Carl Icahn looks to be out for blood, disclosing late today that he's bought 14M shares, representing a 13% stake in battered Herbalife (HLF). According to the SEC filing, Icahn claims to "have conducted significant analysis," and "concluded that the company has a legitimate business model, with favorable long-term opportunities for growth." The disclosure further adds that he intends to have discussions with management regarding the business and strategic alternatives to enhance shareholder value, such as a recapitalization or going-private. Shares +20% AH. [View news story]
If Carl Icahn has "Conducted significant analysis," there may be reason to fear for Dan Ravicher and the adequacy of his own scrutiny.
Pres. Obama isn't a fan of patent trolls. "They are essentially trying to leverage and hijack somebody else's idea and see if they can extort some money," Obama stated during a Google+ hangout. He added, "Our efforts at patent reform are only about halfway to where we need to go." The remarks come as the DOJ and FTC hold hearings on patent trolls, and an appeals court debates whether software should be patentable. Some IP holders accused of being patent trolls: ACTG, VRNG, RMBS, VHC, IDCC, WILN. [View news story]
It would make sense to me if he had said "...to leverage and hijack somebody else's success..."
Omeros May Be A Wonderful, Albeit Speculative, Biopharmaceutical Opportunity [View article]
I know there is a story about a former employee winning a few million dollars in a wrongful termination/whistleblower law suit. Is that who you are? Both you and I know that, if I offered to walk 2,500 miles to Washington, they would not pay me 1/100th of that upon arrival.
Critical dialogue is fine. Unfortunately, your prating is not well composed. Go comment on the previous article that interviews a senior Maxim Group analyst who completely missed the dilution!
Might Other Companies Be Liable If Herbalife Is A Pyramid? [View article]
Vince, I am bringing up different data on HLF's financial statements from different sources. If a company that services a retirement account's S&P standardized forms are used, HLF has generated cash in each of the past five quarters, has met or beaten earnings estimates several consecutive times, and has little debt. Yahoo! Finance's page depicts the company quite differently, unless there is an error on my part.
Me? It is tempting to buy at or under $34 because the dividend may be raised, after four consecutive quarters at $0.30, potentially result in a 4% yield or higher. Because it is not the type of company I would be enthusiastic about owning, a cheapened March call could be preferable, and especially profitable if stock is shorted against it when and if it goes ex-dividend in early March.
I do not know if an analogy can be made to a strain upon one's grip; however, HLF is probably soon going to be costly for short sellers!
Might Other Companies Be Liable If Herbalife Is A Pyramid? [View article]
Wally World, despite not being an authority on IP matters, a concern for me is if you are somehow connected with any of the "Wally World" results that come up upon an internet search? Surely it is a trade name? I stand to learn something.
Dan Ravicher may have glanced at a lightly glazed image of Michael O. Johnson before composing this piece, thusly not communicating in writing with Amazon.com, and sparing his audience of any implicit chagrin. Amazon has the lowest price on Herbalife!
From my own December 7th notes on this, the venue is the US District Court for the Southern District of Mississippi. Nixon and Vanderhuye are based in Arlington, VA. Would anyone know why they have filed their claim so far away? (I know the attorneys, Rowan and Presta, won a case there before). If the trial should be less than a year from now, then a Markman hearing might be scheduled within the time frame pondered in the article. Augme did not sue Gannet in Mississippi, though?
How WMS Shareholders Should Hedge Against A Failed Buyout [View article]
I am only aware of MGT because of the author's work and would encourage him to keep writing articles about it.
Hedging might be a sort of charged word for some--maybe similar to the way aanhanger now used to be for me? He does explicitly recommend discussing it with a financial advisor.
How The Herbalife Short Squeeze Would Work [View article]
Do you have any inclination as to what the company's dividend yield may be next? If you look over its history, HLF increased its quarterly payment from $0.13 to $0.20 for Q2 of 2011; and, over the past year has paid $1.20. I would be shocked if they decrease it.
Moreover, a lot of the issues--provided they are not lawfully valid--have been priced in since last year. An earnings beat and dividend boost seems to be among the possibilities... If 4% is a high yielding stock...
4 Serious Reasons Herbalife Is Headed Higher [View article]
I agree with the article and am perplexed that there is no discussion of an options trade. Herbalife is not a business I would be enthusiastic about owning, but profiting from the rights to buy its stock seems appropriate?
Here is another reason the stock may head higher that is not mentioned: HLF might be able to boost its dividend again, maybe even at this next Report, after paying $0.30 for the past four quarters. They have been meeting or beating earnings, generated cash for each of the past five quarters, and have little debt. During the last two years, the stock has gone ex-dividend during the first week of March...
While I think Bill Ackman is right that no one who could afford HLF would buy it outright, "The Mother of All Short Squeezes" probably can not be expected until the conclusion of any governmental investigation that might take years. It is clear that Carl Icahn currently does not comment on his holdings and it sounds like they would only be known if they must be reported under the law. While it is not something anyone can count on, he could be buying on any sell off.
Dan Loeb on the other hand appears to have already done well capital gains wise and might not increase his HLF holdings much past 8.5%, if that figure is accurate.
I am leaning toward selling a Feb 45 call and buying a March 45 ($3.10 - $1.80 = $1.30) , then if it holds up until Feb. 19th, the implied volatility on the long option may skyrocket. Further, stock could be shorted against it when and if it goes ex-dividend.
Any feedback? The author is an authority on these matters! How about a trade, Dr. Terry?!?
Dogging The S&P 500: PIC-ing Another Kennel [View article]
Seagate has been doing better than GRMN, a stock offering a terrific yield that on December 5 supplanted RRD in the S&P. From what I hear on tv, once a company is a member they enjoy capital inflows from index funds and ETFs...GRMN may have some problems and a share price that is propped up by yield?
I recently wrote an article on a similar company that is still a microcap. The investor relations advisor for them initially contacted me and let me know that there would be an opportunity to interview the CEO. After much work, including some editorial feedback that is not a reason to recommend submitting anything here, thoughts went through my head that I could be doing something unlawful: "It is not worth it..." to get information from the CEO of a publicly traded company and then buy stock in it. The interaction with executive management took place online in a public presentation, so even though there was no wrongdoing, for peace of mind, my choice was to publish first and buy later. Now that three days have gone by, the stock is up over 12% or something like that...
As far as a chart, it would probably be easy to show that VRNG has no correlation to market-wide activity, or the XLK. [At least two of the guys at Riskreversal.com, a site that has recently re-extended a free 15 day trial, are CNBC contributors. Enis does technical analysis for them and many clips of him are on the internet.]
Thanks, I must be hopelessly confused with all of the anonymity swirling around. To me, you might have been someone else because your new photo appears to be of a different person in comparison to the one you used previously.
It does not sound like you would be an authority on Bollinger Bands, then? There must be some fancy software that can make them stand out for an article or something different. For me, it is difficult to think of technical analysis seriously most of the time, though. That is why my comment addressed you as if you perform technical analysis on CNBC...Maybe a trader could use the bands to beat Ravicher!
Carl Icahn looks to be out for blood, disclosing late today that he's bought 14M shares, representing a 13% stake in battered Herbalife (HLF). According to the SEC filing, Icahn claims to "have conducted significant analysis," and "concluded that the company has a legitimate business model, with favorable long-term opportunities for growth." The disclosure further adds that he intends to have discussions with management regarding the business and strategic alternatives to enhance shareholder value, such as a recapitalization or going-private. Shares +20% AH. [View news story]
Pres. Obama isn't a fan of patent trolls. "They are essentially trying to leverage and hijack somebody else's idea and see if they can extort some money," Obama stated during a Google+ hangout. He added, "Our efforts at patent reform are only about halfway to where we need to go." The remarks come as the DOJ and FTC hold hearings on patent trolls, and an appeals court debates whether software should be patentable. Some IP holders accused of being patent trolls: ACTG, VRNG, RMBS, VHC, IDCC, WILN. [View news story]
Omeros May Be A Wonderful, Albeit Speculative, Biopharmaceutical Opportunity [View article]
Critical dialogue is fine. Unfortunately, your prating is not well composed. Go comment on the previous article that interviews a senior Maxim Group analyst who completely missed the dilution!
Buy Nuance Communications For These Reasons [View article]
Might Other Companies Be Liable If Herbalife Is A Pyramid? [View article]
Might Other Companies Be Liable If Herbalife Is A Pyramid? [View article]
Me? It is tempting to buy at or under $34 because the dividend may be raised, after four consecutive quarters at $0.30, potentially result in a 4% yield or higher. Because it is not the type of company I would be enthusiastic about owning, a cheapened March call could be preferable, and especially profitable if stock is shorted against it when and if it goes ex-dividend in early March.
I do not know if an analogy can be made to a strain upon one's grip; however, HLF is probably soon going to be costly for short sellers!
Might Other Companies Be Liable If Herbalife Is A Pyramid? [View article]
Dan Ravicher may have glanced at a lightly glazed image of Michael O. Johnson before composing this piece, thusly not communicating in writing with Amazon.com, and sparing his audience of any implicit chagrin. Amazon has the lowest price on Herbalife!
MGT's Hand Just Got Stronger [View article]
How WMS Shareholders Should Hedge Against A Failed Buyout [View article]
Hedging might be a sort of charged word for some--maybe similar to the way aanhanger now used to be for me? He does explicitly recommend discussing it with a financial advisor.
How The Herbalife Short Squeeze Would Work [View article]
Moreover, a lot of the issues--provided they are not lawfully valid--have been priced in since last year. An earnings beat and dividend boost seems to be among the possibilities... If 4% is a high yielding stock...
4 Serious Reasons Herbalife Is Headed Higher [View article]
Here is another reason the stock may head higher that is not mentioned: HLF might be able to boost its dividend again, maybe even at this next Report, after paying $0.30 for the past four quarters. They have been meeting or beating earnings, generated cash for each of the past five quarters, and have little debt. During the last two years, the stock has gone ex-dividend during the first week of March...
While I think Bill Ackman is right that no one who could afford HLF would buy it outright, "The Mother of All Short Squeezes" probably can not be expected until the conclusion of any governmental investigation that might take years. It is clear that Carl Icahn currently does not comment on his holdings and it sounds like they would only be known if they must be reported under the law. While it is not something anyone can count on, he could be buying on any sell off.
Dan Loeb on the other hand appears to have already done well capital gains wise and might not increase his HLF holdings much past 8.5%, if that figure is accurate.
I am leaning toward selling a Feb 45 call and buying a March 45 ($3.10 - $1.80 = $1.30) , then if it holds up until Feb. 19th, the implied volatility on the long option may skyrocket. Further, stock could be shorted against it when and if it goes ex-dividend.
Any feedback? The author is an authority on these matters! How about a trade, Dr. Terry?!?
Dogging The S&P 500: PIC-ing Another Kennel [View article]
Insider Laugh Money: Altucher's Picks [View article]
As far as a chart, it would probably be easy to show that VRNG has no correlation to market-wide activity, or the XLK. [At least two of the guys at Riskreversal.com, a site that has recently re-extended a free 15 day trial, are CNBC contributors. Enis does technical analysis for them and many clips of him are on the internet.]
Insider Laugh Money: Altucher's Picks [View article]
It does not sound like you would be an authority on Bollinger Bands, then? There must be some fancy software that can make them stand out for an article or something different. For me, it is difficult to think of technical analysis seriously most of the time, though. That is why my comment addressed you as if you perform technical analysis on CNBC...Maybe a trader could use the bands to beat Ravicher!
Insider Laugh Money: Altucher's Picks [View article]
Evidently the eponymous person is a CNBC contributor--multiple Bloomberg personalities do not masquerade here under pseudonyms also?