Intec Pharma: Is It Time To Go Bottom Fishing?

Shares of Intec Pharma (NTEC) rose by over 50% shortly after I suggested readers pull the trigger after the secondary offering last August- from there the stock lost all signs […]

Samsung Electronics: New iPhone Still An Opportunity

Investment highlights We maintain BUY on Samsung Electronics (OTC:SSNLF) but trim our six-month-forward target price from KRW66,000 (the average of 10x 2018F EPS and 1.7x 2018F BPS) to KRW63,000 (the […]

ABM Industries: A Good Late-Cycle Buy

Introduction It’s been a long bull market, and finding value stocks has been challenging over the past couple years. In 2018, most of my energy has been spent warning investors […]

D-Day Approaches For GW Pharma

GW Pharmaceuticals (GWPH) looks set to make history one way or another by the end of this month. As my article in April detailed, the FDA (Federal Drug Administration) is […]

Evaluating KemPharm’s KP415, Part 1: What Is ADHD?

Introduction Pittman wrote an excellent article that covered the potential for KP415 entitled KemPharm: Patients Not Liking Their Drugs Is Great News. Dr. Pittman wrote: The ideal stimulant looks something […]

YY: Why Is It So Cheap?

Investment Thesis YY (NASDAQ:YY), the parent company of superstar e-sports streaming company Huya (NYSE:HUYA), is undervalued because investors are underestimating YY’s stake in Huya. HUYA data by YCharts YY data […]