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 Elizabeth Arden (NASDAQ: RDEN ) are up over 8% today after topping out above 10% in afternoon trading. The market seems to be pleased with a decent earnings report and the same forward guidance as was issued previously, because at least it's better than being surprised with lousy reports and weak guidance.
So what: Arden's revenue came in at $264.5 million, a 10.5% year-over-year improvement, and slightly ahead of the $261.2 million Wall Street consensus. Earnings of $0.02 per share were in line with the Street's expectations. Arden's holding its full-year revenue guidance of $1.35 billion to $1.37 billion, which tops out at the consensus estimate of $1.37 billion. The company's earnings guidance ranges from $2.30 to $2.50 per share, which is well-placed at points between the consensus estimate of $2.41 in EPS. The big surprise was 33% sales growth in Europe, because when do we ever hear anything about a company doing well in Europe these days?
Best Paper Stocks To Own Right Now: VIVUS Inc (VVUS)
VIVUS, Inc., incorporated on May 16, 1996, is a biopharmaceutical company. It commercializes and develops therapies to address unmet needs in obesity, sleep apnea, diabetes and sexual health. The Company's drug, Qsymia (phentermine and topiramate extended-release) was approved by the the United States Food and Drug Administration (FDA) for the treatment of obesity as an adjunct to a reduced-calorie diet and increased physical activity for chronic weight management in adult patients with an initial body mass index (BMI) of 30 or greater (obese), or 27 or greater (overweight) in the presence of at least one weight-related comorbidity, such as hypertension, type 2 diabetes mellitus or high cholesterol (dyslipidemia). Qsymia incorporates low doses of active ingredients from two previously approved drugs, phentermine and topiramate. It has completed Phase 2 clinical studies for Qsymia for the treatment of sleeps apnea and Qsymia for the treatment of type 2 diabetes. Its drug also includes STENDRA, or avanafil.
Qsymia for the treatment of obesity was approved as an adjunct to a reduced-calorie diet and increased physical activity for chronic weight management in adult patients with an initial BMI of 30 or greater (obese), or 27 or greater (overweight) in the presence of at least one weight-related comorbidity, such as hypertension, type 2 diabetes mellitus or high cholesterol (dyslipidemia). Qsymia incorporates low doses of active ingredients from two previously approved drugs, phentermine and topiramate.
The Company initially launched Qsymia for distribution to eligible patients through the home delivery networks of two certified pharmacies, CVS Pharmacy and Walgreens. Since then, it has expanded the distribution of Qsymia to include the home delivery networks of Express Scripts, Wal-Mart Pharmacy and, for its members only, Kaiser Permanente. Clinical studies of topiramate, a component of Qsymia, in type 2 diabetics resulted in a clinically reduction of hemoglobin A1c (HbA1c). The! Company's drug, STENDRA (avanafil), is an oral PDE5 inhibitor the Company has licensed from Mitsubishi Tanabe Pharma Corporation (MTPC).
Advisors' Opinion:- [By Brian Orelli]
Observe the peaks in July 2012 after the FDA approved VIVUS'� (NASDAQ: VVUS ) and Arena Pharmaceuticals' (NASDAQ: ARNA ) obesity drugs. VIVUS launched Qsymia a few months later to lackluster sales. Arena's Belviq was just launched earlier this month after waiting for the DEA to sign off on the drug's scheduling. While Arena sits a little lower than its post-approval high, it still has a ways to fall if the drug also fails to meet investors' expectations.
- [By Bryan Murphy]
If you're curious as to why shares of Orexigen Therapeutics, Inc. (NASDAQ:OREX) are tanking following what was seemingly good news, you only have to look at the sagas of Arena Pharmaceuticals, Inc. (NASDAQ:ARNA) and VIVUS, Inc. (NASDAQ:VVUS) to find your answer. Both ARNA and VVUS shares fell - precipitously - after each of those companies came up with similar (though better, technically) news. The downside for OREX shares is, not only are they apt to struggle for the same dynamic/technical reason VIVUS and Arena shares did, but the market has had a chance to see a major fundamental reason that Orexigen could be in trouble.
- [By Keith Speights]
Belviq only launched in the U.S. on June 11, so there isn't a lot of sales data available yet. IMS Health reported that 1,087 prescriptions for Belviq were written the week ended June 14. That number jumped 68% to 1,829 the next week.�These initial results look good when compared to the first couple of weeks for rival drug Qsymia, made by VIVUS (NASDAQ: VVUS ) . However, such high expectations have been raised for Belviq that many investors don't think the results are good enough.
Hot Companies To Invest In 2014: Qiagen N.V.(QGEN)
QIAGEN N.V., through its subsidiaries, provides sample and assay technologies worldwide. It offers approximately 500 core consumable products, such as sample and assay kits, and automated instrumentation systems that empower customers to transform raw biological samples into molecular information. The company?s consumable products are used for plasmid deoxyribonucleic acid (DNA) purification, and ribonucleic acid purification and stabilization; genomic and viral nucleic acid purification; nucleic acid transfection; polymerase chain reaction (PCR) amplification; reverse transcription; DNA cleanup after PCR and sequencing; and DNA cloning and protein purification. The company sells the digene HC2 HPV Test, a signal-amplified test for high-risk strains of the human papillomavirus. It also offers co-development services for companion diagnostics, technology licensing and patent sales services, and custom services, including whole genome amplification, DNA sequencing, and non- cGMP DNA production on a contract basis. The company?s instrumentation systems automate the use of sample and assay technologies into solutions for a range of laboratory needs enabling customers to perform nucleic acid sample preparation, assay setup, target detection, and other laboratory tasks. Its automated systems include QIAsymphony, a modular system; Rotor-Gene Q, a rotary real-time PCR cycler system; PyroMark, a high-resolution detection platform based upon the Pyrosequencing technology; QIAcube, a sample processing instrument; QIAxcel for nucleic acid separation in low- to high-throughput laboratories; and ESE-Quant Tube Scanners, an optical measurement device. The company serves customer classes, including molecular diagnostics laboratories; applied testing customers in fields, such as forensics, veterinary diagnostics, and food safety; pharmaceutical research and development groups, and academic researchers. QIAGEN N.V. was founded in 1986 and is headquartered in Venlo, the Netherlands.
Advisors' Opinion:- [By Maria Armental var popups = dojo.query(".socialByline .popC"); popups.forEach]
Qiagen N.V (QGEN).’s test to quantify viral loads on organ transplant patients has been approved by the U.S. Food and Drug Administration under a full premarket approval. The Artus CMV RCQ MDx Kit is the only FDA-approved, polymerase chain reaction-based assay optimized for low- to mid-throughput testing of human cytomegalovirus.
Hot Companies To Invest In 2014: Lazard LTD. (LAZ)
Lazard Ltd., together with its subsidiaries, operates as a financial advisory and asset management firm. The company�s Financial Advisory segment offers various advisory services on mergers and acquisitions, and other strategic matters, as well as on restructurings, capital structure, capital raising, and other financial matters. Its Asset Management segment provides investment solutions and investment management services in equity and fixed income strategies; and alternative investments and private equity funds. The company serves corporations, governments, institutions, partnerships, and individual clients. It operates from 42 cities across 27 countries in Europe, North America, Asia, Australia, the Middle East, and Central and South Americas. Lazard Ltd. was founded in 1848 and is based in Hamilton, Bermuda.
Advisors' Opinion:- [By David Hanson and Matt Koppenheffer]
In this segment from Thursday's episode of The Motley Fool's everything-financials show,�Where the Money Is, banking analysts Matt Koppenheffer and David Hanson go through a rapid-fire round of three top headlines. The newsmakers included�KKR (NYSE: KKR ) ,�Bank of America (NYSE: BAC ) ,�Morgan Stanley (NYSE: MS ) ,�Lazard (NYSE: LAZ ) , and�Evercore (NYSE: EVR ) .
- [By MONEYMORNING]
Through his Trian Partners fund, Nelson Peltz also owns large stakes in Pepsico Inc. (NYSE: PEP), Family Dollar Stores Inc. (NYSE: FDO), Du Pont E I De Nemours & Co. (NYSE: DD), and Lazard Ltd. (NYSE: LAZ).
Hot Companies To Invest In 2014: Merck & Company Inc.(MRK)
Merck & Co., Inc. provides various health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. The company?s Pharmaceutical segment provides human health pharmaceutical products, such as therapeutic and preventive agents for the treatment of human disorders in the areas of bone, respiratory, immunology, dermatology, cardiovascular, diabetes and obesity, infectious diseases, neurosciences and ophthalmology, oncology, vaccines, and women's health and endocrine. This segment also offers human health vaccines, such as preventive pediatric, adolescent, and adult vaccines. Its Animal Health segment discovers, develops, manufactures, and markets animal health products. This segment offers antibiotics, anti-inflammatory products, vaccines, products for the treatment of fertility disorders, and parasiticides for cattle, swine, horses, poultry, dogs, cats, salmons, and fish. The Consumer Care segment develops, manufac tures, and markets over-the-counter, foot care, and sun care products. Its over-the-counter product line includes non-drowsy antihistamines; treatment for occasional constipation; decongestant-free cold/flu medicine for people with high blood pressure; nasal decongestant spray; and treatment for frequent heartburn. This segment?s foot care products comprise topical antifungal, and foot and sneaker odor/wetness products; and sun care products include sun care lotions, sprays and dry oils; and sunburn relief products. The company serves drug wholesalers and retailers, hospitals, government agencies, physicians, physician distributors, veterinarians, animal producers, and managed health care providers, as well as food chain and mass merchandiser outlets in the United States and Canada. Merck & Co., Inc. was founded in 1891 and is headquartered in Whitehouse Station, New Jersey.
Advisors' Opinion:- [By Jake L'Ecuyer]
Equities Trading UP
Endocyte (NASDAQ: ECYT) shares shot up 121.31 percent to $32.40 after Merck & Co (NYSE: MRK) and Endocyte announced the European CHMP positive opinions for VYNFINIT and the companion agents FOLCEPRI and NEOCEPRI. - [By Brian Orelli]
Vascepa still has an uphill battle, though. The patients in the outcomes trial are taking a statin such as Pfizer's Lipitor, Merck's (NYSE: MRK ) Zocor, or AstraZeneca's Crestor, which do a pretty good job of lowering heart complications on their own. It can be hard to measure a further decrease when you add a drug to the mix. That's what happened to Merck's Cordaptive, which increased good HDL cholesterol, reduced bad LDL cholesterol, and lowered lipid levels, but failed to show an effect in an outcomes trial.
Hot Companies To Invest In 2014: Honda Motor Company Ltd. (HMC)
Honda Motor Co., Ltd., together with its subsidiaries, engages in the development, manufacture, and distribution of motorcycles, automobiles, and power products primarily in North America, Europe, and Asia. Its motorcycle line consists of business and commuter models, as well as sports models, including trial and moto-cross racing; all?terrain vehicles; personal watercrafts; and multi utility vehicles. The company also produces various automobile products, including passenger cars, minivans, multi-wagons, sport utility vehicles, and mini cars; and power products comprising tillers, portable generators, general-purpose engines, grass cutters, outboard marine engines, water pumps, snow throwers, power carriers, power sprayers, lawn mowers and lawn tractors, home-use cogeneration units, and thin film solar cells for home, public, and industrial uses. In addition, it sells spare parts and provides after sales services are through retail dealers, as well as offers retail lendin g and leasing to customers, and wholesale financing to dealers. The company was founded in 1946 and is based in Tokyo, Japan.
Advisors' Opinion:- [By Daniel Miller]
Winner, winner!
The industry grew 8% in May led by Nissan, Ford, and Chrysler which gained 25%, 14%, and 11%, respectively. Those trailing industry growth were Honda (NYSE: HMC ) and Volkswagen at 5% and 4%, respectively. Even further behind were Toyota (NYSE: TM ) and General Motors, reporting 3% gains.� - [By Paul Ausick]
Honda Motor Co. Ltd. (NYSE: HMC) placed seven models on the Top Pick+ list and two more on the Top Pick list, including two Acura models.
Toyota Motor Corp. (NYSE: TM) placed four vehicles on the two lists, including its Camry on the Top Pick list. The Camry had failed the new crash test earlier this year, along with the company�� RAV4 and the Prius V models leading to the car�� being dropped from the lists. Getting the Camry back on the list was a big deal for Toyota. None of Toyota�� Lexus cars made either IIHS list. The Scion tC made the Top Pick list
- [By James Brumley]
What a difference two years can make. Since then, Apple has been forging partnerships with BMW, Mercedes-Benz, General Motors (GM), and Honda Motor Co. (HMC). In some of this year’s models, for instance, Honda will be building in the technology that allows a driver to use the Apple’s iOS “Siri” assistant to retrieve e-mails, weather reports, and of course, driving directions.
Hot Companies To Invest In 2014: First Majestic Silver Corp.(AG)
First Majestic Silver Corp. engages in the production, development, exploration, and acquisition of mineral properties with a focus on silver in Mexico. The company owns interests in La Encantada Silver Mine comprising 4,076 hectares of mining rights and 1,343 hectares of surface land located in Coahuila; La Parrilla Silver Mine consisting of mining concessions covering an area of 69,867 hectares; and San Martin Silver Mine comprising approximately 7,841 hectares of mineral rights and approximately 1,300 hectares of surface land rights located in Jalisco. It also holds interests in Del Toro Silver Mine consisting of 393 contiguous hectares of mining claims and an additional 129 hectares of surface rights located in Zacatecas; Real de Catorce Silver Project comprising 22 mining concessions covering 6,327 hectares located in San Luis Potosi state; and Jalisco Group of Properties consisting of mining claims totalling 5,240 hectares located in Jalisco. The company was founded in 1979 and is headquartered in Vancouver, Canada.
Advisors' Opinion:- [By Laura Brodbeck]
Tuesday
Earnings Expected: Fossil Group (NASDAQ: FOSL), CST Brands (NYSE: CST), First Majestic Silver (NYSE: AG) Economic Releases Expected: US retail sales, US redbook, German ZEW economic sentiment, Chinese retail sales, Chinese industrial productionWednesday
- [By Zacks]
Originally posted here...
Most Popular Earnings Expectations For The Week Of July 14: Big Banks, Tech Giants And More GT Advanced Technologies Down Sharply On iPhone Production Concerns UPDATE: Barclays Upgrades Apple, Has High Expectations For Near Term Perrigo Rumored To Be On Block; 'Market Source' Sees 25% Premium 9 IPOs To Watch For This Week - [By Lisa Levin] Related AG Morning Market Losers First Majestic Silver (AG) in Focus: Stock Rises 5.9% - Tale of the Tape Related ARCI Top 4 Stocks In The Electronics Stores Industry With The Highest ROE Morning Market Movers
The Dow jumped 0.77% to 17,074.40, while the NASDAQ composite index rose 0.47% to 4,436.25. The broader Standard & Poor's 500 index gained 0.53% to 1,978.08.
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