Friday, June 5, 2009

Morning Moves (well, afternoon for the Eastcoasters)




AlphaNinja - Hansen down a bit as people fret over the sales outlook. AlphaNinja has known the management for years, and there is not a more capable duo anywhere in the public markets. Whoa, bold statement.

Notice the impact on one's stock price when management owns a TON of shares, and is extremely prudent with their capital and partnership decisions:






Among winners is Vivus. They've actually beat the market on a five year basis. Their female sexual health drugs are ramping, and they're aggressively developing a Viagra alternative. They previously lost out to Pfizer in the Erectile Dysfunction battle, maybe due to their method of, uh, "ingestion".....

"MUSE is a trans-urethal system for the delivery of alprostadil to the male urethra. It is indicated for the treatment of erectile dysfunction (ED). "
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