and there are some intersting companies that are trying to make a name for themselves at these conferences:
Accenture , Adobe, CRM, CSC, DELL, IBM, Luma , Magic Software,
$TYH $TNA $BGU $MWJ $SOX $SOXS $FAS
This morning (KRA) Kraton Performance Polymers Inc. bids & asks are showing that it will open down at least -$1/shr to around $40 from a close yesterday of $41.17.
This is because of a 6M share offering by existing shareholders, but the overall share count of (KRA) will not change. This is not unusual as big Institutions can not enter or sell without causing the stock to make a massive move one way or the other due to its small float. Thus you have a share offering an orderly way to exchange shares between Institutions.
(KRA) selling shareholders will have no trouble getting their shares gobbled up by other Institutions because its eps is growing and growing rapidly. Just recently (KRA) announced a price increase : Kraton Performance Polymers announces Asia Pacific SBS and SIS price increases of $200/t effective April 1,2011
Its eps estimate for the current qtr was recently raised from .65 to .85 so the shares path to least resistance is currently to the upside.
In my opinion using any weakness this morning to either add or start a new position will reward you pretty quickly. In 2010 (KRA) introduced an innovative technology called Nexar Polymers.
IBD says: Cloud Computing Moves Into New Growth Phase "Tectonic Shift" [more]
Stories From Main Street: Montvale School Ditches Books, Chalkboards For Laptops March 28, 2011 10:57 AM [more]
at stake $1Billion Dollars.
Bloomberg http://t.co/ZdXhiwp @BloombergNow
$BRK-A $BRK-B $LZ $UUP $BRN
U.S. Stocks Rally Amid Higher-Than-Estimated Corporate Profits March 24, 2011, 5:23 PM EDT
Legendary Investor Leon Cooperman "17 Stocks he likes"
After yesterday's (PLCM) deal for a Cloud - Based Video Content company Accordent, who is next? This is just a guess but CEO of (CLRO) did say he is open to offers but not at current stock price. So I would keep a watch of (CLRO) sales which have been on fire in the last 3 straight qtrs with revenues surging over 30% each qtr.
That is the kind of growth buyers want to see before they pull the trigger.
(PLCM) yesterday bought Accordent which had revenues of $9M at the end of 2010. It sold for $50M or a valuation metric of 5.55x Sales.
This shows how high the premiums Cloud -Based stocks demand today because of the massive growth in the Cloud Sector expected this decade. [more]
but what lies ahead is accelerating Well Drilling, not gonna end pretty for shorts at today's price of $33.80 . Article below explains how Brigham's Bakken Operations will Accelerate dramatically in 2011.
Jobs everywhere in "OIL Rush Bakken Country" [more]
Take advantage like Warren Buffett , He has said he never buys on up days, he buys stocks that he likes when they are down. Today I have a list of gowth stocks listed below which are down today for no reason other than consolidation taking place for the day. [more]
the reason I posted this is because I wanted to know if his fund had inside info? Today , just weeks after Soros fund added shares HNR announces a $300M deal to sell Utah property. Is it just good luck on their part?
will happen this Spring.
$MWW $JOBS $RLOC $QNST
Look at the etf SLV today.
You can't deny that the trend says its headed towards $50
Polypore prices public offering Charlotte Business Journal Date: Friday, March 18, 2011, 10:25am EDT
Read more: Polypore prices public offering | Charlotte Business Journal
Polypore International Inc. has priced a previously announced public offering of 4.5 million shares of common stock. [more]
New power line may ease Japan nuclear crisis [more]
A partial from 10k Filing :
In 2007, we partnered with Genzyme to develop Prochymal as a medical countermeasure to nuclear terrorism and other radiological emergencies. In the first quarter of 2008, we were awarded a contract from the United States Department of Defense ("DoD") pursuant to which we, in partnership with Genzyme, are seeking to develop and stockpile Prochymal for the repair of gastrointestinal injury resulting from acute radiation exposure. Under the terms of the contract, the DoD will provide funding to us, and if we are successful in obtaining FDA approval for acute radiation syndrome, the contract provides for the purchase of up to 20,000 doses of Prochymal, at $10,000 per dose. Under the terms of this contract, we recognized $470,000 in revenue in fiscal 2010, $2.9 million in revenue in fiscal 2009, and $2.5 million in revenue in fiscal 2008.
Note: OSIR shares have not moved as of yet on Japanese radiation, shares trading currently at $6.38 and in fact were much higher just a couple of months ago at $8.50 in mid Dec. 2010. So if investors get any hint like this 10K filing from Monday which was made available for our viewing today then it would not be surprising if (OSIR) shares make its way back to $8.50 levels. [more]
Japan: Rebuilding Investment Ideas w/ Timber
http://t.co/gnBTC8O via @businessinsider
$WY $WOOD $CUT
MEMC Surges on Speculation That Japanese Disruptions Will Boost Its Demand By Ian King - Mar 14, 2011 1:05 PM ET Mon Mar 14 17:05:05 GMT 2011
MEMC Electronic Materials Inc. (WFR), the maker of silicon wafers for semiconductors and solar panels, surged 14 percent on speculation that Japanese supply disruptions will drive up demand for its products. [more]
If you saw video's of the disaster in Japan then you know that wood was the biggest destruction on the videos. That being said, Lumber, plywood, wood floors, doors, trim, cabinets, stairs, & furniture are Japans biggest replacement items needed that require wood.
The other biggest item needed is LNG, with damaged power plants being shut down probably for years if they ever do come back online, Japan will need LNG to replace the energy it has lost from the Power plants.
Solar, Wind, Coal , LNG , & Wood [more]
Disasters are terrible for human life loss , Property loss, and Insurance profit losses but great news for Builders/Construction/Material Sectors Profits.
The flooding in the Northeast is getting as bad if not worse than the great Northeast flooding of early 1980's.
Entire portions of North Jersey are under water, an insurance claims nightmare.
This is from my personal drive around in North Jersey this morning to get to my office, which took me 3 hours. Normal drive is 35 minutes.
Other areas of the northeast probably in same situation.
Then we have Japan earthquake and Tsunami. [more]
Pro Forma Net Asset Value per Share(1)
Proved Reserves Only $ 2.69/shr
Proved PLUS Probable Reserves $ 15.19/shr
Proved PLUS Probable PLUS Possible $ 28.14/shr
Pro Forma Net Asset Value (1) Includes identified and resource potential on Bakken, Niobrara, Eagle Ford, Pekisko and Texas oil plays. Excludes identified and resource reserves in Alberta Basin Bakken and $50MM value of Eagle Ford Joint Venture drilling carry.
All info is from Page 6 of the 2/2011 SEC Filing. [more]
Could be the "Last Days of OPEC"
$OIL $DBO $USO $GLD $SLV $XOM $CVX $BP $COP $TOT $BEXP $NOG $WLL $CLR $AXAS $GEOI
Huge Explosion Near $Oil Refinery At Libya's Ras Lanuf - Zawya [more]
LOL fat chance, they just say that to scare off oil bulls.
If Obama was so worried about $Oil prices he would order drilling Oil in the Gulf of Mexico deep water ASAP.
Chances they use US Oil Reserves? Less than 1% in my opinion.
If they didn't use it during the time when Saddam was burning Oil Fields in Iraq then they won't do it now.
Its for emergencies AKA "WAR disruptions" not price swings. [more]
In McKenzie County, North Dakota, Abraxas drilled the Stenehjem 27-34 1H to a total measured depth of 16,504 feet, including a 5,965 foot lateral in the middle Bakken formation. A 20-stage fracture stimulation is tentatively scheduled for the first quarter of 2011.
Abraxas owns an approximate 79% working interest in this well.
This info was provided by Axas in Jan. 2011
Also do not be turned off by the $2M shown in cash on yahoo stats, AXAS has an expanded 2011 CapEx spending of: $60 million for 100% oil or liquids weighted.
See SEC filing link [more]
Michael Filloon of SeekingAlpha.com on
Abraxas Petroleum Corporation (AXAS).
AXAS solid assets include: [more]
BAF Technologies Launches New Line of Bi-Fuel Ford Vans & Pick-Ups
Press Release Source: BAF Technologies, Inc. On Monday March 7, 2011, 7:00 am EST
DALLAS--(BUSINESS WIRE)-- BAF Technologies, Inc., a subsidiary of Clean Energy Fuels Corp. (Nasdaq:CLNE - News), has expanded its CNG product line to include Ford vehicles equipped with the BAF proprietary bi-fuel compressed natural gas (CNG) system. [more]
Transport Companies with massive Truck Fleets switching to Natural Gas.
That trend will only gain speed with Oil projected to go to $150 per barrel according to Billionaire Boone Pickens. (CLNE) 52 wk high is $23 and currently its at $13.78 but with oil soaring it should not take long before CLNE starts making new 52 wk highs as companies start looking for alternative vehicles or else face massive profit losses due gasoline prices eating profits all up. [more]
35.9% of float short ahead of $Oil Drilling Permit Approval any day now.
By Amanda Carey - The Daily Caller Bio | Archive | Email Amanda Carey
Updated: 3:07 PM 03/01/2011
Ken Salazar can no longer avoid issuing deep-water drilling permits in the Gulf of Mexico. Though the secretary of the interior recently said he would not bow to political pressure on lifting the de facto drilling moratorium in the gulf, rumors that he would crack under that pressure were confirmed Monday evening when the first deep-water permit since the BP oil spill was issued. [more]
Its not a coincedence that the Bureau of Ocean Energy Management, Regulation and Enforcement has started approving Deepwater drilling in the Gulf of Mexico again after oil surges back towards Triple Digits. If there is any more problems in the middle east oil supply chain, the USA must have a back up plan and that plan is Deepwater Oil in the Gulf of Mexico.
Significant Milestone for Deepwater Drilling in the Gulf of Mexico
Monday, February 28, 2011 [more]
to the offshore oil & gas sector as well as for other offshore drillers as permit issuing process has begun with (NBL) being the first to get one.
One services company that is extremely undervalued currently is (RES) it provides support services, such as the rental of diverters, drill pipes, drill collars, handling tools, and hoses that are used for onshore and offshore oil and gas well drilling, completion, and workover activities. The company offers its services to the oil and gas companies in the Gulf of Mexico, mid-continent, southwest, and Rocky Mountain regions of the United States, as well as in Africa, Canada, China, eastern Europe, Latin America, the Middle East, and New Zealand.
Others on my list that should benefit from the start of the offshore permit process are: RIG, BHI, CRR, CAM, ATPG, SGY, APC, DO, NE, NOV,
Stocks: NBL, RES, RIG, BHI, CRR, CAM, ATPG, SGY, APC, DO, NE, NOV [more]