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Shares from the West side of the Atlantic (OVER)     

skinny - 09 Apr 2014 16:45

This purpose of this thread is to highlight US or Canadian shares that I either hold or am following that may be of interest to others.

Links to the company websites are in green.

3D Systems - Thread here

Atlantic Power

big.chart?nosettings=1&symb=CA%3aATP&uf=Statasys

big.chart?nosettings=1&symb=SSYS&uf=0&tyOrganavo

big.chart?nosettings=1&symb=ONVO&uf=0&tyTesla

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skinny - 26 Jun 2014 17:11 - 15 of 37

Roche (RHHBY -0.7%) Innovation Center Basel's Dr. Adrian Roth presented results from a collaborative study with Organovo (ONVO +9.1%) scientists using the company's 3D Human Liver Tissues at the 3D Cell Culture 2014 conference in Freiburg, Germany yesterday. The study, conducted at Organovo, showed that the 3D Liver Model was able to distinguish a hepatotoxic drug from a close non-toxic chemical analog. The model detected the toxicity at physiologically relevant doses.

Organovo plans to launch the 3D Human Liver Tissue in late Q4 2014 as a testing service performed at Organovo's laboratory. This is a change in strategy considering it originally stated that it would sell the "assay" or "model" on-line as a deliverable product. The name change and service-only offering implies that the product is not as fully-developed as planned.

ONVO +8.5%.

skinny - 27 Jun 2014 06:49 - 16 of 37

3 Things To Like About Atlantic Power Corporation

Summary

Atlantic Power Corporation has begun to improve its balance sheet by redeeming near-term debt maturities.

The company has a strong portfolio of clean energy power generation assets.

The company's business model incorporates stable long-term contracts.

skinny - 01 Jul 2014 17:00 - 17 of 37

ATP currently up 5% and looking bullish again - yield still @9%.

On edit - Oops that is yesterday's close - Canada closed today - Canada Day!

skinny - 04 Jul 2014 07:50 - 18 of 37

Why Stratasys Will Outperform 3D Systems In The Long Run (SSYS)

Summary

The 3D printing market is real, and is now trading at an attractive entry point.

3D Systems has a strong focus on growth through acquisitions, which have not proven accretive for the stock price other than garnering attention through headlines.

Stratasys offers a superior product at a discount based on forward multiples.

SSYS leads DDD in the industrial and consumer sectors, which seem to have the strongest long-term potential.

skinny - 23 Jul 2014 13:47 - 19 of 37

Amazing!

Long On Organovo Artificial Tissues

Summary

3D printing of organs may increase availability of transplants and accelerate the drug discovery process.

Artificial tissue could save large sums of money by identifying liver toxicity prior to human trials.

ONVO printed liver tissues can differentiate between similar molecules.

skinny - 23 Jul 2014 14:27 - 20 of 37

Verizon: A Golden Dividend Opportunity Is Never Offered Twice

Summary

Verizon just knocked the ball out of the park with regard to earnings.

Verizon appears to be in the right place at the right time.

The company is making all the right moves to create value for investors.

The company is focused on return of capital to shareholders with a robust dividend. Verizon appears to be an excellent total return play presently.

skinny - 24 Jul 2014 15:03 - 21 of 37

ORGANOVO : Regulation FD Disclosure (form 8-K)

skinny - 29 Jul 2014 13:38 - 22 of 37

Tesla report on Thursday.

A snippet - All In? Tesla, Panasonic Could Announce Nevada Gigafactory Deal This Week

skinny - 07 Aug 2014 12:19 - 23 of 37

SSYS may be worth watching this afternoon.

Stratasys Reports Record Second Quarter Financial Results

skinny - 07 Aug 2014 14:34 - 24 of 37

SSYS looks to opening +10%.

skinny - 07 Aug 2014 14:48 - 25 of 37

Actually opened up 13% (chart above).

skinny - 12 Aug 2014 06:26 - 26 of 37

Stratasys' Q2 Report Brings Back Faith In The Growth Of 3D Printing

Summary

Stratasys’ Q2 report was outstanding as the growth was above views in all of its business segments.

The report highlights the strength of the company’s business model compared to 3D Systems.

Stratasys should continue to outperform 3D Systems in the next couple of months.

skinny - 13 Aug 2014 06:08 - 27 of 37

Stratasys: The Best Way To Play The 3D Printing Revolution

Summary

The 3D printing industry is expected to grow at a breakneck pace over the next few years.

Stratasys is a company that has proven its ability to take advantage of the increasing demand for 3D printers and services, as shown through the company's outstanding revenue growth.

Going forward, Stratasys has incredible growth potential, but much of this potential is dependent upon the overall growth of 3D printing market value.

skinny - 30 Aug 2014 10:18 - 28 of 37

The Risky And Safe Sides Of Atlantic Power Corporation

Summary

The company’s Power Purchase Agreements (PPAs) have a specific expiration date and fixed payment stream which ensures the security and stability of the cash flows without facing any commodity risk.

Management clearly stated in the annual report that the future dividends are not guaranteed.

Major debt refinancing in 2013 has reduced the company’s interest costs and has increased its financial flexibility.

Natural gas is the major power generation fuel used by the company. Its prices are continuously rising causing the company’s costs to increase.

The company’s legal proceedings are shattering investors’ confidence.

skinny - 16 Sep 2014 15:11 - 30 of 37

Update: Atlantic Power Dividend Cut - Investors Might Need To Look Elsewhere For Growth And Income

Summary

The company today announced another dividend cut which brings down its annual dividend substantially.

Atlantic Power continues to face issues regarding its cash flows.

Another dividend cut has altered our opinion and investors might need to look elsewhere for growth and income.

skinny - 18 Dec 2014 16:21 - 31 of 37

ATP back above $3.

skinny - 04 Feb 2015 06:54 - 32 of 37

Stratasys: Major Warning Sets Up Future Buying Opportunity

-28.5% last night.

skinny - 04 Feb 2015 17:57 - 33 of 37

Stratasys Collapse Asks If 3D Printing Boom Has Busted

Summary

Stratasys shares plunged 25% overnight.

The problems were mainly at MakerBot, which represents 12% of sales.

With the speculative fever broken, you can now make an investment decision on the company.

skinny - 16 Mar 2015 15:07 - 34 of 37

ATP currently up 7%.

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