Andy Batts

Growth at reasonable price, deep value, healthcare, tech
Andy Batts
Growth at reasonable price, deep value, healthcare, tech
Contributor since: 2012
No question of market to stabilize here. S&P 500 won't stop bleeding until it reaches 1800.
"JPMorgan with a $120 target issued last week," they'll never tell you the actual story. DXCM @ $70 today. Still you think I'm an "uninformed individual?"
Don't fall in love with a stock. Because a stock is a vehicle to grow your money. When your money has grown, sell it.
Thanks for the info, Travel4Yields.
Right. Thanks for the comment.
Nice observation. If I said don't sell and still you sold, what would happen? :)
I appreciate your input. Only when you say, "comparing DXCM to PODD is apples and oranges-like software vs. hardware," I disagree. Not because of your reasoning, you're absolutely right, but you didn't get me. I didn't say DXCM should come down to PODD's multiples. I only said PODD is also a niche diabetes care and management player like DXCM. You also said DXCM is very risky as a one product company, like PODD. That's it.
Hi,
Thanks for your input.
Andy
At $21 I said DXCM will be a multi-bagger. Then I said to sell it and again to buy it and now I am saying again to sell it. These are short- to medium-term calls depending on valuations at that time. The stock moved in the past as I expected based on my instincts. I was absolutely right each time I recommended to enter or exit the counter. Now the choice is yours. Thank you.
Hi Chris,
The article (along with the first part) is very well written, and provides thoughtful analysis. I agree with you, a collapse in the market might be coming. But perhaps not in September. Earlier this year we saw gyration in the market in a very narrow range. Whether that was accumulation or distribution you never know. But the recent crash suggests that the gyration was a distribution phase.
So, you're right. Hope for the best and prepare for the worst (collapse).
Andy
I'm (actually was) a huge fan of Linda Evangelista! Even today I couldn't forget watching her on George Michael's Freedom! '90 on MTV. Have a look when stocks are falling: http://tinyurl.com/97p...
Finally wisdom from Linda Evangelista!!! This is a bear market indeed although not official yet! :)
We've not bottomed out yet according to my latest findings. Actually we're likely to top out today on the short covering rally and would start sliding again.
I'm a bear right now and confident that S&P 500 is heading towards 1800 in September. When I'm a bear I tend to defy logic, and my fellow bears do the same. This is a massive bear market in the making.
"If China is reason to bid up hard asset plays, great. Otherwise, though, does the dragon really matter? And do emerging markets really matter all that much?" Your answer is here: http://tinyurl.com/p2w...
@djgabel: "Another volatility "analyst" that has no fundamental understanding of the products he is talking about." Absolutely right. Only s/he who doesn't understand trend can write such bogus stuff. VIX will spike again toward 50-60. Don't forget China is not Lehman, but a much bigger issue.
"If MNKD shares stay at the current levels and sales do pick up then it will be a great buying opportunity, in my opinion."
Stocks are dropping like rocks and you're talking about buying opportunities? Come back to stock market again in 2017.
Is SA accepting news items from contributors and publishing the same for other sectors as well, such as tech or utilities? Is this a change in stance since stocks are falling and analyses are out of favor?
DOW was almost there (just 100 points away) and certainly bottomed out. Closed 500 points above day's low after falling almost 1100 points at the opening.
Excellent analysis. But your view, "I believe stocks are likely to retest these lows," I humbly disagree. Anyways, thanks for your great analysis. DOW, NASDAQ and S&P 500 are on the verge of breaking into positive territory, as I predicted.
DOW bottomed out at 15,370.33 and approaching 16,000. Strong probability it will finish the day in green. Earlier I predicted many such bottoms on Seeking Alpha, for example:
http://bit.ly/1V4mgEn
http://bit.ly/1V4mgEq
In 2012 I predicted that Gold will take long-term support near $1200, which is holding even today after more than three years, click here: http://bit.ly/1V4mewp
Using my same statistical model I'm predicting that DOW will scale new highs going ahead. Happy investing!
DOW bottomed out at 15,370.33 and approaching 16,000. Strong probability it will finish the day in green.
DOW will bottom out today after touching 16,000 or so. Earlier I predicted many such bottoms on Seeking Alpha, for example:
http://bit.ly/1V4mgEn
http://bit.ly/1V4mgEq
In 2012 I predicted that Gold will take long-term support near $1200, which is holding even today after more than three years, click here: http://bit.ly/1V4mewp
Using my same statistical model I'm predicting that DOW will bottom out today for 2015 and scale new highs going ahead.
Don't worry. China, in spite of the near-term issues and challenges, will continue to drive global growth due to its sheer size. However, your concerns are everybody's concerns, and for the smart investor it's time to load up good quality stocks. Stocks, oil and euro will start roaring again once the first rate hike by the Fed is done. Until then, it's time to buy. I believe the second half of the bull market will be more violent with maximum participation.
"Can MNK really make the revenue increase faster?" Yes I think so. With MNK's larger hospital presence I don't think it will be a problem. Thank you.
"FB another overvalued stock though." What's your definition of the term 'overvalued,' can I humbly ask you? When I wrote the following FB article it was at $21-22 and people were screaming overvalued. Meanwhile, FB quadrupled itself and screamers continued to scream 'overvalued.' Really mysterious, isn't it?
http://bit.ly/1BWqAjt
Great comment, as I said elsewhere Zillow will be at $221 in one to two years from now (compared to the author's $20-25, with all due respect to him, my projections are ~10x that of the author's). Let's see what happens, but I believe Zillow is another Priceline in the making.
http://bit.ly/1FkTw1H
Yes Cora Schlesinger, I believe mainly profit taking by the short-term players, with no immediate upside catalyst. Thank you.
I'd say shorts beware.
And what are those key items of interest? Please let readers know. And explain in brief. Thank you.
I nominate the following three articles of myself:
1. When I wrote the article on Harman International, it was trading around $40 and the stock doubled in a year and almost tripled in two years.
http://seekingalpha.co...
2. At the time of publishing the article on DexCom, the stock was trading around $21.75 and subsequently it touched $62.85, almost 200% increase.
http://seekingalpha.co...
3. When I recommended TAL Education, it was trading around $10 and rose to over $37 in the following year.
http://seekingalpha.co...
I believe all the three stocks played out for the reasons mentioned in the articles, which were simple and convincing for the readers.
Hi Miha, I believe BIO4 could be close to Grafix in few years, and together with Arthrex Cartiform it could have significant upside. I appreciate your comment. Thanks!
You're welcome Acme Capital.
Pets.com... ha ha ha! :)