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The Fox

The Fox
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  • Wynn Resorts Is A Win For Enterprising Investors [View article]
    2Toe,

    Explosive growth? Is that defined by YOY numbers that aren't down -40%? I would settle for stabilization at this point.
    Jun 26, 2015. 02:20 PM | 2 Likes Like |Link to Comment
  • Wynn Resorts: Set To Double By 2018 [View article]
    I have a position in WYNN and enjoyed the article. I agree that WYNN is undervalued, although the smoking ban (potential) is a huge concern. Smoking and gambling seem to go hand-in-hand (at least it appears that way as I am unable to breath when visiting casinos here in the states). My other concern actually has little to do with WYNN. It is "market risk". We are due for a correction at some point (been saying this for a while now and have been wrong). I think WYNN in the $80s isn't inconceivable.

    Again...liked the article. I thought it was balanced and not the typical cheerleading article I see so often on SA. Thank you.
    Jun 26, 2015. 11:35 AM | 6 Likes Like |Link to Comment
  • Has Apple Made Pandora A Buy? [View article]
    Yes....that one....
    Jun 24, 2015. 05:40 AM | Likes Like |Link to Comment
  • Has Apple Made Pandora A Buy? [View article]
    Artist still get paid when the service is ad driven (Pandora, Google Play, etc.). Who said anything about the artist not getting paid? Also, lets not break our arms patting Apple on the back. They buckled to public opinion (Taylor Swift's open letter) on the artist payment issue. Apple isn't that warm and fuzzy company you picture them. Anyone remember when Foxconn had to install suicide nets on the outside of their building because Apple's order demands were causing workers to jump out of windows (like a lot of people) rather than stay another minute.

    http://bloom.bg/RbU5DW

    This service wll bomb big time. Like I said...this can't work because NOBODY will pay for music you can get for free.
    Jun 24, 2015. 05:40 AM | 1 Like Like |Link to Comment
  • Has Apple Made Pandora A Buy? [View article]
    Crushes all their competitors like ants? You mean like when they crushed Google with their mapping software? Apple is NOT going to win in this space with a paid service because nobody can. Only a complete mouth-breathing moron would pay for something you can get for free elsewhere. Not happening.
    Jun 23, 2015. 12:13 PM | 1 Like Like |Link to Comment
  • Under Armour Has Best Days In Rear View Mirror [View article]
    Very weak comparison between an apparel company and internet search company. The scale of the two companies is completely different as well. UA still has plenty of room to run with it's core business. Google is testing self driving cars, producing hardware (Google Glass), etc.

    Market caps:

    Google- $372 billion
    UA- $17 billion

    Lastly, before you say UA has seen its best days...Nike, UAs competition, has a market cap of $90 billion. Many people (me included) think UA has superior products. Time will tell.
    Jun 17, 2015. 06:08 PM | 5 Likes Like |Link to Comment
  • WhiteWave's Overseas Sales Look Poised To Explode [View article]
    Love everything about this company...except the valuation. I just can't pull the trigger on a 36x next year's earnings food company- even with the growth potential. I would certainly consider it on a pullback though.
    Jun 16, 2015. 08:44 PM | 1 Like Like |Link to Comment
  • Biogen's CEO Spending Spree Comes At The Expense Of Shareholders [View article]
    "Biogen is mis-allocating resources to such an extreme point that it is destroying shareholder value. They should be further expanding into other biosimilars or using that money to acquire someone else."

    There is absolutely no way you have the insight, intelligence or insider information (or maybe you do) to make that statement. You know better than Biogen, a company that has successfully launched multiple drugs to market, what is best for the business? Really? If Aducanuma is successful it would be, arguably, one of the biggest opportunities ever for a pharmaceutical. A truly successful Alzheimer drug is the holy grail of the industry. Why would BIIB want to temper that investment by throwing money at a lower margin opportunity like biosimilars (essentially generics)? When a well established pharma company goes from Phase I to Phase III they are pretty sure they have something. It certainly doesn't mean it is a sure thing, but it is promising.

    Lastly, you state we shouldn't get "too excited" about Aducanuma until 2016. Isn't that in, like, 6 months? I don't see the merit in your article at all.
    Jun 14, 2015. 08:47 AM | 1 Like Like |Link to Comment
  • Diageo jumps on report of potential takeover offer [View news story]
    Yes...we all know that.
    Jun 7, 2015. 10:22 PM | Likes Like |Link to Comment
  • Google misses out on Apple's transaction fees [View news story]
    I love all you Apple kool aid drinkers. Some things never change.
    Jun 7, 2015. 10:13 AM | 13 Likes Like |Link to Comment
  • Diageo jumps on report of potential takeover offer [View news story]
    Hanskpauley,

    I couldn't agree more. Selling, even at the 52 week high, is a letdown. Not interested.
    Jun 5, 2015. 05:54 PM | 2 Likes Like |Link to Comment
  • Celgene and bluebird to focus on anti-BCMAs in new three-year collaboration [View news story]
    This was the list...for what it's worth:

    http://on.wsj.com/1avGnZC
    Jun 4, 2015. 03:19 PM | Likes Like |Link to Comment
  • Celgene and bluebird to focus on anti-BCMAs in new three-year collaboration [View news story]
    I believe it was their "best short idea" a few weeks ago. I will try and find a link.
    Jun 4, 2015. 03:17 PM | Likes Like |Link to Comment
  • No Light At The End Of The Tunnel For Wynn Resorts' Stock [View article]
    Today's move in WYNN underscores how ANY good news can propel truly hated stocks upward. The bad news is well known. I like the risk-reward here.
    Jun 4, 2015. 12:05 PM | Likes Like |Link to Comment
  • No Light At The End Of The Tunnel For Wynn Resorts' Stock [View article]
    At this juncture I think WYNN faces the same thing as every other stock in my portfolio- market risk. We are really overdue for a pullback, so I wouldn't be surprised to see one over the summer or fall. I have been saying that for years though:)
    Jun 3, 2015. 06:10 AM | Likes Like |Link to Comment
COMMENTS STATS
701 Comments
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