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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

big.chart?nosettings=1&symb=TSLA&uf=0&ty

skinny - 09 Apr 2014 16:45 - 2 of 37

Verizon

big.chart?nosettings=1&symb=VZ&uf=0&type

skinny - 28 Apr 2014 15:49 - 4 of 37

ONVO currently up 10%.

skinny - 29 Apr 2014 07:33 - 5 of 37

Stratasys: Changing The Outlook In 3-D Printing Services Business

Summary

Stratasys made three acquisitions in April which are going to significantly expand the company’s services business.

This move shows that Stratasys means business, and it should compete more aggressively with 3D Systems, which has acquired more than 40 companies over the last few years.

The combined services revenue will close the revenue gap between Stratasys and 3D Systems.

skinny - 01 May 2014 08:14 - 6 of 37

Verizon Reports Fifth Consecutive Quarter of Double-Digit Operating Income and Earnings Growth

Verizon Profit Increases on Subscriber Additions -- Update

Verizon Communications Inc. said its profit more than doubled for the first three months of the year, as the telecommunications giant got a big boost from its recent Verizon Wireless acquisition and continued to increase its base of wireless and Internet customers.

The company in late February completed its deal to gain full ownership of Verizon Wireless, buying Vodafone Group PLC's 45% stake in the wireless carrier for $130 billion. The acquisition is expected to sharply increase Verizon's profits through 2014 and will grant Verizon more flexibility in driving Verizon Wireless's future. Verizon has said it is now looking to focus on smartphone penetration and connected devices, such as cars and tablets, to boost Verizon Wireless sales.

Verizon posted a profit of $3.95 billion, or $1.15 a share, up from $1.95 billion, or 68 cents a share, a year earlier. Adjusted earnings were 84 cents a share in the latest period. Verizon said adjusted earnings would have been 91 cents a share if it had full control of Verizon Wireless for the whole quarter.

Revenue improved 4.8% to $30.8 billion.

Wall Street analysts on average expected a profit of 87 cents a share and revenue of $30.7 billion, according to Thomson Reuters.

Verizon: A Silver Lining Lies Ahead For Dividend Investors

Summary

Verizon is well positioned to benefit from the internet streaming boom.
The company is making all the right moves to create value.

The company is focused on return of capital to shareholders with a robust dividend.

Verizon appearing fundamentally undervalued on a relative basis.

skinny - 06 May 2014 10:46 - 7 of 37

Atlantic Power Corporation Comments on Press Rumors

skinny - 07 May 2014 14:08 - 8 of 37

Is AT&T A Better Investment Than Verizon?

Summary

The telecom services sector is finding it challenging to create growth.

AT&T has been experiencing slow growth, but the outlook for the company is strong.

Verizon has been able to generate stronger growth and returns than AT&T.

skinny - 08 May 2014 16:41 - 9 of 37

Organovo's Bioprinting More Than A 'Stupid Exercise'

Summary

Misleading short pieces and a cooling sector have had a negative effect on Organovo's share price.

Organovo's fully cellular bioprinting method provides crucial benefits over competing approaches. This will distinguish Organovo as a 3D bioprinting leader.

Data that the company has released has been compelling enough to warrant contracts without third-party validation and product launch.

skinny - 09 May 2014 13:31 - 10 of 37

Tesla ‘tweaked’ by the Street; Goldman less gloomy

skinny - 12 May 2014 07:46 - 11 of 37

Avoid Stratasys For Now

Summary

Stratasys shares are trading lower as the company did not raise full year guidance despite a first quarter revenue beat.

While revenue and gross margins were strong, earnings were only in-line as the company spent aggressively on R&D and SG&A.

Revenue growth will slow over the balance of the year amid stiffening competition and tougher comparisons, which makes the current 40x multiple excessive.

While I prefer SSYS to other 3-D printer stock, I would be a seller until shares fall into the $60's when the multiple is more appealing.

Stratasys' (SSYS) CEO David Reis on Q1 2014 Results - Earnings Call Transcript

skinny - 09 Jun 2014 16:01 - 12 of 37

A near 60% rise since May 1st.

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

skinny - 12 Jun 2014 15:02 - 13 of 37

Organovo Reports Fiscal 2014 Financial Results

skinny - 23 Jun 2014 15:09 - 14 of 37

ATP back above $4.

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)
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