"We're refilling our prescription with Dr. Reddy's Laboratories (RDY), the India-based generic drug maker," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "Time was, being a generic drug manufacturer in India was a pretty simple business. All you had to do was analyze a new pharmaceutical compound and figure out how to manufacture it.

"A little thing like patent protection was just a minor inconvenience. And that's how Dr. Reddy's Laboratories got started. Founder Dr. Anji Reddy used his PhD in Chemical Engineering and his experience in a state-owned pharmaceutical company to do the reverse engineering and figure out the manufacturing process.

Continue reading Dr. Reddy's (RDY): Ready for Gains?

Dr. Reddy's (RDY): Ready for Gains? originally appeared on BloggingStocks on Mon, 22 Nov 2010 10:40:00 EST. Please see our terms for use of feeds.

Continue reading Silk Road to India: HDFC (HDB) and Dr. Reddy's (RDY)

Silk Road to India: HDFC (HDB) and Dr. Reddy's (RDY) originally appeared on BloggingStocks on Wed, 10 Nov 2010 13:30:00 EST. Please see our terms for use of feeds.

"Modern drugs are expensive to develop; but after just 20 years, a drug can be duplicated by generic drug manufacturers and sold to those who need it for far less money," says Paul Goodwin.

The editor of Cabot China & Emerging Markets Report explains, "That's where Dr. Reddy's Laboratories (RDY) comes in. Founded in 1984 by Dr. Anji Reddy, Dr. Reddy's Labs is the main reason India has gone from a net drug importer to a net drug exporter.

"Dr. Reddy's is a growing global power in the pharmaceutical business, with a lineup of more than 50 products offered in the U.S., more than 160 products marketed in Europe, and more than 200 branded formulations available in India, Russia and other emerging markets.

Continue reading Dr. Reddy's (RDY): A 'Generic Revolution'

Dr. Reddy's (RDY): A 'Generic Revolution' originally appeared on BloggingStocks on Mon, 21 Jun 2010 11:10:00 EST. Please see our terms for use of feeds.

"Inflationary fears and the desire to generate higher returns in non-dollar assets should boost BRIC stocks (Brazil, Russia, India and China)," says Chuck Carlson in his The DRIP Investor.

"Despite the run-up this year, BRIC stock markets are still reasonably valued. Russia, India, and Brazil all trade at price/earnings ratios similar to the U.S.

"And while China's stock market does trade at a premium to the U.S., China's economic growth will swamp that of the U.S. this year and for the foreseeable future.

Continue reading 'Compelling case' for China and India

'Compelling case' for China and India originally appeared on BloggingStocks on Thu, 16 Jul 2009 13:00:00 EST. Please see our terms for use of feeds.

"India-based Dr. Reddy's Laboratories (NYSE: RDY), a generic-drugs play with solid market positions in India, Russia, the US and Germany," says Asian stock expert Yiannis Mostrous.

In his specialty newsletter, The Silk Road Investor, he explains why he has chosen the firm as his latest "Stock of the month".

"Seventy percent of the firm's growth comes from generic drugs, and the trend there has been favorable. New products, market share gains and a revamp of the supply chain in India should contribute to profitability. The company is also building a proprietary pipeline to supplement it core business.

Continue reading Dr. Reddy's (RDY): Get ready for generic gains

Dr. Reddy's (RDY): Get ready for generic gains originally appeared on BloggingStocks on Thu, 11 Jun 2009 13:30:00 EST. Please see our terms for use of feeds.

This post is part of a series in which TheStockAdvisors.com asked financial experts to name their top stock pick if McCain or if Obama wins the election.

Which stocks would benefit from a victory by either Senator John McCain or Senator Barack Obama? To help investors sort through the sectors and stocks best positioned to benefit in a post-election environment, we posed this question to some of the nation's leading financial newsletter advisors.

Importantly, this is not a partisan report; each participating advisor has provided a favorite stock for both candidates, focused not on political preferences but unbiased stock analysis. Below we feature those stocks and ETFs that the advisors believe will be the winners depending on which candidate prevails.

McCain Stocks:

Roger Conrad - Comcast (NYSE: CCW)
Gregg Early - Elbit Systems (NASDAQ: ESLT)
Elliott Gue - Paladin Resources (Toronto: PDN)
Doug Fabian - Market Vectors Nuclear Energy (NYSE: NLR)
Vivian Lewis - Barclays (NYSE: BCS)
Bill Martin - CGG Veritas (NYSE: CGV)'
Yiannis Mostrous - Lonking Holdings (OTC: CIMHF)
Carla Pasternak - Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE: EVT)
Nate Pile - SPDR Gold Trust (NYSE: GLD)
John Reese - General Dynamics (NYSE: GD)
Nathan Slaughter - USEC (NYSE: USU)
Paul Tracy - Shaw Group (NYSE: SGR)
Kelley Wright - CenturyTel (NYSE: CTL)
Tom Vass - Molex (NASDAQ: MOLX)
Martin Hutchinson - Northrop Grumman (NYSE: NOC), Merck & Co. (NYSE: MRK), EOG Resources (NYSE: EOG)

Obama Stocks:

Roger Conrad - SunPower (NASDAQ: SPWR)
Gregg Early - AeroVironment (NASDAQ: AVAV)
Elliott Gue - SunPower (NASDAQ: SPWR)
Doug Fabian - Industrial Select Sector SPDR (NYSE: XLI)
Vivian Lewis - Cosan (NYSE: CZZ)
Bill Martin - Geron (NASDAQ: GERN)
Yiannis Mostrous - Dr. Reddy's (NYSE: RDY)
Carla Pasternak - Kinder Morgan Energy Partners (NYSE: KMP)
Nate Pile - Apple (NASDAQ: AAPL)
John Reese - American Eagle (NYSE: AEO)
Nathan Slaughter - Fluor (NYSE: FLR)
Paul Tracy - Market Vectors Global Alternative Energy (NYSE: GEX)
Kelley Wright - Cardinal Health (NYSE: CAH)
Tom Vass - Ingersoll Rand (NYSE: IR)
Martin Hutchinson - Microsoft (NASDAQ: MSFT), Time Warner Inc. (NYSE: TWX), First Solar (NASDAQ: FSLR)

Election bets: Advisors vote on McCain and Obama stocks originally appeared on BloggingStocks on Fri, 03 Oct 2008 09:30:00 EST. Please see our terms for use of feeds.