Ben Around

InterDigital/Samsung ITC Case: Waiting for a Decision

The market reaction to any negative news must be looked at and reviewed in light of past performance. In this case I believe that this drop is a buying op and should be acted on. This company below 20 is a buy.

Just my opinion. I have been wrong before. But I did buy on Tuesday.

Immunogen and Seattle Genetics: Verging on an Inflection Point

Very interesting article.
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?

Why is Wall Street Ignoring ImmunoGen?

I agree, but I also am a long time long waiting for vindication of my decision to buy.

Hope we will get noticed.

Isis Pharmaceuticals Panic Overdone

I agree with the writer. Overreaction has opened a buying opportunity.

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.

Left-for-Dead Syntax-Brillian Should Jump on Bullish Note

Now if they just issue the financial reports we might get the monkey off our back.

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.

Are the Changes at Syntax-Brillian Material?

sad to say I must agree that the burden of old data has weighed the stock down. Even sadder is the fact that I gambled and am now stuck in a waiting pattern.

They must put out the financials . bad news is baked in so get it done.

Under The Radar News - Tuesday

Regarding Syntax;
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?

InterDigital: Risky Play with Huge Potential Upside

IDCC is an interesting stock and I have 'played' it for years. It has proven quite good at moving in a range of 16-30 and I have been using that for my trades.
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.

Will Syntax-Brillian Survive?

I am waiting to hear your take on today's activity.

In case you missed it, up 35% on 6.2 million shares.

Is Silver Point a Television Company Repairman?

The real test will be to see if Silver Point and whoever else holds shorts will start covering and help get the stock back above a buck.. Otherwise this baby is heading to Pink Sheets and that will cost us more money.

We need to hear from Syntax management soon.

Syntax-Brillian Losing North American Market Share

I thought they were selling everything they make. If this is still true then the market is expanding faster than BRLC's mfg capabilities. But that is not a bad thing, just look ar GM,Ford who kept growing the mfg base in a growing market till the market changed and now they must shrink.

I am highly suspect of info from this writer. Hedge fund that is short?

Syntax-Brillian Disappoints Again

I recognize the pattern of poor P.R. by BRLC, as noted by the writer. As someone who is long in the stock, I wonder what does the writer see as a price to cover his short position?

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

Corning Hits a Home Run: Is Syntax-Brillian Next?

I believe that the rebates people will be receiving to shore up the economy, avert a recession, will be spent on home life improvements.

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.

Is There a Connection Between Internet Advertising and the Economy?

I think we will be surprised by the increase in internet activity during this slow-down. Not calling it a recession yet. It has been my experience that when people don't have funds to go out, buy gas, dinner out or drinks they stay home and play with the computers. Check out sales, look at eBay visit defferent websites.

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.