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ICON Reports 22% Increase in EPS and Strong Cash Flows (NASDAQ:ICLR) (ISIN:IE0005711209) ICLR

62%

+7.77% in 135 days <font> <font>    Wednesday, July 22, 2009 6:04:00 AM ET </font> </font> <font> --* Net revenue of $220 million. </font> <font> --* Income from operations increased by 20%, to $29.3 million, before one time net charges. </font> <font> --* Operating margins before one time net charges expanded to 13.3% from 11.2% and EPS on the same basis increased by 22% to 38 cents. </font> <font> --* One time net charges of $4.2 million arising from restructuring charges and tax credits. </font> <> <font> --* Net new business wins in the quarter of $266m, represe... Continue reading »

Clinical trials ICLR

74%

-73.98% in 482 days Icon runs clinical trials for drug companies.  These companies are taking advantage of outsourcing to India and improving their margins.  This stock keeps taking out 52-week highs.  Continue reading »

From the Blogosphere

Icon Enters Oversold Territory – Zacks Tale of the Tape

38%

Icon Plc.’s (ICLR) share price has entered into oversold territory with a stochastic value of 12.67. The Zacks Consensus Estimate on the company’s full-year earnings has climbed 8 cents over the past month to $1.50 per share. Icon is a Zacks #2 Rank (“Buy") company. "ICLR" Free Stock Analysis: Buy? Sell? Hold? Zacks Investment Research Continue reading »

Healthcare in General and Contract Research Organizations in Particular Back in Good Graces

34%

We have seen a big rotation the past 2-3 sessions into healthcare; up and down the food chain. The thesis appears to be as details of Obama-care become more fine tuned there is less confusion and bad news is better than uncertainty in the stock market. One group that was mauled last year was the contract research organizations; as credit was shut off and healthcare firms under fire these stocks swooned. As I looked at some better performing groups not named "technology" or "commodities" I see a lot of relative strength here. I showcased 7 names from this group here about a year ago as we ... Continue reading »

Earnings of Note Monday-Tuesday

34%

Some names I am looking at early this week Monday Fund holdings - Baidu.com (BIDU) and First National Financial (FNF). The former broke through the 200 day moving average Thursday but I cut it down to 1 share on super froth. The latter has been stagnat the past 8 days, with each day an intraday low hitting the 50 day moving average. Very strange. I cut back a bit to a 2.5% stake since I have double jeopardy in these guys with FNF and FAF. I expect good things but the stock action has been weak"ish" and this is the more expensive of the two - not that it matters because nowadays all secto... Continue reading »

Bookkeeping: Weekly Changes to Fund Positions Year 2, Week 22

34%

Year 2, Week 22 Major Position Changes <>Fund positions of 1.0% or greater can be found each week in the right margin of the blog, under the label cloud and recent comments areas; I highlight weekly the larger position changes. Being a long only fund, via Marketocracy rules, the only hedges to the downside I have are cash or buying short ETFs. I cannot short individual equities. To see historic weekly fund changes click here OR the label at the bottom of this entry entitled 'fund positions'. Cash (2 positions [SHV/BIL] + cash): 66.0% (vs 55.0% last week) 26 long bias: 28.9% (vs 35.0% last week) 7 s... Continue reading »

Bookkeeping: Closing ICON (ICLR)

34%

I was debating whether to keep or close ICON (ICLR), the 2nd of my 3 part contract research organization basket - I cut 1 of the 3 positions Wednesday, and I've decided to close this name out as well. First the chart is not improving and second I have a basket of about 6-8 names I am interested in buying on pullbacks, so to keep the portfolio focused and avoid position bloat I am going to cut this name for now and revisit later. This is definitely best of breed in it's group but the market simply does not want anything to do with this name despite good earnings [<>Oct 21: ICON (ICLR) Earnin... Continue reading »

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