Tuesday, July 1, 2014

Top 5 Asian Stocks To Watch For 2014

BoE's Carney “new” norm is 2.5%

US Bull Flattener will force USD lower Asian appetite for Euro paper supports EUR Bund/Periphery spreads beginning to be squeezed

Interest rates are the key to unlocking the forex market's contained range trading. Investors require a divergence in central bank interest rate policies to provide opportunity. So far, a low-rate environment is affecting market volume and volatility — the new ‘norm' that dealers have had to adhere to for the past few years. Alas, there is hope: central banks will need to stay ahead of a squeeze in prices, a phenomenon that will eventually be created by so much liquidity. A subtle change in rhetoric from Governor Mark Carney at the Bank of England (BoE) to Governor Graeme Wheeler at the Reserve Bank of New Zealand is giving the market a heads up to change, albeit this year or next. U.K. data is strong and it's reasonable for the BoE to forewarn, however, when you have a governor that can sometimes ask questions off script (why is a market not pricing hikes in 2014?), it provides GBP volatility and hence opportunity (look at the pound's move over the past few weeks — most of it equates to various Carney and Monetary Policy Committee speeches). So, it's imperative to understand central bank rates and specifically how they interact with other neighboring policies to understand market movement. In a low rate and low volume market the “carry” trade gets special attention.

Hot Services Companies To Invest In Right Now: Affymax Inc.(AFFY)

Affymax, Inc., a biopharmaceutical company, engages in the development of drugs for the treatment of serious and life-threatening conditions. It develops peginesatide (Hematide), which has completed Phase III clinical trial for the treatment of anemia associated with chronic renal failure. Hematide is a synthetic peptide-based erythropoiesis stimulating agent designed to stimulate production of red blood cells. The company has strategic alliance agreements with Takeda Pharmaceutical Company Limited and Nektar Therapeutics AL, Corporation to develop and commercialize Hematide. Affymax, Inc. was founded in 2001 and is based in Palo Alto, California.

Advisors' Opinion:
  • [By Kanak Kanti De]

    Amgen needed an Onyx-like acquisition badly. For one, sales of Aranesp and Epogen, its flagship drugs for anemia, are dropping on concerns of safety, and loss of monopoly in 2012 to Affymax (AFFY), which received FDA approval for a rival anemia drug. (Note though, that after Omontys was recalled this year, that problem is resolved for Amgen.) Secondly, four of its top selling products go off patent in 2015.

  • [By Alpha Exposure]

    Investors in Affymax (AFFY) would like you to believe that Omontys will make a miraculous comeback and that Affymax will be a major winner. My belief is that the last AFFY article contained multiple factual errors that when refuted show that the future for Omontys is in fact dire. At the conclusion of this article all doubt should be removed regarding the low likelihood that Omontys returns to market.

Top 5 Asian Stocks To Watch For 2014: Teekay Tankers Ltd(TNK)

Teekay Tankers Ltd., together with its subsidiaries, engages in the ownership and operation of oil tankers. As of August 16, 2011, it owned a fleet of nine double-hull Aframax tankers and six double-hull Suezmax tankers. The company, through its joint venture with Wah Kwong Maritime Transport Holdings Limited, also owned a very large crude carrier newbuilding. As of March 1, 2011, it operated four Aframax tankers in the Teekay Pool and three Suezmax tankers in the Gemini Pool arrangements; and five Aframax tankers and three Suezmax tankers under fixed-rate time-charter contracts. The company is headquartered in Hamilton, Bermuda.

Advisors' Opinion:
  • [By Sean Williams]

    Tank you very much
    I haven't been a fan of the shipping sector in years, but I'm finally coming around to a few of the stronger candidates. This week I plan to add oil transporter Teekay Tankers (NYSE: TNK  ) to the list.

  • [By Tim Melvin]

    Teekay Tankers Ltd. (NYSE: TNK) is another cheap foreign stock to buy now that appears to have enormous recovery potential over the next few years.

Top 5 Asian Stocks To Watch For 2014: The Medicines Company(MDCO)

The Medicines Company, a pharmaceutical company, provides various medicines to hospitals for advancing the treatment of critical care patients worldwide. The company markets Angiomax, an intravenous direct thrombin inhibitor for use as an anticoagulant in combination with aspirin in patients with unstable angina undergoing percutaneous transluminal coronary angioplasty and for use in patients undergoing percutaneous coronary intervention; and Cleviprex, an intravenous small molecule calcium channel blocker for the reduction of blood pressure, as well as to treat neurocritical care and cardiac surgery patients. Its products under development include Cangrelor that is in Phase III clinical trial acts as an intravenous small molecule antiplatelet agent to prevent platelet activation and aggregation; and Oritavancin, which is in Phase III clinical trial acts as an investigational intravenous antibiotic for the treatment of serious gram-positive bacterial infections, including acute bacterial skin and skin structure infections. The company?s products under development also comprise MDCO-157, a pre-registration stage product for platelet inhibition in patients suffering from acute coronary syndrome (ACS), and patients experiencing myocardial infarction, stroke, or peripheral arterial disease; MDCO-2010, a small molecule serine protease inhibitor that is in Phase II clinical trial used for the reduction of blood loss during surgery; and MDCO-216, which is in Phase I clinical trial used for the reversal of atherosclerotic plaque development and the reduction of the risk of coronary events in patients with ACS. Its products also consist of Argatroban, a direct thrombin inhibitor used as anticoagulant for prophylaxis or for the treatment of thrombosis; and acute care generic products. The Medicines Company was founded in 1996 and is based in Parsippany, New Jersey.

Advisors' Opinion:
  • [By Jake L'Ecuyer]

    Equities Trading DOWN
    Shares of The Medicines Company (NASDAQ: MDCO) were down 15.34 percent to $24.06 after the company provided an update on Angiomax patent litigation.

Top 5 Asian Stocks To Watch For 2014: Endeavour Silver Corporation(EXK)

Endeavour Silver Corp., a mid-cap silver mining company, focuses on the growth of its silver production, reserves, and resources in Mexico and Chile. It principally holds interests in two producing silver mines in Mexico, including the Guanacevi mine, located in Durango State; and the Guanajuato mine located in Guanajuato State. Endeavour Silver Corp. was formerly known as Endeavour Gold Corp. and changed its name on September 14, 2004. The company was founded in 1981 and is headquartered in Vancouver, Canada.

Advisors' Opinion:
  • [By The Investment Doctor]

    In this article I'll have a look at Endeavour Silver's (EXK) second quarter results. In an earlier article I was afraid the company would be free cash flow negative at a silver price of $20/oz. I'll now have a look at the financial results to see if the company indeed had a net cash outflow, and what consequence this had on its balance sheet.

  • [By Rich Duprey]

    Yet silver miners are producing record amounts of the metal. Coeur Mining (NYSE: CDE  ) said that silver production jumped 21% in the second quarter�to 4.6 million ounces, with full-year production still anticipated to hit 18 million-19.5 million ounces, while Endeavor Silver (NYSE: EXK  ) hit new records as production surged 48% to 1.5 million ounces.

  • [By Dan Caplinger]

    Next Monday, Endeavour Silver (NYSE: EXK  ) will release its latest quarterly results. The key to making smart investment decisions on stocks reporting earnings is to anticipate how they'll do before they announce results, leaving you fully prepared to respond quickly to whatever inevitable surprises arise. That way, you'll be less likely to make an uninformed knee-jerk reaction to news that turns out to be exactly the wrong move.

  • [By Jake L'Ecuyer]

    Leading and Lagging Sectors
    In trading on Wednesday, basic materials shares were relative leaders, up on the day by about 0.27 percent. Meanwhile, top gainers in energy sector included Endeavour Silver (NYSE: EXK), with shares up 4.3 percent, and McEwen Mining (NYSE: MUX), with shares up 4.4 percent.

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