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Stealthe

Stealthe
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  • Gilead inks deal with Anthem for Harvoni [View news story]
    Does anyone realized that the pbm will be the longer term winners? I am a bit concerned what that favorable pricing would mean on the next earning call. How will margin be affected? In the meantime, the high cost nonsense is over as the big players have definitely muted that.
    Jan 8, 2015. 10:07 PM | 1 Like Like |Link to Comment
  • North Dakota to require every barrel of crude oil be filtered [View news story]
    How will this work in an environment with falling oil prices. Additional regulation = additional costs for the producers. Will this make drilling in the Bakkan less desirable than other locations.
    Dec 9, 2014. 07:57 PM | 4 Likes Like |Link to Comment
  • Analysis: Take the long view on Macau casino stocks [View news story]
    Define long view. I have jan'16 calls on some of these names. am I going to see any returns?
    Oct 15, 2014. 08:46 AM | Likes Like |Link to Comment
  • JD.com edges higher following Q2 beat, light Q3 outlook [View news story]
    What is good for BABA will also be good for JD. The market in China is large enough to support these various players.
    Aug 20, 2014. 03:13 PM | Likes Like |Link to Comment
  • Fir Tree asks Hertz to find a new CEO [View news story]
    Was wondering when that comment would come up. Good company, duopoly market, bad management. Just need to change the last equation.
    Aug 20, 2014. 03:10 PM | 2 Likes Like |Link to Comment
  • JD.com edges higher following Q2 beat, light Q3 outlook [View news story]
    I think JD will become a consistent growth leader overtime... dont expect VIPS like performance though
    Aug 16, 2014. 11:09 PM | 1 Like Like |Link to Comment
  • Position Sizing And Averaging Down [View instapost]
    Based on your trading style, which chart interval do you use more commonly for your entry point (3 mins?) I am assuming the shorter interval since you seems to be able to get in on the best price. Also, do you rely more on daily or weekly to chart out your thesis.
    Apr 22, 2014. 11:28 PM | 1 Like Like |Link to Comment
  • Endocyte -2.4% AH after pricing 4.5M-share offering at $21 [View news story]
    Seriously... Out with one drug and that give you permission to print out shares.
    Mar 27, 2014. 08:51 PM | Likes Like |Link to Comment
  • Gilead discounts Sovaldi 99% for Egypt [View news story]
    Am pretty sure Internet pharmacies will be addressing the market soon unless they have some novel ways to prevent that from happening. So then, the true price is between 300 and 84k.
    Mar 21, 2014. 09:29 PM | Likes Like |Link to Comment
  • La Jolla Pharma +22.4% AH. Wedbush starts at Outperform. [View news story]
    Baker Brothers must might smiling right now.... 10% stake
    Feb 25, 2014. 10:10 PM | 1 Like Like |Link to Comment
  • S&P lifts Philadelphia's rating by two notches [View news story]
    City of brotherly got some love.
    Dec 24, 2013. 09:24 AM | Likes Like |Link to Comment
  • NQ Mobile, A Near-Term Road Map: Navigating Your Investment Through Uncertain Times [View article]
    Good unbiased article. SA should make that mandatory. Question about the original auditor, PWC. Are they able to comment or come out and say a few words for their clients. I mean you can inferred from their past earning report that PWC has reviewed and sign off. Is there a restriction in the profession against doing that?
    Dec 12, 2013. 09:47 PM | Likes Like |Link to Comment
  • ImmunoCellular Therapeutics Phase II Study Demonstrates That Glioblastoma Patients Live Longer Without Disease Progression When Treated With ICT-107 [View article]
    Does anyone remember that Gilead had similar setback for their phase II like 2 years ago. Look at their hep c result now.
    Dec 11, 2013. 10:23 PM | Likes Like |Link to Comment
  • Whitestone's Double Whammy Scares Me [View article]
    I understand that increase in interest rates will affect future growth/new tenants as cost will increase. However, if someone is looking to start a business and the b case is good, is that going to be deterrent for starting the business...probably not... also not all mom n pop shops live off loans.. some are thriving...

    The biggest risk I see is whether or not WSR will be able to fund new development at existing CoC and how that translate to rental price competitiveness.
    Dec 10, 2013. 12:10 PM | 2 Likes Like |Link to Comment
  • Indian shares may still offer value despite rally: Barron's [View news story]
    agreed.. good for ibn
    Dec 8, 2013. 01:41 PM | Likes Like |Link to Comment
COMMENTS STATS
71 Comments
41 Likes