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EMC is coming back today. EMC is ranked "Strong Buy" by S&P stock analysts and have a mean target of $18. Also morningstar gives 4 stars which is "Buy" on it with fiar value of $16.00. Even valueline raise its opinion on EMC's to timeliness 2 two weeks ago base on EMC's bright business and market shares in 2006. Although EMC is in a unfavorite industry sector, it is the leader and its business is growing. EMC should be trades at least $15, it is undervalue now. No matter long term or short term holding, EMC won't let us down.
Here is good news relate to EMC today. MTIC Technology Corporation Offers Enterprise Application Recovery Management Solution
MTI is a leading multi-national provider of professional services and comprehensive data storage solutions for mid to large-size organizations. With more than 20 years of expertise as a storage technology innovator, MTI is uniquely qualified to assess, design, implement and support whole-office data storage and backup initiatives. As a strategic partner of EMC (NYSE: EMC), MTI offers the best data storage, protection and management solutions available today. By employing a strategic, consultative approach, MTI provides customers with a single point of contact that eliminates complexities while delivering operational efficiencies and competitive advantages. MTI currently serves more than 3,000 customers throughout North America and Europe. Visit www.mti.com for more information.
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EMC generate 3 Billion cash oversea this year. Growing business in US and globally. Share at $13.85 is totally undervalued, good time to absorb some.
EMC Corp. is mum as well about its plans for its repatriated funds, up to $3 billion -- equivalent to about two-thirds of the cash position on its latest balance sheet. EMC says the cash it's generated since the beginning of 2004 has mostly been used for stock buybacks and acquisitions, but it isn't allowed to use repatriated funds for buybacks.
EMC's management and board have approved a plan that "does specify how the cash will be used," said Greg Eden, an EMC spokesman. "At this point, we do not intend to disclose that plan."
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Good news for EMC today, it will back up from the sell early this week, it will easily be traded above $14:
EMC Automates, Accelerates and Improves Compliance of Business Processes at York International Thursday December 15, 10:26 am ET Successful Implementation of Integrated EMC Documentum and Adobe Intelligent Document Platforms Earned York the InfoWorld 100 Award
HOPKINTON, Mass., Dec. 15 /PRNewswire/ -- EMC Corporation, the world leader in information management and storage, today announced that York International, a leading manufacturer of heating, ventilation, air- conditioning and refrigeration (HVAC&R) systems worldwide, deployed the EMC® Documentum® enterprise content management (ECM) platform with the Adobe Intelligent Document platform. The integrated solution has replaced inefficient paper workflows and ad hoc HTML forms applications for internal employee-related processes with automated, intelligent forms that ensure more consistent business processes worldwide and provide increased security and reliability to meet regulatory requirements. As a result, York has dramatically reduced time, costs and errors associated with the manual process of creating and tracking custom applications. The results achieved were recently recognized by InfoWorld, a leading IT publication, which honored York with its annual "InfoWorld 100 Award" as one of the best uses of technology to meet business goals.
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Good news for LSI just out, LSI is undervalued here with target $10 in the short term.
Maxtor and LSI Logic Push SAS Adoption
December 15, 2005: Having completed compatibility testing of its Atlas Serial Attached SCSI (SAS) hard drive family with LSI Logic's SAS Host Bus Adapters, expanders, RAID controllers and ASIC initiators, Maxtor and LSI Logic have teamed up to drive SAS adoption.
The announcement comes a week after Maxtor and Adaptec declared their SAS partnership push.
Maxtor country manager for Australia and New Zealand, Edward Tien says that Maxtor and LSI Logic have worked on bringing fully tested SAS products to market so resellers can take advantage of the benefits of the serial architecture.
With hard drive connectivity for both SAS and SATA, Harry Mason, director of industry marketing, LSI Logic and president of the SCSI Trade Association says that the SAS architecture provides flexibility and scalability for tailored solutions.
Brian Garrett, an analyst at the Enterprise Strategy Group also indicates his enthusiasm for the SAS push. "As the follow-on to the mature and widely deployed parallel SCSI interface, SAS brings a number of benefits to the table that resellers can take advantage of in designing solutions," says Garrett. "SAS offers 3Gb interface speeds, full-duplex, dual-port disk drives, scalable bandwidth via wide ports and point-to-point connectivity for better fault isolation as well as simplified cabling and cooling, all while leveraging the SCSI command set to maintain compatibility with existing SCSI infrastructures."
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SCS earning tomorrow morning. It announced 0.09 dividend today before the earning's call. Mean estimate is 14c. I am bullish on SCS's business due to office funiture market grows fast since 2003. Along with today's good news on "Factory Output Posts Strong Gain" shed light on this trend.
Let's revisit what analyst say about SCS: Steelcase remains on track to meet analysts' share-net expectations for fiscal 2005 (ends February 28, 2006). The company continues to benefit from the strong demand in the office furniture arena. The improving fundamentals within the commercial furniture market are being driven by the steady growth in corporate profits and related capital expenditure. The company has continued to directly benefit from this upturn, as has been demonstrated by the solid year-to-year revenue and profit advances in recent months, which has been primarily driven by Steelcase's large corporate customers. Management notes that the North American segment (57% of revenues) remains the strongest contributor to revenue and profit enhancement. This is thanks mainly to solid results at the company's Turnstone subsidiary, which is outpacing the overall market in terms of year-over-year growth. Although the effects of recent hurricanes have created some challenges, alalysts believe the company has addressed these issues. The negative variances that have resulted from the devastating storms are not likely to have any material effect on earnings.
Analysts expect margins to continue to widen over the next few years. Steelcase's efforts to improve its cost structure are paying off. Plant consolidation and workforce reductions have supplemented revenue growth and enabled margins to expand considerably. Analysts expect this trend to continue, as management notes that the company remains committed to cost restraint. Recent list price adjustments should further bolster the top line, offsetting the high cost of raw materials. Indeed, analysts are looking for the operating margin to increase by as much as 440 basis points by the end of fiscal 2006.
Steelcase shares are timely. The stock's appreciation potential out to 2008-2010 is in line with the Value Line median. Strengthening demand, coupled with the company's solid brand recognition, should further enhance revenues. Too, analysts are optimistic that the company's efforts to maximize productivity are likely to improve efficiency and drive profits over the next 3 to 5 years. Income-oriented investors may find the dividend yield appealing.
IMO, Earning will be good and beat the expectation tomorrow, $1 jump is very possible
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SCS good number on its earning and forcast: Steelcase 3Q Earnings Nearly Double Friday December 16, 8:34 am ET Steelcase Third-Quarter Earnings Nearly Double As Revenue Grows 11 Percent
GRAND RAPIDS, Mich. (AP) -- Steelcase Inc., the world's top office furniture maker, said Friday its third-quarter earnings nearly doubled as revenue climbed 11 percent. Earnings grew to $19.1 million, or 13 cents per share, from $10.1 million, or 7 cents per share, last year. Revenue increased 11 percent to $750.7 million in the quarter ended Nov. 25, from $674.1 million a year earlier.
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Steelcase posts higher quarterly profit Friday December 16, 7:49 am ET
CHICAGO (Reuters) - Steelcase Inc. (NYSE:SCS - News), the world's largest office furniture maker, on Friday posted a higher quarterly profit on strong demand in North America. Net income rose to $19.1 million, or 13 cents a share, compared with $10.1 million, or 7 cents a share, in the year earlier quarter.
Analysts had expected 14 cents a share, according to Reuters Estimates.
Revenue rose to $750.7 million from $674.1 million last year.
In September, Steelcase forecast third-quarter earnings in the range of 10 to 15 cents a share. It expected sales to rise about 8 percent to 12 percent from a year earlier.
According to an WSJ artcle, pension funds and mutual funds are looking for good investment, it mentioned SCS. Big money flow in soon.
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HLTH Emdeon Raises 4Q View,Sees 06 EPS At Low-End Of Guidance, raise guidance beat the market consensus EPS.
12-16-05 09:11 AM EST ELMWOOD PARK, N.J. -(Dow Jones)- Emdeon Corp. (HLTH) raised its fourth-quarter earnings guidance but reiterated that it expects 2006 revenue and earnings will be at the lower end of its prior forecast, due to weakness in the business services unit.
In a press release Friday, the health-care services company formerly known as WebMD said it expects income before taxes, noncash and other items for the fourth quarter will be about 1 cent to 2 cents higher than previously projected, primarily due to lower-than-anticipated compensation and benefit expenses.
Emdeon expects fourth-quarter earnings between 6 cents and 7 cents a share, including the loss of 1 cent a share from an outstanding tender offer. Excluding taxes and other times, the company expects earnings of 14 cents to 16 cents a share for the quarter.
On average, nine analysts polled by Thomson First Call expect fourth-quarter earnings of 13 cents a share.
Emdeon backed its fourth-quarter revenue projections of $320 million to $330 million, which brackets Wall Street's average estimate of $326.6 million.
In the year-ago quarter, the company earned $19.7 million, or 6 cents a share, on revenue of $307.6 million. Before items, earnings were 14 cents a share.
In premarket trading on Inet, Emdeon's shares were trading at $8.10, up 18 cents, or 2.3%, from Thursday's closing price of $7.92.
For 2006, Emdeon previously forecast earnings of $90 million to $105 million, or 24 share to 28 cents a share, on revenue of $1.36 billion to $1.41 billion. Excluding taxes and items, the company expects to earn 58 to 66 cents a share.
It reaffirmed that it expects earnings and revenue at the lower end of this guidance.
On average, analysts expect 2006 earnings of $225.8 million, or 60 cents a share, on revenue of $1.37 billion.
Emdeon also said that due to Chief Executive Kevin Cameron's health condition, the board will "actively engage" in succession planning for his position.
Cameron is expected to continue as chief executive until this process is complete, which should occur within the next three to four months, the company said.
Emdeon's former president, Tony G. Holcombe, resigned Dec. 2 to pursue other business opportunities. Holcombe also served as president of the business- services unit, which was to report directly to Cameron after Holcombe's departure.
When Holcombe's resignation was announced in a November release, Cameron said he was undergoing a series of treatments to better manage his health following " a serious health condition several years ago."
A company spokesman wasn't immediately available to give more detail on Cameron's condition, or how it would affect the business-services unit.
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Balance my portfolio: Add three more stocks due to Valueline's upgrade their timeliness. NDN, MPS and FLE. Out JDSU, GYMB, AIRT.
NDN totally undervalue, stock tanked from over $40 to <$10 due to its SEC filing delay. Buesiness still good and growing. If you like deep undevalued mid cap, this is it.
FLE another hurricane play, VR and mobile home demand increased tremendously recently. Like CHB, FLE is cheap now, with the strong demand in mobile home, its earning number will be several fold.
MPS IT resource consulting company. This industry is booming. Look at ACN, I made a lot from it. Now I am out ACN, but still don't wanna leave this sector. MPS is another pick that I am holding in the IT outsourcing sector.
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Pay attention to SCS's CC at 11am EST. I bet they will boost its outlook and guidance. Institutional money is waiting for its guidance to jump in. SCS is the leader in business funiture industry, with global business recover, the demand side is huge.
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Check CHB today's second order: 365,000 shares purchased. OMG, never seen this kind of big one order. It must be big instituion's block trading. If you guys have TAQ database, you can find this order on Dec 16th,2005 9:37am ets.
CHB Something must going on .
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Comment on CHB. Strong buy before it move up. My target is >$20.
According to Hoover's, Champion Enterprises is the number-two manufactured homebuilder in the United States (behind Clayton Homes), selling about 23,000 homes annually. The stock has enjoyed a very nice rally over the last eight months. Much of it was helped by the active hurricane season. The company was thought to be one beneficiary of the rebuilding efforts along the Gulf Coast. The stock has gained nearly 75 percent from its April 19 close of 8.40. On April 20 the company reported impressive first-quarter earnings and if was off to the races. The stock had significant moves higher in mid-July (second-quarter earnings) and in late August (Hurricane Katrina and its aftermath).
Today's big buy orders gives an obvious signal that institutional investors start coming in. Today' open we saw a very good trend all the way to $15 level. Why it down a lot after the early rally? Easy, typical MM's manipulation before large appreciation. MM use small sell orders to bash the stock price at the same time absorb using block larger buy orders. If you have level II and pay attention to the trading pattern, you can easily observe this trick. I bet something is brewing and news is shared among those big money. Maybe the news is the government's contract. I knew that the government is gonna assign contracts to those mobile home and factory home builders to rebuild the coast. That is why I bought FLE also yesterday. I bought more CHB shares just now for CHB's possible fly next week.
From both TA and FA, CHB is a good play.
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Yea something is going down with CHB. As far as EMC is concerned I do not think it will make even close to 18. Gl with your pickings.
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Champion Enterprises to Close the New York Stock Exchange
12-19-05 10:25 AM EST | In celebration of the Company's tenth anniversary on the Exchange
/PRNewswire-FirstCall/ -- Champion Enterprises, Inc. (NYSE: CHB), a leader in the factory-built housing industry, today announced that its President and CEO William Griffiths will ring the closing bell of the New York Stock Exchange on Tuesday, December 20th at 4 p.m. Eastern, in celebration of the Company's tenth anniversary of being listed on the Exchange. Griffiths will be joined by members of the Company's directors and executive management team.
"For ten years, we have proudly called the New York Stock Exchange home," said Griffiths. "We are pleased to be celebrating this important milestone by ringing the closing bell on the world's premier stock exchange. We have enjoyed a successful partnership with the NYSE and look forward to continuing that partnership for many years to come."
About Champion
Champion Enterprises, headquartered in Auburn Hills, Mich., a leading manufacturer of factory-built housing, has produced more than 1.6 million homes since 1953. Today, Champion operates 32 homebuilding manufacturing facilities in North America and partners with nearly 3,000 independent retailers, builders and developers. For more information, please visit http://www.championhomes.net .
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Ticket Servicos Selects EMC for Information Lifecycle Management of Oracle Applications
Brazilian-based Pioneer and Leader in Meal Covenant Services Chooses EMC for Database Archiving; Aims at 40 Percent Storage Cost Savings in Oracle Applications Environment
EMC Corporation, the world leader in information management and storage, announced today that Ticket Servicos, an Accor company located in Brazil, and national leader in government-mandated meal voucher services, is implementing EMC DatabaseXtender software in a tiered storage environment to achieve a higher return on investment from their Oracle E-Business Applications Suite for finance and accounting. Ticket Servicos will leverage DatabaseXtender to migrate and archive Oracle application information to a historical database across multiple storage platforms as it changes value over time. As a result of this information lifecycle management strategy, Ticket Servicos will improve application performance, achieve faster data back-up and recovery, and reduce total storage costs.
IMO, Data Storage is a hot business and will be hotter when companies have more data to store. As a leader in Data Storage business, EMC is bright.
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Analysts comment on FLE, a hurricane play. Very strong financial background with larger upside space due to demand on mobile home and factory-built house.
Fleetwood Enterprises may well earn a profit this fiscal year (ends April, 2006). The company has been in a downward spiral due to issues with unsold inventory, and has reported sizable losses in the past three quarters. Analysts believe the bulk of the associated restructuring has been dealt with and, aside from the travel trailer segment, the RV and manufactured housing segments will now be profitable. This result should be obtainable largely because of significant cost-cutting and employee reductions. Furthermore, hurricane-driven demand augurs well for the quarter. Fiscal 2005 earnings estimate of $0.10 a share represents a considerable improvement from last year's loss; and it would mark the first fiscal year of profitability since 1999.
New products could brighten the picture for the travel trailer division. The segment remains one of the largest challenges to revamp, but Fleetwood's recent introduction of new products should help. Indeed, it indicated that dealer reactions to the new ultralight, hybrid, and traditional products are proving positive. While analysts don't expect the segment to rebound overnight, a successful product launch augurs well for an eventual turnaround.
Hurricane-driven demand could prove quite positive for Fleetwood. Following the tragic onslaught of hurricanes this season, a number of the company's products could see a significant rise in demand. Given the large number of people displaced, demand for temporary shelter, both manufactured housing and RVs, could be quite sizable. Furthermore, permanent rebuilding could drive sales through 2006. Although the possibilities seem quite promising, analysts' estimates are very conservative. They assume most business will be given to the industry leaders, given Fleetwood's current struggles. The upside could, however, be significant.
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If you like ACN and IT outsourcing business, you cannot miss MPS, which I believe the financial background is better than ACN and it is much cheaper.
Analyise on MPS
MPS Group has been performing well lately. Revenues have been increasing at a fairly solid pace. Healthy staffing demand continues to drive the Professional Services segment, both in North America and Europe, with all areas, including accounting/finance, engineering, healthcare, and law, showing strength. The Information Technology (IT) division is showing improvement overall, too, although analysts note that IT staffing in Europe remains a weak spot. A better mix of high-margin business, higher permanent placement activity, and good pricing discipline are aiding gross margins, meanwhile. What's more encouraging is that MPS has managed to achieve greater operating leverage recently, which has, in turn, benefited the bottom line.
Strengthening margins further remains a top priority, nonetheless. MPS plans to build up the Professional Services business, so that it will make up about 60% of revenues. In addition, the company intends to continue exiting low-margin accounts and focus more on middle-market clients in order to stabilize gross and operating margins within the European IT segment. But analysts don't expect a pickup in this unit until next year, as these initiatives are likely to keep revenues and operating income there subdued for the remainder of 2005. Share net in 2005 may well wind up at around $0.50, or a nickel higher than market's previous estimate. A share-net advance of about 30% might be possible the following year, assuming permanent placement activity remains healthy and the company gains additional leverage on the operating expense front.
The balance sheet is strong. With no debt, and cash in the coffers of about $103 million (as of the June quarter), the company has the financial means to support stock repurchases and make acquisitions to enhance and diversify its service offerings. About $25 million worth of stock repurchases were made recently, and $65 million remain under authorization.
This equity appears to be suitable for a broad range of investors. Not only is the stock timely for the year ahead, but it also offers wide appreciation potential out to 2008-2010.
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Analysts raise their mean sentiment to "Strong Buy" on CHB this week. First Call mean target is above $16. Also Put/Call ratio decrease tremedously this week mean investors are optimistic about CHB. It is totally undervalue at $13 level. Check this out:
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Time to buy MPS, which has the best financial background in my portfolio. MPS with no debt, strong EBITA compare to peers in the industry, impressive balance sheet. IT outsource will keep going as the hottest sector in the coming year. MPS's target is $16 within 3 monthes and $20 in a 12 monthes period. Buy more shares here. This week, MPS shows a typical selloff on profit taken, however, $14 level hell no as its peak. Higher target will come soon. I am bullish here on MPS--low risk as well as large appreciation space.
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Looking forward IM's COO presentation. Will be a strong and good factor add to IM's stock price.
Ingram Micro Executive to Present at Upcoming Investor Conference
12-21-05 04:03 PM EST |
/PRNewswire-FirstCall/ -- Ingram Micro Inc. (NYSE: IM), the world's largest technology distributor, announced today that its president and COO will present at the following investor conference in January
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CHB's CEO interviewed by WSJ yesterday, they mentioned the strong relationship with FEMA (government) for rebuilding the Katrina disaster area. Demand side on factory-built home is huge due to the Hurricane.
Champion Enterprises -- Chairman & CEO Interview Dylan Ratigan
DYLAN RATIGAN, CNBC ANCHOR: Now on to a different type of homebuilding, modular and manufactured housing. The industry has gone through its share of problems over the past few years, but there now appear to be some signs of improvement. For more on the turn around, we`re joined by William Griffiths. He`s the president and CEO of Champion Enterprises. It`s the nation`s largest producer of modular homes.
And Mr. Griffiths, make the distinction for us. What is a modular home?
WILLIAM GRIFFITHS, PRESIDENT & CEO, CHAMPION ENTERPRISES: A modular home is simply built to exactly the same codes and specifications as a site- built home. We just build it in a factory.
RATIGAN: So it`s built ahead of time and then delivered and assembled in pieces, that`s the distinction?
GRIFFITHS: Exactly.
RATIGAN: Why was there trouble in that business, in your business, at a time when the broader housing market was really cycling up?
GRIFFITHS: Well, first of all, there really hasn`t been trouble in the modular part of our business; it`s the traditional manufactured housing industry or better known as mobile homes. That`s the segment of the industry that`s had difficulty since 1998. And that was primarily driven by financing concerns not by the manufacturing sector of the business.
RATIGAN: The modular home business, is it parallel to the site built home business? In other words, do you price similarly? Are the homes similar? And why would an individual make the distinction or the choice to buy a modular home versus a site built home if they`re a new home buyer?
GRIFFITHS: The primary proposition for someone to build a modular home as opposed to a site built home is speed and quality. Typically, from signing a contract to move in date for a modular home is 90 days. Very difficult for site builders to match that and because our homes are designed to go down the highway at 60 miles an hour, typically they`re the higher level of quality as well.
RATIGAN: And what is the price range of the modular home?
GRIFFITHS: They can vary from a very entry level home, which of course, is the start point in our industry, perhaps around $100,000 up to multi- million dollar homes. We, in fact, built a home in Colorado that`s 6,800 square feet and sold for a million 3.
RATIGAN: Tell us about your relationship with FEMA and your efforts in New Orleans.
GRIFFITHS: Well, you know, we took an order from FEMA for 2,000 units for temporary housing down in New Orleans. They have been very cooperative to work with under extremely difficult conditions. You know the logistics involved in gathering and trying to disperse all these houses is a massive undertaking, and they`ve been very, very cooperative to work with.
RATIGAN: The home build-out is funded by the government, is that correct?
GRIFFITHS: That is correct. I think in terms of permanent housing in New Orleans, you know there`s still a tremendous amount of work to be done in that region in terms of planning and making sure the infrastructure is in place. So I think in terms of permanent rebuilding, it`s likely to be the second half of next year before we see really any benefits.
RATIGAN: All right. Mr. Griffiths, a pleasure to have you with us this afternoon. Thank you for it. We`ll see you in a little bit when you ring the closing bell to celebrate your company`s 10th anniversary listing on the big board.
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Big news to LSI, new technology. California Inventors Develop Semiconductor Device Fabrication Method. The patent has been assigned to LSI Logic Corp., Milpitas, Calif.
ALEXANDRIA, Va., Dec. 22 -- Helmut Puchner of Santa Clara, Calif., and Gary K. Giust of Cupertino, Calif., have developed a method for forming a silicon germanium complimentary metal oxide semiconductor channel in a semiconductor device.
According to the U.S. Patent & Trademark Office, the invention relates to a "method for fabricating a semiconducting device on a substrate, where the improvement includes forming a strained silicon germanium channel layer on the substrate. A gate insulation layer is formed on top of the strained silicon germanium channel layer, at a temperature that does not exceed about eight hundred centigrade. A gate electrode is formed on top of the gate insulation layer, and the gate electrode is patterned. A low dose drain dopant is impregnated into the substrate, and activated with a first laser anneal."
An abstract of the invention, released by the Patent Office, said: "A source-drain dopant is impregnated into the substrate, and activated with a second laser anneal. After the step of activating the low dose drain dopant with the first laser anneal, an insulating layer is formed around the gate electrode, at a temperature that does not exceed about eight hundred centigrade, and a spacer is formed around the gate electrode. The spacer is formed of a material that is reflective to the second laser anneal. Thus, standard materials for the spacer, such as silicon oxide or silicon nitride are not preferred for this application, because they tend to be transparent to the laser beam emissions."
The inventors were issued U.S. Patent No. 6,977,400 on Dec. 20.
The patent has been assigned to LSI Logic Corp., Milpitas, Calif.
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Increase the weight of NDN in my portfolio. Post-Christmas Sales Keep Shoppers Buying, Retail stores stocks all rally today. NDN undervalued, no downside risk, it has been on the bottom for almost 2 months, from TA, it is perfect. Retail sector play here.
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Increase the weight of NDN in my portfolio. Post-Christmas Sales Keep Shoppers Buying, Retail stores stocks all rally today. NDN undervalued, no downside risk, it has been on the bottom for almost 2 months, from TA, it is perfect. Retail sector play here.
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Deal between Siemens and EMC: Siemens to offer information lifecycle products to healthcare market 2005 DEC 31 - (NewsRx.com) -- Siemens Medical Solutions, a medical equipment and information technology company, and EMC Corporation, an information management and storage company, have announced a reseller agreement enabling Siemens to offer EMC information lifecycle management products and solutions to the healthcare market.
Siemens will offer EMC Symmetrix, EMC CLARiiON and EMC Centera networked storage systems and platform software with its medical imaging software, Soarian health information system, and syngo suite of radiology information system (RIS) and picture archiving and communication systems.
The combination of Siemens' and EMC's product portfolios will provide healthcare organizations with a tiered information infrastructure to implement an ILM strategy.
Siemens Medical Solutions of Siemens AG has headquarters in Malvern, Pennsylvania and Erlangen, Germany.
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HLTH buy back 20% (60 Million shares) of its outstanding shares, very good sign to its stock price. Like Peter Lynch said in his book: there are many reasons that the insiders sell their shares, but there is only one reason they buy: the stock is undervalued and is cheap. We will see HLTH easily to $10
Finance; Emdeon announces commencement of its tender offer
2005 DEC 25 - (NewsRx.com) -- Emdeon Corp. (HLTH) announced that it has commenced its tender offer to purchase up to 60,000,000 shares of its common stock at a price per share of $8.20.
The number of shares proposed to be purchased in the tender offer represents approximately 17.4% of the company's currently outstanding shares. The last reported sales price per share of the company's common stock on the Nasdaq national market on November 22, 2005, was $7.75 per share.
The company's directors and executive officers have advised the company they do not intend to tender any of their shares in the tender offer.
The tender offer is scheduled to expire December 21, 2005, unless extended by the company. Tenders of shares must be made on or prior to the expiration of the tender offer and may be withdrawn at any time on or prior to the expiration of the tender offer.
The tender offer is subject to a number of terms and conditions described in the offer to purchase that is being distributed to stockholders, including that a minimum of 27,500,000 shares be properly tendered and not properly withdrawn in the offer.
On the terms and subject to the conditions of the tender offer, the company's stockholders will have the opportunity to tender some or all of their shares at a price of $8.20 per share. If stockholders properly tender and do not properly withdraw more than 60,000,000 shares, the company will purchase shares tendered by those stockholders owning fewer than 100 shares, without pro ration, and all other shares tendered will be purchased on a pro rata basis, subject to the conditional tender offer provisions described in the offer to purchase that is being distributed to stockholders.
Stockholders whose shares are purchased in the tender offer will be paid $8.20 per share, net in cash, without interest, promptly after the expiration of the tender offer period.
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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The RNAi Market is Predicted to Be Worth $850 Million by 2010 and is Expected to Further Increase to $1.2 Billion by 2015
DUBLIN, Ireland --(Business Wire)-- Dec. 15, 2005 -- Research and Markets (http://www.researchandmarkets.com/reports/c1589) has announced the addition of the Jain PharmaBiotech report: RNAi -- Technologies, Markets and Companies to their offering.
The markets for RNAi are difficult to define as no RNAi-based product is in clinical development yet. The major use of RNAi reagents is in research but it partially overlaps that of drug discovery and therapeutic development. It is estimated to be $400 million currently in 2005,$850 million by the year 2010 and $1.2 billion by the year 2015. The value of the drug discovery market based on RNAi can be assessed at $650 million in the year 2005, increasing to $1 billion in the year 2010 and $1.5 billion in 2015. Even if a few products get into the market by the year 2010, this market will expand to $3.5 billion based on revenues from sales of RNAi- based drugs and increase further to $5.9 billion in 2015. Markets are also analyzed according to breakdown of technologies and use of siRNAs, miRNAs, etc.
Profiles of 126 companies involved in developing RNAi technologies are presented along with 105 collaborations. They are a mix of companies that supply reagents and technologies (nearly half of all) and companies that use the technologies for drug discovery. Approximately 18 of these are developing RNAi-based therapeutics. The bibliography contains selected 300 publications that are cited in the report. The text is supplemented with 25 tables and 7 figures.
RNA interference (RNAi) or gene silencing involves the use of double stranded RNA (dsRNA). Once inside the cell, this material is processed into short 21-23 nucleotide RNAs termed siRNAs that are used in a sequence-specific manner to recognize and destroy complementary RNA. The report compares RNAi with other antisense approaches using oligonucleotides, aptamers, ribozymes, peptide nucleic acid and locked nucleic acid.
Various RNAi technologies are described, along with design and methods of manufacture of siRNA reagents. These include chemical synthesis by in vitro transcription and use of plasmid or viral vectors. Other approaches to RNAi include DNA-directed RNAi (ddRNAi) that is used to produce dsRNA inside the cell, which is cleaved into siRNA by the action of Dicer, a specific type of RNAse III. MicroRNAs are derived by processing of short hairpins that can inhibit the mRNAs. Expressed interfering RNA (eiRNA) is used to express dsRNA intracellularly from DNA plasmids.
Delivery of therapeutics to the target tissues is an important consideration. siRNAs can be delivered to cells in culture by electroporation or by transfection using plasmid or viral vectors. In vivo delivery of siRNAs can be carried out by injection into tissues or blood vessels or use of synthetic and viral vectors.
Because of its ability to silence any gene once the sequence is known, RNAi has been adopted as the research tool to discriminate gene function. After the genome of an organism is sequenced, RNAi can be designed to target every gene in the genome and target for specific phenotypes. Several methods of gene expression analysis are available and there is still need for sensitive methods of detection of gene expression as a baseline and measurement after gene silencing. RNAi microarray has been devised and can be tailored to meet the needs for high throughput screens for identifying appropriate RNAi probes. RNAi is an important method for analyzing gene function and identifying new drug targets that uses double-stranded RNA to knock down or silence specific genes. With the advent of vector-mediated siRNA delivery methods it is now possible to make transgenic animals that can silence gene expression stably. These technologies point to the usefulness of RNAi for drug discovery.
RNAi can be rationally designed to block the expression of any target gene, including genes for which traditional small molecule inhibitors cannot be found. Areas of therapeutic applications include virus infections, cancer, genetic disorders and neurological diseases. Side effects can result from unintended interaction between an siRNA compound and an unrelated host gene. If RNAi compounds are designed poorly, there is an increased chance for non-specific interaction with host genes that may cause adverse effects in the host.
Regulatory, safety and patent issues are discussed. There are no major safety concerns and regulations are in preliminary stages as the clinical trials are just starting. Many of the patents are still pending. -0- *T Topics Covered: Executive Summary 1 Technologies for suppressing gene function 2 RNAi Technologies 3 MicroRNA 4 Methods of delivery in RNAi 5 RNAi in Research 6 RNAi in drug discovery 7 Therapeutic applications of RNAi 8 Safety, regulatory and patent issues 9 Markets for RNAi Technologies 10 Companies involved in RNAi Technologies 11 References *T
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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Comment on RNAI's new technology and products. You might not know how big the RNAi market is and how well it can be used in treating hepatitis B and C, dermatology, asthma, Huntington disease, diabetes and oncology and AIDS and more. The RNAi Market is Predicted to Be Worth $850 Million by 2010 and is Expected to Further Increase to $1.2 Billion by 2015. When the time RNAi announce its new drug, those big firms, such as VRX, SGP have to use its license.
Sirna Therapeutics is a clinical-stage biotechnology company developing RNAi-based therapies for serious diseases and conditions, including age-related macular degeneration (AMD), hepatitis B and C, dermatology, asthma, Huntington disease, diabetes and oncology.
Sirna Therapeutics has presented interim phase I clinical trial data for its most advanced compound Sirna-027, a chemically optimized siRNA targeting the clinically validated vascular endothelial growth factor pathway to treat AMD.
Recently, even government pay attention to RNAi tech.Alnylam Pharmaceuticals Inc.received initial government funding to develop RNA interference therapy for pandemic influenza. You can ask any university biology department, there are tons of researchers use RNAi tech on their research.Or take a look at biology literature, it shows how bright the RNAi future is.
The reason I recommend RNAI is this week biotech analysts raise RNAI's target to $8-$10 and wrote a very positive report on RNAI's product. Sirna expects to initiate IND-enabling toxicology studies in the first quarter of 2006 followed by the filing of an Investigational New Drug (IND) application with the U.S. FDA by the fourth quarter of 2006.
This is not a penny stock and is not a micro biotech company. This company's business is huge and has tremedous potential in developing new drug to cure Hepatitis, HIV, Asthma, Oncology, etc.
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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Like Peter Lynch said: "Buy what you buy.", Here is what customer say about NDN:
Bargain Hunters Head to Dollar StoresDollar Stores Attract All Income Levels Dollar stores are a penny pincher's paradise. (ABC NEWS)
Dec. 27, 2005 — Dollar stores are growing in popularity, attracting more than the standard penny-pinching crowd.
Seventy-five percent of American households shop at these discounters, according to a survey by global management consulting and market research firm Retail Forward. One-third of all dollar-store shoppers have incomes of more than $50,000, according to a Retail Forward survey. And many have incomes far above that. There are even dollar stores in ritzy Beverly Hills, Calif.
Year-End Tax Tips Hollywood Stars Still Dancing at 86 Kenya's Hippo, Tortoise Mark Year Together The deep-discount, corner-store concept was born in 1955 when Dollar General store opened. Dollar General is considered the first dollar store.
"I shop here for financial reasons," said Gwendolyn Johnson, who checks supermarket prices before buying at her local dollar store. "It saves me a lot of money, and I have more food in my house for my kids to eat."
ABC News compared eight brand-name items at a Los Angeles 99 Cents Only store with identical ones sold at a supermarket chain. The bill at 99 Cents Only came to $7.92, but the same products at the grocery store totalled $14.78.
Alissa Alhman, a buyer for 99 Cents Only, said that her chain could offer the lower prices because it purchased the products on a closeout, meaning the distributor sells the item on deep discount to reduce inventory.
Avocados to aspirin, batteries to bagels, and computer cables to clothing, the merchandise moves fast — which translates to big business for the dollar stores. They have among the largest profit margins in the industry.
"They do billions of dollars every year, and each one of these companies has found neighborhoods where they do well," said Dan Butler, vice president of retail operations for the National Retail Federation. "And they know their customers and they know where they are going to find their customers."
From coast to coast, the biggest chains have grown to nearly 17,000 with $17 billion in combined revenues.
"We have two types of customers," said Eric Schiffer, chief executive officer of 99 Cents Only stores. "We have lower-income, blue-collar customers who rely on this store. But the other group of customers are more mid to upscale folks who really just enjoy getting a great deal. They have a lot of fun in the store."
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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RNAi technology is discussed all over the place, including magazine, web, academic field,since it's the next hope for cure HIV, Hepatitis B, C, Huntington's disease. Institutions holding almost 50% of RNAI's share which is unsusal for a small biotech firm, I believe those biotech analysts are very optimistic on Sirna's techology and potential new drugs. I study the wall street webcasting on RNAI which demenstrate their strong results of Phase I and how powerful the new tech on those disease. Here is the link: http://wsw.com/webcast/rrshq7/rnai/
Do you own study on RNAi on google and you will find that people have strong interest in this new technology:
Something is brewing, maybe the good results of their clinical study or strong expectation of their Phase II. It is not usual that analysts strong recommend a small biotech company like that, there must be something going on. In RNAI last week after analysts boost their optimistism on it. RNAi is low float stocks which high institutions interest in it, will easily fly when the news come.
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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Forbes Ranks MPS Group and EMC Among America's Best Big Companies. These two stocks are in my high growth portfolio. Both of them have good FA and TA. Especially MPS is in the IT outsource hot sector.
Also FLEX is the best EMS company ranked by BOA analysts."Banc of America's top sector pick is Flextronics, rated at "buy" with a $12.50 target price."
I am holding tight the CHB and FLE for strong demand on the factory-built home and RV and contracts from government. Both of these two stocks are raised target by Valueline recently.
Janaury Rally effect is coming.
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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Pay attention to factory-built homes industry, booming. Take a look at the following article. Add more shares CHB and FLE here, good companies in hot sector. Government will offer contracts to either one of these two companies for rebuilding the Katrina victm states.
Manufactured housing is the fastest growing type of housing in the country, according to the 2000 Census. The nearly 8.8 million factory-built homes, up from 315,000 in 1950, made up 7.6 percent of the country's housing stock; in a dozen counties in the South and West, mobile homes made up more than half.
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My TA model alert on CHB base on its 3m chart and 100day MA. Will see rebounce from here. CHB has solid financial background with Forward P/E 13 and 27.17% ROE as well as low float share and over 100% institution holding. Now both its TA and FA is ranked top tier in my portfolio. Recent downtrend may due to homebuilding industry and real estate buble burst rumor. However, CHB's demand side is huge both from individual and government. I add FLE, which is in the same sector into my portfolio in order to increase the weight in the factory-built home sector. Will see CHB back to $15 soon.
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Call MPS again with The service sector's growth in December marked the 33rd straight month of its expansion. MPS specialize in IT outsoursing business and other enterprise sevices. ACN will announce earning this afternoon which should be good and will give confidence to MPS. MPS is better than ACN in sense of TA and it is mucher cheaper. My target will be at least $16
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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Add more NDN here with grocercy sector play. NDN has low float with nice uptrend chart. It jumped $1 a day two weeks ago from $10 to $11. NDN swing around its bottom level, ready to take off.
-------------------- Disclaim: I don’t guarantee the accuracy of the information I post. All my posts are based on my own research. I am not a registered investment advisor and therefore I am not qualified to give you any investment advices. You Make Your Decision!
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