Posted on April 22, 2012
By AllAboutAlpha.com:
Since the nation’s establishment in 1948, Israel has existed in a perpetual state of conflict. There is little doubt that these conflicts have had a negative impact on the country’s stability and relations. The BBC World Service Country Poll states that 49% of the more than 28,000 interviewed held a negative view on Israel’s influence in the world.
This small nation has, however, experienced astonishing economic growth. Israel is the 40th largest economy in the world, with a GDP of around US$245 billion (putting it ahead of Portugal and Ireland, and just behind Malaysia and Singapore). This is a nation second only to the United States in terms of venture capital funds, with the highest rate of start-up businesses per capita and also the highest ratio of university degrees to population anywhere in the world.
To learn more about the opportunities in Israel, I spoke to Michael Freedman, Executive Director
Complete Story »
Posted on April 18, 2012
By Kapitall:
Do you follow the buying and selling trends of smart money investors? What if they disagree with the rest of the market?
We ran a screen on the tech sector for stocks that are outperforming the rest of the market, with quarterly performance above 20%.
We then screened these names for those seeing significant net selling from institutional investors over the last quarter – with net sales representing at least 5% of share float – indicating that institutional investors including hedge funds expect these names to underperform.
Are they proved wrong by these stocks’ winning streaks, or are they destined to fall?
Interactive Chart: Press Play to compare changes in market cap 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.
Do you think these names have risen too far too fast? Use this
Complete Story »
Posted on April 10, 2012
By The Oxen Group:
By Giorgio Ferrero
Daily Data: Chinese Stocks
Chinese stocks have been popular for quite some time. Investors have been attracted to the country’s +8% GDP growth rate. The growth is so staggering that you can view videos on youtube.com of construction companies building 15-story hotels in just days!
Today, I looked up every Chinese company on finviz.com and screened all the tickers through the following criteria:
- Chinese Stock
- Minimum 5 years data
- Currently trading over $10
The total number of tickers I found was 24 out of an original list of 210. The companies investigated are Aluminum Corp. of China (ACH), AsiaInfo-Linkage (ASIA), Baidu (BIDU), China Eastern Airlines (CEA), China Telecom (CHA), Ctrip.com (CTRP), New Oriental Education (EDU), Guangshen Railway (GSH), Home Inns (HMIN), Huaneng Power (HNP), Zhongpin (HOGS), 51job (JOBS), China Life Insurance (LFC), eLong (LONG), Mindray (MR), Netease (NTES), PetroChina (PTR), Sinopec (SHI), Sina (SINA), China Petroleum and
Complete Story »
Posted on April 09, 2012
By Zacks Investment Research:
By Eric Dutram
The nation of Israel has been under the microscope over the past few months as tensions continue to build between the country and Iran. Many analysts believe that Israel will not tolerate Iran possessing a nuclear weapon and that the small country will move to bomb Iranian facilities in short order.
While speculation over a skirmish between the two heated rivals continues to build and scare off some investors, the fact remains that only words have been exchanged so far. In essence, some are beginning to wonder if a more peaceful solution can be reached or if Israel can somehow learn to live with a nuclear armed Iran at its doorstep.
Although both situations seem unlikely, analysts must also remember the political trends that could heavily impact the developments in the region as well. Israel is scheduled to hold elections in October 2013 while the U.S. has
Complete Story »
Posted on April 09, 2012
By Alex Shadunsky:
After reaching all-time highs in early 2010, Teva Pharma (TEVA) has struggled, falling to below $40 a share for the first time since 2007 before rebounding to its current level of $45. However, it seems like the market is underestimating the growth of the generic market and Teva’s standing is one of the big dominant players in the industry. Furthermore, the two of the valuation metrics are suggesting that the stock is undervalued. Analysts suggest that the stock has upside of 17%, but considering Teva has a market cap of nearly $40 billion, this is some decent upside in the stock. Below is an in depth look at the valuation metrics and stock chart.
Valuation: Teva Pharma’s trailing 5 year valuation metrics suggest that the stock is undervalued as all of the metrics are below their respective 5 year averages. Teva Pharma’s current P/B ratio is 1.8 and it has
Complete Story »
Posted on March 22, 2012
Partner Communications Company Ltd. (PTNR)
Q4 2011 Earnings Call
March 22, 2012 12:00 pm ET
Executives
Gideon Koch – Manager, Revenues-Finance Department
Ziv Leitman – CFO
Haim Romano – CEO
Analysts
Simon Morris – Citibank
Presentation
Operator
Ladies and gentlemen, thank you for standing by. Welcome to the Partner Communications Company fourth quarter and yearend 2011 results conference call. All participants are at present in listen-only mode. (Operator Instructions). As a reminder, this conference is being recorded March 22nd, 2012. I would now like to turn over the call to Mr. Gideon Koch. Mr. Koch, please begin.
Gideon Koch
Thank you and thank you to all of our listeners for joining us on this conference call to discuss Partner Communications final and complete results for the fourth quarter from the year 2011. With me on the call today is Haim Romano Partners’ CEO; and Ziv Leitman, our CFO. We have
Complete Story »
Posted on March 21, 2012
Teva Pharmaceutical Industries Limited (TEVA)
Barclays Capital Global Healthcare Conference
March 13, 2012 4:15 PM ET
Executives
Bill Marth – Chief Executive Officer
Analysts
Doug Tsao – Barclays Capital
Presentation
Doug Tsao
–
Barclays Capital
So, good afternoon, everybody. My name is Doug Tsao. I cover U.S. Spec Pharma here at Barclays Capital. With us now is Bill Marth, CEO of Teva Americas. Obviously, I think almost everybody in the room is very familiar with Teva, which is the largest generics manufacturer in the world, as well as a leading brand player as well and certainly, increasingly so and certainly, part of the strategic direction for the company is to diversify the model. So, I think that will obviously be sort of a point of our conversation.
So to start off with, Bill, I think with a lot of the generics manufacturers who we’ve had present today, sort of started
Complete Story »
Posted on March 20, 2012
Teva Pharmaceutical Industries Limited (TEVA)
Barclays Capital Global Healthcare Conference Transcript
March 13, 2012 4:15 PM ET
Executives
Bill Marth – Chief Executive Officer
Analysts
Doug Tsao – Barclays Capital
Presentation
Doug Tsao
–
Barclays Capital
So, good afternoon, everybody. My name is Doug Tsao. I cover U.S. Spec Pharma here at Barclays Capital. With us now is Bill Marth, CEO of Teva Americas. Obviously, I think almost everybody in the room is very familiar with Teva, which is the largest generics manufacturer in the world, as well as a leading brand player as well and certainly, increasingly so and certainly, part of the strategic direction for the company is to diversify the model. So, I think that will obviously be sort of a point of our conversation.
So to start off with, Bill, I think with a lot of the generics manufacturers who we’ve had present today, sort of
Complete Story »
Posted on March 08, 2012
Teva Pharmaceutical Industries Limited (TEVA)
Citi Global Health Care Conference
February 27, 2012, 14:00 p.m. ET
Executi
ve
s
Lesley Russell – SVP, R&D Global Branded Products
Kevin Mannix – IR
Presentation
Unidentified Analyst
We will get started. Our next session will be Teva Pharmaceutical’s. We have great pleasure of introducing Lesley Russell, sitting at my left, she is a hematologist, oncologist with over 19 years of international pharmaceutical industry experience in leadership in the therapeutic areas of hematology, oncology, neurology psychiatry, pain and inflammation, respiratory medicines, cardiovascular medicines, and stem cell therapies, all important areas within Teva’s branded focus going forward. And to Lesley’s immediate left, everyone knows Kevin, Kevin Mannix also from Teva.
So, Teva has obviously been able to expand its critical mass, it now has R&D about 1.5 billion in R&D. It seems as though a good chunk or a large portion of that are about $1 billion
Complete Story »
Posted on March 08, 2012
By Kapitall:
Do you like to follow the buying trends of big money investors? One idea is to compare a stock’s recent performance to its institutional buying trends. When they don’t match up, there might be more to the story.
We ran a screen on the tech sector for stocks rallying above their 20-day, 50-day, and 200-day moving averages. We then screened for those with significant net institutional selling over the current quarter.
Despite this strong trading performance, institutional investors such as hedge fund managers expect these names to underperform.
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
Complete Story »