In Search For Profits

Saturday, January 31, 2004


Nice collection of links

Selected links from an old Forbes magazine.

Ivolatility - volatility measures and comparisons
CEOExpress - list of news sources
BioSpace - biotech news
About.com Biotech - biotech info
FairMark - tax guide for investors
Bussiness.gov - small business development
CANSLIM - CANSLIM discussion group
Value Investors Club - selected club of value investing (2-mo old for guests)
ERaider - quality investing forum





Sunday, January 25, 2004


Bill Gross makes 2 recommendations:

1) Invest in reflatables.
2) Invest in securities that borrow at 1% instead of lending at 1%.

That means:

1) Commodities and tangible assets
2) Foreign currencies
3) Real estate
4) TIPS
5) Global bonds and equities denominated in non-dollar currencies

Click here to see a further explanation.





Bearish guru recommends gold laggards

I heard through the grave pine that Mr. Martin Weiss would be recommending Goldcorp Inc (GG, $13.62 on 1/25/2004) below $13.55 and Cambior Inc (CBJ, $2.79 on 1/25/2004) below $2.61. Since I am not a Safe Money subscriber, I cannot confirm these allegations though.

I would also take a look at Metallica Resources Inc (MRB, $1.60 on 1/25/2004) and Gold Fields Limited (GFI, $13.45 on 1/25/2004).

GG $13.62 on 1/25/2004
CBJ $2.79 on 1/25/2004
MRB $1.60 on 1/25/2004
GFI $13.45 on 1/25/2004








Mega list of silver stocks:

Yahoo list of silver stocks





Pill promises to reduce artery swelling

AtheroGenics Inc (AGIX, $20.60 on 1/25/2004) - Atherogenics has just initiated the Phase III of FDA trials for its pill that treats swelling resulting from inflamation of arteries. That is a problem that Pfizer's Lipitor and Merck's Zocor cannot prevent.

Atherogenics began a 4 thousand patient trial of its AGI-1067 that will cost $40 million and as featured in Forbes' "Cardiovascular Drugs To Watch", it is the the first pill aimed at reducing cardiac inflammation.

Two years from now this could be a blockbuster drug. Morgan Stanley biotech analyst Steve Harr guesses that sales could readily surpass $1 billion.

The stock is 185% up from a year ago and could still become an acquisition target at a healthy premium. Big pharma is falling behind and they need new drug discoveries (a lot of their patents are expiring in 2008).

AGIX $20.60 on 1/25/2004






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