Ben Around's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/111983/comments http://seekingalpha.com/article/176660-friday-failure-amtrust-s-odd-buyer?source=feed#comment-794019 794019 The big uptick indicates they look very strong. In addition that $0.25 quarterly dividend looks rich for a $13.00 stock.

I am inclined to sell this A.M. and wait for a fall back to buy back in.]]> Mon, 07 Dec 2009 09:22:42 -0500 The big uptick indicates they look very strong. In addition that $0.25 quarterly dividend looks rich for a $13.00 stock.

I am inclined to sell this A.M. and wait for a fall back to buy back in.]]> http://seekingalpha.com/article/175426-cytrx-announces-first-of-two-positive-developments-ahead?source=feed#comment-779439 779439 But I disagree with the targets because should the FDA approve the restart of the ALS trials this will will kick start the stock to $3 +.

The other item we need is for RXII to get a deal done.
If they, RXII, make a deal that will move CYTR to $3.00 and if both actions happen we will see cytr go to my target of $5-6.00

But in either case we need some real news.

Disclosure; long cytr.]]> Fri, 27 Nov 2009 09:09:17 -0500 But I disagree with the targets because should the FDA approve the restart of the ALS trials this will will kick start the stock to $3 +.

The other item we need is for RXII to get a deal done.
If they, RXII, make a deal that will move CYTR to $3.00 and if both actions happen we will see cytr go to my target of $5-6.00

But in either case we need some real news.

Disclosure; long cytr.]]> http://seekingalpha.com/article/173457-isis-short-term-trends-demonstrate-when-technical-analysis-is-important?source=feed#comment-761836 761836
In addition I believe they are pursuing a correct strategy of developing some drugs for release with them receiving a higher % of the profits.

I am buying on pull backs.]]> Mon, 16 Nov 2009 08:54:55 -0500
In addition I believe they are pursuing a correct strategy of developing some drugs for release with them receiving a higher % of the profits.

I am buying on pull backs.]]> http://seekingalpha.com/article/169379-short-interest-rises-as-nokia-battles-interdigital-apple?source=feed#comment-733806 733806 Wed, 28 Oct 2009 09:50:26 -0400 http://seekingalpha.com/article/164888-vonage-launches-mobile-apps-focusing-on-international-calls?source=feed#comment-704852 704852
I expect a lot more info from a tech writer.

Is it a free service from VG?
What does it cost?
How does it work?

]]> Tue, 06 Oct 2009 09:16:47 -0400
I expect a lot more info from a tech writer.

Is it a free service from VG?
What does it cost?
How does it work?

]]> http://seekingalpha.com/article/146373-fda-calendar-updates-aspenbio-cytrx-cephalon-pozen-sanofi-amag?source=feed#comment-569712 569712
The stroke treatment possibilities and the 45% stake in RXII are the reason I am very long on this stock.

Do your own DD.

"Arimoclomol is an orally administered molecular chaperone regulator drug candidate that is being considered as a treatment for ALS and stroke recovery. Molecular chaperone regulator drugs are believed to function by regulating a normal cellular protein repair pathway through the activation or inhibition of “molecular chaperones.” Molecular chaperones detect proteins that are misfolded, and have the ability to refold those proteins into the appropriate, non-toxic shape.

In February 2009, CytRx announced the commencement of a Phase 2/3 adaptive clinical trial, sponsored by the ALS Association and the FDA’s Office of Orphan Products Development OOPD, to study arimoclomol in a subset of patients with the inherited or familial form of ALS. In March 2009, the Company reported that arimoclomol had demonstrated statistically significant neurorestorative results in a preclinical embolic stroke trial. This data supported previous preclinical results indicating improvement in stroke recovery following oral arimoclomol administration up to 48 hours post-stroke."

See the article @
finance.yahoo.com/news...

]]> Wed, 01 Jul 2009 09:12:01 -0400
The stroke treatment possibilities and the 45% stake in RXII are the reason I am very long on this stock.

Do your own DD.

"Arimoclomol is an orally administered molecular chaperone regulator drug candidate that is being considered as a treatment for ALS and stroke recovery. Molecular chaperone regulator drugs are believed to function by regulating a normal cellular protein repair pathway through the activation or inhibition of “molecular chaperones.” Molecular chaperones detect proteins that are misfolded, and have the ability to refold those proteins into the appropriate, non-toxic shape.

In February 2009, CytRx announced the commencement of a Phase 2/3 adaptive clinical trial, sponsored by the ALS Association and the FDA’s Office of Orphan Products Development OOPD, to study arimoclomol in a subset of patients with the inherited or familial form of ALS. In March 2009, the Company reported that arimoclomol had demonstrated statistically significant neurorestorative results in a preclinical embolic stroke trial. This data supported previous preclinical results indicating improvement in stroke recovery following oral arimoclomol administration up to 48 hours post-stroke."

See the article @
finance.yahoo.com/news...

]]> http://seekingalpha.com/article/143391-zix-prescription-for-divestiture?source=feed#comment-551816 551816
Perhaps some deep pocket company looking to enter the market will find them interestng.
]]> Thu, 18 Jun 2009 09:36:56 -0400
Perhaps some deep pocket company looking to enter the market will find them interestng.
]]> http://seekingalpha.com/article/126381-zix-corporation-close-to-securing-profits?source=feed#comment-429238 429238 But we need the officers to get out and do the talking.
They don't seem to get it about P.R. for a company.

I think the best bet for us, longs, is for the company to put themselves on the market.

Google, microsoft, yahoo are our market.
]]> Tue, 17 Mar 2009 11:32:16 -0400 But we need the officers to get out and do the talking.
They don't seem to get it about P.R. for a company.

I think the best bet for us, longs, is for the company to put themselves on the market.

Google, microsoft, yahoo are our market.
]]> http://seekingalpha.com/article/110450-let-s-hope-the-auto-bailout-has-failed-for-good?source=feed#comment-327274 327274 $17 for auto workers in 90 days.

These free market guys now want to set wages
(Pixxed off lame duck senators.)

They have to get even with the unions somehow.
]]> Fri, 12 Dec 2008 10:03:11 -0500 $17 for auto workers in 90 days.

These free market guys now want to set wages
(Pixxed off lame duck senators.)

They have to get even with the unions somehow.
]]> http://seekingalpha.com/article/102902-3-lower-risk-stocks-pfizer-analog-devices-chevron?source=feed#comment-294231 294231 Thu, 30 Oct 2008 10:30:13 -0400 http://seekingalpha.com/article/98558-it-s-official-renewable-energy-tax-credits-here-to-stay?source=feed#comment-275697 275697
Solar: Goldman Turns Cautions; Fears Over Supply; Spreading Concerns On Impact Of Tight Credit
Posted by Eric Savitz
Solar stocks are trading sharply lower this morning after Goldman Sachs analyst Michael Molnar declared he has become cautious on the solar group, “as less generous subsidies combined with a wave of supply pose a real risk.”

Molnar asserts in a research note that the risk of oversupply in the solar market “will soon become a reality as considerably less generous demand subsidies take hold just as a wave of supply and tight financing hit the market.” He thinks that “liberal subsidies of the past in markets like Germany and Spain are unlikely to be replicated in the future givne fears of their ultimate cost in a bad world economy.”

As supply increases, he contends, prices will have to “adjust strongly downward to generate demand.” He thinks that trend will lead to below-consensus estimates for module manufacturers and compressed valuations for stocks in the sector.

Molnar today cut his rating on First Solar to a Conviction Sell from Buy, slashing his price target to $103 from $365. For SunPower (SPWRA) he goes to Sell from Buy, with a target of $43, down from $100. He also cuts his target on Evergreen Solar (ESLR) to $4.50 from $10.50.

He sharply reduced estimates for all three of those companies. For FSLR, he now sees $3.62 next year, and $5.92 in 2010, down from $3,75 and $7.13. For SPWRA, he sees $1.22 and $2.47, down from $1.27 and $2.63. For ESLR, he goes to $1.64 and $2.92, down from $1.72 and $2.87.

]]> Tue, 07 Oct 2008 10:51:13 -0400
Solar: Goldman Turns Cautions; Fears Over Supply; Spreading Concerns On Impact Of Tight Credit
Posted by Eric Savitz
Solar stocks are trading sharply lower this morning after Goldman Sachs analyst Michael Molnar declared he has become cautious on the solar group, “as less generous subsidies combined with a wave of supply pose a real risk.”

Molnar asserts in a research note that the risk of oversupply in the solar market “will soon become a reality as considerably less generous demand subsidies take hold just as a wave of supply and tight financing hit the market.” He thinks that “liberal subsidies of the past in markets like Germany and Spain are unlikely to be replicated in the future givne fears of their ultimate cost in a bad world economy.”

As supply increases, he contends, prices will have to “adjust strongly downward to generate demand.” He thinks that trend will lead to below-consensus estimates for module manufacturers and compressed valuations for stocks in the sector.

Molnar today cut his rating on First Solar to a Conviction Sell from Buy, slashing his price target to $103 from $365. For SunPower (SPWRA) he goes to Sell from Buy, with a target of $43, down from $100. He also cuts his target on Evergreen Solar (ESLR) to $4.50 from $10.50.

He sharply reduced estimates for all three of those companies. For FSLR, he now sees $3.62 next year, and $5.92 in 2010, down from $3,75 and $7.13. For SPWRA, he sees $1.22 and $2.47, down from $1.27 and $2.63. For ESLR, he goes to $1.64 and $2.92, down from $1.72 and $2.87.

]]> http://seekingalpha.com/article/88833-time-to-buy-elan?source=feed#comment-222154 222154 Mon, 04 Aug 2008 09:50:39 -0400 http://seekingalpha.com/article/88734-watch-for-more-coming-biotech-acquisitions?source=feed#comment-221410 221410
Ichan wants to get BIIB to sell themselves but if they owned all of Elan they would be a much stronger company.

]]> Sun, 03 Aug 2008 09:34:57 -0400
Ichan wants to get BIIB to sell themselves but if they owned all of Elan they would be a much stronger company.

]]> http://seekingalpha.com/article/88165-elan-wyeth-s-alzheimer-drug-news-doesn-t-please-investors?source=feed#comment-219183 219183
I think at 19 this is a buy again.

]]> Thu, 31 Jul 2008 09:17:10 -0400
I think at 19 this is a buy again.

]]> http://seekingalpha.com/article/87378-ford-shareholders-face-high-potential-for-pain?source=feed#comment-216303 216303
He failed to include the class B shares held by the family and the fact that a bankruptcy would wipe them out. He also forgot about the 6.5 mil shares held by Kerkorian.

I look at Ford as a long term buy with a very low probability of a chapter 11. The issue is to find a good entrypoint. I would expect to see F test the 4.5 point in the future and that would be a good time to buy and hold.

]]> Mon, 28 Jul 2008 08:49:49 -0400
He failed to include the class B shares held by the family and the fact that a bankruptcy would wipe them out. He also forgot about the 6.5 mil shares held by Kerkorian.

I look at Ford as a long term buy with a very low probability of a chapter 11. The issue is to find a good entrypoint. I would expect to see F test the 4.5 point in the future and that would be a good time to buy and hold.

]]> http://seekingalpha.com/article/84256-interdigital-samsung-itc-case-waiting-for-a-decision?source=feed#comment-201269 201269
Just my opinion. I have been wrong before. But I did buy on Tuesday.
]]> Wed, 09 Jul 2008 09:29:00 -0400
Just my opinion. I have been wrong before. But I did buy on Tuesday.
]]> http://seekingalpha.com/article/79023-immunogen-and-seattle-genetics-verging-on-an-inflection-point?source=feed#comment-179020 179020 I have been in and out of imgn for years and watch it track from 3-6, usually with some justification of the price variations from external influences.
This latest drop on tuesday (June 3) completely baffles me. I look at it as a buy in again opportunity since I can't see any other reason other than small investor interest.

Any in comments on Tuesday's action?]]> Wed, 04 Jun 2008 09:12:29 -0400 I have been in and out of imgn for years and watch it track from 3-6, usually with some justification of the price variations from external influences.
This latest drop on tuesday (June 3) completely baffles me. I look at it as a buy in again opportunity since I can't see any other reason other than small investor interest.

Any in comments on Tuesday's action?]]> http://seekingalpha.com/article/77515-why-is-wall-street-ignoring-immunogen?source=feed#comment-168985 168985
Hope we will get noticed.]]> Fri, 16 May 2008 14:32:04 -0400
Hope we will get noticed.]]> http://seekingalpha.com/article/74173-isis-pharmaceuticals-panic-overdone?source=feed#comment-157045 157045
Bought it at 11.5 sold at 16 and now will buy it again next week,

It looks like ISIS is a range stock that moves between these limits untill some blockbuster deal is announced

So I will not fight it, I will just buy again.

]]> Sat, 26 Apr 2008 08:40:56 -0400
Bought it at 11.5 sold at 16 and now will buy it again next week,

It looks like ISIS is a range stock that moves between these limits untill some blockbuster deal is announced

So I will not fight it, I will just buy again.

]]> http://seekingalpha.com/article/73310-left-for-dead-syntax-brillian-should-jump-on-bullish-note?source=feed#comment-154662 154662
The shorts better remember;
When you shorta stock your best outcome is 100% gain if the company goes BK.
Your loss is unlimited if the stock starts going up.

LOOK At the PPS now.

]]> Tue, 22 Apr 2008 10:09:50 -0400
The shorts better remember;
When you shorta stock your best outcome is 100% gain if the company goes BK.
Your loss is unlimited if the stock starts going up.

LOOK At the PPS now.

]]> http://seekingalpha.com/article/71551-are-the-changes-at-syntax-brillian-material?source=feed#comment-146926 146926
They must put out the financials . bad news is baked in so get it done.

]]> Tue, 08 Apr 2008 10:08:40 -0400
They must put out the financials . bad news is baked in so get it done.

]]> http://seekingalpha.com/article/68099-under-the-radar-news-tuesday?source=feed#comment-125531 125531 Interesting how you single out BRLC in the paragraph. What leads you to make the comment about without any research into the state of the company in light of the revised financing?

Do you have a position in the stock? I assume you are short in BRLC since you fail to mention your position.

Remember full disclosure?

]]> Wed, 12 Mar 2008 10:17:44 -0400 Interesting how you single out BRLC in the paragraph. What leads you to make the comment about without any research into the state of the company in light of the revised financing?

Do you have a position in the stock? I assume you are short in BRLC since you fail to mention your position.

Remember full disclosure?

]]> http://seekingalpha.com/article/68031-interdigital-risky-play-with-huge-potential-upside?source=feed#comment-125079 125079 I am not too sure of any possible aquisition by Qualcom because I recall a poison pill that they had set up to protect the company from a takeover.

But I am in it now, waiting for it to get back in favor, but the whole market is punishing a lot of good companies.

]]> Tue, 11 Mar 2008 11:03:53 -0400 I am not too sure of any possible aquisition by Qualcom because I recall a poison pill that they had set up to protect the company from a takeover.

But I am in it now, waiting for it to get back in favor, but the whole market is punishing a lot of good companies.

]]> http://seekingalpha.com/article/66607-will-syntax-brillian-survive?source=feed#comment-121750 121750
In case you missed it, up 35% on 6.2 million shares.

]]> Mon, 03 Mar 2008 20:47:34 -0500
In case you missed it, up 35% on 6.2 million shares.

]]> http://seekingalpha.com/article/66090-is-silver-point-a-television-company-repairman?source=feed#comment-119288 119288
We need to hear from Syntax management soon.]]> Tue, 26 Feb 2008 12:37:42 -0500
We need to hear from Syntax management soon.]]> http://seekingalpha.com/article/64593-syntax-brillian-losing-north-american-market-share?source=feed#comment-116264 116264
I am highly suspect of info from this writer. Hedge fund that is short?
]]> Thu, 14 Feb 2008 09:47:35 -0500
I am highly suspect of info from this writer. Hedge fund that is short?
]]> http://seekingalpha.com/article/64156-syntax-brillian-disappoints-again?source=feed#comment-115832 115832
Does he think they are so poorly run that they will go out of business?
Are the books being cooked to a point that there is fraud?
Or is he just trying to get more selling and lower the price?

This article is just full of innunendo of the above without actually saying something.

Ben
]]> Tue, 12 Feb 2008 08:47:06 -0500
Does he think they are so poorly run that they will go out of business?
Are the books being cooked to a point that there is fraud?
Or is he just trying to get more selling and lower the price?

This article is just full of innunendo of the above without actually saying something.

Ben
]]> http://seekingalpha.com/article/62019-corning-hits-a-home-run-is-syntax-brillian-next?source=feed#comment-113504 113504
I think HD TVs are now in that category.

People will want to buy something to make staying home more palateable and rationalizing the purchase of a HD TV for the $1200 rebate would be easy.

If you look at value for the money then in "name" brands there is Vizio and Olevia.

Though many will not call them name brands they are getting recognition in the market as "Value" brands.

We could see good things in the near future from BRLC.
]]> Tue, 29 Jan 2008 16:06:15 -0500
I think HD TVs are now in that category.

People will want to buy something to make staying home more palateable and rationalizing the purchase of a HD TV for the $1200 rebate would be easy.

If you look at value for the money then in "name" brands there is Vizio and Olevia.

Though many will not call them name brands they are getting recognition in the market as "Value" brands.

We could see good things in the near future from BRLC.
]]> http://seekingalpha.com/article/61911-is-there-a-connection-between-internet-advertising-and-the-economy?source=feed#comment-113305 113305
The internet is the new past time. I think goog will offer an earnings surprise. I am not sure about yhoo because they are changing their models and sales tools.

Long on goog.]]> Mon, 28 Jan 2008 16:29:49 -0500
The internet is the new past time. I think goog will offer an earnings surprise. I am not sure about yhoo because they are changing their models and sales tools.

Long on goog.]]>