Seeking Alpha

Street Instincts

 
View as an RSS Feed
View Street Instincts' Comments BY TICKER:
Latest  |  Highest rated
  • Purdue pain pill gets priority review [View news story]
    I have yet to see evidence that ZoHydro has any abuse potential to begin with.
    Jul 8 09:48 AM | 2 Likes Like |Link to Comment
  • Tesla Motors to investigate split-in-two Model S [View news story]
    http://bit.ly/1jbjzC9

    Same story different car. They explode when they crash especially when you are going 100+ mph.
    Jul 8 09:44 AM | Likes Like |Link to Comment
  • Kinder Morgan: Too Hot To Handle? [View article]
    The oil companies went up more because it is the price of oil that is being affected, KMI is more of a services company. Even though the middle east situation could be used to highlight the need for improved infrastructure to sustain more stable pricing.
    Jun 19 10:29 AM | 2 Likes Like |Link to Comment
  • President comments on Iraq [View news story]
    It is no longer ISIS it is ISIF because ISIS is was too catchy.
    Jun 14 07:45 PM | Likes Like |Link to Comment
  • Crude-by-rail shipments from western Canada seen tripling in next two years [View news story]
    Tell me about it. It amazes me how quickly gas stations around me adjusted to the Costco price. Shows they have quite a bit of wiggle room.
    Jun 13 09:51 AM | Likes Like |Link to Comment
  • Kinder Morgan: One's Bark Is Always Worse Than One's Bite [View article]
    One potential reason for the pipes breaking is their age. Some of them were built in the 1960s. By placing newer pipelines the chance of a spill decreases. One thing I believe people are failing to see is there are pipelines everywhere. Google "US pipeline" maps and you will see that they are all over the place. New ones should be more reliable especially with the entire country paying attention something that was not occurring in the 1960s.

    The media was giving the impression that Keystone XL was going to be the first United States pipeline. It is not even close.

    http://bit.ly/SLYxxG
    Jun 10 09:15 PM | 1 Like Like |Link to Comment
  • Kinder Morgan’s once surefire Trans Mountain plan now struggling [View news story]
    It is pretty safe to say the oil companies do not "want" spills to occur. It costs everyone money. Therefore, the only way to get better more efficient pipelines is to build more. If we continue to rely on old technology it will only get worse. I feel like I am at the hanging of a straw man.
    Jun 10 10:55 AM | Likes Like |Link to Comment
  • Amazon stirs controversy with hardball tactics against publishers [View news story]
    Predatory pricing policies? You do realize small independent book sellers use Amazon to sell books. This is nothing but a Hachette job on the AMZN stock price.
    Jun 3 09:16 AM | Likes Like |Link to Comment
  • Amazon stirs controversy with hardball tactics against publishers [View news story]
    Amazon took 'err jobbs.
    May 30 10:31 AM | Likes Like |Link to Comment
  • Bitcoin Is Sinking Fast, So Are Hopes Of Bitcoin-Related Investments [View article]
    Bitcoin as a currency is as stable if not more stable than any other currency. It is the exchange that collapsed.
    May 2 07:59 AM | Likes Like |Link to Comment
  • First Quarter Weakness Exposed At Sirius [View article]
    There is the potential that people did not buy new cars in the first quarter at the same pace that they buy between April-November. Who wants to look at cars when it is 20 degrees outside.
    Apr 30 10:24 AM | Likes Like |Link to Comment
  • Zohydro's potential competitors starting to nip at its heels [View news story]
    The drug should be evaluated for its abuse deterrent ability not its efficacy. It is obvious that hydrocodone is effective in treating pain. If the "abuse deterrent" is easily bypassed then it is nothing more than a scheme to circumvent the United States' patent system.
    Apr 30 09:18 AM | 1 Like Like |Link to Comment
  • Analysis: Nice entry point for Lions Gate [View news story]
    Divergent was #1 box office. Say what you want about teen movie franchises but they rake in the $$$ and LGF is holding it down in that niche.
    Apr 24 01:48 PM | Likes Like |Link to Comment
  • Zohydro's Chances Of Staying On The Market [View article]
    I find the term conspiracy theory sort of naive considering that for the last 100 years companies have been fined for colluding to manipulate everything from LIBOR, oil prices, and airline tickets. If you still believe conspiracies do not exist you need to check out these guys who think the earth is only 2000 years old (second link). It is not that much of a stretch.

    http://bit.ly/1pDo7yy .
    http://bit.ly/QsrCxw

    The opiate business especially for the democratic party who has a sizable constituency dependent on their medicare/medicaid prescription is a huge political issue. "If you don't vote for us you will lose your free drugs which you are hopelessly addicted to." It could be argued it was their entire political platform over the last 8 years. The fact that they prevented generic oxycontin from coming on the market while allowing it to be sold in various forms from Purdue points to political rent seeking. The fact that they are targeting one specific companies product when their are multiple similar products on the market is basically the smoke coming from the gun. Since they are sophists they are quite skilled at hiding the gun.

    Non-abusable will be even better to sell to drug abusers because they will need to buy 5 of them to get the same high they got from crushing up one which leads to a higher volume of sales (if they don't just bypass the abuse deterrent all together we are talking about the people who brought you cold water extraction). It is such an easy thing to foresee if you spend 10 minutes reading bluelight.

    There is a doctor between patient and pill. If the governor knew what he was doing he would understand it's a regulatory problem not a medication problem.

    Zogenix figured this out, read their conference call. They actually are taking steps to prevent the problem caused by their predecessors' products. Why doesn't congress focus on this?

    But Russia's a gas station.

    This reminds me of The Aviator when they call Howard Hughes in front of congress to attempt to steal his company. It seems they are doing the same thing to Zogenix.

    Notice some horrible crisis occurs which allows these people to hijack the discussion whenever their businesses are at risk. RUSSIA IS IMPUTINANT!, THE WAR ON PRESCRIPTION DRUGS WHICH WE ARE GOING TO SELL ANYWAY!, RAPE!, NUCLEAR BOMBS! whatever.
    Mar 29 05:26 PM | Likes Like |Link to Comment
  • Microsoft Just Killed Itself, Apple Wins Again [View article]
    Going to take the other side of this but it is possible that by adding Office 365 to iOS it will cause users to remember that Microsoft is still an important part of the ecosystem. The next time they choose to buy a computer they might opt out of the more expensive iMachine and go for the better hardware value they get with the PC.
    Mar 22 10:03 AM | Likes Like |Link to Comment
COMMENTS STATS
94 Comments
65 Likes