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Michael Collins

 
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  • Generic EpiPen Could Give These 2 Stocks A Jolt Of Adrenaline [View article]
    Great article. It is hard to trying to extrapolate these numbers and you had done a fair job doing so.

    What really strikes me is the paltry Antares market cap of $350 million given some of the figures you are throwing about.

    Thanks for the article.
    Dec 8, 2014. 05:21 PM | 1 Like Like |Link to Comment
  • Is Burger King Risking Top Line For A Better Bottom Line? [View article]
    Hmm.. ..52 week high was 34.20 for BKW, not even close to $39?

    You fail to mention the reason behind mass revenue drop and seeming margin expansion: they are becoming. A total franchise business.

    Also, these guys are not aiming for US growth, but EM growth. 3G, who own Annheiser Bush, are experts at that.

    YouGov poll info will soon revert after the headlines drop from collective memory.

    Thanks for the article.
    Sep 13, 2014. 05:57 AM | Likes Like |Link to Comment
  • Why Does BlackBerry Even Bother With Hardware? [View article]
    When you take away the hardware related 'services revenue' what is left? A paltry MDM revenue that will be attacked by Apple/IBM.

    So grabbing the 'services revenue' as a life raft while dismissing the hardware that generates it...is silly.

    There is little hope other than a buy out / break up now.

    That being said I love the hardware.
    Aug 18, 2014. 11:55 AM | 9 Likes Like |Link to Comment
  • Vringo Rated As Rotten: The Company Shows Why You Don't Speculate On 'Patent Trolls' [View article]
    How can they possibly ever justify their $1M board member compensation ? Really?

    Come on guys. The writing was on the wall here.
    Aug 17, 2014. 01:20 PM | Likes Like |Link to Comment
  • Vringo Rated As Rotten: The Company Shows Why You Don't Speculate On 'Patent Trolls' [View article]
    Maybe its important to mention that the BOD of Vringo pays itself $1M per member per year...compared to fortune 500 companies that pay their board members $125K.

    That should have been the warning right there that this was little more than a pump and dump scheme.
    Aug 17, 2014. 12:17 PM | 4 Likes Like |Link to Comment
  • MannKind: Looking Beyond The Short-Term Disappointment [View article]
    Investors who shorted naked here (safe assumption most have) have T+3 to deliver stock. They can buy back at T1, so assuming they begun shorting Monday, they have to buy back on Thursday-Friday latest assuming their brokers have an exchange seat enabling investors to buy and settle on T1.

    This is like creating an artificial 'borrow' for two nights only.

    So if there is going to be dead cat bounce, its coming over the next three days. Friday would be an optimal exit point really.
    Aug 13, 2014. 08:15 AM | 1 Like Like |Link to Comment
  • Sanofi, MannKind reach licensing agreement for Afrezza insulin [View news story]
    Wow. Well done "Pscho Analyst"..not only did you nail the outcome but you correctly named the suitor. Impressive.

    definitely following him from now on.
    Aug 11, 2014. 06:04 AM | 4 Likes Like |Link to Comment
  • Apple And IBM Team Up, And The Winner Is... BlackBerry? [View article]
    I don't think you can spin this in Blackberry's favor no matter how hard you try. If IBM roll out a strong product, that installed base of Iphones in the corporate world will drive MDM decision making to this new product an instant hit that will crush other MDM players. It will be painful.

    Also, IBM had a lot of time to observe and gllem all the info they needed from courtesy of Heins last year, so I expect their offering to be very competitive.
    Jul 16, 2014. 05:30 AM | 10 Likes Like |Link to Comment
  • BlackBerry Goes Up On News Samsung Nixes Knox But... It's Too Good To Be True [View article]
    What a flunky that Forbes contributor Egan. Forbes is all too happy to let anyone bastardize its brand for a few headlines. He is among the worst of them.
    Jul 10, 2014. 05:01 PM | Likes Like |Link to Comment
  • Regado's Revolixys Revolution Meets With Resistance [View article]
    Anyone know which bulge bracket firms have analyst that cover RGDO ?
    Jul 7, 2014. 12:07 PM | Likes Like |Link to Comment
  • Is Antares Pharma A Short-Squeeze Candidate? [View article]
    Basically 14% is market risk / index risk, the further 24% is asymmetric risk to ATRS, attribute it to whatever weakness you want in ATRS, but that 24% drop is NOT index pull back and I don't think its fair to describe as such.
    May 25, 2014. 12:19 PM | Likes Like |Link to Comment
  • Is Antares Pharma A Short-Squeeze Candidate? [View article]
    Great explanation of the risks, the shorts, and well supported conclusion. Thank you!

    I only disagree with this:

    "My case in point is that Antares stock has mostly followed the movements of the SPDR Biotech ETF (XBI) and iShares Nasdaq Biotechnology ETF (http://bit.ly/1joTYn5) in lockstep over the past 3 months, albeit with a higher beta."

    -14% vs -38% is just not a following movements by any stretch. ATRS simply had a crushing drop vs the index.

    PS I'm long but after reading this I'm more inclined to sell down....hmm.
    May 20, 2014. 05:30 PM | Likes Like |Link to Comment
  • Is There Adequate Bench Strength For Digital Realty? [View article]
    Agreed. I'm thinking of buying DLR Puts before earnings to protect my DFT long...

    This is definitely a someone smarter than me knows something, and with CEO being fired, who knows?
    Apr 26, 2014. 06:53 AM | Likes Like |Link to Comment
  • Is There Adequate Bench Strength For Digital Realty? [View article]
    Interesting write up and congrats on your purchase at $44.0

    My only question to the BOD of DLR is why did they fire Foust so suddenly and without notice? Have they unearthed anything?

    I suspect next earnings call this will be the topic of conversations and I would steer clear of DLR until this matter is resolved.
    Apr 17, 2014. 07:18 AM | 1 Like Like |Link to Comment
  • Will The Cloud Kill Digital Realty Trust? [View article]
    "Re "company has been been crumbling", the stock price of DLR is actually up by 23% from the low of 43 that it hit in early December."

    You must be kidding right? Jacobson took this stock down from mid 70s. What planet are you on trying to quote a 23% rise.

    The only question i want answered are:
    1.) Why was CEO abruptly dismissed;
    2.) Have accountants turned up anything?

    Until you know that, this is an untouchable.
    Also I'm not short DLR, but I think the smart play here is short DLR to buy DFT/COR.
    Apr 15, 2014. 12:30 PM | Likes Like |Link to Comment
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387 Comments
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