Seeking Alpha

Opko Health slides on talk of Lakewood short position

  • Shares of Opko Health (OPK -5.4%) abruptly turn red after rallying earlier in the session.
  • Chatter suggests Lakewood Capital's Anthony Bozza has disclosed a short position.
  • Bozza spoke today at the Robin Hood Investors Conference Lightning Round.
Comments (14)
  • Growfast
    , contributor
    Comments (271) | Send Message
     
    This is an interesting phenomenon. So, Lakewood discloses a short position, so a number of shareholders head for the exits? Good opportunity to grab more shares at low prices.
    21 Nov 2013, 02:34 PM Reply Like
  • Igor Rivin
    , contributor
    Comments (151) | Send Message
     
    Especially interesting because Lakewood has a LONG position: http://bit.ly/Ik7F73
    22 Nov 2013, 11:42 AM Reply Like
  • suzanny
    , contributor
    Comments (9) | Send Message
     
    I am always interested in more information. What is it about the OB/GYN Dr.' Qualifications that gives his short position merit?
    21 Nov 2013, 03:03 PM Reply Like
  • Igor Rivin
    , contributor
    Comments (151) | Send Message
     
    OB/GYN?
    22 Nov 2013, 11:42 AM Reply Like
  • recognizer007
    , contributor
    Comments (33) | Send Message
     
    Another short.....hope he's got BILLIONS...lol
    21 Nov 2013, 03:18 PM Reply Like
  • woww99
    , contributor
    Comments (13) | Send Message
     
    Sold @ 10.75 - bought it back at 9.88; OPK - the gift that keeps on giving!
    21 Nov 2013, 03:46 PM Reply Like
  • ronlafond
    , contributor
    Comments (2) | Send Message
     
    Nothing like playing into their hand so their short works. Buy more, drive the price up and force a short-squeeze.
    21 Nov 2013, 03:48 PM Reply Like
  • Pepka
    , contributor
    Comments (4) | Send Message
     
    Growfast is dead on... time to add on! OPK $11+ before 2014 hits!
    21 Nov 2013, 03:48 PM Reply Like
  • Pepka
    , contributor
    Comments (4) | Send Message
     
    Frost's track record > Lakewood's track record
    21 Nov 2013, 03:48 PM Reply Like
  • Igor Rivin
    , contributor
    Comments (151) | Send Message
     
    Lakewood is one of the best mediocre money managers...
    22 Nov 2013, 11:40 AM Reply Like
  • ronlafond
    , contributor
    Comments (2) | Send Message
     
    Maybe he missed out on his position so he's trying to drive the price down.
    21 Nov 2013, 03:56 PM Reply Like
  • Vitouche
    , contributor
    Comment (1) | Send Message
     
    Dr Frost keeps buying, they have so many products in the pipeline with huge potential, the sector is on fire, so I picked up another large position at 9.75
    21 Nov 2013, 04:08 PM Reply Like
  • quantitude
    , contributor
    Comment (1) | Send Message
     
    Lakewood Capital had already discussed their short position in OPK in their Q1 2013 letter to investors. How did that work out and why is this breaking news now?
    21 Nov 2013, 08:07 PM Reply Like
  • JJ786
    , contributor
    Comment (1) | Send Message
     
    Who knows more about Opko, Mr Bozzo or Dr Frost?
    Dr Frost is still buying almost daily. (see finviz.com) I rest my case.
    22 Nov 2013, 01:55 PM Reply Like
DJIA (DIA) S&P 500 (SPY)