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By Steve Patterson on 12/24/2009 12:12 AM

Amylin Falls 10% on FDA Study Requests

Amylin Pharmaceuticals Inc (AMLN) fell 10% on Wednesday as the Food and Drug Administration requested additional test on Amylin’s diabetes drug Byetta. The FDA seeks to make sure the drug benefits are more profound than the possibility of inflammation in the pancreas. The company responded with a letter stating they have conducted such studies previously and are currently studying Byetta and gall bladder gallstones. This is a post-marketing request by the FDA.

Options Volume

The stock of Amylin fell from $15.45 a share to close at $13.97. The stock had climbed nicely over the past month from a 6 month low of $11.04 to a recent 6 month high of $15.45 yesterday. Investors grabbed Put options on the stock during the trading day with January Puts at strike prices of 10, 12.50 and 15 being strongly traded. April 2010 Put options were also very popular at the same strike prices.

Amylin Trade

Earnings have been improving recently and the health care bill in the senate being complete creates some footing for additional growth. This currently blip in the stock price could be a nice buying opportunity as long as the FDA request is resolved without issue.

By Steve Patterson on 12/9/2009 2:31 PM

Jackson Hewitt Jumps on Wal-Mart and Earnings

On back to back days the two largest tax preparation services released prior quarter earnings. H&R Block Inc (HRB) reported on Tuesday disappointing investors who sent the stock tumbling from $20.48 a share to $19.90 a share on the day. Today saw the opposite reaction for Jackson Hewitt (JTX) which saw their shares bounce higher 17% on a better than expected loss. These companies are both cyclical and usually post profits during the first 2 quarters of a calendar year only.

H&R Block Inc.

The H&R Block loss was better than expected at 38 cents compared to 40 cents. But the company also announced the closing of 400 stores in 2010 and their exit from Wal-Mart stores across the country. They also forecasted single digital revenue growth during the coming year. TaxCut is a popular software product available from H&R Block that allows tax filling through self preparation. This form of tax filing is become more popular as compared to the face to face tax preparation that has been the standard for the company for years.

Jackson Hewitt

Jackson Hewitt lost 66 cents per share during the most recent quarter. But the company is excited about manning 1,800 Wal-mart stores with tax preparers this coming tax season. The company also has a new online tax preparation product that they will be releasing for the first time this January. These two revenue growth outlets have investors feeling good about the company. The 17% jump in price is a good opportunity to take profits if you have help the stock for some time. Otherwise, wait for the stock to fall back to preannouncement levels before buying.

By Steve Patterson on 12/2/2009 3:45 PM

Federal Reserve Sees Economic Improvement and Some Jobs

Late year reports from the 12 different regions of the Federal Reserve saw improvement in consumer spending and manufacturing according to a report released today. This is the best report since the recession began as 8 regions reported an increase in economic activity. Can this recovery continue after the First Home Buyer Tax Credit expires next April, more than likely it can.

Jobs Improvement

The Fed plans to keep rates were they are as inflation, even in recent reporting, has not increased. And maybe the best news of all is job improvements in the Boston area and the service sector in St. Louis. Even with the two regions of job growth, the board doesn’t expect the unemployment rate (10.2%) to move downward until the middle of 2010.

S&P 500 Proshares

I still feel the best way to play the economic recovery is purchase Ultra S&P 500 Proshares ETF (SSO). There are other ETFs that you could also add to a portfolio but I tend to the use the double return S & P 500. It has fluctuated between $37 and $38 a share for the past month but should run if it breaks above $38.

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