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The Oxen Group's Long Term Ratings' report give a different perspective from the conventional big players on Wall Street. Given the size of Oxen Group, it does not have a vested interest in any of the companies for which it give ratings. Its analysis is objective and based on facts! Giorgio Ferrero, Lifelong Investor
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Category Archives: Guest Articles
PROLOR Biotech: A Top Takeover Candidate
Billionaire Phillip Frost is an esteemed entrepreneur and philanthropist who built his fortune from pharmaceuticals. His success in the field, in my view, is unrivaled; his story, a classic. Fortunately for investors, Frost is still active in healthcare companies. He currently chairs PROLOR Biotech, an emerging biopharmaceutical firm that is trading significantly below intrinsic value with favorable risk/reward, as evidenced by comparable past buyout multiples.
PROLOR is engaged in the biosimilars and biobetters space, developing new forms of perviously approved biologic therapeutics. Since products are not coming from scratch, valuing a business like PROLOR is much less speculative than it is for other biotech companies. At the same time, the firm's products have relatively minimal time to commercialization, since clinical trials use short-term biological parameter readouts and are not dependent on primary endpoints from outcome measures. Continue reading “PROLOR Biotech: A Top Takeover Candidate” »
Posted in Guest Articles, Takeover Analyst
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The Emerging Market in the Sweet Spot Between U.S. Demand and Chinese Growth
by Carl Delfeld, Investment U’s Global Equities and Emerging Markets Specialist
With seemingly everyone in the investment world looking for ways to play China, here’s my advice: Focus your attention on the other side of the world to an emerging nation that also boasts a fast-growing export market.
Namely, Mexico.
At the moment, Mexico’s economy and stock are benefiting from a double whammy: surging direct investment from the United States and China. Not a bad couple to have on your side! And it’s just one reason for Mexico’s healthy 4% annual GDP growth rate.
So let’s take a look at how this Mexico-America-China trade triangle could take Mexico’s emerging market to the next level…
Posted in Guest Articles, Investment U
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Investment U: Emerging Market Healthcare Trend
by Marc Lichtenfeld, Healthcare Specialist
Wednesday, January 26, 2011: Issue #1436
Very few Wall Street analysts are calling for the healthcare or biotech sectors to be among the top performers this
year.
year.And I love it.
Why? Two reasons…
- The contrarian in me knows that this usually spells a big opportunity.
- Because Wall Street analysts have a horrendous track record for picking stocks. In fact, The Wall Street Journal has noted that analysts’ least favorite stocks usually outperform their favorite ones by a wide margin.
For what it’s worth, Wall Street expects overall biotech sector revenue to climb by a fairly ho-hum 8% this year.
Whatever.
For starters, I suspect that figure is too conservative. And regardless of what Wall Street thinks, it’s no secret that I’m a big biotech fan, anyway. Continue reading “Investment U: Emerging Market Healthcare Trend” »
Posted in Guest Articles, Investment U
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John Mason: China Leads the World…in Clean-Energy Power
These are the lead paragraphs in an article on China… the “Green” nation:
“For years, China was seen as a major obstacle to global efforts to combat climate change because of its refusal to reduce emissions under the Kyoto Protocol.
Now, for some, the concern is not that China is moving too slowly but that it is rushing ahead so fast that clean-energy companies in the West will be left in the dust.” (http://dealbook.nytimes.com/2011/01/25/
efforts-to-halt-climate-change-provoke-new-optimism/?ref=todayspaper)
This article brings to mind two pieces of advice I received several years ago that I have found to be relevant over and over again.
The first is that China thinks in terms of decades, whereas the West thinks in terms of years.
Continue reading “John Mason: China Leads the World…in Clean-Energy Power” »
Posted in Guest Articles, John Mason
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John Mason: Banking is Changing – Look Out for Opportunities
Banking is changing. I have argued this case for a long time. The number of banks in the banking industry is declining. A year ago or so we had over 8,000 commercial banks in the banking industry and several thousand organizations called thrift institutions. Now, we have less than 7,800 in the banking system and the thrift industry is legacy. My guess is that over the next five years, the number of commercial banks will drop below 4,000. This, of course, does not consider the credit unions and the increasing role they play in financial services.
The largest 25 commercial banks in the banking system hold about two-thirds of the assets of domestically chartered banks in the banking system. These banks hold over 57% of all the banking assets in the United States. Foreign-related financial institutions hold almost 13% of all banking assets in the United States. Thus, the biggest 25 domestically chartered banks in the United States banking system plus foreign-related financial institutions in the United States hold 70% of all banking assets.
This means that the average size of commercial banks not included in the largest 25 banks is a little more than $450 million. This means that there are a lot of very, very small banks “out there.”
Continue reading “John Mason: Banking is Changing – Look Out for Opportunities” »
Posted in Guest Articles, John Mason
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