much rather almost breakeven than hang on for an against-the-odds gamble and lose big.  [more]

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BlacknGold: U.S. Dependence on Oil

January 09, 2012 – Comments (3) | RELATED TICKERS: BP , SWN , LNG

             Four short years ago during the presidential primaries several topics dominated the debates: the wars in Iraq and Afghanistan, the economy, healthcare, and alternative energy. Now in 2012 the Iraq War has officially ended (today actually), the economy is thawing, national healthcare seems to be an afterthought, and alternative energy is trying to hide the black eye named Solyndra. It is still early – too early for presidential anything in my opinion – but the national conversation has yet to shift to alternative energy. The hotter topic will probably be natural gas fracking in Pennsylvania and Texas. However, the mistake that is corn ethanol owes much of its existence to the presidential primaries. If the politically charged phrase “energy independence” is uttered in the coming months will be able to separate the facts from the politics? Here’s a helpful hint: they aren’t talking about solar, wind, or geothermal. They’re talking about 28% of our total energy consumption as a nation. They’re talking about oil.  [more]

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BlacknGold: Introduction to U.S. Energy Consumption

January 07, 2012 – Comments (1) | RELATED TICKERS: XOM , SZYM , CNX

     This is my first blog post engaging the increasingly important topics of energy, oil, biofuels, and surprising technologies by innovative - and perhaps overly optimistic - companies hoping to cash in on the future of energy. For this post, I will provide some background information on energy consumption within the United States. As with all of my posts I will be straightforward, unbiased, and factual. I will make frequent use of citations and will happily yield citations that are not explicitly mentioned. For those of you who don't already follow me I am senior bioprocess engineer student looking to attend the University of Texas at Austin for graduate school next fall. Bioprocess engineering is a new degree that combines biological sciences and chemical engineering and focuses on biotechnology, sustainable chemical and polymer manufacturing, renewable fuels and feedstocks, and pharmaceutical engineering.   [more]

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