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Upcoming fire sale by the Fed. This is the contrarian jackpot ladies
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Stocks | Upcoming fire sale by the Fed. This is the contrarian jackpot ladies and gentlemen. Take a look at the chart for Friday March 19 2010 (60m trade before close). I think this is the way the fed may unload shares piece by piece although on a larger scale since 60 million shares per day would take over 120 trading days. And if ONE batch dropped the price by 1.6% what would happen when the Fed puts out the for sale sign.  A nightmare of epic proportions at first glance. Since this is evident to a 3rd grader why would anyone risk money in this stock? Taking into account the general uncertainty as well as the overwhelming negative sentiment and bad press around this bank and you have yourself the perfect ingredients for a cunning options play. Yes I agree that the balance sheet of Citi is the stuff of accountants' nightmares and yes we have a bank being run by uncle Sam who's management skills especially when put to work in the private sector leave much to be desired. This is plainly obvious - the bank is in bad shape. In fact I HATE this bank in its current iteration. It's like a Wall St.  zombie that's neither dead nor alive.  HOWEVER everybody and I mean everybody hates this stock. One word SENTIMENT. Fear is priced in if you wait for the Fed to act and the situation to become clearer you will have missed the easy money. Citi is underowned by the institutions who have various covenants in their charters preventing them from owning any stock that's worth less than a certain value per share or are just plain cautious. Considering the fact that this bank was majority instituionally owned (~65%) before the meltdown. These same institutions WILL devour the Fed's share offering and not only that they will ask for more down the road. The only major bank left that has global diversification and reach being given free money courtesy of the current monetary stimulus which will continue to a lesser degree into the near and mid term. And we have what amounts to a complete detoxification and surplus profits to boot. I wouldn't even be surprised if the Fed cuts backroom deals with some of these big players and avoids the market entirely for a portion of its stake. Then the mania will start and happy days will be here again until the next meltdown. I will cut this short - it will be at  11-15 dollars in under 2 years. Collect any risk or semi-risk capital you have and go for the options. All
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Chuck Carnevale submits:NII Holdings, Inc, (NIHD) formerly known as N
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Stocks | Chuck Carnevale submits:
NII Holdings Inc (NIHD) formerly known as Nextel International has been on a tear.
Fig. 1. (NIHD) 1yr Price Line (Click to enlarge)
Fig. 1. (<a href='http://seekingalpha.com/symbol/nihd' title='More opinion and analysis of NIHD'>NIHD</a>) 1yr Price Line
Fig. 2. (NIHD) 1yr Price Performance
Fig. 2. (<a href='http://seekingalpha.com/symbol/nihd' title='More opinion and analysis of NIHD'>NIHD</a>) 1yr Price Performance
Fig. 3. (NIHD) EPS Growth correlated to Price
Fig. 3. (<a href='http://seekingalpha.com/symbol/nihd' title='More opinion and analysis of NIHD'>NIHD</a>) EPS Growth correlated to Price
Fig. 4. (NIHD) Price Performance
Fig. 4. (<a href='http://seekingalpha.com/symbol/nihd' title='More opinion and analysis of NIHD'>NIHD</a>) Price Performance
Thesis for Growth
Fig. 5. (TEF) EPS Growth correlated to Price
Fig. 5. (<a href='http://seekingalpha.com/symbol/tef' title='More opinion and analysis of TEF'>TEF</a>) EPS Growth correlated to Price
Fig. 6. (TEF) Price performance
Fig. 6. (<a href='http://seekingalpha.com/symbol/tef' title='More opinion and analysis of TEF'>TEF</a>) Price performance
Fig. 7. (AMX) EPS Growth correlated to Price
Fig. 7. (<a href='http://seekingalpha.com/symbol/amx' title='More opinion and analysis of AMX'>AMX</a>) EPS Growth correlated to Price
Fig. 8. (AMX) Price Performance
Fig. 8. (<a href='http://seekingalpha.com/symbol/amx' title='More opinion and analysis of AMX'>AMX</a>) Price Performance
Conclusion
The Latin America wireless telecommunication market represents an intriguing opportunity for growth-oriented investors. They are not planting any telephone poles and communication is essential to their future growth. We believe the current valuations on all the major players covered in this article are attractive.
The ADR’s of America Movil and Telefonica SA offer appeal to those comfortable with foreign investing. The dividend records of these ADR’s may offer additional appeal. A moderately high yield with consistent record of growth for Telefonica (See Figure 5) and a potential for special dividends from America Movil (See Figure 7).

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Research Recap submits: The credit ramifications of how GE (NYSE:GE)
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Stocks | Research Recap submits:

The credit ramifications of how GE (NYSE:GE) uses its proceeds from the sale of its stake in NBC Universal and what Comcast (NYSE: CMCSA) decides to do with its new business—will become clearer only in the coming years not in the short term. At its starting point however the deal appears to offer both companies long-term credit opportunities Moody’s says in a Special Comment.

“Comcast’s cable system business already stands to generate roughly $25 billion-$30 billion in free cash flow over the next 7-8 years without NBCU. Without the NBCU stake this free cash flow might otherwise have gone into moves that would not meaningfully support Comcast’s (CMCSA) credit quality such as buying back significantly more stock or paying higher dividends to shareholders.


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Chris Krasowski submits: The 52 week high list looks like a who's who
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Stocks | Chris Krasowski submits:

The 52 week high list looks like a who's who of dynamic companies with the list being dominated by some of the best and brightest in Technology. The Nasdaq has outperformed its peers on a year to date basis and as several analysts predicted it is the tech sector that is leading the rally.

The prudent thing for the market to do and investors to do would be to take a breather after such a scorching rally of late however as market participants are keen to know markets stay irrational for longer than expected.


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Saj Karsan submits:We often get asked if we see value in some banks a
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Stocks | Saj Karsan submits:
We often get asked if we see value in some banks at these price levels. Some value investors purport to be able to value banks. Some may actually be able to while others may only think they are able to. For the average retail investor however it is just too difficult to determine the intrinsic values of these "black boxes" for several reasons.
Though many banks have been offering high dividend yields of late it's extremely important to understand where that dividend is coming from in order to attain reasonable assurance that it is sustainable. Buying blindly for dividend yield is not an option.

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optionMONSTER submits: By Pete NajarianJuniper Networks (JNPR) is a l
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Stocks | optionMONSTER submits:

By Pete Najarian

JNPR ChartJuniper Networks (JNPR) is a leader in high-performance networking but is usually caught in the wake of industry giant Cisco (CSCO). Tuesday however JNPR was lighting up our screens early with upside options activity.


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On 7/8/09 , in the first of four steps leading to an anticipated
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Stocks |
 
 
 
 
 
 
 
Quantum's approach to cancer immunotherapy involves sensitizing the dendritic cells from a patient's own blood to recognize and direct the body's immune system to attack breast cancer sites in a targeted effort to eradicate or stabilize the disease. This approach does not involve breast surgery (e.g. complete or partial removal of breast tissue) chemotherapy or radiation – with the goal of eliciting a targeted immune response directed at cancer cells which may prove to be more effective and safer (i.e. a few days of temporary flu-like symptoms following treatment as the immune system attacks the cancer cells) than existing treatments.
 
Dendreon follows a similar approach for prostate cancer and has a market cap of about $2.7 billion as it prepares to become a commercial-stage company with the possible 2010 launch of Provenge (sipuleucel-T) following positive Phase 3 results announced earlier this year which demonstrated an acceptable safety profile and survival benefit beyond chemo that is expected to result in FDA approval for the treatment of metastatic androgen-independent prostate cancer. Provenge is derived from a patient’s own immune system (dendritic cells hence the name Dendreon) and is poised (upon FDA approval) to become the first of a new class of therapeutics called active cellular immunotherapies (ACI) which are sometimes referred to as cancer vaccines (even though treatments such as Provenge are not designed to prevent the disease like Gardasil or Cervarix which are designed to prevent HPV infection that is associated with cervical cancer).
 
The dendritic cells are extracted from patients by a process called leukapheresis (a blood collection process which isolates white blood cells) and then attached to an antigen (a molecule or substance which elicits a reaction by the immune system) known as prostatic acid phosphatase (PAP) which is specific to prostate cancer cells and is not found elsewhere in the body. Dendritic cells are the primary antigen presenting cells (APCs) for the immune system which activate a T cell response against a given antigen. The patient's APCs are then transported to the Company’s manufacturing facility where they are co-cultured with a recombinant fusion protein containing PAP. The activated antigen-loaded APCs (which is Provenge) is then delivered to the physician's office for infusion into the patient with the goal of stimulating a T cell response targeted toward prostate cancer cells. The process is performed three times over the course of a four-week period upon which treatment is completed.
 
The FDA-authorized Phase I/II clinical trial for QI is described in full detail at the ClinicalTrials.gov website with the official title posted as “Phase I/II Vaccine Study With Autologous Dendritic Cells Loaded With Oncofetal Antigen/iLRP (immature laminin receptor protein) in Patients With Metastatic Breast Cancer.” The University of South Alabama serves as a collaborator while the trial is sponsored by QI with a ClinicalTrials.gov identifier of NCT00879489. The Phase I/II clinical trial is structured as an open label single-arm interventional treatment study designed to assess both efficacy and safety in a single combined trial. Combining Phase I/II into a single study saves about six months and $1 million from the clinical development process for Mentor/QI and reflects optimism toward the prospects for the Company’s experimental cancer immunotherapeutic.
 
The <font> study will be accomplished </font> by collecting dendritic cells (APCs) from the each patient’s blood using a machine to which the patient is connected through two small cannula placed into arm. The APCs will be manipulated in the lab with human recombinant oncofetal antigen (OFA/iLRP) and then injected into the skin of patients (intradermal administration). There will be a series of three monthly skin injections administered at four-week intervals. The Company hopes to induce a safe targeted anti-cancer response by this method and the outcome measures for the study will include toxicity/safety response survival immunological monitoring and time to disease progression. The OFA/iLRP patents are the by-product of 20 years and $30 million of research at The University of South Alabama Medical & Science Foundation and were primarily funded by the National Institute of Health’s (NIH) National Cancer Institute (NCI).
 
The study utilizes an antigen that is found only on cancer cells and is not detected on normal tissue. The molecule is known as oncofetal antigen or OFA because it is only found on cancer cells and early-stage fetal cells/embryos in the womb. Because OFA is unique to cancer the Company believes OFA could be used to train the patients' own immune system to mount a targeted attack of cancer cells which express this antigen. Although OFA has been found in large concentrations on all cancer types it was found to be especially abundant in breast cancers. A study published in a medical journal ( Blood . 2003;102:4416-4423) stated that it has been documented in previous rodent and human studies that OFA-iLRP is an immunogenic protein that can specifically activate both T and B lymphocytes making it an ideal antigen for immunotherapeutic strategies directed against all types of human cancer.
 
 
 
 
This mode of action is distinct from chemotherapy which kills not only tumor cells but also affects normal cells such as those which divide rapidly (e.g. hair GI tract etc.). This approach is also different from immune-therapies that generically stimulate the immune system (e.g. cytokines such as Interleukin-2 or IL-2) or specifically target the tumor via an anti-tumor antibody (Herceptin- trastuzumab). Because the product requires the development of an immune response after administration there is some delay in the potential effect of the product with the generation of each patient’s immune response and a clinical effect of that may take several weeks to develop and is typically characterized by transient flu-like symptoms rather than the harsh side effects of radiation and/or chemotherapy.
 
On 7/15/09 Mentor Capital announced that QI met a significant milestone which marked the beginning of its Phase I/II breast cancer trial upon the completion of the first clinical treatment injection. The Phase I/II clinical trial is testing the safety and efficacy of QI’s immunotherapy on 27 Stage IV breast cancer patients who have failed conventional therapy and the Company expects to provide updates on the study as it progresses. Mentor Capital’s CEO Chet Billingsley stated that “The successful initiation of concurrent Phase I/II trials represents an important step in the value equation for QI. Comparing the cost to acquire 20% of other dendritic immunotherapy companies like Dendreon with Mentor Capital which holds 20% of QI will reveal attractive buying opportunities for biotechnology investors now that QI is at the clinical stage.”
 
With expected updates and news flow from the ongoing Phase I/II clinical trial Mentor Capital offers investors an under-the-radar opportunity for a promising new cancer immunotherapy approach which could apply to all types of cancer since OFA is only expressed on cancer cells and in early-stage fetal/embryonic development. At the current private placement price for the QI shares Mentor Capital’s 20% stake in QI increases the assets of the Company by $3.74/share which is more than 2X the current stock price of $1.80/share. The prospects for this study and Mentor Capital are excellent since QI was given the okay for a combined Phase I/II trial the study targets a cancer-specific marker (OFA/iLRP) the patents represent the by-product of two decades + $30 million of research that was primarily funded by NIH/NCI and the previously announced positive Phase 3 results + potential 2010 launch of Provenge by Dendreon heightens investor awareness of the entire cancer immunotherapy space.
 
 
1.) BMR : What is your outlook for the Mentor Capital Cancer Immunotherapy (CI) Index?
 
 
2.) BMR : What is the estimated timeline for clinical data catalysts from the ongoing Phase I/II trial?
 
 
 
 
 
Disclosure: Long MNTR.PK
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