Seeking Alpha
View as an RSS Feed

Giovanni di Maggio  

View Giovanni di Maggio's Comments BY TICKER:
Latest  |  Highest rated
  • Telefonica: This 5.7% Yield Rebounding Telecom Is Worthy Of Serious Consideration [View article]
    This pump is ridiculous. The stock is by no means to be considered a dividend stock.
    Even a company with no earnings and no free cash can "pay" script dividends.
    It's just dilution.
    The key statistics in Yahoo tell me
    1) Trailing P/E (ttm, intraday): 21.49
    2) Forward P/E (fye Dec 31, 2016): 15.96
    where is this under 14? Why would this be a deal?
    3) dividend payout is 123.00%. Wow. I am looking for not more than 60%, possibly less than 50% in a solid divi stock.
    4) Graham number "at first glance" (P/B=5.22) is $8.94 vs. pps of $14.68 today. Does not make me feel comfortable. Given that the Graham number as a valuation measure for the margin of safety is based on book value (5.22) and this number includes includes intangibles, at second glance there is no positive equity and thus not even a calculable GN. Excluding intangibles the net equity is $ -31,884,000.
    May 19, 2015. 05:35 PM | 1 Like Like |Link to Comment
  • What Elon Musk Is Really Selling [View article]
    @Pitti "Arguments should be encouraged."
    And which are your arguments? "There is no climate change"?
    How scientific is that?
    CO2 climate isn't a gues, it's a fact. The conclusions may be a guess. The measurements are not.
    May 10, 2015. 10:43 AM | 4 Likes Like |Link to Comment
  • Concurrent Computer Offers A 7.8% Yield [View article]
    Nice find, good comment 496.
    May 2, 2015. 05:37 PM | 1 Like Like |Link to Comment
  • Ebola Stocks: A Real Portfolio Killer [View article]
    There are cheap contactless thermometers for sale in every pharmacy. Do they have the scale to make their's cheaper? me don't think so.
    Oct 13, 2014. 01:54 PM | Likes Like |Link to Comment
  • A123's Bankruptcy And Tesla: 2 Sides Of The Same Coin, Or Are They? [View article]
    Sorry, could you please repeat? Maybe terminating phrases with points. I have no idea what you are trying to say.
    Nov 7, 2013. 03:03 AM | Likes Like |Link to Comment
  • Sangamo BioSciences (SGMO -4.5%) takes a bit of a hit this morning, despite the presentation of new data demonstrating the successful application of its In Vivo Protein Replacement Platform in a mouse model. The company, in partnership with Shire (SHPG +1.8%), is developing ZFP Therapeutics for both hemophilia A and B using this approach. The data was presented late last week at the 16th Annual Meeting of the American Society of Gene and Cell Therapy in Salt Lake City. [View news story]
    I agree with jsmith9248
    May 20, 2013. 03:46 PM | Likes Like |Link to Comment
  • Sangamo BioSciences (SGMO -3.7%) stabilizes after a volatile opening this morning, albeit lower, after announcing the presentation of encouraging new clinical data from its program to develop a ZFP Therapeutic for HIV/AIDS. The data, which demonstrates that SB-728-T treatment results in a reduction in the HIV reservoir in HIV-infected subjects, is being presented at the 16th Annual Meeting of the American Society of Gene and Cell Therapy.  [View news story]
    Good chance to buy some cheap shares. Results for HIV are good and this is by far not the only drug in the pipeline. As with all biotechs, patience is required.
    May 15, 2013. 02:24 PM | Likes Like |Link to Comment
  • Oncolytics: A Failing Biopharma, Or An Opportune Buy? [View article]
    I am in ONCY for 8 years now. Started accumulating around 2.50, added a lot in the low "ones" and sold enough in the exuberant "sixes" to have all free shares as it was obviously too early to fly so high. There would have been dilution that would bring it down again and I waited for that. Bought more again last year and this year on weakness. As robmx says, shorts are our friends. ONCY is at the same time an excellent long term play and a traders dream. Very predictable medium term, but patience is key. It feels good to see juicy gains on the horizon for the shares you hold as a base and to know that you will have made even a good deal if they went bankrupt right now (which they won't).
    For those who are not there yet, now is the time to accumulate, maybe keep some cash to buy more in case they drop more.
    Methinks one does not even have to wait for best appreciation until they have their product on the market because a buy-out by big pharma can happen anytime.
    (Bio-)technically Hank and mpc723 are right, the virus is not modified. As to the note that Reolysin has been 'developed from a reovirus', this has to be read the way that Reolysin as an injectable carrier solution containing the live virus has been developed in a long process. It is quite tricky to maintain a virus live and in a controlled concentration for sufficient time in order to make it commercially usable. This is why Reolysin is much more than just a natural virus.
    May 11, 2013. 11:13 PM | 2 Likes Like |Link to Comment
  • Uranium's Dirty Little Secret - Investors Take Note [View article]
    In order to argue in favor of nuclear energy there is no need to lie about or downplay the radiation damages that the Hiroshima and Nagasaki bombs caused. You claim without proof that "
    ... the nuclear bombings of Hiroshima and Nagasaki produced about 630 deaths from various cancers and leukemia. That's from the 90,000 survivors of the blast to this day.
    The health of survivors has been monitored since the bombings in 1945. There have been an estimated 527 excess deaths from solid cancers and 103 from leukemia."
    You don't quote your sources, typical for people who lie for propaganda reasons. You neither talk about people who remained infertile or had other non fatal radiation seizures nor the many malformed or dead children that were born from mothers who had received radiation.
    There are many sources that prove you wrong, only one of them is Wikipedia which, opposite to you, quotes the sources:
    "Estimates of total deaths by the end of 1945 from burns, radiation and related disease, the effects of which were aggravated by lack of medical resources, range from 90,000 to 166,000.[1][92] Some estimates state up to 200,000 had died by 1950, due to cancer and other long-term effects.[93] Another study states that from 1950 to 2000, 46% of leukemia deaths and 11% of solid cancer deaths among bomb survivors were due to radiation from the bombs, the statistical excess being estimated to 200 leukemia and 1700 solid cancers."
    Looks that these people don't count for you.
    Another lie is that heavy accidents in nuclear plant happen once in some hundred of year. In my own lifetime I have seen several, the worst of which was Czernobyl.
    This notwithstanding I agree that nuclear (fission) energy will be needed for a while and that the Uranium industry is not at all dead.
    May 6, 2013. 08:09 PM | Likes Like |Link to Comment
  • Longwei Petroleum Vs. GeoInvesting: Someone's Wrong [View article]
    If they were serious, they would accept it. But Quoth is probably right. They won't.
    Mar 25, 2013. 01:56 PM | 1 Like Like |Link to Comment
  • Oncolytics Sharply Overvalued Following REO 018 Trial Failure [View article]
    Never mind. Those who understand the story and have been in this stock patiently for years (myself for 8 years now) have seen the drop as a chance to load up again. This company not only will eventually be worth multiples of what it is today even after the little runup, it has been a traders dream that allowed you to load the truck on the many dips and then take some off the table at the many peaks and reload again when others were scared.. Some of us have now many times the shares than we began with and not only have them all for free but even have already accumulated a nice profit. It's only those who don't know the company, its management and the details of the trials who lose on bearish drops. Shorters may have made some money shorting the peaks, but they will never have the fun to see the stock run to multiples of todays pps. What is our delight is their nightmare.
    Dec 13, 2012. 03:37 PM | 2 Likes Like |Link to Comment
  • Oncolytics Sharply Overvalued Following REO 018 Trial Failure [View article]
    Happy shorting! ONCY up well over 60% this morning. Yesterday something must have leaked already because it went up steadily over the entire day, just to be clobbered down to a more moderate increase by two sales well below bid, 2 seconds after 4 p.m. Whaddayasay now? How much did you loose on this bet? Or did you get out in time yesterday?
    Looking forward to your praising commenr "I told you so".
    Dec 13, 2012. 10:21 AM | 2 Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    I guess you would qualify most scandinavian countries as "socialist". Indeed thay have many things US republicans despise. Nonetheless they are faring very well, far from "equal distribution of misery". Looks like people there are happier than US Americans if you can trust public polls and rankings. (
    Nov 8, 2012. 08:42 AM | 3 Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    So if the wealthy "produce" more than they consume, what did Romney "produce" by splitting up companies and selling the parts? Wasn't that destroying jobs? How does this help the working middle class? Doubling the armament expense seemingly would pour money into a part of the industry, thus creating jobs there. But what do they prioduce that would better the quality of life of the American people? Stuff that hopefully will never be used and just be scrapped after some time or, otherwise, will cost the lives of Americans and innocent civilians elsewhere. This was Romneys plan afaik. Was this really a viable alternative? And regarding "too many regulations", isn't corporate America governing whatever president has been elected? Isn't Monsanto doing whatever they want thanks to their narrowly knitted relations with the public administration (continuous exchange of executives between both)? Are we allowed to read clearly on food labels if the product contains GMO? This is only one example. And regarding regulations in minining and extracting industries, is it really better to accept cancers and other diseases caused by pollution than to regulate the environmental impact of these industries? It may be better for those who command these industries from a safe place, but certainly not for the workers on site and the people who live in that area. This could go on and on. Making money is good, but not at any cost.
    Nov 8, 2012. 08:31 AM | 5 Likes Like |Link to Comment
  • A123's Bankruptcy And Tesla: 2 Sides Of The Same Coin, Or Are They? [View article]
    As long as they are heavily subsidized with tax money, they are also a political question. It is a political question whether to pour tax money into a product that looks green only on the surface and overall is neither ecologically nor economically rational.
    Oct 22, 2012. 11:00 AM | 2 Likes Like |Link to Comment