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portefeuille (99.78)

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6

September 15, 2009 – Comments (17)

update

On 09/08/09 and 09/09/09 I made a list of my "favourite" stocks (see comments #29,33,34 here).

the list

ATPG, BAS.DE, BAY.DE, CDE, CRME, DAI, EMC, FACT, FMCN, GLW, HL, KSB3.DE, LNUX, PAH3.DE, QGEN, REP, RHIE, SA, SQNM, UCG.MI, VMW, VOW3.DE, YAR.OL.

performance update

ATPG, ATP Oil & Gas Corp., $14.75 -> $17.66.

BAS.DE, BASF SE, 36.12 EUR -> 35.72 EUR.

BAY.DE, Bayer AG, 44.26 EUR -> 46.53 EUR.

CDE, Coeur d`Alene Mines Corp., $19.18 -> $19.73.

CRME, Cardiome Pharma Corp., $4.50 -> $4.56.

DAI, Daimler AG, 31.97 EUR -> 33.15 EUR.

EMC, EMC Corp., $16.25 -> $16.92.

FACT, Facet Biotech Corp., $16.09 -> $16.34.

FMCN, Focus Media Holding Ltd., $9.70 -> $10.87.

GLW, Corning Inc., $15.36 -> $15.82.

HL, Hecla Mining Co., $3.85 -> $4.44.

KSB3.DE, KSB AG preferred, 389.00 EUR -> 393.88 EUR.

LNUX, SourceForge Inc., $1.29 -> $1.33.

PAH3.DE, Porsche Automobil Holding SE preferrred, 50.71 EUR -> 49.06 EUR.

QGEN, Qiagen NV, 14.45 EUR -> 14.85 EUR.

REP, Repsol YPF SA, 17.38 EUR -> 18.17 EUR.

RHIE, RHI Entertainment Inc., $3.13 -> $3.28.

SA, Seabridge Gold Inc., $30.90 -> $30.72.

SQNM, Sequenom Inc., $5.83 -> $5.82.

UCG.MI, Unicredit SpA, 2.55 EUR -> 2.57 EUR.

VMW, VMware Inc., $37.72 -> $39.78.

VOW3.DE,Volkswagen AG preferred, 64.52 EUR -> 70.58 EUR.

YARN.OL, Yara International ASA, ca. 183.00 NOK -> 187.30 NOK.

17 Comments – Post Your Own

#1) On September 15, 2009 at 5:34 AM, portefeuille (99.78) wrote:

So the "best performing" stocks from that list so far have been ATPG, FMCN, HL and VOW3.DE.

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#2) On September 15, 2009 at 5:47 AM, portefeuille (99.78) wrote:

The 5 stocks I wanted to choose for the tigerpackfund were EMC, FACT, SQNM, EXEL and LUK. 

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#8) On June 19, 2009 at 12:45 PM, portefeuille (99.99) wrote:
hey, since the first thoughts are usually the best (are they?) here are 5:
EMC,FACT,SQNM,EXEL,LUK. all "outperform", "long-term".
(see comment #17 here)

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(from comment #8 here)

I calculated the relative change (in %) between the closing value on 09/14/09 and the closing value on 06/19/09.

EMC 29.16
FACT 91.78,
SQNM 43.00,
EXEL 28.29,
LUK 17.14,

S&P 500 index 13.91,
average rel. change of those 5 "picks" 41.87.

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#3) On September 15, 2009 at 6:49 AM, portefeuille (99.78) wrote:

************************************************************************************
a guide to my blog posts can be found in the comment section to this post
(should be or should be close to the last comment)                                                               
************************************************************************************

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#4) On September 15, 2009 at 9:09 AM, portefeuille (99.78) wrote:

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Lexicon Completes Phase 1 Clinical Trial and Initiates Phase 2 Clinical Trial of LX4211 in Patients With Type 2 Diabetes

- Lexicon's Fourth Drug Candidate in Phase 2 Development - Oral Drug Candidate Inhibits SGLT2, a Potential Target for Diabetes - Phase 1 Results Support Once Daily Dosing in Patients with Type 2 Diabetes

Press Release Source: Lexicon Pharmaceuticals, Inc. On Tuesday September 15, 2009, 6:30 am EDT

THE WOODLANDS, Texas, Sept. 15 /PRNewswire-FirstCall/ -- Lexicon Pharmaceuticals, Inc. (Nasdaq: LXRX - News), a biopharmaceutical company focused on discovering breakthrough treatments for human disease, obtained favorable results from recently completed Phase 1 studies of LX4211 and announced today that it has initiated a Phase 2 clinical trial of the drug candidate in patients with type 2 diabetes mellitus. LX4211 is an orally-delivered, small molecule drug candidate that inhibits the sodium glucose transporter 2 (SGLT2). LX4211 is Lexicon's fourth drug candidate currently being tested in Phase 2 clinical trials.

"LX4211 offers an opportunity to treat diabetes by increasing urinary glucose excretion through a mechanism of action that is expected to avoid some of the disadvantages of existing diabetes drugs that result in storage of excess glucose," said Brian P. Zambrowicz, Ph.D., executive vice president and chief scientific officer at Lexicon. "By contrast, LX4211 through inhibition of SGLT2 has the potential to reduce caloric load and thereby enhance overall glucose homeostasis in patients with type 2 diabetes."

In the recently completed Phase 1 clinical trial in normal healthy volunteers, LX4211 was well tolerated at all dose levels and produced a dose-dependent increase in urinary glucose excretion. LX4211 also demonstrated a favorable pharmacokinetic profile supporting the potential for once daily dosing. Adverse events were generally mild and were distributed across all dose groups, including the placebo group.

Based on the Phase 1 clinical results, Lexicon has initiated a Phase 2 clinical trial to evaluate the safety and tolerability of two dose levels of LX4211 and its effect on diabetes biomarkers including: fasting blood glucose, urinary glucose excretion and response to oral glucose tolerance testing in patients with type 2 diabetes. The four-week, randomized, double-blind, placebo-controlled study will be conducted in the United States and is expected to enroll 36 patients with type 2 diabetes.

In addition to LX4211, Lexicon has three other drug candidates progressing in Phase 2 clinical trials: LX1031 for irritable bowel syndrome, LX1032 for carcinoid syndrome and LX2931 for rheumatoid arthritis. For more information about Lexicon's clinical development programs, please visit www.lexpharma.com.

About the Target

LX4211 was developed at Lexicon as a potent inhibitor of the sodium glucose transporter 2 (SGLT2), a transporter responsible for the majority of glucose reabsorption by the kidneys. Lexicon found that mouse knockouts engineered to lack the SGLT2 gene are healthy and require less insulin to manage a glucose challenge. Compounds developed by Lexicon that inhibit SGLT2 may potentially treat diabetes by increasing urinary glucose excretion, thereby lowering blood glucose levels as well as caloric load.

...

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#204) On March 14, 2009 at 12:09 PM, portefeuille (99.99) wrote: LXRX - 0.97 - outperform

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(from here)

currently at ca. $2.07.

 

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#5) On September 15, 2009 at 9:15 AM, portefeuille (99.78) wrote:

LXRX Drug Pipeline



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#6) On September 15, 2009 at 9:17 AM, portefeuille (99.78) wrote:

add LXRX to my "favourites" list.

so the list is now

ATPG, BAS.DE, BAY.DE, CDE, CRME, DAI, EMC, FACT, FMCN, GLW, HL, KSB3.DE, LNUX, LXRX, PAH3.DE, QGEN, REP, RHIE, SA, SQNM, UCG.MI, VMW, VOW3.DE, YAR.OL.

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#7) On September 15, 2009 at 10:29 AM, portefeuille (99.78) wrote:

Euro at session low vs dollar after German ZEW data

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#8) On September 15, 2009 at 6:29 PM, TigerPackFund (< 20) wrote:

Why didn't you email those picks to us, to make them official in the TigerPackFund?

The extra CAPS points would have helped us along considerably.

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#9) On September 15, 2009 at 7:16 PM, portefeuille (99.78) wrote:

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15.09.2009 - ZEW (ssc/mko/kbo)

ZEW Indicator of Economic Sentiment - Economic Expectations Stabilise

The ZEW Indicator of Economic Sentiment for Germany remained almost unchanged in September 2009. The indicator rose by 1.6 points and now stands at 57.7 points after 56.1 points in the previous month. This value is well above the indicator's historical average of 26.6 points.

The current development of the indicator shows that the the financial experts' positive economic expectations have further stabilised. The economic outlook for Germany mainly depends on the recovery of the world economy and better prospects for German exporters. Furthermore, the financial experts are more optimistic about private consumption, although the prospects for the next six months are burdened by the end of the auto wrecking bonus and by an anticipated rise of unemployment.

"The economic expectations for Germany are consistent with the picture that the German economy is recovering, but at a slow pace. With regard to the national debt additional government stimulus packages are not appropriate" says ZEW President Prof. Dr. Dr. h.c. mult. Wolfgang Franz.

The assessment of the current economic situation in Germany improved in September. The corresponding indicator rose by 3.2 points to minus 74.0 points.

The economic expectations for the euro zone rose in September by 4.7 points compared to the previous month. The respective indicator now stands at 59.6 points. The indicator for the current economic situation in the euro zone improved by 4.2 points and now stands at minus 77.9 points.

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Detailed Results for the September 2009 Survey



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#10) On September 16, 2009 at 8:13 AM, portefeuille (99.78) wrote:

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#3) On August 26, 2009 at 1:29 PM, portefeuille (99.99) wrote:
The KOSPI is one of the few indices that might reach the all-time high this year ("probably" will not though).

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(from here)

 



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well, chances are slightly better by now ...

 

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#11) On September 16, 2009 at 8:25 AM, portefeuille (99.78) wrote:

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Corning Incorporated Acquires Axygen BioScience, Inc.

Acquisition to expand Corning’s portfolio of life sciences products and global customer access
    •    Press Release
    •    Source: Corning Incorporated
    •    On Wednesday September 16, 2009, 8:00 am EDT
CORNING, N.Y.--(BUSINESS WIRE)--Corning Incorporated (NYSE:GLW - News) announced today that it has acquired all the shares of Axygen BioScience, Inc. and its subsidiaries from American Capital Ltd. (Nasdaq:ACAS - News) for approximately $400 million in cash.

...

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#57) On March 04, 2009 at 4:54 PM, portefeuille (99.99) wrote: ACAS - 0.75 - outperform

#498) On May 13, 2009 at 1:20 PM, portefeuille (99.99) wrote: ACAS - end outperform - 3.10 - no new rating

#775) On September 07, 2009 at 6:21 AM, portefeuille (99.99) wrote: ACAS - 2.20 - outperform (high risk!)

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ACAS is currently at ca. $2.90.

 

 

 

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#12) On September 16, 2009 at 8:47 AM, portefeuille (99.78) wrote:

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In the "Off The Charts" segment, Cramer went head to head with colleague Dan Fitzpatrick over the chart of electronics manufacturing outsourcer Flextronics (FLEX Quote).

According to Fitzpatrick, the chart of Flextronics is thing of beauty, with the stock extending gains over its 50-day moving average, after retesting that average five times in the last few months. Given that the stock broke down at $8.60 a share, Fitzpatrick sees shares headed back to those levels before meeting any additional resistance.

Turning to the stock's fundamentals, Cramer said he totally agrees with Fitzpatrick. He said the metric that matters in this business is utilization rate, and at 60% to 70% utilization, Flextronics is ahead of its peers.

But Cramer has lots more to love about the company, including its diverse customer base, which means that no single customer can hurt Flextronics too badly. Likewise, the company is also geographically diverse, making it immune to any one country's economy, he said.

According to Cramer, Flextronics also has reduced its inventory levels, begun manufacturing some higher-end products with higher margins, and has 21% of its business exposed to the red hot mobile device market.

Trading at just 12 times 2011 earnings, Cramer said he is a buyer of Flextronics, which he calls the best house in a sizzling neighborhood.

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(from here)

3 Stocks I Saw on TV

 

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#160) On March 10, 2009 at 10:55 PM, portefeuille (99.99) wrote: FLEX - 2.21 - outperform

#592) On July 14, 2009 at 12:19 PM, portefeuille (99.99) wrote: FLEX - end outperform - 4.71 - no new rating

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FLEX is currently at ca. $7.54.

 

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#13) On September 16, 2009 at 8:49 AM, portefeuille (99.78) wrote:

Off the Charts video

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#14) On September 16, 2009 at 8:54 AM, portefeuille (99.78) wrote:

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#161) On March 10, 2009 at 10:58 PM, portefeuille (99.99) wrote: JBL - 3.19 - outperform

#606) On July 25, 2009 at 6:03 PM, portefeuille (99.99) wrote: SANM - 0.56 - outperform

0.56 -> 3.36 (1 for 6 split)

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JBL is currently at ca. $11.89.

SANM is currently at ca. $7.75. 

 

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#15) On September 16, 2009 at 9:03 AM, portefeuille (99.78) wrote:

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#198) On March 13, 2009 at 11:18 PM, portefeuille (99.99) wrote: CLS - 3.02 - outperform

#480) On April 25, 2009 at 1:47 AM, portefeuille (99.99) wrote: CLS - end outperform - 5.69 - no new rating

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CLS is currently at ca. $9.81.

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#16) On September 16, 2009 at 9:26 AM, portefeuille (99.78) wrote:

The Smiths - How Soon Is Now?

t.A.T.u - How Soon Is Now?

 

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#17) On September 16, 2009 at 9:52 AM, portefeuille (99.78) wrote:

more music here.

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