By Brad Thomas:

Recently I read an excellent article in Harvard Business Review by Chris Zook and James Allen, both with Bain & Company, called The Great Repeatable Business Model. In it, the authors provide valuable strategies for leveraging simple formulas that allow companies to create new and lasting differentiation methods:

The power of a repeatable business model lies in the way it turns the sources of differentiation into routines, behaviors, and activity systems that everyone in the organization can understand and follow so that when a

Complete Story »

By Neoclassical Economist:

It is never easy to make money, especially in the stock market, as the market typically is efficient and stocks are priced appropriately. However, there are those exceptions where some stocks simply fall off the radar and hence provide an opportunity to buy at attractive prices. Perhaps these stocks below fit that billing.

Young Innovations (YDNT), together with its subsidiaries, engages in the development, manufacture, and marketing of supplies and equipment used by dentists, dental hygienists, dental assistants, and consumers. This company makes a lot of those disposable supplies that dentists use often, such as gloves, masks, and disinfectants, and sports some great margins in the process. Moreover, the company now has products virtually worldwide — in Central America, South America, Europe, and the Pacific Rim — allowing for some nice geographical diversification with this stock. At $29.10/share and well below the 52-week high of $33.40, this stock presents a

Complete Story »

By Neoclassical Economist:

It is never easy to make money, especially in the stock market, as the market typically is efficient and stocks are priced appropriately. However, there are those exceptions where some stocks simply fall off the radar and hence provide an opportunity to buy at attractive prices. Perhaps these stocks below fit that billing.

Young Innovations (YDNT), together with its subsidiaries, engages in the development, manufacture, and marketing of supplies and equipment used by dentists, dental hygienists, dental assistants, and consumers. This company makes a lot of those disposable supplies that dentists use often, such as gloves, masks, and disinfectants, and sports some great margins in the process. Moreover, the company now has products virtually worldwide — in Central America, South America, Europe, and the Pacific Rim — allowing for some nice geographical diversification with this stock. At $29.10/share and well below the 52-week high of $33.40, this stock presents a

Complete Story »

By Brad Thomas:

Recently I read an excellent article in Harvard Business Review by Chris Zook and James Allen, both with Bain & Company, called The Great Repeatable Business Model. In it, the authors provide valuable strategies for leveraging simple formulas that allow companies to create new and lasting differentiation methods:

The power of a repeatable business model lies in the way it turns the sources of differentiation into routines, behaviors, and activity systems that everyone in the organization can understand and follow so that when a

Complete Story »

Call Start: 17:01

Call End: 17:26

Neurocrine Biosciences, Inc. (NBIX)

Q3 2011 Earnings Call

October 31, 2011 5:00 p.m. EDT

Executives

Kevin Gorman – President and CEO

Jane Sorenson – IR

Tim Coughlin – VP, CFO

Chris O’Brien – CMO

Analysts

Ian Somaiya – Piper Jaffray

Thomas Wei – Jefferies & Company

Phil Nadeau – Cowen & Company

Presentation

Operator

Good day and welcome to the Neurocrine Biosciences Reports Third Quarter 2011 Results conference call.

All lines are currently in a listen-only mode. Later you will have the opportunity to ask questions during the question-and-answer session. And please note, today’s call is being recorded.

It is now my pleasure to turn the program over to the President and CEO, Kevin Gorman. Please go ahead.

Kevin Gorman

Thank you very much. Good afternoon, everyone, and welcome to our third quarter earnings call.

I’m joined today by Tim Coughlin, our CFO, he’ll

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HCP (HCP)

Q3 2011 Earnings Call

October 31, 2011 12:00 pm ET

Executives

Paul F. Gallagher – Chief Investment Officer and Executive Vice President

James F. Flaherty – Chairman and Chief Executive Officer

Timothy M. Schoen – Chief Financial officer and Executive Vice President

John Lu – Vice President of Investment Management

Analysts

Bryan Sekino – Barclays Capital, Research Division

Adam T. Feinstein – Barclays Capital, Research Division

Jonathan Habermann – Goldman Sachs Group Inc., Research Division

Richard C. Anderson – BMO Capital Markets U.S.

Jerry L. Doctrow – Stifel, Nicolaus & Co., Inc., Research Division

Robert M. Mains – Morgan Keegan & Company, Inc., Research Division

Michael Bilerman – Citigroup Inc, Research Division

Todd Stender – Wells Fargo Securities, LLC, Research Division

Karin A. Ford – KeyBanc Capital Markets Inc., Research Division

James Milam – Sandler O’Neill + Partners, L.P., Research Division

Jeff Theiler – Green Street Advisors, Inc.,

Complete Story »

By Colin Lea:

This morning’s must-know news SA column hinted at the likelihood that the U.S. government will hold off on selling any more of its stake in AIG (AIG), following the insurer’s next report on Thursday. SA reported that the government’s break-even point on its investment is $28.73 (40% below book value of $40.22). AIG closed at $26.34 on Friday. Its 52-week high is $62.87, 52-week low is $19.18 and EPS are -$0.49).

AIG 1-Year Performance

SA contributors Devon Shire and Roger Nusbaum have published noteworthy reads on AIG recently. They provide analysis on the sizable position taken by Fairholme Fund manager Bruce Berkowitz in AIG, and secondly the potential implications following the departure of co-manager Charlie Fernandez.

For those unfamiliar with Berkowitz and his philosophy behind his large-stake investment in distressed assets, I recommend the article “Bruce Berkowitz – The Megamind of Miami.” It clearly sets out the challenges faced by

Complete Story »

UDR, Inc. (UDR)

Q3 2011 Earnings Call

October 31, 2011 11:00 am ET

Executives