Biotech in general has been one of the market�� hottest sectors this year thanks to plenty of mostly good news�along with�new IPOs while small cap biotech stocks Delcath Systems (NASDAQ: DCTH), ZIOPHARM Oncology Inc (NASDAQ: ZIOP), Recro Pharma (NASDAQ: REPH), TetraLogic Pharmaceuticals (NASDAQ: TLOG)�and TNI BioTech (OTCMKTS: TNIB) have also produced their share of news�this week or in recent weeks. Just consider the following:
Biotech Stock Bubble Debate in 14 Charts. Haven�� decided whether there is a bubble in the biotech sector just yet? The Street has a short but to the point article with 14 charts showing how biotech stocks have had an unbelievable�year, but have also underperformed the broader market in the past month with momentum-driven biotech stocks (mostly small caps or mid caps)�having been hit with some serious selling over the past month. There was�also a chart showing how well orphan drug stocks have performed���up until the past month. Charting Biotech Blowups. As noted by Business Insider, ISI analyst Mark Schoenebaum recently issued a note to clients that�included a chart counting the�number of biotech stock "blowups" each year since 1990 with a ��lowup��being defined as a�one day downward stock move of 25% or more. Apparently, Schoenebaum wrote: "If you look at the trend, it doesn't look scary to me . . . . what do you think?"10 Best Construction Material Stocks To Own Right Now: Five Oaks Investment Corp (OAKS)
Five Oaks Investment Corp., incorporated on March 28, 2012, focused on investing in, financing and managing a leveraged portfolio of Agency and Non-Agency residential mortgage-backed securities, or RMBS, residential mortgage loans and other mortgage-related investments. The Company invests in both Agency RMBS and Non-Agency RMBS.
As of December 31, 2012, the Company�� portfolio consisted of Agency RMBS and Non-Agency RMBS. The Company is managed by Oak Circle Capital Partners LLC.
Advisors' Opinion:- [By Jon C. Ogg]
Five Oaks Investment Corp. (NYSE: OAKS) was downgraded to Neutral from Outperform at Credit Suisse.
Marathon Oil Corp. (NYSE: MRO) was downgraded to Neutral from Buy at BofA/Merrill Lynch.
Top Mid Cap Companies To Watch For 2014: Global X China Energy ETF (CHIE)
Global X China Energy ETF (the Fund) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S-BOX China Energy Index (the Underlying Index). The Underlying Index is a free float adjusted, liquidity tested and market capitalization-weighted index that is designed to measure performance of the investable universe of companies in the Energy sector of the Chinese economy, as defined by Structured Solutions AG. Global X Management Company, LLC serves as the investment adviser to the Fund. Advisors' Opinion:- [By pamatlarge]
Investors looking to short a particular sector can choose from several Global X long ETFs. The Global X China Consumer ETF (CHIQ) concentrates its investments in consumer cyclical goods and consumer defense goods. The Global X China Energy ETF (CHIE) primarily holds stocks in coal, oil and utility companies. The Global X China Financials ETF (CHIX) only invests in financial services companies and real estate companies. The Global X China Industrials ETF (CHII) holds stocks in industrial companies and basic materials companies. The Global X China Materials ETF (CHIM) invests in basic materials stocks. The Global X China Technology ETF (CHIB) holds technology stocks as the core of its investments. All of these ETFs are particularly sensitive to sector downturns and general economic contractions.
Top Mid Cap Companies To Watch For 2014: (ARM)
ARM Holdings plc, together with its subsidiaries, engages in the design of microprocessors, physical IP, and related technology and software; and sale of development tools to enhance the performance of high-volume embedded applications. Its products include microprocessors cores, such as specific functions comprising video and graphics IP, fabric IP, embedded software, and configurable digital signal processing IP; physical IP components for the design and manufacture of integrated circuits, which comprise embedded memory, standard cell, and input/output components; software development tools that help software design engineers in the design and deployment of code, from applications running on open operating systems to low-level firmware. The company also offers support, maintenance, and training services, as well as design consulting services. ARM Holdings plc licenses and sells its technology and products to electronics companies, which in turn manufacture, market, and s ell microprocessors, application-specific integrated circuits, and application-specific standard processors to systems companies for incorporation into various end products, as well as licenses and sells development tools directly to systems companies and provides support services to licensees, systems companies, and other systems designers. It operates in Europe, the United States, and the Asia Pacific. The company was formerly known as Advanced RISC Machines Holdings Limited and changed its name to ARM Holdings plc in March 1998. ARM Holdings plc was founded in 1990 and is based in Cambridge, the United Kingdom.
Advisors' Opinion:- [By Namitha Jagadeesh]
ARM Holdings Plc (ARM) surged 12 percent after the designer of chips for Apple Inc.�� iPhone said April 23 that first-quarter revenue rose 29 percent to 170.3 million pounds. That beat the 160 million-pound average estimate of analysts surveyed by Bloomberg.
Top Mid Cap Companies To Watch For 2014: Interactive Brokers Group Inc (IBKR)
Interactive Brokers Group, Inc. (IBG, Inc.) is a holding company. The Company is an automated global electronic broker and market maker specializing in routing orders and executing and processing trades in securities, futures, foreign exchange instruments, bonds and mutual funds on more than 100 electronic exchanges and trading venues worldwide. In the United States, it conducts its business in Greenwich, Connecticut, Chicago, Illinois and Jersey City, New Jersey. Abroad, the Company conducts business through offices located in Canada, England, Switzerland, Hong Kong, India, Australia and Japan. It operates in two segments: electronic brokerage and market making. As of December 31, 2011, the Company owned 11.5% in IBG LLC, the holding company for its businesses. The Company is the sole managing member of IBG LLC.
As a direct market access broker, the Company serves the customers of both traditional brokers and prime brokers. It provides its customers with order management, trade execution and portfolio management platform. Its customers can simultaneously access different financial markets worldwide and trade across multiple asset classes (stocks, options, futures, foreign exchange (forex), bonds and mutual funds) denominated in 17 different currencies, on one screen, from a single account based in any currency. Its bank and broker-dealer customers may white label its trading interface (make its trading interface available to their customers without referencing its name), or can select from among its modular functionalities, such as order routing, trade reporting or clearing on specific products or exchanges. During the year ended December 31, 2011, the Company introduced the Interactive Brokers Information System (IBIS). IBIS is a market information workspace, which provides subscribers with real-time market data, research, analytics, stock scanners, charts and alerts. As a market maker, the Company provides continuous bid and offer quotations on over 867,000 securities and futures produ! cts listed on electronic exchanges worldwide.
Electronic Brokerage-Interactive Brokers
During 2011, Electronic brokerage represented 50% of net revenues from electronic brokerage and market making combined. It conducts its electronic brokerage business through its Interactive Brokers (IB) subsidiaries. As an electronic broker, it executes, clears and settles trades worldwide for both institutional and individual customers.
The Company competes with TD Ameritrade, The Charles Schwab Corporation, Goldman Sachs, Morgan Stanley, Bank of America Merrill Lynch and Morgan Stanley Smith Barney.
Market Making-Timber Hill
During 2011, Market making represented 50% of net revenues from electronic brokerage and market making combined. The Company conducts its market making business through its Timber Hill (TH) subsidiaries. It provides liquidity by offering bid/offer spreads over a base of over 867,000 tradable, exchange-listed products, including equity derivative products, equity index derivative products, equity securities and futures. Together with its electronic brokerage customers, in 2011 it accounted for approximately 9.9% of exchange-listed equity options traded worldwide and approximately 10.1% of exchange-listed equity options volume traded on those markets in which it actively trades. The Company�� United States market making activities are conducted through Timber Hill LLC (TH LLC), a securities broker-dealer that conducts market making in equity derivative products, equity index derivative products and equity securities.
TH LLC is a member of the Boston Options Exchange, BATS exchange, Chicago Board Options Exchange, Chicago Mercantile Exchange, Chicago Board of Trade, International Securities Exchange, NYSE AMEX Options Exchange, NYSE Arca, OneChicago, NASDAQ OMX PHLX and the New York Mercantile Exchange. TH LLC also conducts market making activities in Mexico at the MEXDER and the Mexican Stock Exchange and in Brazil! at the S! ao Paulo Stock Exchange and the Brazilian Mercantile and Futures Exchange. The Company conducts market making activities in Canada through its Canadian subsidiary, Timber Hill Canada Company (THC) at the Toronto Stock Exchange and Montreal Exchange. In addition, it participates in stock trading at the Electronic Communications Networks (ECNs) in both the United States and Canada.
The Company�� European, Asian, and Australian market making subsidiaries, primarily Timber Hill Europe AG (THE), conducts operations in 20 countries, comprising the securities markets in these regions. Its other European operations are conducted on the London Stock Exchange; the Weiner Borse AG; the Copenhagen Stock Exchange; the Helsinki Stock Exchange; the NYSE Euronext exchanges in Amsterdam, Paris, Brussels and London; NASDAQ OMX Nordic in Sweden, Finland and Denmark; the Swedish Stock Exchange; the MEFF and Bolsa de Valores Madrid in Spain; the IDEM and Borsa Valori de Milano in Milan, and the OTOB in Vienna.
The Company competes with Goldman Sachs, Morgan Stanley, UBS, Citigroup, Bank of America Merrill Lynch, Citadel, Susquehanna, Wolverine Trading, Group One Trading, Peak6 and Getco.
Advisors' Opinion:- [By Matt Koppenheffer]
For Vanguard, the top-ranked online broker in the world according to this report, that's good news -- a happy customer is a loyal customer. It's likewise good news for competitors like TD AMERITRADE� (NYSE: AMTD ) -- which ranked No. 2 for its thinkorswim service and No. 8 for its main platform -- Charles Schwab� (NYSE: SCHW ) (No. 3), and�Interactive Brokers� (NASDAQ: IBKR ) (No. 4 for its U.S. operations, No. 5 for its offering in Germany).
- [By Steven Russolillo]
“While some companies like to play dumb to reading the writing on the wall, it appears Caterpillar has acted decisively in addressing a slowdown in orders and as a result the outlook is in slightly less need of bulldozing than two quarters ago,” said�Andrew Wilkinson, chief market analyst at Interactive Brokers LLC(IBKR).
Top Mid Cap Companies To Watch For 2014: Oil and Gas Development Co Ltd (OGDC)
Oil and Gas Development Company Limited (OGDCL) is a Pakistan-based company engaged in the exploration and development of oil and gas resources, including production and sale of oil and gas and related activities. As the fiscal year ended June 30, 2012, the Company�� crude oil production was 37,615 barrels of oil per day, and 17 wells were spudded. As of June 30, 2011, the Company operated in 31 exploration blocks (22 blocks with 100% shares including an offshore block, and 12 blocks as operated joint ventures), including 3 offshore blocks. Its projects include Uch-II Development Project, KPD-TAY Integrated Development Project, Jhal Magsi Development Project, Sinjhoro Development Project and Nashpa/ Mela Development Project. Advisors' Opinion:- [By Weiyi Lim]
Drinkall, whose $83 million Frontier Emerging Markets Portfolio (MFMIX) beat 99 percent of peers tracked by Bloomberg during the past 12 months with a 40 percent gain, said he favors Nigeria because of its economic growth prospects and Pakistan on the nation�� improving political stability. His fund held shares of Lagos-based Dangote Cement Plc (DANGCEM) and Islamabad-based Oil & Gas Development Co. (OGDC) as of April 30, Morgan Stanley�� website shows.
Top Mid Cap Companies To Watch For 2014: Theravance Inc.(THRX)
Theravance, Inc., a biopharmaceutical company, engages in the discovery, development, and commercialization of small molecule medicines for various therapeutic areas, including respiratory disease, bacterial infections, and central nervous system (CNS)/pain. The company?s key development programs with GlaxoSmithKline (GSK) include the RELOVAIR, a Phase 3 clinical trial program for the treatment of patients with chronic obstructive pulmonary disease (COPD) and/or asthma; the LAMA/LABA program, a Phase 3 COPD program; and the Bifunctional Muscarinic Antagonist-beta2 Agonist (MABA) program, a Phase 2b program for the treatment of COPD, as well as Peripherally Selective Mu-Opioid Receptor Antagonist (P Advisors' Opinion:
- [By Sean Williams]
On the bright side, GlaxoSmithKline (NYSE: GSK ) and Theravance (NASDAQ: THRX ) received a much-expected drug approval for once-daily inhaled COPD maintenance treatment Breo Ellipta from the Food and Drug Administration. Having proved non-inferior to the placebo in trials, and delivering a favorable safety profile while reducing flare-ups and helping relieve air flow obstruction, Breo Ellipta has a good shot at being a blockbuster drug within the next couple of years. Breo Ellipta is expected to be available to patients next quarter. In addition, as I've alluded to on numerous occasions, it could be the impetus that encourages Glaxo to gobble up Theravance's Royalty Management -- one of two proposed entities that Theravance plans to split into. This is certainly a big win for both companies.
- [By Brian Pacampara]
What: Shares of biopharmaceutical company Theravance (NASDAQ: THRX ) climbed as high as 13% today after announcing plans to split into two companies, separating its drugs under development with GlaxoSmithKline from its other operations.
- [By Sean Williams]
What: Shares of Theravance (NASDAQ: THRX ) , a biopharmaceutical company that focuses on central nervous system and respiratory disorders, leapt as much as 19% -- its second double-digit jump this week -- following a positive recommendation from the Food and Drug Administration's panel regarding COPD drug Breo Ellipta.
- [By Sean Williams]
The buzz in the health-care sector this week has nothing to do with earnings reports and everything to do with an expected PDUFA decision by the FDA on GlaxoSmithKline (NYSE: GSK ) and Theravance's (NASDAQ: THRX ) chronic obstructive pulmonary disease, or COPD, inhaled drug, Breo Ellipta.
Top Mid Cap Companies To Watch For 2014: PPJ Enterprise (PPJE)
PPJ Enterprise, Inc. (PPJ), incorporated on May 02, 2000, is a healthcare finance company. The Company is engaged in automated healthcare reimbursement cycle software, online health information digital-systems software and practice information management digital-system software. The Company�� flagship product is its medical billing software system. The Company has developed through its subsidiary Automated Software Corp., a medical billing software system named AutoMed.
The Company�� principal activity is serving as a medical reimbursement consulting firm. The Company�� medical billing system is comprised of both hardware and software. The system uses Optical Character Recognition (OCR)/ Initial Margin Requirement (IMR) scanning technology to allow physicians to bill their medical insurance claims at the point of service without data entry, coding or billing personnel. The Company offers the Automated Biller on a customized basis for medical practices throughout the United States.
Advisors' Opinion:- [By Peter Graham]
While small cap green or renewable energy type of stocks have been the flavor of the month for many stock promoters (and sometimes still are), small cap health care stocks like PPJ Enterprise (OTCMKTS: PPJE), Plantation Development Corp (OTCMKTS: BRMA) and MedCAREERS Group Inc (OTCMKTS: MCGI) have also started to get some notice lately ��perhaps because Obamacare has been topping the news lately. However, are these small cap health care stocks a better bet for investors or for their promoters? Here is a quick reality check and a checkup:
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