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  • Looking For My Next Triple In Biotech [View article]
    Brett - I like your article. I found your article because I like to follow what a few trusted biotech funds are doing. I have noticed the Baker Brothers increased their stake in XOMA late last year and FMR LLC has recently increased their stake as well. Together these two powerhouse biotech funds own about 36% of XOMA outstanding shares. If their respective research analysts are this confident, I want in as well. Your article gives me a little more confirmation on that. Finally, I really like how the chart has been basing here. Seems like a decent time to get in and wait for a breakout.
    Nov 20, 2014. 12:38 PM | Likes Like |Link to Comment
  • Acadia Remains On Track With Pimavanserin Program [View article]
    @ Relator_k
    Take it from someone who has followed and owned this company since $7 per share. You have absolutely, 100%, zero, nadda, idea what you are saying. Pimavanserin has been a favorite of the FDA for some time now. This is PROVEN by the FDA informing Acadia there was/is no need for a Phase 3b AND now the FDA gives the break-through therapy designation. I have read ALL the clinical trial info and the results have NOT been "hit and miss". They have been stellar and the FDA sees pimavanserin as a very valuable drug that addresses the black box warnings which the FDA forces upon every other anti-psychotic on the market. These non-selective anti-psychotics such as Seroquel have been shoe-horned into treatments for Parkinson's and Alzheimer's psychosis. The FDA wants pimavanserin on the market ASAP because other anti-psychotics do not SELECTIVELY TARGET the serotonin receptors as pimavanserin does. They take the shotgun approach and cause ALL KINDS of movement disorders and unwanted side effects that people have been forced to live with.

    Sorry, but your comment just makes me angry. You are flat out wrong!
    Sep 12, 2014. 10:30 AM | 7 Likes Like |Link to Comment
  • Letter To American Apparel's Discredited Board Of Directors [View article]
    Disagree! Sex is what has MADE the American Apparel brand. I'm in favor of reigning in Dov and not putting him back into the CEO spot, or just removing him altogether. However, you cannot take the "sex" out of the brand. That would be a huge mistake.
    Jul 18, 2014. 10:34 AM | 3 Likes Like |Link to Comment
  • BioFuel Energy Corp.: More Dilution And Shareholder Loss On The Horizon [View article]
    You guys are missing the larger point of David Einhorn's transaction. They are turning this company into a revenue generating home builder, which will eventually generate between 1.50 and 2.50 per share. The land owned by JBGL is key in this endeavor.
    Jul 16, 2014. 02:27 PM | Likes Like |Link to Comment
  • Acadia Remains On Track With Pimavanserin Program [View article]
    I will continue to slowly add to my ACAD holdings under $18. We could get multiple chances this year as the crazy bio-bull market of the last half-decade takes a breather. I still believe this is a $60+ stock in 1.5 to 2 years. Pimavanserin is a game changer and a blockbuster. Thanks for the update Jason.
    May 7, 2014. 12:05 PM | 5 Likes Like |Link to Comment
  • American Apparel: Our Long Investment Thesis [View article]
    You were right on this stock once, and you were right on PLUG. And, you are a good guy based on my conversations with you over on Stocktwits :) I'm long with you on APP. Cheers!
    Apr 23, 2014. 04:16 PM | Likes Like |Link to Comment
  • Kandi Technologies: The Latest Bubble Stock? [View article]
    Your article could have been one sentence: "KNDI is technically overstretched."

    Thanks.
    Mar 18, 2014. 12:49 PM | 4 Likes Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    I did; I did not have the courage to hold puts through earnings :) No doubt about it, NFLX crushed this quarter. I still think the space is slowly getting more and more saturated. May take a few more quarters to show up.
    Jan 23, 2014. 12:14 PM | 2 Likes Like |Link to Comment
  • Netflix Is Facing Too Many Headwinds To Justify Its Current Valuation [View article]
    Nice article. Would not be surprised to see a squeeze after Wednesday earnings release, but then down from there. I own puts and may sell them before earnings to take out some risk. After earnings, I will likely repurchase puts.
    Jan 20, 2014. 11:08 AM | 1 Like Like |Link to Comment
  • Sell Netflix: The Icahn Thesis Is Flawed [View article]
    Hope some of you profited:

    http://seekingalpha.co...
    Jan 15, 2014. 11:49 AM | Likes Like |Link to Comment
  • Short Netflix On Amazon Prime Success [View article]
    Sold my Jan puts just now for 424% gain. :) :) Still holding Feb and March puts. I'm looking for a price target of $300, although, I'm not sure I will have the courage to hold them through earnings which is next week (Jan 22nd).

    I really hope some of you profited from this. This has been one of my better calls. :) :)
    Jan 15, 2014. 11:48 AM | Likes Like |Link to Comment
  • Sell Netflix: The Icahn Thesis Is Flawed [View article]
    Nice call sir!! Just sold my Jan puts today for 424% gain. Still holding some Feb and March though. Price target for me now is $300.

    Netflix was/is the perfect combination of overvaluation and increasing competition. The trigger today was the Net Neutrality ruling via our fine legal system.

    Good luck!
    Jan 15, 2014. 11:45 AM | Likes Like |Link to Comment
  • Gundlach steps into the gold miners [View news story]
    Professionals have loved shorting gold in 2013 for two reasons:
    1) Its been working.
    2) The ridiculous "end of world" dogma of goldbugs allows for their continual punishment.

    I am a trend trader who has recently gone long gold miners. My thesis for this is the dollar will test lows sometime over the next quarter. Look at the behavior of gold whenever the dollar tests lows.

    Also, I suspect 2014 is the year the short gold trade stops working. Anticipate a huge squeeze at some point.
    Jan 14, 2014. 05:03 PM | 5 Likes Like |Link to Comment
  • Sell Netflix: The Icahn Thesis Is Flawed [View article]
    You mean, they already have pay arrangements with ISPs?
    Jan 14, 2014. 02:10 PM | Likes Like |Link to Comment
  • Sell Netflix: The Icahn Thesis Is Flawed [View article]
    Love this article! Nice job. I wrote one recently too that focused squarely on Amazon Prime entering into the market full force. Between content costs and drastically increased competition, NFLX is a short on valuation IMO. To top it off, TODAY, the US Court of Appeals denied Net Neutrality opening the possibility that ISPs can now charge companies which consume inordinate amounts of bandwidth on ISP networks. This is a big development and I'm really surprised the stock is not tanking today. Is there something I don't know about this?
    Jan 14, 2014. 02:06 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
166 Comments
224 Likes