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Bapcha's Stocks.

My goal is to be the best stock analyst - with a specialization in high-tech and biotech.

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Bapcha's Stocks. | bapcha.blogspot.com Reviews
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My goal is to be the best stock analyst - with a specialization in high-tech and biotech.
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Bapcha's Stocks. | bapcha.blogspot.com Reviews

https://bapcha.blogspot.com

My goal is to be the best stock analyst - with a specialization in high-tech and biotech.

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1

Bapcha's Stocks.: July 2008

http://bapcha.blogspot.com/2008_07_01_archive.html

My goal is to be the best stock analyst - with a specialization in high-tech and biotech. Thursday, July 31, 2008. Some politician [I am supposed to know his name, but this is a stock blog and not politico.com] immediately pounced on Evil Exxon-Mobil's $11.68 Billion in profits, and deemed that they needed to be taxed to the fullest extent. So, I had to investigate. Since I am not rich [enough] yet, I want to eat the rich too - yeah tax the SOB's. But in the case of Exxon-Mobil, that would be tantamo...

2

Bapcha's Stocks.: Is it time to buy Elan ?

http://bapcha.blogspot.com/2008/08/is-it-time-to-buy-elan.html

My goal is to be the best stock analyst - with a specialization in high-tech and biotech. Sunday, August 03, 2008. Is it time to buy Elan? Then in [approximately] the year 2000, they bought Athena Neurosciences - which gave Elan the Alzheimer's program that they share with Wyeth, and Nataluzimab [Tysabri]. After a brush with bankruptcy in 2002, and by divesting a lot of their assets, Elan bet its future on Nataluzimab and their Alzheimer's program. 2 Its benefits outweigh its side effects [PML]. 6 I will...

3

Bapcha's Stocks.: Nortel Networks - a history of failure.

http://bapcha.blogspot.com/2008/08/nortel-networks-history-of-failure.html

My goal is to be the best stock analyst - with a specialization in high-tech and biotech. Monday, August 04, 2008. Nortel Networks - a history of failure. Today's [Monday, August 4, 2008] LEX column in the Financial TImes recommended that investors get their feet wet w.r.t NT. I respect the Lex authors a great deal, and their analysis is always based on thorough and excellent research, and often have insights that baffle me, and has me nodding in agreement. But this time around, I disagree. Moodys, S&P a...

4

Bapcha's Stocks.: MU needs to focus on gross margins.

http://bapcha.blogspot.com/2008/08/mu-needs-to-focus-on-gross-margins.html

My goal is to be the best stock analyst - with a specialization in high-tech and biotech. Sunday, August 03, 2008. MU needs to focus on gross margins. Steve Appleton reacted a year ago by laying off workers, but that has ZERO impact on gross margins. Even Simplot will not bail Micron out [if he were alive] - since he would probably advice Micron to plant potatoes instead of trying to compete in the semiconductor business. The bottom-line: I am at a loss for words here. While I am tempted to initiate ...

5

Bapcha's Stocks.: June 2005

http://bapcha.blogspot.com/2005_06_01_archive.html

My goal is to be the best stock analyst - with a specialization in high-tech and biotech. Sunday, June 12, 2005. Effect of the Medicare Modernization act on Healthcare and allied companies. The Healthcare Services sector can be subdivided into these sub-groups:. Software: IDX Systems Corp., Cerner Corp., Eclipsys Corp., McKesson Corp. Outsourcing: Charles River Labs Inc., Covance Inc., ICON Plc, MDS Inc. [. Connectivity: Dendrite Intl. Inc., IMS Health Inc., NDC Health Inc., WebMD Corp. Starting early 20...

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Bapcha's Stocks.

My goal is to be the best stock analyst - with a specialization in high-tech and biotech. Thursday, August 21, 2008. This site has been moved. Sorry - just one post so far this week, but I have been busy migrating this blog to http:/ www.bapcha.com. I've been working on new insights into Wells Fargo. Since I found them to have been naughty with their numbers - much before the Wall Street Journal picked up on it. Please look at my older article on Fannie, Freddie and Wells Fargo. Sorry for the trouble.

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