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portefeuille (99.59)

portefeuille

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February 11, 2010 – Comments (27)

part 4 of this post.

part 3 is here.

part 2 is here.

27 Comments – Post Your Own

#1) On February 11, 2010 at 7:44 PM, portefeuille (99.59) wrote:

#213) On March 15, 2009 at 5:12 PM, portefeuille (99.96) wrote: DNDN - 4.08 - outperform

31.09.

 

#214) On March 15, 2009 at 5:20 PM, portefeuille (99.96) wrote: VPHM - 4.58 - outperform

#614) On July 29, 2009 at 11:23 AM, portefeuille (99.96) wrote: VPHM - end outperform - 8.09 - new rating: market perform

9.86.

 

#215) On March 15, 2009 at 6:31 PM, portefeuille (99.96) wrote: GHDX - 19.95 - outperform

17.55.

 

#216) On March 15, 2009 at 6:33 PM, portefeuille (99.96) wrote: APPY - 1.75 - outperform

2.03.

 

#217) On March 15, 2009 at 6:41 PM, portefeuille (99.96) wrote: ARBA - 8.83 - outperform

11.62.

 

#218) On March 15, 2009 at 10:03 PM, portefeuille (99.96) wrote: HSII - 14.74 - outperform

#834) On October 27, 2009 at 1:34 PM, portefeuille8 (99.55) wrote: HSII - end outperform - 28.27 - new rating: market perform

26.49.

 

#219) On March 16, 2009 at 11:10 AM, portefeuille (99.96) wrote: FIG - 1.93 - outperform

4.08.

 

#220) On March 16, 2009 at 12:22 PM, portefeuille (99.96) wrote: TMRK - 2.34 - outperform

6.39.

 

#221) On March 16, 2009 at 1:29 PM, portefeuille (99.96) wrote: BIOS - 1.99 - outperform

#541) On July 11, 2009 at 9:06 AM, portefeuille (99.96) wrote: BIOS - end outperform - 5.54 - no new rating

6.85.

 

#222) On March 16, 2009 at 1:47 PM, portefeuille (99.96) wrote: FEED - 1.68 - outperform

4.46.

 

#223) On March 16, 2009 at 1:53 PM, portefeuille (99.96) wrote: LOCM - 1.80 - outperform

#584) On July 13, 2009 at 5:59 PM, portefeuille (99.96) wrote: LOCM - end outperform - 3.37 - no new rating

5.69.

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#2) On February 11, 2010 at 9:15 PM, portefeuille (99.59) wrote:

#224) On March 16, 2009 at 2:14 PM, portefeuille (99.96) wrote: MWW - 7.20 - outperform

14.38.

 

#225) On March 16, 2009 at 3:28 PM, portefeuille (99.96) wrote: WBMD - 23.16 - outperform

#872) On November 22, 2009 at 8:15 AM, portefeuille (99.96) wrote: WBMD - end outperform - 36.25 - new rating: market perform

39.00.

 

#226) On March 16, 2009 at 4:04 PM, portefeuille (99.96) wrote: S - 3.58 - outperform

3.26.

 

#227) On March 16, 2009 at 4:16 PM, portefeuille (99.96) wrote: MOT - 3.67 - outperform

#634) On July 30, 2009 at 5:25 PM, portefeuille (99.96) wrote: MOT - end outperform - 7.16 - new rating: market perform

6.85.

 

#228) On March 16, 2009 at 6:45 PM, portefeuille (99.96) wrote: SGLFF.PK - 26.05 (SGL.DE - 20.09 EUR) - outperform

27.44 (SGL:GR, 20.07 EUR).

 

SGL Group in Frankfurt trading.



enlarge

 

#229) On March 16, 2009 at 8:02 PM, portefeuille (99.96) wrote: ADX - 7.00 - outperform

#565) On July 13, 2009 at 7:04 AM, portefeuille (99.96) wrote: ADX - end outperform - 8.05 - no new rating

9.64.

 

#230) On March 17, 2009 at 1:16 PM, portefeuille (99.96) wrote: AA - 5.61 - outperform

13.58.

 

#231) On March 17, 2009 at 1:18 PM, portefeuille (99.96) wrote: BTU - 25.99 - outperform

#862) On November 22, 2009 at 7:31 AM, portefeuille (99.96) wrote: BTU - end outperform - 45.39 - new rating: market perform

44.01.

 

#232) On March 17, 2009 at 1:23 PM, portefeuille (99.96) wrote: CAT - 26.33 - outperform

#630) On July 30, 2009 at 4:47 PM, portefeuille (99.96) wrote: CAT - end outperform - 43.41 - new rating: market perform

#863) On November 22, 2009 at 7:41 AM, portefeuille (99.96) wrote: CAT - end market perform - 57.95 - no new rating

56.15.

 

#233) On March 17, 2009 at 1:26 PM, portefeuille (99.96) wrote: ATVI - 9.46 - outperform

11.07.

 

#234) On March 17, 2009 at 1:46 PM, portefeuille (99.96) wrote: ARA - 6.43 - outperform

#631) On July 30, 2009 at 4:50 PM, portefeuille (99.96) wrote: ARA - end outperform - 20.23 - new rating: market perform

VCP-Aracruz Merger Set to Proceed

for more on the merger see here.

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#3) On February 11, 2010 at 9:42 PM, portefeuille (99.59) wrote:

#235) On March 17, 2009 at 1:56 PM, portefeuille (99.96) wrote: MITI - 2.52 - outperform

#577) On July 13, 2009 at 9:45 AM, portefeuille (99.96) wrote: MITI - end outperform - 4.80 - no new rating

8.15.

 

#236) On March 17, 2009 at 3:10 PM, portefeuille (99.96) wrote: MT - 16.92 - outperform

#868) On November 22, 2009 at 8:00 AM, portefeuille (99.96) wrote: MT - end outperform - 37.88 - new rating: market perform

37.50.

 

#237) On March 17, 2009 at 3:33 PM, portefeuille (99.96) wrote: AVGN - 1.05 - outperform

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

MediciNova and Avigen Enter Into Definitive Agreement for Business Combination

SAN DIEGO and ALAMEDA, Calif., Aug. 21, 2009 (GLOBE NEWSWIRE) -- MediciNova, Inc., a biopharmaceutical company that is publicly traded on the Nasdaq Global Market (Nasdaq:MNOV) and the Hercules Market of the Osaka Securities Exchange (Code Number:4875) and Avigen, Inc. (Nasdaq:AVGN), a biopharmaceutical company, today announced that they have entered into a definitive merger agreement pursuant to which MediciNova's wholly-owned subsidiary will merge with and into Avigen. Completion of the transaction will permit the combination of the companies' broad neurological clinical development programs based on ibudilast (Avigen's AV-411 and MediciNova's MN-166).

Under the terms of the merger agreement, which has been approved by both companies' boards of directors, Avigen shareholders will have the right to elect to receive an amount currently estimated at approximately $1.24 per share in either cash or secured convertible notes to be issued by MediciNova. Approximately $1.19 of this consideration will be paid at the closing, and approximately $0.05 will be paid at June 30, 2010. As set forth in the merger agreement, both payments are subject to certain potential adjustments. The first payment is subject to adjustment based on activities related to the liquidation or sale of certain assets of Avigen in connection with the winding down of its operations prior to closing. The second payment is subject to upward adjustment based on savings in estimated expenses through closing and receipt of certain payments post-closing as well as downward adjustment in the event that closing liabilities exceed estimated liabilities through closing.

...

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

MediciNova Completes Acquisition of Avigen

MNOV closed on 02/11/10 at $7.00.

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#4) On February 12, 2010 at 1:50 AM, portefeuille (99.59) wrote:

#238) On March 17, 2009 at 3:59 PM, portefeuille (99.96) wrote: BEBE - 5.34 - outperform

#987) On February 12, 2010 at 1:29 AM, portefeuille (99.96) wrote: BEBE - end outperform - 7.61 - new rating: market perform

7.61.

 

#239) On March 17, 2009 at 4:03 PM, portefeuille (99.96) wrote: BFLY - 0.95 - outperform

#696) On August 10, 2009 at 1:34 PM, portefeuille (99.96) wrote: BFLY - end outperform - 2.00 - new rating: market perform

2.33.

 

#240) On March 17, 2009 at 4:06 PM, portefeuille (99.96) wrote: BIDZ - 3.48 - outperform

2.00.

bad call.

 

#241) On March 17, 2009 at 4:08 PM, portefeuille (99.96) wrote: TIF - 20.25 - outperform

#472) On April 25, 2009 at 1:12 AM, portefeuille (99.96) wrote: TIF - end outperform - 28.71 - no new rating

41.54.

 

#242) On March 17, 2009 at 4:09 PM, portefeuille (99.96) wrote: BID - 8.33 - outperform

#676) On August 07, 2009 at 2:24 PM, portefeuille (99.96) wrote: BID - end outperform - 16.00 - new rating: market perform

23.34.

 

#243) On March 17, 2009 at 4:14 PM, portefeuille (99.96) wrote: KNOT - 6.95 - outperform

9.53.

 

#244) On March 17, 2009 at 4:18 PM, portefeuille (99.96) wrote: NTES - 22.85 - outperform

#567) On July 13, 2009 at 7:56 AM, portefeuille (99.96) wrote: NTES - end outperform - 34.33 - no new rating

34.79.

 

#245) On March 17, 2009 at 4:36 PM, portefeuille (99.96) wrote: ICGE - 4.21 - outperform

#572) On July 13, 2009 at 8:10 AM, portefeuille (99.96) wrote: ICGE - end outperform - 6.74 - no new rating

6.50.

 

#246) On March 17, 2009 at 6:12 PM, portefeuille (99.96) wrote: FDX - 42.03 - outperform

#587) On July 13, 2009 at 6:06 PM, portefeuille (99.96) wrote: FDX - end outperform - 55.80 - no new rating

79.53.

 

#247) On March 17, 2009 at 6:59 PM, portefeuille (99.96) wrote: CREL - 1.91 - outperform

#843) On November 12, 2009 at 11:27 PM, portefeuille (99.96) wrote: CREL - end outperform - 4.02 - new rating: market perform

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

Corel Holdings Announces Successful Tender Offer and Commencement of Subsequent Offering Period

Subsequent Offering Period to Expire on Friday, December 4, 2009

Press Release Source: Vector Capital On Thursday November 26, 2009, 8:45 am EST

SAN FRANCISCO, CA--(Marketwire - 11/26/09) - Corel Holdings, L.P. ("CHLP"), a limited partnership controlled by an affiliate of Vector Capital, today announced that it has successfully completed its all-cash tender offer to purchase all outstanding common shares, no par value, of Corel Corporation (NASDAQ:CREL - News) (TSX:CRE - News), excluding the shares owned by CHLP and its affiliates, at U.S.$4.00 per share, net to the seller in cash, without interest and less applicable withholding taxes.

The number of shares tendered pursuant to the offer satisfies the non-waivable majority of the minority condition to the offer. The depositary for the tender offer, CIBC Mellon Trust Company, has advised CHLP that, as of the expiration of the initial offering period, a total of approximately 4,542,951 common shares of Corel Corporation were validly tendered (including shares subject to guaranteed delivery procedures) and not withdrawn, representing approximately 52% of the shares outstanding, excluding the shares owned by CHLP and its affiliates. All shares that were validly tendered and not withdrawn during the initial offering period have been accepted for payment.

CHLP has also announced that it is commencing a subsequent offering period of its tender offer to acquire all remaining common shares of Corel Corporation. This subsequent offering period will expire at 12:00 Midnight, New York City time, on Friday, December 4, 2009, unless extended.

Any shares validly tendered during this subsequent offering period will be immediately accepted for payment, and tendering shareholders will thereafter promptly be paid U.S.$4.00 in cash for each common share of Corel Corporation tendered, without interest and less applicable withholding taxes. This is the same amount per share that was offered and paid in the initial offering period.

The subsequent offering period enables holders of common shares of Corel Corporation who did not tender during the initial offering period to participate in the offer and receive the offer price on an expedited basis rather than waiting until the completion of the subsequent acquisition transaction described in the offer to purchase. Shares tendered during this subsequent offering period cannot be delivered by the guaranteed delivery procedure and may not be withdrawn. In addition, shares validly tendered during the initial offering period may not be withdrawn during the subsequent offering period.

Following the expiration of the subsequent offering period, CHLP intends to take steps as necessary to acquire all common shares not tendered in the offer at the same price per share as it paid in the offer, to de-register Corel Corporation as a public company and to thereby cause Corel Corporation to become a private company owned by CHLP.

...

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

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#5) On February 12, 2010 at 2:05 AM, portefeuille (99.59) wrote:

#248) On March 17, 2009 at 7:25 PM, portefeuille (99.96) wrote: THQI - 2.67 - outperform

#574) On July 13, 2009 at 8:13 AM, portefeuille (99.96) wrote: THQI - end outperform - 7.12 - no new rating

6.17.

 

#249) On March 17, 2009 at 7:33 PM, portefeuille (99.96) wrote: TTWO - 7.36 - outperform

9.86.

 

#250) On March 17, 2009 at 8:47 PM, portefeuille (99.96) wrote: CTCH - 1.85 - outperform

3.8915.

 

#251) On March 17, 2009 at 10:20 PM, portefeuille (99.96) wrote: AFFX - 2.65 - outperform

#621) On July 30, 2009 at 2:55 AM, portefeuille (99.96) wrote: AFFX - end outperform - 8.28 - new rating: market perform

7.29.

 

#252) On March 17, 2009 at 11:22 PM, portefeuille (99.96) wrote: ILMN - 34.33 - outperform

36.63.

 

#253) On March 18, 2009 at 12:06 AM, portefeuille (99.96) wrote: SBLK - 2.29 - outperform

2.70.

 

#254) On March 18, 2009 at 12:23 AM, portefeuille (99.96) wrote: LOGI - 9.42 - outperform

15.63.

 

#255) On March 18, 2009 at 12:39 AM, portefeuille (99.96) wrote: DE - 30.74 - outperform

#865) On November 22, 2009 at 7:50 AM, portefeuille (99.96) wrote: DE - end outperform - 50.83 - new rating: market perform

52.32.

 

#256) On March 18, 2009 at 11:23 AM, portefeuille (99.96) wrote: IFX - 0.79 - outperform

5.55 (IFX:GR, 4.06 EUR).

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#6) On February 12, 2010 at 2:36 AM, portefeuille (99.59) wrote:

#257) On March 18, 2009 at 12:18 PM, portefeuille (99.96) wrote: LLNW - 3.01 - outperform

3.60.

 

#258) On March 18, 2009 at 12:36 PM, portefeuille (99.96) wrote: ARTG - 2.47 - outperform

#566) On July 13, 2009 at 7:12 AM, portefeuille (99.96) wrote: ARTG - end outperform - 3.77 - no new rating

#988) On February 12, 2010 at 2:30 AM, portefeuille (99.96) wrote: ARTG - 3.92 - outperform

3.92.

 

#259) On March 18, 2009 at 1:08 PM, portefeuille (99.96) wrote: MGM - 2.92 - outperform

#488) On May 05, 2009 at 9:53 AM, portefeuille (99.96) wrote: MGM - end outperform - 11.15 - no new rating

#502) On May 14, 2009 at 12:31 PM, portefeuille (99.96) wrote: MGM - 8.10 - outperform

#780) On September 11, 2009 at 1:29 PM, portefeuille (99.96) wrote: MGM - end outperform - 11.92 - new rating: market perform

11.38.

 

#260) On March 18, 2009 at 8:07 PM, portefeuille (99.96) wrote: PG - 48.02 - outperform

#583) On July 13, 2009 at 5:53 PM, portefeuille (99.96) wrote: PG - end outperform - 52.96 - no new rating

61.96.

 

#261) On March 18, 2009 at 11:47 PM, portefeuille (99.96) wrote: KFN - 0.66 - outperform

#697) On August 10, 2009 at 3:11 PM, portefeuille (99.96) wrote: KFN - end outperform - 2.76 - new rating: market perform

6.09.

 

#262) On March 19, 2009 at 1:14 AM, portefeuille (99.96) wrote: LDK - 4.55 - outperform

6.60.

 

#263) On March 19, 2009 at 1:15 AM, portefeuille (99.96) wrote: DELL - 9.72 - outperform

#759) On August 27, 2009 at 7:32 PM, portefeuille (99.96) wrote: DELL - end outperform - 16.02 - new rating: market perform

13.95.

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#7) On February 12, 2010 at 6:42 PM, portefeuille (99.59) wrote:

#264) On March 20, 2009 at 11:24 AM, portefeuille (99.96) wrote: NTDOY.PK - 36.35 - outperform

34.49.

 

#265) On March 20, 2009 at 11:47 AM, portefeuille (99.96) wrote: HWD - 2.74 - outperform

#768) On September 03, 2009 at 2:14 PM, portefeuille (99.96) wrote: HWD - end outperform - 6.81 - new rating: market perform

#830) On October 19, 2009 at 11:10 AM, portefeuille (99.96) wrote: HWD - end market perform - 10.46 - no new rating

10.42.

 

#266) On March 20, 2009 at 12:20 PM, portefeuille (99.96) wrote: NGD - 1.99 - outperform

#727) On August 20, 2009 at 2:16 AM, portefeuille (99.96) wrote: NGD - end outperform - 3.44 - new rating: market perform

4.52.

 

#267) On March 20, 2009 at 12:44 PM, portefeuille (99.96) wrote: HRT - 2.34 - outperform

#788) On September 18, 2009 at 10:32 AM, portefeuille (99.96) wrote: HRT - end outperform - 4.15 - new rating: market perform

4.88.

 

#268) On March 20, 2009 at 12:56 PM, portefeuille (99.96) wrote: NGAS - 1.19 - outperform

#501) On May 13, 2009 at 3:15 PM, portefeuille (99.96) wrote: NGAS - end outperform - 2.46 - no new rating

1.65.

 

#269) On March 20, 2009 at 5:35 PM, portefeuille (99.96) wrote: CXR - 3.30 - outperform

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

Cox Enterprises, Inc. Completes Acquisition of Cox Radio, Inc.

PRNewswire
ATLANTA
(:CXR)

ATLANTA, May 29 /PRNewswire/ -- Cox Enterprises, Inc. announced today that its wholly-owned subsidiary, Cox Media Group, Inc., has completed its acquisition of Cox Radio pursuant to a short-form merger in which Cox Radio became an indirect, wholly-owned subsidiary of Cox Enterprises following the successful completion of its tender offer, which expired on Tuesday, May 19, 2009.

 

As a result of the merger, any outstanding shares of Class A common stock not purchased in the tender offer, other than those as to which appraisal rights are perfected and shares owned by Cox Media Group or held by Cox Radio in treasury, were converted into the right to receive $4.80 per share in cash, without interest. American Stock Transfer & Trust Company, as exchange agent for the merger, will mail to non-tendering stockholders materials to advise them of their rights and facilitate receipt of payment for their Cox Radio shares. We have been advised that trading in Cox Radio shares on the New York Stock Exchange will be suspended prior to the market opening on Monday, June 1st.

 

About Cox Enterprises (www.coxenterprises.com)

Cox Enterprises, Inc. is a leading communications, media and automotive services company. With revenues exceeding $15 billion and more than 77,000 employees, the company's major operating subsidiaries include Cox Communications, Inc. (cable television distribution, telephone, high-speed Internet access, commercial telecommunications, advertising solutions and the Travel Channel); Manheim, Inc. (vehicle auctions, repair and certification services and web-based technology products); Cox Media Group, Inc. (television stations, digital media, newspapers, advertising sales rep firms and Cox Radio, Inc.); and AutoTrader.com (online automotive classifieds and related publications). Additionally, Cox's Internet operations include Kudzu.com and Adify Corporation, a unit of Cox TMI, Inc.

SOURCE: Cox Enterprises, Inc.

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

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#8) On February 12, 2010 at 7:05 PM, portefeuille (99.59) wrote:

#270) On March 21, 2009 at 4:06 AM, portefeuille (99.96) wrote: CNQR - 18.97 - outperform

#864) On November 22, 2009 at 7:46 AM, portefeuille (99.96) wrote: CNQR - end outperform - 36.85 - new rating: market perform

38.74.

 

#271) On March 21, 2009 at 6:52 PM, portefeuille (99.96) wrote: PDS - 2.34 - outperform

#991) On February 12, 2010 at 11:50 AM, portefeuille (99.96) wrote: PDS - end outperform - 8.13 - new rating: market perform

8.16.

 

#272) On March 21, 2009 at 9:21 PM, portefeuille (99.96) wrote: YHOO - 13.63 - outperform

15.17.

 

#273) On March 21, 2009 at 9:50 PM, portefeuille (99.96) wrote: VOCS - 12.02 - outperform

15.00.

 

#275) On March 22, 2009 at 12:23 AM, portefeuille (99.96) wrote: ABB - 13.47 - outperform

17.87.

 

#276) On March 22, 2009 at 1:04 AM, portefeuille (99.96) wrote: BLC - 0.55 - outperform

#515) On May 25, 2009 at 9:58 AM, portefeuille (99.96) wrote: BLC - end outperform - 1.70 - no new rating

6.47.

 

#277) On March 22, 2009 at 1:18 AM, portefeuille (99.96) wrote: ARNA - 4.16 - outperform

#789) On September 18, 2009 at 12:38 PM, portefeuille (99.96) wrote: ARNA - end outperform - 5.60 - new rating: market perform

#993) On February 12, 2010 at 7:03 PM, portefeuille12 (95.09) wrote: ARNA - end market perform - 3.24 - outperform

3.24.

 

#278) On March 22, 2009 at 1:20 AM, portefeuille (99.96) wrote: VVUS - 4.36 - outperform

8.65.

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#9) On February 12, 2010 at 8:09 PM, portefeuille (99.59) wrote:

#279) On March 22, 2009 at 2:04 AM, portefeuille (99.96) wrote: NVDA - 9.55 - outperform

#894) On December 07, 2009 at 2:21 PM, portefeuille (99.96) wrote: NVDA - end outperform - 16.13 - new rating: market perform

17.35.

 

#280) On March 22, 2009 at 3:05 AM, portefeuille (99.96) wrote: IACI - 14.72 - outperform

#994) On February 12, 2010 at 7:22 PM, portefeuille (99.96) wrote: IACI - end outperform - 21.54 - new rating: market perform

21.54.

 

#281) On March 22, 2009 at 3:29 AM, portefeuille (99.96) wrote: EBAY - 12.09 - outperform

#603) On July 23, 2009 at 7:57 PM, portefeuille (99.96) wrote: EBAY - end outperform - 21.16 - no new rating

21.77.

 

#282) On March 22, 2009 at 3:45 AM, portefeuille (99.96) wrote: ENZ - 3.93 - outperform

#791) On September 18, 2009 at 3:58 PM, portefeuille (99.96) wrote: ENZ - end outperform - 7.05 - new rating: market perform

#995) On February 12, 2010 at 7:30 PM, portefeuille (99.96) wrote: ENZ - end market perform - 5.09 - outperform

5.09.

 

#283) On March 22, 2009 at 3:51 AM, portefeuille (99.96) wrote: ENZN - 6.09 - outperform

9.13.

 

#284) On March 22, 2009 at 7:48 PM, portefeuille (99.96) wrote: GIS - 47.05 - outperform

#586) On July 13, 2009 at 6:04 PM, portefeuille (99.96) wrote: GIS - end outperform - 59.09 - no new rating

69.49.

 

#285) On March 22, 2009 at 8:06 PM, portefeuille (99.96) wrote: HEN3.F - 26.03 (19.12 EUR) - outperform

49.88 (HEN3:GR, 36.59 EUR).

 

Henkel in Frankfurt trading.



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#10) On February 12, 2010 at 8:57 PM, portefeuille (99.59) wrote:

#286) On March 23, 2009 at 3:37 AM, portefeuille (99.96) wrote: OMEX - 3.49 - outperform

1.39.

bad call so far. I still like OMEX.

 

#287) On March 23, 2009 at 3:45 AM, portefeuille (99.96) wrote: OPWV - 0.90 - outperform

#543) On July 11, 2009 at 9:16 AM, portefeuille (99.96) wrote: OPWV - end outperform - 2.17 - no new rating

2.34.

 

#288) On March 23, 2009 at 4:14 AM, portefeuille (99.96) wrote: PEIX - 0.48 - outperform

#895) On December 07, 2009 at 2:24 PM, portefeuille (99.96) wrote: PEIX - end outperform - 0.90 - new rating: market perform

#937) On January 08, 2010 at 2:14 PM, portefeuille (99.96) wrote: PEIX - end market perform - 1.22 - no new rating

1.98.

 

#289) On March 23, 2009 at 6:22 AM, portefeuille (99.96) wrote: SFLY - 8.34 - outperform Report this comment

#632) On July 30, 2009 at 4:54 PM, portefeuille (99.96) wrote: SFLY - end outperform - 15.75 - new rating: market perform

#996) On February 12, 2010 at 8:33 PM, portefeuille (99.96) wrote: SFLY - end market perform - 19.22 - no new rating

19.22.

 

#290) On March 23, 2009 at 6:42 AM, portefeuille (99.96) wrote: ENWV - 1.71 - outperform

#756) On August 27, 2009 at 1:39 PM, portefeuille (99.96) wrote: ENWV - end outperform - 2.82 - new rating: market perform

2.46.

 

#291) On March 23, 2009 at 6:48 AM, portefeuille (99.96) wrote: OPTV - 1.40 - outperform

1.52.

 

#292) On March 23, 2009 at 7:52 AM, portefeuille (99.96) wrote: FFIV - 20.61 - outperform

#573) On July 13, 2009 at 8:12 AM, portefeuille (99.96) wrote: FFIV - end outperform - 33.52 - no new rating

#997) On February 12, 2010 at 8:53 PM, portefeuille (99.96) wrote: FFIV - 55.35 - outperform

55.35.

 

#293) On March 23, 2009 at 7:57 AM, portefeuille (99.96) wrote: RDWR - 5.40 - outperform

16.85.

 

#294) On March 23, 2009 at 8:05 AM, portefeuille (99.96) wrote: BRCD - 2.98 - outperform

6.59.

 

#295) On March 23, 2009 at 8:31 AM, portefeuille (99.96) wrote: RSTI - 14.70 - outperform

20.09.

 

#296) On March 23, 2009 at 8:37 AM, portefeuille (99.96) wrote: ELN - 5.48 - outperform

6.99.

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#11) On February 12, 2010 at 9:27 PM, portefeuille (99.59) wrote:

#297) On March 23, 2009 at 9:39 AM, portefeuille (99.96) wrote: CRNT - 4.76 - outperform

#568) On July 13, 2009 at 7:57 AM, portefeuille (99.96) wrote: CRNT - end outperform - 6.56 - no new rating

11.86.

 

#298) On March 23, 2009 at 9:51 AM, portefeuille (99.96) wrote: CTXS - 23.09 - outperform

43.16.

 

#299) On March 23, 2009 at 10:25 AM, portefeuille (99.96) wrote: AFAM - 16.04 - outperform

#861) On November 22, 2009 at 7:29 AM, portefeuille (99.96) wrote: AFAM - end outperform - 36.06 - new rating: market perform

35.78.

 

#300) On March 23, 2009 at 10:47 AM, portefeuille (99.96) wrote: SAM - 18.67 - outperform

#569) On July 13, 2009 at 8:04 AM, portefeuille (99.96) wrote: SAM - end outperform -29.14 - no new rating

45.70.

 

#301) On March 24, 2009 at 2:50 PM, portefeuille (99.96) wrote: SEED - 2.37 - outperform

#884) On November 24, 2009 at 10:20 AM, portefeuille (99.96) wrote: SEED - end outperform - 11.44 - new rating: market perform

8.80.

 

#302) On March 24, 2009 at 9:02 PM, portefeuille (99.96) wrote: CYTX - 1.79 - outperform

#931) On January 04, 2010 at 2:06 AM, portefeuille (99.96) wrote: CYTX - end outperform - 6.10 - new rating: market perform

7.38.

 

#303) On March 24, 2009 at 9:17 PM, portefeuille (99.96) wrote: CRXX - 0.62 - outperform

#710) On August 14, 2009 at 6:04 PM, portefeuille (99.96) wrote: CRXX - end outperform - 1.25 - new rating: market perform

#782) On September 14, 2009 at 1:34 PM, portefeuille (99.96) wrote: CRXX - 1.84 - outperform

1.29.

 

#304) On March 24, 2009 at 9:59 PM, portefeuille (99.96) wrote: CERS - 0.63 - outperform

#602) On July 23, 2009 at 7:07 PM, portefeuille (99.96) wrote: CERS - end outperform - 1.80 - no new rating

2.23.

 

#305) On March 24, 2009 at 11:04 PM, portefeuille (99.96) wrote: EPIX - 0.44 - outperform

0.014 (EPIX:US).

bad call. bad bad call. grrrrrrrrr ........

Epix Pharmaceuticals is latest biotech to fall

Epix Pharmaceuticals, Inc. Announces a Successful Auction Sale of Five Drug Program Intellectual Properties on September 30, 2009

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#12) On February 12, 2010 at 9:35 PM, portefeuille (99.59) wrote:



enlarge

 

#306) On March 25, 2009 at 1:40 AM, portefeuille (99.96) wrote: ADLS - 0.23 - outperform

0.1599 (ADLS:US).

 



enlarge

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#13) On February 13, 2010 at 4:29 PM, portefeuille (99.59) wrote:

#307) On March 25, 2009 at 1:46 AM, portefeuille (99.96) wrote: IMMU - 0.96 - outperform

#548) On July 11, 2009 at 9:41 AM, portefeuille (99.96) wrote: IMMU - end outperform - 2.43 - no new rating

3.02.

 

#308) On March 25, 2009 at 5:28 AM, portefeuille (99.96) wrote: GLG - 2.42 - outperform

2.70.

 

#309) On March 25, 2009 at 5:30 AM, portefeuille (99.96) wrote: BX - 8.52 - outperform

#685) On August 08, 2009 at 5:16 AM, portefeuille (99.96) wrote: BX - end outperform - 14.36 - new rating: market perform

12.82.

 

#310) On March 25, 2009 at 5:33 AM, portefeuille (99.96) wrote: OZM - 6.31 - outperform

13.31.

 

#311) On March 25, 2009 at 6:20 AM, portefeuille (99.96) wrote: IRL - 4.10 - outperform

6.57.

 

#312) On March 25, 2009 at 6:35 AM, portefeuille (99.96) wrote: AIB - 1.65 (0.61 EUR*2) - outperform

#521) On June 02, 2009 at 1:20 PM, portefeuille (99.96) wrote: AIB - end outperform - 5.12 - no new rating

538) On July 08, 2009 at 11:45 AM, portefeuille (99.96) wrote: AIB - 3.93 - outperform

3.19.

 

#313) On March 25, 2009 at 9:20 AM, portefeuille (99.96) wrote: IBB - 65.64 - outperform

84.25.

 

#314) On March 25, 2009 at 9:53 AM, portefeuille (99.96) wrote: SGMO - 4.42 - outperform

#748) On August 25, 2009 at 4:01 PM, portefeuille (99.96) wrote: SGMO - end outperform - 7.21 - new rating: market perform

5.33.

 

#315) On March 25, 2009 at 10:06 AM, portefeuille (99.96) wrote: ANSV - 0.28 - outperform

#1003) On February 13, 2010 at 4:28 PM, portefeuille (99.96) wrote: ANSV:US - end outperform - 0.057 - no new rating

0.057 (ANSV:US).

Anesiva Announces Merger With Arcion Therapeutics Will Not be Completed

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#14) On February 13, 2010 at 6:46 PM, portefeuille (99.59) wrote:



enlarge

 

#316) On March 25, 2009 at 10:21 AM, portefeuille (99.96) wrote: MAC - 7.30 - outperform

#665) On August 06, 2009 at 2:13 AM, portefeuille (99.96) wrote: MAC - end outperform - 23.25 - new rating: market perform

#918) On December 23, 2009 at 5:48 PM, portefeuille (99.96) wrote: MAC - end market perform - 36.50 - no new rating

30.85.

 

#317) On March 25, 2009 at 11:00 AM, portefeuille (99.96) wrote: DRYS - 4.80 - outperform

5.44.

 

#318) On March 25, 2009 at 6:30 PM, portefeuille (99.96) wrote: SFSF - 7.56 - outperform

#588) On July 13, 2009 at 6:13 PM, portefeuille (99.96) wrote: SFSF - end outperform - 9.11 - no new rating

17.14.

 

#319) On March 25, 2009 at 7:12 PM, portefeuille (99.96) wrote: QCOR - 4.45 - outperform

4.45.

 

#320) On March 25, 2009 at 7:42 PM, portefeuille (99.96) wrote: CPD - 4.65 - outperform

4.49.

 

#321) On March 25, 2009 at 8:05 PM, portefeuille (99.96) wrote: CYPB - 7.56 - outperform

5.15.

 

#322) On March 25, 2009 at 9:10 PM, portefeuille (99.96) wrote: GENZ - 56.71 - outperform

55.73.

 

#323) On March 25, 2009 at 9:54 PM, portefeuille (99.96) wrote: DYAX - 2.70 - outperform

3.33.

 

#324) On March 25, 2009 at 10:37 PM, portefeuille (99.96) wrote: ALXA - 2.25 - outperform

2.80.

 

#325) On March 26, 2009 at 8:21 AM, portefeuille (99.96) wrote: IPSU - 6.40 - outperform

#666) On August 06, 2009 at 2:44 AM, portefeuille (99.96) wrote: IPSU - end outperform - 14.26 - new rating: market perform

14.75.

 

#326) On March 26, 2009 at 8:33 AM, portefeuille (99.96) wrote: AHD - 1.36 - outperform

#695) On August 10, 2009 at 1:07 PM, portefeuille (99.96) wrote: AHD - end outperform - 4.42 - new rating: market perform

#930) On January 01, 2010 at 5:45 AM, portefeuille (99.96) wrote: AHD - end market perform - 6.78 - no new rating

5.76.

 

#327) On March 26, 2009 at 8:38 AM, portefeuille (99.96) wrote: UIS - 0.50 - outperform

#661) On August 06, 2009 at 1:36 AM, portefeuille (99.96) wrote: UIS - end outperform - 2.11 - new rating: market perform

34.87 (1 for 10 stock split on 10/26/09).

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#15) On February 13, 2010 at 8:48 PM, portefeuille (99.59) wrote:

#328) On March 26, 2009 at 8:57 AM, portefeuille (99.96) wrote: PMI - 0.66 - outperform

#656) On August 05, 2009 at 10:10 AM, portefeuille (99.96) wrote: PMI - end outperform - 3.47 - new rating: market perform

2.41.

 

#329) On March 26, 2009 at 9:04 AM, portefeuille (99.96) wrote: SLM - 3.70 - outperform

#546) On July 11, 2009 at 9:34 AM, portefeuille (99.96) wrote: SLM - end outperform - 9.08 - no new rating

10.92.

 

#330) On March 26, 2009 at 9:11 AM, portefeuille (99.96) wrote: XL - 5.72 - outperform

#660) On August 06, 2009 at 1:34 AM, portefeuille (99.96) wrote: XL - end outperform - 14.58 - new rating: market perform

17.64.

 

#331) On March 26, 2009 at 9:20 AM, portefeuille (99.96) wrote: XTXI - 1.88 - outperform

#801) On September 23, 2009 at 1:18 PM, portefeuille (99.96) wrote: XTXI - end outperform - 6.12 - new rating: market perform

7.53.

 

#332) On March 26, 2009 at 9:33 AM, portefeuille (99.96) wrote: ABK - 0.92 - outperform

#757) On August 27, 2009 at 2:10 PM, portefeuille (99.96) wrote: ABK - end outperform - 1.57 - new rating: market perform

0.60.

 

#333) On March 26, 2009 at 10:21 AM, portefeuille (99.96) wrote: BK - 27.57 - outperform

27.05.

 

#334) On March 26, 2009 at 10:22 AM, portefeuille (99.96) wrote: JPM - 28.23 - outperform

#687) On August 08, 2009 at 5:23 AM, portefeuille (99.96) wrote: JPM - end outperform - 42.32 - new rating: market perform

#1004) On February 13, 2010 at 8:41 PM, portefeuille (99.96) wrote: JPM - end market perform - 38.95 - new rating: outperform

38.95.

 

#335) On March 26, 2009 at 10:29 AM, portefeuille (99.96) wrote: BQI - 0.81 - outperform

0.69.

 

#336) On March 26, 2009 at 10:40 AM, portefeuille (99.96) wrote: DDR - 2.42 - outperform

#686) On August 08, 2009 at 5:18 AM, portefeuille (99.96) wrote: DDR - end outperform - 8.19 - new rating: market perform

9.25.

 

#337) On March 26, 2009 at 10:47 AM, portefeuille (99.96) wrote: CSR - 3.82 - outperform

7.04.

 

#338) On March 26, 2009 at 10:58 AM, portefeuille (99.96) wrote: GTI - 6.58 - outperform

#639) On July 31, 2009 at 10:46 PM, portefeuille (99.96) wrote: GTI - end outperform - 13.73 - new rating: market perform

12.31.

 

#339) On March 26, 2009 at 11:03 AM, portefeuille (99.96) wrote: STI - 12.71 - outperform

#663) On August 06, 2009 at 1:57 AM, portefeuille (99.96) wrote: STI - end outperform - 21.42 - new rating: market perform

22.37.

 

#340) On March 26, 2009 at 11:07 AM, portefeuille (99.96) wrote: STP - 10.71 - outperform

13.48.

 

#341) On March 26, 2009 at 12:40 PM, portefeuille (99.96) wrote: TAN - 7.52 - outperform

8.33.

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#16) On February 15, 2010 at 2:25 PM, portefeuille (99.59) wrote:

#342) On March 26, 2009 at 12:41 PM, portefeuille (99.96) wrote: JASO - 3.65 - outperform

5.12.

 

#343) On March 26, 2009 at 12:46 PM, portefeuille (99.96) wrote: CSUN - 3.38 - outperform

4.40.

 

#344) On March 26, 2009 at 12:47 PM, portefeuille (99.96) wrote: CSIQ - 6.06 - outperform

#659) On August 06, 2009 at 1:32 AM, portefeuille (99.96) wrote: CSIQ - end outperform - 16.12 - new rating: market perform

23.00.

 

#345) On March 26, 2009 at 1:00 PM, portefeuille (99.96) wrote: ADCT - 3.93 - outperform

6.65.

 

#346) On March 26, 2009 at 1:03 PM, portefeuille (99.96) wrote: ESLR - 2.01 - outperform

1.22.

 

#347) On March 26, 2009 at 1:05 PM, portefeuille (99.96) wrote: MU - 4.22 - outperform

8.44.

 

#348) On March 26, 2009 at 1:07 PM, portefeuille (99.96) wrote: SKS - 2.02 - outperform

#473) On April 25, 2009 at 1:14 AM, portefeuille (99.96) wrote: SKS - end outperform - 5.02 - no new rating

6.77.

 

#349) On March 26, 2009 at 1:09 PM, portefeuille (99.96) wrote: RVBD - 14.25 - outperform

#589) On July 13, 2009 at 6:17 PM, portefeuille (99.96) wrote: RVBD - end outperform - 22.39 - no new rating

26.33.

 

#350) On March 26, 2009 at 1:26 PM, portefeuille (99.96) wrote: HTM - 0.81 - outperform

#667) On August 06, 2009 at 2:46 AM, portefeuille (99.96) wrote: HTM - end outperform - 1.75 - new rating: market perform

1.31.

 

#351) On March 26, 2009 at 1:35 PM, portefeuille (99.96) wrote: AOB - 4.16 - outperform

4.22.

 

#352) On March 26, 2009 at 1:45 PM, portefeuille (99.96) wrote: CGV - 12.50 - outperform

#1005) On February 15, 2010 at 2:24 PM, portefeuille (99.96) wrote: CGV - end outperform - 24.20 (GA:FP, 17.80 EUR) - new rating: market perform

24.20 (GA:FP, 17.80 EUR).

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#17) On February 15, 2010 at 4:50 PM, portefeuille (99.59) wrote:

#353) On March 26, 2009 at 1:58 PM, portefeuille (99.96) wrote: CEDC - 12.65 - outperform

#658) On August 05, 2009 at 11:49 PM, portefeuille (99.96) wrote: CEDC - end outperform - 33.41 - new rating: market perform

32.33.

 

#354) On March 26, 2009 at 2:45 PM, portefeuille (99.96) wrote: BRY - 12.54 - outperform

#873) On November 22, 2009 at 8:20 AM, portefeuille (99.96) wrote: BRY - end outperform - 26.43 - new rating: market perform

27.43.

 

#355) On March 26, 2009 at 3:00 PM, portefeuille (99.96) wrote: OPY - 11.06 - outperform

#547) On July 11, 2009 at 9:37 AM, portefeuille (99.96) wrote: OPY - end outperform - 21.11 - no new rating

#1006) On February 15, 2010 at 3:58 PM, portefeuille (99.96) wrote: OPY - 25.48 - outperform

25.48.

 

#356) On March 26, 2009 at 3:07 PM, portefeuille (99.96) wrote: TCX - 0.32 - outperform

#1007) On February 15, 2010 at 4:03 PM, portefeuille (99.96) wrote: TCX - end outperform - 0.67 - new rating: market perform

0.67.

 

#357) On March 26, 2009 at 3:16 PM, portefeuille (99.96) wrote: TGB - 1.42 - outperform

#832) On October 22, 2009 at 6:17 PM, portefeuille (99.96) wrote: TGB - end outperform - 3.09 - new rating: market perform

4.39.

 

#358) On March 26, 2009 at 3:20 PM, portefeuille (99.96) wrote: HPY - 6.87 - outperform

#576) On July 13, 2009 at 9:44 AM, portefeuille (99.96) wrote: HPY - end outperform - 9.03 - no new rating

15.26.

 

#359) On March 26, 2009 at 3:32 PM, portefeuille (99.96) wrote: SWIR - 3.63 - outperform

#633) On July 30, 2009 at 5:05 PM, portefeuille (99.96) wrote: SWIR - end outperform - 7.00 - new rating: market perform

#935) On January 06, 2010 at 12:57 AM, portefeuille (99.96) wrote: SWIR - end market perform - 11.83 - no new rating

9.18.

 

#360) On March 26, 2009 at 3:35 PM, portefeuille (99.96) wrote: TSL - 12.05 - outperform

#662) On August 06, 2009 at 1:40 AM, portefeuille (99.96) wrote: TSL - end outperform - 29.24 - new rating: market perform

#878) On November 22, 2009 at 9:06 AM, portefeuille (99.96) wrote: TSL - end market perform - 44.46 - no new rating

24.33.

 

#361) On March 26, 2009 at 5:23 PM, portefeuille (99.96) wrote: CEP - 1.68 - outperform

#934) On January 04, 2010 at 10:39 PM, portefeuille (99.96) wrote: CEP - end outperform - 4.28 - new rating: market perform

4.12.

 

#362) On March 26, 2009 at 5:32 PM, portefeuille (99.96) wrote: ACN - 28.80 - outperform

40.49.

 

#363) On March 26, 2009 at 5:53 PM, portefeuille (99.96) wrote: MEE - 12.01 - outperform

#664) On August 06, 2009 at 2:08 AM, portefeuille (99.96) wrote: MEE - end outperform - 28.00 - new rating: market perform

#876) On November 22, 2009 at 8:41 AM, portefeuille (99.96) wrote: MEE - end market perform - 37.99 - no new rating

42.06.

 

#364) On March 26, 2009 at 6:03 PM, portefeuille (99.96) wrote: PCX - 4.53 - outperform

#743) On August 24, 2009 at 12:26 PM, portefeuille (99.96) wrote: PCX - end outperform - 10.55 - new rating: market perform

#919) On December 23, 2009 at 5:52 PM, portefeuille (99.96) wrote: PCX - end market perform - 16.10 - no new rating

16.07.

 

#365) On March 26, 2009 at 7:17 PM, portefeuille (99.96) wrote: PDC - 4.01 - outperform

#809) On September 30, 2009 at 4:49 PM, portefeuille (99.96) wrote: PDC - end outperform - 7.34 - new rating: market perform

8.70.

 

#366) On March 26, 2009 at 8:13 PM, portefeuille (99.96) wrote: STEM - 1.73 - outperform

1.22.

 

#367) On March 26, 2009 at 8:50 PM, portefeuille (99.96) wrote: SUPG - 1.77 - outperform

2.83.

 

#368) On March 27, 2009 at 11:13 AM, portefeuille (99.96) wrote: DWSN - 14.86 - outperform

23.59.

 

#369) On March 27, 2009 at 12:07 PM, portefeuille (99.96) wrote: KHD - 7.00 - outperform

#875) On November 22, 2009 at 8:39 AM, portefeuille (99.96) wrote: KHD - end outperform - 11.58 - new rating: market perform

13.00.

 

#370) On March 27, 2009 at 12:13 PM, portefeuille (99.96) wrote: TTES - 12.37 - outperform

#879) On November 22, 2009 at 9:08 AM, portefeuille (99.96) wrote: TTES - end outperform - 22.72 - new rating: market perform

23.11.

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#18) On February 15, 2010 at 5:29 PM, portefeuille (99.59) wrote:

#371) On March 27, 2009 at 12:14 PM, portefeuille (99.96) wrote: QTM - 0.76 - outperform

#877) On November 22, 2009 at 8:58 AM, portefeuille (99.96) wrote: QTM - end outperform - 2.51 - new rating: market perform

2.53.

 

#372) On March 27, 2009 at 12:16 PM, portefeuille (99.96) wrote: USO - 30.77 - outperform

#1008) On February 15, 2010 at 5:03 PM, portefeuille (99.96) wrote: USO - end outperform - 36.31 - new rating: market perform

36.31.

 

#373) On March 27, 2009 at 12:21 PM, portefeuille (99.96) wrote: XLE - 44.77 - outperform

#1009) On February 15, 2010 at 5:05 PM, portefeuille (99.96) wrote: XLE - end outperform - 55.59 - new rating: market perform

55.59.

 

#374) On March 27, 2009 at 12:47 PM, portefeuille (99.96) wrote: IX - 18.96 - outperform

#1010) On February 15, 2010 at 5:15 PM, portefeuille (99.96) wrote: IX - end outperform - 37.62 (8591:JP, 6770 JPY * 0.5) - new rating: market perform

37.62.

 

#375) On March 27, 2009 at 1:03 PM, portefeuille (99.96) wrote: LXS.DE - 17.60 (13.25 EUR) - outperform

36.33 (LXS:GR, 26.72 EUR).

 

#376) On March 27, 2009 at 1:17 PM, portefeuille (99.96) wrote: LMC - 1.55 - outperform

#874) On November 22, 2009 at 8:37 AM, portefeuille (99.96) wrote: LUN.TO (LMC) - end outperform - 4.42 (4.74 CAD) - new rating: market perform

4.10 (LUN:CN, 4.30 CAD).

Report this comment
#19) On February 15, 2010 at 7:18 PM, portefeuille (99.59) wrote:

#377) On March 27, 2009 at 1:48 PM, portefeuille (99.96) wrote: FNSR - 0.44 - outperform

#752) On August 26, 2009 at 12:05 PM, portefeuille (99.96) wrote: FNSR - end outperform - 0.82 - new rating: market perform

1 for 8 stock split on 09/28/09. 

#1011) On February 15, 2010 at 6:41 PM, portefeuille (99.96) wrote: FNSR - end market perform - 11.40 - new rating: outperform

11.40.

 

#378) On March 27, 2009 at 1:55 PM, portefeuille (99.96) wrote: OPXT - 1.71 - outperform

#735) On August 21, 2009 at 2:21 PM, portefeuille (99.96) wrote: OPXT - end outperform - 2.65 - new rating: market perform

#1012) On February 15, 2010 at 6:51 PM, portefeuille (99.96) wrote: OPXT - end market perform - 1.83 - new rating: outperform

1.83.

 

#379) On March 27, 2009 at 1:59 PM, portefeuille (99.96) wrote: ANVX - 1.77 - outperform

(AVNX. not ANVX)

#380) On March 27, 2009 at 2:05 PM, portefeuille (99.96) wrote: BKHM - 0.42 - outperform

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

Bookham and Avanex Close Merger

SAN JOSE, Calif., - April 27, 2009 - Bookham, Inc. (NASDAQ: BKHM), and Avanex Corporation (NASDAQ: AVNX), today announced they have closed their merger, thereby creating one of the largest suppliers of optical components, modules and subsystems to the long-haul and metro telecommunications markets. Also announced today, the newly combined company will be named Oclaro, Inc. The "Oclaro" name was created through a combination of the words "Optical" and "Clarity," to communicate Oclaro's bold clarity of vision and focus on photonics innovation with a complete portfolio of technology, components, modules and subsystems for fiber optic communications. The company's stock will trade on the NASDAQ Global Market with the stock symbol "OCLR," beginning at the start of trading on April 28, 2009.

"The closing of this merger is a significant milestone in our quest to be a predominant force in the fiber optics industry," said Alain Couder, president and CEO, Oclaro. "By uniting the best components expertise of Bookham with the modules and subsystems best expertise of Avanex, Oclaro has the necessary products and technologies under one roof to become a market setter in the future of the fiber optic market."

Oclaro is well positioned to serve the fast-growing telecommunications market, where new applications such as video streaming, social networking, and cloud computing are driving ever-increasing Internet traffic, with a strong demand for more throughput and performance. Oclaro, through the combination of Bookham and Avanex, now has the core technologies to capitalize on that anticipated growth. In addition, the company has a strategy to leverage its core technologies to expand into adjacent markets, including industrial, defense, life sciences, semiconductor, and scientific, with diversification providing both the potential for significant new revenue streams and strategic technological advantage.

"The completion of this transaction is a big step forward for the optical components industry, and one we believe will produce a company capable of thriving in a rapidly consolidating industry," commented Andrew Schmitt, Directing Analyst, Optical, at Infonetics Research. "The combined product portfolios and customer bases of Bookham and Avanex should see Oclaro positioned as one of the market leaders in metro and long-haul networks, with combined revenues placing the company firmly in the tier 1 bracket."

Under the terms of the merger agreement, Avanex shareholders will receive, at a fixed exchange ratio, 5.426 shares of Bookham common stock for every share of Avanex common stock. As of the close of today's trading, Avanex's stock will no longer trade on the NASDAQ stock market. In two separate special shareholder meetings shareholders overwhelmingly supported the merger with 95.79% of the total Bookham shareholders' votes cast approving the issuance of shares in the merger, and 98.73% of the total Avanex shareholders' votes cast approving the merger.

In addition to approving the proposed merger with Avanex, Bookham's shareholders approved an amendment to Bookham's restated certificate of incorporation to increase the number of authorized shares of Bookham common stock to 450,000,000 shares (on a pre-reverse stock split basis); and approved the proposal to amend Bookham's restated certificate of incorporation that, upon Board approval, would effect a reverse stock split of the issued and outstanding shares of Bookham (now Oclaro) common stock (within a certain range) and a corresponding proportionate reduction in the total number of authorized shares of Bookham (now Oclaro) common stock and preferred stock.

...

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

AVNX -> 5.426 BKHM -> 5.426 OCLR.

OCLR closed on 02/12/10 at $1.97.

5.426 * $1.97 ≈ $10.69.

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#20) On February 15, 2010 at 8:01 PM, portefeuille (99.59) wrote:

#578) On July 13, 2009 at 10:04 AM, portefeuille (99.96) wrote: OCLR - 0.555 - outperform

#822) On October 11, 2009 at 1:22 AM, portefeuille (99.96) wrote: OCLR - end outperform - 1.15 - new rating: market perform

#1013) On February 15, 2010 at 7:48 PM, portefeuille (99.96) wrote: OCLR - end market perform - 1.97 - new rating: outperform

1.97.

 

#381) On March 27, 2009 at 7:49 PM, portefeuille (99.96) wrote: RJA - 6.91 - outperform

#1014) On February 15, 2010 at 7:57 PM, portefeuille (99.96) wrote: RJA - end outperform - 7.44 - new rating: market perform

7.44.

 

#382) On March 27, 2009 at 7:55 PM, portefeuille (99.96) wrote: JJG - 37.51 - outperform

#1015) On February 15, 2010 at 7:59 PM, portefeuille (99.96) wrote: JJG - end outperform - 36.26 - new rating: market perform

36.26.

 

#383) On March 27, 2009 at 8:07 PM, portefeuille (99.96) wrote: DBA - 23.85 - outperform

#1016) On February 15, 2010 at 8:01 PM, portefeuille (99.96) wrote: DBA - end outperform - 25.41 - new rating: market perform

25.41.

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#21) On February 15, 2010 at 10:00 PM, portefeuille (99.59) wrote:

#384) On March 27, 2009 at 8:21 PM, portefeuille (99.96) wrote: APC - 41.01 - outperform

65.32.

 

#385) On March 27, 2009 at 8:41 PM, portefeuille (99.96) wrote: DVN - 45.89 - outperform

67.08.

 

#386) On March 27, 2009 at 8:42 PM, portefeuille (99.96) wrote: APA - 65.97 - outperform

99.58.

 

#387) On March 27, 2009 at 9:10 PM, portefeuille (99.96) wrote: MOO - 29.77 - outperform

#1017) On February 15, 2010 at 9:47 PM, portefeuille (99.96) wrote: MOO - end outperform - 42.66 - new rating: market perform

42.66.

 

#388) On March 27, 2009 at 9:55 PM, portefeuille (99.96) wrote: GTCB - 0.33 - outperform

1 for 10 stock split on 05/27/09.

#1018) On February 15, 2010 at 9:59 PM, portefeuille (99.96) wrote: GTCB - end outperform - 1.0892 - new rating: market perform

1.0892.

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#22) On February 15, 2010 at 10:32 PM, portefeuille (99.59) wrote:

#389) On March 27, 2009 at 10:39 PM, portefeuille (99.96) wrote: PTM - 13.85 - outperform

#1019) On February 15, 2010 at 10:17 PM, portefeuille (99.96) wrote: PTM - end outperform - 17.95 - new rating: market perform

17.95.

 

#390) On March 27, 2009 at 11:01 PM, portefeuille (99.96) wrote: PRXL - 9.88 - outperform

19.58.

 

#391) On March 27, 2009 at 11:54 PM, portefeuille (99.96) wrote: FALC - 2.16 - outperform

#544) On July 11, 2009 at 9:20 AM, portefeuille (99.96) wrote: FALC - end outperform - 4.56 - no new rating

3.43.

 

#392) On March 28, 2009 at 2:22 AM, portefeuille (99.96) wrote: KAZ - 0.61 - outperform

1.06.

 

#393) On March 28, 2009 at 4:51 AM, portefeuille (99.96) wrote: MTL - 4.40 - outperform

23.50.

 

#394) On March 28, 2009 at 4:53 AM, portefeuille (99.96) wrote: MBT - 31.53 - outperform

49.66.

 

#395) On March 28, 2009 at 5:02 AM, portefeuille (99.96) wrote: CHA - 41.98 - outperform

42.24.

 

#396) On March 28, 2009 at 5:03 AM, portefeuille (99.96) wrote: CHL - 45.04 - outperform

48.59.

 

#397) On March 28, 2009 at 5:06 AM, portefeuille (99.96) wrote: DT - 12.28 - outperform

12.85 (DTE:GR, 9.43 EUR)

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#23) On February 15, 2010 at 11:08 PM, portefeuille (99.59) wrote:

#398) On March 28, 2009 at 6:34 AM, portefeuille (99.96) wrote: XRTX - 2.10 - outperform

#545) On July 11, 2009 at 9:32 AM, portefeuille (99.96) wrote: XRTX - end outperform - 5.54 - no new rating

#1020) On February 15, 2010 at 10:57 PM, portefeuille (99.96) wrote: XRTX - 13.57 - outperform

13.57.

 

#400) On March 28, 2009 at 9:15 PM, portefeuille (99.96) wrote: AS1.DE - 6.88 (5.18 EUR) - outperform

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

Bosch announces planned takeover offer for aleo solar AG

03.08.2009 - Press Release
The Management Board of aleo solar AG today announced that some of the key shareholders, which together hold almost 40 percent of aleo solar AG's share capital, have signed agreements with Robert Bosch GmbH to sell their shares to the latter. The selling shareholders comprise a group of investors around Marius Eriksen, the company's initiator and co-founder, as well as a company closely associated with HANNOVER Finanz, a financial investor who has invested in aleo solar since 2005. This transaction is subject to the formal proviso that antitrust authorities approve it and that the minimum acquisition threshold of possibly 75 percent (which shall be fixed in the voluntary public takeover offer) is reached.

The purchase price is EUR 9.00 in cash per aleo share and thus 33 percent above the closing price of EUR 6.78 per share on Friday, July 31, 2009, and 43 percent above the weighted average price of one aleo share in XETRA® trading during the three months preceding publication of this transaction (EUR 6.31).

Bosch intends to submit a suitable voluntary public takeover offer to the shareholders of aleo solar AG with the aim of acquiring the latter's remaining shares in connection with its acquisition of close to 40 percent of the shares of aleo solar AG.

...

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

Takeover offer ends Bosch acquires 68.70-percent majority shareholding in aleo solar AG Photovoltaics business is expanded further

 

#401) On March 28, 2009 at 10:08 PM, portefeuille (99.96) wrote: IDT - 1.15 - outperform

#899) On December 09, 2009 at 4:56 PM, portefeuille (99.96) wrote: IDT - end outperform - 4.16 - new rating: market perform

5.04.

 

#402) On March 30, 2009 at 7:39 AM, portefeuille (99.96) wrote: DEZ.DE - 2.99 (2.26 EUR) - outperform

4.43 (DEZ:GR, 3.251 EUR).

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#24) On February 15, 2010 at 11:27 PM, portefeuille (99.59) wrote:

#403) On March 30, 2009 at 10:48 AM, portefeuille (99.96) wrote: MOR.DE - 17.25 (13.11 EUR) - outperform

20.95 (MOR:GR, 15.375 EUR).

 

#404) On March 30, 2009 at 10:50 AM, portefeuille (99.96) wrote: AZN - 33.20 - outperform

#644) On August 01, 2009 at 9:59 PM, portefeuille (99.96) wrote: AZN - end outperform - 46.90 - new rating: market perform

43.94.

 

#405) On March 30, 2009 at 10:42 PM, portefeuille (99.96) wrote: COP.DE - 5.57 (4.20 EUR) - outperform

#725) On August 20, 2009 at 12:23 AM, portefeuille (99.96) wrote: COP.DE - end outperform - 9.99 (7.02 EUR) - new rating: market perform

#823) On October 12, 2009 at 7:46 AM, portefeuille (99.96) wrote: COP.DE - end market perform - 13.22 (8.95 EUR) - no new rating

11.62 (COP:GY, 8.53 EUR).

 

#406) On March 30, 2009 at 10:49 PM, portefeuille (99.96) wrote: ARO.DE - 2.25 (1.70 EUR) - outperform

#707) On August 13, 2009 at 12:50 PM, portefeuille (99.96) wrote: ARO.DE - end outperform - 0.36 (0.25 EUR) - no new rating

0.21 (ARO:GR, 0.154 EUR)

June 9, 2009, Germany's Arcandor in bankruptcy

 

#407) On March 31, 2009 at 9:45 AM, portefeuille (99.96) wrote: QSC.DE - 1.20 (0.90 EUR) - outperform

#645) On August 01, 2009 at 10:04 PM, portefeuille (99.96) wrote: QSC.DE - end outperform - 2.71 (1.90 EUR) - new rating: market perform

2.16 (QSC:GR, 1.587 EUR).

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#25) On February 15, 2010 at 11:51 PM, portefeuille (99.59) wrote:

#408) On March 31, 2009 at 3:16 PM, portefeuille (99.96) wrote: AMLN - 11.72 - outperform

18.01.

 

#409) On April 01, 2009 at 7:04 AM, portefeuille (99.96) wrote: NTII - 0.67 - outperform

#784) On September 16, 2009 at 9:39 PM, portefeuille (99.96) wrote: NTII - end outperform - 0.89 - no new rating

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

Neurobiological Technologies Announces Extraordinary Dividend of $0.18 per Share

Company also Announces Timing and Plans to Voluntarily Delist from the Capital Market and Initiate Dissolution Process

Press Release Source: Neurobiological Technologies, Inc. On Monday November 23, 2009, 8:00 am EST

EMERYVILLE, Calif., Nov. 23 /PRNewswire-FirstCall/ -- Neurobiological Technologies, Inc. (Nasdaq: NTII - News; "NTI") announced today that its board of directors has declared an extraordinary dividend of $0.18 per share of common stock, which will be paid on December 9, 2009 to stockholders of record as of November 30, 2009. The December 9, 2009 extraordinary dividend follows stockholder approval of the dissolution of NTI pursuant to a plan of complete liquidation and dissolution and an earlier extraordinary dividend of $0.75 per share that was paid to shareholders on November 18, 2009. The dividend of $0.18 per share was declared by the board of directors following the Company's recent sale of auction rate securities as disclosed in the Quarterly Report on Form 10-Q filed with the SEC on November 16, 2009.

NTI also announced plans to file a Form 25 with the Securities and Exchange Commission on December 7, 2009, to effect the voluntary delisting of NTI's common stock from the Nasdaq Capital Market. The Company expects this voluntary delisting from Nasdaq to become effective on December 17, 2009. NTI also expects to close its stock transfer books and to discontinue recording transfers and issuing stock certificates on December 17, 2009. Thereafter, NTI's stock may be traded in the OTC or Pink Sheet markets, but the Company will have no involvement in such trading. After December 17, 2009, the Company does not intend to issue press releases or file any reports with the SEC, except for Current Reports on Form 8-K describing material events related to its dissolution and liquidation. Also on December 17, 2009, the Company intends to file a certificate of dissolution in Delaware, its state of incorporation, after which the Company may not carry on any business except that appropriate to wind up and liquidate the business.

A detailed description of the dissolution process is contained in the definitive proxy statement filed with the SEC on September 22, 2009, a copy of which can be viewed on the SEC's website at www.sec.gov.

About Neurobiological Technologies, Inc.

Neurobiological Technologies, Inc. is a biopharmaceutical company historically focused on developing investigational drugs for central nervous system conditions.

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

 

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

12-Feb-2010

Quarterly Report

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations.

Except for the historical information contained herein, the matters discussed in this "Management's Discussion and Analysis of Financial Condition and Results of Operations," and elsewhere in this Form 10-Q are forward-looking statements that involve risks and uncertainties. The factors referred to in the section captioned "Risk Factors," as well as any cautionary language in this Form 10-Q, provide examples of risks, uncertainties and events that may cause our actual results to differ materially from those projected. The Company's Annual Report on Form 10-K, filed with the SEC on August 31, 2009, and the Company's definitive proxy statement, filed with the SEC on September 22, 2009 (the "Proxy Statement"), also contain risk factors that provide examples of risks, uncertainties, and events that may cause our actual results to differ materially from those implied or projected.
Except as may be required by law, we undertake no obligation to update any forward-looking statement to reflect events after the date of this report. Overview
We are a biopharmaceutical company that previously focused on developing investigational drugs for central nervous system conditions. On October 27, 2009, our stockholders approved the dissolution of the Company pursuant to the Plan of Dissolution approved by our board of directors on August 27, 2009. On November 4, 2009, we redeemed all outstanding shares of Series A Preferred Stock for its liquidation preference of $0.50 per share. Following payment of extraordinary dividends of $0.75 and $0.18 per share on November 18, 2009 and December 9, 2009, respectively, on December 17, 2009 we filed a Certificate of Dissolution with the Secretary of State of the State of Delaware and delisted our common stock from the Nasdaq Capital Market. On December 17, 2009, we also closed our stock transfer books and discontinued recording transfers of our common stock, although stockholders that held their shares in brokerage account ("street name") can still generally trade their shares in the Pink Sheets, an electronic bulletin board established for unlisted securities. We are in the process of winding down our remaining operations under dissolution procedures provided for under the DGCL, and as this process proceeds we intend to make at least one additional liquidating distribution to stockholders, although the amount and timing cannot presently be determined.

...

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

NTII:US closed on 02/12/10 at $0.09.

$0.75 + $0.18 + $0.09 = $1.02.

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#26) On February 18, 2010 at 3:52 AM, portefeuille (99.59) wrote:

#410) On April 01, 2009 at 7:32 AM, portefeuille (99.97) wrote: TUI1.DE - 5.36 (4.04 EUR) - outperform

9.84 (TUI1:GR, 7.26 EUR).

 

#411) On April 01, 2009 at 7:45 AM, portefeuille (99.97) wrote: IVG.DE - 6.15 (4.63 EUR) - outperform

#798) On September 22, 2009 at 11:04 AM, portefeuille (99.97) wrote: IVG.DE - end outperform - 10.92 (7.38 EUR) - new rating: market perform

7.67 (IVG:GR, 5.66 EUR).

 

#412) On April 01, 2009 at 8:03 AM, portefeuille (99.97) wrote: PSM.DE - 1.65 (1.24 EUR) - outperform

#646) On August 01, 2009 at 10:08 PM, portefeuille (99.97) wrote: PSM.DE - end outperform - 6.33 (4.44 EUR) - new rating: market perform

#771) On September 04, 2009 at 5:05 AM, portefeuille (99.97) wrote: PSM.DE - end market perform - 10.27 (7.19 EUR) - no new rating

14.84 (PSM:GR, 10.95 EUR).

 

#413) On April 01, 2009 at 8:24 AM, portefeuille (99.97) wrote: PRE.DE - 2.74 (2.06 EUR) - outperform

#678) On August 08, 2009 at 3:15 AM, portefeuille (99.97) wrote: PRE.DE - end outperform - 5.13 (3.62 EUR) - new rating: market perform

2.48 (SKYD:GR, 1.83 EUR).

 

#414) On April 01, 2009 at 3:20 PM, portefeuille (99.97) wrote: SOA - 1.98 - outperform

#647) On August 01, 2009 at 10:12 PM, portefeuille (99.97) wrote: SOA - end outperform - 8.94 - new rating: market perform

14.64.

 

#415) On April 03, 2009 at 9:50 AM, portefeuille (99.97) wrote: CHK - 19.21 - outperform

26.36.

 

#416) On April 03, 2009 at 9:54 AM, portefeuille (99.97) wrote: UPL - 40.49 - outperform

49.38.

 

#417) On April 04, 2009 at 5:19 PM, portefeuille (99.97) wrote: NE - 26.00 - outperform

41.80.

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#27) On March 13, 2010 at 1:01 PM, portefeuille (99.59) wrote:

continued here ...

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