Bapcha's Stocks. The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

Archive for August, 2008

Is it time to buy Elan ?

08.03.2008 · Posted in BIIB, Biogen-Idec, Elan, ELN, Nataluzimab., PML, Tysabri, WYE, Wyeth

The stock that taught me the most about investing is for sure Elan, and last week, I reminded myself the reason why I do not have it in my portfolio anymore. Elan was a remarkable company that was a leader in drug-delivery. They reformulated ordinary drugs like calcium channel blockers and naproxen, and extended the ...

SunPower is a Semiconductor Company, and deserves to be valued like one.

08.02.2008 · Posted in BRCM, INTC, SPWR, STP, SunPower, Suntech Power, TXN., YGE, Yingli Green

SunPower is on a roll. Revenues for Q2-2008 were $383 Million – up 120% yoy. Guidance for 2009 was excellent, I think that SPWR’s management is excellent, and their products are the best in the industry. Until someone comes up with a cheap multi-junction solar cell, SPWR will be the top dog for cell efficiency ...