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GemInvestor.

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  • Canadian Imperial Bank Of Commerce: A Good Addition To Your Income Portfolio [View article]
    I like the Canadian banks!! My only issue, the current exchange rate..living in the states, I'm losing around 20% per dividend..
    Mar 19, 2015. 06:18 PM | Likes Like |Link to Comment
  • AT&T: Cheaply Priced Despite Interest Rate Risk [View article]
    My ownership of T has a great deal to do with their (t)expansion plans into Mexico and beyond. The money spent on these international ventures should give some life back to the T!! In the mean time, I'm getting paid wait..
    Mar 12, 2015. 03:35 PM | 4 Likes Like |Link to Comment
  • Why I Would Not Build A Retirement Portfolio On Procter & Gamble [View article]
    P&G is as steady as they come. But at present valuation, not interesting at all. Current PE of close to 26, historical 5 year PE average, 20. And the earnings yield is only 3.8%.
    Feb 17, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Update: BioLife Announces Preliminary Revenues For 2014 [View article]
    "This particular sector in Biotech should be profitable as a whole. There is plenty of room for both companies to be wildly successful IMHO. " SNPJedi, I agree 100%! Good chatting.
    Jan 28, 2015. 05:37 PM | Likes Like |Link to Comment
  • Update: BioLife Announces Preliminary Revenues For 2014 [View article]
    Lets at least be fair in comparisons. Source: Yahoo. 1 year loss, BLFS , 78% from the 52 week high. CYRX, 1 year loss from the 52 week high, 32%. Both stocks have performed terribly. As far as the 19 million loss, 13 million was a one time write down for options related expense. Back that loss out, BLFS and CYRX were on par in 2014. We can continue to debate the past, but it's the future I find more exciting.

    In reply to your 2nd paragraph. Review UPS True Cryo, DHL Thermonet and FedEx deep frozen. Here's a video for your review. http://bit.ly/1BlyAnI
    Not only did the big 3 choose Cryoport for their patented containers ,but also, for their advanced logistical cloud based software. And that software is scalable for any temperature range.
    When you think CAR T cells or for that matter, any biologic that needs to be shipped frozen, we are not talking $20 shipments to the consumer. Take a look at the Zacks reports. Same analyst. Fiscal 2017 Calls for 40 million in revenue, CYRX, and only 17 million for BLFS. That's the importance of having the big 3 on your side

    As I stated previously, Cryoport has a weak balance sheet, and they (CYRX) do trade over the counter. Two issues that need to be resolved. Thanks for your reply.
    Jan 27, 2015. 07:54 PM | Likes Like |Link to Comment
  • CAR-T Vs ErbB3 Market Opportunity Comparison [View article]
    Author: "For CAR-T therapies, it is important to consider that CAR-T is a highly involved form of therapy. The patient must have their T-cells harvested, re-engineered and re-infused. This is costly and may pose some logistical / quality challenges."

    Dendreon I BELIEVE, was the first company to introduce a personalized drug requiring 3 trips. One of the main reasons stated for bankruptcy, the complexity of the logistics. Read right below the headline.
    http://bit.ly/1EMYVPi

    Took the following excerpt from an article yesterday. "Dr. Miesowicz is scheduled to present a case study during a focus session titled, "Logistics 1: Placing logistics at the heart of the cell and gene therapy business model,"

    The logistics issue has been addressed from a cost and quality control perspective. Link provided for review. http://www.cryoport.com
    Jan 26, 2015. 11:33 PM | Likes Like |Link to Comment
  • Update: BioLife Announces Preliminary Revenues For 2014 [View article]
    This will be a hot space eventually. With the exciting developments taking place via personalized medicine, logistics is the heart of the model. Companies such as CYRX and BLFS should do very well in my opinion. I just prefer CYRX for several reasons. Partnerships with UPS,DHL and Fedex, Industry leading cloud based technology software , and the late founder of Amgen via his trust, is investing. And I believe that expansion/growth is starting to happen now.

    http://yhoo.it/1BrzZvG
    Jan 26, 2015. 09:42 AM | Likes Like |Link to Comment
  • Update: BioLife Announces Preliminary Revenues For 2014 [View article]
    Thank you! If you get a chance, maybe you can present a seeking alpha article on CryoPort (CYRX) as well. Would love to hear your thoughts.
    Jan 14, 2015. 09:48 PM | Likes Like |Link to Comment
  • Update: BioLife Announces Preliminary Revenues For 2014 [View article]
    Good space to invest, but I would suggest researching a company called Cryoport as well. (CYRX)

    Recent Partnerships. UPS & DHL. Links provided. Older signings, FedEx & Zoetis. (Unit of Pfizer)


    http://bit.ly/1sAnVYh

    http://bit.ly/1sAnVYl

    http://bit.ly/1sAnTQb

    http://bit.ly/1sAnTQd

    One reason the stock is under the radar, It trades over the counter. Also, CYRX cash position is weak, but they are debt free.
    Jan 14, 2015. 09:36 PM | Likes Like |Link to Comment
  • American Realty Capital plunges over accounting probe [View news story]
    "Previously announced annual dividend rate is not affected by the estimated reductions in AFFO"

    http://yhoo.it/1wD9v7P
    Oct 29, 2014. 10:57 AM | 4 Likes Like |Link to Comment
  • MVC Capital: A Deeply Undervalued BDC [View article]
    Thanks for the article. Own both the equity and debt.
    Oct 21, 2014. 06:37 PM | 1 Like Like |Link to Comment
  • Preferred Shares With Rising Rates: 2 Picks And A Pan [View article]
    Thanks for the article. I took a position in VRP.
    Oct 7, 2014. 12:53 PM | Likes Like |Link to Comment
  • Update: BioLife Q2 Earnings - Strong Growth Reaffirms Bull Thesis [View article]
    BLFS, in my opinion, a one size fits all entity. Preserving temperatures is just one part of the overall process. Each individual company shipping frozen samples in today's global environment requires, custom solutions. Not only does that solution encompass preservation of samples, but a global logistics network, backed by a cloud based technology for implementing real time tracking, temperature excursions and documentation for overseas deliveries.

    While I'm not here to recommend CryoPort, there's a reason that DHL & FedEx have both integrated their portals with CyroPort's, and that Pfizer has CryoPort managing their animal divisions global logistics, which includes, CryoPort's dry vapor containers. Ocasa, not a household name, but Latin America's top shipping company, has partnered with CryoPort as well.

    One size fits all, a business model destined for a very tough road ahead, if not failure, when referring to worldwide healthcare logistics. I wish you the best in your investment endeavor.
    Aug 19, 2014. 07:26 PM | Likes Like |Link to Comment
  • Update: BioLife Q2 Earnings - Strong Growth Reaffirms Bull Thesis [View article]
    CryoPort (OTCQB:CYRX) is the go to company for deep frozen & Cryogenics. DHL Just signed a deal with CryoPort to support their 45 plus thermonet locations. Pfizer's animal unit Zoetis, (now a separate company) signed a global deal last year for complete logistics management. FedEx has signed on, and Liventa, a leading stem cell company for orthopedics, as well as some smaller companies. Annual revenue run rate, should be some where around 5/6 million for the year. Gross margins are 36%. Company is losing money, but has reduced their burn each quarter.
    Aug 9, 2014. 10:49 AM | Likes Like |Link to Comment
  • Cryoport Is Coming Back As A Leader In Biotech Shipments [View article]
    I've been following the company for a few years and have a position. It would have been nice if the author mentioned the evolving relationship between CryoPort & Pfizer's animal division, Zoetis, strong insider support, and just recently, three new customer announcements.

    Does the author know how much revenue Fedex and DHL provide to CryoPort's top line?
    Jun 23, 2014. 09:07 AM | Likes Like |Link to Comment
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