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Jordo Bivona

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  • Is Facebook Finally A Buy?

    By Jordo Bivona - March 10, 2013 | Tickers: FB, MSFT, ZNGA

    Year-to-date, Facebook (NASDAQ: FB) has gained just 2.37% and is still trading way below its original IPO share price of $38. The race is on to shift from desktop technology to mobile technology. The largest issue facing Facebook is how will it leverage and monetize its massive user database.

    Mobile platform shift

    The fact is that shifting to mobile platforms has been the largest trend in the entire sector more »

  • Is This Natural Gas Player Running on Fumes?

    By Jordo Bivona - March 9, 2013 | Tickers: COG, SWN, WPX

    Despite strong production growth in 2012 which resulted in better cash flows, weakness in the natural gas market took its toll on Cabot Oil & Gas (NYSE: COG). In this article, I will examine Cabot's latest financials to see if the stock can present any opportunities for investors.

    Financials

    Cabot recently reported its financial results for the fourth quarter and full-year ended Dec. 31, 2012. Equivalent production of 267.7 more »

  • You Can Still Win in the Energy Sector...Here's How

    By Jordo Bivona - March 9, 2013 | Tickers: CHK, DVN, HES

    Devon Energy's (NYSE: DVN) results for the fourth quarter show the effect of both lower price realization for its major products, and impairment charges caused by the depressed state of the natural gas market. Below, I will examine these results and explain why Devon continues to be a strong investment choice for those looking at the oil and gas sector.

    Financials

    Devon reported a net loss of $357 million more »

  • Buy This Oil & Gas Stock Now And Ride It Higher By 2014

    By Jordo Bivona - March 8, 2013 | Tickers: CLR, KOG, PSX

    Kodiak Oil & Gas (NYSE: KOG) has shown excellent growth in production and revenue, though growth in earnings has not been commensurate. I will examine Kodiak as an investment in the context of the company's recently announced preliminary operational data. 

    Preliminary operational data for fiscal 2012

    Kodiak operates primarily in the Williston Basin of North Dakota. The company has announced preliminary unaudited operational data for the fiscal year ended Dec more »

  • Will These 5 REITs Maintain Their High Dividends?

    By Jordo Bivona - March 7, 2013 | Tickers: AGNC, NLY, ARR, CIM, CYS

    As much of the Fed's quantitative easing strategy, or QE3, has involved placing large amounts of capital into agency mortgage backed securities, what will happen to REITs when this round of quantitative easing ends? In this article, I will discuss why REITs, and particularly Annaly Capital (NYSE: NLY), will still produce strong dividend yields in both the short and the long run.

    While it is likely that most of more »

  • One mREIT to Put on Your Buy List This Week

    By Jordo Bivona - March 6, 2013 | Tickers: ARR, O, TWO

    Armour Residential (NYSE: ARR) recently announced its preliminary estimated results for the fourth quarter and the year 2012 as well as a new preferred stock offering. In this article, I will discuss Armour Residential as an investment in relation to the estimated fourth quarter results and latest stock offering.

    Preliminary Estimated Results

    Armour Residential announced the preliminary estimated results and select financial data for the fourth quarter. The company estimates more »

  • Will Banks Be Increasing Dividends in the Near Future?

    By Jordo Bivona - March 6, 2013 | Tickers: BAC, C, JPM, USB, WFC

    Many bank stocks have recently filed capital plans with their regulators seeking increased shareholder payouts. In this article, I will discuss why some bank stocks such as Wells Fargo (NYSE: WFC) should be held, given the potential for increased dividends and dividend yields in both the short- and long-term.

    Should the capital plans be approved, a significant dividend increase could be seen at several banking institutions. This has a similar more »

  • The World's Largest Iron-Ore Producer Goes On A Shopping Spree

    By Jordo Bivona - March 6, 2013 | Tickers: BHP, VALE, RIO

    With nearly 24% market share, Vale (NYSE: VALE) is the largest producer of iron-ore in the world. It is also considered to be the second largest producer of nickel in the world.

    Vale reported a 1% decline in its total iron ore production to 320 million tonnes in 2012, compared to its output in 2011. Rio Tinto (NYSE: RIO) reported a 4% increase in its total iron ore output to more »

  • Should You Keep This Energy Stock?

    By Jordo Bivona - February 27, 2013 | Tickers: APA, CEO, EOG, SGTPY.PK

    Apache (NYSE: APA), the fourth-largest independent producer based in the United States, reported results which did not meet expectations. The stock fell by nearly 5% on the earnings release date. The main reasons for the relatively weak quarter were lower price realizations coupled with an increase in labor costs. The average price received for oil fell by almost 4%, while NGL realizations fell by a steep 26%. In this article more »

  • Natural Gas Prices Holding This Player Back

    By Jordo Bivona - February 26, 2013 | Tickers: APC, CEO, EOG

    EOG Resources (NYSE: EOG) has just announced its results for the fourth quarter and full year 2012 as well as an update on its operations. The four quarterly results announcements give us the only opportunities to examine a company in the context of its most recent numbers.  It also provides an opportunity to evaluate the company's liquids production growth as well as its impressive collection of drilling opportunities. In more »

  • Corporate Governance Issues a Heavy Burden for SandRidge

    By Jordo Bivona - February 25, 2013 | Tickers: CHK, CVX, SD

    SandRidge Energy (NYSE: SD) and Chesapeake (NYSE: CHK) are two companies that have been in the thick of controversy over corporate governance, and the similarities between the controversies may be explained by the fact that Tom Ward, the CEO of SandRidge co-founded Chesapeake before he founded SandRidge. Chesapeake's controversial CEO Aubrey McClendon announced his departure recently, and the spotlight is now on Tom Ward. This article examines the latest more »

  • 5 Big Pharma Stocks With Healthy Dividends

    By Jordo Bivona - February 23, 2013 | Tickers: ABT, LLY, GSK, MRK, PFE

    Over the years, some of the best performing stocks have boasted long histories of paying healthy dividends to their shareholders. One industry where this can certainly hold true is in big pharma. In this article, I will discuss three big pharmaceutical stocks that continue to offer steady dividends, along with the potential for share growth over the short and long-term horizon.

    Merck (NYSE: MRK) offers a number of different healthcare more »

  • Emerging Markets Are A Major Growth Catalyst For This Big Pharma

    By Jordo Bivona - February 22, 2013 | Tickers: ABT, GSK, PFE

    Emerging pharmaceutical markets including China, India, and Russia should help Pfizer (NYSE: PFE) offset declining profits in the United States. Continued investment in branded generics (drug treatments sold by brand-name companies under generic names) and specifically targeting common diseases and conditions by region will certainly help Pfizer reach its earnings estimates (between $56.2 billion and $58.2 billion) for 2013.

    Impact of international sales

    Fourth quarter and 2012 revenues more »

  • This Stock Will Fuel Your Energy Portfolio Growth This Year

    By Jordo Bivona - February 22, 2013 | Tickers: APC, EOG, NBL, PTEN

    Noble Energy (NYSE: NBL) reported impressive results for the fourth quarter, and this gives us an opportunity to examine whether an investment in the stock should be considered. In this article, I will focus on these results and see how they match up against analysts' consensus estimates.

    Financials

    Noble reported net income for the fourth quarter of 2012 of $251 million and EPS of $1.39 per share diluted; net more »

  • SP-333 Targets Root Cause Of Irritable Bowel Syndrome

    By Jordo Bivona - February 22, 2013 | Tickers: AZN, LLY, IRWD, SLXP, SGYP

    Irritable bowel syndrome has no organic cause and treating it usually depends on reducing symptoms of chronic abdominal pain, bloating, and gastric discomfort. While there is no drug to cure the condition yet, Irritable Bowel Syndrome can be managed with a number of drugs available. Synergy Pharmaceuticals (NASDAQ: SGYP) is among one of the few companies that are actively involved in looking for the right treatment for this disorder. In more »

  • Tysabri Brings Big Upside Potential To This Biotech

    By Jordo Bivona - February 21, 2013 | Tickers: BIIB, GILD, TEVA

    Biogen Idec (NASDAQ: BIIB) recently reported its results and provided an update on its drug development pipeline. This, together with its acquisition of the full rights to Tysabri, gives us a good chance to evaluate its investment potential.

    Biogen Idec has announced results for the fourth quarter of 2012 as well as the full year. Total revenues for the full year grew 9% to $5.5 billion compared to 2011 more »

  • Energy's Most Controversial Player Still Faces Huge Challenges

    By Jordo Bivona - February 21, 2013 | Tickers: CHK, EOG, SD

    Aubrey McClendon, the founder of Chesapeake (NYSE: CHK) and it's only CEO since the company's  inception, has been accused of treating the company as his personal bank despite owning just a fraction of 1% of the outstanding shares. There have been serious issues regarding corporate governance because he has exercised a disproportionate influence on the running of the company. Below, I will examine the impact of his departure more »

  • A Pharmaceutical Growth Story You Can't Afford To Miss

    By Jordo Bivona - February 19, 2013 | Tickers: ABBV, GILD, GSK, MRK, PCYC

    Gilead Sciences (NASDAQ: GILD) is the world’s largest maker of HIV drugs, but has taken on a number of new initiatives to enter other areas of treatment. Gilead's stock rose almost 80% in 2012, the best increase in 17 years, primarily on the prospects of  its experimental hepatitis C drug, acquired in its $10.8 billion acquisition of Pharmasset. Gilead’s string of deals clearly indicates that the more »

  • Behind The Ratings: The Second Biggest U.S. Independent Oil & Gas Producer

    By Jordo Bivona - February 19, 2013 | Tickers: APC, BP, XOM, HES, STO

    Anadarko Petroleum (NYSE: APC), the second biggest U.S. independent oil and natural gas producer by market value, reported fourth quarter profits that exceeded analysts’ estimates, and output that exceeded its own forecast.

    Excluding one-time items, per-share profit was 20 cents more than the 71-cent per share average of 28 analyst estimates compiled by Bloomberg. “They’ve been surprising to the upside regularly now,” commented James Sullivan, an analyst at more »

  • A Strong Growth Opportunity In Multiple Sclerosis

    By Jordo Bivona - February 19, 2013 | Tickers: BIIB, SNY, TEVA

    Biogen Idec (NASDAQ: BIIB) has just moved to reinforce its dominance in the multiple sclerosis treatment market by striking a deal to buy the 50% rights to Tysabri that it does not own from its partner Elan. Biogen's MS drugs account for about 30% of the roughly $12 billion global MS market, and Tysabri is regarded as the most effective treatment, not to mention the least vulnerable to generic more »

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