Upcoming Lawsuits Will Likely Leave Affymax Shareholders With Nothing [View article]
The question becomes where is the funding for the investigation coming from? And what is the current state of the investigation? These are things only insiders know. To say they would need more loans for the investigation may or may not be true; if Takeda is funding enough of it, then there would be no need and then it is great that AFFY paid off its existing debt.
Ultimately, nobody on the outside knows at this point. We can only be optimistic or pessimistic based on the information we know, and paying off debt sounds like a positive sign to me. As has been said, companies going bankrupt don't make it a top priority to pay off their debt first. Very bullish.
Upcoming Lawsuits Will Likely Leave Affymax Shareholders With Nothing [View article]
In regards to the pessimism in the 10K and related press releases, it is reasonable to say, however, the pessimistic statements are for protection and liability purposes.
Think about it: if three lawsuits against Affymax seem bad right now, just picture how many lawsuits there would be if the company gave a *positive* press release (such as "there is good hope Omontys is coming back" or to the like), and then the company goes BK instead. Or the FDA rejects Omontys altogether, or so on. Then people would be shouting, "Why didn't Affymax mention they were considering bankruptcy???!!!" and calling their lawyers.
The company would be sued into the next millennium for NOT warning investors about the potential for BK/layoffs/etc..!! Damned if you do, damned if you don't really.
Upcoming Lawsuits Will Likely Leave Affymax Shareholders With Nothing [View article]
Let's just summarize AFFY at this point:
Monday - OMONTYS lives!! $300 by Friday!!! Tuesday - The world is ending!! AFFY is already bankrupt!! The management is a conspiracy theory against shareholders!!
And repeat for the rest of the week/month.....
It is sad to see that people change their entire sentiment off of one article-just look at Chelsea Therapeutics last week after a Seeking Alpha article came out saying it could double.
Utilities: Boring Dead Weights Or Solid Long-Term Investments? [View article]
I like your article. I am young and I am more focused on growth stocks and such, but hearing your wisdom and experience really puts life into perspective for me and inspires me to start focusing dividend growth stocks for when my next 20-30 years have passed. Good article!
Is Keryx Biopharmaceuticals A Good Buy At $9+? [View article]
KERX is definitely ready for a correction. The volume has declined compared to Monday (the start of this explosion) and clearly, the percent increase each day is now very little. I've already sold and realised my profits. I think it is safe to wait for the pullback before buying more for a longer-term run.
This 9%-Yielder Has Paid 146 Consecutive Dividends [View article]
I am going to ignore StreetAuthority. Very misleading title and I agree with the majority here: this dividend is hardly anything to write about-a special dividend is exactly that: "special," not expected.
2 Solid Stocks And 1 Gamble For A Successful Holiday Season [View article]
sundate36, thank you for your post. I apologize for the late reply.
I have also increased my position, thus lowering my average. I feel the stock has also found support, as you mentioned, and as January 1st comes closer, the stock should at least start heading upward. With the new CEO slowly but surely coming into play, I think the longer-term gains for VRML are slowly coming together. I'm definitely holding this for a while.
Starbucks Not My Cup Of Tea At These Levels [View article]
I completely disagree with this article. Teavana realistically could not have been priced in because SBUX has traded in the $50 area for several months now-well before the Teavana news was released.
Additionally, the headline today is that Starbucks wants to open 1500 more stores in the United States alone, in addition to reaching 1500 in China by 2015. It also will report in January its first quarter with Verisimo sales, which supposedly have been doing quite well given the initial demand figures.
Starbucks still has plenty of room to run and it hardly has reached a plateau. For the super short term-maybe two weeks to a month-there might not be much movement. But the winter season historically does amazing for the company, and there are plenty of new initiatives that have nowhere near been priced in.
Don't Believe Us? Test The Teas Yourself [View article]
There are several things I would like further consideration on.
First, you mention, "We called and visited a few Teavana locations over Black Friday weekend to hear whether the Company's sales tactics have changed." How many did you visit and call on Black Friday, and how did it compare to your intial calls/visits before testing? You also mentioned calling the Customer Service telephone line and asking, prior to laboratory testing, but not after the results came back. I am hesitant to feel convinced they truly dictated a change in their pitch, post-lab results, simply because a few cashiers said other than you were expecting.
Second, I also am hesitant to feel convinced based off of one lab's results. It is extremely common for companies, such as biotechnology companies, as well as scholars to test products and items through multiple different independent sources. To test it through one lab and consider their results to be absolutely conclusive-enough to build an entire short-stock case and publish it worldwide-is weak, in my opinion. I have a degree in Psychology and I know if I ever presented a thesis that not only supports my well-established personal bias, but also uses one single sole source of research that I hand-picked, my studies would hardly be reputable or viewed as competent. Research, on this scale and in this scope, should hold the same standards.
With only one laboratory researching, there are many things that could have occured that would not be validated without a second opinion. This is common knowledge-again, consider the case of biotechnology companies testing their products through multiple labs and research studies. You recommend investors conduct their own research through their own contacts with a different laboratory. Do we have these results? Has anybody actually done this? Has this issue turned into a lawsuit? Surely you could enjoy a better financial gain through a large-scale lawsuit than simply hoping your stock position pays off in reaction to your research.
In summary, considering your (assumably) large short position in TEA, and the fact that only one choice lab was consulted, I do not feel convinced but rather see this as a weak, biased science experiment.
I hold no position in TEA nor do I have any plans to. I have no financial interest either way.
2 Solid Stocks And 1 Gamble For A Successful Holiday Season [View article]
Thanks sundate36! I hope you got in at the lower price, closer to $1.20. I am still at a slight loss but I am appreciative for every cent closer to my buy price! And this 40+% jump for the OVA-1 study helps greatly. Good news!
Monthly Pay Dividend Dogs: November 'Upsiders' Vs. 'Buy And Holders' [View article]
Another advantage to monthly dividend payers is the benefits gained by reinvesting the dividends and, consequentially, obtaining more shares sooner. This can make a difference in stocks that noticeably change in price frequently-I'd rather get 10 more shares from my dividend now at, say $5, than wait until the end of the quarter when the price has rised to, say $7. Good article!
Hewlett-Packard: Slow And Possible Recovery [View article]
I have a feeling the only thing that could send it sharply lower, excluding any more one-time surprise bad news reports, would be a slash in the dividend. That would really send it to new lows! Otherwise, I see this stock either flat or slightly upward in the next 1-2 years.
2 Solid Stocks And 1 Gamble For A Successful Holiday Season [View article]
Thanks for your feedback, sundate36. Always appreciated.
I followed along with their earnings call yesterday, November 12, and enjoyed hearing that their loss has decreased further-$0.13 cents per share compared to a loss of $0.31 cents in 2011. This is good news as the company improves a little more each quarter. As for earnings, I feel the company will slowly but surely make its way back to profitability, at which point this naturally should reflect in the stock price.
Second, CEO Gail Page discussed in the earnings conference yesterday that a recent payback in October of $5.9 million in debt to Quest Diagnostics is not a sign of a lack of confidence from Quest, but rather an act of good faith.
Page stated, "Contrary to what has been portrayed in some non-Vermillion material, our repayment of the Quest loan is not a result of a lack of interest by Quest in OVA1, but rather an ordinary course payment of liabilities as they come due." While there may be more to the story than this, the best I can do is trust her statements and feel good knowing that there is no "bad blood" between Quest and Vermillion.
Page also mentioned that the Department of Defense has adopted OVA-1 during the recent quarter at the same list price of $650. This is significant, in hindsight, and reinforces my confidence that the test should be a huge growth driver for the company in the coming years.
I feel once the company becomes profitable (my prediction: by 2nd quarter 2013, but just my opinion alone), OVA-1 gains momentum with its new CPT code, and Gail Page is replaced by a new CEO (which the company is currently searching for and anticipating anytime now), I think the company should make an amazing rebound. I probably will increase my position in the company the next day that the price drops a bit from its current $1.30.
What is your opinion on the earnings call? Optimism or pessimism? Thanks.
My disclaimer is the typical: please do your own due diligence and accept this as my opinion alone, to supplement your own research and decisions. Thank you and good luck.
Let's Wait And See With Dr. Pepper Snapple Group [View article]
Thank you for your feedback cheesepep. I agree that there are many consumers that enjoy drinking Dr. Pepper. I enjoy the drink very much, and find it to be my drink of choice compared to Pepsi or Coca-Cola.
I do think that there is a good amount of potential for DPS. However, at this time, I find it safer to stand on the sidelines as the company awaits more clearly defined growth plans and ways to take advantage of the potential for the company.
Starbucks Will Excel This Holiday Season [View article]
Thanks for your comment, niuecon. Very true, and a very nice bonus for longs such as myself! I am very excited and I feel this is now going to be a long-term dividend growth opportunity, as well as a good growth stock. Thanks again.
Upcoming Lawsuits Will Likely Leave Affymax Shareholders With Nothing [View article]
Ultimately, nobody on the outside knows at this point. We can only be optimistic or pessimistic based on the information we know, and paying off debt sounds like a positive sign to me. As has been said, companies going bankrupt don't make it a top priority to pay off their debt first. Very bullish.
Upcoming Lawsuits Will Likely Leave Affymax Shareholders With Nothing [View article]
Think about it: if three lawsuits against Affymax seem bad right now, just picture how many lawsuits there would be if the company gave a *positive* press release (such as "there is good hope Omontys is coming back" or to the like), and then the company goes BK instead. Or the FDA rejects Omontys altogether, or so on. Then people would be shouting, "Why didn't Affymax mention they were considering bankruptcy???!!!" and calling their lawyers.
The company would be sued into the next millennium for NOT warning investors about the potential for BK/layoffs/etc..!! Damned if you do, damned if you don't really.
Upcoming Lawsuits Will Likely Leave Affymax Shareholders With Nothing [View article]
Monday - OMONTYS lives!! $300 by Friday!!!
Tuesday - The world is ending!! AFFY is already bankrupt!! The management is a conspiracy theory against shareholders!!
And repeat for the rest of the week/month.....
It is sad to see that people change their entire sentiment off of one article-just look at Chelsea Therapeutics last week after a Seeking Alpha article came out saying it could double.
Utilities: Boring Dead Weights Or Solid Long-Term Investments? [View article]
Is Keryx Biopharmaceuticals A Good Buy At $9+? [View article]
This 9%-Yielder Has Paid 146 Consecutive Dividends [View article]
2 Solid Stocks And 1 Gamble For A Successful Holiday Season [View article]
I have also increased my position, thus lowering my average. I feel the stock has also found support, as you mentioned, and as January 1st comes closer, the stock should at least start heading upward. With the new CEO slowly but surely coming into play, I think the longer-term gains for VRML are slowly coming together. I'm definitely holding this for a while.
Thanks again, and good luck!
Starbucks Not My Cup Of Tea At These Levels [View article]
Additionally, the headline today is that Starbucks wants to open 1500 more stores in the United States alone, in addition to reaching 1500 in China by 2015. It also will report in January its first quarter with Verisimo sales, which supposedly have been doing quite well given the initial demand figures.
Starbucks still has plenty of room to run and it hardly has reached a plateau. For the super short term-maybe two weeks to a month-there might not be much movement. But the winter season historically does amazing for the company, and there are plenty of new initiatives that have nowhere near been priced in.
Don't Believe Us? Test The Teas Yourself [View article]
First, you mention, "We called and visited a few Teavana locations over Black Friday weekend to hear whether the Company's sales tactics have changed." How many did you visit and call on Black Friday, and how did it compare to your intial calls/visits before testing? You also mentioned calling the Customer Service telephone line and asking, prior to laboratory testing, but not after the results came back. I am hesitant to feel convinced they truly dictated a change in their pitch, post-lab results, simply because a few cashiers said other than you were expecting.
Second, I also am hesitant to feel convinced based off of one lab's results. It is extremely common for companies, such as biotechnology companies, as well as scholars to test products and items through multiple different independent sources. To test it through one lab and consider their results to be absolutely conclusive-enough to build an entire short-stock case and publish it worldwide-is weak, in my opinion. I have a degree in Psychology and I know if I ever presented a thesis that not only supports my well-established personal bias, but also uses one single sole source of research that I hand-picked, my studies would hardly be reputable or viewed as competent. Research, on this scale and in this scope, should hold the same standards.
With only one laboratory researching, there are many things that could have occured that would not be validated without a second opinion. This is common knowledge-again, consider the case of biotechnology companies testing their products through multiple labs and research studies. You recommend investors conduct their own research through their own contacts with a different laboratory. Do we have these results? Has anybody actually done this? Has this issue turned into a lawsuit? Surely you could enjoy a better financial gain through a large-scale lawsuit than simply hoping your stock position pays off in reaction to your research.
In summary, considering your (assumably) large short position in TEA, and the fact that only one choice lab was consulted, I do not feel convinced but rather see this as a weak, biased science experiment.
I hold no position in TEA nor do I have any plans to. I have no financial interest either way.
2 Solid Stocks And 1 Gamble For A Successful Holiday Season [View article]
Monthly Pay Dividend Dogs: November 'Upsiders' Vs. 'Buy And Holders' [View article]
Hewlett-Packard: Slow And Possible Recovery [View article]
2 Solid Stocks And 1 Gamble For A Successful Holiday Season [View article]
I followed along with their earnings call yesterday, November 12, and enjoyed hearing that their loss has decreased further-$0.13 cents per share compared to a loss of $0.31 cents in 2011. This is good news as the company improves a little more each quarter. As for earnings, I feel the company will slowly but surely make its way back to profitability, at which point this naturally should reflect in the stock price.
Second, CEO Gail Page discussed in the earnings conference yesterday that a recent payback in October of $5.9 million in debt to Quest Diagnostics is not a sign of a lack of confidence from Quest, but rather an act of good faith.
Page stated, "Contrary to what has been portrayed in some non-Vermillion material, our repayment of the Quest loan is not a result of a lack of interest by Quest in OVA1, but rather an ordinary course payment of liabilities as they come due." While there may be more to the story than this, the best I can do is trust her statements and feel good knowing that there is no "bad blood" between Quest and Vermillion.
Page also mentioned that the Department of Defense has adopted OVA-1 during the recent quarter at the same list price of $650. This is significant, in hindsight, and reinforces my confidence that the test should be a huge growth driver for the company in the coming years.
I feel once the company becomes profitable (my prediction: by 2nd quarter 2013, but just my opinion alone), OVA-1 gains momentum with its new CPT code, and Gail Page is replaced by a new CEO (which the company is currently searching for and anticipating anytime now), I think the company should make an amazing rebound. I probably will increase my position in the company the next day that the price drops a bit from its current $1.30.
What is your opinion on the earnings call? Optimism or pessimism? Thanks.
My disclaimer is the typical: please do your own due diligence and accept this as my opinion alone, to supplement your own research and decisions. Thank you and good luck.
Let's Wait And See With Dr. Pepper Snapple Group [View article]
I do think that there is a good amount of potential for DPS. However, at this time, I find it safer to stand on the sidelines as the company awaits more clearly defined growth plans and ways to take advantage of the potential for the company.
Starbucks Will Excel This Holiday Season [View article]