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bnizzle

bnizzle
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  • The Key To Apple's Undervaluation And Amazon's Overvaluation [View article]
    I have not read their research, but did they upgrade based on technicals?
    May 15 11:12 AM | Likes Like |Link to Comment
  • The Key To Apple's Undervaluation And Amazon's Overvaluation [View article]
    I have thought for awhile that Amazon should trade more like Ebay, a company with a somewhat stable business and a growth component. Amazon is sort of the grocery store of the internet with low margins and potential pitfalls everywhere. It seems as though they have found a small growth niche temporarily, but I wouldn't expect it to go on for too long as it is pretty much impossible to grow into a forward PE of 200 (unless your timeframe is 10 years in the future). I have no position though.
    May 14 04:32 PM | 1 Like Like |Link to Comment
  • Will Realism Prevail As GlaxoSmithKline Goes Hostile With $6.2 Billion Human Genome Sciences Bid? [View article]
    http://bit.ly/JAFhZI

    $2.6 is the number as everyone has stated.
    May 9 10:06 PM | Likes Like |Link to Comment
  • Nokia's (NOK) Lumia 900 continues to post decent U.S. sales, says Raymond James' Tavis McCourt: conversations with sales reps suggest the device is still being actively promoted (previous), and is AT&T's second most popular model after the iPhone. However, Bernstein's Pierre Ferragu, long bearish on Nokia, claims interest in the Lumia is "evaporating in European markets."  [View news story]
    Hopefully other carriers will pick it up soon.
    May 9 09:57 PM | Likes Like |Link to Comment
  • Will Realism Prevail As GlaxoSmithKline Goes Hostile With $6.2 Billion Human Genome Sciences Bid? [View article]
    Hm... I did think that they were going to offer a bit more, but I guess they are playing for keeps.
    May 9 05:03 PM | Likes Like |Link to Comment
  • Apple's (AAPL) much-rumored TV set will resemble a much larger Cinema Display, a "well-placed" source tells Cult of Mac. In-line with earlier rumors, the source also claims the product will feature Siri, and an iSight camera to enable FaceTime video calls.  [View news story]
    The hole punching is faster I think, but I guess even Amtrak needs to find a reason to buy Apple products.
    May 8 12:37 PM | Likes Like |Link to Comment
  • Apple's (AAPL) much-rumored TV set will resemble a much larger Cinema Display, a "well-placed" source tells Cult of Mac. In-line with earlier rumors, the source also claims the product will feature Siri, and an iSight camera to enable FaceTime video calls.  [View news story]
    A 5% market share of new TV purchases is probably all they are aiming for in 2013. Their trick is to never discount and to have people continue to buy.
    May 7 03:34 PM | 2 Likes Like |Link to Comment
  • As Yahoo's (YHOO) board meets over how to deal with Scott Thompson's resume embellishment ahead of Dan Loeb's deadline, Dan Lyons offers a contrarian stance. Phony CS degree or not, Thompson is a 54-year-old ex-PayPal CEO, Lyons argues, and his critics have an axe to grind with both him and Yahoo. "Facebook is a cool kid. So is Apple. Yahoo is the loser kid that nobody likes."  [View news story]
    I like the analogy. I just hope that the loser kid is actually a socially awkward genius and not a future meth addict.
    May 7 11:38 AM | Likes Like |Link to Comment
  • S&P 500 futures gap down 1% at the open following Hollande's victory in France and a poor showing by Pasok and New Democracy in Greece (regional elections in Germany didn't go Merkel's way either). German Dax futures -1.3%, France's CAC 40 -1.5%. The euro gaps down 70 pips to $1.3009 vs. the greenback, and £0.8059 vs. sterling, the lowest level since late 2008.  [View news story]
    This thread is just a huge mess of dog poop.
    May 6 09:58 PM | 2 Likes Like |Link to Comment
  • Exit polls in Greece show the 2 pro-bailout parties garnering just 32-36% of the vote, maybe not enough to form a majority government. It's a shocking fall for Pasok and New Democracy, which together claimed nearly 80% of the vote in 2009. "The exit polls confirm ... there's no political consensus for the kind of reforms Greece must implement if it wants to remain in the eurozone," says Nicholas Spiro.  [View news story]
    The election results actually make things very clear for the euro zone. Poor countries must leave and print their own money. There is no catalyst to produce unification among people.
    May 6 04:27 PM | 5 Likes Like |Link to Comment
  • The Biggest Risk In Nokia's Turnaround [View article]
    Sorry, annual dividend.
    May 4 01:33 PM | Likes Like |Link to Comment
  • Yahoo Board May Have Made Its Last Mistake With Thompson Hire [View article]
    I don't understand how you can hire someone for >1 million a year without at least getting all the information. I have to request college transcripts to get hired for anything.

    Dan Loeb is going to chop shop the company when he takes control, and I guess if the management is that bad, there is nothing I can say as a shareholder to disagree. I hope the employees get jobs at better companies when this is over.
    May 4 01:10 PM | 1 Like Like |Link to Comment
  • The Biggest Risk In Nokia's Turnaround [View article]
    I guess that's a bonus to the people who stuck it out until now or bought at 4-5, but they only have ~10 billion cash + short investments and 3.7billion shares outstanding.
    May 4 12:50 PM | Likes Like |Link to Comment
  • The Biggest Risk In Nokia's Turnaround [View article]
    Why is nokia still paying its quarterly dividend?
    May 4 12:39 PM | Likes Like |Link to Comment
  • Human Genome Sciences Will Soar As Benlysta Gains Traction [View article]
    Benlysta is the only real differentiator for this company currently. However, the drug suffers from both demographic and efficacy problems. The demographic issue being that lupus often leads to partial work disability meaning that insurance coverage is easily lost and that when these people are picked up by medicaid, medicaid will often not pay for the treatment due to its minimal disease score improvements. With out of pocket costs being relatively high, most of the partially insured patients will not be able to afford the medication. It may also face competition from pipeline lupus treatments from other companies.

    Albiglutide could potentially ramp up in 1-2 years, but Exenatide will go off patent in 2016 and could potentially undercut all GLP1 agonists even though it is dosed twice daily. You can look at Victoza sales to figure out the approximate adoption by patients looking to decrease their injection frequency. In 2010, Exenatide sales were approximately 700 million while Victoza grew substantially but were still less than 1B. But now that Bydureon is out (whose target is 1.5 billion in sales by 2016) and is a once weekly injection, where does that leave Albiglutide, a 2-3x weekly injection? HGSI has 1 me too drug out now and 1 in the pipeline. Their product profile is robust, but not spectacular. They are certainly not a single digit pharma stock, but I think the most likely scenario is that GSK revises its offer slightly higher and they take it.
    Apr 25 05:16 PM | Likes Like |Link to Comment
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