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Deja Vu  

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  • Apple settles with Motorola, will work with Google on patent reform [View news story]
    Finally looks like the short order cook realizes that he's been led up the garden path by trial lawyers who want never ending hourly fees...took him long enough...even longer than it took him to cook up a slightly larger phone than the current matchbox sized phone...
    May 16, 2014. 11:11 PM | Likes Like |Link to Comment
  • Athena CEO nonplussed about short sellers [View news story]
    Baghdad Bush
    May 9, 2014. 09:22 AM | Likes Like |Link to Comment
  • Apple wins $120M from jury in Samsung dispute, far short of $2B it sought [View news story]
    Perhaps now they can finally find time to make a larger screen iPhone.

    Wonder what the stock price will do monday...
    May 3, 2014. 08:19 AM | 1 Like Like |Link to Comment
  • Why The Chances Of The Government Shutting Down Herbalife Are Much Greater Than Zero [View article]
    Seeking Alpha seriously needs a block or filter button. There are innumerable "users" who simply post lengthy nonsensical comments over and over again in the same thread.

    Its getting tiresome scrolling past the trolls. If one could permanently filter certain users, Seeking Alpha would be much improved.
    May 1, 2014. 10:54 AM | 2 Likes Like |Link to Comment
  • Some Thoughts On Herbalife's Reported Q1 Results [View article]
    Tweet from Michelle Celarier, NYPost

    "$HLF plans to buy back a lot of shares "possibly through a contractual arrangement once the window opens Wed" Which big holder selling? "

    Looks like Uncle Icahn is packing his carpet bags....
    Apr 29, 2014. 12:53 PM | Likes Like |Link to Comment
  • Herbalife's Earnings A Case Study In Smoke And Mirrors [View article]
    Squeeze the stock, let Icahn & insiders sell into the squeeze and then when Icahn exits and HLF crashes on the news (as the money runs out for repurchases), Ackman gets his share of the loot. Only bagholders are going to be retail longs & whomever bought the convertible notes.

    I'm pretty sure Uncle Carl has his carpet bags ready to stuff in his profits as the repurchase happens and he sells out. It's going to be a period of steady stock price as Herbalife repurchases are offset by insiders and Icahn selling, followed by a crash.

    Barefaced ripoff maneuver conducted in the open, on the principle of the purloined letter. Ackman & Icahn, two sides of the same coin.
    Apr 29, 2014. 08:16 AM | 3 Likes Like |Link to Comment
  • 3 Things To Like About Gilead Sciences [View article]
    Changed my long position to bull call spreads, ,most of the upside, limits to the downside compared to holding stock long.

    Key points

    1. Headline risk - some stupid congress[wo]man attacks them publicly
    2. I discount payor risk - Sovaldi saves so much money on a lifetime basis, they will get paid
    3. Opportunity cost - if a headline sends GILD down, it might be a good trade, but if you hold stock long already, you will be nursing a loss plus buying more might create too much of a holding based on portfolio size
    4. I discount competitors - good sources tell me that Sovaldi is much better than competitors plus Abbvie CEO said they won't compete on price
    5. $112 billion is a huge market cap and despite the AstraZeneca news, a takeover/buyout may not happen in near future. That said GILD will be generating so much cash and profits, I don't see why it would not be a tempting target despite the market cap. Neutral on the takeover possiblities.
    6. Hopefully in addtion to BO, company starts dividends to get rid of excess cash - will put a floor under the stock.
    Apr 28, 2014. 09:27 AM | 1 Like Like |Link to Comment
  • Why Herbalife Is Heading To $65 [View article]
    There's a lot of buzz on twitter about the number of HLF "nutrition centers" in Mexico. A lot of money comes in through those "nutrition centers".

    You don't need a Las Vegas and casinos any more. Or chains of movie theaters.
    Apr 25, 2014. 08:03 PM | 2 Likes Like |Link to Comment
  • UAW veteran headed to GM board [View news story]
    No doubt he will guide GM to award even more unsustainable medical benefits, retirement pensions and jobs banks to the UAW. The UAW doesn't care if they drive GM into bankruptcy again, because they can buy the next politician to give them tax payer money in a lumpsum to fulfil promises made by a "private" company. As sure as eggs are eggs, GM will go bankrupt again. The $5 million the UAW gave to Obama got them $50 billion in taxpayer funds to fund thier retirement pensions and medical benefits. Has to be the greatest ROI ever.

    Meanwhile the waitress in Topeka, Kansas wonders why her 401(k) is so tiny.
    Apr 25, 2014. 03:01 PM | 12 Likes Like |Link to Comment
  • Netflix Likely To Break $400 This Week [View article]
    Again, QTR, same or better effect can be achieved by simultaneous purchase of vertical call and put spreads for a much smaller outlay.
    Apr 22, 2014. 01:44 PM | 1 Like Like |Link to Comment
  • Is Facebook Going To $53 Or $68 After Earnings? Doesn't Matter To Me [View article]
    Or you could buy a vertical weekly $66.5/68 call spread for net debit 0.34 cents (splitting the difference between bid and ask) and buy a 54.5/53 vertical put spread for debit of 0.27 cents (split bid ask spread) for net outlay of 61 cents plus trading fees per contract. True upside is capped but at either of those price points you don't break even, you are up 150% plus original price of contracts.
    Apr 22, 2014. 07:49 AM | 1 Like Like |Link to Comment
  • Dumb Investment Of The Week: Getting Involved In Herbalife - The Ultimate Wall Street Donnybrook [View article]
    When one titan slays another, it pays to be on the side of the right titan.
    Apr 21, 2014. 02:20 PM | 2 Likes Like |Link to Comment
  • GE marginally higher after mixed results [View news story]
    You have to understand the employee gets the 401(k) match only if they are employed on December 31st. It's a single yearly payment, not a match on each paycheck. So hey presto GE structurally cost saved someone's retirement after they worked all year for it. Hooray for the C-suite.
    Apr 17, 2014. 08:37 PM | Likes Like |Link to Comment
  • Goldman beats despite trading slowdown [View news story]
    I wait for the next Hollywood blockbuster "American Yakuza"...
    Apr 17, 2014. 08:14 AM | Likes Like |Link to Comment
  • Facebook slips; ITG data points to subdued Q1 numbers [View news story]
    Don't insult the people in Dirtstan. As the quaff their herbalife shakes since obesity is a problem in the years when there is no famine, they tweet and facebook their latest 3D creations. When they fall ill they quaff the Achtar gel from Questcor. To manage their goats they use BIG DATA from Palantir and Tableau. They have replaced their bazaar with software from Salesforce.com. They too have decided they don't want fossil fuels and have decided to acquire zero emission Tesla bullock carts.

    I only wonder why they hate the USA when we have such fine companies selling them valuable products.
    Apr 16, 2014. 10:48 AM | 5 Likes Like |Link to Comment
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