News
Sarepta Therapeutics Inc’s (SRPT) Technology Shows Dramatic Results as DMD Patients Regain Functions
May 17, 2013Sarepta Therapeutics Inc’s (SRPT) innovative technology treating gene mutations in Duchenne muscular dystrophy patients is showing remarkable results in clinical trials, and this technology has the potential to treat other gene mutations within DMD as well as other diseases, making SRPT a promising big story in corrective medicine, says Finny Kuruvilla, Portfolio Manager of the Eventide Gilead Fund. “One of the things that’s really interesting about this company that I don’t think the market has fully digested is the fact that the way they treat Duchenne muscular dystrophy…DMD patients have a mutation in a gene called dystrophin, and their muscle cells tend to rupture and lyse… [Sarepta's technology] enables the patient to be able to make normal dystrophin like you and I have, unlike what they’ve had before...
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FLIR Systems (FLIR) and Verint Systems (VRNT) May Hold Long-Term Value Despite Challenges in Defense Analytics
May 17, 2013FLIR Systems, Inc (FLIR) and Verint Systems Inc. (VRNT) are two plays in the defense analytics space that are showing promise to the long-term investor due to their lower share prices, despite the current challenges in this tech arena, says Jonathan Ho, Analyst at William Blair & Company, L.L.C. “[FLIR and VRNT] are not cybersecurity companies, but they play more in the defense analytics space. One of the challenges that we see is just lumpiness and difficulty predicting what’s going to happen in some of the technology investments that are being made by the U.S. federal government. Many companies in this area are struggling with budget constraints coming from sequestration and from the continuing resolution of the U...
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Sunoco Logistics Partners L.P.’s (SXL) Insider Buying and Value Investor Following: Is SXL Still a Special Situation?
May 16, 2013Jonathan S. Vyorst is Senior Vice President of Paradigm Capital Management, where he manages several deep-value-oriented funds including a “special situations” portfolio: “An old and important part of value investing.” Sunoco Logistics (SXL) is a publicly traded limited partnership formerly controlled by Sunoco. SXL is now controlled by Energy Transfer Partners (ETP), which acquired Sunoco in 2012. This “special situation” was “much more valuable than the market recognized,” stated Mr. Vyorst in a March interview, but now this value has been unlocked. Yet is it time to revisit Sunoco Logistics as a standalone investment? As reported to the SEC on May 15, 2013, the Chief Financial Officer of Sunoco Logistics, Marin Salinas, has been buying shares in the open market, most recently 2,750 shares at $62...
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C.R. Bard, Inc. (BCR) Generates ROE in the 20s; Trades at 7% Free Cash Flow Yield
May 16, 2013C.R. Bard, Inc. (BCR) is generating solid returns on equity and consistent free cash flow, in addition to being awarded several hundred million dollars from a patent infringement lawsuit against W.L. Gore & Associates, Inc., making BCR a valuable investment, says Mark W. Oelschlager, Portfolio Manager at Oak Associates, Ltd. “One of our big holdings is CR Bard (BCR)…we’re talking about a company that generates returns on equity well into the 20s; consistent free cash flow; it’s trading at about a 7% free cash flow yield, whether you take the most recent year’s results or the last four years; and it is one of the leaders in its field,” Oelschlager said...
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Primary Energy Recycling Corporation (TSE:PRI) Generates Electricity from Waste Heat to Reduce Costs
May 15, 2013Primary Energy Recycling Corporation (TSE:PRI) uses waste heat from industrial processes to generate electricity, providing a way for industries to reduce their energy costs while complying with federal targets for energy efficiency, says John McIlveen, Senior Vice President for Research at Jacob Securities Inc. “Primary Energy uses waste heat to make power. They’re essentially almost like a back-end power unit that’s taking all the heat from a steel plant for example and then turning that heat into electricity the same way a coal plant would, by burning the coal to make heat and that spins the turbine. Waste heat is found in industries like food, cement, steel or anything that creates a lot of heat — you can put these waste-to-power turbines in there,” McIlveen said...
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