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  • Is This Biotech A Value Stock Or Value Trap? [View article]
    Enhydris, I am not holding any of your past articles against you. Of course, as a Omeros shareholder I am not offering a panegyric.

    Pertaining to the candidate intended for eye surgery, data or a source(s) in support of critical contentions would be fitting. You may have a respected opinion. For me, and I suspect others, management is a reason for investing: many of the executives and directors have impressive biographies and are part of the equation. Yet, to paraphrase you: 'it would not be commercially viable if approved because there is an alternative(s).' How about Deutsche Bank's past contention that it "Could become widely used" with $300 million peak sales potential:

    To me, though the stock is speculative and risky, the current story is not that there is a blockbuster going before the FDA. It is that the company can become increasingly stable.

    You have some typographical mistakes: $60 million deal, not $160 million; and it is PDE10, not PDE1.

    Also, when I clicked on the hyperlink that is anchored to the text "Lens replacement surgery," it brings me to Google Books which says "You have either reached a page that is unavailable for viewing or reached your viewing limit for this book."

    I can not say that your assessment is well done.
    Mar 30 08:20 AM | 7 Likes Like |Link to Comment
  • Has Paul Krugman Gone Too Far This Time? [View article]
    Captain Sparrow, I like what you are saying right up to the moderator part. My own take on such sentiments is that there are constantly similar problems and one may choose not to participate on discussion boards or write to editors because there can be little point in it.

    What may be analogous was Rick Perry using the word "Treasonous" in association with Ben Bernanke during the Republican primaries and maintaining front runner status in the polls...if they could have nominated Jon Huntsman, I most likely would have voted for him instead of reelecting the president...No one is remarking at the president's coattails...

    Anyhow, it is my belief that we are fortunate to have Paul Krugman offering his analysis and opinions. He has remained salient while Christina Romer and Lawrence Summers have resigned. From the sound of things, there is going to be a new secretary of the treasury...
    Nov 12 07:08 PM | 6 Likes Like |Link to Comment
  • Has Paul Krugman Gone Too Far This Time? [View article]
    I think Mr. Krugman may be saying that we now have some respite from negativity and shallowness and should be used advantageously.

    Who is the face of the Republican party, anyhow? Is Arthur Laffer speaking up?
    Nov 12 03:03 PM | 6 Likes Like |Link to Comment
  • 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...
    Jan 30 01:29 PM | 4 Likes Like |Link to Comment
  • Macro: Dump Vringo And Let It Ride On Lightbridge [View article]
    With so much about the shale gas boom, it is perplexing to hear about a nuclear energy company.
    Dec 5 05:00 PM | 4 Likes Like |Link to Comment
  • Why Hedge Funds Bought Vringo [View article]
    On a different matter, maybe Steve Kim will step in with a word about Montesquieu? Probably not...
    Oct 20 11:37 AM | 4 Likes Like |Link to Comment
  • Vringo Vs. Google: Vringo Wins (By And Large) The MILs [View article]
    We have another quite helpful and lucid article!
    Oct 5 07:18 PM | 4 Likes Like |Link to Comment
  • 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 " leverage and hijack somebody else's success..."
    Feb 15 12:53 PM | 3 Likes Like |Link to Comment
  • A Draft Blueprint For The Special Situation At Dell [View article]
    hokiecanecountry, your questions are quite pertinent and I lack definitive answers for them at this time. If anyone can post documents or links to resources that give resoundingly clear guidance it would be helpful. I have seen no indication that Michael Dell would be prohibited from voting his shares at the Meeting. Also, it is not clear to me how and when a person would control over 50% of stock as required under current provisions, or if changing the procedures would need to be voted upon.

    Something similar is probable in the near future at NUAN, but rules in place probably differ.

    Packrat1987, I know of no one who is calling Thursday's vote ahead of time.

    elbrujo, that you for sharing your insight. If you can better address any of the other questions, it would be helpful.
    Jul 14 10:30 PM | 2 Likes Like |Link to Comment
  • Statoil: Shares To Remain Weak Short Term, May Interest Long-Term Buyers [View article]
    How about a reason #6: $16B in reserves that would be unusable if climate change policies are implemented to ensure global temperatures "are not to rise by more than 2C?"
    Jun 8 01:14 PM | 2 Likes Like |Link to Comment
  • SunOpta: The Missing Ingredient For The Next Organic Blockbuster [View article]
    Thanks for the article. Much of it is helpful regarding stories like the IPO of Noodles:

    Their S-1 is saying the stock is fairly valued at $7.20 and recent earnings per Class A share is $0.13. It may meet all eight of your criteria listed, except perhaps that the fast-casual restaurant industry is not obviously immature.

    STKL has done well since you wrote about it!
    May 25 04:24 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    It is strange that the IEP ticker symbol is rarely included in news about Carl Icahn. It has gone from $55.14, when I last wrote about it, to $84.07 today. With a 52.47% price increase on depository units in a month and a half, his limited partnership's investors are doing better than the "Solid Q1" described through 13F filings! Not only that, IEP is making a $1 distribution to unit holders, with the 5/9/13 ex-dividend date now passed.
    May 16 11:09 AM | 2 Likes Like |Link to Comment
  • Is This Biotech A Value Stock Or Value Trap? [View article]
    And that is saying nothing about their intellectual property rights?

    Here is a 3/29/12 Omeros press release describing an "Additional" issued patent "Claiming intraocular surgical methods of using OMS302." It says they seek further protection for the drug's composition and its methods of use.;highlight=
    Mar 31 04:24 AM | 2 Likes Like |Link to Comment
  • 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!
    Feb 5 08:05 PM | 2 Likes Like |Link to Comment
  • Buy Nuance Communications For These Reasons [View article]
    Would you share anything about the new opportunities?
    Dec 16 08:03 PM | 2 Likes Like |Link to Comment