Seeking Alpha


Send Message
View as an RSS Feed
View rokony's Comments BY TICKER:
Latest comments  |  Highest rated
  • How Alzheimer's Blood Tests Could Paradoxically Free The Long-Term Care Market [View article]
    I don't agree with the logic to this article at all. For one thing, Alzheimer's is just one of MANY reasons people need long term care. There are multiple kinds of dementia, and endless physical breakdowns of the body, etc. Once we can predict ALL of those items, then insurance will be very difficult unless, I suppose, people start buying it when they are in their 20's.

    I also take issue with the following:
    The seen in the health insurance industry of course is that more and more people have health insurance. The government touts this as an achievement. But it is not, because it causes the unseen. That is, in the causal sense, that insurance premiums keep rising precisely because of mandated coverage.

    My response:
    The author is creating his own unseen about mandated coverage: eventually the premiums will come down once all the uncovered people who already use medical services and don't pay start putting into the system. Insurance premiums won't simply rise endlessly forever without the eventual balancing out of costs thanks to this pressure being reduced. Normally I don't mind the anti-obamacare rants, but since you are talking about missing unseens, you really dropped the ball on that crucial part of the equation.
    Mar 29, 2014. 10:10 AM | 2 Likes Like |Link to Comment
  • Celsion: Raised From The Dead [View article]
    In terms of this being a long term success I'll believe it when I see it. Management was VERY clear about the trial being a failure when that conference call shattered so many people's hopes for success (both health AND investment success). So either they are doing some creative thinking to find their positive results, or the original understanding of the results were so inept as to be almost criminal. Either way, the common investor just can't touch this company except as an outrageous speculative play.
    Jun 4, 2013. 12:09 PM | 1 Like Like |Link to Comment
  • Jamba Offers Attractive Value For The Patient Investor [View article]
    I like JMBA a lot. In fact, contrary to Wallstmind's experiences, I have been going into many Jamba locations in northern california and have noted a significant number of full stores-- blenders buzzing! In two locations, one by the Oakland CA airport and one in the San Pablo area, the Starbucks were LESS busy than the Jamba Juice. And the activity was true even in the evening, when it was colder. I am VERY intrigued by the upcoming Jamba presentation at the 25th annual Roth Conference. I believe this stock has legs.
    Mar 12, 2013. 03:59 PM | 1 Like Like |Link to Comment
  • Valuing Amarantus - Where Financial Reality Meets Scientific Hope [View article]
    CLSN has soured me on biotech. The pumping was just through the roof and felt a lot like this article. I will hold ambs, but I expect nothing anymore -- especially at this 'anything could happen' stage. The diagnostics insight did make this article worth the read though. Thanks.
    Mar 12, 2013. 03:19 PM | 1 Like Like |Link to Comment
  • Is This The Most Reliable Stock Market Indicator Ever? [View article]
    I'm not sure I agree. If the market ends being UP at the end of the year, that at least means that Feb-Dec did not not do poorly as a whole. The writer's assertion is that we have NOT have a down January, so he feels there will be no recession given the remarkable statistics of January UP years. Since history is no guarantee of future events, we will not know what happens until 2014. But a recent study showed a chimp doing better at predicting the market than the pros, so all of this is anyone's guess!
    Feb 20, 2013. 01:04 AM | 2 Likes Like |Link to Comment
  • Why Celsion Is A Strong Buy On The Dip [View article]
    The problem I have here is that the new negative article is very thorough, AND you did a good job at re-iterating your long position as well. However, this is a binary event, and I think it's safe to say there will be several ups and downs heading into the data. The big question is HOW LOW WILL IT GO? Your article suggests that a person should buy, yet you are long, so this is not so helpful. I suppose you feel we have hit the very bottom of the lowest dip before trials - so it's buy time. I don't agree, and I am grateful that you are required to share your positions.
    SO, do you really think this is THE bottom, and if not, how low?
    Personally I think it could flirt with the mid $6's again because of the conflicting info and the nature of binary events.
    Dec 17, 2012. 04:36 PM | Likes Like |Link to Comment
  • Biotech Weekly Recap: The Market Holds While Biotech Crumbles [View article]
    SGYP also had a lot of movement last week as they are getting ready for phase 3 top line data release -- all kinds market movers are playing with the stock (testing highs and lows it seems) before the big announcement.
    Dec 10, 2012. 01:09 AM | Likes Like |Link to Comment
  • The 'Crash JPMorgan' Campaign [View article]
    There is not a snowball's chance in Hell that JPM is going away anytime soon. (Unless there is an all-out mega collapse of the global economy and I'm not betting on that one!)
    Nov 26, 2012. 02:05 AM | 1 Like Like |Link to Comment
  • This Undervalued High Dividend Stock Goes Ex-Dividend This Week (11/29/12) [View article]
    I don't know...TIS has nearly doubled in value to $21 bucks since last year, and its book value is 10 bucks, and it has 2x debt to cash. Unless it is about to break out for some unknown reason, I don't see any jump up. Only downside risk.
    Nov 24, 2012. 05:18 PM | 5 Likes Like |Link to Comment
  • Even With A Fiscal Cliff Deal, Stocks And The U.S. Economy Will Unravel In 2013 [View article]
    Actually, a lot of Obama's ideas ARE former Republican positions. It's just this country as a whole has moved right. Under Eisenhower and Nixon the top effective tax rates on the wealthy were over 70%. And Obamacare, which was Romneycare, was a Republican position. So, depending on your age, you can be an old school conservative (before Rush Limbaugh, Sean Hannity, Sarah Palin, etc) and still find Obama's policy appealing. It simply shows character to be willing to state your case despite current political extremism on the right.
    Nov 20, 2012. 01:03 AM | 2 Likes Like |Link to Comment
  • JPMorgan Chase Is Slightly Overvalued [View article]
    I have been investing for barely 1 year. I am still learning...That said, aside from the technicals in this article, what about the following information: JPM is 10 bucks below its book value, has a $234 cash per share, a miniscule short interest of 1.20%, a p/e of 8.6, an operating margin of 34%, and is experiencing yoy growth. Aren't these the kind of numbers that would indicate a buy?
    Nov 20, 2012. 12:55 AM | Likes Like |Link to Comment
  • The Fiscal Cliff... Of 1937 [View article]
    Thank you, Michael! I feel your argument is VERY strong.
    Nov 14, 2012. 08:15 PM | Likes Like |Link to Comment
  • 5 Buying Opportunities Rallying Off Multi-Year Lows With Room To Run [View article]
    When a company has $4.18billion in debt, and $34million in cash, and pays a big dividend....even if it looks like it could go up. I just can't touch it. Debt is too high for me.
    Nov 9, 2012. 03:41 AM | Likes Like |Link to Comment
  • QE3: Reluctantly Long The Market [View article]
    On the other hand, and I'm partially playing devil's advocate here, inflation lessens the burden on those struggling with student loans, which is the next major bubble, IMHO. Good luck to us all if education implodes, btw.
    Sep 14, 2012. 12:07 AM | 4 Likes Like |Link to Comment
  • 6 Stocks To Avoid Based On Consumer Perception [View article]
    Holy Cow.....I didn't know I could buy secondary gift cards! It never even occurred to me to look. I love just saved me a bundle....thanks!
    Sep 13, 2012. 11:24 AM | Likes Like |Link to Comment