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Ian Bezek

 
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  • 3 Reasons To Avoid Alon USA Energy In The Wake Of A Recent Upgrade [View article]
    That's hilarious, comparing refining, to oil E&P. Refiners sell at less than .1 P/S in hard times up to about .3 P/S in boom periods. XOM typically trades close to 1 P/S.

    Of course refiners have low margins!!! They are buying oil at $70, refining it, and making $10 or $20 a barrel (if times are good) on it. Their COGS as a portion of revenue is massive. This doesn't make them a bad business, just one that gets valued lower on a P/revenue basis.

    Author needs remedial education on the refining industry.
    Jan 11 02:12 PM | Likes Like |Link to Comment
  • Is It Finally Time To Short U.S. Treasury Bonds? [View article]
    Fair enough. I guess we'll find out more later.
    Jan 10 03:19 PM | Likes Like |Link to Comment
  • Is It Finally Time To Short U.S. Treasury Bonds? [View article]
    Any update on your thoughts on Longwei? Should we still be expecting $6/share or greater, as you suggested in November?
    Jan 10 02:16 PM | Likes Like |Link to Comment
  • Celsion's HEAT Study: A Far From Certain Outcome - Part 2 [View article]
    Yeah, if the implied volatility was less than 550%, that would be the trade. The options market appears to have a good read on where things are going... A Jan '13 4 put costs .95 cents. That's crazy!
    Jan 4 02:18 PM | Likes Like |Link to Comment
  • Amicus Therapeutics: One Biotech Firm Making Considerable Strides In Terms Of Pompe Disease [View article]
    "On the other hand, weaker than expected earnings at any point over the course of the next 12-18 months could also send shares of Amicus down an unfavorable path."

    As opposed to the majority of other companies, where weaker than expected earnings would send shares down a fortuitious path...
    Jan 4 02:14 PM | Likes Like |Link to Comment
  • Longwei Petroleum: The Most Brazen China-Based U.S. Listed RTO To Date [View article]
    Hilarious!

    ORLANDO, Fla., Jan 03, 2013 (GLOBE NEWSWIRE via COMTEX) -- RedChip Research(TM), a division of RedChip Companies, Inc. ("RedChip"), today announced it has suspended research coverage on Longwei Petroleum Investment Holding Limited LPH -72.85% ("Longwei").

    RedChip Research has suspended the investment rating and price target on Longwei until further notice, and the previous investment rating and price target are no longer in effect for Longwei and should not be relied upon. RedChip is terminating its contract with Longwei.
    Jan 3 05:19 PM | 2 Likes Like |Link to Comment
  • Cleantech Solutions Is Still Undervalued At $4 By As Much As 200% [View article]
    Joe: Who needs fundamental analysis (or even to confirm a business exists) when the Point & Figure chart is bullish? STRONG BUY! ;)
    Nov 27 12:16 PM | Likes Like |Link to Comment
  • This $1 Biotech Stock Offers Limited Downside With Huge Reward Potential [View article]
    70% downside is "limited" now. Compared to pink sheet pump and dumps, I guess.

    Coke is a company with "limited" downside. A penny stock biotech with a struggling drug candidate? Good luck with your limited downside!
    Nov 15 04:18 PM | 3 Likes Like |Link to Comment
  • Peter Schiff: Dollar Collapse Before Obama's Out [View article]
    yep
    Nov 14 05:56 PM | 2 Likes Like |Link to Comment
  • Peter Schiff: Dollar Collapse Before Obama's Out [View article]
    Or there was this Schiff gem: "I know inflation is going to get worse in 2010. Whether it’s going to run out of control or it’s going to take until 2011 or 2012, but I know we’re going to have a major currency crisis coming soon. It’s going to dwarf the financial crisis and it’s going to send consumer prices absolutely ballistic, as well as interest rates and unemployment."

    Oh that killer inflation. I can feel the major currency crisis coming on already. Oh snap, the dollar is trading higher now than it was when he said that. Nevermind, I'll leave my bomb shelter now.
    Nov 14 05:42 PM | 4 Likes Like |Link to Comment
  • Peter Schiff: Dollar Collapse Before Obama's Out [View article]
    The broken clock that is Peter Schiff will eventually be right, but you'll be broke first. Quoting one of his former clients:

    "I believed it and handed the family estate to Euro Pacific Capital instead of my contact at Edward Jones to put into AAPL. Now I'm hand-to-mouth instead of a millionnaire, and the follow-up Bull Moves book said "I told you so." Reading [Schiff's] book was the most catastrophic mistake of my life.

    Brilliant and deadly marketing, complete with fanboys. Be careful out there. Very logical discussion in this book (and presumably the revised edition), and maybe even correct in long-term economic perspective, but when it comes to investment decisions... please don't let reading a book or two make you a contrarian who "knows better."

    http://amzn.to/SNihuG;tag=

    I remember his funds losing 60-80% in 2008 alone. Some protection from wealth destruction, eh?
    Nov 14 05:37 PM | 4 Likes Like |Link to Comment
  • Wonder Why The Institutions Keep Buying Star Scientific? [View article]
    Revenues last Q, $1.7M. Expenses $6.9M. Cash left $10Mish.

    About two more quarters and this pathetic little company will finally kick the bucket (or dilute itself so greatly to finally enter penny stock land for good.)
    Nov 12 05:21 PM | 3 Likes Like |Link to Comment
  • This $1 Biotech Stock Offers Limited Downside With Huge Reward Potential [View article]
    So the stock is up 20% today because you decided now that the CEO getting canned is bullish after you said in your last article that you were selling because of the CEO departure?

    And people say the markets are efficient. Ha!
    Oct 25 02:31 PM | 7 Likes Like |Link to Comment
  • A123 Systems (AONE) officially files for bankruptcy protection. The electric car battery maker warned last night it might file for bankruptcy after defaulting on a loan payment. It remains to be seen how the filing affects A123's financing deal with China's Wanxiang Group. Shares -50% to $0.12. [View news story]
    Obama: Creating jobs -- for bankruptcy lawyers!
    Oct 16 12:59 PM | 2 Likes Like |Link to Comment
  • A123′s Deal With China's Wanxiang Would Value The Stock At $0.55 A Share [View article]
    technical analysis doesn't work on bankrupt companies.
    Oct 16 12:58 PM | Likes Like |Link to Comment
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