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Nahodny Okoloiduci

Nahodny Okoloiduci
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  • This $1 Biotech Stock Offers Limited Downside With Huge Reward Potential [View article]
    ..and you must be shortie.

    Seriously, people, stop this BS, this is not some yahoo board. Bring your (valid) arguments or stay quiet.
    Oct 25 03:28 PM | 16 Likes Like |Link to Comment
  • Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR[View news story]
    the problem is the future of AAPL called "margin compression"
    Jan 23 04:42 PM | 7 Likes Like |Link to Comment
  • Apple Breaks Below Its 200-Day [View article]
    now that's some expertise!
    Nov 5 05:36 PM | 5 Likes Like |Link to Comment
  • Whiting USA Trust I: Investors Continue To Overpay For This Trust [View article]
    I consider his articles about WHX very useful and educative. Eye openers in line with reality.
    In case of WHX, you are paying a premium, but don't getting so much in return. The price of the unit just ned to be justified somehow.
    Aug 14 02:23 PM | 5 Likes Like |Link to Comment
  • Spectrum Pharmaceuticals: Raj Sets The Record Straight And Quiets The Naysayers [View article]
    Seen and heard Raj's presentation. This stock is bargain.
    Sep 2 05:38 AM | 4 Likes Like |Link to Comment
  • Spectrum Could Sink In Wake Of Trial Failures [View article]
    ...AND "Aquaziquone" is actually Apaziquone :/

    It only indicates how deep is your analysis.
    Apr 22 04:56 PM | 4 Likes Like |Link to Comment
  • What To Do With Chelsea After The FDA Snub [View article]
    Maybe you forgot to add CH-4051 Phase II results coming up in Q2 as an important catalyst? CHTP's pipeline ain't all about Northera.

    Regarding Northera, dont't forget that stock was trading above 5 before Dr.Blank's bashing letter before Adcom, and even after positive recommendation floated around 3 - 4 $ pre share. Now it's 50% down after 'soft' rejection (which is not a rejection at all).

    It seems that all bad things are already baked in. Maybe consider this as good entry point? According to CC about financing, any fear od dilution is out of question till Q1-2/2013.
    Mar 30 03:33 PM | 4 Likes Like |Link to Comment
  • Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR[View news story]
    the current price of the stock always reflects expectations of future price of the stock, not today's facts about the stock, guys..
    Jan 23 05:17 PM | 3 Likes Like |Link to Comment
  • Apple (AAPL): FQ1 EPS of $13.81 beats by $0.37. Revenue of $54.51B (+18% Y/Y) misses by $220M. 47.8M iPhones, 22.9M iPads, 4.1M Macs, 12.7M iPods. Expects FQ2 revenue of $41B-$43B, below $45.6B consensus. Shares -4.3% AH. (PR[View news story]
    never compare nominal EPS of two different stocks
    Jan 23 04:57 PM | 3 Likes Like |Link to Comment
  • This $1 Biotech Stock Offers Limited Downside With Huge Reward Potential [View article]
    I think FDA behavior @Northera approval process was kinda scandalous (although not as scandalous as in MNKD case), but I'm pretty confident that Northera will be approved.
    Oct 25 02:27 PM | 3 Likes Like |Link to Comment
  • Spectrum Could Sink In Wake Of Trial Failures [View article]
    It could... or maybe not.
    Then why to use such biased headline?
    You are blatantly trying to suggest that SPPI pipeline is, and depend on Apaziquone and Fotolyn, whose correct name is FOLOTYN, by the way.
    OK, next...
    Apr 22 04:49 PM | 3 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
  • SandRidge Energy (SD) is downgraded to Sell at BMO with 12-month price target of $4. Yesterday, Goldman maintained its Sell rating even as former Goldmanite Lee Cooperman added to his stake, with analyst Brian Singer saying he doesn't see a path to free cash flow. Shares -2.6% premarket. [View news story]
    They will force him to go. They actually doing this right now.
    Mar 7 07:43 AM | 2 Likes Like |Link to Comment
  • Shares of Spectrum Pharmaceuticals (SPPI -0.7%) slip after Credit Suisse initiated the shares with a tepid Neutral rating ealier this morning. The firm says its concerned about the impact of increased competition from Leucovorin, which is a generic SPPI's Fusilev. Sales of Fusilev may decrease from 2012 highs and limit near-term stock performance, and Credit Suisse feels it's more prudent to take a wait-and-see approach and look to buy SPPI once there's greater visibility. [View news story]
    I thought this old false proven short agenda repeated ad nauseam over and over (and it never worked actually) is over and done. Now Credit Suisse springs this out :)
    Wait and see approach... yeah right. I see them raising their ratings and price targets furiously AFTER sppi hits 20 dollars mark.
    Jan 15 03:28 PM | 2 Likes Like |Link to Comment
  • Great Northern Iron Ore: How To Trade Dimes For Nickels [View article]
    Simply. Just short all you can borrow even for 25%/year. GNI will suddenly drop 50%+ one day. Check WHX in 2012, for example (another royalty trust with 2015 end date traded at unbelievable premium just half a year ago).
    Dec 18 04:39 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
142 Comments
116 Likes