Date updated:11-14-2008
The goal of this portfolio is not necessarily to find the best stocks for the next century but the ones that can either snapback this week because of an irrational selloff last week, or they have some other potential catalyst that can create explosive potential during the coming week

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ENZN
Enzon Pharmaceuti - $8.98
- +2.39%
- $8.69
Enzon Pharmaceuticals (ENZN): A bio-tech company, which has fallen from a high of $10 per share, to a current share-price of $5 per share. There are two activist investors in the company: Carl Icahn and DellaCamera Capital, both of who are pushing the company to sell parts of Enzon. In fact, in a recent letter to management, DellaCamera said “At the Company’s recent stock price of $6.42 per share, Enzon’s equity market capitalization is approximately $290 million. As you may recall, we have previously calculated Enzon’s remaining 75% stake in its PEG-Intron royalty stream to be worth $300 million alone! In addition, the Company had over $190 million of cash and marketable securities as of June 30, 2008 which Enzon could easily tap to implement a share repurchase program, particularly in light of the Company’s undervaluation. Indeed, every share that is bought at a discount to intrinsic value makes every remaining share worth more; at current prices, Enzon could repurchase more than half of its outstanding shares with just this existing cash!”—Since writing this letter in October 6th, shares of Enzon have fallen an additional 25% An additional positive going forward is that Enzon’s Oncaspar-IV cancer druge has received orphan drug status in the EU. Enzon said “Oncaspar-IV is a treatment for acute lymphoblastic leukemia, the most common type of cancer in children. The Commission of the European Communities awarded the drug orphan medicinal product status, which will block rival versions of the drug from the market for 10 years if regulators approve Oncaspar-IV for sale. Oncaspar is designed to kill cancer cells by starving them of an essential amino acid”—while this is not a game changer, there have been rumors that the company might sell this off to a larger European based drug marker. Important takeaway: 1) shares of Enzon are extremely beaten down; despite any real change in Enzon’s business, sales and revenue 2) Activist investors who have large financial stakes in Enzon are pushing the company to break themselves up

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FWLT
Foster Wheeler Ag - $31.26
- -0.76%
- $31.03
No Analysis added

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FST
Forest Oil Cp (ne - $20.30
- -1.41%
- $20.35
No Analysis added

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PQ
Petroquest Energy - $6.05
- -0.82%
- $6.01
No Analysis added

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MT
Arcelor Mittal Ne - $35.09
- -1.40%
- $34.69
No Analysis added

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CCI
Crown Castle Intl - $33.53
- +1.98%
- $32.65
No Analysis added

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XTO
Xto Energy Inc - $43.25
- +0.16%
- $42.58
No Analysis added

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HNZ
Heinz H J Co - $41.00
- +0.15%
- $40.69
Big yeild
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A. Type II Diabetes in obese patients is
wrecking our health care system.
Overall, more than $1 in every $10 spent
on health care in the United States goes
toward treating Diabetes. Blood glucose
test strips alone can cost about a
dollar each and if you're testing
several times a day every day, the costs
can add up pretty quickly. XOMA has the
first drug "XOMA 052" in the last 10yrs
which will significantly impact this
industry and you would no longer require
daily insulin injections or insulin at
all, for that matter. This would save
the government billions, search on that
one and you'll make a fortune. The
government cannot continue to pay these
kinds of rising diabetes costs, when
there is an alternative which is so safe
and so effective which just became
patented in Europe.
A. The only one I own : SLX,
too hard pick a winner out all of them
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Analyst Downgrades for Nov. 2, 2009. Read more here. more













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