Comments on Wall Street Mayhem's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/wall-street-mayhem/articles http://seekingalpha.com/article/83766-assurant-is-a-compelling-short-sell?source=feed#comment-211154 211154 Mon, 21 Jul 2008 21:29:15 -0400 http://seekingalpha.com/article/83766-assurant-is-a-compelling-short-sell?source=feed#comment-198650 198650 Fri, 04 Jul 2008 14:10:15 -0400 http://seekingalpha.com/article/83766-assurant-is-a-compelling-short-sell?source=feed#comment-198568 198568 Fri, 04 Jul 2008 11:46:03 -0400
These have held up far better than private MBS.]]> http://seekingalpha.com/article/49580-keeping-ninetowns-on-the-radar-taking-profits?source=feed#comment-98335 98335 Thu, 11 Oct 2007 07:08:02 -0400 http://seekingalpha.com/article/32283-anika-therapeutics-should-rise-on-european-approval?source=feed#comment-85644 85644 Mon, 07 May 2007 10:49:40 -0400
I started a position this morning, having been watching for a while. They reported a pretty disappointing quarter, but no sellers emerged. Not a surprising reaction, given that the launch of Elevess is imminent.

I am buying for the following reasons: Orthovisc and Elevess cater to high growth markets, the stock is very reasonably priced in terms of PE, P/B and P/S, it is virtually uncovered by Wall Street and it has a stellar balance sheet. I am willing to ride the coattails of Royce, and there are some other smart guys too (DFA). I see this as a value stock today and a growth stock tomorrow (well, later this year!).

My concerns: Not sure about management (due to my lack of knowledge only), not sure about competitive landscape. Galderma is a great partner, but AGN and MRX are marketing machines.

I am not betting the ranch at 13.45, but there should be enough upside to get more exposure later after the launch happens. If this stock can get a 25 multiple on 2008 EPS, it is headed to 19 (or higher if the earnings come in ahead of projections).]]> http://seekingalpha.com/article/32068-today-s-mgic-investment-earnings-report-subprime-reckoning-day?source=feed#comment-84106 84106 Thu, 12 Apr 2007 08:45:21 -0400 http://seekingalpha.com/article/26614-eye-on-primewest-energy-trust?source=feed#comment-81537 81537 Fri, 16 Feb 2007 21:07:37 -0500 In 3-4 yrs an investor at these prices would easily make back most..if not all..of the losses seen already in dividends alone. When..not if..heavy oil becomes one of the few viable options for reserve expansion those companies will desperately need Primewest's gas.....]]> http://seekingalpha.com/article/26614-eye-on-primewest-energy-trust?source=feed#comment-81419 81419 Wed, 14 Feb 2007 08:53:50 -0500 www.cbo.gov/showdoc.cf...

Correct version...

" 1. That a Distribution Tax (at a rate of 21% for 2007, 20.5% for 2008, 20% for 2009, 19% for 2010 and 18.5% for the 2011 and subsequent calendar years, plus 13% on account of provincial income tax for each of those calendar years, prorated for taxation years that include days in more than one of those calendar years) apply to certain distributions from publicly-traded trusts (other than real estate investment trusts) and publicly-traded partnerships, with effect..."]]> http://seekingalpha.com/article/26614-eye-on-primewest-energy-trust?source=feed#comment-81342 81342 Mon, 12 Feb 2007 09:45:42 -0500 http://seekingalpha.com/article/26549-buying-dell-on-michael-s-return?source=feed#comment-81268 81268 Fri, 09 Feb 2007 05:54:22 -0500