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Grillo Capital Management

Grillo Capital Management
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  • GCVRZ Forum [View instapost]
    $GCVRZ 5064 patients in US and this meets first sales milestone assuming $79k for first half of regimen. My math correct? Thoughts?
    Nov 17, 2014. 01:15 PM | Likes Like |Link to Comment
  • CVRs on Lemtrada +135% following approval [View news story]
    5064 patients in US and this meets first sales milestone assuming $79k for first half of regimen. My math correct? Thoughts?
    Nov 17, 2014. 01:03 PM | 1 Like Like |Link to Comment
  • Disaster Strikes For American Realty Capital Properties [View article]
    Same in Boston
    Oct 29, 2014. 12:55 PM | 2 Likes Like |Link to Comment
  • Usana May Reveal A Litany Of Problems [View article]
    Crazy earnings... Want to see what's in 10Q and listen to conference call tomorrow...
    Oct 28, 2014. 04:15 PM | Likes Like |Link to Comment
  • Usana May Reveal A Litany Of Problems [View article]
    Surprised by the price action and recent coverage and price targets. Mine is much lower. Looking for USNA to fall from overbought territory.
    Oct 21, 2014. 01:13 PM | Likes Like |Link to Comment
  • S&P 500 Could Fall To 1,760 On Earnings Growth Disappointment [View article]
    Author doesn't pick the headlines...
    Oct 16, 2014. 12:27 PM | Likes Like |Link to Comment
  • Usana May Reveal A Litany Of Problems [View article]
    Thoughts on USNA this quarter?
    Oct 16, 2014. 11:02 AM | Likes Like |Link to Comment
  • Yelp Investors Will Soon Be Calling For Help [View article]
    I doubt this gets bought out until the FTC investigation is complete. I can't imagine that any potential buyer would want to take that on.
    Jul 21, 2014. 08:08 PM | 1 Like Like |Link to Comment
  • Yum, McDonald's ensnared in another China food safety scandal [View news story]
    Rule of thumb...Don't eat at any food chain that has an advertisement. You will lose weight too!!
    Jul 21, 2014. 03:58 PM | 2 Likes Like |Link to Comment
  • Vringo flies higher, Google workaround proposal rejected [View news story]
    Crushed it!!
    Jan 22, 2014. 12:23 PM | Likes Like |Link to Comment
  • Initial Jobless Claims: -23K to 340K vs. 345K consensus, 363K prior (revised). Continuing claims -112K to 2.91M. [View news story]
    It has to go down... Companies can't cut any more. They have to produce something.
    May 23, 2013. 09:42 AM | 3 Likes Like |Link to Comment
  • More on Blackstone (BX) Q1 earnings: Economic net income of $0.55, up 25% Y/Y. Fee revenue +3% Y/Y, performance fees +57% Y/Y, investment income +62% Y/Y. Advisory fees off 12% Y/Y - slower M&A and fewer P-E fund closings. Fee-earning AUM up 9% Y/Y to $171B. Just $325M put to work in P-E in Q1. "Dry powder" of $35.8B. Shares +3% premarket. (PR[View news story]
    BX paying $0.30 per share for Q1 div. 5.9% forward div!!!
    Apr 18, 2013. 12:21 PM | Likes Like |Link to Comment
  • A "strategic shift" is afoot at the mortgage REITs, says Wunderlich's Merrill Ross, as the gorilla in agency MBS (the Fed) has some looking at assets like commercial mortgages and private label securitizations. Exhibit A is Annaly's (NLY) purchase of CreXus (CXS). "It's like the Yankees saying they are going to diversity out of baseball," says Jefferies' wary Daniel Furtado. [View news story]
    The Yankees diversified out of baseball very nicely and I expect nothing less from NLY.
    Feb 19, 2013. 12:40 PM | 1 Like Like |Link to Comment
  • Vringo Vs. Google: Google Did Not 'Flip-Flop' Or Concede To Ongoing Royalties [View article]
    It's not true that no other news came out that day. The price rose most significantly after the FCC dropped its case against Google's monopoly over search. Clearly if Google's revenues were going to be impacted by the FCC then VRNGs would be as well.
    Jan 8, 2013. 12:51 PM | Likes Like |Link to Comment
  • Vringo Vs. Google: Investors' Trial FAQ [View article]
    Hi Steve,

    Thank you for all of your work. If Google loses the case and appeals, do we have to wait for the patent office to rule on google's request for validity?

    Thanks,
    GCM
    Oct 29, 2012. 08:53 AM | Likes Like |Link to Comment
COMMENTS STATS
16 Comments
12 Likes