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John H. Ford's  Instablog

John H. Ford
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For the past 30 years, I have been involved in startups, as a founder, and active investor. My first company was purchased by Johnson & Johnson, which set the foundation for future investments. My level of trading escalated after graduating from college, primarily as a result of my... More
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  • BioZone Update

    BioZone just announced a deal with MusclePharm that investors could be misinterpreting. The stock sold off on the announcement, but I think investors may be wrong.

    With Dr. Frost's and Opko's large positions in BioZone, I assume he orchestrated the MusclePharm deal in a way to set BioZone up for some other type of transaction that will benefit himself and BioZone shareholders. Dr. Frost and Opko are BioZone's largest shareholders, so this MusclePharm deal should benefit BioZone in some way that we can't yet understand. I have no idea what Dr. Frost could be planning, but in my opinion he may be preparing BioZone for some type of significant valuation enhancement.

    Disclosure: I am long BZNE.

    Tags: COCP
    Nov 13 1:58 PM | Link | 1 Comment
  • The Power Of Goldman

    Just a few days ago Bank of America analysts stated that they were holding to their $39 Tesla price target. Tesla shares rose about 8% over the next few days. Bank of America's analysts were ignored.

    Today Goldman issued an $84 price target, and the shares immediately fell 14%. Talk about analyst power.

    My July 115 puts went from $.22 to a closing price of $7.40, a 4000% gain in one day. Needless to say, I am grateful Goldman put out this report before Friday's option expiration.

    Tesla is obviously overbought, and I've made some good trades this month based on market irrationality. But option trading is all about timing, and today I just got lucky.

    Jul 16 5:34 PM | Link | Comment!
  • 2013 Halftime Report

    2011 and 2012 were great years, as outlined here, with an average share price appreciation of 36% immediately following publication.

    The first half of 2013 has produced even better results, with the average share price appreciation following publication exceeding 100%. Here is the summary for the first half of 2013:

    • MedBox: closing price before article was released on January 16: $87.80.
    • April 17, MedBox was trading at $14.02.
    • Net gain: 84% (this trade was a short)
    • Muscle Pharm: closing price before article was published on January 28: $4.07
    • On May 30, Muscle Pharm hit $12.47
    • Net gain: 200%
    • Oculus closing price before article was released on April 1: $3.80
    • On may 2nd, Oculus was trading at $6.43
    • Net gain: 69%
    • MGT closing price before article was published on April 11: $3.48
    • On May 1st, MGT was trading at $5.35.
    • Net gain: 53%

    The net gains are calculated based on the closing price before each article was published, and the resulting shareprice peak. Of course most investors, myself included, were not able to sell shares at the peak, so realistic returns are certainly below 100%.

    I'm currently working on 3 new articles which I believe offer similar potential, and these articles will be released as soon as anticipated events take place.

    Jul 16 12:35 PM | Link | Comment!
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