Long Investing Ideas from Seeking Alpha


 

Recently, Conatus Pharmaceuticals (CNAT) announced that it had completed recruitment for its trial treating patients with NASH fibrosis. In the first-quarter conference call, Conatus noted that recruitment for ENCORE-NF was slower than expected and that it would have to push results possibly to 2019.

clinical Conatus emricasan ENCORE NF NASH NASH fibrosis patient pharmaceutical recruitment trial

 

Apple (AAPL) has delivered a very strong Q3 2017 result, with growth in all its product categories. However, in spite of being one the most followed companies globally, I still feel that the stock is actually underappreciated by investors and that they are not yet grasping the full potential of Apple's Services segment.

Apple business FCF growth margin Revenue segment services stock year

 

Bristol-Myers Squibb (BMY) announced results for its combination treatment treating patients with metastatic renal cell carcinoma (kidney cancer). In the meantime, Bristol-Myers is still in good shape with respect to its Opdivo franchise.

Bristol Myers cancer Myers Squibb Opdivo results sales stock study survival trial

 

Today's stock is a bank that has very recently undergone a mutual conversion.

Today's write-up is on a (very) recent conversion to mutual status, the Heritage Nola Bancorp (OTCPK:HRGG).

balance sheet bank book capital earning MM offering shareholders small stock

 

Urban Outfitters (URBN) has just reported earnings and shares are getting rallying hard. It is worth noting that net sales increased 2.9% at the Free People brand, but fell 4.0% at the Anthropologie Group and cratered 7.9% at Urban Outfitters.

beat earnings estimates net performance Retail retailer sales shares year

 

Gilead Sciences Inc. (NASDAQ:GILD) stock lagged behind benchmark indices this year but shows signs of reversal lately. The stock's robust positive momentum should continue on the back of Gilead's revived fortune in HCV market and encouraging developments in HIV.

drug Gilead HCV HIV market product quarter Revenue stock upcoming

 

Redhill Biopharma has a seemingly awesome pipeline of promising therapies, either ready to market or in late stages of development.

Redhill Biopharma (RDHL) has accumulated a powerful pipeline of late stage therapies.

approval EnteraGam GI market marketing operation pipeline product RedHill therapies

 

The next BriefingsDirect Voice of the Customer thought leader interview examines how DreamWorks Animation is building a multipurpose, all-inclusive, and agile data center capability. How many things can I show a director, how quickly can I create the scene to get it approved so that I can hand it off to the next person, because there's two things that you get out of that.

artist budgets content data Gardner infrastructure manufacturing project things Wike

 

Applied Optoelectronics (AAOI) has high upside potential after the recent uncertainty-driven valuation dip gave this highly profitable, rapidly growing, and financially strong company a significant margin of safety. The main concerns are driven by the fact that AAOI does not enjoy a moat in its industry, and is therefore exposed to competitive pressures.

AAOI call concern earnings growth investors margin market potential Rapidly

 

Back in January we made a 25.42% gain on CNI call options. Although shares of Canadian National Railway (CNI) are up about 12% since January, there is still upside here in my view.

bullish CNI dividend grown ll management shareholder shares trade years

 

CVS (CVS) has been a bit of a disappointment for shareholders in the past couple of years. An upbeat Q2 report had the stock perking up and some important technical hurdles have been crossed, so is this the time where you can actually buy CVS?

bullish CVS growth higher margin mentioned rally Revenue stock upside

 

AbbVie is on track to submit an NDA for elagolix in endometriosis before the end of Q3. The company has made considerable progress on all fronts over the last few months - Ingrezza is off to a strong start, partner AbbVie (NYSE:ABBV) is on track to submit an NDA for elagolix in endometriosis this quarter and to report phase 3 data in uterine fibroids in late 2017 or early 2018 while Asia partner Mitsubishi Tanabe (OTCPK:MTZPY) intends to start a Phase 3 trial of Ingrezza in Japan.

AbbVie early elagolix Ingrezza Neurocrine Phase quarter results sales study

 

Facebook is a technology on the forefront of innovation in social media, with strong and increasing network effects. Facebook’s corporate strategy has significant barriers to entry signified by the fact that no other social media company comes close to the user base, nor the depth to which its users interact with its multi-faceted interface.

earnings Facebook FB growing growth multiple rate Revenue strong user

 

Depending on the penetration rate, we believe this deal is worth somewhere between $10 and $180 million over the life of the deal. So, depending on the ultimate penetration rate, the company's expectations imply that this deal is worth somewhere between $10 and $180 million over the life of the deal.

American blind investment market smart glasses ve VUZI Vuzix Wounded Warrior year

 

Recently, a real-time follower here on Seeking Alpha asked me to research and post my thoughts around a small, early stage gene therapy concern. Recently, coverage was resumed at Stifel with a $20 price target based on “great promise” showed by the company’s lead drug candidate in Parkinson’s.

candidate disease lead patient quarter Recently stage time VY years

 

Then the thesis that HD is an anti-AMZN, as it were, and that the Amazon Effect may wane, freeing HD to move to a P/E premium to the SPY.

The bull thesis in this article is two-fold for Home Depot (HD).

AMZN dividend earnings growth HD market sales SPY stock year

 

If Novartis succeeds in having a branded drug overtake generics, it may position them to reconsider their R&D strategy.

After careful consideration, I have rated Novartis (NYSE:NVS) as a buy for the long term.

data drug Entresto FDA heart failure market mentioned Novartis position stock

 

Off-price was only off-trend for a short while. The results all together affirm that off-price retail remains a winning strategy in the rapidly changing retail landscape.

continue growth home HomeGoods narrative off price quarter Retail stock TJX

 

Due to a low valuation Dick's Sporting Goods has some merit for investors willing to take on some risk.

With the opening of new stores the company could potentially increase its operating margin (due to overhead expenses being distributed over a higher store count and a higher revenue number) -- Dick's was able to lower its SG&A expenses (as a portion of sales) from 22.5% to 21.8% over the last year.

current Dick earnings flow higher investors operating quarter sales shares

 

KEMET Corporation (NYSE:KEM) is a global manufacturer of passive electronic components.

KEMET is progressively strengthening its financials.

acquisition continue customers debt future growth Kemet quarter ended stock TOKIN