Seeking Alpha


Send Message
View as an RSS Feed
View turtleuofs' Comments BY TICKER:
Latest  |  Highest rated
  • Midday Gainers / Losers [View news story]
    If prescription data starts confirming price movement, and SNY/MNKD prove to the market they have addressed the issues in the early 'soft release' (and in the end I believe it will) then you ain't seen nothing yet. This is about the 2nd or 3rd inning.

    Look at it this way - anyone who went short between 9/14 and now is likely showing a loss, not even including (the very high) borrow costs. A couple more days like today and they'll be hitting the ask with everything they've got trying to close it out.

    MNKD was one of the top 10 shorted stocks. This doesn't happen that often so don't get too used to it ;)
    Jun 8, 2015. 01:28 PM | 6 Likes Like |Link to Comment
  • Next China bull catalyst could be Wednesday [View news story]
    I wouldn't stand in the way of this train. You can choose to not be long, but being short is suicide. The Chinese stock market has finally caught up where it was 7 years ago, only GDP is now much higher and they have made real progress on reforms and transitioning their economy.

    Sure, ghost cities, overconstruction, malinvestment, blah blah blah. We have the same thing here in the US too. Obamacare, labor force shrinking, death of middle class, etc. There's always a bear case...and the Chinese bear case is well documented and widely known.

    Almost everyone out there is calling this a bubble...which means it's almost certainly not a bubble
    Jun 8, 2015. 10:29 AM | 3 Likes Like |Link to Comment
  • Facebook launches no-frills app for emerging markets users [View news story]
    There's a fine line between intrusive and convenient.

    I'm like you in that I always default to intrusive. I value my FB doesn't really fit into my social life.

    However, the majority of people would probably call this more convenient.

    All depends on who you ask...
    Jun 5, 2015. 10:39 AM | Likes Like |Link to Comment
  • Lessons I Learned From Owning MNKD [View article]
    This seems easier than it is, because if you're truly this young of an investor, you've never been around outside of a bull market. Not that you can't make money while the music's still playing ;)
    Jun 3, 2015. 11:21 AM | 3 Likes Like |Link to Comment
  • Activision Blizzard: Q1 Was Not That Strong [View article]
    Good article, thanks.

    Your reasoning makes sense, although I think you're undervaluing the brand loyalty to names like Warcraft, Starcraft, Diablo and Cod...not to mention guitar hero.

    Gamers hate EA with a passion. As long as Blizzard keeps executing like they have in the past, this will be a blue chip in everyone's portfolio.
    May 27, 2015. 09:58 AM | Likes Like |Link to Comment
  • MannKind's Afrezza Inhaled Insulin: A Game Changer For Seniors With Diabetes [View article]
    I think you need to re-read the article he linked. Specifically this section:

    "Managing insulin can be a complex endeavor," said study author Dr. Andrew Geller, a medical officer at the U.S. Centers for Disease Control and Prevention. "We knew it would cause a lot of emergency-department visits for adverse events, but we didn't expect the full severity of these events. Almost two-thirds involved things like passing out and seizures."

    In an editorial accompanying the study, Dr. Sei Lee stressed that the problem of low blood sugar -- also called hypoglycemia -- in the older population is serious.

    "Hypoglycemia is more prevalent in older adults, but we don't have strong data to say why this is happening," said Lee, an associate professor in the division of geriatrics at the University of California, San Francisco. "For those seniors living independently, vision gets worse with increasing age, and arthritis and fine motor control may [make] injecting insulin more difficult.

    Remove your bear hat for a minute and read that again, try to be neutral. You're telling me that Afrezza doesn't sound like a good fit for them?
    A) Easier to use
    B) Lower risk of hypos
    May 21, 2015. 09:48 AM | 10 Likes Like |Link to Comment
  • MannKind's Afrezza Inhaled Insulin: A Game Changer For Seniors With Diabetes [View article]
    I did just this. Plus I've been primarily building up the position in my IRA, which if I'm not mistaken the brokerage firms can't borrow.
    May 21, 2015. 09:35 AM | 2 Likes Like |Link to Comment
  • MannKind Finally Catches A Break [View article]
    All I know is Goldman increased its holdings by 39% while putting a sell on the stock ;)
    May 19, 2015. 09:29 AM | 8 Likes Like |Link to Comment
  • Afrezza's Slow Launch: It's Still Early, But I Kinda Told You So [View article]
    I think this is where there is much more of a difference in user experience than the tests have managed (so far) to capture on paper.
    May 12, 2015. 09:33 AM | 11 Likes Like |Link to Comment
  • LifeLogger Technologies Corporation: One Employee And A $55 Million Market Cap [View article]
    Just got sucked into clickbait which led me to a promo on this stock

    Headline read something like "This will be the best performing stock of 2015" or something along those lines.

    Story sounded moderately interesting, albeit tired, so I glanced at the stock. First warning sign was a $40mm market cap for a company they claimed would be the next GoPro.

    Something smells fishy with this one. I'm going to stay far away. My $$ would be on this thing slowly going to $0, likely with a good amount of dilution along the way.
    May 5, 2015. 10:11 AM | 1 Like Like |Link to Comment
  • LifeLogger Technologies Corporation: One Employee And A $55 Million Market Cap [View article]
    How'd it go? I take it not good
    May 5, 2015. 10:07 AM | Likes Like |Link to Comment
  • Why I Just Bought Sprouts Farmers Market [View article]
    I wouldn't say Trader Joe's is better, just very different. As others have commented, Trader Joe's is far more focused on pre-packaged/prepared food under its private label than the others mentioned...and doesn't have much in the way of fresh produce.

    IMO that's why it works better in an urban setting. It's made to fit in a tighter space for people who don't have a lot of time on their hands.

    It certainly couldn't replace a 30k sq foot supermarket with a full produce section. Rather, it's more of a complement
    Apr 17, 2015. 01:23 PM | Likes Like |Link to Comment
  • Why I Just Bought Sprouts Farmers Market [View article]
    Except for the one at Union Square....
    Apr 17, 2015. 01:19 PM | Likes Like |Link to Comment
  • MannKind Valuation Scenarios [View article]
    Exactly. Same here. I like the approach he took with the article. It's always prudent to look at a conservative 'BASE CASE' and tweak the numbers from there. You have to start somewhere.

    Obviously there are scenarios where the label expands, they hit blockbuster drug status, and technosphere is used in 50 new medications....and looking at the 'Bull thesis' is certainly important.

    But the bull case shouldn't be the basis for your investment...unless you're just taking a speculative nibble and treating it like a lottery ticket.
    Apr 2, 2015. 11:07 AM | 3 Likes Like |Link to Comment
  • MannKind Valuation Scenarios [View article]
    Afrezza succeeding is certainly not a certainty.

    But...I think if it fails it won't even be product-related..neither med nor delivery. Its efficacy is proven, and I think the lung cancer worries are unfounded.

    I think if it fails it will be for one of a couple reason:

    1) Pricing - Obamacare has far-reaching implications for the insurers that haven't fully played out yet. If this thing gets stuck in tier 3/4 forever, people might be willing to (or be forced to for budget purposes) do the injections if it's saving them $2-3k/year b/c their insurance company won't cover it

    2) Marketing - Sanofi reps failing to market correctly or failing to fully explain benefits (both label and off-label) to Dr's
    Apr 2, 2015. 11:03 AM | Likes Like |Link to Comment