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  1. David Segelov on Alexco Resource: A Cheap, Unlevered and Near Term Silver Producer: On Dec 14th 2009 AXU did a small deal for Canadian Qualified... more »
  2. David Segelov on Five Reasons to Short Varian Medical Systems: really...seems that sales are struggling from my hospital... more »
  3. Fruffing on Five Reasons to Short Varian Medical Systems: Subsequent price action speaks for itself. Why bother posting if... more »
  4. bn1511 on Five Reasons to Short Varian Medical Systems: This, from someone who can't even spell Philips correctly! Thanks... more »
  5. 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 »
  6. 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 »
  7. fireball on Uranium's Hot, But This One's Not: The Short Case On USEC (USU): david take a look at silex. more »
  8. 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 »
  9. 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 »
  10. David Segelov on Psivida Shares Drop 20% -- Should Recover Soon (PSDV): Another bad deal for PSDV shareholders as the company uses its... more »
  11. 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 »
  12. 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 »
  13. 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 »
  14. 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 »
  15. brian leedman on Psivida: A Biotech Platform With Great Potential (PSDV): Thanks David, although the article does not mention the 4... more »