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  • 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
  • Has The Opportunity In Yahoo Passed?  [View article]
    30s have arrived and the vultures are circling... Rasna seems to have the pricing movement on this thing clocked...
    Sep 22, 2014. 11:07 AM | Likes Like |Link to Comment
  • Is The Master Limited Partnership Tax Status At Risk?  [View article]
    If they're ever going to address the "carried Interest" scam perpetrated by hedge funds and co.... the LP status will have to go. No great loss if accompanied by other corporate tax reform, i.e. reduce the rate to 0% and mandate a 12% payout as a dividend.
    Sep 21, 2014. 04:45 PM | Likes Like |Link to Comment
  • Has The Opportunity In Yahoo Passed?  [View article]
    VERY interesting Alex - thanks!
    Sep 21, 2014. 01:34 PM | Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks  [View article]
    AGreed on your thesis. Buying the "most hated"sector tends to be quite profitable a few years later. Long KOL.
    Sep 21, 2014. 01:17 PM | 6 Likes Like |Link to Comment
  • Has The Opportunity In Yahoo Passed?  [View article]
    I retract my first sentence Rasna, I see what you're saying.
    Sep 19, 2014. 05:02 PM | Likes Like |Link to Comment
  • Has The Opportunity In Yahoo Passed?  [View article]
    30s were seen today -and it's the move off that caught my attention. the event risk is too strong here, but absent that catalyst, MM and Co need to either blow out the company or be taken over. that event risk will drive any price.
    Sep 19, 2014. 05:00 PM | Likes Like |Link to Comment
  • Has The Opportunity In Yahoo Passed?  [View article]
    I am also long at lower levels, I don't see yahoo as a hedge for a baba stake, that just doesn't make sense to me as YHOO would go LOWER if BABA drops next week if today's buyers (and sellers) decide to sell next week. So too much risk there, again, just my $0.02.

    As to "unlocking shareholder value" I think that ship has sailed for Meyer and company. why haven't they been prepping for this prior to the ipo? unless they will do that this weekend. It wouldn't be in the form of buying other companies imo or buying back stock or adividend. I think as you state, its remaining value is in a takeover and breakup of its components. Yahoo and its core business as a company with 2% yoy declining revenue etc.has been deemed to be valueless. but the brands do have the value.

    The drops today seemed to have buyers come in and that seems the only logical reason. Best to you.
    Sep 19, 2014. 04:56 PM | Likes Like |Link to Comment
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