Seeking Alpha

The Sceptic

The Sceptic
Send Message
View as an RSS Feed
View The Sceptic's Comments BY TICKER:
Latest  |  Highest rated
  • Omeros: This Small-Cap Biotech Stock Makes The Grade [View article]
    Hi Bret - I know you like to do your own thing ... but here's a prompt for an article in the next few days "Raiders in a gloomy market ... 5 Stocks that WILL double in the next 2 years"

    I don't think I need explain more ... but looking forward to reading it! :-)

    Aug 21, 2015. 01:47 PM | Likes Like |Link to Comment
  • These Below $8 Stocks Are My Top Turnaround Picks For 2015 [View article]
    I like Hawk but he's been pushing NTZ a bit hard for a while now .... There might be validity to it in the long term but given the monthly sales pitch, I'd like to know
    - at what price did the author purchase originally GNW and NTZ?
    - what price will he sell them at if they start moving up?
    Aug 10, 2015. 02:41 PM | Likes Like |Link to Comment
  • One Photo That Will Convince You To Sell China [View article]
    Missed FXI run over the last year but making money on YANG now. I'll consider FXI again if it goes down to 50% off peak.
    Jul 6, 2015. 09:10 PM | Likes Like |Link to Comment
  • Intermap Lands A Megadeal - Shares Instantly Triple [View article]
    Mark - Perhaps you can make the following things clear because some readers may find this article misleading.
    - Did you previously categorized this as a Poised-To-Triple Stock?
    - Are you including this as a new PTT stock? If yes, what is the entry price?
    Jun 23, 2015. 02:46 PM | 3 Likes Like |Link to Comment
  • China (FXI) Has Been Hot Lately, But Is It Time To Short China Using Leveraged ETFs, FXP Or YANG? [View instapost]
    What do you think about YANG now? Also overnight, there was a bloodbath in chinese markets as I understand. I have a sizable commitment to YANG so was hoping to see some good action today.

    However YANG and FXP are acting cool today - at times even running low.

    Is YANG not reflective of the chinese share prices? Any ideas?
    Jun 18, 2015. 03:47 PM | Likes Like |Link to Comment
  • Sears Holdings: A Young Berkshire Hathaway? [View article]
    I know BRK. I bought BRK many years ago. BRK is still a holding of mine.

    SHLD - You are no BRK.
    Jun 16, 2015. 03:49 PM | 19 Likes Like |Link to Comment
  • Tokai Pharmaceuticals: The Small Cap Biotech With The Billion Dollar Prostate Cancer Drug [View article]
    Look at her go! Up 15% at one point. Another feather in the cap for stock doc!
    Jun 10, 2015. 12:06 PM | 1 Like Like |Link to Comment
  • Buy Zillow Ahead Of Massive Growth [View article]
    I'd suggest buying after the upcoming summer overall market correction.
    Jun 2, 2015. 03:07 PM | 3 Likes Like |Link to Comment
  • Agenus: Even After Rally; Shares Still Have Upside [View article]
    Thanks for AGEN, Bret. I'm hopeful that ATNM will be among your picks.
    May 29, 2015. 03:41 PM | 1 Like Like |Link to Comment
  • Carl Icahn Is Wrong, Apple Is Not Worth $240 Today [View article]
    If Icahn is throwing an outrageous estimate out there, my guess would be, there is a good chance that he is getting ready to sell. Once the small investor sheep start to buy into the peak of the buy / sell wave, thinking that they are following a legendary investing supremo who can't go wrong, Carl will start unloading his own holdings at some point. Keep in mind that for someone like him, the biggest problem is selling. To offload the number of shares of the size he is holding, he needs huge demand for a sustained period of time in order to get the maximum price for his holdings (without causing a suppression of prices due to supply/demand dynamics of the market).

    For the small investors out there (like me) law of big numbers needs to be kept in mind. For a company of the size Apple is at this time - with a market cap of ~$750Billion to add another 30% in a year, requires enormous momentum. Apple needs to keep same amount of demand as now and add another BIG chunk more - in terms of new customers or new products. That is a lot to ask even for an innovative and marketing genius such as Apple. 16x P/E may not seem like a lot but at this high level of customer satisfaction, following and revenue generation, just sustaining it as is for 16 years in future is an amazing accomplishment. I know there is cash in the bank and all. But at least half of that has to be discounted due to the cash mobilization issues, contingencies for business/economy downturn etc.

    To be clear, I'm an apple fan all the way - as I'm typing this on my MacBook pro with my 2 iPads, iPhone and AppleTV in the same room. I just let a job offer go - one of the negative factors being lack of support for MacBook Pro at work. I've got a chuck of Apple holdings (large enough for the size of my portfolio). So, this is not coming from a Apple hater ... just a pragmatic.
    May 19, 2015. 12:21 PM | 3 Likes Like |Link to Comment
  • Is Etsy The Dream Stock Tech Investors Have Been Waiting For? [View article]
    Love the honesty!
    May 11, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • How Tesla's New Powerwall Battery Will Save Consumers Money On Electricity [View article]
    Bonaire - I'm not a solar installer (perfectly happy with my biotech job) - don't even have solar at my home yet .... just a realist addressing what I saw as cynical questions to a decent article. Totally for conservation and support everything you say but that was not the point of my post. In CA, where a lot of people live, energy costs NEVER go down. Utilities figure out a way to keep increasing the costs to make up for any lost profits due to solar.
    May 8, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • How Tesla's New Powerwall Battery Will Save Consumers Money On Electricity [View article]
    Are you renting out your garage or basement to someone?

    Energy price increases can easily offset (probably exceed) the opportunity cost of invested capital, on the average.

    Over a 50 year period, my friend, most of us will be dead.
    May 7, 2015. 04:09 PM | 7 Likes Like |Link to Comment
  • Will Iran Curb Down Oil's Recent Rally? [View article]
    What about UCO?
    Apr 15, 2015. 08:02 PM | Likes Like |Link to Comment
  • Willbros Group - Opportunity Strikes In This Beaten-Down $2 Oil Stock [View article]
    Hawk - Please research & comment on Mr. Shapiro's input.
    Apr 15, 2015. 07:59 PM | 5 Likes Like |Link to Comment