Mohsin Saeed

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  • Acquisitions Can’t Save Falling Revenues and Dividend Yield

    By Mohsin Saeed - August 19, 2013 | Tickers: AMRN, AZN, OMTH

    AstraZeneca (NYSE: AZN) has been badly hit by the patent cliff. Its key franchises, Crestor and Seroquel, are facing generic threat after losing patent protection in multiple countries. There has been a sharp decline in sales, and management seems unable to stem the flow.

    The company has made some smart acquisitions, but none of the assets will pay off before the end of 2016. It has recently acquired Omthera (NASDAQ: OMTHmore »)

  • A Safe Investment With Growth Promise

    By Mohsin Saeed - August 6, 2013 | Tickers: AZN, PFE, TEVA

    Teva Pharmaceuticals (NYSE: TEVA) has been stuck is share purgatory for a number of years. There have been no capital gains, and the dividend yield is mediocre at best. This has forced Teva to undertake a radical overhaul of its business strategy.

    The recently-released second quarter results did not reflect the effects of this improved business strategy. Teva barely managed to meet expectations, with margins and revenues below expectations.

    However more »

  • Can Acquisitions Save The Declining Revenues?

    By Mohsin Saeed - August 6, 2013 | Tickers: AMRN, AZN, OMTH

    AstraZeneca (NYSE: AZN) is one of the worst affected companies by the patent cliff. It key franchises, Crestor and Seroquel, are facing generic threat after losing patent protection in multiple countries. Despite the best efforts of its new management, the revenues continue to decline.

    The company has made some good acquisitions, but none of the assets will pay off before the end of 2016. It has recently acquired Omthera (NASDAQ: OMTHmore »)

  • This Merger Adds Value Multiple Ways

    By Mohsin Saeed - August 5, 2013 | Tickers: ELN, PRGO, PG

    2013 is turning out to be a stellar year for Mergers and Acquisitions. There have been a number of M&A deals in healthcare and technology sectors. Technology sectors might be in the news more often, but it’s the healthcare sector which has the highest number of M&As. During the current year, there have already been 426 confirmed deals. There were 203 M&As in the first quarter more »

  • Is This Giant Still a Buy?

    By Mohsin Saeed - August 2, 2013 | Tickers: FB, GOOG, YHOO

    CPCs are declining all across the online advertisement industry as advertisers are increasingly finding it difficult to monetize handheld growth. Yahoo! (NASDAQ: YHOO) and Google (NASDAQ: GOOG) have reported a massive decline in ad pricing. Their advertisement customers are not pleased with the increasing ratio of handheld advertisements, which are less effective as compared to desktop display. Facebook (NASDAQ: FB) has emerged as an exception to the norm with consistent more »

  • Warning Signs for Long-Term Investors?

    By Mohsin Saeed - August 1, 2013 | Tickers: INTC, MSFT, NOK

    The weakness in the PC industry has finally caught up with Microsoft (NASDAQ: MSFT). The company has depreciated 10% after announcing second quarter results. The Street has reacted adversely to the massive decline in revenues from the Windows and Microsoft Office segments.

    The financial results also reveal that the company is trying to balance out the decline in PC with increased focus on cloud offerings. However, investors should also keep more »

  • Cloud Balancing Core Revenue Decline

    By Mohsin Saeed - July 26, 2013 | Tickers: INTC, MSFT, NOK

    The weakness in the PC industry has finally caught up with Microsoft (NASDAQ: MSFT). The shares have depreciated 10% since the company reported its second quarter results. The street has reacted adversely to the massive decline in revenues from Windows and Microsoft Office segment. Another major sign of concern is the increasing capital expenditure due to increased focus on Cloud. This expense can have a long lasting effecting on company more »

  • 2 Stocks to Buy on Merger Speculation

    By Mohsin Saeed - July 24, 2013 | Tickers: KERX, SLTM, VRX

    Large healthcare companies are facing revenue declines due to expiring patents. These cash rich giants are increasingly investing in small biotechnology companies with promising candidates. Solta Medical (NASDAQ: SLTM) and Keryx Pharmaceuticals (NASDAQ: KERX) are good targets for Big Pharma players looking to diversify or expand patent portfolios.

    Solta’s board is resisting an acquisition but it seems highly likely that activist shareholders will succeed. The shareholders have already rejected more »

  • More Setbacks for This Smartphone Giant

    By Mohsin Saeed - July 23, 2013 | Tickers: AAPL, MSFT, VIP

    The iPhone has ruled the smartphone industry for almost half a decade now. Apple (NASDAQ: AAPL) has exerted total dominance on the smartphone and telecom industry due to the huge popularity of the iPhone. The dominance of iPhone and its popularity was so extreme that it had become a competitive advantage for subscribers. The highly competitive and saturated U.S. telecom sector had become increasingly dependent on the iPhone to more »

  • 1 Short, 1 Buy From a Declining Industry

    By Mohsin Saeed - July 23, 2013 | Tickers: DELL, LNVGY.PK, MSFT

    The recently released Gartner data shows that the PC industry continues to decline. Windows 8 has totally failed to revive the popularity of PC/notebooks, and the market is now looking towards Intel’s energy efficient Haswell chips to revive interest in PCs.

    Lenovo is the only PC OEM which continues to prosper even in these miserable conditions. The company is leveraging its Chinese manufacturing and is offering low cost more »

  • Can This Biotech Go Even Higher?

    By Mohsin Saeed - July 18, 2013 | Tickers: CELG, ONXX

    Celgene (NASDAQ: CELG) has emerged as the leading treatment provider for blood cancer. The company value has almost doubled in the last year due to rising sales of Revlimid and approval of Pomalyst. Both drugs are amongst the leaders in this industry and have combined peak sales potential of more than $6 billion.

    According to recent news, Onyx Pharmaceuticals (NASDAQ: ONXX) is on the market and the street is speculating more »

  • This High Value Investment Is Worth The Wait

    By Mohsin Saeed - July 16, 2013 | Tickers: BBRY, GOOG, SSNLF | Editor's Choice

    The popularity of Android has become a serious problem for competing mobile platforms. The only smartphone platform showing some resemblance of competition is Apple, but then again it relies mostly on hardware capabilities. Google’s (NASDAQ: GOOG) Android now accounts for nearly 75% of all smartphone devices. In this Android dominated space, Microsoft and BlackBerry (NASDAQ: BBRY) are trying to carve out a market for their platforms. The market has more »

  • Pharmaceuticals: 1 Short, 1 Buy, 1 Strong Buy

    By Mohsin Saeed - July 16, 2013 | Tickers: AXDX, LFVN, VRTX

    Biotechnology stocks are usually valued on the potential of their pipelines, especially if there is no drug already in the market. The 'patent-cliff' has increased the investor interest in promising pipelines, improving the valuations of small biotechnology companies. The increase in FDA approvals has also positively impacted the entire healthcare sector by encouraging investors to invest more heavily in pipeline stories.

    A number of biotechnology companies have benefited from this more »

  • 1 Stock to Buy, 1 to Short

    By Mohsin Saeed - July 9, 2013 | Tickers: GRPN, MSFT, ZNGA

    The technology sector is highly unpredictable. Some of the most spectacular Wall Street success stories are from this sector. On the other hand, it also has companies which find themselves at the bottom only quarters after absolutely dominating competition. In this unpredictable space, the most volatile industry is the digital media industry.

    It is extremely difficult to value companies relying on internet advertisement revenues. This is because the potential of more »

  • Good News for This Anti-Viral Giant

    By Mohsin Saeed - July 9, 2013 | Tickers: ACHN, GILD, IDIX

    The HCV (Hepatitis C) drug market is extremely lucrative. According to estimates, the HCV drug market will exceed $20 billion by 2020. Gilead (NASDAQ: GILD) is expected to lead the market with estimated sales of around $4 billion or 20% HCV market share. A number of companies working on their own HCV treatments threaten the market leadership of Gilead. These small biopharmaceutical companies are the wild cards is this industry more »

  • Another Reason to Buy Nokia

    By Mohsin Saeed - July 8, 2013 | Tickers: NOK, SI, ERIC

    For the last couple of years, investors of Nokia (NYSE: NOK) have been on a roller coaster ride. Apple and Samsung have obliterated its market share but Nokia, to some extent, bounced back with its Lumia series. The real issue with Nokia has always been the enormous downside risk. The recent purchase of NSN gives investors some downside buffer but this comes at the cost of much needed cash.

    Nokia more »

  • Avoid This Biotech Investment, For Now

    By Mohsin Saeed - July 3, 2013 | Tickers: AMGN, BAYRY.PK, ONXX

    Mergers and acquisitions have always been a big part of the biotechnology industry, and the patent cliff has further increased M&A activity. We are only mid-way into 2013, but the biotech industry has already seen M&A of over $93.6 billion, as the generic threat and empty pipelines are forcing big-pharmaceutical players to adopt aggressive M&A strategies.

    Onyx Pharmaceuticals (NASDAQ: ONXX) has said that it has rejected more »

  • After Losing Sprint Bid, What's the Next Target?

    By Mohsin Saeed - July 2, 2013 | Tickers: DISH, S, TMUS

    Dish’s (NASDAQ: DISH) attempts to acquire Clearwire and Sprint have failed. It was outbid on both occasions by Sprint and Japanese telecom giant Softbank. The company might have given up on Sprint and Clearwire, but that doesn’t mean it has given up on its telecom ambitions. There are a lot of speculations on the company’s next acquisition target. I believe that there are strong indications Dish will more »

  • This Anti-Sense Bet Makes Sense

    By Mohsin Saeed - July 1, 2013 | Tickers: AEGR, AZN, ISIS

    In the last couple of years, the biotechnology industry has been on a roll. The large number of drug approvals and the dreaded patent cliff has positively impacted the biotechnology index. This has increased demand for small biotechnology companies with promising candidates and improved across the entire industry.

    Recently, Isis Pharmaceuticals (NASDAQ: ISIS) antisense platform has received a lot of attention. The company uses its antisense technology to eradicate proteins more »

  • Qsymia Just Won The Lotto

    By Mohsin Saeed - June 27, 2013 | Tickers: ARNA, OREX, VVUS

    After almost a decade, the FDA has once again started approving obesity drugs. Vivus’ (NASDAQ: VVUS) Qysmia and Arena’s (NASDAQ: ARNA) Belviq have received FDA approval and are already available in the market. Belviq has just received DEA clearance and is a late entrant into the market, though the drug is regarded as the safer option and is readily available from local pharmacies. Orexigen’s (NASDAQ: OREX) Contrave is more »

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