Worried about future inflation? Ben Shepherd's new advisory, Inflation Survival Letter, is designed to protect portfolios against the risks of inflation; he highlights one favorite inflation-resistant stock, a leading railroad operator.
Steve Halpern: We're here today with Ben Shepherd, editor of the Inflation Survival Letter. How are you doing today, Ben?
Ben Shepherd: Terrific, Steve, how are you?
Steve Halpern: Good. Could you tell our listeners a little about your newsletter and an overview of your investing strategy?
Ben Shepherd: Sure. I've been concerned about the prospect of inflation, really ever since the US Federal Reserve implemented its zero interest rate policy and began aggressively pursuing a program of quantitative easing.
I believe one of government's greatest functions is to, kind of, smooth out the economic bumps in the road, but unfortunately, it has an extremely poor track record of timing its actions to do the most good, while doing the least harm.
Top 10 Mid Cap Stocks To Own Right Now: Electronics for Imaging Inc.(EFII)
Electronics For Imaging, Inc. provides color digital print controllers, digital inkjet printers, and business process automation solutions. The company?s Fiery products consist of stand-alone print controllers and servers connected to digital copiers and other peripheral devices; embedded and design-licensed solutions used in digital copiers and multi-functional devices; optional software integrated into controller solutions that include Fiery Central and MicroPress; Entrac, a self-service and payment solution; PrintMe, a mobile printing application; and stand-alone software-based solutions, such as proofing and scanning solutions, including ColorProof XF, Fiery XF, ColorProof eXpress, and Xflow. It also offers industrial inkjet products, including VUTEk super-wide format digital industrial inkjet printers and inks used by billboard graphics printers, commercial photo labs, sign shops, graphic screen printers, specialty commercial printers, and digital graphics providers; Rastek hybrid and flatbed entry level production UV wide format inkjet printers; and Jetrion label and packaging digital inkjet printers, integration solutions, and specialty digital UV inks for primary and secondary label applications, and industrial label or flexible packaging markets. In addition, the company provides advanced professional print software products consisting of print production workflow and management information software, including Monarch, PSI, Logic, PrintSmith, and PrintFlow; Pace, a cloud-based business process automation software; and cloud-based order entry and order management systems, which comprise Digital StoreFront, PrinterSite, and PrintSmith Site. Electronics For Imaging, Inc. offers its products through sales force and distribution arrangements primarily in the Americas, Europe, the Middle East, Africa, and Japan. The company was founded in 1988 and is headquartered in Foster City, California.
Advisors' Opinion:- [By Brian Pacampara]
What: Shares of digital printing technologist Electronics for Imaging (NASDAQ: EFII ) popped 12% today after its quarterly results topped�Wall Street expectations.
- [By shash63]
Electronic For Imaging�� (EFII) second biggest segment, Fiery Controllers, contributed 35% of total revenue. This segment provides controllers for digital printers. The company�� big clients in this segment are Xerox, Ricoh, Konica Minolta, and Canon, contributing 80% of this segment�� revenue. These clients are expected to launch new products in future, thus creating further potential for revenue growth.
- [By Seth Jayson]
Electronics for Imaging (Nasdaq: EFII ) reported earnings on April 18. Here are the numbers you need to know.
The 10-second takeaway
For the quarter ended March 31 (Q1), Electronics for Imaging beat expectations on revenues and beat expectations on earnings per share.
10 Best Railroad Stocks To Watch Right Now: K&S AG (KPLUY)
K&S AG is a Germany-based holding company which is active in the chemical sector. The Company divides its activities into four main business segments. The Potash and Magnesium Products segment is engaged in the crude potash and magnesium salts extraction and in processing raw materials into products for industrial, pharmaceutical, cosmetics and food industries. The Nitrogen Fertilizers business segment distributes fertilizers for almost all agricultural crops, and products for home and garden, plant care and plant protection, specialty fertilizers for public green areas, tree nurseries, horticulture and various special crops are offered. The Salt segment offers food grade salt, industrial salt and salt for chemical use, as well as de-icing salt applied to ensure road safety. The Complementary Business segments include recycling activities and the disposal and reutilization of waste salt mines, granulation of CATASAN, logistics, and trading in different basic chemicals. Advisors' Opinion:- [By Rich Duprey]
Yet, Europe's leading potash player K+S (NASDAQOTH: KPLUY ) just said that, because of the upheaval that's occurred in the market, it was slashing its dividend by 82% for 2013,�reducing the payout ratio to just 11% of adjusted after tax�earnings, a far cry from the miner's usual�ratio of between 40% and 50%. Could this signal a new era of austerity that will ultimately see Potash,�Agrium (NYSE: AGU ) , and Mosaic (NYSE: MOS ) �end up whacking their payouts, as well?
10 Best Railroad Stocks To Watch Right Now: Amicus Therapeutics Inc.(FOLD)
Amicus Therapeutics Inc., a biopharmaceutical company, focuses on the discovery, development, and commercialization of orally-administered, small molecule drugs for the treatment of various human genetic diseases. Its drugs are known as pharmacological chaperones, which selectively bind to the target protein, enhance the stability of the protein, help it fold into the three-dimensional shape, and allow proper trafficking of the protein, thereby increasing protein activity, enhance cellular function, and reduce cell stress. The company primarily focuses on lysosomal storage disorders and diseases of neurodegeneration. Its products under development include Amigal, which is in phase III for the treatment of Fabry disease; AT2220, which completed phase I study for the treatment of Pompe disease; and Plicera, that has completed phase I study for the treatment of Gaucher disease. The company has license and collaboration agreement with Glaxo Group Limited to develop and commerc ialize Amigal. The company was founded in 2002 and is based in Cranbury, New Jersey.
Advisors' Opinion:- [By Rick Munarriz]
5. You've got to know when to FOLD 'em
Investing in biotech upstarts can be pretty risky, and Amicus Therapeutics (NASDAQ: FOLD ) investors learned that the hard way this week.
10 Best Railroad Stocks To Watch Right Now: VolitionRX Ltd (VNRX)
VolitionRX Limited, formerly Standard Capital Corporation, incorporated on September 24, 1998, through its wholly owned subsidiary Singapore Volition Pte Limited (Volition), is a life sciences company focused on developing blood-based diagnostic tests. As of October 12, 2011, Volition was developing a range of blood-based epigenetic cancer screening tests, which will be released for research then clinical use in Europe, North America and globally. The tests will enable doctors to screen for the general presence of cancer in the body with a single blood test, and investigate, which cancer is present in many of those cancer positive patients using a panel of tests. On October 6, 2011, the Company announced the closure of the share exchange agreement with the Company. On October 6, 2011, Volition became a wholly owned subsidiary of the Company.
Volition�� HyperGenomics technology will determine specific epigenetic signatures from cancer biopsies. The HyperGenomics range of tests will be used as a second line once cancer has been diagnosed, to determine the specific subtype of disease and to help decide the most appropriate therapy. Volition is developing a non-invasive blood test for endometriosis, based on its Nucleosomics technology.
Advisors' Opinion:- [By Peter Graham]
At the end of last week, small cap stocks Senesco Technologies, Inc (OTCBB: SNTI), VolitionRX Ltd (OTCMKTS: VNRX) and Micromem Technologies Inc (OTCBB: MMTIF) were all trending upwards ��ending up 13.65%, 8.73% and 7.61%, respectively, on Friday. However, it�� a new trading week with the last two trading days for the year. So what direction will these three small caps head in for the end of this year and into next year? Here is a quick look to help you decide on a trading or investment strategy:
10 Best Railroad Stocks To Watch Right Now: Pacific Rubiales Energy Corp (PEGFF.PK)
Pacific Rubiales Energy Corp. (Pacific Rubiales) is a producerand seller of natural gas and heavy crude oil. The Company also purchases crude oil from third parties to be used as diluents and for trading purposes. The Company owns Meta Petroleum Corp. (Meta), an oil branch which operates the Rubiales/Piriri and Quifa oil fields in the Llanos Basin in association with Ecopetrol; and Pacific Stratus Energy Colombia Corp. (Pacific Stratus), which operates the wholly owned La Creciente gas field in the northern part of Colombia and other light and medium oil fields. In addition to its production assets, it has investment in oil pipelines in Colombia, including the Oleoducto de los Llanos S.A. Pipeline and the new Oleoducto Bicentenario de Colombia pipeline, under construction. In November 2013, Pacific Rubiales Energy Corp acquired Petrominerales Ltd. Advisors' Opinion:- [By Value Digger]
C&C Energia was acquired by Pacific Rubiales (PEGFF.PK) for $9.5 (including the shares for Platino Energy), three months later. Nobody else had ever written an online article about C&C Energia.
- [By Value Digger]
Apart from the momentum traders, the growth seekers have to check it out too. Manitok Energy is another growth company with a non-existent coverage from the online publications, although it has been growing by leaps and bounds during the last couple of years. I really enjoy uncovering such companies. In fact, by discovering under-followed growth companies with very attractive valuations is how I started my articles with SeekingAlpha one year ago. It was when I uncovered C&C Energia. I recommended this debt-free South American producer at ~$5.7 in August 2012. C&C Energia was bought out by Pacific Rubiales (PEGFF.PK) a couple of months later at $9.81. My article is here.
10 Best Railroad Stocks To Watch Right Now: Balchem Corp (BCPC)
Balchem Corporation incorporated on Jan 30, 1967, is engaged in the development, manufacture and marketing of specialty performance ingredients and products for the food, nutritional, feed, pharmaceutical and medical sterilization industries. The Company operates in three segments: Specialty Products, Food, Pharma & Nutrition and Animal Nutrition & Health. The Company sells its products through its own sales force, independent distributors and sales agents. The Company operates five wholly owned domestic subsidiaries, such as BCP Ingredients, Inc., Aberco, Inc., Balchem BV, Balchem Trading BV and Balchem Italia Srl.
Food, Pharma & Nutrition
The Food, Pharma & Nutrition (FPN) segment provides microencapsulation solutions to a variety of applications in food, pharmaceutical and nutritional ingredients to enhance performance of nutritional fortification, processing, mixing, and packaging applications and shelf-life. Major product applications are baked goods, refrigerated and frozen dough systems, processed meats, seasoning blends, confections, and nutritional supplements. The Company also markets human grade choline nutrient products through this segment for wellness applications.
Specialty Products
The Company's Specialty Products segment operates in industry as ARC Specialty Products. Ethylene oxide, at the 100% level, is sold as a sterilant gas, primarily for use in the health care industry. It is used to sterilize a wide range of medical devices because of its versatility and effectiveness in treating hard or soft surfaces, composites, metals, tubing and different types of plastics. The Company's 100% ethylene oxide product is distributed in uniquely designed, recyclable, double-walled, stainless steel drums. Contract sterilizers, medical device manufacturers, and medical gas distributors are the Company's principal customers for this product. In addition, the Company also sells single use canisters with 100% ethylene oxide for uses in medical dev! ice sterilization.
The Company markets and sells propylene oxide as a fumigant to aids in the control of insects and microbiological spoilage and to reduce bacterial and mold contamination in shell and processed nut meats (except peanuts), processed spices, cacao beans, cocoa powder, raisins, figs and prunes. The Company distributes its propylene oxide product primarily in recyclable, single-walled, carbon steel cylinders The Company also sells propylene oxide to customers seeking smaller quantities and whose requirements include utilization in various chemical synthesis applications, to make paints more durable and for manufacturing specialty starches and textile coatings.
Animal Nutrition & Health
The Company's Animal Nutrition & Health (ANH) segment provides the animal nutrition and health markets with products derived from the Company's microencapsulation, chelation, and basic choline chloride technologies. Commercial sales of REASHURE Choline, a microencapsulated choline, NITROSHURETM, a microencapsulated urea, and NIASHURETM, the Company's microencapsulated niacin for dairy cows, boosts health and milk production in transition and lactating dairy cows, delivering nutrient supplements that survive the rumen and are biologically available, providing required nutritional levels. The Company's AMINOSHURE-L product, a rumen-protected lysine for use in dairy rations, gives nutritionists and dairy producers a precise and consistent source of rumen-protected lysine. The Company also markets chelated mineral supplements for uses in animal feed throughout the world. ANH also manufactures and supplies basic choline chloride, an essential nutrient for animal health, predominantly to the poultry and swine industries. The ANH segment also includes choline and certain derivatives manufactured and sold into various industrial applications, predominately as a component for hydraulic fracturing of shale natural gas wells, and methylamines which are a primary building block fo! r the man! ufacture of choline products and are also used in a wide range of industrial applications.
Advisors' Opinion:- [By Lisa Levin]
Balchem (NASDAQ: BCPC) surged 13.56% to $59.19. The volume of Balchem shares traded 499% higher than normal. Balchem announced its plans to aquire SensoryEffects for $567 million.
- [By John Udovich]
Small cap ingredients stock Balchem Corporation (NASDAQ: BCPC) jumped 22.76% yesterday on news about an acquisition, meaning its worth taking a closer look at the stock along with potential peers like small cap MGP Ingredients Inc (NASDAQ: MGPI) and the PowerShares Dynamic Food & Beverage ETF (NYSEARCA: PBJ).
- [By Jake L'Ecuyer]
Equities Trading UP
Balchem (NASDAQ: BCPC) shares shot up 14.18 percent to $59.51 after the company announced its plans to acquire SensoryEffects for $567 million.
10 Best Railroad Stocks To Watch Right Now: Forest Laboratories Inc (FRX)
Forest Laboratories, Inc. (Forest), incorporated on April 11, 1956, develops, manufactures and sells branded forms of ethical drug products, most of which requires a physician's prescription. The Company also focuses on the development and introduction of new products, including products developed in collaboration with licensing partners. Its products include those developed by the Company and those acquired from other pharmaceutical companies and integrated into its marketing and distribution systems. The Company�� principal products include Lexapro, its selective serotonin reuptake inhibitor (SSRI) for the treatment of major depressive disorder (MDD) in adults and adolescents and generalized anxiety disorder (GAD) in adults; Namenda, its N-methyl-D-Aspartate (NMDA) antagonist for the treatment of moderate and severe Alzheimer's disease; Bystolic, its beta-blocker for the treatment of hypertension; Savella, its selective serotonin and norepinephrine reuptake inhibitor (SNRI) for the management of fibromyalgia and its newest marketed product Teflaro, a broad-spectrum hospital-based injectable cephalosporin antibiotic for the treatment of adults with community-acquired bacterial pneumonia. On April 13, 2011, the Company acquired Clinical Data Inc. (Clinical Data), a specialty pharmaceutical company.
Aclidinium
In June 2011, the Company ahs submitted a New Drug Application (NDA) to the Food and Drug Administration (FDA) for aclidinium (aclidinium bromide), a long-acting antimuscarinic agent developed as an inhaled therapy for the maintenance treatment of chronic obstructive pulmonary disease (COPD). When given by inhalation, aclidinium leads to bronchodilation by inhibiting airway smooth muscle contraction. Aclidinium is rapidly hydrolyzed in human plasma to two major inactive metabolites. Aclidinium is administered to patients using a multi-dose dry powder inhaler (MDPI). This inhaler was designed with a feedback system which, through a ��olored control window��and an a! udible click, helps confirm that the patient has inhaled correctly. It contains multiple doses of aclidinium, includes a visible dose-level indicator, and also incorporates features such as an anti-double dosing mechanism and an end-of-dose lock-out system to prevent use of an empty inhaler.
Linaclotide
Linaclotide is being investigated for the treatment of constipation-predominant irritable bowel syndrome (IBS-C) and chronic constipation (CC). Linaclotide is an agonist of the guanylate cyclase type-C receptor found in the intestine and acts by a mechanism. Linaclotide increases fluid secretions leading to increased bowel movement frequency and reduces abdominal pain. Linaclotide is administered orally but acts locally in the intestine with no measurable systemic exposure at therapeutic doses and is intended for once-daily administration.
Viibryd
As a result of its acquisition of Clinical Data, Inc. (Clinical Data) completed in April 2011, the Company obtained worldwide rights to develop and market Viibryd (vilazodone HCl) a selective serotonin reuptake inhibitor and a 5-HT1A receptor partial agonist developed by Clinical Data for the treatment of adults with major depressive disorder (MDD). Viibryd became available to patients during the June 2011 quarter and was formally launched in the U.S. in late August 2011.
Daliresp
In February 2011, the Company received approval from the United States Food and Drug Administration (FDA) for the marketing of Daliresp (roflumilast). Daliresp is once-daily, orally administered, selective phosphodiesterase 4 (PDE4) enzyme inhibitor, developed by its partner, Nycomed GmbH (Nycomed), as a treatment to reduce the risk of exacerbations in patients with severe chronic obstructive pulmonary disease (COPD) associated with chronic bronchitis and a history of exacerbations.
Namenda
Namenda (memantine HCl) is an N-methyl-D-Aspartate (NMDA) receptor agonist for the treatmen! t of mode! rate and severe Alzheimer�� disease. In June 2010, Namenda XR was approved by the FDA for the treatment of moderate to severe dementia of the Alzheimer�� type. Namenda XR is a 28 milligrams once-daily extended-release formulation of Namenda. The Company has obtained the exclusive rights to develop and market memantine in the United States by license agreement with Merz Pharma GmbH & Co. KgaA (Merz) of Germany, the originator of the product.
Bystolic
Bystolic is a beta-1 selective beta-blocker with vasodilating properties. Bystolic decreases heart rate and myocardial contractility and suppresses rennin activity. The Company licensed exclusive United States and Canadian rights to Bystolic from Mylan Inc. (Mylan).
Savella
Savella (milnacipran HCl) is the Company�� selective serotonin and norepinephrine inhibitor (SNRI) for the management of fibromyalgia. Fibromyalgia is a chronic condition characterized by widespread pain and decreased physical function. The Company licensed the United States and Canadian rights to develop and commercialize Savella from Cypress Bioscience, Inc. (Cypress). Its license agreement includes two patents covering the use of Savella for the management of fibromyalgia.
Teflaro
In October 2010, the Company received marketing approval from the FDA for Teflaro (ceftaroline) for the treatment of adults with community-acquired bacterial pneumonia, including cases caused by Streptococcus pneumoniae bacteremia and with acute bacterial skin and skin structure infections, including cases caused by methicillin-resistant Staphylococcus aureus. Teflaro is a spectrum, hospital-based injectable cephalosporin antibiotic with activity against Gram-positive bacteria and common Gram-negative bacteria. Teflaro is a member of the cephalosporin class of antibiotics. The worldwide rights (excluding Japan) to Teflaro are in-licensed on an exclusive basis from Takeda Pharmaceutical Company (Takeda). Teflaro is als! o covered! by two United States patents that relate to the ceftaroline formulation that expire in 2021 and that may provide additional exclusivity.
Avibactam
Avibactam is designed to be co-administered with select antibiotics to enhance their spectrum of activity. The Company received the exclusive rights to administer avibactam with ceftaroline as a combination product in North America. Avibactam is a beta-lactamase inhibitor designed to be co-administered with select antibiotics to enhance their spectrum of activity by overcoming beta-lactamase-related antibacterial resistance.
Lexapro
Lexapro�� is a SSRI for the treatment of MDD in adults and adolescents and GAD in adults. Lexapro�� (escitalopram oxalate) single isomer version of citalopram HBr, for the treatment of MDD in adults and adolescents and GAD in adults.
Cariprazine
Cariprazine is an oral D2/D3 partial agonist. Cariprazine is also undergoing Phase III trials for schizophrenia and acute mania associated with bipolar depression, bipolar depression and as an adjunct treatment for MDD.
Levomilnacipran
Levomilnacipran is a once-daily, selective norepinephrine and serotonin reuptake inhibitor, two neurotransmitters known to play an essential role in regulating mood, and is being developed for the treatment of MDD.
GRT 6005
In December 2010, the Company entered into a license agreement with Grunenthal GmbH for the co-development and commercialization of GRT 6005 and its follow-on compound GRT 6006, small molecule analgesic compounds being developed by Grunenthal for the treatment of moderate to severe chronic pain. GRT 6005 and GRT 6006 are compounds with pharmacological and pharmacokinetic profiles that may enhance their effect in certain pain conditions. GRT 6005 has completed initial proof-of-concept studies in nociceptive and neuropathic pain with further Phase II studies planned prior to initiation of Phase III s! tudies.
TTP399
In June 2010, the Company entered into a license agreement with TransTech Pharma, Inc. (TransTech) for the development and commercialization of TTP399, a functionally liver selective glucokinase activator (GKA) discovered and developed by TransTech for the treatment of Type II diabetes. Early Phase I testing suggests that pharmacological enhancement of glucokinase activity may lower blood glucose in diabetic patients.
Azimilide
In April 2011, the Company entered into an agreement with Blue Ash Therapeutics, LLC (Blue Ash) pursuant to which it acquired the worldwide rights to azimilide, a class III antiarrhythmic agent developed by Proctor & Gamble Pharmaceuticals. Based on its mechanism of action and results of clinical trials, azimilide was determined to be suited for use in patients with a history of life-threatening ventricular arrhythmias and who have an implantable cardioverter defibrillator. In 2010, the FDA agreed to one additional Phase III study to support a regulatory submission for azimilide in the U.S.
RGH-618
RGH-618 involves a series of compounds that target metabotropic glutamate receptors and are agonists, which represent potential agents for the treatment of anxiety, depression and other central nervous system (CNS) conditions. In March 2012, the Company initiated a Phase I study in healthy volunteers of RGH-618.
Advisors' Opinion:- [By Sean Williams]
Glaxo's Advair, which came off patent last year, is still going strong because generic competitors have had a hard time creating a biosimilar compound. There's also Novartis' (NYSE: NVS ) once-daily inhaled powder, Arcapta, for the long-term maintenance of COPD, which was approved in July 2011 and is a beta-2-andrenergic agonist that helps muscles around the airways of the lungs stay relaxed. Forest Laboratories (NYSE: FRX ) also has a pair of FDA-approved COPD treatments in Daliresp, which was approved in March 2011 as a once-daily pill to decrease the worsening of symptoms from COPD, and Tudorza Pressair, a twice-daily inhaler aimed at long-term maintenance of bronchospasms associated with COPD that was approved last year. And who can forget AstraZeneca's�blockbuster Symbicort or Pfizer and Boehringer Ingelheim's Spiriva?
- [By Ben Levisohn]
The S&P 500 is getting a boost today from Alcoa (AA), which has gained 4.1% to $8.95 after it announced a joint venture aimed at the aerospace industry, Forest Labs (FRX), which has climbed 3.8% to $56.01 after reporting better-than-forecast earnings and guidance and Freeport-McMoran Copper & Gold (FCX), which reported better-than-expected earnings and said it would seek significant cost cuts.
No comments:
Post a Comment