Kos Pharmaceuticals – Heading Back Up Again?
Kos Pharmaceuticals (KOSP) [ GI Quote, News ] recently caught our eye on the Intrinsic Value Screen as it had been falling for some time. It now seems to be in the process of reversing its trend. A...
View ArticleKOS Pharmaceuticals – Big Drop May Be Overdone?
KOSP [Quote, News] earnings came out today with a 51% drop in 4Q profits. The price plummetted over 16%. The majority of the drop was due to a one-time charge, but the earnings still came in lower than...
View ArticleThe One That Got Away
We had been watching KOS Pharmaceuticals earlier in the year in February as the price dropped to around $42. Unfortunately we should have been paying attention to it because in September 29th there was...
View ArticleBHP Billiton – China Uranium Play?
BHP Billiton has been showing on the Intrinsic Value Screen for quite a few months now. The world’s largest mining conglomerate was formed by the 2001 merger of Australia’s Broken Hill Proprietary...
View ArticleWebex Bought by Cisco
We added Webex Communications (WEBX, Quote, News) to the now-discontinued GI portfolio on 05/12/2005 at $22.87. Some background to the actual purchase can be found here. Today, Webex was bought out by...
View ArticleAdams Golf (ADGF) Set for More Loft?
Adams Golf, a small manufacturer of golf clubs based in Plano, TX, has been regular on the Graham screen for a few months. The stock is just under $3, having fallen from a high of just over $10 in...
View ArticleSanofi-Aventis – Longer Term Recovery?
Come Wednesday, February 10, French drugmaker Sanofi-Aventis (ADR: SNY), maker of blockbuster bloodthinner Plavix will announce Fourth Quarter results for 2009. We came across SNY in a “January Effect”...
View ArticleAdams Golf (ADGF) Comes Good With Record Earnings
When we looked at Adams Golf back in August 2009, we concluded that Adams had a catalyst to get back to the $6 range, and a book value just north of $7. Fast-forward to May 2011, and Adams have...
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