Tag Archives: Sean Williams

Why People Hate Obamacare

By John Maxfield, The Motley Fool

Filed under:

Three years ago, President Obama signed into law one of the most sweeping pieces of legislation in recent memory, the Affordable Care Act — or “Obamacare,” as most Americans know it.

To say that the law was and remains controversial would be an understatement. Over the past month, we’ve published a number of articles on the topic ranging from 12 shocking truths about it to the impact Obamacare will have on taxes. And our readers have had a lot to say in the comment sections of each article.

What follows, in turn, is a collection of the five biggest complaints our readers have expressed about Obamacare in the articles that we’ve published on the subject. To generate the list, I’ve curated our best articles on the subject from the past two months.

1. Higher taxes
The biggest complaint is that Obamacare raises taxes. This is particularly true with respect to Medicare taxes for higher-income earners.

As Dan Caplinger discussed in “How Obamacare Changed Your Taxes,” single taxpayers earning more than $200,000 a year in wages or other work-related earnings will pay an additional 0.9 percentage points in Medicare tax – the threshold increases to $250,000 for taxpayers filing jointly. And taxpayers with adjusted gross incomes exceeding the same thresholds will see a portion of their investment income taxed at the higher rate as well.

Beyond this, as Dan also brings up, is that it decreases the amount that lower-income earners can set aside in a flexible spending plan to $2,500 a year and raises the floor on deductible medical expenses from 7.5% to 10% of adjusted gross income.

2. Skyrocketing health-care costs
One of the principal purposes of Obamacare is to drive down the costs of medical care and insurance premiums. But as Sean Williams noted in “Is Obamacare About to Skyrocket Your Health Care Costs?” there’s reason to be skeptical that it will succeed in doing so.

Sean cites a report (link opens a PDF) by the Society of Actuaries estimating, among other things, that the inclusion of non-group members participating in the insurance pools will increase average individual claims cost by 32%. The increase won’t be uniform across states. In five states, underlying claims are expected to drop. In 37 others, claims costs are expected to increase by 20% or more. The reason is simple: Under the legislation, 32.4 million of the currently 52.4 million uninsured Americans (who often carry the highest risk) will gain coverage.

3. Additional costs on employers
A key provision of the Affordable Care Act mandates that companies with 50 or more employees must provide full-time workers with health insurance or face a penalty of $2,000 per employee. In “Will Obamacare Cost You Your Job?” the Fool’s Keith Speights observed: “For some small businesses, the extra costs for this coverage are forcing tough decisions.” Keith cites two examples in particular. First, small businesses with more than 50 employees could scale back their payroll.

Source: FULL ARTICLE at DailyFinance

A HARP Extension Strings Along Walter Investment Management

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Walter Investment Management , a residential mortgage services provider, jumped as much as 12% after the Federal Housing Finance Agency extended the HARP program for two additional years.

So what: The Home Affordable Refinance Program, or HARP, primarily caters to homeowners who are current on their mortgages but have been unable to obtain refinancing at today’s historically low lending rates because the value of their home had depreciated too much. The program has successfully helped many underwater homeowners refinance their mortgage and has been one of the stabilizing factors in the housing sectors’ recovery. Walter Investment Management should be expected, with the extension of HARP through 2015, to see a steady stream of mortgage servicing activity as long as lending rates remain near historic lows.

Now what: Investors in Walter Investment Management have certainly been given the all-clear signal after today’s HARP extension. Adding to the optimism, earlier this week Walter Investment purchased the reverse mortgage servicing rights to Wells Fargo‘s home mortgage business. Adding servicing rights when rates are low and the FHFA is accommodative is the perfect strategy for Walter Investment Management, whose shares are looking particularly cheap on a forward earnings basis.

Craving more input? Start by adding Walter Investment Management to your free and personalized Watchlist so you can keep up on the latest news with the company. 

With so much of the financial industry getting bad press these days, it may be a greedy when others are fearful moment. Not surprisingly, some of Warren Buffett‘s biggest investments are in the space. In the Motley Fool‘s free report, “The Stocks Only the Smartest Investors Are Buying,” you can learn about a small, under-the-radar bank that’s too tiny for Buffett’s billions. Too bad, because it has better operating metrics than his favorites. Just click here to keep reading.

The article A HARP Extension Strings Along Walter Investment Management originally appeared on Fool.com.


Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.

The Motley Fool owns shares of, and recommends, Wells Fargo. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool,

From: http://www.dailyfinance.com/2013/04/11/a-harp-extension-strings-along-walter-investment-m/

Voluntary Product Recall Sacks Shares of Integra LifeSciences

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Integra LifeSciences , a manufacturer of surgical instruments and medical implants, fell as much as 13% after the company announced a voluntary recall of certain products at its Anyasco manufacturing facility in Puerto Rico.

So what: The recall encompasses its DuraGen Dural Graft Matrix products that were manufactured between December 2010 and May 2011 and between November 2012 and March 2013. Integra noted that there “may have been deviations from approved processes in their production.” On the bright side, there have no adverse events reported, and it appears to have remedied the manufacturing problem. However, the damage of the recall is done and will reduce its upcoming quarterly revenue by $8 million to $11 million to a range of $194 million to $197 million. Earnings will also be affected, with the company slated to now only earn an adjusted $0.30-$0.40 in the first quarter. Further, its second-quarter forecast was adjusted slightly lower to $205 million to $211 million because it may not be able to meet all necessary DuraGen Dural Graft Matrix product demand. As icing on the cake, Northland Capital downgraded Integra to “market perform” from “outperform.”

Now what: Now here’s a company that I’d love to see perform a strategic review and potentially shop itself around. Integra has been a chronic underperformer over the past five years, and its board would be wise to consider that course of action. But, that’s just my opinion. The fact of the matter is that between possible legal ramifications, the recall cost itself, and lost production time, this is going to be a two-to-three quarter event for Integra. Although it will only marginally affect EPS, I’d prefer to wait on the sidelines and see what management has to say when it updates its 2013 fiscal guidance on May 2.

Craving more input? Start by adding Integra LifeSciences to your free and personalized Watchlist so you can keep up on the latest news with the company.

While you can certainly make huge gains in device makers like Integra LifeSciences, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article Voluntary Product Recall Sacks Shares of Integra LifeSciences originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track

From: http://www.dailyfinance.com/2013/04/11/voluntary-product-recall-sacks-shares-of-integra-l/

ACADIA Pharmaceuticals Skyrockets on Accelerated NDA Filing

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of ACADIA Pharmaceuticals , a clinical-stage biopharmaceutical company, skyrocketed as much as 54% after it announced that it was filing an accelerated new drug application for Pimavanserin after discussions with the Food and Drug Administration.

So what: Pimavanserin, an experimental anti-psychosis drug for people with Parkinson’s disease, breezed through its late-stage clinical trial, meeting the primary endpoint of “highly significant antipsychotic activity,” and also meeting the secondary endpoint of improved motoric tolerability. ACADIA had been planning to run a confirmatory phase 3 trial, which it planned to begin enrolling patients in this quarter. However, the data thus far, and the discussion between the FDA and ACADIA, warranted an early drug submission.

Now what: I’d say this is definitely a step in the right direction toward getting Pimavanserin approved. But, let’s also keep in mind that what the FDA does initially and what its panel or final ruling may indicate can occasionally be two different things. Another factor to consider is that most Wall Street peak sales estimates for Pimavanserin are around $300 million within the U.S. Acadia’s valuation is pushing $950 million following today’s pop, meaning it’s valued at more than three times peak sales. To me, that seems a bit lofty for its first potential FDA-approved drug.

Craving more input? Start by adding ACADIA Pharmaceuticals to your free and personalized watchlist so you can keep up on the latest news with the company.

While you can certainly make huge gains in biotechs like ACADIA, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article ACADIA Pharmaceuticals Skyrockets on Accelerated NDA Filing originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

From: http://www.dailyfinance.com/2013/04/11/acadia-pharmaceuticals-skyrockets-on-accelerated-n/

Analysts Debate: Is NVIDIA a Top Stock?

By Alex Planes, Sean Williams, and Travis Hoium, The Motley Fool

Filed under:

The Motley Fool has been making successful stock picks for many years, but we don’t always agree on what a great stock looks like. That’s what makes us “motley,” and it’s one of our core values. We can disagree respectfully, as we often do. Investors do better when they share their knowledge.

In that spirit, we three Fools have banded together to find the market‘s best and worst stocks, which we’ll rate on The Motley Fool’s CAPS system as outperformers or underperformers. We’ll be accountable for every pick based on the sum of our knowledge and the balance of our decisions. Today, we’ll be discussing NVIDIA , one of the world’s leading graphics chip makers — and a growing presence in mobile devices.

NVIDIA by the numbers
Here’s a quick snapshot of the company’s most important numbers:

Statistic

Result (TTM or Most Recent Available)

Market cap 

$7.6 billion

P/E and forward P/E

14.3 and 11.8

Revenue

$4.3 billion

Net income

$563 million

Free cash flow

$641 million

Return on equity

12.5% 

R&D ratio

26.8%

Market share

  • Discrete graphics processors: 17% 
  • Smartphone applications processors: 5% 
  • Tablet applications processors: 17% 

Sources: Morningstar, YCharts, and news reports.

Alex’s take
I think NVIDIA has a lot going for it, but there are a few reasons for caution, as well. For one thing, the company is finally making moves into integrated smartphone processors with the Tegra 4i, its first with LTE capability. That will take the fight to longtime integrated-smartphone-chip category killer Qualcomm and its Snapdragons. NVIDIA also happens to be the top chip maker for Google‘s Android tablets. That doesn’t mean as much today as it’s likely to in the future, as lower-cost tabs undermine the iPad’s dominance.

On the flip side, NVIDIA isn’t actually a category leader anywhere. Apple still dominates tablet chips by dint of its in-house chip designs. Qualcomm owns smartphone processors. You might think that NVIDIA leads in PC graphics chips, but that’s not true, either — Intel has a commanding lead in that segment, serving 63% of the GPU market to NVIDIA‘s 17% in the fourth quarter of 2012. The Tegra 4i might change NVIDIA‘s fortunes in smartphones, but the company remains heavily reliant on its legacy graphics processors, as 81% of 2012 revenues came from the GPU segment. The Tegra segment has a long way to go to take over as NVIDIA‘s moneymaker.

In the end, after doing a detailed analysis of what I felt were NVIDIA‘s strengths and weaknesses, I’ve decided that it’s best to stay on the sidelines until the company’s future becomes clearer. To see how I arrived at this decision, click here to read my full report.

Sean’s take
NVIDIA has moved well beyond being just a graphics company, despite Wall Street‘s instance on valuing the company as if its Tegra line of processing chips …read more

Source: FULL ARTICLE at DailyFinance

Sterling Bancorp Shares Soar As It Agrees to a Buyout

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Northeast regional bank Sterling Bancorp shot higher by as much as 16% after it agreed to be purchased by Provident New York Bancorp .

So what: Provident agreed to buy Sterling in what was valued at $344 million when the deal was announced — shares of both companies have moved higher since then. Sterling shareholders will be receiving 1.2625 shares of Provident common stock and should expect the deal to close in the fourth quarter. When added to the fold, Provident shareholders will own 53% of the company, and Sterling shareholders the remaining 47%. Provident plans to use an $80 million debt offering to help fund the deal and anticipates it will be accretive to its 2014 EPS.

Now what: The deal really does make sense for both parties involved because they both service small- to medium-sized businesses in the New York metropolitan area. Synergies from the deal should help boost profits as the combined entity will have close to $7 billion in underlying assets. This seems like a win-win for both companies.

Craving more input? Start by adding Sterling Bancorp to your free and personalized Watchlist so you can keep up on the latest news with the company. 

With so much of the financial industry getting bad press these days, it may be a greedy-when–others-are-fearful moment. Not surprisingly, some of Warren Buffett‘s biggest investments are in the space. In the Motley Fool‘s free report, “The Stocks Only the Smartest Investors Are Buying,” you can learn about a small, under-the-radar bank that’s too tiny for Buffett’s billions. Too bad, because it has better operating metrics than his favorites. Just click here to keep reading.

The article Sterling Bancorp Shares Soar As It Agrees to a Buyout originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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Source: FULL ARTICLE at DailyFinance

1, 2, 3, 4, I Declare a Bidding War

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Obagi Medical Products  — a maker of skin aesthetics, as well as prescriptions and over-the-counter treatments for skin ailments — jumped as much as 16% today after receiving a takeover offer from German drug maker Merz Pharma.

So what: The offer from Merz, which is expected to be funded entirely by cash on hand without the need for additional financing, is for $22 per share. What’s interesting about the bid is it comes just two weeks after Obagi agreed to be purchased by Valeant Pharmaceuticals for $19.75 per share. Merz contends that it had been in talks to purchase Obagi long before Valeant’s offer was presented, and that its all-cash deal reflects a clearly superior bid.

Now what: The expectation now is that Valeant will try to one-up Merz’s offer, as is evidenced by the fact that Obagi is trading at nearly $1 more than Merz’s $22 all-cash offer price. Trying to play the bidding war game can occasionally garner a trader short-term profits, but it ends in losses as many times as it results in gains. Obagi and Merz would make a smart fit since Merz is looking to expand abroad, and its $22 cash offer is almost certainly going to be voted the better offer by Obagi’s board. Unless Valeant really wants to boost its offer, Obagi is Merz’s to lose.

Craving more input? Start by adding Obagi Medical Products to your free and personalized watchlist so you can keep up on the latest news with the company.

While you can certainly make huge gains in biotechs like Obagi Medical, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article 1, 2, 3, 4, I Declare a Bidding War originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The …read more
Source: FULL ARTICLE at DailyFinance

Optimer Pharmaceuticals Shares Soar… for the Right Price, That Is!

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of biopharmaceutical company Optimer Pharmaceuticals rose by as much as 24% after a Bloomberg report cited that interested bidders in the company could include GlaxoSmithKline, AstraZeneca, Cubist Pharmaceuticals, and Astellas Pharma.

So what: The news of interest in Optimer — which has one approved drug in Dificid for the treatment of Clostridium difficile-associated diarrhea — shouldn’t be any surprise as the company jumped higher in late February when it announced it had planned a strategic review for the company. According to people familiar with the matter, Optimer could draw as much as $1 billion in value. As you might imagine, not a single company was willing to comment on these “rumors.”

Now what: As I said back in February, with only one drug currently on the market, any buyer would be crazy to pay a significant premium just to get their hands on Dificid. Based on the $154 million sales estimate by Wall Street in 2014, I can’t imagine Dificid sales getting much past $200 million to $225 million at their peak. In short, what large pharmaceutical is going to pay more than three times peak sales for one drug? Not too many that I know of, which is why I’d suggest backing away from Optimer.

Craving more input? Start by adding Optimer Pharmaceuticals to your free and personalized watchlist so you can keep up on the latest news with the company. 

While you can certainly make huge gains in biotechs like Optimer, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article Optimer Pharmaceuticals Shares Soar… for the Right Price, That Is! originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
The Motley Fool recommends Cubist Pharmaceuticals. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The …read more
Source: FULL ARTICLE at DailyFinance

Health-Benefits Providers Soar on Medicare Advantage Reversal

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of healthbenefits providers Universal American and Humana shot out of the gate like a rocket this morning, rising as much as 12% and 10%, respectively, after the Centers for Medicare and Medicaid Services, or CMS, reversed its previously announced decision to reduce Medicare Advantage reimbursement rates.

So what: In February, insurers that offer Medicare Advantage — a supplemental healthbenefits plan targeted at seniors that’s more encompassing than Medicare and often allows for fewer out-of-pocket costs, but is also more expensive — were informed by the CMS that their reimbursement rates would drop for 2013. This sent Humana and Universal American, the two companies that derive 63.5% and 75% of their business from Medicare Advantage, respectively, down swiftly. However, yesterday the CMS reversed its decision on the premise that Congress would keep doctor pay consistent, without a major reduction. The move, on top of heavy lobbying by the insurance industry, allowed the CMS to recommend a 3.3% increase in reimbursement rates as opposed to the 2.3% decrease proposed in February.

Now what: As I stated earlier today, this is a big kick in the shin for Obamacare, which was drafted in order to keep private insurance from relying on the government for higher reimbursement rates. In addition, these insurers collectively used their lobbying power and the potential threat of benefit cuts and fewer provider network choices as the impetus to get what they wanted: a reimbursement rate hike. When all is said and done, it appears the insurers still seem to have plenty of clout in the health care industry — Obamacare or not!

Craving more input? Start by adding Universal American and Humana to your free and personalized watchlist so you can keep up on the latest news with these companies.

While you can certainly make huge gains in insurers like Humana and Universal American, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article Health-Benefits Providers Soar on Medicare Advantage Reversal originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish …read more
Source: FULL ARTICLE at DailyFinance

Why American Greetings Shares Soared

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of American Greetings , the well-known maker of greeting cards and other social expression products, jumped as much as 13% this morning after announcing an agreement to go private in an all-cash deal.

So what: American Greetings delivered the ultimate “thank you” card to investors by agreeing to be purchased for $18.20 per share by the Weiss family, which includes company Chairman Morry Weiss, CEO Zev Weiss, and President and COO Jeffrey Weiss, among other parties. Shareholders will also receive one final dividend payment of $0.15 per share before the deal closes, effectively netting them $18.35 per share, if the board of directors approves it.

Now what: I’m sure there are plenty of longtime investors in American Greetings who are gritting their teeth after this deal, but it really is a smart move for the company to remove itself from the public pedestal. Greeting-card sales have struggled with the proliferation of electronic and social forms of expression. While American Greetings has been making this transition to mobile forms of expression, its legacy business continues to suffer. With shareholders getting a moderate premium over the Thursday close, hopefully, once privately owned, American Greetings will finally “get well soon.”

Craving more input? Start by adding American Greetings to your free and personalized Watchlist so you can keep up on the latest news with the company.

One company that needs no “get well” cards
The Motley Fool’s chief investment officer has selected his No. 1 stock for the next year. Find out which stock it is in the brand-new free report: “The Motley Fool’s Top Stock for 2013.” Just click here to access the report and find out the name of this under-the-radar company.

The article Why American Greetings Shares Soared originally appeared on Fool.com.


Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.

The Motley Fool owns shares of American Greetings. Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

(function(c,a){window.mixpanel=a;var b,d,h,e;b=c.createElement(“script”);
…read more
Source: FULL ARTICLE at DailyFinance

Are Cruise Lines a Disastrous Investment?

By Caroline Bennett, The Motley Fool

Filed under:

If there’s one company that’s been making headlines lately for all the wrong reasons, it’s Carnival . This year the cruise-ship company has had to answer for six large-scale malfunctions within its fleet, and its ship Triumph left more than 4,000 passengers stranded at sea for days. Since then cruises have been cancelled, S&P ratings have lowered, and the company has turned into a laughingstock of its former self. Is Carnival’s stock breaking down as badly as its ships?

Sinking prices
Wall Street hasn’t exactly responded favorably to Carnival’s headline-making Triumph disaster. After the news hit, the cruise line’s stock took a dip from $39 to $34.43. The price rose shakily afterwards, reaching a peak of $36.24. Sadly, when Carnival came back into the national spotlight for more ship troubles, Mr. Market gave up. Carnival’s price went on to hit its lowest point of the year.

Surprisingly smooth sailing
Carnival’s price might be struggling, but its financials have stayed surprisingly sharp. On March 15, the company released its Q1 earnings call, which stated that its quarterly revenue was $3.59 billion, up 1% from where it was this time last year. In addition, Carnival’s earnings per share rang in at a remarkable $0.08 per share. That’s a 300% jump from last year’s $0.02 per share, and it trampled analyst estimates, which predicted that the company would ring in $0.03 per share.

This all means that Carnival was able to retain revenues more effectively this quarter than during the same time last year. A clearer explanation can be found by taking a look at the margins. Carnival’s operating margin in particular was 150 basis points (or 1.5%) higher than in Q1 of 2012, which means the company is using a smaller chunk of its revenue to run and maintain its fleet. Of course, if Carnival is cutting the percentage of money it spends on the upkeep of its ships, there may be a reason they keep breaking down.

Clearer skies elsewhere?
Carnival’s latest trajectory has been rocky, but if you’re an investor with a passion for cruise lines, there are plenty more hopeful prospects out there. Fellow Fool contributor Sean Williams has sung the praises of Disney‘s cruise-ship service. Besides having a name even your 2-year-old niece recognizes, Disney has a much stronger reputation for safety, and it dodges consumer backlash by arranging its summer bookings months in advance.

Times are anything but a triumph for Carnival right now, but with a little bit of time (and perhaps some PR tweaking), the company may be able to move past its recent controversies. In the meantime, try sticking your investor dollars in less stormy seas.

It’s easy to forget that Walt Disney is more than just the House of Mouse. True, Disney amusement parks around the world hosted more than 121 million guests in 2011. But from its vast catalog of characters to its monster collection of media networks, much of Disney’s allure …read more
Source: FULL ARTICLE at DailyFinance

3 Health-Care Stories You Should Know

By Brandy Betz, The Motley Fool

Filed under:

Heading into this holiday weekend, health-care stocks continue to lead the S&P 500 in 2013. But behind the share-price gains is an industry undergoing dramatic changes. While fellow fool Sean Williams recaps the week’s biotech and pharmaceutical news, here’s a look at the top stories from the other parts of the health-care industry.

Two stories this week displayed the uncertainty that surrounds some forthcoming Obamacare changes. In addition, a Consumer Reports investigation showed which drugstores have the lowest margins on generic drugs.

The Volunteer State and Medicaid
Arkansas’ tentative permission to use federal Medicaid expansion money to purchase private insurance led many other states to pursue that route. But the matter’s a bit more complicated, and Sarah Kliff reports at WonkBlog that Tennessee has run into opposition from the Department of Health and Human Services.

The problem wasn’t the state’s desire to use the money for private insurance, but that Gov. Bill Haslam also proposed that the newly eligible Medicaid members should have similar co-pays to others in the health-insurance exchanges. And that could mean the government might spend far more than it would on a traditional Medicaid plan. The HHS remains open to negotiations, but Gov. Haslam seems firm in his proposal.

Tennessee’s Medicaid program includes Magellan as its pharmacy benefits manager and counts UnitedHealth and WellPoint as its major insurance backers. So investors for those companies should keep an eye on this story.

Medicare cuts
Turning to the Medicare side of the Affordable Care Act, health plans rose this week on the suggestion that Medicare Advantage rates might see lower cuts than previously announced. Those rates were based on the assumption that Congress will go through with a 25% physician pay cut for next year, which would require the higher insurance rates for balance. But Congress hasn’t implemented the pay cut in more than a decade, so the rate cuts haven’t been necessary. We’ll find out for sure with the final rate announcement on Monday. Humana is overly dependent on Medicare, and shares were up nearly 3% on Wednesday following the news.

Finding cheap drugs
Consumer Reports was out with a study showing which drugstores have the best prices on generic medications. Costco had the lowest prices, while CVS Caremark had the highest. The publication theorizes that the price difference comes from how much the pharmacy segment means to the overall business. After all, a big-box store like Costco can afford narrower margins on its generics because there’s more general store than pharmacy, while CVS is more dependent on its pharmacy to drive the bottom line.

The story of our generation?
What macro trend was Warren Buffett referring to when he said “this is the tapeworm that’s eating at American competitiveness”? Find out in our free report: “What’s Really Eating at America’s Competitiveness.” You’ll also discover an idea to profit as companies work to eradicate this efficiency-sucking tapeworm. Just …read more
Source: FULL ARTICLE at DailyFinance

Why Endocyte Shares Had a Case of Deja Vu

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Endocyte , a biopharmaceutical company focused on developing oncological and inflammatory disease treatments, jumped by double digits — as much as 13% to be exact — for the second time in three days after receiving another price target hike by a research firm.

So what: On Monday, R.W. Baird boosted its rating on Endocyte to “outperform” from “neutral” and raised its price target on the company by 44% to $13. Today, Wedbush Securities analyst Gregory Wade boosted his price target on Endocyte to $20 from $16, citing the fact that Wall Street has overlooked the potential for the company’s ovarian and lung cancer treatment Vintafolide, which is being licensed out to Merck . Wade estimates that peak sales of the drug — if approved in the U.S. and Europe — could reach $500 million domestically and $400 million in Europe.

Now what: I know you’ve heard this a thousand times before, but keep in mind that analyst actions are rarely long-term drivers of a company’s share price, so don’t pay them too much credence. However, I can’t help but note that I do agree with Wedbush analyst Wade’s focus on Vintafolide, which I touched on briefly on Monday. An approval in either the U.S. or EU (or both) would be the most immediate catalyst for Endocyte with everything else coming up a clear second. It’s a company that definitely bears watching.

Craving more input? Start by adding Endocyte to your free and personalized watchlist so you can keep up on the latest news with the company.

Keeping your eye on individual companies is good, but keep in mind overall trends, too. What macro trend was Warren Buffett referring to when he said “this is the tapeworm that’s eating at American competitiveness”? Find out in our free report: What’s Really Eating At America’s Competitiveness. You’ also discover an idea to profit as companies work to eradicate this efficiency-sucking tapeworm. Just click here for free, immediate access.

The article Why Endocyte Shares Had a Case of Deja Vu originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – …read more
Source: FULL ARTICLE at DailyFinance

Here's What This $4 Billion Winning Hedge Fund Company Has Bought and Sold

By Selena Maranjian, The Motley Fool

Filed under:

Every quarter, many money managers have to disclose what they’ve bought and sold, via “13F” filings. Their latest moves can shine a bright light on smart stock picks.

Today let’s look at GMT Capital, a private investment company founded by Thomas Claugus in 1990 that manages several hedge funds and other accounts. Its reportable stock portfolio totaled $3.8 billion in value as of Dec. 31. You don’t generally grow that large without doing some things right. Last year, Bloomberg named the company’s Bay Resource Partners hedge fund one of the richest 100. In its first 15 years, it averaged a 20% annual return, almost twice that of the S&P 500.

Interesting developments
So what does GMT Capital’s latest quarterly 13F filing tell us? Here are a few interesting details.

The biggest new holdings are American International Group and Check Point Software Technologies. Other new holdings of interest include Questcor Pharmaceuticals , which has a multiple-sclerosis drug, Acthar, that has been selling well and also has many more indications. The stock yields 3.1%, and its dividend was recently raised by 25%. Questcor has its risks, though, such as an investigation into its marketing practices, as well as competition. In its just-reported fourth quarter, revenue more than doubled, though Acthar sales for MS retreated a bit. The stock is heavily shorted.

Among holdings in which GMT Capital increased its stake was Superior Energy Services . Oil and gas drilling specialist Superior Energy has lost value, on average, over the past five years, leading some to now see it as a bargain, with its P/E ratio near 10 and forward P/E around 8. Its fourth-quarter report was mixed, with its U.S. business weak but international business growing. Management expects its international business to grow by 25% over 2013 and is more uncertain about demand in the United States.

GMT Capital reduced its stake in lots of companies, including Canada-based uranium specialist Cameco . Bulls expect the company’s business to improve as gas and coal prices eventually rise, and because of new nuclear plants being built. Southern has permission to build two, and SCANA also plans to build two. My colleague Sean Williams likes Cameco’s transparency, expects higher uranium prices, and notes that China is also expected to demand more uranium over time.

Finally, GMT Capital’s biggest closed positions included Fushi Copperweld, which was taken private, and Coeur d’Alene Mines. Other closed positions of interest include Magnum Hunter Resources and 8×8 . More than a handful of natural-gas-related companies struggled over the past year. Energy concern Magnum Hunter has been heavily shorted, in part because of significant debt and a substantial focus on low-priced natural gas in its operations. Some don’t appreciate its shift toward oil and liquids, though, and its diversification across several promising shale fields. The company recently announced a delay in the filing of its year-end report, with management apologizing …read more
Source: FULL ARTICLE at DailyFinance

Why ZIOPHARM Oncology Shares Imploded

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of ZIOPHARM Oncology , a biopharmaceutical company focused on developing cancer-based therapies, were eviscerated today, falling as much as 66% after announcing a discontinuation to its late-stage metastatic soft tissue sarcoma trial with experimental drug, Palifosfamide.

So what: ZIOPHARM, in a press release this morning, noted that Palifosfamide failed to meet its primary endpoint of progress-free survival, despite just last month noting that it had met the required number of PFS instances to more closely examine the data. Clearly, upon closer examination, Palifosfamide didn’t fit the bill. The independent data monitoring committee suggested that ZIOPHARM follow up with patients to determine if Palifosfamide will improve overall survival and meet its secondary endpoint, but the company stomped out that possibility this morning by noting it’s not planning any follow-ups. Instead, management plans to focus the company’s efforts on its synthetic biology programs.

Now what: Yikes — that’s both a scientific and emotional observation! ZIOPHARM is in a world of hurt after this decision because it burned a considerable amount of its cash on developing Palifosfamide. ZIOPHARM had just $73.3 million in cash left as of its most recently filed quarter and, without the aid of secondary share offerings or job cuts, could run out of cash well before the end of 2014 by my estimates. Its synthetic biology program could eventually help its bottom line, but compared to late-stage Palifosfamide, it’s all predominantly early and-mid-stage compounds. ZIOPHARM might seem like a bargain after today because of its cash value, but I’m not biting.

Craving more input? Start by adding ZIOPHARM Oncology to your free and personalized watchlist so you can keep up on the latest news with the company.

While you can certainly make huge gains in biotechs like ZIOPHARM, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article Why ZIOPHARM Oncology Shares Imploded originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse …read more
Source: FULL ARTICLE at DailyFinance

Buy, Sell, or Hold: BP Prudhoe Bay Royalty Trust

By Selena Maranjian, The Motley Fool

Filed under:

When considering any stock for your portfolio, don’t be swayed by just the positives. Examine its pros and cons and decide whether it’s possible upside outweighs its risks. Let’s take a look at BP Prudhoe Bay Royalty Trust today and see why you might want to buy, sell, or hold it.

Founded in 1989 and based in Austin, Texas, BP Prudhoe Bay Royalty Trust is a $1.7 billion “grantor trust,” holding royalty interests in Alaska’s Prudhoe Bay oil field. Its stock has fallen 31% over the past year (actually, it lost about that much in a single week!), but over the past 20 years, it has averaged annual gains of nearly 23%.

Buy
The first thing to like about this stock is its dividend, which is yielding a massive 11.9%. When you consider that a five-year government bond doesn’t even yield 1% and a 30-year Treasury was recently yielding 3.15%, 11.9% looks darn good.

It’s important to know that BP Prudhoe Bay is a royalty trust, which is a lot like a real estate investment trust (REIT), as both are required to pay out almost all of their earnings in dividends. Royalty trusts have their performance completely tied to income generated by particular operations in a particular oil or gas field. Thus, when the well runs dry there, so does the trust. Royalty trusts generally expire after a set period. BP Prudhoe Bay‘s reserves are currently expected to last some 12 years, and the dividends are expected to peter out around 2027. So investors are not in any immediate danger.

The company will benefit from increases in the price of oil and boosted production levels. Its focus on oil over gas is another plus these days, with the price of natural gas historically low and many expecting oil’s price to rise.

Sell
One reason that the stock plunged about 30% last year was that some in the media suggested that it was overvalued, with its market capitalization exceeding the expected sum of its future dividends. That is indeed worrisome, but my colleague Sean Williams has explained that we can’t really know what the future dividends will total, and that assuming that the price of oil rises between now and 2027, they may well go up.

While some like that BP Prudhoe Bay‘s fortunes are tied to a single oil field as it offers a lot of focus, others are less keen to have all their eggs in that one basket. If for some reason production fell sharply in Prudhoe Bay, this stock could take a big hit.

Another reason to consider not holding this stock is if you’re not comfortable with it. If you don’t have a good grasp on the oil industry and on how royalty trusts (especially this one) work, then this might not be a good fit for you. Also, if you own this stock, it would be smart to keep up with its performance and prospects regularly, …read more
Source: FULL ARTICLE at DailyFinance

Why Vanguard Health Systems Shares Sank

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Vanguard Health Systems , which owns acute care centers and hospitals, dipped as much as 15% after the company was notified by the state of Arizona that it was not going to be awarded a Medicaid-care contract in the upcoming year beginning this October.

So what: With the Affordable Care Act about to make the Medicaid contract market considerably more competitive from a pricing perspective, Vanguard’s loss is clearly a negative. However, research firm Cantor Fitzgerald came to Vanguard’s aid by noting that the loss of this Medicaid contract wasn’t a huge deal since the majority of the company’s revenue is generated in hospitals and not Medicaid-reimbursed facilities.

Now what: My usual rule is that one loss is an aberration, but another Medicaid contract lost would be the start of a nasty trend. At the moment I’d worry less about the Medicaid contract and more about Vanguard’s frothy valuation, which has it trading at 15 times forward earnings. Yes, hospital operators are going to receive a nice boost from the ACA with a majority of their doubtful provisions disappearing, but that still may not justify this high of a valuation on Vanguard, whose revenue growth may be close to flat on a year-over-year basis in 2014.

Craving more input? Start by adding Vanguard Health Systems to your free and personalized watchlist so you can keep up on the latest news with the company.

While you can certainly make huge gains in hospital operators like Vanguard Health Systems, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article Why Vanguard Health Systems Shares Sank originally appeared on Fool.com.


Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.

Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool …read more
Source: FULL ARTICLE at DailyFinance

Why Idenix Pharmaceuticals Shares Flopped

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of hepatitis-C-focused research company Idenix Pharmaceuticals  dipped as much as 16% after the company received an unfavorable initial ruling from the U.S. Patent and Trademark Office in regards to a patent dispute filed against Gilead Sciences .

So what: The patent dispute — which covers certain 2′-methyl-2′ fluoro nucleoside compounds used in hepatitis-C treatment — was filed by Idenix last March. Today, the U.S. Patent and Trademark Office in the first phase of its judgment determined that Gilead is the senior party and that Idenix is the junior party. In short, their determination was that Gilead was the first party to file for a patent application for the above nucleoside compounds. The next phase of the trial will determine which party is the first to invent.

Now what: I had always thought Idenix’s patent dispute with Gilead was a bit of a stretch. Now, with the company being named the junior party in the initial phase of its patent trial, there appears a much slimmer hope that it’ll be declared the inventor and patent holder of these nucleoside compounds. Idenix has had a miserable past year with its previous leading compounds placed on clinical hold following the death of a patient in a Bristol-Myers Squibb trial for BMS-096984, which shares some nucleoside similarities to Idenix’s pipeline. To add, Gilead’s Sofosbuvir is cleaned up in all four late-stage trials and looks well on its way to becoming a blockbuster. To conclude, even after today’s tumble, Idenix still has plenty of caution tape draped all over it.

Craving more input? Start by adding Idenix to your free and personalized watchlist so you can keep up on the latest news with the company.

While you can certainly make huge gains in biotechs like Idenix, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article Why Idenix Pharmaceuticals Shares Flopped originally appeared on Fool.com.


Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.

The Motley Fool recommends Gilead Sciences. Try any of our Foolish newsletter services free for 30 days. We …read more
Source: FULL ARTICLE at DailyFinance

Why Micron Technology Shares Jumped

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of Micron Technology , a memory chip manufacturer in the semiconductor sector, roared higher by as much as 12% after reporting its second-quarter earnings results.

So what: For the quarter, Micron reported a 3% increase in total revenue, to $2.08 billion, but saw its loss widen to $286 million, or $0.28, from $282 million in the year-ago period. Wall Street had been expecting a loss of just $0.20 per share, but the $2.08 billion in sales was markedly higher than the $1.92 billion consensus. What really has investors excited is the combination of lower manufacturing costs and improving margins that portend profitability could be right around the corner. It was this that prompted research firm Credit Suisse to boost its price target on Micron from $8, to $14, as it sees favorable memory supply keeping Micron’s margins and memory prices up.

Now what: If you don’t know a thing about cyclical businesses, just buy a memory chip producer and hang on for a few years, and you’ll be an expert in no time. The time to buy a company like Micron is when no one wants to own a memory chip producer, and the time to sell is shortly after they become profitable and supply becomes favorable. We’re probably getting toward the upper-end of its cyclical trading range; so, while I still favor some modest additional upside in the company, I’m not expecting a blockbuster return.

Craving more input? Start by adding Micron Technology to your free and personalized Watchlist, so you can keep up on the latest news with the company.

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The article Why Micron Technology Shares Jumped originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering …read more
Source: FULL ARTICLE at DailyFinance

Why Halozyme Therapeutics Shares Skyrocketed

By Sean Williams, The Motley Fool

Filed under:

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis.

What: Shares of biopharmaceutical company Halozyme Therapeutics , which engages in human enzyme research, soared as much as 20% after announcing a positive opinion from a European panel over its primary and secondary immunodeficiency drug, HyQvia.

So what: HyQvia, which was developed by Halozyme and Baxter International , received a positive opinion from the European Medicine Agency’s Committee for Medicinal Products for Human Use (essentially the equivalent of the FDA panel for Europe) as a replacement therapy for adults with primary of secondary immunodeficiencies. HyQvia works as a subcutaneous injection that’s given every three to four weeks and could help lower the number of adverse events often associated with more frequent intravenous injections. In trials, HqQvia resulted in an acute serious bacterial infection rate of just 0.025, which is well below the required efficacy threshold of 1.0.

Now what: Just like with the FDA at home, the EMA is not required to follow the opinion of its panel. However, I feel this is a pretty resounding endorsement given its success in clinical trials and the comfort improvement that it could bring patients in terms of a subcutaneous injection compared to intravenous injection. We may have already seen most of the pop should HyQvia be approved in Europe, but with Baxter on its side, I could see HyQvia selling well. This will definitely be a name worth keeping an eye on.

Craving more input? Start by adding Halozyme Therapeutics to your free and personalized watchlist so you can keep up on the latest news with the company.

While you can certainly make huge gains in biotechs like Halozyme, the best investing approach is to choose great companies and stick with them for the long term. The Motley Fool’s free report “3 Stocks That Will Help You Retire Rich” names stocks that could help you build long-term wealth and retire well, along with some winning wealth-building strategies that every investor should be aware of. Click here now to keep reading.

The article Why Halozyme Therapeutics Shares Skyrocketed originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.
Try any of our Foolish newsletter services free for 30 days. We Fools don’t all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 – 2013 The Motley Fool, LLC. …read more
Source: FULL ARTICLE at DailyFinance