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- Geron's Risk-Reward Profile - Best in Biotech?
- Jamie Moye submits: By Jamie Moye Within the next three months, certainly before the end of August, some poor soul is going to find himself in the hospital with a broken back, facing a future life as a paraplegic. With essentially no hope of a cure from...
- External links 2009-06-12
- Spain Set to Face Strong Demographic Headwinds
- Jamie Moye submits: Today we highlight the demographic landscape of Spain, a country we believe will begin to feel the strong headwinds of a downturn in consumer sending from 2012 onwards (peak births 1972 plus 40 years). The main concern over Spain is the health of its financial system...
- External links 2009-09-17
- France: Better Positioned Than Most of Europe
- Jamie Moye submits: Today we highlight the demographic landscape of France, a country which we believe is better positioned than most of its European partners to cope with any economic headwinds caused by a downturn in consumer spending, given its relatively stable population, its ability to cut taxes (French tax...
- External links 2009-09-23
- Optimistic Sentiment for Equities, Gold Gives Bearish Signal
- Jamie Moye submits: Sentiment towards equities improved over the last week and has returned to the Extreme Optimism Bearish on the Ned Davis Research's Crowd Sentiment Poll. We have been following two potential scenarios since the beginning of September: by Beacon Asset Managers
- External links 2009-09-25
- Canada: Better Demographics Than Many of Its Peers
- Jamie Moye submits: Today we highlight the demographic landscape of Canada, which looks in better shape demographically than many of its developed economic partners. The country has been battling against the strong headwinds of a downturn in consumer expenditures that started in 1999 (Peak births in 1959 plus 40 years)....
- External links 2009-09-28
- Insider Selling Continues to Increase, But Not Yet Supporting a 'Sell' Signal
- Jamie Moye submits: The levels of insider selling continue to increase, drawing the attention of the busines media and pundits who speculate on whether it heralds the imminent collapse of U.S. equity markets. The Ned Davis Research Aggregate Insider Rating chart below suggests that while levels of insider selling...
- External links 2009-09-28
- Nu Skin Still Undervalued, Even After Earnings Upgrade
- Jamie Moye submits: One of our favorite "demographic" plays (see our September 23rd Seeking Alpha article), Nu Skin Enterprises Inc. NUS climbed more than six percent and hit an new three-year high on an earnings upgrade from Stifel Nicolaus. Stifel's Mark Astrachan said in a note to...
- External links 2009-10-04
- Windows 7 Launch Should Give Microsoft a Boost
- Jamie Moye submits: Hats off to TechCruch for bringing our attention to the new potential wave of hardware buying and increasing IT spending that should be spurred by the launch of Windows 7. Although we are believers that in the long term Microsoft MSFT has become "Microstuck," we...
- External links 2009-10-06
- Rise in Consumer Confidence Affirms U.K.'s Economic Recovery
- Jamie Moye submits: U.K.consumer confidence surged nine points in September to the highest level since January 2008 and reaffirms the U.K.'s economic recovery. There have been only five other times that the index has jumped over nine points or more. In each case the market was always higher 12...
- External links 2009-10-08
- Whole Foods Market Well-Positioned for Gains as Organic Food Sales Soar
- Jamie Moye submits: U.S. organic food production has more than doubled since the late 1990s; however, the consumer appetite has grown even faster, with organic food sales increasing from $3.6 billion in 1997 to $21.1 billion in 2008, and now accounting for 3 percent of total U.S. food sales. ...
- External links 2009-10-15
- Harley Davidson Executives, Investors Wear Generational Blinders
- Jamie Moye submits: Harley Davidson Inc. HOG yesterday reported an 84 percent plunge in third-quarter profits and announced the dissolution of its Buell line of specialty sport motorcycles and the sale of its MV Agusta division in order to focus its resources on its namesake brand. Harley Davidson CEO...
- External links 2009-10-16
- Nu Skin: Earnings to Surpass Estimates, Shares Keep Soaring
- Jamie Moye submits: Nu Skin Enterprises Inc. NUS climbed more than 13 percent in early morning trading Tuesday after the company pre-announced quarterly earnings that broke previous records and surpassed analysts expectations, and raised guidance for full year earnings. Nu Skin, one of our favored “aging” demographic plays, has...
- External links 2009-10-21
- Martek Biosciences: Can It Turn Algae into Gold, Or at the Least Oil?
- Jamie Moye submits: Martek Biosciences Corp. MATK is a global leader in the production of docosahexaenoic acid from microalgae and arachidonic acid from fungus, and as such stands to benefit from the combined U.S. demographics of an expected uptick in U.S. births, aging baby boomers and an apparently health-conscious Generation...
- External links 2009-10-30
- Willamette Valley Vineyards: David vs. Goliath
- Jamie Moye submits: In 2008, U.S. wine consumption and the adult per capita consumption of wine set a new record high at 2.5 gallons (breaching the previous high of 2.4 gallons in 1985), and marked the 15th strait year of consumption growth. Despite America’s growing taste for wine, it...
- External links 2009-09-15
- Betting on Japanese Small Caps
- Jamie Moye submits: We have commented more than once (most recently in our August 27 Seeking Alpha article) that Japan's demographic picture has been dreadful since its Consumer Spending Cycle peaked in the late 1980s (1948 peak births plus 40 years). The country does have a demographic "window...
- External links 2009-09-06
- Japan Offers a Small Demographic Window of Opportunity
- Jamie Moye submits: Japan's long-term unfavorable demographic outlook is well known and widely cited in many financial articles written about Japan. It may surprise readers to know that back in the late 1980s, when Japanese stocks were selling on multiples of over 100 and it was facing a peak...
- External links 2009-08-27
- Australia?s Demographics Point to Long-Term Economic Growth
- Jamie Moye submits: Australia's birth chart represents one of the strongest demographic landscapes in the emerging or developed world. This will be of no surprise to any sports fan who has watched Australia (with a meager population of about 20 million) dominate the world stage in swimming, cricket, rugby...
- External links 2009-06-19
- Still Wary of Those Financial Weapons of Mass Destruction
- Jamie Moye submits: We remain on board the current U.S. “monster” cyclical market rally until the market informs us otherwise. We have been long equities since December the 5th, 2008. Despite our positive outlook for the remainder of 2009 there are still many things that give...
- External links 2009-06-24
- Can Wal-Mart Survive Generation Y?
- Jamie Moye submits: By Ken Gronbach Wal-Mart Stores Inc. WMT sought to capitalize on the recession in 2008 by upping their ad spending by a whopping 15.9 percent over 2007 according to analysis by Ad Age Data Center. Total U.S. ad spending by Wal-Mart in 2008...
- External links 2009-06-30
- Justice Served on Wall Street (But Not Enough)
- Jamie Moye submits: Finally! A tiny sliver of justice served on Wall Street avarice as Bernie Madoff with your money was sentenced yesterday to 150 years in prison. by Beacon Asset Managers
- External links 2009-06-30
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