VFC's Stock House

Growth, momentum, long-term horizon, newsletter provider
VFC's Stock House
Growth, momentum, long-term horizon, newsletter provider
Contributor since: 2009
Company: VFC's Stock House
All,
Some great discussion points in this thread. Appreciate it. Picked up a few shares myself.
VFC
@phubaiguy,
I will attest that it was merely a coincidence that my article posted at the same time that downgrade came out, my friend. I'm not a fan of analysts, those guys have agendas that do not coincide with the agendas of the retail guy - in this case the agenda, IMO, favors short guy who is still covering after last year's drop. I agree, no other reason for a downgrade.
I don't mind the haterz out there that sit in their boxers and have nothing intelligent to add to the discussion, like the couple that started this reply chain, but let's not accuse VFC of working with an analyst that issues a weak downgrade when nothing in the story changed.
Thanks for inputting into the discussion, though.
Good luck!
VFC
@hkng,
Thanks for the meaningless addition to the discussion. There's always one. Weak.
VFC
@Jared,
True to a certain extent ... past trends and patterns can certainly influence future trading. The chart guys make a living off of it.
Investors following small biotechs also follow past trends of price spikes and dilution to tell them when to sell the next time it happens.
Capstone is in a similar boat as a developing biotech - great technology, just not at the point of profitability yet. Nothing wrong with buying and holding - I used to do that myself before I decided to play the trading game, too, in order to bank profits in the short term while waiting out the long term - but until profitability is met, there's not much to fight the shorts who tend to arrive each and every time $CPST approaches the two dollar mark.
Like you said, though, those not looking for a quick buck are not interested in the short term price movement- their eyes are on Capstone's trek towards profitability.
Nice post, thanks for adding to the discussion.
VFC
@Redwood and Jared,
Yes, Capstone banked a great week. The markets are at record highs right now, or at least pretty close to them, and my point to that effect is that investors tend to come down with "everything I touch turns to gold syndrome," which keeps them from taking some profits off the table when they maybe should due to all the euphoria of the green portfolio. I discussed that syndrome here http://seekingalpha.co... a little earlier in the week.
Granted, Capstone is an independant story making great strides, but profitability is not there. I've followed and written about this stock since 2007, and until it proves otherwise, I will continue to believe that it is best to sell a few trading shares into these rallies because pullbacks always occur - until they don't. We haven't yet seen "until they don't" play out in the market yet.
Thanks for the discussion!
VFC
Mr. Mark,
I 100% agree with your points about shadiness behind the Mannkind story, and especially what you say about analysts and major media outlets ignoring those stories and the implications that they can have on material events and trading patterns. The Dendreon story, and all the conflicts-of-interest behind that one may take the cake.
It is true that these Mannking tidbits are a joke, too.
Another awkward twist in this story that may have hurt Mannkind's cause was the alleged fraud and coverup through the clinical trials. ALthough that suit was dropped, it was also a pretty shady chain of events. I briefly discussed that here: http://bit.ly/KbP91V
Thanks for adding to the discussion and sharing your views. I'd like to see Mannkind succeed, because I always like a good success story - unlike some more prominent writers out there who cheer for failure - but I also heavily entertain the other side, too.
Good luck! Have a great weekend.
VFC

Thanks for the words, @tfrank.
@Jdoe and Stephen Faulkner - I don't know for certainty that this is his sentiment, I am making an assessment and forming an opinion based on common sense and his actions since making that SIRI deal, which was a precursor to his essentially pushing Karmazin out the door, too.
His actions speak to my assessment being correct.
Thanks for the comments and input!
VFC
@Mr. Mark,
I've covered the topic for years, myself at VFC's Stock House, you're simply-rewording the point I made. The FDA required new tests with the updated inhaler. My point was, I believe that if the FDA were overly impressed, they could have conditionally approved either solely for use with the older model inhaler or condionally with the new generation.
I never could understand why Mannkind did not see that one coming, that the FDA may require additional results with the new inhaler.
Thanks for inputting into the discussion, and nice shout-out to the late Paul Harvey.
VFC
@Googer,
Agreed, just picturing Malone's mindset behind his recent actions and decision making.
VFC
@Mr. Mark,
You're re-stating what I'm talking about, and I've covered the topic for years, myself at VFC's Stock House. The FDA required new tests with the updated inhaler. My point was, I believe that if the FDA were overly impressed, they could have conditionally approved either solely for use with the older model inhaler or condionally with the new generation.
I never could understand why Mannkind did not see that one coming, that the FDA may require additional results with the new inhaler.
Thanks for inputting into the discussion, and nice shout-out to the late Paul Harvey.
VFC
@Jdoe and Stephen Faulkner - I don't know for certainty that this is his sentiment, I am making an assessment and forming an opinion based on common sense and his actions since making that SIRI deal, which was a precursor to his essentially pushing Karmazin out the door, too.
Thanks for the comments and input!
VFC
@chet,
Appreciate the input, the four billion number is, in fact, a reference to to the revenue number coming in.
VFC
@Henry B. Thanks for the input, sounds like you've got a plan. And that's what it's all about.
Good luck!
VFC
Nice. I'm still on a bit of an extended summer break. Good luck!
VFC
@Jion,
Saw That. Huge.
Thanks,
VFC
@truesouth,
Thank you for contributing to the discussion. Much appreciated! The story is definately becoming quite intriguing!
VFC
@Mav - Have written extensively regarding INO ... http://bit.ly/cAHZ42 ... as Phase III draws nearer, this one should get a bunch more attention.
VFC
@johndrew,
Fair enough, but it's not all about you, my friend. You may have heard the story before, but for some, the first encounter to SSH may have been this post. It's only fair to all to provide a recap, while addressing the news of the day.
You are not forced to read anything in its entirety, take from it what you will. Constructive criticism is always welcome, as long as it has the consideration of others in mind, and not just your own.
Thanks for reading.
VFC
@Robert,
Your projections are noted and you make a sound case, in no way was I attempting to take away from that. My use of the word "optimistic" should not be contrued as skeptical, as should the C-Pulse make market, it will definately become a game changer.
Use of the word in this case implied that your arguement counters the sentiment of the current market cap, which does not give much credence to success at this point. By optimistic, I mean you're confident in success, as am I, hence my long position.
The market cap could - and should - appreciate in value as the trial progresses, assuming continued positive results and investors look at this company with a less speculative eye.
VFC
@Johndrew,
The goal sometimes is to discuss a company and how recent events relate to its present trading future prospects, in this case the discussion revolved around the price offering that wiped nearly a buck off the share price. Such events can often drive away the uninitiated investor.
I wish the best to you while working your hostility issues.
Thanks for the comment,
VFC
@lazer,
I am long $SNWV.OB. See link: http://bit.ly/17FQNka
Thanks for the comment!
VFC
@john,
Appreciate the comment. Agree, the dilution is not bad, comparatively speaking and the key is the end-game results. In the meantime, the opportunities to trade should continue to present themselves.
On the note of a market correction, yes the broad rally is still there, but the increase in volatility over the past couple of weeks makes me think that somewhat of a pullback is going to come at some point, but as you said - doesn't look like this week is it. Still think it's coming, though.
Thanks for adding to the discussion.
VFC
@bluefire...
That's quite the money profile pic you got there. Love it. Sometimes it's just a matter of patience, hey? TTNP.PK, for instance was at a penny a few years back, then jumped to over two and is still coming back to offer investors the opportunity for big-bank trading. $AMRN, as I described, could be another $HGSI - see Amarin getting bought at higher than the 28% premium $OMPI got, though, if a buyout does eventually materialize.
Thanks for the comment.
VFC
@bigthinker,
I, too, waited a bit before buying the rebound hype, but I've test-drove the Z10 and like it. Also like the momentum gained overseas and the security benefits. Still think it's a tough road to regain past glory, but a solid revival story this one should become.
Thanks for the comments.
VFC
@LyYogi,
Me, too. Good Luck.
VFC
@tpim,
Huge. http://bit.ly/16phIA8
VFC
@Yazz,
Good to hear from you again. Agreed, $MNKD could enjoy a nice runup later this year. Believe your comments are @AMRN are spot-on, too. As I've mentioned, reminds me of HGSI when everyone gave up on a buyout, stop dropped and was all but forgotten about until it doubled overnight on a buyout offer.
Thanks for the comment.
VFC
@TomSkope - agreed, $BBRY has a good opportunity at a comeback, in my opinion, $AAPL completely oversaturated the market and everyone's brains with new iPhones every other month, and like you said - Android was never too much of a groundbreaker. They hype created around the Z10 may be just what the doctor ordered while the Q10 could bring back the loyalists who like the button keyboards - like this guy.
Thanks for the comment.
VFC
@LastLap,
In regards to growth into Europe, I would imagine it's more about satellites that have a footprint over there in their orbit, don't believe that laws would be a road block. The Virgin moves gives them access to the market, I believe. If nothing else subscribers may be able to pay to access SIRI channels in conjunction with a TV package - SIRI was part of a DirecTV package, too, a few years back.
VFC
@Nino,
Pump and dump or not, one can't argue with the trend over the past five years, flying to over three bucks from a nickel. Of course there have been ups and downs along the way, but that's natural as traders bank a quick buck while the longs also win.
VFC
@Venezuelan Dictator,
Check out my site http://bit.ly/cAHZ42, I have followed Titan Pharmaceuticals for the better part of eight years now, and made bank many times trading that one - especially when it traded for a penny a few years back.
Thanks for the input.
VFC
@West Coast-
Thanks for the MNKD update.
VFC