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    <title>drjbayer's Comments</title>
    <description>drjbayer's Comments RSS Syndication from SeekingAlpha.com</description>
    <link>http://seekingalpha.com/user/1107248/comments</link>
    <item>
      <title>An Alternative Reading Of FDA Briefing Materials On Titan's Probuphine</title>
      <link>http://seekingalpha.com/article/1288761/comments?source=feed#comment-16656271</link>
      <guid isPermaLink="false">16656271</guid>
      <content>
        <![CDATA[Great article.  Thanks for drawing attention to a unreasonable sell off and great buying opportunity.  ]]>
      </content>
      <pubDate>Fri, 22 Mar 2013 11:33:24 -0400</pubDate>
      <description>
        <![CDATA[Great article.  Thanks for drawing attention to a unreasonable sell off and great buying opportunity.  ]]>
      </description>
    </item>
    <item>
      <title>Top Ten Update: What To Do Now?</title>
      <link>http://seekingalpha.com/article/871481/comments?source=feed#comment-9582981</link>
      <guid isPermaLink="false">9582981</guid>
      <content>
        <![CDATA[What are your thoughts on CAT at this point? I know you initially preferred TEX and MTW, because CAT had already made a run. But since then CAT has been beat down pretty bad and is just now starting a rebound. Do you think it is at a good entry point now?]]>
      </content>
      <pubDate>Tue, 18 Sep 2012 12:32:52 -0400</pubDate>
      <description>
        <![CDATA[What are your thoughts on CAT at this point? I know you initially preferred TEX and MTW, because CAT had already made a run. But since then CAT has been beat down pretty bad and is just now starting a rebound. Do you think it is at a good entry point now?]]>
      </description>
    </item>
    <item>
      <title>Top Ten Update: What To Do Now?</title>
      <link>http://seekingalpha.com/article/871481/comments?source=feed#comment-9577901</link>
      <guid isPermaLink="false">9577901</guid>
      <content>
        <![CDATA[Thanks for the update.  I decided to sell USG after its big run up for a nice profit.  I currently hold MIL and have enjoyed its jump.  I see you still have it as a Buy but don't list that you hold it in your disclaimer.  Is this correct?  Any specific reason for selling it?  Look forward to your 2013 list.  Thanks again for your input.]]>
      </content>
      <pubDate>Tue, 18 Sep 2012 10:48:11 -0400</pubDate>
      <description>
        <![CDATA[Thanks for the update.  I decided to sell USG after its big run up for a nice profit.  I currently hold MIL and have enjoyed its jump.  I see you still have it as a Buy but don't list that you hold it in your disclaimer.  Is this correct?  Any specific reason for selling it?  Look forward to your 2013 list.  Thanks again for your input.]]>
      </description>
    </item>
    <item>
      <title>Will A Biopump Be The Treatment Of The Future For Hepatitis?</title>
      <link>http://seekingalpha.com/article/681071/comments?source=feed#comment-6762331</link>
      <guid isPermaLink="false">6762331</guid>
      <content>
        <![CDATA[Great article Scott.  Sounds like they have a good platform for a diversity of uses.  I guess I will hold this for awhile and see how it develops]]>
      </content>
      <pubDate>Mon, 25 Jun 2012 09:51:48 -0400</pubDate>
      <description>
        <![CDATA[Great article Scott.  Sounds like they have a good platform for a diversity of uses.  I guess I will hold this for awhile and see how it develops]]>
      </description>
    </item>
    <item>
      <title>The Bio Pharma Momentum Movers List For Thursday, June 21</title>
      <link>http://seekingalpha.com/article/673491/comments?source=feed#comment-6644631</link>
      <guid isPermaLink="false">6644631</guid>
      <content>
        <![CDATA[Nice work Scott, I make sure to keep an extra portion of cash available to play your short calls.  You always bring good research and thoughtful tips, thanks again.]]>
      </content>
      <pubDate>Thu, 21 Jun 2012 10:14:57 -0400</pubDate>
      <description>
        <![CDATA[Nice work Scott, I make sure to keep an extra portion of cash available to play your short calls.  You always bring good research and thoughtful tips, thanks again.]]>
      </description>
    </item>
    <item>
      <title>Assessing Adam Feuerstein's Views On Arena Pharmaceutical's Weight Loss Drug</title>
      <link>http://seekingalpha.com/article/522111/comments?source=feed#comment-4732461</link>
      <guid isPermaLink="false">4732461</guid>
      <content>
        <![CDATA[Thanks for the insightful article.  I completely lucked out and rode the spurt upwards for 80% profit and sold 1/2 my investment at the top.  After your insight I think I will sell the rest and take the much smaller profit on the other half while it is still a profit.  ]]>
      </content>
      <pubDate>Tue, 24 Apr 2012 13:44:12 -0400</pubDate>
      <description>
        <![CDATA[Thanks for the insightful article.  I completely lucked out and rode the spurt upwards for 80% profit and sold 1/2 my investment at the top.  After your insight I think I will sell the rest and take the much smaller profit on the other half while it is still a profit.  ]]>
      </description>
    </item>
    <item>
      <title>Determining The Best Economic Outcome From The Presidential Race</title>
      <link>http://seekingalpha.com/article/479941/comments?source=feed#comment-4187461</link>
      <guid isPermaLink="false">4187461</guid>
      <content>
        <![CDATA[Joe,<br/>When Obama was elected he had a majority of Dems in the House and a supermajority in the Senate.  So his own party was the ones fighting him for the first 18 months of his presidency.  ]]>
      </content>
      <pubDate>Thu, 05 Apr 2012 16:49:14 -0400</pubDate>
      <description>
        <![CDATA[Joe,<br/>When Obama was elected he had a majority of Dems in the House and a supermajority in the Senate.  So his own party was the ones fighting him for the first 18 months of his presidency.  ]]>
      </description>
    </item>
    <item>
      <title>Determining The Best Economic Outcome From The Presidential Race</title>
      <link>http://seekingalpha.com/article/479941/comments?source=feed#comment-4187051</link>
      <guid isPermaLink="false">4187051</guid>
      <content>
        <![CDATA[Mondernist...  <br/>You do know that universities donate a ton of money to the candidates so this approach can be seen as the politician just backing his donors (universities).  The university can jack up the tuition because the students don't care that their degree in BS of whatever will never get them a job.  The university still gets paid back by the government (which equals my tax dollars) so they don't care.  I don't want the government removing personal responsiblity in any form, even if there is still incentive &quot;beyond a certain income.&quot;  How about we have incentive all the time.]]>
      </content>
      <pubDate>Thu, 05 Apr 2012 16:36:38 -0400</pubDate>
      <description>
        <![CDATA[Mondernist...  <br/>You do know that universities donate a ton of money to the candidates so this approach can be seen as the politician just backing his donors (universities).  The university can jack up the tuition because the students don't care that their degree in BS of whatever will never get them a job.  The university still gets paid back by the government (which equals my tax dollars) so they don't care.  I don't want the government removing personal responsiblity in any form, even if there is still incentive &quot;beyond a certain income.&quot;  How about we have incentive all the time.]]>
      </description>
    </item>
    <item>
      <title>Determining The Best Economic Outcome From The Presidential Race</title>
      <link>http://seekingalpha.com/article/479941/comments?source=feed#comment-4186611</link>
      <guid isPermaLink="false">4186611</guid>
      <content>
        <![CDATA[There are plenty of problems to name with Bush.  But it seems like Obama took Bush's problems and just doubled down on them.  We are still fighting expensive wars on distant continents with questionable objectives.  We aren't taking advantage of the many proven energy sources we have dosmetically but will throw money at any questionable renewable energy and watch it fail.  We are still spending like crazy.  If you gave me $5 trillion to spread around and let me print more money on top of that I am pretty sure I could improve the market and get people hired.  ]]>
      </content>
      <pubDate>Thu, 05 Apr 2012 16:26:28 -0400</pubDate>
      <description>
        <![CDATA[There are plenty of problems to name with Bush.  But it seems like Obama took Bush's problems and just doubled down on them.  We are still fighting expensive wars on distant continents with questionable objectives.  We aren't taking advantage of the many proven energy sources we have dosmetically but will throw money at any questionable renewable energy and watch it fail.  We are still spending like crazy.  If you gave me $5 trillion to spread around and let me print more money on top of that I am pretty sure I could improve the market and get people hired.  ]]>
      </description>
    </item>
    <item>
      <title>Determining The Best Economic Outcome From The Presidential Race</title>
      <link>http://seekingalpha.com/article/479941/comments?source=feed#comment-4184301</link>
      <guid isPermaLink="false">4184301</guid>
      <content>
        <![CDATA[Let's look at Obama's plan to eliminate the problem with student loan debt.  His plan would be to not make students pay off debt unless they make a certain income and if they never make enough income after 20 years we just forgive the debt.  I am unsure how that deals with the underlying problem of people paying too much money for a degree they cannot use to make money to pay off their debt.  I do see how it makes students continue to get questionable degrees because now they don't even fear having to pay it off.  I do see how it allows universities to increase tuition because more people will be enrolling because they aren't worried about the debt.  And I see how the taxpayers will eventually have to bail out the system in 20 years when the debt is still there.  That is called passing on the underlying problem while putting a bandaid on a symptom.]]>
      </content>
      <pubDate>Thu, 05 Apr 2012 15:29:46 -0400</pubDate>
      <description>
        <![CDATA[Let's look at Obama's plan to eliminate the problem with student loan debt.  His plan would be to not make students pay off debt unless they make a certain income and if they never make enough income after 20 years we just forgive the debt.  I am unsure how that deals with the underlying problem of people paying too much money for a degree they cannot use to make money to pay off their debt.  I do see how it makes students continue to get questionable degrees because now they don't even fear having to pay it off.  I do see how it allows universities to increase tuition because more people will be enrolling because they aren't worried about the debt.  And I see how the taxpayers will eventually have to bail out the system in 20 years when the debt is still there.  That is called passing on the underlying problem while putting a bandaid on a symptom.]]>
      </description>
    </item>
    <item>
      <title>Determining The Best Economic Outcome From The Presidential Race</title>
      <link>http://seekingalpha.com/article/479941/comments?source=feed#comment-4170941</link>
      <guid isPermaLink="false">4170941</guid>
      <content>
        <![CDATA[I believe a huge part of the current problem is the unwillingness to view our problems with any longterm perspective.  Most people want instant gratification without any work or without any care how that gratification effects the future.  Should we really be giving home loans to people who cannot make a downpayment just because they want a house without saving money first and we feel better because more people have houses.  CEOs and Politicians have no problem creating systems that will obviously destroy their companies and countries in the long run if they see the chance at a quick gain in votes or stock prices.  ]]>
      </content>
      <pubDate>Thu, 05 Apr 2012 10:33:33 -0400</pubDate>
      <description>
        <![CDATA[I believe a huge part of the current problem is the unwillingness to view our problems with any longterm perspective.  Most people want instant gratification without any work or without any care how that gratification effects the future.  Should we really be giving home loans to people who cannot make a downpayment just because they want a house without saving money first and we feel better because more people have houses.  CEOs and Politicians have no problem creating systems that will obviously destroy their companies and countries in the long run if they see the chance at a quick gain in votes or stock prices.  ]]>
      </description>
    </item>
    <item>
      <title>Determining The Best Economic Outcome From The Presidential Race</title>
      <link>http://seekingalpha.com/article/479941/comments?source=feed#comment-4165591</link>
      <guid isPermaLink="false">4165591</guid>
      <content>
        <![CDATA[As someone with a 20+ year investment horizon, I don't want someone utilizing smoke and mirror tricks and endless spending and QE while ignoring or worsening the issues that caused the problems.  This is how I view Obama's leadership.  And when the smoke clears the problems have just gotten worse and then the market tumbles worse or inflation sets in and the money becomes worthless.<br/>I want a leader willing to face the problems even if it initially causes pain.  Heck, the initial pain becomes a better buying op for me now.  Then if the problems are actually solved then the economy (and my investment) can grow on its own merit instead of accounting tricks.]]>
      </content>
      <pubDate>Thu, 05 Apr 2012 08:10:46 -0400</pubDate>
      <description>
        <![CDATA[As someone with a 20+ year investment horizon, I don't want someone utilizing smoke and mirror tricks and endless spending and QE while ignoring or worsening the issues that caused the problems.  This is how I view Obama's leadership.  And when the smoke clears the problems have just gotten worse and then the market tumbles worse or inflation sets in and the money becomes worthless.<br/>I want a leader willing to face the problems even if it initially causes pain.  Heck, the initial pain becomes a better buying op for me now.  Then if the problems are actually solved then the economy (and my investment) can grow on its own merit instead of accounting tricks.]]>
      </description>
    </item>
    <item>
      <title>My Latest Buy: Republic First Bancorp</title>
      <link>http://seekingalpha.com/article/458601/comments?source=feed#comment-3882531</link>
      <guid isPermaLink="false">3882531</guid>
      <content>
        <![CDATA[Thanks again for your insight.  I really appreciate how you explain your rational when approaching your portfolio and your longterm approach.  As a novice I am unsure how much conviction I have in my valuation but my conviction in your valuation grows each day.  It appears that other are starting to believe in your conviction with the jump today and I appear a little late having just found this article but will eventually be long.  I do not doubt your ethics as unlike other pump and dump promoters, as I believe you are not looking for a quick day trade and will continue long with this choice until it nears your value which could be a long time.  Can you give me any advice on learning how you go about valuing a stock?  Any suggested reading material would be appreciated.  Again, thank you for sharing your insight]]>
      </content>
      <pubDate>Tue, 27 Mar 2012 16:12:25 -0400</pubDate>
      <description>
        <![CDATA[Thanks again for your insight.  I really appreciate how you explain your rational when approaching your portfolio and your longterm approach.  As a novice I am unsure how much conviction I have in my valuation but my conviction in your valuation grows each day.  It appears that other are starting to believe in your conviction with the jump today and I appear a little late having just found this article but will eventually be long.  I do not doubt your ethics as unlike other pump and dump promoters, as I believe you are not looking for a quick day trade and will continue long with this choice until it nears your value which could be a long time.  Can you give me any advice on learning how you go about valuing a stock?  Any suggested reading material would be appreciated.  Again, thank you for sharing your insight]]>
      </description>
    </item>
    <item>
      <title>The Key To Outperformance</title>
      <link>http://seekingalpha.com/article/438981/comments?source=feed#comment-3558751</link>
      <guid isPermaLink="false">3558751</guid>
      <content>
        <![CDATA[Another great article.  I picked up C and HIG since their initial articles, Got MIL and MTW about midway, and just grabbed BAC, MWA and USG before their most recent runs.  I am looking for a good ETF to broaden my exposure and was wondering if you can't point me toward a good regional bank ETF.  I understand if you want to avoid that with seeking alpha's setup.  I look forward to your next article discussing regional banks.  Thanks again for your insight.]]>
      </content>
      <pubDate>Fri, 16 Mar 2012 21:05:21 -0400</pubDate>
      <description>
        <![CDATA[Another great article.  I picked up C and HIG since their initial articles, Got MIL and MTW about midway, and just grabbed BAC, MWA and USG before their most recent runs.  I am looking for a good ETF to broaden my exposure and was wondering if you can't point me toward a good regional bank ETF.  I understand if you want to avoid that with seeking alpha's setup.  I look forward to your next article discussing regional banks.  Thanks again for your insight.]]>
      </description>
    </item>
    <item>
      <title>Pfizer's $150M Bet On Acura Pharmaceuticals Is Good News For Investors</title>
      <link>http://seekingalpha.com/article/425731/comments?source=feed#comment-3381201</link>
      <guid isPermaLink="false">3381201</guid>
      <content>
        <![CDATA[What are your thougths about the FDA wanting more info before supporting Oxecta as an abuse resistant drug?  If you look at the current safety disclaimer for Oxecta, it is obvious that physicians cannot claim any advantage against abuse over oxycodone.  The following info is from ACUR's Q4 earnings release.    <br/><br/>Oxecta contains oxycodone HCl, an opioid agonist and a Schedule II controlled substance. Such drugs are sought by drug abusers and people with addictions. OXECTA can be abused in a manner similar to other opioids and narcotics. This should be considered when prescribing or dispensing oxycodone HCl in situations where the physician or pharmacist is concerned about an increased risk of misuse or abuse. OXECTA may be abused by crushing, chewing, snorting or injecting the product. These practices pose a significant risk to the abuser that could result in overdose and death. OXECTA should not be given to anyone other than the individual for whom it was prescribed. Keep OXECTA in a locked cabinet, drawer or medicine safe so that it will not be stolen. <br/><br/>There is no evidence that OXECTA has a reduced abuse liability compared to immediate-release oxycodone. <br/><br/>I was long ACUR but after reading this disclaimer I became worried that OXECTA really does not show an advantage.  I realize Pfizer invested much into Oxecta and Pfizer has a good track record but could you expand on this worry.]]>
      </content>
      <pubDate>Sun, 11 Mar 2012 15:13:56 -0400</pubDate>
      <description>
        <![CDATA[What are your thougths about the FDA wanting more info before supporting Oxecta as an abuse resistant drug?  If you look at the current safety disclaimer for Oxecta, it is obvious that physicians cannot claim any advantage against abuse over oxycodone.  The following info is from ACUR's Q4 earnings release.    <br/><br/>Oxecta contains oxycodone HCl, an opioid agonist and a Schedule II controlled substance. Such drugs are sought by drug abusers and people with addictions. OXECTA can be abused in a manner similar to other opioids and narcotics. This should be considered when prescribing or dispensing oxycodone HCl in situations where the physician or pharmacist is concerned about an increased risk of misuse or abuse. OXECTA may be abused by crushing, chewing, snorting or injecting the product. These practices pose a significant risk to the abuser that could result in overdose and death. OXECTA should not be given to anyone other than the individual for whom it was prescribed. Keep OXECTA in a locked cabinet, drawer or medicine safe so that it will not be stolen. <br/><br/>There is no evidence that OXECTA has a reduced abuse liability compared to immediate-release oxycodone. <br/><br/>I was long ACUR but after reading this disclaimer I became worried that OXECTA really does not show an advantage.  I realize Pfizer invested much into Oxecta and Pfizer has a good track record but could you expand on this worry.]]>
      </description>
    </item>
    <item>
      <title>4 Ways To Have Fun In The Stock Market (Besides Making Money)</title>
      <link>http://seekingalpha.com/article/340841/comments?source=feed#comment-2376541</link>
      <guid isPermaLink="false">2376541</guid>
      <content>
        <![CDATA[Arne, <br/>I just took over control of my small Roth savings in December and enjoyed your insight on making the experience enjoyable and keeping the longterm perspective as I won't be touching my investment for 20 plus years.  I enjoyed your in December series and have been keeping track on how well they have done.  Unfortunately I only have chosen to pick a couple of your picks and bought and sold WHR after a small gain instead of being patient.  Hopefully I am learning good lessons for the future.  Look forward to hearing your take on these 10 choices after their big gains.  Thanks for sharing your insight.]]>
      </content>
      <pubDate>Sat, 04 Feb 2012 00:50:32 -0500</pubDate>
      <description>
        <![CDATA[Arne, <br/>I just took over control of my small Roth savings in December and enjoyed your insight on making the experience enjoyable and keeping the longterm perspective as I won't be touching my investment for 20 plus years.  I enjoyed your in December series and have been keeping track on how well they have done.  Unfortunately I only have chosen to pick a couple of your picks and bought and sold WHR after a small gain instead of being patient.  Hopefully I am learning good lessons for the future.  Look forward to hearing your take on these 10 choices after their big gains.  Thanks for sharing your insight.]]>
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