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Mike Havrilla

 
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  • Yahoo: Set for an Up $7, Down $2 Trade [View article]
    > somebody want to explain what they mean by a up$7 down $2 trade:

    If Yahoo's primary defense for refusing original MSFT deal was prospect of an ad deal with Google and now that deal is history - YHOO either gets bought out for around 20 bucks or flounders on its own around 10-12 bucks - market reaction today validates this with YHOO over 14 bucks and rising since ad deal officially scrapped
    Nov 5, 2008. 10:32 AM | Likes Like |Link to Comment
  • Health IT Poised to Rebound Post-Election [View article]
    Allscripts-Misys (MDRX) is included in the index, but I only listed the top 5 rated companies out of 38 total companies.
    Oct 31, 2008. 11:03 AM | Likes Like |Link to Comment
  • FDA Publishes List of Potential Drug Risks [View article]
    No kidding - I originally wrote the article in early September and SA first published on 9-Sep at:
    seekingalpha.com/artic...

    I don't know why it was re-posted
    Oct 27, 2008. 11:50 AM | Likes Like |Link to Comment
  • A Defensive Growth Stock Index [View article]
    not yet
    Oct 22, 2008. 01:31 PM | Likes Like |Link to Comment
  • Potential Short Trades on Pending FDA Decisions [View article]
    Good chance to pick up some shares of Cypress Bio today - I bought some around $5.40 - looks like the delay will be minor as FDA expects to decide in a "matter of weeks"
    Oct 21, 2008. 03:15 PM | Likes Like |Link to Comment
  • Potential Short Trades on Pending FDA Decisions [View article]
    You missed the point of the article which is developing a short ETF for the entire group of companies with pending FDA decisions since they tend to underperform their benchmark funds as a GROUP - I have already written positively about CYPB, but it is only one company in the entire group
    :
    seekingalpha.com/artic...
    Oct 14, 2008. 11:28 AM | Likes Like |Link to Comment
  • Citi in Talks With Wachovia as $700B Bailout Plan Moves Forward [View article]
    Sorry for the typo - the total amount is $700B - the last $350B will be up to Congress to authorize if necessary
    Sep 28, 2008. 02:57 PM | Likes Like |Link to Comment
  • Banking on Wachovia As a Bailout Trade [View article]
    CNBC is reporting advanced merger talks between Citi and Wachovia:
    mikehav.blogspot.com/2...
    Sep 28, 2008. 11:07 AM | Likes Like |Link to Comment
  • Banking on Wachovia As a Bailout Trade [View article]
    You could have traded WB at least two times intraday on Friday for 10-15% gains with buys at the open around $10 and then a buy below $9 later in the day as the stock spiked from lows around $8.50 to close at $10 as CNBC reported merger talks with Citi. I agree WB is only a trading vehicle, but it is a good one with huge volumes and volatility with a chance to make money on either side of the trade.
    Sep 28, 2008. 09:44 AM | Likes Like |Link to Comment
  • FDA Fall Decision Calendar Features Some Likely Near-Term Movers [View article]
    Check out this article with updated calendar and Remoxy decision date of 12/12/08 (previously I did not account for the priority review and had them listed later in 2009):
    mikehav.blogspot.com/2...
    Sep 28, 2008. 09:39 AM | Likes Like |Link to Comment
  • Pharmaceuticals: Pfizer Is a Buy [View article]
    Abbott has a more diversified mix of businesses with diagnostics/nutrionals as summarized below from their last earnings report:

    -global sales growth of 14.8% to $7.3 billion (B)

    -pharmaceutical sales ($4.1B) growth of 16.7% led by Humira (a biological agent for autoimmune diseases such as rheumatoid arthritis), which experienced a 48% growth in sales for 1H08 at $1.1B with a forecast for sales of $4.3 billion for 2008

    -medical product sales ($1.4B) growth of 14.7% driven by diagnostics sales ($0.9B) growth over 17%

    -nutritional sales ($1.2B) growth of 21.3% thanks to strong results in emerging markets

    Abbott Labs reported total sales for the first half of 2008 of $14.1B with $6.5B in the USA and $7.6B internationally. The Company posted a diversified mix of healthcare business units with 56.5% of sales from prescription drugs, 16.5% from nutrional products, 12.5% from diagnostics, and about 6.5% from vascular products such as stents. The Company increased its earnings-per-share guidance from a range of $3.20 - $3.25 to $3.24 - $3.28, excluding specified items, reflecting growth of about 15% along with expected sales growth in the mid-teens for the full year.
    Sep 25, 2008. 05:35 PM | Likes Like |Link to Comment
  • Pharmaceuticals: Pfizer Is a Buy [View article]
    Thats why I included link to my previous articles on Pfizer instead of repeating the same thing in this article:
    www.google.com/cse?cx=...
    Sep 25, 2008. 08:58 AM | Likes Like |Link to Comment
  • Carbon Allowance Futures Commence U.S. Trading [View article]
    Trading on CCX:
    www.chicagoclimatex.co...

    Trading on NYMEX Green Exchange:
    nymex.greenfutures.com...
    Aug 25, 2008. 02:09 PM | Likes Like |Link to Comment
  • Global Carbon Trading Index - Updated [View article]
    Index Universe on Carbon Trading:
    www.indexuniverse.com/...

    ETF Trends on Carbon Trading:
    www.etftrends.com/2008...

    Hard Assets Investor.com on Carbon Trading:
    www.hardassetsinvestor...

    2-Year Chart for Climate Exchange (London: CLE):
    finance.yahoo.com/q/bc...=
    Aug 21, 2008. 02:15 PM | Likes Like |Link to Comment
  • Global Carbon Trading Index - Updated [View article]
    The World Bank - State & Trends of the Carbon Market [2008 PDF]:
    siteresources.worldban...
    Aug 21, 2008. 01:16 PM | Likes Like |Link to Comment
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181 Comments
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