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PSalerno  

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  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    Blood tests that are possible competitors for Cologuard do not need bleeding, they are different.
    Jul 30, 2015. 04:14 AM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    Blood tests are not based on bleeding like stool test.
    Jul 29, 2015. 03:29 PM | Likes Like |Link to Comment
  • Panera: Why We Went From Short To Very Long [View article]
    It took almost one year but you were right finally. Interesting enough WFM did nothing.
    Jul 29, 2015. 10:09 AM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    It is not a failure, the growth is slower than most people thought, this is why I criticized the bullish articles about claiming for 10 Billion revenue in few years. I waited this slow growth was understood by the market before going long. Now there is too much pessimism.
    Jul 24, 2015. 01:54 PM | Likes Like |Link to Comment
  • Riddle Me This On Amazon Prime [View article]
    This attitude is what I want to see when I short a stock.
    Jul 24, 2015. 09:55 AM | 1 Like Like |Link to Comment
  • Riddle Me This On Amazon Prime [View article]
    Do not understand why making some profit is considered so exceptional by the market for a large cap like AMZN.
    Jul 24, 2015. 08:47 AM | 1 Like Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    To have a short squeeze you need a massive short covering. On a 15 days basis the short posittions changed even less than in 2 months. During the 15 days when you had the biggest price movement from 25 to 32 short positions went from 29.144M to 27.448M, a reduction of just 1.69M shares. It is not significant if you consider that the stock offering involves the emission of 7 M shares plus another million optional.

    All in all I think that stock price could fall a little more to the 22, may be 20 level where it should find good support. It is not a good idea to by at 25.50 as suggested by the author because this is the price of the offering.
    Jul 23, 2015. 03:45 PM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    Even if it was client driven, it is not important, it was a dilution anyway. Being client driven just means that the institutional banks had some client to sell the shares and took a good commission for the business. When this happens the stock price fall and this is the thing that matters most.
    Jul 23, 2015. 10:25 AM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    The short positions shrinked just marginally , less than 2 M on a total of 29 Million. It was not a short squeeze and happened in 2 months, not in few days like you see in true short squeeze.
    Jul 23, 2015. 10:22 AM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    Right, his advice was to not sell and he was wrong. Also we saw no significant short covering that was described as imminent in this article.
    Jul 23, 2015. 01:40 AM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    In Europe there is little space for cologuard because of lack of money. And any money from pipeline is many years far away. Even for Cologuard the money is still not here.
    Jul 22, 2015. 02:56 PM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    It is nothing new, when hyper-bullish articles like this one or like the one b wrote by Harvey Gillis come out, it good idea to use the temporary pop up as selling opportunity as a new share offerong is in the card and you can buy again later at lower price. When this article came out EXAS was trading around 27, now it is below 26. They need cash because the revenue is not great and they are still losing money.
    Anyway, as stated before, the best moment to buy was after the first ER when the stock hit 20. Also selling put during the last correction should be OK.
    Jul 21, 2015. 08:18 AM | Likes Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    The problem is there is the adoption rate is quite slow and there is a long way to go for profitability, but the stock should trade higher when things start to become more clear in 2016.
    Jul 20, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • The Biotech Bubble Compared To The Dotcom Bubble [View article]
    Biotech sector is really special. It is a pick market, in the broad index there are companies overvalued with no future and there are still very good investments. It is quite difficult to spot the winners and losers because there is some work to do and you need some notion in the health science field, but I like to play this sector.
    Jul 15, 2015. 12:31 PM | 1 Like Like |Link to Comment
  • Short Squeeze Imminent In Exact Sciences Shares [View article]
    It's on technical basis.
    Jul 14, 2015. 02:48 PM | Likes Like |Link to Comment
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