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  • How To Fix Financial Capitalism? Focus On Ethics [View article]
    That's nice. When do we prosecute the pigsty of financial executives who nearly destroyed global commerce in 2008 with their fraudulent securities backed by garbage loans that they wrote?
    Oct 3, 2014. 09:17 PM | 9 Likes Like |Link to Comment
  • GT Advanced Technologies: Are We Closer To A Bottom? [View article]
    Anybody else notice, that the company's raw materials inventory has popped big again? Unless it's all this AAPL activity... a little disconcerting. If anyone has further info,would welcome it...
    Oct 2, 2014. 05:10 PM | 1 Like Like |Link to Comment
  • Northwest Biotherapeutics Misrepresents Clinical Trial Data [View article]
    Holy shit, there are a lot a smart people on this site... so glad to have good seats to this smack down...
    Oct 1, 2014. 07:28 PM | 6 Likes Like |Link to Comment
  • Tekmira Pharmaceuticals Is More Than Just A Short-Term Ebola Trade [View article]
    Very well done Karin! Props for your CTIX call as well, closing over $3....
    Oct 1, 2014. 08:36 AM | Likes Like |Link to Comment
  • Peabody Energy: The Best Coal Stock [View article]
    agreed... any investment now could be dead money for a long, long time... for now, i'm watching nat gas prices, and will buy the sector, via KOL, rather than picking individual stocks, similar to homebuilders a few years ago. coal is certainly one of the most hated sectors and if you know of others, please pass it along.. best to you.
    Oct 1, 2014. 08:33 AM | 3 Likes Like |Link to Comment
  • GT Advanced Technologies: Are We Closer To A Bottom? [View article]
    If GTAT round trips to $3's that would be disappointing to say the least, but I don't think we'll see that, maybe $8...on a fib basis.... ... that said, selling the $7 2016 puts for $1.40+ today gets you into GTAT at $5.60, a pretty good entry point for when the turn does come again...
    Sep 30, 2014. 09:50 AM | 1 Like Like |Link to Comment
  • GT Advanced Technologies: Are We Closer To A Bottom? [View article]
    sunshine... get it? I see what you did there...

    "Long" GTAT via short $7 puts...
    Sep 30, 2014. 09:44 AM | 3 Likes Like |Link to Comment
  • Update: Cellceutix Calls Out To President Obama About Brilacidin [View article]
    Been long this company since it's supply chain was disrupted in 2011 ( I think) at about $0.55. I liked the research then, and I like it now. The progress is slow and steady as has been the growth in price, with the addition of the P2b molecule, it certainly adds light to the end of the tunnel (commercialization)... the company has a nice little early stage portfolio that are very much worth taking a "flier" on... that said, someone else could come out witha better drug and it goes to zero tomorrow...
    Sep 29, 2014. 04:43 PM | 1 Like Like |Link to Comment
  • Consider Buying Yahoo On Monday [View article]
    Great summary piece in FT this morning, free access through yahoo, and it summarizes the Marissa "discount" regarding her inability to create any value for yahoo... most important line of the article here "But with Alibaba public, there’s little reason for Yahoo to exist in its current form."... A-freakin-men, my brothers and sisters! The moment for MM to "unleash" value was to break up Yahoo into its logical parts and spin it all out as separate companies the day after BABA went public... instead... Yahoo is wallowing...
    Sep 29, 2014. 09:21 AM | 2 Likes Like |Link to Comment
  • My K.I.S.S. Dividend Portfolio: 2nd Quarter 2014 Update [View article]
    then you take a little of the dividend income and buy a small put/hedge position....
    Sep 26, 2014. 08:05 AM | Likes Like |Link to Comment
  • GT Advanced Technologies' Hyperion Technology Will Revolutionize The Solar Industry [View article]
    $7 2016 puts selling for $1.30 - nice $5.70 entry if assigned...
    Sep 26, 2014. 08:01 AM | 2 Likes Like |Link to Comment
  • Why Isn't Yahoo Worth Significantly More? [View article]
    YAHOF up, YHOO down... hmm.
    Sep 25, 2014. 11:12 AM | Likes Like |Link to Comment
  • Apple, Google Will Crush Microsoft Just As Amazon Did Best Buy [View article]
    Rocco, you're nothing if not controversial. I welcome them being humbled, more than a little. Their culture is one of utter arrogance....misplaced at that...
    Sep 24, 2014. 04:13 PM | Likes Like |Link to Comment
  • Why Isn't Yahoo Worth Significantly More? [View article]
    Core business of YHOO is worth less than nothing as an operating company. The only way to look at this company is at its portfolio of companies it owns, tumblr, etc. The parts of this company are far more valuable separately than this mess that currently exists.

    Perhaps a better way to play BABA with a lot less capital is YAHOF, imho.

    But as a "value" no. that was way back in the teens....this is a pure spec play on a breakup/activist investor, etc... otherwise, it's a conglomeration of depreciating intellectual property....
    Sep 24, 2014. 01:32 PM | Likes Like |Link to Comment
  • The Vultures Are Circling Yahoo And It Is Time To Join Them [View article]
    It was in the teens not long ago.... I agree on the thesis too... this is a portfolio company worth breaking up...
    Sep 22, 2014. 11:10 AM | 1 Like Like |Link to Comment