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portefeuille (99.60)

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October 25, 2009 – Comments (52)

update of my "current list of favourites".

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#15) On October 19, 2009 at 6:54 AM, portefeuille10 (99.72) wrote:

my "current favourites" list (see this post).


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.

add ISIS to this list.

---------------------------------------

(from here)

remove FMCN and HL from that list, so the list is now

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

 

52 Comments – Post Your Own

#1) On October 25, 2009 at 10:11 AM, portefeuille (99.60) wrote:

performance update

ATPG, ATP Oil & Gas Corp., $14.75 -> $20.48.

BAS.DE, BASF SE, 36.12 EUR -> 39.16 EUR.

BAYN.DE, Bayer AG, 44.26 EUR -> 47.68 EUR.

CDE, Coeur d`Alene Mines Corp., $19.18 -> $23.15.

CRME, Cardiome Pharma Corp., $4.50 -> $4.26.

DAI, Daimler AG, 31.97 EUR -> 36.88 EUR.

EMC, EMC Corp., $16.25 -> $17.49.

FACT, Facet Biotech Corp., $16.09 -> $17.43.

FMCN, Focus Media Holding Ltd., $9.70 -> $14.51.

GLW, Corning Inc., $15.36 -> $15.65.

HL, Hecla Mining Co., $3.85 -> $4.77.

ISIS, Isis Pharmaceuticals, $14.05 -> $13.85.

KSB3.DE, KSB AG preferred, 389.00 EUR -> 422.00 EUR.

LNUX, SourceForge Inc., $1.29 -> $1.26.

LXRX, Lexicon Pharmaceuticals Inc., $2.09 -> $1.55.

PAH3.DE, Porsche Automobil Holding SE preferrred, 50.71 EUR -> 56.05 EUR.

QGEN, Qiagen NV, 14.45 EUR -> 14.32 EUR.

REP, Repsol YPF SA, 17.38 EUR -> 18.64 EUR.

RHIE, RHI Entertainment Inc., $3.13 -> $3.10.

SA, Seabridge Gold Inc., $30.90 -> $24.95.

SQNM, Sequenom Inc., $5.83 -> $3.28.

UCG.MI, Unicredit SpA, 2.55 EUR -> 2.49 EUR.

VMW, VMware Inc., $37.72 -> $44.37.

VOW3.DE,Volkswagen AG preferred, 64.52 EUR -> 73.34 EUR.

YARN.OL, Yara International ASA, ca. 183.00 NOK -> 197.00 NOK.

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#2) On October 25, 2009 at 11:43 AM, rofgile (99.25) wrote:

Hi Portefoullio,

 I was a shareholder of GLW at a lower price, but have not felt that attracted at the current valuation (its not expensive, but neither is it cheap to me).  Why is this a buy on your list?

  Thanks,

   Rof
 

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#3) On October 25, 2009 at 12:51 PM, portefeuille (99.60) wrote:

Corning announces earnings tomorrow.

------------------------

...

Corning expects third-quarter volume at its wholly owned business will be down less than 5 percent from the second quarter. It previously forecast a decline of 5 percent to 10 percent after an earthquake in August cut production in Shizuoka, Japan. Volume at its joint venture will still be flat to slightly higher, it said. The disruption will cut sales by about $25 million and result in $22 million in charges.

LCD glass is Corning's biggest business by far. It also makes ceramic auto-pollution filters and is the world's largest maker of optical fiber and cable. Based in the city of Corning in western New York, it employs about 26,000 people.

In line with its strategy to shift from a heavy focus on one colossal cash cow product, Corning acquired Axygen BioScience last month for about $400 million to broaden its life sciences division. Axygen makes plastic labware and liquid handling products for research labs. The buyout should enable Corning to push its life-sciences revenue above $500 million by 2011 from $326 million in 2008.

BY THE NUMBERS: Analysts surveyed by Thomson Reuters expect, on average, third-quarter earnings of 39 cents a share on revenue of $1.42 billion. That would be down from 46 cents a share on sales of $1.56 billion in the third quarter of 2008.

ANALYST TAKE: UBS analyst Nikos Theodosopoulos upgraded Corning to buy from neutral, projecting an upside to LCD demand this year and next on strong holiday sales of LCD-TVs in China. He also sees a better balance in LCD supply and demand. In a note to investors, Theodosopoulos said the LCD industry has "reached a level of maturation" -- unlikely to post breakout growth but also not likely to disappoint. He expects Corning to post earnings of $1.60 per share in 2010, up from a previous estimate of $1.58. Analysts surveyed by Thomson Reuters expect $1.50, on average.

WHAT'S AHEAD: Corning expects a "material" hit to LCD glass volume in the fourth quarter because of a recent power outage at its factory in Taichung, Taiwan. Glass volume could match that of the third quarter or be down slightly. Before the outage, it had expected an increase of as much as 5 percent.

...

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(from here)

 

------------------------

...

NEW YORK (AP) -- Corning Inc. shares jumped Tuesday on improving estimates for liquid crystal display demand this year and next.

In a note to investors, UBS analyst Nikos Theodosopoulos upgraded the company, saying the bank's Asia analysts have raised their outlook for LCD demand by 10 percent for 2009 and 12 percent for 2010. The improved forecast is driven by expectations for strong holiday sales of LCD TVs in China, he said.

Theodosopoulos raised his rating on Corning, the world's largest producer of LCD glass, to "Buy" from "Neutral" and inched his price target up to $19 from $18.50.

The analyst said the LCD industry has "reached a level of maturation," unlikely to post breakout growth but also not likely to disappoint. He expects Corning to post earnings next year of $1.60 per share, up from a previous estimate of $1.58. Analysts polled by Thomson Reuters expect $1.49, on average.

...

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(from here)

I more or less agree with the UBS analyst.

 

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#4) On October 25, 2009 at 7:02 PM, portefeuille (99.60) wrote:

Add SPPI. So the list is now

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

 

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#5) On October 26, 2009 at 9:34 AM, portefeuille (99.60) wrote:

SuperGen and GSK to Collaborate on the Discovery and Development of Novel Epigenetic Therapeutics

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#367) On March 26, 2009 at 8:50 PM, portefeuille (99.98) wrote: SUPG - 1.77 - outperform

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(from my list of calls)

SUPG is currently at ca. $2.83.

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#6) On October 26, 2009 at 10:51 AM, portefeuille (99.60) wrote:

ION and BGP Announce Joint Venture for Land Seismic Equipment

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#12) On February 27, 2009 at 9:56 AM, portefeuille (99.99) wrote: IO - 0.94 - outperform

#500) On May 13, 2009 at 1:23 PM, portefeuille (99.99) wrote: IO - end outperform - 2.59 - no new rating

------------------------

IO is currently at ca. $5.10.

 

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#7) On October 31, 2009 at 12:48 PM, portefeuille (99.60) wrote:

Add AIXG and JAV. So the list is now

AIXG, ATPG, BAS.DE, BAYN.DE, CDE, CRME, DAI, EMC, FACT, GLW, ISIS, JAV, KSB3.DE, LNUX, LXRX, PAH3.DE, QGEN, REP, RHIE, SA, SPPI, SQNM, UCG.MI, VMW, VOW3.DE, YAR.OL.

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#8) On October 31, 2009 at 10:00 PM, portefeuille (99.60) wrote:

Add MAIL.

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#9) On November 01, 2009 at 10:56 PM, portefeuille (99.60) wrote:

Add XOMA.

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#10) On November 01, 2009 at 11:32 PM, topsecret09 (36.83) wrote:

   Been following XOMA since 1999.... Have bought and sold several times....   You think xoma 052 pays off before they run out of cash ?  Repaid the loan to Goldman,but now their cash starved.....   TS   

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#11) On November 03, 2009 at 4:56 PM, portefeuille (99.60) wrote:

Add STEC.

STEC is currently at ca. $15.94.

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#12) On November 03, 2009 at 4:57 PM, portefeuille (99.60) wrote:

So the list is now

AIXG, ATPG, BAS.DE, BAYN.DE, CDE, CRME, DAI, EMC, FACT, GLW, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, PAH3.DE, QGEN, REP, RHIE, SA, SPPI, SQNM, STEC, UCG.MI, VMW, VOW3.DE, XOMA, YAR.OL.

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#13) On November 16, 2009 at 2:02 PM, portefeuille (99.60) wrote:

add PARD. PARD is currently at ca. $1.76.

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#14) On November 20, 2009 at 10:50 PM, portefeuille (99.60) wrote:

add ORTE.CA (ORTE:EY). Orascom Telecom is currently at ca. $5.37 (29.29 EGP).

So the list is now

AIXG, ATPG, BAS.DE, BAYN.DE, CDE, CRME, DAI, EMC, FACT, GLW, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, ORTE.CA, PAH3.DE, PARD, QGEN, REP, RHIE, SA, SPPI, SQNM, STEC, UCG.MI, VMW, VOW3.DE, XOMA, YAR.OL.

 

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#15) On November 20, 2009 at 11:14 PM, portefeuille (99.60) wrote:

performance update

AIXG, Aixtron, $29.64 -> $32.30. 

ATPG, ATP Oil & Gas Corp., $14.75 -> $15.93.

BAS.DE, BASF SE, 36.12 EUR -> 39.87 EUR.

BAYN.DE, Bayer AG, 44.26 EUR -> 51.71 EUR.

CDE, Coeur d`Alene Mines Corp., $19.18 -> $22.35.

CRME, Cardiome Pharma Corp., $4.50 -> $3.73.

DAI, Daimler AG, 31.97 EUR -> 34.97 EUR.

EMC, EMC Corp., $16.25 -> $17.04.

FACT, Facet Biotech Corp., $16.09 -> $17.24.

GLW, Corning Inc., $15.36 -> $16.41.

ISIS, Isis Pharmaceuticals, $14.05 -> $11.23.

JAV, Javelin Pharmaceuticals, $1.32 -> $1.47.

KSB3.DE, KSB AG preferred, 389.00 EUR -> 392.51 EUR.

LNUX, SourceForge Inc., $1.29 -> $1.15.

LXRX, Lexicon Pharmaceuticals Inc., $2.09 -> $1.50.

MAIL, IncrediMail, $7.52 -> $8.40.

ORTE.CA, Orascom Telecom, 29.29 EGP -> 29.29 EGP. 

PAH3.DE, Porsche Automobil Holding SE preferrred, 50.71 EUR -> 51.00 EUR.

PARD, Poniard Pharmaceuticals, $1.76 -> $2.53.

QGEN, Qiagen NV, 14.45 EUR -> 14.59 EUR.

REP, Repsol YPF SA, 17.38 EUR -> 18.34 EUR.

RHIE, RHI Entertainment Inc., $3.13 -> $0.73.

SA, Seabridge Gold Inc., $30.90 -> $25.11.

SPPI, Spectrum Pharmaceuticals, $4.21 -> $4.74.

SQNM, Sequenom Inc., $5.83 -> $3.13.

STEC, STEC, $15.94 -> $12.69.

UCG.MI, Unicredit SpA, 2.55 EUR -> 2.37 EUR.

VMW, VMware Inc., $37.72 -> $40.96.

VOW3.DE, Volkswagen AG preferred, 64.52 EUR -> 57.51 EUR.

XOMA, XOMA, $0.68 -> $0.74.

YARN.OL, Yara International ASA, ca. 183.00 NOK -> 218.00 NOK.

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#16) On November 20, 2009 at 11:17 PM, portefeuille (99.60) wrote:

SourceForge, Inc. Changes Its Name to Geeknet, Inc.

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#17) On November 28, 2009 at 3:53 AM, portefeuille (99.60) wrote:

add BION.SW. BION.SW is currently at ca. 73.10 CHF.

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#18) On November 30, 2009 at 8:54 PM, portefeuille (99.60) wrote:

add OMEX. OMEX is currently at ca. $1.41.

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#19) On December 03, 2009 at 5:15 AM, portefeuille (99.60) wrote:

add SGL.DE and ABBN.VX. SGL.DE is currently at ca. 22.52 EUR and ABBN.VX is currently at ca. 19.18 CHF.

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#20) On December 04, 2009 at 3:11 PM, Ummba (< 20) wrote:

i have a question portefeuille, so you have prices on your favs

what do those mean....

 

SPPI, Spectrum Pharmaceuticals, $4.21 -> $4.43.

SQNM, Sequenom Inc., $5.83 -> $4.13.

 

for example what does the first number mean and what does the second number mean....

 

sorry for my stupidity....

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#21) On December 04, 2009 at 6:34 PM, portefeuille (99.60) wrote:

The first is the price of the stock at the time I made the call, the second is the price at the time I made the list, where "price" is an "appropriate price".

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#22) On December 06, 2009 at 6:31 PM, portefeuille (99.60) wrote:

add ARRY. ARRY is currently at ca. $2.11.

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#23) On December 06, 2009 at 6:34 PM, portefeuille (99.60) wrote:

So the list is now

ABBN.VX, AIXG, ARRY, ATPG, BAS.DE, BAYN.DE, BION.SW, CDE, CRME, DAI, EMC, FACT, GLW, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, OMEX, ORTE.CA, PAH3.DE, PARD, QGEN, REP, RHIE, SA, SGL.DE, SPPI, SQNM, STEC, UCG.MI, VMW, VOW3.DE, XOMA, YAR.OL.

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#24) On December 10, 2009 at 4:06 PM, portefeuille (99.60) wrote:

add AGX.DE. AGX.DE is currently at ca. 8.23 (5.59 EUR).

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#25) On December 11, 2009 at 11:03 AM, portefeuille (99.60) wrote:

add BPSG. BPSG is currently at ca. $5.00.

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#26) On December 15, 2009 at 10:39 PM, portefeuille (99.60) wrote:

add HLCS. HLCS is currently at ca. $1.20.

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#27) On December 16, 2009 at 9:11 AM, portefeuille (99.60) wrote:

HLCS is currently at $1.01. A good time to buy, I guess!

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#28) On December 16, 2009 at 9:12 AM, portefeuille (99.60) wrote:

Helicos BioSciences Corporation Announces $6.4 Million Registered Direct Offering

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#29) On December 18, 2009 at 11:52 AM, portefeuille (99.60) wrote:

add VOW.DE. VOW.DE is currently at ca. 110.35 (77.30 EUR).

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#30) On December 18, 2009 at 11:53 AM, portefeuille (99.60) wrote:

the list.

ABBN.VX, AGX.DE, AIXG, ARRY, ATPG, BAS.DE, BAYN.DE, BION.SW, BPSG, CDE, CRME, DAI, EMC, FACT, GLW, HLCS, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, OMEX, ORTE.CA, PAH3.DE, PARD, QGEN, REP, RHIE, SA, SGL.DE, SPPI, SQNM, STEC, UCG.MI, VMW, VOW.DE, VOW3.DE, XOMA, YAR.OL.

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#31) On December 27, 2009 at 2:54 PM, portefeuille (99.60) wrote:

add NOVL (4.17).

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#32) On January 03, 2010 at 3:25 PM, portefeuille (99.60) wrote:

add NZ (9.69).

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#33) On January 03, 2010 at 3:27 PM, portefeuille (99.60) wrote:

and remove RHIE (0.31).

ABBN.VX, AGX.DE, AIXG, ARRY, ATPG, BAS.DE, BAYN.DE, BION.SW, BPSG, CDE, CRME, DAI, EMC, FACT, GLW, HLCS, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, NOVL, NZ, OMEX, ORTE.CA, PAH3.DE, PARD, QGEN, REP, SA, SGL.DE, SPPI, SQNM, STEC, UCG.MI, VMW, VOW.DE, VOW3.DE, XOMA, YAR.OL.

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#34) On January 03, 2010 at 3:42 PM, topsecret09 (36.83) wrote:

#33) On January 03, 2010 at 3:27 PM, portefeuille (99.96) wrote:   XOMA.....   Can they hold on long enough ? Buyout ?  I have followed them since 1997.........    TS

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#35) On January 13, 2010 at 9:41 PM, portefeuille (99.60) wrote:

add ARIA (2.41).

ABBN.VX, AGX.DE, AIXG, ARIA, ARRY, ATPG, BAS.DE, BAYN.DE, BION.SW, BPSG, CDE, CRME, DAI, EMC, FACT, GLW, HLCS, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, NOVL, NZ, OMEX, ORTE.CA, PAH3.DE, PARD, QGEN, REP, SA, SGL.DE, SPPI, SQNM, STEC, UCG.MI, VMW, VOW.DE, VOW3.DE, XOMA, YAR.OL.

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#36) On January 17, 2010 at 3:24 AM, portefeuille (99.60) wrote:

add NOK (13.25).

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#37) On January 17, 2010 at 10:21 AM, portefeuille (99.60) wrote:

add EXAS (4.06).

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#38) On January 23, 2010 at 9:49 PM, portefeuille (99.60) wrote:

add SWV.DE (18.05 (12.77 EUR)).

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#39) On February 06, 2010 at 1:34 AM, portefeuille (99.60) wrote:

add MYGN (22.09) and MYRX (4.27).

ABBN.VX, AGX.DE, AIXG, ARIA, ARRY, ATPG, BAS.DE, BAYN.DE, BION.SW, BPSG, CDE, CRME, DAI, EMC, EXAS, FACT, GLW, HLCS, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, MYRX, NOVL, NOK, NZ, OMEX, ORTE.CA, PAH3.DE, PARD, QGEN, REP, SA, SGL.DE, SPPI, SQNM, STEC, SWV.DE, UCG.MI, VMW, VOW.DE, VOW3.DE, XOMA, YAR.OL.

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#40) On February 06, 2010 at 1:36 AM, portefeuille (99.60) wrote:

ABBN.VX, AGX.DE, AIXG, ARIA, ARRY, ATPG, BAS.DE, BAYN.DE, BION.SW, BPSG, CDE, CRME, DAI, EMC, EXAS, FACT, GLW, HLCS, ISIS, JAV, KSB3.DE, LNUX, LXRX, MAIL, MYGN, MYRX, NOVL, NOK, NZ, OMEX, ORTE.CA, PAH3.DE, PARD, QGEN, REP, SA, SGL.DE, SPPI, SQNM, STEC, SWV.DE, UCG.MI, VMW, VOW.DE, VOW3.DE, XOMA, YAR.OL.

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#41) On February 09, 2010 at 2:18 AM, portefeuille (99.60) wrote:

add VECO (30.30).

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#42) On February 18, 2010 at 7:59 AM, portefeuille (99.60) wrote:

add HEI:GR (55.68 (41.01 EUR)).

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#43) On February 18, 2010 at 8:49 AM, portefeuille (99.60) wrote:

add XNPT (7.04).

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#44) On February 23, 2010 at 1:52 AM, portefeuille (99.60) wrote:

add BRCD (5.97).

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#45) On February 24, 2010 at 4:52 PM, portefeuille (99.60) wrote:

add ANDS (1.96).

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#46) On February 24, 2010 at 7:35 PM, portefeuille (99.60) wrote:

ABBN:VX, AGX:GR, AIXG, ANDS, ARIA, ARRY, ATPG, BAS:GR, BAYN:GR, BION:SW, BPSG, BRCD, CDE, CRME, DAI, EMC, EXAS, FACT, GLW, HEI:GR, HLCS, ISIS, JAV, KSB3:GR, LNUX, LXRX, MAIL, MYGN, MYRX, NOVL, NOK, NZ, OMEX, ORTE:EY, PAH3:GR, PARD, QGEN, REP, SA, SGL:GR, SPPI, SQNM, STEC, SWV:GR, UCG:IM, VECO, VMW, VOW:GR, VOW3:GR, XNPT, XOMA, YAR:NO.

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#47) On February 26, 2010 at 5:36 AM, portefeuille (99.60) wrote:

add GAM:SM (12.05 (8.86 EUR)).

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#48) On February 26, 2010 at 6:09 AM, portefeuille (99.60) wrote:

add MRK:GR (78.13 (57.43 EUR)).

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#49) On March 01, 2010 at 4:29 AM, portefeuille (99.60) wrote:

add ATLN:VX (43.83 (47.00 CHF)).

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#50) On March 19, 2010 at 9:38 PM, portefeuille (99.60) wrote:

add MOR:GR (22.21 (16.42 EUR)).

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#51) On March 28, 2010 at 4:51 PM, portefeuille (99.60) wrote:

add PBTH:US (3.98).

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#52) On March 29, 2010 at 12:36 PM, portefeuille (99.60) wrote:

continued here.

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