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  • Opko Health: The Placebo Effect [View article]
    Dear Sir, according to a fellow hedge fund manager "hedge funds, especially serious ones, do not post their so-called proprietary research on public forums"! I looked at your report and I am stunned at how superficial the quality of the research is, especially on the science front! If you are so confident with your research, disclose details of your position.
    Dec 11, 2013. 01:59 PM | 8 Likes Like |Link to Comment
  • Is Opko Health A House Of Cards? [View article]
    It is perfectly alright to be short! That's what makes a market! In a sense, I agree with you that the recent run in OPKO stock price is too fast and too aggressive! However, absent any critical analysis of OPK's pipeline and its tremendous potential, your short thesis is very weak! The famous saying goes never short a market cap! Short deteriorating fundamentals! Knowing that there is 35 million shares short AND ALL UNDER WATER just makes me wonder how will this play out. I fear it can and probably will get ugly (especially for those that shorted from the 5-6 levels)..
    Oct 18, 2013. 12:11 PM | 7 Likes Like |Link to Comment
  • Is Intrepid Potash Cheap Enough? [View article]
    Very good analysis. Thank you.
    Aug 7, 2013. 11:55 AM | Likes Like |Link to Comment
  • BlackBerry: Z10 Likely To Fail, Q10 And Q5 Give Hope [View article]
    Dear Ashraf, I live in Dubai, one of the most important markets for Blackberry (because of local and transit sales). Both the Z10 and the Q10 are extremely popular here. There are sold unlocked (without contract).Out of 30 senior executives working at our company, 25 have upgraded to the new platform; 14 to the Z10 and 11 to the Q10, and the remaining 5 still use the Bold 9900. I did try both. First, I bought a Z10 (before the Q10 was released) and boy I fell in love with it!. Now, when it comes to battery life, there is no comparison between the Z10 and the Android devices (Samsung included). And it remains simply the best and the most reliable email machine! When the Q10 was released, I could not resist it! I dare say the Q10 is probably the best smart phone I ever used. I actually bought Blackberry stock for the first time after using the new phones and having seen the strong reception here. Best of luck to all..
    Jun 17, 2013. 06:31 AM | 33 Likes Like |Link to Comment
  • Good News For The Sandstorm Siblings [View article]
    Jason, I tend to agree with you that the Vale deal looks very unattractive given today's market. Moreover, pricing aside, SLW financial risk increased significantly after the Vale transaction because of the debt load. The thing I really like about SAND is the fact they are debt free with hoard of cash. For SAND, I am worried about 2 things, 1) valuation and 2) skyrocketing short interest.
    May 25, 2013. 06:55 AM | 1 Like Like |Link to Comment
  • My Next Move With Sandstorm Gold [View article]
    Thank you. Very nice article. The most interesting part is Buffet's quote "When a management team ..... it is the reputation of the business that remains intact.", which I found truly enlightening. This is right on the mark! For me, investing in SAND, is more about Nolan and his team than gold! I agree with you [and with Nolan for that matter] on the bearish sentiment for gold in the near term. However, longer term, with or without speculators, I see gold continuing to head higher. Thank you again..
    Apr 20, 2013. 05:36 AM | 1 Like Like |Link to Comment
  • You Can Bet On Gold Glittering Again [View article]
    Dear David, Very good and well balanced article. Insightful analysis of what had occured leading to this bloodbath. The barrage of negative comments [on gold] above is just unbelievable and reflects the current sentiment! and could serve as a contrarian indicator!! I am like you, frustrated by the short term volatility, but continue to hold on to my positions (GLD, SLW, SAND, RGLD, FNV) built several years ago. I am well diversified and hence the overall effect on portfolio is tolerable. Keep up the nice work..
    Apr 17, 2013. 02:40 AM | 1 Like Like |Link to Comment
  • Sandstorm Should Over-Achieve In 2013 [View article]
    Jason, when you do interview Nolan, please post a link or let me know if you have a personal website for us to see the interview. Going back to the all-time-high short position, is this a cause for concern for you? The large bets on further downside is worrisome to me. The other 2 gold streaming companies (FNV & RGLD) have seen uptick in short positions but the % of the increase is no where near the increase on SAND.
    Apr 1, 2013. 12:34 PM | 1 Like Like |Link to Comment
  • Sandstorm Should Over-Achieve In 2013 [View article]
    Thank you for the insightful analysis. I thought that management's guidance for attributable production for 2013 was just too conservative! Your excellent analysis confirms this impression. However, in fairness to management they provided their guidance for 2013 before Luna updated their production guidance. On a separate note, are you alarmed at all by the huge spike recently in short interest to 3.3 million shares (all time high)? Thanks again..
    Apr 1, 2013. 07:13 AM | Likes Like |Link to Comment
  • Patience Is The Key With Sandstorm Gold [View article]
    You cited 3 justifications for your target price of $6.5. I will not comment on your "Technical Analysis". As far as Entrée Deal, it is true the deal was not well received by the market. But fact of the matter is, the investment accounts for less than 4% of market cap! The third key factor is the "gold price". This is the most important factor. It all comes down to the price of gold.

    To suggest any "target" price, you should have addressed basic valuation parameters. You did not look at multiples, NAV, or analyst targets! Absent such analysis, your article added no value to me.
    Mar 1, 2013. 03:35 AM | 5 Likes Like |Link to Comment
  • Acacia Research Corporation - Meeting Unmet Needs [View article]
    Very interesting article. Thank you very much. Buying ACTG anywhere between $20-$25 was indeed a great opportunity! I think that the Street had grown very frustrated with ACTG's overly-cautious disclosure practices. The press releases say very little and never quantify the effect of events (settlement/licensing/... In addition of course to the well-recognized lumpiness of revenue issue. I believe that the scarcity of information and inherent difficulty to analyze ACTG were among the reasons we were able to build positions at these levels! I like the business model a lot. I like the cash hoard. I like the growing patent portfolio. I see tremendous potential for ADAPTIX and ACCESS portfolios. All in all, it is a very exciting opportunity. Thanks again for a very nice article..
    Jan 12, 2013. 10:15 AM | 1 Like Like |Link to Comment
  • Why I'm 'In Cash' For Biotechs In A Bearish Market [View article]
    Nice article. Thank you. Just one comment; assuming you are right that the market is heading south, do not you think that quality biotech plays are defensive by nature? Take a company like QCOR (which has its own unique issues), its revenue is unlikely to be affected by a recession. In fact, I tend to view quality (less risky) biotechs as smart holdings in times of uncertainty.
    Nov 21, 2012. 04:48 PM | 2 Likes Like |Link to Comment
  • Questcor III: After The Earnings [View article]
    Dear Mike, Thank you very much. Excellent analysis as usual.
    Oct 30, 2012. 01:14 PM | 2 Likes Like |Link to Comment
  • Questcor Pharmaceuticals - An Opportunity Following The Bear Raid? [View article]
    Thank you very much for an objective analysis of QCOR situation. I find it really scary that shorts can actually orchestrate negative events for companies they short! Thanks again..
    Oct 3, 2012. 01:22 PM | 1 Like Like |Link to Comment
  • Citigroup Valuation Suggests A Reality Check With A Warning [View article]
    C does not have a dividend yield of 3.8%
    May 21, 2012. 04:23 PM | 3 Likes Like |Link to Comment