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Don Dion

 
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Latest  |  Highest rated
  • IPO Lockup Period Expiration: Michaels Companies [View article]
    Year end can be causing portfolio adjustments. Over many lock ups , the strategy seems to work pretty good.
    Dec 21, 2014. 05:09 PM | Likes Like |Link to Comment
  • Short Selling: Cleaning Up After Elephants [View article]
    Guy,

    Thank you for your detailed article.

    What are your thoughts on shorting around lock up periods?

    See our research here-http://seekingalpha.co...

    Thank you

    Don Dion
    Dec 21, 2014. 09:55 AM | Likes Like |Link to Comment
  • IPO Lockup Period Expiration: Michaels Companies [View article]
    Light trading days sometimes causes increased volatility.
    Dec 21, 2014. 09:21 AM | Likes Like |Link to Comment
  • A Short Sale Materializes For Materialise NV [View article]
    Also, we are not affiliated with the Peter Dion Foundation and never have been but we are happy they have supported education of students.
    Dec 21, 2014. 09:20 AM | Likes Like |Link to Comment
  • A Short Sale Materializes For Materialise NV [View article]
    Bahamas,

    As we disclosed, we were short when we wrote the article and it worked our great for us going into the lock up expiration which is the idea we wrote about.

    Don
    Dec 21, 2014. 09:17 AM | Likes Like |Link to Comment
  • Buy Virgin America As It Flies Into Christmas Quiet Period Expiration [View article]
    jh,

    You're welcome.

    Don
    Dec 19, 2014. 06:48 AM | Likes Like |Link to Comment
  • In A Quiet Week For IPOs, Bellicum Pharmaceuticals Stands Out [View article]
    Nice launch!
    Dec 18, 2014. 06:07 PM | Likes Like |Link to Comment
  • The Moving Parts Of Histogenics' Attractive IPO [View article]
    Let's see what happens in the Phase II and Phase III.
    Dec 17, 2014. 08:38 PM | Likes Like |Link to Comment
  • A Short Sale Materializes For Materialise NV [View article]
    ds,

    We do disclose that we are short the stock at the very top of the article.

    Also, please review the chart for the past couple of weeks and you will see that this stock in riding the escalator down.

    Don
    Dec 16, 2014. 04:49 PM | Likes Like |Link to Comment
  • Bluebird Biotechnology Lock Up Expiration May Cause Stock To Land [View article]
    It actually did land in December of 2013 when we wrote the article.
    Dec 14, 2014. 05:02 PM | Likes Like |Link to Comment
  • With Insiders Likely Itching For Profits, Short Opportunity Ahead For Radius Health Investors [View article]
    The stock did go down in early December which was our short idea.
    Dec 14, 2014. 03:57 PM | Likes Like |Link to Comment
  • Despite Risks To Long-Term Growth, Short Term Buying Opportunity With Calithera Biosciences At Upcoming Quiet Period Expiration [View article]
    We love the chart!
    Dec 13, 2014. 03:33 PM | Likes Like |Link to Comment
  • Hold Off On Hortonworks IPO [View article]
    INT,

    Thank you for your comment. We certainly don't get them all right but we will keep trying.

    Don
    Dec 13, 2014. 03:32 PM | Likes Like |Link to Comment
  • A Short Sale Materializes For Materialise NV [View article]
    we did disclose at the top of the article that we are short and have been happy that this stock has been on a nice elevator ride from the 11th floor to the 8th floor. also, this is a short term paly for us. you may be 100% right about your thesis for the medium to long term.
    Dec 13, 2014. 03:30 PM | Likes Like |Link to Comment
  • Imprivata: Signs Of Decline Heading Into Late December Lockup Expiration [View article]
    2,

    Most if not all of the "Wall Street Analsts" that you mentioned were part of the underwriters who got paid the big bucks to take this company public.

    The stock is bid down in Pre market.

    I'd like to see this stock quickly move down through the support level of $12.80 based on the lock up expiration and tax selling which would give SA readers a nice quick profit on our short play.


    Don
    Dec 12, 2014. 07:30 AM | Likes Like |Link to Comment
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