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Ernest P Icahn

Ernest P Icahn
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  • 4 Mid Caps Rated Buy By Ned Davis Research: A Look At Hedging Them [View article]
    17 Feb 2012 Questcor execs award themselves 802,396 Options @ $35.78, considered stock-based compensation, a non-operating expense (Sarbanes/Oxley). Six Insiders granted $28.71 million. The options will accrue to diluted shares (Sarbanes/Oxley). A hush-hush back-room adopted deal, for which no consideration was given to stockholders and not a bit of news was ever whispered, we can believe it's one more reason there's 16 million (25%) Short Interest. (See SEC form 4's)
    May 18 02:29 PM | 1 Like Like |Link to Comment
  • Questcor's CEO Presents at Bank of America Merrill Lynch 2012 Health Care Conference (Transcript) [View article]
    Presenting everywhere for months hasn't effected the stinkin' stock price 1 iota. How much more than 100% Institutional ownership can you get?
    May 17 02:47 PM | Likes Like |Link to Comment
  • Gold adds to earlier gains, +2.7% at $1578.60 and bouncing off 10-month lows on technical buying and as shorts get squeezed. Big miners rally on heavy volume: NEM +6.1%, ABX +6.4%, GG +7.9%, KGC +7.5%, IAG +6.4%, AEM +6.1%, AUQ +10.8%. Smaller miners jump too: MUX +14.7%, BAA +13.7%, PVG +11.1%, AZK +10.6%.  [View news story]
    Got out of AUQ just below $9. Latest low around $6.91 looks like a good re-entry point.
    May 17 01:43 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Sold KOG 5-11-12 $9.06 No bounce just going down like oil, other commodities & market sentiment.
    May 16 09:21 AM | 1 Like Like |Link to Comment
  • Kodiak: Undervalued At $9 [View article]
    It's the decline in the Stock Price I'd be worried about. Sold 5-11-12 $9.06 just in time.
    May 16 09:09 AM | Likes Like |Link to Comment
  • Kodiak: Undervalued At $9 [View article]
    The market is always looking forward, much more forward than just 2012.
    May 16 09:03 AM | Likes Like |Link to Comment
  • Kodiak: Undervalued At $9 [View article]
    Not so fast. Oil is on a declining rampage just like last August from $102 to $77, only this year it's starting in May, $105 to $94 in 9-days. Who knows how low it will go as more layers of oil are found in the Bakkken, they're doing too good of a job in bringing even more of it to market.
    May 14 03:40 PM | Likes Like |Link to Comment
  • Long-Term Investors: Kodiak Is A Steal At $8.50 [View article]
    No bounce - Sold 5-11-12, $9.06, I wouldn't get all bent out of shape about bargains, the price of Oil is declining rapidly. $105 to $94 in 9-days. They're finding more and more layers of oil, doing too good of a job in the Bakken. It follows that what happened to Gas is happening to Oil. Last August Oil dropped from $102 to $77. This year it's starting in May. What does that tell you? I would wait for the stock to dip, and I mean dip to recently unheard of new lows!
    May 14 03:17 PM | Likes Like |Link to Comment
  • Tucows CEOs Discuss 1Q 2012 Results - Earnings Call Transcript [View article]
    How specifically is Ting service billed?
    May 10 01:48 PM | Likes Like |Link to Comment
  • Jaguar Mining: An Activist Investor Waiting To Pounce [View article]
    Quick Punishment chopping down those that will not perform. FOSL crashed almost $50 yesterday including AH.;c=
    May 9 09:02 AM | Likes Like |Link to Comment
  • Undervalued Actuate Delivers Solid Growth [View article]
    Checked 27 April, quote from Vector Vest:

    "BIRT has a current Value of $8.63 per share. Therefore, it is undervalued compared to its Price of $7.00 per share."

    I think this was before earnings so the value may be raised now/soon.
    May 8 02:58 PM | Likes Like |Link to Comment
  • Notable earnings after Monday's close: CLNE, FRT, EA, IVR, OAS, PAA, PBI, RAX, SGY, VNO, VVUS  [View news story]
    AOS. Bakken Shale Oil stocks mixed. KOG +1.88% on best "miss" I've ever seen, guidance positive. Good for America, pipeline soon to be reversed/oil exported. lol
    May 6 09:25 PM | Likes Like |Link to Comment
  • Bakken Update: 2012 Stock Picks Revisited [View article]
    If new Fed laws are made on fracing/water contamination all I've heard is that they won't take effect until 2015. Not saying that States that want them can not enact their own laws much faster, though.
    May 6 02:53 PM | Likes Like |Link to Comment
  • Questcor: Acthar Will Lead Stock To New Highs In 2013 [View article]
    Comparing Biotech to Tech sector? Cheap Chinese ACTH. $24,000+ per vial charged by QCOR. Gouging? Oh oh! Uncle Sam mandated cuts coming.
    May 6 02:22 PM | Likes Like |Link to Comment
  • Avoid The Pending Bad News From Chimera Investment Corp. Sell The Shares Now [View article]
    Why was the firing of their auditor so untimely? That is the $4.00/$2.38 question.
    It will be a sorry case if the accounting has to be corrected going a long way back.
    That would have skewed a lot of investors and analysts past decisions.
    May 6 01:43 PM | 1 Like Like |Link to Comment