The Moon Phase

[PoemStone]

5/stocks added Zacks #1 Rank ("strong-buy") List today:
•AllianceBernstein Holding LP (AB)
•The Allstate Corp. (ALL)
•American Science & Engineering, Inc. (ASEI)
•AMN Healthcare Services, Inc. (AHS)
•ArQule, Inc. (ARQL)
http://ih.advfn.com/p.php?pid=nmona&article=54390677

[glassy]

ARLQ~ no idea what that means but heres the daily- reversing here nicely. 2.68

[glassy]

I'll take the Blue Bell!

[PoemStone]

Anybody want to take over a "noon-er" spot?



Maybe a tecnical nooner. Just a thought.

[PoemStone]

Peanut Butter Fudge with way too much peanut butter.
It is delicious.

[PoemStone]

From last night's Birthday party, having leftovers..
forlunch

Pizza.
Blueberry pie
Cherry pie.
Chocolate cake
Blue Bell ice cream.
Real whipped cream.

[glassy]

SRPT~ I think it goes green shortly by breaking 45.00 43.31 now...

[PoemStone]

PFE. Pfizer Announces Top-Line Results Of Prevenar 13® Phase 3 Trial In Adults 18 To 49 Years Of Age
Data Support EU Regulatory Filing and Planned Worldwide Regulatory Filings For This Age Group
http://finance.yahoo.com/news/pfizer-announces-top-line-results-120000890.html

[PoemStone]

COV. Covidien Announces FDA 510(k) Clearance and CE Mark for Nellcor™ Bedside Respiratory Patient Monitoring System
http://finance.yahoo.com/news/covidien-announces-fda-510-k-120000853.html

[PoemStone]

VOLC. Volcano Announces CE Mark and 510(k) Clearance for New Visions® PV .035 Digital IVUS Catheter
New Patent-pending Design Continues Commitment to Treating Peripheral Vascular Disease
http://finance.yahoo.com/news/volcano-announces-ce-mark-510-120000572.html

[PoemStone]

DRTX. Durata Therapeutics Presenting Two Abstracts Concerning Dalbavancin at IDWeek 2012
http://finance.yahoo.com/news/durata-therapeutics-presenting-two-abstracts-114500582.html

[PoemStone]

Uh, Bios Before The Bell. Sounds/aBout right...




Well I can only get them before 8:30 A.M.

[PoemStone]

ANGO. AngioDynamics Awarded $16.5 Million Judgment in Case Against biolitec Inc.
http://finance.yahoo.com/news/angiodynamics-awarded-16-5-million-100000279.html

[PoemStone]

TRIB. Trinity Biotech plc to Announce Third Quarter Fiscal Year 2012 Financial Results
Conference Call Scheduled for October 18, 2012 at 11:00 am EASTERN
http://finance.yahoo.com/news/trinity-biotech-plc-announce-third-092940398.html

[PoemStone]

QSII. Quality Systems, Inc. Wins Gold Stevie® Award in Part Two of the 2012 10th Annual American Business AwardsSM
Company Ranks First amongst Top 10 Organizations Recognized across the Program
http://finance.yahoo.com/news/quality-systems-inc-wins-gold-090000888.html

[PoemStone]

PSTI. Pluristem Develops Point-of-Care Thawing Device for PLX Cells
Positioned to Provide a Uniform PLX Cell Product With Every Dose
http://finance.yahoo.com/news/pluristem-develops-point-care-thawing-080000501.html

[PoemStone]

INV. before/open. Inovio Pharmaceuticals' Synthetic Vaccines Delivered with Minimally Invasive Skin Electroporation Technology Generate Potent Immune Responses
New Preclinical Data Paves Way for Large Scale Vaccine Administration
http://finance.yahoo.com/news/inovio-pharmaceuticals-synthetic-vaccines-delivered-080000033.html

[glassy]

SRPT~weekly chart showing the entire trading history. This could go much higher with very little problem

[glassy]

SRPT~ simply astounding news from them today-At this point I think its a very attractive buyout candidate. As I listened to the Mad Money interview of the CEO, I very much liked what I heard about the efficacy of the drug and its potential not only to arrest the disease progression but the improvment of mobility these patients regained- thats huge. He adressed the small # in the test and all the other concerns I had thought of and some I had not. This drug I think surprised everyone and has blockbuster written all over it- especially if it proves effective for other diseases

[glassy]

very nice. I am not in it but just saw the move and ligh a bug at a light- I love momentum.

[BlueBookStockGuide]

SIA-Chart for MUR : Very Bullish : Besides having a superman show up, which happens when the stock goes 5% above its 100 day moving average. We also have a super cross show up which means that the 50 day moving average has broken above the 100 day moving average, which is also very bullish and means that buyers are coming in big time.

[glassy]

yeah, enjoy! I am off to the studio

[PoemStone]

Going off/line. House cleaning for stepdaughter's birthday. #20.

[glassy]

SRPT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

[PoemStone]

MUR. Murphy Oil Announces Dividend. chart..
http://ih.advfn.com/p.php?pid=nmona&article=54390513

[PoemStone]

So is that 1/2 a whup. whup.

[PoemStone]

SRPT. Duchenne Muscular Dystrophy Is Closer to a Treatment With New Results From Sarepta Therapeutics; Cure Duchenne Early Supporter of Study
http://finance.yahoo.com/news/duchenne-muscular-dystrophy-closer-treatment-170100354.html

[PoemStone]

BVX. Bovie Medical Announces Initial Orders for J-Plasma™
Granted Fifth Patent for J-Plasma™;
Presenting at the 41st Annual AAGL Conference
http://finance.yahoo.com/news/bovie-medical-announces-initial-orders-150500155.html

[glassy]

SRPT'S drug is very exceptional here and I think it has MUCH more to go UP even though.....

[glassy]

SRPT~ I think this gets the fuse lit yet again on Mad $$$ this afternoon. Keep an eye on it. 41.51 atta the moment

[glassy]

MUR just shot up 57.14

[glassy]

Hi PS- kinda sorta maybe- ha ha

[PoemStone]

HOLX. Hologic to Release Fourth Quarter Fiscal 2012 Operating Results on Monday, November 12, 2012
http://finance.yahoo.com/news/hologic-release-fourth-quarter-fiscal-143300940.html

[umiak]

EDAP--http://www.edap-tms.com/

[umiak]

CLSN--http://seekingalpha.com/article/901421-celsion-could-generate-bullish-speculation?source=kizur

[umiak]

GNVC maybe the comeback kid this coming Q. It would take more study.

[umiak]

Thank you !!! Good idea!

[PoemStone]

NVO. no mod/one post. Novo Nordisk Study: Degludec Cuts Night-Time Hypoglycaemia Risk
http://ih.advfn.com/p.php?pid=nmona&article=54373002

[PoemStone]

Kitco/video. Gold may take baton from metals.

http://bcove.me/sufzfy9k

[PoemStone]

OXBT. (bouncer) Oxygen Biotherapeutics Signs Cooperative Research and Development Agreement with U.S. Navy to Investigate the Use of Oxycyte PFC Emulsion as an Adjunctive Treatment of Complex Infected Wounds and Related Injuries
http://finance.yahoo.com/news/oxygen-biotherapeutics-signs-cooperative-research-120000232.html

[PoemStone]

BDX. New RSV Test Provides Reliable Results in Minutes
BD Veritor™ System for Rapid Detection of RSV Receives 510(k) Clearance for Nasopharyngeal Wash, Aspirate and Swab in Transport Media Specimens
http://finance.yahoo.com/news/rsv-test-provides-reliable-results-120000196.html

[PoemStone]

NLNK. NewLink Genetics Launches Adaptive Design Phase 2B/3 Clinical Trial of tergenpumatucel-L Immunotherapy in Patients with Non-Small Cell Lung Cancer
http://finance.yahoo.com/news/newlink-genetics-launches-adaptive-design-115300503.html

[PoemStone]

Jim Cramer/video. Market Patterns work until they don't..

http://video.cnbc.com/gallery/?video=3000119719

[PoemStone]

Jim Cramer. Market Patterns work until they don't..

http://video.cnbc.com/gallery/?video=3000119719

[PoemStone]

DRTX. Durata Therapeutics to Present at 11th Annual BIO Investor Forum
http://finance.yahoo.com/news/durata-therapeutics-present-11th-annual-114500437.html

[PoemStone]

Seeking Alpha. A growth railroad stock is a rare thing, but we can find an apt example of such a stock in Kansas City Southern (KSU). Earnings visibility till 2015, large growth in revenues expected to come from the cross border intermodal network, a unique network in Mexico, good exposure to oil and gas shale regions, and no exposure to met coal, which has been witnessing a declining demand, gives investors several reasons to buy the stock.
http://seekingalpha.com/article/900671-5-reasons-to-buy-kansas-city-southern

Railroads Industry
Source: AAR
The table shows the WoW (week over week) comparison for the 38th week of the year. The table shows us that coal continues to spoil the carload figure. Grains, with low harvests, have also joined the league.

KSU's Growth Story
KSU is expected to make additional revenues of $470 million through 2015 via four new sources of revenue generation, which have been discussed below. This means a 23% boost compared with the 2012 base level.

Cross Border Intermodal Network
The company believes that the potential addressable market for cross border intermodal will be 2.6 million truckloads per year. This is a 58% rise from the current Southern states that KSU caters to. However, KSU currently owns only 1%-2% of the market. The rise in market share is expected after KSU invests in this segment. KSU's current investment in new intermodal terminals like the Victoria-Rosenburg line sends a positive signal to the market. Estimates show that KSU will be able to achieve 7.5% of the expanded market and additional revenues of $250 million by 2015.

Automotives
There are 10 automotive assembly plants in Mexico, nine of which are being served by KSU and Ferromex. KSU currently owns 40% of the total carloads served between KSU and Ferromex. Firstly, KSU has an order of 140 Automax cars In future. Automax railcar is the largest railcar for hauling motor vehicles. Ferromex owns only 50 such railcars. According to economies of scale, these 140 new railcars will help KSU transport automotives at lesser costs.

Also, new automotive production facilities are being opened or are expected to be opened in Mexico in the next 2-3 years. The opening of a Honda plant in Celaya, a Mazda plant in Salamanaca, a Nissan plant in Aguascalientes, and an Audi plant, will all help boost future carloads. Till 2015, auto production is expected to rise by 41% i.e. one million units in Mexico. Also, current plants are expected to extend their existing operational capacity, which will also lead to a rise in carloads for KSU. The rate of growth of production is expected to be 8% in 2012, 6% in 2013, 11% in 2014, and at least 15% in 2015. An overall additional $68 million is expected from automotives through 2015.

Steel Products
70%-75% of Mexico's steel production is transported through railcars. 2011 figures show that 18.1 million tons of steel was produced in Mexico. With the additional five new facilities, 3.5 million tons is expected to be added in the next 12 months. KSU is expecting 60% of the total steel being transported through railcars. Calculations show that this will bring incremental 16,300 carloads and incremental revenues of $16.3 million, given the current rate of $1,000 per carload of steel.

Crude Oil and Frac Sand
Bakken in North Dakota appears to be the greatest opportunity that KSU can avail since this region lacks a pipeline infrastructure. Also, KSU owns the land where it can benefit by connecting to nearby Gulf pipelines by building the Port Arthur Crude Terminal, in partnership with Savage. Also, demand for crude oil from Canada, which can be transported by KSU from Alberta oil sands, has also begun to rise.

As far as frac sand is concerned, the KSU network is well positioned to haul frac sand from the Midwest states through Kansas City down to shale regions such as Permian and Eagle Ford. Demand for frac sand is expected to rise by 15% per annum for the next couple of years, though it is largely tied to fracking activity in the shale regions already mentioned above. Estimates show that additional revenues of $32 million from crude oil and $35 million from frac sand transportation are expected through 2015.

Conclusion
KSU is an investor darling, given the lack of growth available across the transportation universe. However, bears believe that this has already been priced in the stock, as the stock trades at a sharp premium to the group. KSU's current P/E of 21x are above its five-year historical P/E of 19x.

However, one should not forget that there was a time when KSU traded at a P/E of 55x. Also, the downgrading by UBS has led to an almost 7% price decline to date. This, coupled with healthy margins and a good dividend yield, make the stock a buy.

The Bearish Thesis:
However, bears paint another story, which is as compelling as the bullish version. A slower-than-expected growth in Mexico's GDP, from where KSU generates 50% of its revenues, a large exposure to agricultural products, which are expected to be down due to low harvests, and the valuation multiples at which KSU is trading being higher than other rails (they could compress given the weak stats that carloads are showing this year), all make KSU a sell rather than a buy.

[PoemStone]

Seeking ALpha. Wall Street Breakfast: Must-Know News Get a daily email
October 3, 2012 by: Wall Street Breakfast | includes: AAIGF.PK, AAMRQ.PK, AAPL, APO, AUO, BBY, BP, CVX, DISH, DTEGY.PK, ING, KKR, LMT, NWS, PBR, PCS, PSO, QQQ, RDS.A, S, SPY, SVU, TWX, XOM
http://seekingalpha.com/article/901621-wall-street-breakfast-must-know-news

Top Stories
Fox, Turner agree to $6.8B MLB TV deal. News Corp's (NWS) Fox and Time Warner's (TWX) Turner networks have extended their contracts to televise Major League Baseball until 2021, with Bloomberg reporting that the broadcasters have agreed to pay a combined $6.8B. The contracts allow Fox and Turner to stream games live via the Internet to viewers who already subscribe to a pay TV service.

Family Dollar Stores hits Street forecasts as earnings rise. Family Dollar Stores (FDO) met analyst expectations as FQ4 adjusted EPS climbed 14% to $0.75 and revenues 10% to $2.36B. Customer traffic and the value of average customer transactions increased as well. Family Dollar Stores expects FY13 EPS of $4.10-$4.40, pretty much bang in line also.

Top Stock News
Schulze, P-E firms examine Best Buy books. Best Buy (BBY) founder Richard Schulze and at least four P-E firms, including Apollo Global (APO), are studying the struggling retailer's books ahead of a possible buyout offer worth up to $10.9B, including debt, Reuters reports. Schulze plans to join the firms together in a consortium and submit an offer, although they remain skeptical.

Petrobras in talks to sell $4B-$6B in Gulf assets. Petrobras (PBR) is in talks with three prospective buyers to sell them $4B-$6B worth of stakes in oil blocks in the Gulf of Mexico, with Brazilian media reports saying Shell (RDS.A), Exxon (XOM), Chevron (CVX) and BP (BP) are likely to be the most interested. The divestments are part of Petrobras' strategy of selling $14.5B worth of non-core assets.

AMR, pilots to return to the negotiating table. AMR (AAMRQ.PK) and its pilot union intend to restart negotiations over a new labor contract this week after the company abrogated the old agreement as part of its bankruptcy restructuring - and then started to experience a spike in flight disruptions. Meanwhile, American Airlines is inspecting 47 out of its 102 Boeing 757s after seats came loose during two flights. The problem was caused by improperly installed clamps.

ING nears deal to sell Malaysian, Thai units for $1.8B. ING (ING) is close to unloading its Malaysian and Thai insurance units to AIA Group (AAIGF.PK) for about $1.8B, Bloomberg reports. AIA jumped more than 2% in Hong Kong on the news, as ING - more concerned with pleasing EU regulators than returns - might be selling prime assets for less than they're worth.

Pearson CEO to leave post. Pearson (PSO) CEO Marjorie Scardino will step down at the end of the year after 16 years in the job and be replaced by John Fallon, the head of the U.K. publisher's International Education division. Under the leadership of Scardino, who was the first female head of a FTSE 100 company, Pearson's net profit more than tripled to £942M in 2011.

Mass production of iPad Mini starts. The WSJ has firmed up speculation about the mass production of the iPad Mini, reporting that Apple's (AAPL) Asian suppliers have begun manufacturing the tablet, which will have a 7.85" screen vs. 9.7" for the regular iPad and 7" for Google's Nexus. LG Display and AU Optronics (AUO) started production for the new screen last month.

Lockheed, Pentagon get closer to 5th F-35 order. Top brass at Lockheed Martin (LMT) and the Pentagon have become involved in long-running talks over a fifth order of F-35s, Reuters reports. The development comes after a top Pentagon official said recently that the relationship between the sides was the worst he'd seen. The parties are haggling over the last $100M+ of costs and have until January to "obligate" the funds so they won't be vulnerable to sequestration.

Supervalu suitors looking to buy parts of company. Billionaire Ronald Burkle and P-E firms KKR (KKR) and TPG are interested in Supervalu (SVU), Bloomberg reports, but are only thinking of buying parts of the hard-luck grocery chain rather than the whole company, which is what Supervalu would prefer. The retailer, whose market cap has plummeted to $489M, has extended its offer deadline beyond a prior cutoff date of October 15, with Supervalu's struggles hampering "progress on any kind of offer."

Top Economic & Other News
Freddie Mac stymied in loan scheme. In an attempt to kick-start the housing market, Freddie Mac wants to provide loans to investors who are looking to acquire foreclosed homes so that they can rent them out. However, the mortgage giant faces opposition from banks and the FHFA, which is concerned about increasing the government's role in the real-estate market and crowding out private capital with cheap loans, the WSJ reports.

Brussels wants states to hand over more fiscal sovereignty. A draft provision making the rounds would force EU states to sign binding contracts with Brussels committing themselves to detailed fiscal reforms, reports the FT. The plan could help meet the demands of Germany which insists on tighter control over the budgets of countries it bails out. This may be a silly question, but haven't EU members already signed the Maastricht Treaty? How did that work out?

Editors' Picks
Dow Theory: Not Broken, Just Misunderstood
Intel: There's Certainly A Bull Case
Driving Natural Gas Prices Part 1: Exports

Today's Markets:
In Asia, Japan -0.5%. Hong Kong +0.2%. China closed. India +0.2%.
In Europe, at midday, London flat. Paris -0.3%. Frankfurt flat.
Futures at 7:00: Dow flat. S&P flat. Nasdaq +0.1%. Crude -0.6% to $91.38. Gold +0.3% to $1780.90.

Today's economic calendar:
7:00 MBA Mortgage Applications
8:15 ADP Jobs Report
10:00 ISM Non-Manufacturing Index
10:30 EIA Petroleum Inventories
Notable earnings before today's open: FDO, MON, RPM
Notable earnings after today's close: MAR

[PoemStone]

COV. Covidien plc to Report Fourth-Quarter Results on November 9, 2012
http://finance.yahoo.com/news/covidien-plc-report-fourth-quarter-110000374.html

[PoemStone]

Good morning umiak.

[PoemStone]

glassy, You back in the saddle a bit?