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mershaw2001

mershaw2001
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  • Cree - Interesting Entry Opportunity In A Long-Term Growth Play [View article]
    What is the current state of the stock buyback? I recall that CREE was investing 300 million in their own stock- is that completed, ongoing and will that be increased in future quarters? I think they were buying in the 45 dollar range last quarter.
    Aug 18 06:19 PM | Likes Like |Link to Comment
  • SolarCity's Rise Presents An Opportunity To Short [View article]
    Without a discussion of the retained value metric that solar city uses to define their growth (either support it or trash it), I don't see any of the numbers above as useful.
    Jun 30 05:04 PM | 4 Likes Like |Link to Comment
  • After hours Gainers / Losers [View news story]
    Not sure how you're finding these, but TSLA isn't down in after hours, it's up. Your algorithm or whatever you used picked up on a late institutional trade that was just printed after hours. This isn't the first time this happened either...
    Jun 23 05:41 PM | 5 Likes Like |Link to Comment
  • Do Day Traders Evidence Skill? [View article]
    If I recall correctly, the authors only count trades that are opened and closed within the same day to characterize Day Traders. Trades that someone might open and let run because its profitable were not taken into account, skewing the finding.
    Jun 15 03:29 AM | 1 Like Like |Link to Comment
  • Retrophin: An Attractive Short Candidate Due To Numerous Red Flags [View article]
    So why raise guidance repeatedly? How can they miss on their first and second guidance and have to raise it repeatedly? I can see one raise once the deal went through. Also, do you think there will be any repercussions from Martin's tweets?
    May 30 01:11 PM | 1 Like Like |Link to Comment
  • Navidea - Pipeline Restructuring Conference Call (5/16/14) [View instapost]
    Thank you!
    May 27 03:44 PM | Likes Like |Link to Comment
  • Tesla: We've Got Some Numbers For February [View article]
    This author is one of the best contrarian indicators i know for momentum stocks, suggesting to short pandora, netflix, tesla, amazon.. etc.
    Mar 10 02:30 PM | 16 Likes Like |Link to Comment
  • Tesla: Hope Dies Last [View article]
    I'm not sure whose hoping is going to die. Tesla is at $222 in germany the morning you wrote this, after Morgan stanley upgraded them with a $320 price target. Hopefully the market opens and we go up from there.
    Feb 25 03:55 AM | 9 Likes Like |Link to Comment
  • This May Be Gold, But It Is Not Golden [View article]
    thanks david!
    Feb 17 02:37 PM | Likes Like |Link to Comment
  • This May Be Gold, But It Is Not Golden [View article]
    I'm curious about the last warning- on paper gold. I don't ever want gold delivered to me, I've got no place to put it and no way to safeguard it. So should I stick with the paper then?
    Feb 16 04:39 PM | Likes Like |Link to Comment
  • InterMune Is Set To Outperform Its Main Competitor [View article]
    Author, you say
    Positive results in previous trials, combined with the rich patient data InterMune has been collecting throughout the countries where Esbriet is already marketed, make it very likely that nintedanib will demonstrate statistical significance in ASCEND trials, and will be approved by the FDA next year.

    Did you really mean Nintedanib? Isn't that their competitors drug? Did you mean pirfenidone?
    Feb 12 11:03 PM | Likes Like |Link to Comment
  • Q2 2014 Immunogen Inc Earnings Conference call (Webcast) [View article]
    I think seeking alpha has the wrong date. On Immunogen.com, it says
    The Company will host a conference call at 8:00 a.m. ET on Friday, January 31, 2014, to discuss ImmunoGen's financial results for the three-month period ended December 31, 2013.
    Jan 24 03:54 PM | Likes Like |Link to Comment
  • Money flows into mREITs as averages and yields tumble [View news story]
    Damage to the book value is already done. These companies have hedged up, but it's after the fact and the hedging just hurts them now because it eliminates the gains as these MBS return to lower interest rates
    Jan 23 02:30 PM | Likes Like |Link to Comment
  • Short Netflix Into Earnings? Maybe, If You Hedge The Trade [View article]
    Mr. Blair, did you actually take your advice and have this trade open through earnings?
    Jan 22 04:55 PM | 1 Like Like |Link to Comment
  • Short Netflix Into Earnings? Maybe, If You Hedge The Trade [View article]
    Also, you say you shorted the stock at 332. If you short the put for 21 dollars, it would appear that your break even point is when your short stock position loses you 21 dollars, or 332+21= 353, not 356.

    I'm assuming you meant your break even point was 356 in this statement? "If the stock moves higher, I will still be in the money until it moves through $356."
    Jan 21 08:57 PM | Likes Like |Link to Comment
COMMENTS STATS
107 Comments
151 Likes