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Chris Grunewald  

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  • Lipocine Moves A Step Closer To NDA Submission For LPCN 1021 [View article]
    Good overview -- one correction, $32.5MM in net proceeds after underwriters' A/O fill, so approximately ~55.5MM in C&CE
    May 5, 2015. 02:51 PM | Likes Like |Link to Comment
  • A Single Mother's Income - Dividend Growth Investing [View article]
    No real feedback other than congratulations on a thought-provoking article.

    Best of luck going forward!
    Apr 9, 2015. 11:52 AM | 1 Like Like |Link to Comment
  • Melco Crown: Blood In The Macau Waters Creates Potential 30% Upside For Contrarians [View article]
    Appreciate it! Glad you found it helpful.
    Mar 17, 2015. 09:51 PM | Likes Like |Link to Comment
  • Cat-astrophe? No, But There Is A Good Case Against Caterpillar Shares [View article]
    This is an excellent analysis and extremely well written. Nice work.
    Mar 17, 2015. 09:50 PM | Likes Like |Link to Comment
  • Melco Crown: Blood In The Macau Waters Creates Potential 30% Upside For Contrarians [View article]
    Thanks for the read and kind words John.
    Mar 17, 2015. 05:42 PM | Likes Like |Link to Comment
  • In The Short Term Aspen Aerogels Is No Longer A Short [View article]
    Thanks for the article Dallas.

    ASPN had no choice but to IPO. Would have defaulted due to convertibles and depleted credit facility. They can add capacity to fill orders all they want but that alone can't heal profitability.

    They couldn't succeed while the oil price was high and end-user customers had lots of new projects (built up an accumulated loss that was bigger than its accumulated sales over approximately 7 years). Will they succeed with the oil price drastically lower and end-user customers are not spending CAPEX for new projects?

    Slow bleeding death. Out of business in a 2-3 years, IMO.
    Mar 16, 2015. 08:18 PM | Likes Like |Link to Comment
  • LifeLock Offers A Lot Less Value Than Investors Think [View article]
    Nicely done. Way to sift through the BS.
    Feb 18, 2015. 08:57 PM | Likes Like |Link to Comment
  • Please Help Us Pick Outstanding Performance Award Winners For January [View article]
    I'd like to nominate my article on Rockwell Medical (RMTI) (109.4% in 3mos, 114.4% 12mos from publication, up ~250% now). The stock was clearly undervalued after they released the first part of phase III drug results. Investors were worrying about study accountability but that was a red herring due to roll-over policy.
    Feb 4, 2015. 11:55 AM | Likes Like |Link to Comment
  • Vringo: How To Lose At Winning [View article]
    Once appeal is done with, the share price will correspond to the win. Not really going anywhere until then.
    Jan 30, 2014. 10:27 AM | 2 Likes Like |Link to Comment
  • Vringo: Belief And Seeing Are Both Often Wrong [View article]
    If you're going to write a smart comment at least get your math right. Possible scenarios: a.) stagnant; b.) lower; c.) higher.

    The collective reasoning of VRNG investors has fallen off throughout the last few months. Woulda, coulda, shoulda.
    Dec 9, 2013. 12:13 PM | 1 Like Like |Link to Comment
  • Vringo: Belief And Seeing Are Both Often Wrong [View article]
    and who called the share price stagnation at the beginning of the year?

    the big baddest "pessimist" of them all!
    Dec 4, 2013. 09:02 AM | Likes Like |Link to Comment
  • Obamacare And The Government Shutdown [View article]
    The biggest problem with ER's is that uninsured individuals with no primary care provider go there bc the ER HAS to treat them (can't turn them away, they usually wait hours upon hours and don't leave!)

    Even if they get covered under ObamaCare, that doesn't change the necessary pre-requisite of needing to go to their PCP instead of the ER for non-urgent issues. They should/need to go to urgent care centers.

    Additionally, the ER is the most expensive thing in healthcare around, and O-care doesn't do anything to resist this cost curve (or, any cost curve in that matter.) Same goes for medical malpractice liability. One of the biggest reasons hospitals are reducing--or getting rid of-- trauma centers is because the doctor can't save the patient every time and the survivors go and sue.

    I could go on-- not trying to be political, but all of this media re: lower premiums just simply isn't true: this is an experiment. The Left is betting that enough low-risk people will buy in to ObamaCare to subsidize the high-risk individuals (people with pre-existing conditions especially.) If enough people don't buy in (certainly looks that way now-- 48.6MM uninsured in 2011), guess what happens? Higher premiums, weeding out people who could self-insure and just pay the $95 fine ... eventually they go higher, and higher.. and higher

    Looking forward to see how it works out..
    Oct 17, 2013. 09:46 PM | Likes Like |Link to Comment
  • Vringo: PTO Ruling Significantly Undervalued [View article]
    Eh, looks like the market agreed with my sentiment on Friday
    Jul 27, 2013. 08:51 PM | 2 Likes Like |Link to Comment
  • Potash Economics And An Undervalued American Junior Potash Play [View article]
    Safe to say PGRX's downfall is (was) inept management. Misappropriation of funds to insiders / personal relationships & dumb financing deals. Disappointing, given the underlying potential. Wouldn't be surprised to see a bargain BO or a BK soon given the outstanding debt due soon.

    No position.

    Jun 24, 2013. 01:57 PM | Likes Like |Link to Comment
  • Vringo: Where's The Money? [View article]
    great find. this sentence is more relevant though, nonetheless confusing when applied to respective jurisdictions:

    "The Federal Circuit’s recent decision in, Inc. v. Lansa, Inc., in which the court stated that the “most reliable” evidence of damages for patent infringement may be a license that arises out of the settlement of other litigation has made matters worse. In the short time since this decision, patent practitioners have cited to ResQNet in support of their motions to discover and admit third-party settlement-related evidence."
    Jun 6, 2013. 10:49 PM | Likes Like |Link to Comment