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portefeuille (99.75)

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September 24, 2009 – Comments (16)

I guess I am "moving towards lower beta stock" but I don't really have to do anything to achieve that, the companies are doing it for me ...

 

Nomura to raise $5.7 billion in new share sales

#74) On March 05, 2009 at 12:14 PM, portefeuille (99.99) wrote: NMR - 4.14 - outperform

Chile's CMPC in talks to buy Aracruz unit for $1.4 bln

#234) On March 17, 2009 at 1:46 PM, portefeuille (99.99) wrote: ARA - 6.43 - outperform

#631) On July 30, 2009 at 4:50 PM, portefeuille (99.99) wrote: ARA - end outperform - 20.23 - new rating: market perform

ATP Prices Private Offering of $125 Million 8.00% Convertible Perpetual Preferred Stock

ATP Prices Public Offering of Common Stock

#497) On May 12, 2009 at 10:12 PM, portefeuille (99.99) wrote: ATPG - 7.65 - outperform

Hercules Offshore Announces Public Offering of Common Stock

#419) On April 04, 2009 at 5:25 PM, portefeuille (99.99) wrote: HERO - 1.73 - outperform

#783) On September 16, 2009 at 10:34 AM, portefeuille (99.99) wrote: HERO - end outperform - 6.82 - new rating: market perform

American Capital Receives $182 Million In Proceeds From Sale of Axygen Bioscience

#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!)

#800) On September 23, 2009 at 1:14 PM, portefeuille (99.99) wrote: ACAS - end outperform - 3.61 - new rating: market perform

E*Trade raises $147 mln in stock offering

#195) On March 13, 2009 at 6:24 PM, portefeuille (99.99) wrote: ETFC - 0.78 - outperform

XOMA Completes Full Repayment of Goldman Sachs Loan

#194) On March 13, 2009 at 5:10 PM, portefeuille (99.99) wrote: XOMA - 0.38 - outperform

Human Genome Sciences Announces Pricing of Public Offering of Common Stock

#145) On March 10, 2009 at 3:06 PM, portefeuille (99.99) wrote: HGSI - 0.50 - outperform

#595) On July 16, 2009 at 1:00 PM, portefeuille (99.99) wrote: HGSI - end outperform - 3.69 - no new rating

Dendreon Announces Closing of Common Stock Offering

#213) On March 15, 2009 at 5:12 PM, portefeuille (99.99) wrote: DNDN - 4.08 - outperform

(comments from here)

 

Quite a bit of "deleveraging" going on ...

 

 

 

 

16 Comments – Post Your Own

#1) On September 24, 2009 at 3:51 PM, portefeuille (99.75) wrote:

Nomura to raise $5.7 billion in new share sales

Speaking of Numura, this was a headline about a year ago.

Nomura extends global reach with Lehman acquisitions

It is currently trading at ca. $6.46. 

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#2) On September 24, 2009 at 3:55 PM, portefeuille (99.75) wrote:



enlarge

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#3) On September 24, 2009 at 3:56 PM, portefeuille (99.75) wrote:

lower beta stock

lower beta stocks

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#4) On September 24, 2009 at 4:21 PM, anchak (99.85) wrote:

Good observation Hans! And I did say this to you like back in april - may - I think.

Smart moves though on management's part .

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#5) On September 24, 2009 at 4:28 PM, portefeuille (99.75) wrote:

Yes, smart of both you and management!

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#6) On September 24, 2009 at 5:46 PM, portefeuille (99.75) wrote:

How Another 24 Hours Could Have Saved Lehman Bros.

Meet Rodgin Cohen, The Bailout Lawyer

No Precedent

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#7) On September 24, 2009 at 6:04 PM, portefeuille (99.75) wrote:

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HIV Vaccine Study May Lift Hopes After Merck, Sanofi Setbacks

By Simeon Bennett and Jason Gale

Sept. 23 (Bloomberg) -- The search for a vaccine to prevent HIV has eluded scientists for a quarter of a century. They will find out if they are a step closer when the results of the world’s largest HIV vaccine trial are presented tomorrow.
The U.S.-funded study of 16,000 volunteers involves a vaccine that combines two older shots developed by Sanofi- Aventis SA and VaxGen Inc.
While scientists aren’t holding out for a major breakthrough, they are hopeful the data will give them some indication that they are heading in the right direction, said Marie-Paule Kieny, director of the World Health Organization’s Initiative for Vaccine Research in Geneva.
The results presented in Bangkok may be the first turning point since 2007, when an attempt by Whitehouse Station, New Jersey-based Merck & Co. was terminated after the shot appeared to boost people’s chances of becoming infected. It was one of several fizzled attempts to slow the spread of AIDS, which infects about 6,800 new people every day.
“I don’t think there is a lot of expectation that the efficacy of this vaccine will be very high,” Kieny said in a telephone interview from Oxford, England. “Any hint towards identifying something which is protective in humans would be good news.”
The Thai study looked at whether different infection- fighting strategies devised by Paris-based Sanofi and VaxGen could be combined in a two-pronged approach.

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Associated Press

Sector Snap: HIV vaccine developers

Associated Press, 09.24.09, 12:39 PM EDT

NEW YORK -- Shares of several companies developing potential HIV vaccines were little changed in reaction to Thursday's announcement from researchers that they may be on track for a breakthrough HIV vaccine.
The World Health Organization and the U.N. agency UNAIDS said a combination of two previously unsuccessful vaccines cut the risk of becoming infected with HIV by more than 31 percent in the world's largest AIDS vaccine trial. The study involved more than 16,000 volunteers in Thailand.
The U.S. Army sponsored the study with the National Institute of Allergy and Infectious Diseases.
The study involved the drugs ALVAC, from Sanofi Pasteur, the vaccine division of French drugmaker Sanofi-Aventis ( SNY - news - people ), and AIDSVAX, originally developed by VaxGen Inc. The latter drug is now held by Global Solutions for Infectious Diseases, a nonprofit founded by some former VaxGen employees.

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Experimental HIV Vaccine Raises Hopes

 

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#8) On August 15, 2009 at 1:29 AM, portefeuille (99.99) wrote: VXGN - 0.56 - outperform

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(from here)

VXGN.OB is currently at ca. $0.74.

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#8) On September 24, 2009 at 6:05 PM, portefeuille (99.75) 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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#9) On September 24, 2009 at 6:10 PM, portefeuille (99.75) wrote:

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#10) On September 24, 2009 at 6:53 PM, portefeuille (99.75) wrote:

Earnings Edge Thurs. Sept. 24 2009 | :38:0 09[04:01] Red Hat soars today as its second quarter profit jumped 37 percent. Insight on the company's outlook, with Red Hat CEO Jim Whitehurst.

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#11) On September 24, 2009 at 6:56 PM, portefeuille (99.75) wrote:

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#121) On March 07, 2009 at 11:50 AM, portefeuille (99.99) wrote: RHT - 13.43 - outperform

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RHT is currently at ca. $27.95.

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#12) On September 24, 2009 at 7:00 PM, DEALWITHTHEDAY (37.68) wrote:

I saw the projections and comment from the CEO. Double digits still to come in earnings. Good call.

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#13) On September 24, 2009 at 7:11 PM, portefeuille (99.75) wrote:

He did sound pretty "confident".

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#14) On September 24, 2009 at 11:47 PM, APJ4RealHoldings (26.08) wrote:

You & your upward CAPs score amazes me.  Only other player that hits me at that level is BravoBevo.

Major props. 

Thanks for the Alstry-like aggregate of information on your point of further issuance!  Heh.  Thanks for bringing up the point of Nomura's acquisitions of Lehman assets in the past.  Interesting & worthy to take a look. 

On the subject of banks, what are your thoughts on the small or tiny banks?  Could you possibly provide any criticisms or insight on the blog post I just put up.  Or too boring for you? ;)

 

Small Banks. Potential for Riches or Rags Report this comment
#15) On September 25, 2009 at 9:31 AM, portefeuille (99.75) wrote:

Incyte Announces Pricing of Public Offering of 18,000,000 Shares of Common Stock

Incyte Prices $350 Million Convertible Senior Notes Offering

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#203) On March 14, 2009 at 12:42 AM, portefeuille (99.99) wrote: INCY - 2.42 - outperform

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#16) On September 25, 2009 at 11:02 AM, portefeuille (99.75) wrote:

Following genome sequencing, Helicos moving fast for partner, buyout

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#787) On September 18, 2009 at 8:00 AM, portefeuille (99.99) wrote: HLCS - 2.41 - outperform (high risk!)

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