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Calder H. Lamb  

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  • The Middle East And Why It Matters To Your Money [View article]
    Hello and thank you for reading my article!

    to address your question,

    regardless of what the starting point on the issues you quoted above, Syrian Civil War, ISIS, Iran, the point of that paragraph is to say that oil prices falling didn't help any of that those issues get solved and probably made it worse.
    Jul 6, 2015. 05:58 PM | Likes Like |Link to Comment
  • How To Profit As The Spread Widens Between The U.S. Dollar And Turkish Lira [View article]
    Hi Dr. Duru,

    and thank you for the comment, I read your articles and find them to be very insightful and timely. I added the mobile company because it is largest of a handful of Turkish Companies whose stock is listed on US exchanges. Additionally the "international bluechip" is less volatile than the overall Turkish market (TUR).

    This trade is meant to be a long-term trade, 6 months to a year. Even if a bottom has currently formed for TKC, it doesn't necessarily follow that things are getting better in the region. The fragility is still there.
    Jul 6, 2015. 11:57 AM | Likes Like |Link to Comment
  • NRG Energy - A Business Pivot At Just The Right Time [View article]
    By managing the energy marketing of the solar for the customer.
    Jul 6, 2015. 10:02 AM | Likes Like |Link to Comment
  • Seeking Alpha's Biotech Weekly: Celgene-Juno, Gilead's HIV NDA, Happy 4th! [View article]
    I enjoyed your article.
    And Thanks for the link to my article!
    Jul 3, 2015. 11:51 AM | Likes Like |Link to Comment
  • Galectin Therapeutics: Where There Is Smoke There Is Fire [View article]
    sorry I meant GALT.
    Jul 1, 2015. 08:15 PM | Likes Like |Link to Comment
  • Galectin Therapeutics: Where There Is Smoke There Is Fire [View article]
    My major question is this:

    When should an investor begin to worry that the company will "bleed out" so to speak?

    I understand, that Biotechnology start-ups have a long time to market, but GUID has been 5 years without profits or a product! Doesn't that begin to worry you? Additionally, SA says there are "promotional activities" surrounding the stock. These two factors combined seem to suggest unsure footing for a Long investment in the stock at this time.
    Jul 1, 2015. 02:06 PM | Likes Like |Link to Comment
  • Galectin Therapeutics: Where There Is Smoke There Is Fire [View article]
    Thanks for the comments guys!

    I was warned by the editors of SA that there is evidence of promotion around GUID, so that impacted my article's opinion significantly. The article was meant to provide a high level summary of the business to an investor who has little knowledge of the biotech industry. To these types of investors the technical terminology of the biotech industry is unintelligible and unlikely to help educate them about the stock.

    GUID hasn't been written about at on on SA for a long period of time before this article, so I am surprised by the quickness and the aggressiveness of these comments. Regardless, I am encouraged by the discussion!

    Thanks for reading everyone. CL
    Jul 1, 2015. 01:27 PM | Likes Like |Link to Comment
  • Natural Gas - Conditions Are Weakening, Get Ready To Pounce [View article]
    Timing is important for everyone.

    Example: You have a plan to hold a stock for 100 years.

    You buy it at a 100 year high.

    Result: You had terrible timing.
    Jun 30, 2015. 11:51 AM | 4 Likes Like |Link to Comment
  • Natural Gas - Conditions Are Weakening, Get Ready To Pounce [View article]
    Sorry to be confusing!

    Buy - in late August

    Sell - in November
    Jun 30, 2015. 11:50 AM | 2 Likes Like |Link to Comment
  • Natural Gas - Conditions Are Weakening, Get Ready To Pounce [View article]
    Thank you reading my article and for all of the comments. I welcome the discussion. It is very clear that natural gas markets are some what seasonal. This article is intended to shine light on that seasonality and help investors find good entry and exit areas. After all, timing is very important in the markets.
    Jun 29, 2015. 05:07 PM | Likes Like |Link to Comment
  • Xcel Energy Is Entering A Bear Cycle [View article]
    Thanks for all the comments guys!

    The intent of this article was to reinvigorate community attention to the Utility sector. Thanks for all the thoughts!
    Jun 28, 2015. 06:12 PM | 1 Like Like |Link to Comment
  • Xcel Energy Is Entering A Bear Cycle [View article]
    Hello and thank you for your comment,

    I wish to raise a point you may not be considering in your argument:

    Have you considered the impact global trading in LNG will have upon the price of natural gas? Yes the US is extremely cheap because we have all of the supply, but when that gas begins to be exported the US price and the global price for natural gas should balance out. Simply due to supply and demand forces.
    Jun 26, 2015. 06:52 PM | 1 Like Like |Link to Comment
  • In A Rising Natural Gas Market Dynegy Is Worth Considering [View article]
    seems you have made quite a bit of money then Mr. Ross
    Jun 23, 2015. 07:03 PM | Likes Like |Link to Comment
  • Cepheid: An Innovative Technology Scaling In A Bull Biotech Market [View article]
    Thank you for reading my article and for providing a useful comment.

    I agree with your conclusion on the leading capabilities of the GeneXpert product. However, my reservation stems from the uncertainty regarding the speed at which the competitor's products will catch up. Additionally the biotechnology sector has sustained a massive bull run over the last few years.

    While the company is certainly a leader in their space, I worry about the CPHD defending their lead and the high price levels in the biotechnology sector in general.
    Jun 23, 2015. 07:02 PM | 1 Like Like |Link to Comment
  • NRG Energy - A Business Pivot At Just The Right Time [View article]
    Responses:

    Molni760601 - thank you for reading the article and for your comments. I am unsure how you reach your conclusion about bankruptcy. NRG is relatively well capitalized when considering it in context with its Utility cohort. These company's can leverage well beyond most because they can lien on generation facilities have the ability to produce revenue streams for long periods of time. If you believe that people will suddenly stop using electricity, then yes, NRG will go bankrupt. However, it is more likely that increased penetration of solar, distributed generation and electric cars will actually boost demand for electricity and electricity management services which NRG is well positioned to capture.

    Further - you are correct that a $200 million dollar share repurchase plan a stock with 333.50M shares outstanding will have an impact. However, the company is not obligated to honor that share repurchase program. Institutions have a good feeling about NRG, they own 102% of the company!

    to jerrydd - you clearly know a ton about the Utility sector. Thank you for reading my article and bringing your knowledge to the forefront in the comments.
    Jun 21, 2015. 11:56 AM | Likes Like |Link to Comment
COMMENTS STATS
63 Comments
29 Likes