By Bret Jensen:

Teva Pharmaceuticals (TEVA) posted earnings Wednesday morning. I have been a bull on TEVA for quite some time and this earnings report should drive further gains in the stock and reaffirms why TEVA is a core part of the long side of my portfolio.

Key highlights from Teva’s just released earnings report

• Management is raising the stock’s dividend by 25%
• It reported quarterly earnings of $1.59 which beat consensus by a penny
• More importantly, revenues expanded by 28.5% year over year to $5.68 which was $20mm over consensus.
• The CEO reported that 2011 ended on a strong note and it is making progress in diversifying its product mix.

4 reasons TEVA is still a good buy at $44 a share:

• The stock is showing increasing technical strength and now sits above its 200 day moving average (See Chart)

(Click to enlarge)

• Credit Suisse is one of several firms positive on

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By Stephen Simpson:

To the credit of Teva Pharmaceuticals’ (TEVA) board, if you underperform in the top spot there, you will be replaced. Recent years have seen the company struggle to deliver the sort of performance that shareholders had come to expect, and missteps in manufacturing and clinical development didn’t help matters. Now the company has a new CEO, strong generic candidates, a growing branded business, and perhaps a chance to regain past esteem.

A Fairly Solid Q4

Teva’s fourth quarter results were solid, if not radically ahead of expectations. Revenue rose about 29% as reported, with the inclusion of Cephalon adding a significant amount of revenue growth. Revenue from generic drugs and ingredients rose 12% overall, but were down 5% in the U.S. Branded drug sales rose 68% as reported or about 25% on an organic basis, with Teva’s key multiple sclerosis drug Copaxone up 11%.

Profitability was good on an adjusted

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By James Stocklasar Thomas Jr.:

Teva (TEVA) has gained the reputation of being a long term player in the oncology field. Which is why the following story means to much to me.

Sitting in front of me, a vivacious young woman showed me what looked like the black death of head and neck cancer. I could have wept. Half my age, the angel of death seemed to have penetrated inside her gum line. It sickened me the sight was so repulsive.

Head and neck cancer is unforgiving. It attacks the head and neck region including the nasal cavity, lips, sinuses, salivary glands, throat, mouth, and larynx. It disfigures the fortunate people who survive. It leaves people with half a face. Just ask Robert Ebert.

Enter Teva. Through key a partnership with a small biotech firm, CEL-Sci (CVM), Teva is helping to advance a product called Multikine to bring hope to the hopeless. Israel-based Teva is

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By Kapitall:

When considering stocks, it’s always helpful to gauge what the rest of the market thinks. One source for that is the number of shares shorted. Companies seeing significant increases in shares shorted are being viewed more negatively, and vice-versa.

We ran a screen on the tech sector for stocks seeing the most significant decreases in shares shorted month-over-month. This indicates that short sellers are less bearish on these names than they were before.

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Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬

Your browser does not support iframes.

We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list’s recent performance, click here.

Do

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Teva Pharmaceutical Industries Ltd. (TEVA)

30th Annual J.P. Morgan Healthcare Conference

January 10, 2012 12:30 PM ET

Executives

Eyal Desheh – CFO

William S. Marth – President & Chief Executive Officer Americas

Analysts

Chris Schott – JP Morgan

Presentation

[Q&A session only]

Question-And-Answer

Chris Schott – JP

Morgan

Great. Good morning, everybody. I’m Chris Schott, Pharmaceutical Analyst at JP Morgan. I’m very pleased to be introducing Teva this morning. From Teva we’ve Eyal Desheh, the company’s CFO, as well as Bill Marth, who is President and CEO of Teva Americas.

We are going to do a format today, it’s going to be more kind of a Q&A type of format. But I was going to have Eyal make some quick opening remarks and I will go to kind of some interactive questions from there.

Eyal Desheh

Well, thank you very much. Good morning, everyone. We’re always happy to be here

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By Ganaxi Small Cap Movers:

Many leading funds filed forms 13-D and 13-G (and form 4) with the SEC last week, including Baillie Gifford, JPMorgan Chase & Co., and RBS Partners, indicating that they had amended their ownership in U.S. traded public companies. The forms are required to be filed within 10 days, so the institutions traded these shares sometime at or after the end of last year. Also, we have included, when applicable, SEC Form 4 filings by Institutions that are considered corporate insiders by virtue of their holding more than 10% ownership, and in many cases having representation on the board of directors. The following are the most notable filings in multiple sectors last week, not detailed earlier in our coverage by sector (for more info on Forms 13-D and 13-G, and how to interpret that, please refer to the end of this article):

Ctrip.com International ADR (CTRP): CTRP is a China-based consolidator

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By Kapitall:

Over 500 companies are reporting their fourth quarter earnings next week – do you have a watch list prepared?

For ideas, we ran a screen on next week’s reporting companies for those with the most significant net insider buying over the last six months. This indicates that insiders, such as members of the board and upper management, who know more about their companies than any other investors, are bullish about their employer’s prospects.

‪

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬

Your browser does not support iframes.

We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list’s recent performance, click here.

Do

Complete Story »