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bellweather1

bellweather1
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  • Penn West: Expect Little Growth Until 2016 [View article]
    Very nice, balanced article, outlining the offsetting contingencies-I thought the R/R was very favorable in the mid to low 7s, which is why I'm sorry I didn't get up earlier today-would have picked up some more(lol).

    Bottom Line: On balance, I think the ceo(who appears to be a real, no nonsense, oil man)is exercising a sound long-term strategy, with a very high chance of success-the oil industry equivalent of "tough love", which is just, IMO, what this company needed!

    However, if your caution is justified, I should get another chance...

    Best regards,

    bw
    Mar 7 01:48 PM | 3 Likes Like |Link to Comment
  • Putting the biotech boom in perspective [View news story]
    Some sector funds probably are. But as I already stated, biotech, in particular, is a stock pickers market, so I favor(and only own) individual stocks. I guess post dip, a fund analogue of the IBB would be a good investment long term.
    Feb 25 01:24 PM | Likes Like |Link to Comment
  • Putting the biotech boom in perspective [View news story]
    Heem, that has been the mantra of so many people in all markets, not just biotech... But frothiness, to my mind, is in the eye of the beholder, and should only be evaluated in comparison to the other alternatives.

    Current broad market levels (at approx. 16xs) continue to provide a preferable alternative to most fixed income alternatives. Biotech, which by it's very nature, is a speculative domain, is always priced far above the general market. But, unlike the dot com era, valuations by and large still bear some relation to future earnings potential-however, determining which COs warrant these higher valuations and which are essentially just over-hyped is the responsibility of the individual investor-i.e.perhaps more so than any other sector, it is a stock pickers market.

    Bottom line, therefore, is that despite corrections, this sector will remain "frothy" by any conventional standards. Nevertheless, COs that warrant lofty valuations will continue to advance, so don't expect global sector corrections to provide you with entry points because by the time these occur, the stocks you should want to invest in will be that much more expensive.
    Feb 24 08:24 PM | 2 Likes Like |Link to Comment
  • Putting the biotech boom in perspective [View news story]
    I can appreciate the implications of this article in broad terms, and I'm sure the volatility we've seen will continue because of the risks inherent in rapid growth in a field where most investors knowledge is relatively superficial. However, by and large, I think this growth has a long way to go for 2 predominant reasons:

    1) the demographics of industrial populations, that will continue to need the products that only biotech, in so many cases, is able to provide.

    2)the maturation our understanding of the human genome continues to increase our awareness of new, more effective targets in such a wide range of disease types, that we're beginning to see real clinical solutions and benefits where none existed-as a result many death sentence diseases will be converted to chronic ones, and this will ultimately support the dramatic increases in value within the sector that produced them-namely biotech.
    Feb 24 04:33 PM | 2 Likes Like |Link to Comment
  • Durable goods sinks 7.3% [View news story]
    Just(somewhat bizarrely)same old bad news is good news(via QE)!!!
    Aug 26 02:32 PM | Likes Like |Link to Comment
  • Northwest Biotherapeutics Surges On Perfect Storm Of Short Squeeze, New Buying Interest [View article]
    Mr. Smith,

    I have read your articles with great interest, and am a shareholder in both imuc and nwbo, but I'm wondering what you think about nwbo's latest sec filing in which they disclose that they have almost no cash and enormous liabilities. This seems to have precipitated a 16% decline in today's stock price. Please see http://1.usa.gov/XN2Zw4

    Thanks,

    bw
    Nov 16 03:05 PM | Likes Like |Link to Comment
  • Ariad Pharmaceuticals Gearing Up For Ponatinib's Approval [View article]
    Agree with several others that the SA readership is more astute and scientifically adept than your comment imply-nuts and bolts analysis backed up with scientific facts and figures are just what I, and many of the rest of this audience, are hungry for.

    Better to challenge those who aren't comfortable with the data, to bring themselves up to speed, rather than the all too typical reverse.

    In addition, the readership of SA will only continue to improve in both number and sophistication if it supplies more articles of this quality.

    Thanks for a Great Survey Report!!!
    Aug 30 06:13 PM | 1 Like Like |Link to Comment
  • Biotech ETFs are near all-time highs despite overall market weakness, due to successful trials - e.g. for Vertex's (VRTX) cystic fibrosis treatment - and because some investors are betting on deals occurring. One ETF that is doing particularly well this year is iShares Nasdaq Biotech (IBB). Others include XBI, FBT and BBH.  [View news story]
    I guess there may be some people out there who aren't already aware of this, but if there are, I hope(for their sake) they aren't biotech investors-

    It's always important to be aware of the sector trend of your investments.

    I think the other important point, concerning the current outperformance of the biotech sector, relates to anticipated positive surprises at ASCO 2012.

    The related risk, of course, is that, in view of the overall mkt weakness, you'll see a catch-up selloff on the news-

    what is and isn't priced in???
    May 14 03:00 PM | Likes Like |Link to Comment
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