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  • A Reduction In U.S. Telecom CapEx Won't Hurt Nokia, Alcatel-Lucent [View article]
    Like Silli-con doc my readers and I are seriously ahead on Nokia
    Like many Americans I did once own Lucent after the AT&T breakup
    but I was not on board when it merged into Alcatel. In my view NOK
    is not barking
    Nov 27, 2015. 01:30 PM | Likes Like |Link to Comment
  • There's A Measure Of Irony In Today's China Rally [View article]
    good note and interesting controversy over the statistics. the interconnection between China and Hong Kong markets now is confined to institutional investors which is the big difference from the ADR market Paulo cites.
    Nov 5, 2015. 09:44 AM | Likes Like |Link to Comment
  • Compugen's (CGEN) CEO Anat Cohen-Dayag On Q3 2015 Results - Earnings Call Transcript [View article]
    to mediate person killing make of cancer saline’s [ph] expressing these protein. The recent expression and functional data suggest first in class clinical opportunities for CGEN-15027 ADC anti-bodies in the treatment
    like patterns for patents this is another indicator of misinformed transcript writers who need to be given a vocabulary list before being set loose on a company's talks.
    Nov 3, 2015. 04:18 PM | Likes Like |Link to Comment
  • Compugen's (CGEN) CEO Anat Cohen-Dayag On Q3 2015 Results - Earnings Call Transcript [View article]
    you mean patents not patterns. I am not sure if it is the Israeli accent or the people doing the transcripts which are at fault but Seeking Alpha needs to deliver a list of words for the industry which is reporting. The word patents is absolutely crucial in the case of a biotech startup. So seekingalpha gains another gamma triple minus score with CGEN transcript
    Nov 3, 2015. 04:14 PM | Likes Like |Link to Comment
  • The Herbalife Short Case Just Got Stronger And The Market Has Taken No Notice [View article]
    if you are in Britain, Connor, the easy way to short Herbalife is to buy into Bill Ackman's Dutch-incorporated closed-end fund or in UK English investment trust, listed in London. It is called Pershing Square Holdings, PSH on the LSE.
    Pershing Square is next to Grand Central Station in Manhattan on East 42nd St. I am writing from near Mr Ackman's NYC office in the East 50's.
    PSH fell sharply last week over another problem he had by defending, Valeant, VRX, of Canada which it is long. The stock which trades in US$s (real money in the USA even for a short seller after all) is now at $21.o4 as of Friday's close. It worked out its net asset value on Wednesay after the close but of course that is not ancient history so I will not tell you it is below net asset value.
    Nov 1, 2015. 11:35 AM | 2 Likes Like |Link to Comment
  • Posco's Debt Is In Dollars But Most Of Its Sales Are In Won [View article]
    chipping in to help is an important South Korean symbolic measure and was used to extract the SK Won from the Asian Contagion in 1997. Probably before your time, but not before mine. '
    PKX borrows in dollars and may well be hedging the forex risk, which you didn't mention. there is no real global market in won in case it is not obvious.
    China is a threat of course but in practice China is in talks to license PKX technology for producing steel with less pollution (an big issue for the oligarchs and pols in Beijing who have to breathe the same air as mere mortals).
    While I do not copy Warren Buffett always in this case I agree with the Oracle of Omaha. PKX is not just a steelmaker; it is an advanced technology firm.
    Moreover it is not just a company; it is a national Seoul (soul) symbol and has been since it was privatized and ipo'd. So there is more support for PKX in its homeland if not on Wall Street than you seem to allow for.
    Oct 29, 2015. 03:34 PM | 1 Like Like |Link to Comment
  • Valeant: This Document Proves There's No Smoking Gun [View article]
    Early Retiree is a pseudonym of Bill Ackman's. 40792585 is that Australian short-seller Bronte.
    I think this site would gain a lot in credibility if the writers gave their real names and bios. Anonymous just won't cut it. So needs to change its rules.
    Oct 25, 2015. 11:19 AM | 5 Likes Like |Link to Comment
  • Bouncing Bomb [View article]
    Violet le Duc was a 19th century (male) French architect not a writer. I hope the rest of what you have to say is better sources
    Oct 13, 2015. 03:13 PM | Likes Like |Link to Comment
  • Is Schlumberger Nearing An Exit Point? [View article]
    you mean obviously not I hope obliviously
    Oct 13, 2015. 11:57 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron - Slower Growth, Better Results? [View article]
    we exited CBI after it went for a takeover of a firm we had owned. By the way, the articles cited above all fail to mention that despite its red-white-and-blue corporate name, Chicago Bridge & Iron is Dutch incorporated.
    Oct 11, 2015. 11:56 AM | 1 Like Like |Link to Comment
  • Can Posco Make The Transition From A Growth Model To A Mature Model? [View article]
    nice piece but the discounted cash flow table cannot be read if you magnify it, probably an error by seekingalpha rather than the author. A point of order. Nobody calls it Pohang Steel Co. any more as the company formally and legally changed its name to swinging Posco. And I also think Warren Buffett himself (as well as Charlie Munger) owns the shares. So do we.
    Oct 1, 2015. 03:55 PM | Likes Like |Link to Comment
  • American Express: Management Has To Go [View article]
    we already did this once before at
    American Express when it got rid of
    Three Sticks. It is in a different part
    of the business than Visa and MC
    Sep 4, 2015. 02:56 PM | 2 Likes Like |Link to Comment
  • Mazor Robotics' (MZOR) CEO Ori Hadomi On Q2 2015 Results - Earnings Call Transcript [View article]
    boston georgia? what is that?
    Jul 29, 2015. 09:09 AM | Likes Like |Link to Comment
  • Mazor Robotics' (MZOR) CEO Ori Hadomi On Q2 2015 Results - Earnings Call Transcript [View article]
    And we shouldn’t weakness of the company we shouldn’t use big volt to define the result.
    your transcript makes no sense
    Jul 29, 2015. 09:08 AM | Likes Like |Link to Comment
  • Mazor Robotics' (MZOR) CEO Ori Hadomi On Q2 2015 Results - Earnings Call Transcript [View article]
    Boston, Georgia? your transcript is poor
    Jul 29, 2015. 09:03 AM | Likes Like |Link to Comment