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David Segelov
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David Segelov
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Articles (16)
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Comments (14)
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Five Reasons to Short Varian Medical Systems
on Jul 20, 2009
•
VAR
Alexco Resource: A Cheap, Unlevered and Near Term Silver Producer
on Jul 15, 2009
•
AXU
,
SLW
The Long Case for Trinity Biotech
on Nov 04, 2008
•
TRIB
The Long Case for Perceptron
on Nov 04, 2008
•
PRCP
The Long Case for Greatbatch
on Nov 04, 2008
•
GB
Solar Stocks Don't Necessary Rebound With Oil: The Short Case on SunPower
on Sep 26, 2006
•
CY
,
SPWRA
VeriSign's News Corp. Deal Signifies Renewed Focus - But Big Challenges Remain
on Sep 13, 2006
•
VRSN
Corning - A Shattered Company
on Aug 29, 2006
•
AUO
,
GLW
Verisign Quarterly Update: This One Continues to be a Good Short Candidate
on Jul 26, 2006
•
VRSN
Why I Continue to be Long McMoran Exploration
on Jul 26, 2006
•
MMR
Psivida Shares Drop 20% -- Should Recover Soon (PSDV)
on Jul 18, 2006
•
PSDV
Insmed's Stock Already Has Worst Case Scenario Priced In (INSM)
on Jul 17, 2006
•
INSM
,
TRCA
McMoran Exploration-- An Energy E&P That Appears Perfect for a Long Play (MMR)
on Jul 10, 2006
•
MMR
Uranium's Hot, But This One's Not: The Short Case On USEC (USU)
on Jul 07, 2006
•
USU
Psivida: A Biotech Platform With Great Potential (PSDV)
on Jul 06, 2006
•
PSDV
9 Reasons Why I'm Short Verisign (VRSN)
on Jul 04, 2006
•
VRSN
Articles by Ticker
AUO
,
AXU
,
CY
,
GB
,
GLW
,
INSM
,
MMR
,
PRCP
,
PSDV
,
SLW
,
SPWRA
,
TRCA
,
TRIB
,
USU
,
VAR
,
VRSN
Latest Comments on David Segelov's Articles
David Segelov
on
Five Reasons to Short Varian Medical Systems
: really...seems that sales are struggling from my hospital...
more »
Fruffing
on
Five Reasons to Short Varian Medical Systems
: Subsequent price action speaks for itself. Why bother posting if...
more »
bn1511
on
Five Reasons to Short Varian Medical Systems
: This, from someone who can't even spell Philips correctly! Thanks...
more »
bezie
on
Five Reasons to Short Varian Medical Systems
: #1-#4 are the exact same. All this is old news and priced into the...
more »
goldrealmny
on
Alexco Resource: A Cheap, Unlevered and Near Term Silver Producer
: I don't have a problem with this company, it looks long term...
more »
fireball
on
Uranium's Hot, But This One's Not: The Short Case On USEC (USU)
: david take a look at silex.
more »
David Segelov
on
VeriSign's News Corp. Deal Signifies Renewed Focus - But Big Challenges Remain
: Nov 22 announcement of a $250M charge to earnings is...
more »
David Segelov
on
VeriSign's News Corp. Deal Signifies Renewed Focus - But Big Challenges Remain
: Nice payoff if you can get it. What cant Mr Irvin say that might...
more »
David Segelov
on
Psivida Shares Drop 20% -- Should Recover Soon (PSDV)
: Another bad deal for PSDV shareholders as the company uses its...
more »
David Segelov
on
Uranium's Hot, But This One's Not: The Short Case On USEC (USU)
: I am really bullish on uranium. The sole US stock USU is not the...
more »
David Segelov
on
Solar Stocks Don't Necessary Rebound With Oil: The Short Case on SunPower
: Aleo Solar (A German public company) released 3Q figures three...
more »
David Segelov
on
Psivida Shares Drop 20% -- Should Recover Soon (PSDV)
: My view is that they did a "toxic convert" - see WSJ 25th August...
more »
Faisal Laljee
on
Insmed's Stock Already Has Worst Case Scenario Priced In (INSM)
: Did you not see what happened to VLTS? And thats a story that even...
more »
brian leedman
on
Psivida: A Biotech Platform With Great Potential (PSDV)
: Thanks David, although the article does not mention the 4...
more »
Yaser Anwar_
on
9 Reasons Why I'm Short Verisign (VRSN)
: Great Article, just wanted to ad: 1) The company is on an...
more »
Latest Comments on David Segelov's Articles
Latest Comments on David Segelov's Articles