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harrik

harrik
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  • Taser International Inc: Price Spike Not Justified By Ferguson Crisis [View article]
    I heard on NPR that Obama is considering it mandatory for all police officers to have a wearable camera. I have not been able to substantiate this report, but there is a "TheHill.com" report that says there was a petition signed by over 100,000 people requiring the police to have wearables. Wearables may reduce police misconduct. This could be one of the reasons for the sharp rise in price. There are other temporary factors outside the company.
    Aug 19 06:34 AM | 3 Likes Like |Link to Comment
  • Three Reasons The Federal Reserve Should Not Value Stock Sectors [View instapost]
    Joe, I am one of your followers, since I usually find your articles interesting and informative. Your basic premise in this article misses one important point.

    If Yellen's opinion about stock valuation is not credible, then the market should discount her opinion and move on. If this is one of those mistakes of the market, then this is a buying oportunity. Yellen has a voice by virtue of her unique position. That doesn't mean that we have to believe everything she says.
    Jul 21 06:50 AM | Likes Like |Link to Comment
  • MannKind's (MNKD) Management Presents at Goldman Sachs Healthcare Conference (Transcript) [View article]
    All longs, and I really mean long as in 10+ years, should keep theirs eyes on the big picture. This is an epic company, delivery system and insuline drug. Mannkind has proven itself after an arguous climb through the drug testing and approval phase. No one can predict the future, but this company appears to be on a very solid path to a bright future. The conference and Mannkind's responses to the questions appear to be very strong and positive.
    Jun 13 06:46 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Time For A Market Breakout? [View article]
    Jeff, Thanks very much for the clear concise market and economic coverage every week. This is a huge amount of work, and everyone appreciates the reports.

    "This week we were fully invested in the top three sectors for our trading accounts."

    ... and the top three sectors would be????
    Jun 8 08:08 AM | 7 Likes Like |Link to Comment
  • The Sound Of Silence [View article]
    I have been following Jeff on a regular basis for some time now, and find his analysis fair minded and rational. He is ALARMINGLY CALM, while many others in the blogosphere noisy and worthless. I read the article and understand that it is not whether Jeff is bullish or bearish but how he views the facts from the f(r)iction. Look at Jeff's Weekly reports and see that he pulls back as appropriate. Look at Jeff's Weekly reports and we find that he is selects three sectors to focus investments. This indicates to me that Jeff treats investment and the market more like a rolling sea then a simplistic on/off choice. Are there headwinds? Obviously. Are there times to be all in or all out? Only in retrospect.

    Thank you Jeff. Keep up the great work!
    May 23 09:24 AM | 12 Likes Like |Link to Comment
  • Where The Bear Market Is Already Underway [View article]
    Eric, Thank you for the article and confirmation that retail and other early cycle stocks have suffered over the last 6-9 months. Perhaps the reason the broader market continues to chug along is sector rotation into the mid-cycle sectors like energy. Eventually there may be a recession, which would hurt stocks, but the numbers don't point to it yet.
    May 9 09:17 AM | 1 Like Like |Link to Comment
  • Stocks And The 7 Year Itch [View article]
    Eric thank you very much for all of your articles. I appreciate your skill at writing and your pessimistic view point. It is always good to get a broad range of opinions, but really.... basing one's investment decision on an "itch". This has to be a personal low for you. Shouldn't you stick to the economic fundamentals, and talk to the pharmacist for your itch problems? I read Jeff Miller's weekly missives with great enthusiasm. He is one of the very few SA writers with an optimistic point of view, and gee, he actually bases his writings on the economic fundamentals. It would be great fun to see the two of you sit down and discuss the fundamentals and the itches or the squiggles.
    Apr 27 08:37 AM | 4 Likes Like |Link to Comment
  • How MannKind Shows Depth Of The Diabetes Market [View article]
    I wonder if the author of this article heard of MNKD before yesterday.
    Apr 3 09:23 AM | 17 Likes Like |Link to Comment
  • How To Handle A Big Gain [View article]
    Jeff, Thank you for your input on this article and all of your weekly articles. I am an ardent fan of your weeklies and as such have become a believer in the calm fundamental approach to investing and less of a trader. I also thank Seeking Alpha for providing the best website on the internet for providing a huge wealth of articles that provides an enormous range of information and valuable insights to potential investments.

    I owned a small amount of MannKind (MNKD) stock before the advisory panel’s recent vote of support, and I bought more shares after this event.
    Previous articles were mainly an analysis of the science behind Afrezza and the Dreamboat Inhaler, and now it will probably become an analysis of the FDA decision on 4/15, which appears to have a high degree of probable success (a recent SA article believes it to be at least 87% probable).
    More importantly is the analysis which is the commercial viability and potential market sales and profit. A recent SA article pegged the potential market for Afrezza at $6B. The current market cap of MNKD is $2.5B, so there should be plenty of upward movement as sales are made.

    Before we can look at the long term analysis, there will be a huge impact of the price of the stock, due to the paradigm shift in positions between the naysayers and the longs. I suspect that this will affect the price for several weeks or even months. With 40% of the float short, there is a lot of buying pressure to get through.
    The price action yesterday with over 97million shares traded makes me believe there was a huge amount of day trading. I don't know what percent of the shorts have closed their positions, but there may be some fight left in the shorts who took a big hit and will continue to fight. The stock dropped from a recent January high of $7.08, and a mid-2013 price above $8, and fell all the way to $4.02 on Monday. The 74% gain yesterday is only the beginning of a price discovery period.

    Bottom line is there is a short and long term phase of positive price appreciation for this stock due to technical and fundamental factors. Congratulations are due to the MannKind Corp (to put it mildly)!!!!
    Apr 3 09:08 AM | 1 Like Like |Link to Comment
  • The Evolution Of Quantitative Easing - A House Of Cards [View article]
    Forgot it? I don't think most people know it. This is an incredible point and deserves further investigation. Many people have been speculating on the effects of High Frequency Trading. Is it possible that there is a turning point where the evidence is clear and this scandal will rock the market?
    Mar 24 08:31 AM | Likes Like |Link to Comment
  • Monthly Dividends And 8% Yield? Yes, Please [View article]
    Try using OXLCO. I believe this is the preferred for $23.51 mentioned in the article.
    Mar 13 09:20 AM | 1 Like Like |Link to Comment
  • Think About Your Future. [View instapost]
    it was a rush,
    falling through the air.
    I didn't know if I would wake up,
    or hit the ground.
    Mar 1 10:45 AM | 1 Like Like |Link to Comment
  • NQ Mobile - Special Attestation Report [View article]
    I question the validity of SkyTides. It (who exactly are they?) has written four articles. Sorry I don't have the time to waste reading the other three. Based on the titles alone, SkyTides believes the companies written about are basically worth less than the stock price.

    I personally like to read articles from individuals who are not john-come-latelys.
    Jan 3 10:53 AM | 3 Likes Like |Link to Comment
  • Hilsenrath: Taper on table, but look for dovish guidance change [View news story]
    Taper is removing some (not all) of the extraordinary easing. This will come two years before the FED will increase the FED funds rate. "Successful Communication" simply means the market is no longer going to fear the removal of the FEDs bond purchasing. The market has had seven months to figure this out, and in the meantime the economy has shown evidence that it is getting stronger. Additional evidence that the feds are feeling more comfortable with the strength of the financial markets and the banks specifically is the billion dollar fines the too big to fail banks are now incurring on a regular basis.
    Dec 7 04:36 PM | 3 Likes Like |Link to Comment
  • Today's Stock Rally Is Full Of It [View article]
    Eric, Your article provides a nice little insight regarding the last six months of stock market gains. Please provide any additional insight as to WHY the crappy little stocks have done so well. As one commenter noted, the last 6mos of gains is more of a reflection that the cyclical stocks are gaining. This could be the start of a new global growth phase. As much as it pains me to say, the FED and other central banks may have successfully overpowered the normal economic cycle with lots of cash. I know this sounds crazy and counter intuitive, but isn't that what happens at an inflection point. Please note that the jury is still out regarding the net effect of the easy money. At some point in the future there may be a price to pay for the debt that has been created.
    Nov 29 09:10 AM | 4 Likes Like |Link to Comment
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34 Comments
70 Likes