Seeking Alpha
View as an RSS Feed

DoctoRx  

View DoctoRx's Comments BY TICKER:
Latest  |  Highest rated
  • Celgene: A Pre-Earnings Discussion Based On Recent News [View article]
    Stephen, thanks for your very generous comment. The market is acting a little rocky; there are lots of gains embedded in biotech. Increased volatility would not be a surprise.
    Apr 17, 2015. 02:23 PM | 2 Likes Like |Link to Comment
  • Celgene: A Pre-Earnings Discussion Based On Recent News [View article]
    Thanks, Ray, for your kind words. I enjoy your work as well.

    GLTUA!
    Apr 17, 2015. 02:22 PM | 1 Like Like |Link to Comment
  • Celgene: A Pre-Earnings Discussion Based On Recent News [View article]
    You're welcome, mary. Congrats on your long term success w CELG and good luck.
    Apr 17, 2015. 02:21 PM | Likes Like |Link to Comment
  • Lumber Prices Fall Sharply: Implications For Bonds And Different Stock Market Sectors [View article]
    netbluesky, nice pickup, your correction is appreciated. I will correct - it's no fun getting old. :-)
    Apr 17, 2015. 12:29 PM | Likes Like |Link to Comment
  • How Taiwan Semiconductor Has Bet Big On IoT With 10nm Nodes [View article]
    Thanks, Joseph.
    Apr 16, 2015. 02:52 PM | Likes Like |Link to Comment
  • How Taiwan Semiconductor Has Bet Big On IoT With 10nm Nodes [View article]
    Great writeup, Brian. One question. You said that:

    "TSM was lucky to have done so well in two consecutive die shrinks, the 28nm and 20nm..."

    Do you think this was due more to luck or more to skill and dedication?
    Apr 16, 2015. 02:03 PM | Likes Like |Link to Comment
  • Why Portola's Andexanet In Phase 3 May Be Worth Much More Than Its Market Cap [View article]
    Agreed.

    And per Rodgers and Hammerstein, may you never "WalkTheTalk" alone. :-)
    Apr 16, 2015. 12:48 PM | Likes Like |Link to Comment
  • Is Biogen A Buy? An Analysis Of Its Growth Drivers And Challenges [View article]
    john, yes, the traders are having a field day with oil/gas prices. Where it ends, nobody knows.

    Scangos is top tier indeed.
    Apr 16, 2015. 10:42 AM | 1 Like Like |Link to Comment
  • Taiwan Semiconductor Manufacturing beats by $0.01 [View news story]
    Stock is undervalued. Another double digit EPS growth year projected by mgmt. Long TSM.
    Apr 16, 2015. 10:09 AM | Likes Like |Link to Comment
  • Lumber Prices Fall Sharply: Implications For Bonds And Different Stock Market Sectors [View article]
    And, noting the date of your thoughtful comment, with taxes. Just like the Romans...
    Apr 16, 2015. 09:12 AM | Likes Like |Link to Comment
  • Why Portola's Andexanet In Phase 3 May Be Worth Much More Than Its Market Cap [View article]
    stocknerd, appreciate the GLTUA from you. PTLA is not right for a great many investors; that much I believe firmly. High risk indeed.
    Apr 15, 2015. 08:46 PM | Likes Like |Link to Comment
  • Why Portola's Andexanet In Phase 3 May Be Worth Much More Than Its Market Cap [View article]
    To all: This comment thread is A++. Many, many thanks to all. The quality of this post-article discussion is just amazing.
    Apr 15, 2015. 08:44 PM | 1 Like Like |Link to Comment
  • Why Portola's Andexanet In Phase 3 May Be Worth Much More Than Its Market Cap [View article]
    Thanks very much, Dr. Valdez. Nicely explained.
    Apr 15, 2015. 08:41 PM | Likes Like |Link to Comment
  • Lumber Prices Fall Sharply: Implications For Bonds And Different Stock Market Sectors [View article]
    ipaesbale, thanks for reading and commenting. Homebuilding per national stats is slowly recovering. Whether there remains much of an overhang of empty homes plus still-underwater homeowners is unclear. I've seen it argued both ways lately. I do think that Seattle is doing well economically. It is benefitting from trade with China and the number of strong large companies located in and around Seattle.

    Also see rlp2451's very detailed response to you.
    Apr 15, 2015. 08:39 PM | Likes Like |Link to Comment
  • Lumber Prices Fall Sharply: Implications For Bonds And Different Stock Market Sectors [View article]
    rlp, that was a great response (author's pick). This sort of information is one of the major reasons I write these articles.
    Apr 15, 2015. 08:35 PM | Likes Like |Link to Comment
COMMENTS STATS
2,518 Comments
2,367 Likes