Saturday, November 1, 2014

Hot Life Sciences Stocks To Buy For 2014

My top idea for conservative, income-oriented investors in the coming year is a closed-end fund that invests in public and privately-held companies doing work in the life sciences arena, writes Nate Pile of Nate's Notes.

The life sciences industry includes stocks in biotechnology, pharmaceuticals, diagnostics, managed healthcare and medical equipment, and healthcare information technology and services.

This recommended fund��ambrecht & Quist Life Sciences Fund (HQL)��as also our top pick last year, and the fund rose 44% in 2013.

In addition to rising in value, the fund has a dividend policy of paying out 2% of its net asset value of each quarter.

By choosing to take this payout in the form of a dividend reinvestment, rather than cash, investors have done very well for themselves as they've watched, both the size of their holdings, and the share price itself, increase as the years have rolled by.

To be sure, you will always be able to get more bang for your buck by owning individual biotech stocks.

Top 5 Regional Bank Companies To Watch For 2015: Precision Drilling Corp (PDS)

Precision Drilling Corporation (Precision) is a provider of contract drilling and completion and production services primarily to oil and natural gas exploration and production companies in Canada and the United States. The Company operates in two segments: Contract Drilling Services, and Completion and Production Services. In Canada, the Contract Drilling Services segment includes land drilling services, directional drilling services, procurement and distribution of oilfield supplies and the manufacture and refurbishment of drilling and service rig equipment, and the Completion and Production Services segment includes service rigs for well completion and workover services, snubbing services, camp and catering services, wastewater treatment services and the rental of oilfield surface equipment, tubulars, well control equipment and wellsite accommodations. Advisors' Opinion:
  • [By Lee Jackson]

    Precision Drilling Corp. (NYSE: PDS) is Canada’s leading oilfield services firm, which provides contract drilling, well servicing and strategic support services to its customers. The company was formed as a private drilling contractor in the early 1950s and has grown on the back of fleet expansion and acquisitions, most notably the $2 billion purchase of Grey Wolf in 2008. The company pays investors a 2.1% dividend. The Jefferies price objective goes from $11 to $13. The consensus stands at $12.78. The stock closed Friday at $10.39.

Hot Life Sciences Stocks To Buy For 2014: Supernus Pharmaceuticals Inc (SUPN)

Supernus Pharmaceuticals, Inc. (Supernus), incorporated on March 30, 2005, is a specialty pharmaceutical company focused on developing and commercializing products for the treatment of central nervous system diseases, including neurological and psychiatric disorders. Supernus is developing several product candidates in neurology and psychiatry to address opportunities in epilepsy and attention deficit hyperactivity disorder (ADHD). Supernus�� two epilepsy product candidates are SPN-538 and Epliga. Epliga is in Phase III clinical trials. Supernus ADHD product candidates include SPN-810 (molindone hydrochloride), a treatment for impulsive aggression in patients with ADHD, and SPN-812, a non-stimulant treatment for ADHD. Both of these programs are in Phase II. In addition to these four products candidates, Supernus has several additional product candidates in various stages of development, including SPN-809. Its wholly owned subsidiary includes TCD Royalty Sub LLC.

Supernus�� Late-Stage Neurology Portfolio

SPN-538 is an oral once-daily extended release topiramate product for the treatment of epilepsy. Topiramate is marketed by Johnson & Johnson under the brand name Topamax and is available in a generic form. As of December 31, 2009, Topiramate was available only in immediate release form and is indicated for monotherapy and adjunctive therapy of epilepsy and for the treatment of migraine. It works by enhancing the inhibitory effect of the Gamma-Aminobutyric Acid (GABA) neurotransmitter that regulates neuronal excitability throughout the nervous system, blocking the excitatory effect of the glutamate neurotransmitter, blocking the sodium channel and inhibiting the carbonic anhydrase enzyme.

Epliga is an oral once-daily extended release formulation of oxcarbazepine. As of December 31, 2009, Epliga was in Phase III trials. Oxcarbazepine is marketed by Novartis under the brand name Trileptal and is available in a generic form. Trileptal is indicated for monotherap! y and adjunctive therapy of epilepsy. Oxcarbazepine is an active voltage-dependent sodium channel blocker.

Supernus�� Psychiatry Portfolio

SPN-810 (molindone hydrochloride) is a treatment for impulsive aggression in patients with ADHD. As of December 31, 2009, it was in Phase II. SPN-810 is based on molindone hydrochloride. As of December 31, 2009, the Company had completed four clinical trials for SPN-810, including a Phase IIa trial, in which it tested the safety and tolerability of immediate release molindone hydrochloride in children with ADHD who suffer from serious persistent conduct problems. This open-label, dose-ranging trial randomized 78 children, 6-12 years of age, into one of four treatment groups, which were given four different doses of immediate release molindone hydrochloride, between 10 milligram and 40 milligram per day, depending on weight, three times a day over a six-week treatment period, after 2-5 weeks of titration. SPN-810 was well tolerated in the trial with no clinically meaningful changes in standard hematology, clinical chemistry values, vital signs or electrocardiogram results. SPN-810 also showed improvements on the primary and secondary outcome measures, such as conduct problem and ADHD scales, across all four treatment groups. SPN-812 is a non-stimulant treatment for ADHD. As of December 31, 2009, SPN-812 was in Phase II. SPN-812 is a selective norepinephrine reuptake inhibitor.

Supernus�� Technology Platforms

The Company has a long track record of developing products by applying technologies to known drugs to improve existing therapies and to enable the treatment of new indications. Supernus�� main technology platforms include: Microtrol (multiparticulate delivery platform), Solutrol (matrix delivery platform) and EnSoTrol (osmotic delivery system). The Company�� technologies have been used in the approved and marketed products, including Carbatrol (carbamazepine), Equetro (carbamazepine), Adderall XR (mixe! d ampheta! mine salts), Sanctura XR (trospium chloride), Oracea (doxycycline) and Intuniv (guanfacine).

Advisors' Opinion:
  • [By Wallace Witkowski]

    Shares of Supernus Pharmaceuticals (SUPN) �jumped 20% after hours Monday after a drug on which the firm collaborated received Food and Drug Administration approval.

  • [By Monica Gerson]

    Supernus Pharmaceuticals (NASDAQ: SUPN) confirmed the FDA approval of its partner's heart blood-pressure treatment. Supernus shares jumped 18.24% to $8.75 in after-hours trading.

  • [By Sara Sjolin]

    Shares of Supernus Pharmaceuticals (SUPN) �could also be active, after the company jumped 20% after-hours on Monday after a drug on which the firm collaborated received Food and Drug Administration approval.

Hot Life Sciences Stocks To Buy For 2014: Marathon Investments Ltd (MARA)

Marathon Investments Ltd is an Israel-based company that invests in income-producing industrial companies. The Company's portfolio includes companies in the fields of heat treatment, biotechnology, inspection and advanced electronics. Its portfolio comprises of a number of companies: Protalix Biotherapeutics Inc. which produces plant protein-based medical treatment; Nanomotion Ltd. which develops, manufactures and markets tiny solid-state ceramic servo motors and positioning systems; Margan Business Development Ltd. which engages in early building and facility damage detection; BioView Ltd. which develops and manufactures medical screening and diagnostics systems; Solcon Industries Ltd. is a high technology electronics manufacturer, whose products are intended for installation in low and medium voltage AC Motor switchgear, and Chromat Ltd., which is a commercial steel heat treatment company, among others. Advisors' Opinion:
  • [By CRWE]

    Today, MARA has shed (-3.78%) down -0.23 at $5.85 with�23,913 shares in play thus far (ref. google finance Delayed: 11:09AM EDT September 11, 2013).

    Marathon Patent Group, Inc. previously reported its financial results for the second quarter ended June 30, 2013 (“Q2 2013″).
    For Q2, 2013, the Company reported gross revenue of $1,524,979, as a result of three patent licensing and settlement agreements. Q2 2013 marks the first quarter the Company has reported significant licensing and settlement revenue. Included in the gross revenue amount is the value of certain patents received in settlement from a defendant.

  • [By John Udovich]

    Although some view patent investors or speculators as nothing more than "patent trolls," small cap patent stocks RPX Corporation (NASDAQ: RPXC), Marathon Patent Group Inc (OTCBB: MARA) and Endeavor IP Inc (OTCBB: ENIP) are a couple of interesting options that allow retail investors to invest in patents as they either invest in patents themselves or they provide patent related services. However, there could be risks associated with investing in patent stocks because a bi-partisan bill called the Innovation Act (H.R. 3309) is�working its way through Congress to try and reign in the activities of so-called�patent trolls or companies�who go out and buy or license patents from others and then target alleged infringers with lawsuits.

Hot Life Sciences Stocks To Buy For 2014: John B. Sanfilippo & Son Inc.(JBSS)

John B. Sanfilippo & Son, Inc. engages in the processing and marketing of tree nuts and peanuts in the United States. It offers raw and processed nuts, including peanuts, almonds, Brazil nuts, pecans, pistachios, filberts, cashews, English walnuts, black walnuts, pine nuts, and macadamia nuts. The company provides nut products in various styles and seasonings, such as natural, blanched, oil roasted, dry roasted, unsalted, honey roasted, flavored, spicy, butter toffee, praline, and cinnamon toasted. It also offers peanut butter; food and snack products comprising snack mixes, salad toppings, natural snacks, trail mixes, dried fruit, and chocolate and yogurt coated products; baking ingredients; bulk food products; sunflower seeds, almond butter, sesame sticks, and other sesame snack products; and toppings for ice cream and yogurt. The company provides its products under various private labels, as well as under the Fisher, Orchard Valley Harvest, and Sunshine Country brand na mes. John B. Sanfilippo & Son, Inc. markets its products through its own sales department, a network of independent brokers, and various independent distributors and suppliers to retailers and wholesalers, as well as to industrial, food service, and contract packaging customers. The company was founded in 1959 and is headquartered in Elgin, Illinois.

Advisors' Opinion:
  • [By Garrett Cook]

    Non-cyclical consumer goods & services shares rose by 0.04 percent in today’s trading. Top gainers in the sector included John B Sanfilippo & Son (NASDAQ: JBSS), up 3.3 percent, and Blyth (NYSE: BTH), up 3.1 percent.

Hot Life Sciences Stocks To Buy For 2014: Dutch Gold Resources Inc (DGRI)

Dutch Gold Resources, Inc. (Dutch Gold), incorporated on May 14, 2002, is a precious metals exploration-stage company engaged in the business of acquiring, exploring and developing mineral properties in North America. The Company holds an interest in properties in Nevada, Montana and Oregon.

The Company holds a leasehold interest in a property near Philipsburg, Montana which consists of 217 acres of patented land and approximately 900 acres of Bureau of Land Management (BLM) land, referred to as Basin Gulch. The Jungo gold exploration project is located approximately 50 miles northwest of the town of Winnemucca in Humboldt County, Nevada. The property is on BLM land and is held by 95 unpatented lode mining claims. During the year ended December 31, 2011, the Company has not generated revenue from operations.

Advisors' Opinion:
  • [By Peter Graham]

    Next Generation Energy Corp (OTCMKTS: NGMC) and Dutch Gold Resources, Inc (OTCMKTS: DGRI) are the latest small cap stocks to announce their entry into the marijuana business while peer Endocan Corp (OTCMKTS: ENDO) sees some paid promotions or investor relations activities, but otherwise remains quiet. So will investors and traders alike achieve a high with any of these small cap marijuana stocks? Here is a quick reality check:

Hot Life Sciences Stocks To Buy For 2014: Retail Opportunity Investments Corp.(ROIC)

Retail Opportunity Investments Corp., a real estate investment trust (REIT), engages in the acquisition, ownership, and management of necessity-based community and neighborhood shopping centers in the eastern and western regions of the United States. As of December 31, 2011, its portfolio consisted of 30 owned retail properties totaling approximately 3.2 million square feet of gross leasable area. The company has elected to be taxed as a REIT, for U.S. federal income tax purposes. The company is based in White Plains, New York.

Advisors' Opinion:
  • [By Nelson Nguyen]

    Lessons Learned from "The Little Book that Builds Wealth" by Pat Dorsey

    Economic moats can protect companies from competition, helping them earn more money for a long time, and therefore making them more valuable to an investor. Return on capital (ROC) is the best way to judge a company�� profitability. Mistaken Moats: 1) Great products (i.e. Krispy Kreme, Netscape), 2) strong market share (i.e. Chrysler�� minivan, IBM�� PCs, General Motors), 3) great execution (i.e. Kodak), and 4) great management (i.e. JetBlue). They do not create long-term competitive advantages. They are nice to have, but they��e not enough. The four sources of structural competitive advantage are 1) intangible assets (brands, patents, licenses, etc.), 2) customer switching costs (products or services that are hard to give up, like banks), 3) network economics (i.e. credit cards, Microsoft Windows and Office), and 4) cost advantages (stems from process, location, scale or access to a unique asset). If you found a company with one of these characteristics with solid ROC, you��e probably found a company with an economic moat. It�� easier to create a competitive advantage in some industries than it is in others. See page 118 for Moats by Sector. Measuring Return on Capital: Return on Assets (ROA) measures how much income a company generates per dollar of assets. Return on Equity (ROE) measures the efficiency with which a company uses shareholders��equity and is a great overall measure on returns on capital. (Note: A flaw in using ROE is a company can take on a lot of debt and boost ROE without becoming more profitable.) Return on Invested Capital (ROIC) combines the best in both worlds by measuring the return on all capital invested in the firm (both debt and equity). Bet on the horse, not the jockey. Management matters, but far less than moats. The Moat Process on page 145:

    Has the firm historically generated solid ROC?

  • [By David Trainer]

    Kroger (KR) is one of my favorite stocks held by All Cap Blend ETFs and mutual funds and earns my Attractive rating. Kroger has grown profits (NOPAT) consistently since 1998 with a compounded annual growth rate of 8%. While Kroger's return on invested capital (ROIC) of 7% may not be top of the heap, its cost of capital (WACC) is less than 5%, allowing it to achieve positive economic earnings that have grown at a rate of 45% compounded annually since the financial crisis in 2008. Despite KR's excellent past few years, the stock is still trading at ~$37.63/share, giving KR a price to economic book value ratio of 0.7, implying that the market expects KR's profits to permanently decline by 30%. Judging by KR's past few years and its recent acquisition of expanding rival Harris Teeter (HTSI), this looks extremely unlikely, and investors should jump on while the stock still trades at a discount.

Hot Life Sciences Stocks To Buy For 2014: Xinyuan Real Estate Co Ltd(XIN)

Xinyuan Real Estate Co. Ltd., together with its subsidiaries, engages in residential real estate development in China. The company?s residential projects comprise various residential buildings that include multi-layer apartment buildings, sub-high-rise apartment buildings, or high-rise apartment buildings; auxiliary services and amenities, such as retail outlets, leisure and health facilities, kindergartens, and schools; and small scale residential properties. It also offers property management and other real estate related services, such as landscaping and installing intercom systems. In addition, the company leases properties, including an elementary school, a basement, three clubhouses, five kindergartens, and parking facilities. As of December 31, 2010, it had 21 completed projects with a total gross floor area (GFA) of approximately 2,049,460 square meters and comprising a total of 23,324 units, as well as 8 projects under construction with a total GFA of 1,804,946 sq uare meters. It primarily operates in seven tier II cities, comprising Hefei, Jinan, Kunshan, Suzhou, Zhengzhou, Xuzhou, and Chengdu. The company was founded in 1997 and is headquartered in Beijing, the People?s Republic of China.

Advisors' Opinion:
  • [By Tim Brugger]

    Having completed the repurchase of approximately $12.6 million of the $20 million share buyback program started last year, Xinjuan Real Estate's (NYSE: XIN  ) board of directors has authorized the repurchase of an additional $60 million of outstanding stock, the company announced today.

  • [By Benjamin Shepherd]

    In the meantime though, I would avoid betting on a hard Chinese landing, a bet that has cost many investors dearly over the past few years. I would, however, avoid most of the leading Chinese real estate developers such as China Vanke (OTC: CVKEF) and Xinyuan Real Estate (NYSE: XIN) which are almost entirely dependent on the domestic markets.

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