Pullease

5 Comments

    • Financials: Bottoms Happen When Everyone's Convinced They Won't [view article]
      Tom Brown was a bank analyst for Smith Barney in the era he mentions....early 1990's. I remember hearing him literally POUNDING THE TABLE over the squawk box one morning, suggesting buying Bank America -- a $4 per share. He was laughed at by nay sayers then as well. My clients weren't laughing years later. They're listening now. Aug 10 06:52 PM
    • Nationwide WiMAX: Who Benefits? [view article]
      Scott....you have absolutely no idea of which you speak...or you are a shill / consultant for the legacy crap. Wimax works...at 60 mph...at fantastic speeds. Would GOOG/INTC/etc invest Billion$ in a technology that "that works in some circumstances"? Our country is quickly losing all edge in mobile broadband with the legacy complacency you spew...nice work!

      This is a 4G technology that is available today...as opposed to the LTE "promise" of > 2 years from today. Comparing the offering of today's mobile providers and WiFi speaks to your knowledge of this OFDM mobile technology.

      Boondoggle?...you will be eating your words.

       May 11 09:44 PM
    • Merck, Schering-Plough: Confessions of a Vytorin Patient [view article]
      I concur with WaneNet, as I have an almost exact historical experience. It lowered my bad numbers, raised my good ones and lowered my triglycerides. NONE of the other statins did any good for me. I've never heard of plaque removal as the benchmark for success in any of the other drugs. I bought size in the convertible preferred after it collapsed at ~ 150. I'll get > 9% yield, and most of the upside as this gets worked out. I would also point out that a takeover is a distinct probability. They have one of the best pipelines / stock price extant. Shorts will get creamed on this one. Apr 05 05:52 PM
    • Nu Horizons' Awful Quarter: Stock Rises Anyway on Herd Mentality [view article]
      It would appear that you are, and have been wrong on this stock. May 22 05:48 PM
    • Nu Horizons: Is This Time Different? [view article]
      Andrew,

      I believe you're missing the more obvious "difference" in NUHC to all the others you've mentioned. The Memec/Avnet merger opened an immediate slam dunk hyper growth opportunity for them, as they both picked up new talent and the customers. No other disty company is sporting growth of eps in the same ball park as NUHC. Yes margins are low, yet the demand creation end seeds are about to be sewn....while regular business comes in over the gunnals. This is a "one off" situation that won't last forever, but it's getting better before it gets worse, imho. Shorting is a bad bet this time. Good luck.       Sep 21 05:58 AM
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