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wwu124

wwu124
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  • Arrowhead Research's ARC-AAT an Orphan Drug for rare genetic liver disease [View news story]
    20,000 patients at $100,000 per annum per patient leads to $2B in revenue.

    How long will the trials last? When is the estimated completion date/year?
    Jun 11, 2015. 09:24 AM | Likes Like |Link to Comment
  • Marathon Patent Group: Q1 2015 Earnings Preview [View article]
    I guess today's news is abut Medtech vs Stryker. Everything is confidential in this PR piece, including the name of the licensee.
    Jun 9, 2015. 01:41 PM | Likes Like |Link to Comment
  • MORL Yielding 24.7% Based On Projected June Dividend [View article]
    Such a comparison is not all that fair. If you compare MORL with SPY for the past year, you will find that MRL did better.

    My point is, at the inception of MORL, most of its components were trading at a significant premium to their book value, as such, MORL price was very high. That was the reason I did not buy MORL, neither its components such as MTGE, or NLY, although I was familiar with these due to the fact that had been an investor in ACAS for a number of years.

    I bought MORL between June and August of 2013 when most of its components were selling at a steep discount to their book value. Right now, most of the components are selling at a discount, MORL is still a buy, given that I still see favorable interest rate environment going forward.
    May 29, 2015. 11:02 AM | 3 Likes Like |Link to Comment
  • MORL Yielding 24.7% Based On Projected June Dividend [View article]
    U.S. economy contracts in first quarter, showing it shrinking at a 0.7 percent annual rate instead of the 0.2 percent growth pace it estimated last month.; dollar hits corporate profits.

    How can the Fed raise the interest rate?
    May 29, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • Sarepta to initiate rolling NDA submission for eteplirsen; shares jump 38% [View news story]
    What is the expected revenue from eteplirsen? Thanks.
    May 20, 2015. 10:42 AM | Likes Like |Link to Comment
  • Marathon Patent Group: Q1 2015 Earnings Preview [View article]
    Thank you, IP Hawk, for your insight. I am also satisfied with what MARA has been doing, and am looking forward to the second half of the year.
    May 14, 2015. 11:43 PM | Likes Like |Link to Comment
  • Marathon Patent Group: Q1 2015 Earnings Preview [View article]
    IP Hawk, what is your comment since we have heard the conference call?
    May 14, 2015. 08:25 PM | Likes Like |Link to Comment
  • Baidu: Does The 800lb Gorilla Need A Map? [View article]
    Nokia asking $3.2B for HERE and it is expensive? I don't think so.
    Apr 28, 2015. 10:41 AM | 1 Like Like |Link to Comment
  • Here's Why Nokia Is Buying Alcatel-Lucent [View article]
    All I am saying is that increasing in number of outstanding shares (to buy ALU in this case) is not necessarily equal to dilution. In fact, most people think ALU was sold cheap. If this is correct, then there is no dilution.
    Apr 25, 2015. 12:11 AM | 6 Likes Like |Link to Comment
  • Here's Why Nokia Is Buying Alcatel-Lucent [View article]
    According the Nokia management, this deal will be accretive to Nokia, not dilutive.
    Apr 24, 2015. 04:40 PM | 4 Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    Visited $7.6 again and bounced off.
    Apr 22, 2015. 11:05 AM | Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    Seppo, I agree. Good strategy. I am not buying any more NOK or ALU. NOK is already tooooo high a percentage of my total investment, since I started to buy it at $1.69 on July 23, 2012. I feel a little bit of dizziness on days like today, when I see the fluctuation of my account balance with a 5% swing in NOK share price. I am looking for opportunities to lighten up a little bit on NOK, maybe when Samsung and Nokia reach an agreement.
    Apr 15, 2015. 03:50 PM | 3 Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    Yes, anything is possible. But, I am overall happy for what Nokia CEO and Chairman have done in the past two-to-three years. If they can reorganize the combined NOK-ALU to the tune of what they did with reorganizing NSN, Nokia will come out a winner.

    Sometime ago I commented that NOK was a good buy near $7.60. Since then, NOK has visited this level a few times, as it did today.
    Apr 15, 2015. 02:57 PM | 2 Likes Like |Link to Comment
  • ALU tumbles following NOK deal; HERE, other assets on the block [View news story]
    If you were hoping for a ALU turn around, then with Nokia, the chance for a full turn around is better now.
    Apr 15, 2015. 02:03 PM | 6 Likes Like |Link to Comment
  • MORL Is A 'Too Good To Be True' Investment: Updated [View article]
    Sorry that I am not trying to trash your investment style. You have declared that all your money is invested in AGNC, MTGE, and MO. I wonder, just based on this, why should any person read and follow your investment idea.
    Mar 23, 2015. 11:22 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
262 Comments
438 Likes