Applera Corp-Applied Biosystems Group (ABI)

All Comments on ABI

  • commenter
    User 206053
    Jun 24 12:10 AM
    General Discussion on ABI
    what is current status of ABI, I mean do we hold of sell? Reply
  • commenter
    Everyday
    Finance
    May 09 08:20 AM
    My Website
    Will M&A Activity Boost PowerShares Dynamic Biotech & Genome ETF? [view article]
    I agree that there will be continued play in the sector given the desperation of the majors to develop their own drugs internally to offset the massive patent expirations occurring over the next few years.

    Interestingly, there's a pretty strong seasonality to the biotech sector and we're still in the trough. Generally such trends are spotted quickly and evaporate due to efficient markets within a couple years, but this one's still in place it seems (I had used BBH as my proxy due to longer tenure, but trade with XBI due to better representation of the sector and less reliance on AMGN, DNA).

    The sector outperforms big time in the late fall/winter on a pretty routine basis:

    everydayfinance.blogsp...

    Reply
  • commenter
    John DNA
    May 01 10:52 AM
    General Discussion on ABI
    SAC annoucement - They have a lot to say with only a 5.1% interest in ABI - Their comments were out of line. The only thing they managed to do was to upset many hard working dedicated employees who have contribute to the success of Applera and its business units of Applied Biosystems and Celera. As Forrest Gump said “That is all I am going to say about that” . Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:19 AM
    My Website
    General Discussion on ABI
    Is this a buy or a sell? Reply
  • commenter
    sunrises
    Mar 06 02:14 PM
    Stocks with Biggest Change in Short Interest [view article]
    Thank you Bespoke IGrp for all the reviews given till today! Reply
  • commenter
    sunrises
    Mar 06 02:06 PM
    Stocks with Biggest Change in Short Interest [view article]
    Perhaps, it's time for VMWare (VMW) to move out of it's wood shed and back onto the playing field. Gregory Ness outlines how the company offers its protection along with it's teammates such as Symantics, Mcafee & Checkpoint. Vmsafe initiative, a milestone, is making a difference. Institutions appear to be buying. Finally - we'll see it's return! Reply
  • commenter
    User 158526
    Feb 28 10:11 PM
    Stocks with Biggest Change in Short Interest [view article]
    Novice question...whom releases those Short Interest numbers and where might I view them directly on a bi-monthly basis? Thanks Reply
  • commenter
    Kunst
    Jan 03 02:00 AM
    Can The Fed Inflate Its Way Out of Housing, Credit Mess? [view article]
    I was in New Orleans about a year and a half before Hurricane Katrina. It was obvious and acknowledged that NO was at tremendous risk of exactly the kind of catastrophe that happened on August 29, 2005. Yet there were people who basically said, "no serious hurricane has hit here since 1935, so we don't need to worry." If someone warned of this danger for decades, does that mean they were wrong and should be ignored? Winston Churchill was considered a bit of a nut case for being so hung up on the danger posed by Adolph Hitler in the 1930's. Neville Chamberlain was the popular hero because he told people what they wanted to hear; too bad it wasn't true. There will be a big earthquake in California in the not-to-distant future. Geologists have been saying that for decades. Should we mock and disregard them because it hasn't happened yet? What will you say when it does? What will you say when the unsustainable American system of debt-based overconsumption finally crashes? Putting off the inevitable doesn't change the end result. Reply
  • commenter
    Peter Davis
    Jan 02 11:38 PM
    Can The Fed Inflate Its Way Out of Housing, Credit Mess? [view article]
    Much like Mr. Bohrer writes, I, too, love arguing with fools. I actually had someone tell me the other day that market crashes are caused by lack of information disclosure (i.e. market participants don't have all the relevant information and therefore act irrationally). I honestly didn't know where to start my response other than to point out the fact that people rarely act rationally and what is rational to one person is completely irrational to another.

    As for the presence of fools, even in the world of high finance, why not? I've often thought that financial "professionals&qu... get far too easy a ride from the general public. Because most people are mystified and intimidated by the markets, they assume that everyone who makes their living in the markets is somehow brilliant. I couldn't disagree more.

    Basic Darwinian theory tells us that survival indeed belongs to the fittest. Expanding upon that, I'd argue that the percentage of people who are highly competent at whatever they choose to do is small. Most people are average; thus, the definition of the word. If most people are average, it's reasonable to assume that they will fall prey to the same mistakes, the same follies. Why should financial professionals be any different?

    Throw in ego, greed and fear and the "average" mistakes become real doozies, but is there really any surprise? Isn't history rife with bubbles and crashes caused by the wisdom of the average masses?

    So I say, "Let the fools continue!" It sure makes for great arguments.     Reply
  • commenter
    cheesecake
    Jan 02 06:04 PM
    My Website
    Can The Fed Inflate Its Way Out of Housing, Credit Mess? [view article]
    too pessimistic. there is a credit bubble and certainly inflation on the horizon, but it's not the end all. that's why the stock market is still near it's all time high's. the subprime mess is simply too many risky loans (a small % of the total though). credit / loans based derivatives as a % of total financial instruments are small also.
    inflation is a real problem, but global growth also has a lot to do with it.     Reply
  • commenter
    robert99
    Jan 02 12:05 PM
    Can The Fed Inflate Its Way Out of Housing, Credit Mess? [view article]
    Excellent article. I love arguing with fools, because they generally base their arguments on untrue premises which are easily demolished with simple reason - And then, vindication through predictions that usually come to pass. This time will be no different. Unfortunately, those same fools probably will learn nothing of themselves or their lack of reasoning skills, and will go on to make more baseless predictions based on a combination of whatever their "gut" tells them combined with their take on whatever they see on the boob tube. It would seem that fools are everywhere, even in the high dollar, high stakes financial world - And that here, too, they will never change their ways. Score one for objective reasoning, minus one for everything else. Reply
  • commenter
    Ernie
    Montague
    Jan 02 11:30 AM
    Can The Fed Inflate Its Way Out of Housing, Credit Mess? [view article]
    Well, there is certainly no doubt that inflation has been the primary tool of the Fed financial policy. Anyone who has been alive long enough can vouch for that. When a house in Ca that cost $35k in 1965 is worth $1.3 million forty years later, you have inflation. At a 9.5% yearly rate. There is simply no way around that, and 50% of that inflation has been in the last six years.

    Yes, I would say inflation ( the favorite government tool to keep expanding bureaucracy and "paying" off debt) has been extreme. And they still insist it is 2-4% yearly.     Reply
  • commenter
    Genesis
    Jan 02 09:09 AM
    My Website
    Can The Fed Inflate Its Way Out of Housing, Credit Mess? [view article]
    Spot-on.

    A few days ago I published my "07 look back and 08 look forward" at market-ticker.denninge... where I essentially laid out the same prognostication, with a LOT of background.

    Comments I've received include that "its hard to read".

    Well, yeah.

    But the herd doesn't want to hear it, and that will be their undoing. The "to the moon Alice" folks keep believing because, well, so far it has worked.

    Why?

    As you noted, its a matter of consumers and others being willing and able to borrow, and others being willing to lend.

    Unfortunately now all the collateral that's worth anything has been pledged, along with a lot of worthless collateral or that pledged at
    FAR beyond its "fair value."

    Now the deflationary downstroke comes. Whether we like it or not, when you pump asset values beyond their intrinsic reality, the debt that leverages off it will default. There is simply no other alternative.

    And as debt defaults, deflation happens. This too cannot be avoided.

    Buckle up folks - this is the fun part of the ride....     Reply
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