Send Message
View as an RSS Feed
  • ArQule's Tivantinib Failure And Exelixis' Cabozantinib PDUFA: Is There A Correlation?  [View article]
    I'm surprised at the 38 million shares short interest.
    Of all the long-shot biotechs to short why bet against Cabo?

    Tivantinib is still in trials for HCC and CRC. Hope springs eternal.
    Oct 14, 2012. 08:31 PM | Likes Like |Link to Comment
  • Why A Romney Win Could Be Bad For The Market  [View article]
    A good businessman does not necessarily make a good president. The country is not a business. A country, a society is much more complicated than a business.

    Besides, the economy does not need "a turnaround". We still have the largest, most productive and most innovative economy on the planet.

    We are going through a "balance-sheet recession". It is different from a typical "business-cycle" recession. Companies, state and local governments, households and the Federal government all need time to repair their balance sheets. It takes time. Japan's real estate and credit bubble burst in 1989 and they are still dealing with the aftereffects.

    Romney is selling you a story. He is selling you this idea that just because he worked in private equity/venture capital that this means he is going to make the economy all better. It's foolish to believe this. Rahm Emmanual (Obama's former Chief of Staff, now mayor of Chicago) worked in the same industry as Romney, and he was also highly successful. I'm sure Emmanual imparted all the precious wisdom he gained working in finance onto the president. There is nothing Romney knows that Obama and his gang don't also know.
    Oct 13, 2012. 08:26 PM | 2 Likes Like |Link to Comment
  • Why A Romney Win Could Be Bad For The Market  [View article]
    I am not by nature a critical person, but I think your article is sophomoric and cliched.

    First, Romney was more aggresive, rude and dishonest during the debate, that's all. That's not my definition of winning. He didn't win on substance.

    Second, just becauce Romney bashes Bernanke and China during the campaign doesn't mean he will follow through with these threats. He's trying to win votes. Given Romney's ties to wall street and the hedge fund community I don't see him intentially endangering the stock market. It's not even clear that slightly higher rates would decrease equity prices.

    Regarding China, you state that you don't want a trade war but what is the alternative?.....to continue with this horrendous trade imbalance year after year.....is this a good plan? It's a massive transfer of wealth from west to east. We need to import less and export more and if it takes a trade war to move in that direction then so be it. If some kid is hitting you in the school yard do you just stand there and take it b/c you're afraid of starting a larger conflict?

    Obama plan "to get the economy going" as you write is to invest in the country's infrastructure, invest in R&D, and most importantly invest in the people. Educated people are productive people. Uneducated people are trouble. Economics is not neuroscience; we understand how it works. It's been 600 years since the dark ages. Obama went to Columbia and Harvard and is extremely bright. Capitalism is a simple concept for him; he gets it. He is also surrounded by extremely bright economists.

    I recommend you read "ThisTime is Different" by Reinhart and Rogoff. This masterwork examines 800 years of economic history and clearly illustrates that the hangover following a massive credit bubble lasts 7 to 10 years on average. The weak economy has nothing to do with Obama. The economy is simply doing what it needs to do now; it is digesting the excesses of the past. An economy cannot be in a perpetual boom.

    What's this silliness about "preserve freedom" and "socialism" in your final paragraph. What freedoms has Obama taken from you? Which industries has he nationalized? He saved GM from non-existence and the government is selling their one-third stake.

    Repubicians are right to be wary of big government, but many seem oblivious to the dangers of unchecked corporate power. Should we have no force to offset the enormous power modern corporations have? Should they be allowed to pollute as much as they want? Should they be allowed to sell you whatever crap, defective product they want to? Should they bankroll campaigns and determine the outcomes of elections? Do you want to live in a world designed by corporations for corporations, or a world designed by people for people?

    OBAMA 2012 all the way. It's not even close.
    Oct 13, 2012. 06:57 AM | 26 Likes Like |Link to Comment
  • Follow Einhorn In The Chipotle Short?  [View article]
    Their chicken does not have integrity; it is always burned black and thus carcinogenic. Shame on management.
    Oct 13, 2012. 03:45 AM | Likes Like |Link to Comment
  • Why Tesla And The EV Will Win Over Gas  [View article]

    Good article but it is not surprising that a Tesla would be more economical in the long run than a $30,000 car getting 22 miles per gallon.

    It would be more useful to see a cost comparison between a Telsa and a natural gas powered vehicle. WPRT, CLNE and FSYS are making inroads into the truck and van markets.

    A cost comparison to a new Prius would also be interesting. Obviously they are different cars but many consumers don't care about super acceleration etc...

    I think Tesla will do well.
    Oct 13, 2012. 02:06 AM | Likes Like |Link to Comment
  • Countering Cramer With Valuation: 7 Stocks  [View article]
    Cramer loves momentum stocks, he's not a value investor.

    BP, DELL and DECK all look interesting. I don't follow WDC.

    Wait for a pullback in BP, oil is in a downtrend. Careful with DELL, the company is in transition, but a bottam in the stock is probably close based on sentiment and valuation.
    Oct 8, 2012. 12:41 AM | Likes Like |Link to Comment
  • Marvell: Deep Value Or Value Trap?  [View article]
    I think Einhorn owns this.
    Oct 5, 2012. 04:36 AM | Likes Like |Link to Comment
  • What Happens To Questcor Now?  [View article]
    I'm ready for the bounce anytime now.
    Sep 27, 2012. 06:10 PM | Likes Like |Link to Comment
  • In The Wake Of An FDA Probe, It's Time Questcor Shareholders Begin To Consider Alternatives  [View article]
    the 5% (see above) is their Aetna biz, Acthar is 100% of their profits.
    Sep 25, 2012. 02:16 AM | Likes Like |Link to Comment
  • Sunesis Poised For Run-Up Into Phase III Interim Analysis Next Month  [View article]
    So, the sample size was increased. Why is this typically done? What does it indicate, if anything? The stock has taken the express.
    Sep 24, 2012. 01:06 AM | Likes Like |Link to Comment
  • Delcath Is About To Change The Way We Treat Liver Cancer  [View article]
    European sales do seem underwhelming. Any reason for this?
    Sep 23, 2012. 11:31 PM | Likes Like |Link to Comment
  • Neurocrine Still Looks Significantly Underrated  [View article]
    Where is Novartis' Relaxin? Finished phase 3 but not yet approved?
    I assume there's room for multiple drugs for this indication, ADHF.
    Sep 22, 2012. 12:28 AM | Likes Like |Link to Comment
  • Led By Vibex MTX, Antares' Pipeline Is Bursting With New Products  [View article]

    Have you ever compared ATRS with UNIS?
    Sep 10, 2012. 11:40 AM | Likes Like |Link to Comment
  • Marc Faber: Why Industrial Commodities Will Continue To Fail  [View article]
    The decline in electricity usage doesn't support the 7.6% growth rate number. No one knows the true number....it could be 2.6%.

    It seems too convenient, too goldilocks for their economy to go from 10% growth to 7-8% growth and then stay at that level indefinitely.

    The massive decline in coppper/steel/coal/shi... equities also doesn't support a 7-8% number.
    Sep 10, 2012. 05:08 AM | Likes Like |Link to Comment
  • Stem Cell Revolution: An Interview With Gary Rabin, Chairman And CEO Of Advanced Cell Technology  [View article]
    How did this company end up selling at .08 cents with 2.2 billion shares outstanding? Unusual situation.
    Sep 7, 2012. 08:35 AM | Likes Like |Link to Comment