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Nahodny Okoloiduci

Nahodny Okoloiduci
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  • Veeva +6.2% AH on FQ1 beat, solid guidance [View news story]
    Nothing since VEEV remains overvalued. You will see some 5-10% pop, though.
    May 30 06:08 AM | Likes Like |Link to Comment
  • Analysis Of The Near-Term Value Drivers Of Spectrum Pharmaceuticals [View article]
    From investor's POV, the biggest problem of SPPI is Rajesh Shrotriya and everyone knows that.
    It explain everything and even co's tiny market cap of 500M despite the pipeline.
    Imagine the move the day he'll retire.
    Mar 7 12:28 PM | 2 Likes Like |Link to Comment
  • Chelsea Therapeutics: Caution Warranted [View article]
    stock price tells nothing, you have to compare market caps instead
    Feb 25 01:07 PM | 1 Like Like |Link to Comment
  • Awilco Drilling's Big Undervaluation Makes It A Juicy Acquisition Target [View article]
    I'm wondering why so many "sell" analyst recommendations on Awilco.
    Feb 25 10:20 AM | Likes Like |Link to Comment
  • Chelsea Therapeutics: Caution Warranted [View article]
    Well i don't see one single reason to touch this stock right now. CHTP is "Northera company" in fact, one trick pony with a product several months to hit the market and make revenues from.
    There is a risk of positive Shire's Midodrine data soon.
    There is a risk of CHTP to not achieve sales/rev numbers.
    There is a risk of secondary offering.
    There is a slight chance of CHTP being acquired, but if, at what premium?
    "no bet"
    Disclosure - I sold after PDUFA.
    Feb 25 09:09 AM | 1 Like Like |Link to Comment
  • How To Retire At 30! [View article]
    How To Retire At 30 in 2 steps:
    1. Get rich.
    2. Enjoy!
    Feb 1 01:13 PM | Likes Like |Link to Comment
  • Zuoan Fashion: These Rags Are Bringing In Riches [View article]
    .. so after QA session of CC, it stinks so badly..
    Dec 20 02:23 PM | Likes Like |Link to Comment
  • Betting On The Legal Battle Which Pits Giant Schlumberger Against ERF Wireless [View article]
    Looks like legal battle is over.
    Sep 11 03:37 PM | Likes Like |Link to Comment
  • Zuoan Fashion: These Rags Are Bringing In Riches [View article]
    I wasn't in, but close to it :) I'm following ZA too, but didn't find a reason to invest, yet (and, with that cash on hand, why no dividends, buyback, or buying whole company?) . It's decent lottery ticket, though. Good luck anyway.
    Sep 9 01:54 PM | 1 Like Like |Link to Comment
  • Zuoan Fashion: These Rags Are Bringing In Riches [View article]
    It reminds me another chinese fashion company VLOV Inc. with beautiful numbers, US presence, and so on, wiping out 80% of one's investment through 3 years followed by another 70% crash overnight. When the stock is trading at 1/3 of cash/share and almost no debt, it's rather suspicious.
    Sep 9 01:38 PM | Likes Like |Link to Comment
  • Chinese Fashion Company Vlov Inc. Sets Sights On U.S. Presence [View instapost]
    So they filed for deregistration of common stock yesterday. Shareholders are 80% off their investment overnight.
    Aug 8 03:03 AM | Likes Like |Link to Comment
  • Whiting USA Shareholders Are Going To Lose Half Their Money - Again [View article]
    this stock will end at zero, plus $3 - $4 distributions
    Apr 26 12:52 PM | Likes Like |Link to Comment
  • Whiting USA Trust I States That Its Policy Is Not to Comment on Unusual Market Activity [View article]
    Unusual market activity... yes, WHX is unusually overvalued.
    Apr 25 03:39 PM | Likes Like |Link to Comment
  • Whiting USA Shareholders Are Going To Lose Half Their Money - Again [View article]
    PE of 2? This is royalty trust my friend, it will liquidate in less than 2 years with zero at the end. Like you are paying me 2 bucks for every dollar I'll give you back in the future. Good for me.
    Apr 25 09:45 AM | 1 Like Like |Link to Comment
  • Apache: Finding Value In Today's Market [View article]
    The problem is that APA seems to be "a value" for long time now, yet the stock just don't deliver.
    Apr 18 06:22 AM | 1 Like Like |Link to Comment
COMMENTS STATS
142 Comments
116 Likes