5 Top Stocks at Half Price

• Report this Comment On December 17, 2008, at 8:21 PM, PauvrePapillon wrote:

  If one picture is worth a thousand words, could two animated videos be worth a market cap increase of 22 percent over two weeks?

  When the market (correctly) understood that CyberKnife was a truly unique and revolutionary technology, investors bid Accuray’s post-IPO shares up into the low $30s. As Varian made repeated claims, in numerous press releases, interviews and conference calls, that its gantry-mounted machines could do the same thing as the robotically controlled CyberKnife, Accuray’s market cap shrank even though its economic fundamentals actually improved.

  On Saturday 6 December, Accuray, finally, fired back with two new animated videos, one for lung and one for prostate, that very effectively demonstrate what CyberKnife does and why it is fundamentally different from all gantry-mounted radiation sprayers.

  Since then, Accuray’s shares have risen over 22 percent while Varian’s shares have lost almost 10 percent against a broader market, as measured by the NASDAQ composite index, that is up 4.6 percent.

  The price action for both Accuray and Varian shares subsequent to the release of these videos has occurred despite a major negative for Accuray, i.e., the ongoing investigation into management’s handling of certain inventory issues, and at least a small positive for Varian, i.e., the treatment of their first patient RapidArc patient in the UK.

  Are these two new videos helping to restore the market’s perception of CyberKnife as a truly disruptive technology and, likewise, Accuray as a company with a powerful competitive advantage?

  Are investors having second thoughts as to the true value of both Varian’s products and prospects and thus discounting their shares accordingly?

  The early results for CyberKnife treatment of prostate cancer are outstanding, efficacy at least as good as any other treatment option with less risk and no problems with either impotence or incontinence. The Internet allows both patients and doctors to share their experiences, both good and bad. Patients as well as investors are doing their own research and finding their way to Accuray.com and CKSociety.org. References to both the videos and websites were made in the recent Wall Street Journal article and discussion blog: “Is CyberKnife Ready For Prime Time in Prostate Cancer?”

  So are the CyberKnife videos compelling enough to actually move the market for both companies?

  My take is yes, they are.

  You can find the videos on the front page of Accuray’s web site at http://www.accuray.com and decide for yourself.

• Report this Comment On December 19, 2008, at 10:43 AM, PauvrePapillon wrote:

  Accuray’s accounting issues were resolved yesterday evening with an announcement that the independent auditors had determined that no restatements would be necessary.

  http://biz.yahoo.com/prnews/081218/aqth107.html?.v=51

  FY2009Q1 Earnings were also released…

  InPlay: Accuray beats by $0.01, beats on revs; guides FY09 revs in-line

  http://finance.yahoo.com/marketupdate/inplay#aray

• Report this Comment On December 19, 2008, at 2:05 PM, joshbk wrote:

  Keep up the great work picking out value stocks, but - this maybe just my own petpieve - I've never liked the analogy between cheap stocks & a retail sale. When an item at a store goes on sale, it's the exact same item that was more expensive last week, only the price is cheaper. When a stock 'goes on sale', it's a different item than the one that was more expensive previously. Its underlying value has truely changed, in stark contrast a discounted shirt at Ross, where you also get to keep the shirt if the store later goes under. Granted, no analogy is perfect, but the one of "stocks on sale" is a common which I think is over-valued.

• Report this Comment On December 19, 2008, at 11:15 PM, ofri wrote:

  Am I the only one not seeing any real content here about Northgate Minerals, or Sadia on this page, except their 52wk price drop?

• Report this Comment On December 22, 2008, at 2:55 PM, toraab wrote:

  I don't believe what you say...i can buy now and it will go down ...I need histocky.com cause it helps me know how to trade the stocks...

• Report this Comment On January 06, 2009, at 2:31 PM, PauvrePapillon wrote:

  “Cyberknife has the potential to replace surgery as the first form of treatment for cancer,” says Dr Nick Plowman, director of clinical oncology at St Bartholomew's Hospital.

  http://www.dailymail.co.uk/health/article-1106224/From-machi...

Add your comment.