Saturday, July 21, 2012

Stem Cells Has Huge Week

I wrote an article on Stem Cells (STEM) for Seeking Alpha last week. The article (found here) talked about how the stock ran up from results of an Alzheimers study. When that article was published, shares were up 70%, before they ultimately were up over 100% in one day. The stock is a "penny stock", with a price under $5 a share, and saw huge volume that led to the large percentage increase.

From StemCells website, here is the current pipeline:


Spinal Cord Injury - Clinical Development

PMD - Clinical Development

AMD - Pre-Clinical

Alzheimer's - Pre-Clinical

Stroke - Pre-Clinical

Liver Metabolic Disorders - Pre-Clinical

Hepatitis C - Research

As you can see, StemCells is working on different areas of the body focusing on the eyes, spinal cord, and brain. These all represent areas critical to survival for humans. The areas are all also underserved by the medical community with treatments.

Are you looking for small biotech companies that could jump on positive news? Follow along with my monthly newsletter coming in Auguust or September. The newsletter will be free or under $5 a month. You can email me at stockworldpicks@gmail.com or follow this site for more information. The newsletter will have an area dedicated to drug stocks. Sample trackable portfolios will also be included, where StemCells will most likely have a position for the long term.

Wednesday, July 11, 2012

Buy Stock in Manchester United Football/Soccer Team

"Glory, glory Man United
Glory, glory Man United
Glory, glory Man United
As the reds go maching on"

Manchester United fans in North America will soon have a chance to stand behind their favorite team and buy shares.

The English Premier League team owned by Malcolm Glazer,

Video Game Industry in 2013



Anyone who follows my posts on Seeking Alpha or on this blog may know by now that I write about the video game sector a lot. I do not own a video game console or play video games, so where does this knowledge and love for video games come from? Well, it might be that at present time I own shares of three video game companies (ATVI, COOL, THQI). Despite a move away from hardware titles to social, mobile, and digital games, consumers are still buying big blockbusters every year. I wrote an article on Seeking Alpha recently ("Investing in the Video Game Sector in 2013") that provided an early look at blockbuster titles that will be coming out next year.

CNBC provided a list of The Ten Most Anticipated Video Games for 2013:

  • Grand Theft Auto V

Lions Gate Splits Mockingjay Into Two Films, The Hunger Games Trilogy Becomes Four Blockbuster Movies

Hunger Games - Katniss Aiming
Hunger Games -...

Buy This at Allposters.com


Lions Gate Entertainment made the smart decision to split up the third Hunger Games book into two movies. Mockingjay will be released as two movies in 2014 and 2015. The release dates for all of The Hunger Games movies have now been made official. Official release dates are:

  • Catching Fire: November 22, 2013
  • Mockingjay Part 1: November 21, 2014
  • Mockingjay Part 2: November 20, 2015
This decision...

Fender Guitar IPO Preview

Guitar maker Fender is set to test the public markets with a 10.71 million share IPO. The company is set to sell shares in a price range of $13 to $15.

Brands owned by Fender include:
  • Fender
  • Squier
  • Jackson
  • Guild
  • Ovation
  • Latin Percussion
Fender also is the North American distributor for Sabian cymbals, one of the largest percussion companies. Fender guitars have been played

Monday, July 9, 2012

The Walking Dead Video Game Coming From Activision


Activision added one of the most popular television shows to its lineup of 2013 video games. The Walking Dead, which airs on AMC, hit record numbers for its Season 2 Finale. The show has increased in popularity over its 19 episodes. The third season premieres in October on AMC. There already is a episodic game put out allowing players to play a two hour scenario each month involving the characters of The Walking Dead. You can buy that game for $24.99 below for PC or Mac. I also wrote an article on how to trade AMC and ATVI (Did Activision Score a Blockbuster With The Walking Dead Video Game Rights?).



*Disclosure-I Own Shares of ATVI*

Top Ten Stocks for 2012 Mid Year Update

Hard to believe that 2012 is officially half way over. That means its time to check in on my annual top ten stock picks for the year. Follow the link to see results.

Are Anger Management's Week Two Ratings a Worry for Lions Gate

When Anger Management debuted on FX two Thursday ago, it broke records for a cable comedy premiere. The show recieved a lot of press and hype thanks to it being Charlie Sheen's first show since his well publicized departure from Two and a Half Men on CBS. I also wrote about the show on Seeking Alpha in an article entitled, "Lions Gate and News Corporation Winning With Charlie Sheen".

In its first week on the FX channel, Anger Management premiered two episodes with 5.47 million (9PM) and 5.74 million (9:30PM) viewers. Last week, the show suffered declining numbers in its second week. Thursday's episode had "only" 3.37 million viewers, suffering a drop of over 35%. The show did however...

Thursday, July 5, 2012

UFC Heading to China

Today, the Ultimate Fighting Championship announced it will be heading to China. The most populous nation will see UFC fighters in person on November 10th. The fighters will hold their competition at the Cotei Arena in front of 15,000 people. Macau is the popular gaming area near mainland China. Gambling is legal and has been popularized in the region. I wrote recently about one of the biggest players in the Macau market. See the article here:

-Melco Crown (MPEL)

The UFC continues to expand its global dominance. Recently the league returned to Brazil, where some of its most prominent fighters reside and/or train. The UFC also signed a deal with News Corpoartion to showcase some fights on FX Channel and FOX. The company's hit reality show "The Ultimate Fighter" also made the switch from SPIKE to FX.

-UFC Deal with Fox (NWS)

The UFC continues to be the fastest growing sport in the World and should continue its global expansion and dominance with a deal in China. Unfortunately there is no way to capitalize on the UFC exposure. Unlike rival Worldwide Wrestling Entertainment (WWE), UFC is not traded on a stock exchange.

Tuesday, July 3, 2012

Subway: Eat Fresh, Drink Vitamin Water Zero


Coca-Cola continues to expand its line of non carbonated beverages. The company, most famous for its original Coca-Cola brand, has shifted its focus to healthier options like Powerade and Vitamin Water. Today Coca-Cola announced a deal to bring its popular Vitamin Water brand into Subway stores.




The new deal will see customers in Subway able to purchase Vitamin Water Zero beverages. Vitamin Water had a market share of 1% in the noncarbonated beverage market (Beverage Digest). Sales of Vitamin Water Zero saw sales growth of 28% last year. The deal is for Vitamin Water Zero brand only, keeping the full calorie Vitamin Water bottles out of Subway stores. Two flavors, Lemonade and Acai Blueberry Pomegranate, will be offered in stores. Subway began testing sales of the bottles over the last several years. Along with Coca-Cola on fountain, Subway also offers Minute Maid, Powerade, and Dasani beverages in bottles. With 25,000 locations, Subway is the largest restaurant chain in the United States.

Vitamin Water was purchased in 2007 for $4.1 billion by Coca-Cola. The acquisition was part of beverage companies shifting to alternative drinks as consumers move away from carbonated beverages. Rival Pepsi acquired Sobe and Gatorade brands. Considered rich at the time, the acquisition has allowed Coca-Cola to expand from carbonated beverages into alternative options like bottled water, flavored water, and juice drinks.



The push into Subway with Vitamin Water also strengthens Coke’s restaurant business. The company competes with Pepsi in the restaurant fountain beverage industry. Pepsi has YUM Brands, which includes Taco Bell, Pizza Hut, and KFC. YUM Brands is the largest restaurant chain by number of stores in the World. Coca-Cola has its fountain machines in McDonald’s, Burger King, and Subway. Subway and McDonald’s are the two largest restaurant chains in the United States. Coke is also experimenting with its Coca Cola Freestyle machine, which allows customers to choose from individual flavor combinations. A recent article points out the benefits of the new machine and how it could transform the restaurant fountain industry.



Friday, June 8, 2012

Important Announcement

Over the next week, I will welcome my first child into this world. During this exciting time, I will not be around a computer and will not be active on this blog or Seeking Alpha. I will have some time off from work and will be completely redesigning my stock blog and updating it during my time off.

In the meantime, I want to thank anyone who has read this blog or any of its posts on a regular or short term basis. I am in the process of creating a monthly stock investing newsletter. The newsletter will be a complete guide to the market and will have many subsections including:

New Stock Ideas
Stocks Under $10
Dividend Ideas
Top ETFs
Earnings Analysis
Stocks I Own

I have not decided on whether the newletter will be free (ad-supported) or a subscription basis. I am wondering if anyone would like to start the conversation here or in an email of if they would read the newsletter and how much they would pay.

The newsletter would also include the first look at my Top Ten Stock Picks, which have been huge winners for anyone following me.

Also, anyone who emails now will receive first priority and a discounted rate if it is a subscription basis.

Please email with your interest at: stockworldpicks@gmail.com

Thanks,

Chris

Tuesday, May 22, 2012

Tria Beauty Set to Price Their Initial Price Offering This Week


Read my latest IPO writeup. This week we center our focus on Tria Beauty. The maker of at home hair removal and acne removal products is set to go public this week.

Tria Beauty (TRIA) is set to go public by offering 4.6 million shares at a price point of $13 to $15. The initial price offering is being underwritten by Morgan Stanley (MS), Piper Jaffray, and Wells Fargo (WFC). With a total share count of 19.2 million (19,294,722), the company's market capitalization would be $270.1 million (based on mid range of $14 a share). After the offering, directors of Tria Beauty and owners of more than 5% would own 58.4% of the company.
Tria Beauty is a leading over the counter medical device maker in the beauty segment. The company offers, "easy to use, FDA-cleared medical devices to consumers that deliver results comparable to professional aesthetic treatments at a fraction of the cost." Continue Reading

Here's a look at the company's two leading products and a newer product as well:



Monday, May 14, 2012

2 Great New IPOs to check out

Over the past few years, I have switched most of my stock writing over to Seeking Alpha. Each month on that site I contribute articles on stocks that I feel are worth watching or buying. For anyone who has followed me on this blog or the Seeking Alpha community, you have seen many of those picks create great value for anyone who took my recommendations. Initial price offerings are companies who come to the public market. The investments are risky as many of the shares are held by private equity and are hard to acquire during the first public day.

Here are two recent IPO write-ups of stocks I think worth checking out after they go public.

Ignite Restaurant Group - Is the company behind the Joe's Crab Shack and Brick House Tavern + Tap Brand

T.I.M. WE - Offers Mobile Markeing, Mobile Money, and Mobile Entertainment in over 75 countries around the world.

Saturday, April 21, 2012

THQ Raises Earnings Guidance and Stock Soars

Just a short time ago, THQ Incorporated (THQI) received a delisting notice from the Nasdaq if it could not maintain a price above a $1 a share. Shares have not seen a $1 since December of 2011 but appear destined to hit the key share price after upbeat earnings from the company.
The fourth quarter loss will now be smaller than the company and analysts once projected. The net loss is expected to now be in the $0.10 to $0.20 range. Previously, the loss was predicted to be in a range of $0.35-$0.50. Net sales will now be reported as $160-$170 million versus projected $130-$150 million.
Saints Row: The Third sales greatly increased once the company did several price cuts to attract buyers. The uDraw segment has weighed down shares and hurt revenue. Stronger sales of the UFC Undisputed game also helped the earnings beat. A blog post I wrote back in January highlighted the new UFC game and the company’s potential. Here’s a look at sales of some recent releases:

North America/Europe/Japan/Rest of World/Total

UFC Undisputed 3 XBOX 360 0.36million 0.08 million 0 0.04 million 0.49 million

UFC Undisputed 3 PS3 0.28 million 0.12 million 0.01 million 0.06 million 0.48 million



Saints Row 3 XBOX 360 0.89 million 0.92 million 0.03 million 0.22 million 2.07 million

Saints Row 3 PS3 0.55 million 0.69 million 0.09 million 0.28 million 1.62 million

Saints Row 3 PC 0.07 million 0.11 million 0 0.03 0.21 million



Sales figures from www.vgchartz.com


Earnings will now be reported on May 15th and this could lead to an increased share price once guidance for the rest of the year is reported. An update on the game release schedule could also push shares back over $1. The company will also report $76 million in cash balances. Along with its cash balance, the company still maintains a $50 million level of credit that can be utilized to release several games in 2012 and 2013.

The company will likely update the status on the highly anticipated Darksiders II game. The game will be a follow-up to 2010’s Darksiders, which sold close to a million copies on the XBOX 360 platform. The company’s recent UFC game is also helping earn the company additional revenue with downloadable character packs, including the recent International Fighters pack. The WWE games also have made extra money from downloadable character packs. In my recent blog post, I also mentioned how the company was expanding into social gaming including UFC and Margaritaville.



The fifty two week share price of the company is a wide $0.45-$4.67. Shares once traded for over $35 a share. I bought shares of this stock under $1 as I believe the company is producing enough money from several minor hits to keep its studio going. New releases will power the company further along or will lead to a buyout. A buyout is also very realistic as larger Take Two (TTWO), Electronic Arts (EA), or Activision (ATVI) looks to strengthen its portfolio and will gain the Saints Row, Darksiders, and UFC brands as well as others. I remain bullish on shares of THQI and think they are worth buying below a $1 a share.

*Disclosure - I own shares of THQI and ATVI

Thursday, April 19, 2012

Buy the Company Behind the Tupac Hologram

Over the weekend, attendees of the annual Coachella Music Festival were treated to a suprise appearance from Tupac Shakur. Now I know what you're thinking, yes Tupac was shot and killed in 1996. This Tupac was a hologram that was made by Digital Domain Media Group (DDMG). The Tupac hologram performed "Hail Mary" and "2 of Amerikaz Most Wanted" with Snoop Dogg.

Digital Domain Media Group went public in November of 2011. The stock is trading below its IPO price, even with a nice runup from the Tupac hologram. I wrote an article on Seeking Alpha today analyzing other parts of the business and the potential for other holograms.

Check out the article here.




*Disclosure - I own shares of Digital Domain Media Group*