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  • Gold Fields' Stock Sell-Off Is Overdone [View article]
    I like GFI and AUY as best risk/reward plays. Seems like GFI due for a good move up with costs under control just need some recovery in gold prices and/or inflation
    May 22, 2015. 09:19 PM | Likes Like |Link to Comment
  • Why NQ Mobile's Latest Earnings Look As Dubious As Ever [View article]
    Sounds like you're short. I heard similar nonsense about Ebix last year when it was $11 and all the short and distorts claimed Ebix was a fraud going to $0. Bought a lot, ignored the noise and now sitting on a 200% gain in less than a year as Ebix closed at $36 today. When the short squeeze on NQ starts, it's going to be a fun ride. I can be very patient
    May 22, 2015. 06:59 PM | 2 Likes Like |Link to Comment
  • Novadaq Knocked Back By Looming Competition And A Tough Transition [View article]
    Shorts pounce on this stock every few months and take advantage of low volume days; always buy those dips for over 3 years and sell around $17. Went VERY long on Friday near $10. About as good a risk/reward as there is in the market IMO. High conviction as both the CEO and the CFO just purchased a large amount of stock on the open market (these were not stock acquisitions from low price stock option exercise).

    CEO purchase 14,000 shares and the CFO purchased 60,000 shares. As a prior CFO of several public companies, I can tell you that nobody has as much visibility to the future as the CFO. This is not an ultra high worth CFO and thus when the guy spends almost $650,000 to buy stock on the open market, that's my "buy" signal. Sure market makers and shorts can try to shake people out of their positions and the stock could drift higher but this will be over $15 within 3 months.

    Long rumored as a nice tuck in acquisition for one of the big medical technology companies and at its current market cap, it is easy for one of the big guys to take this out. Perhaps that is why the CFO just dropped $650k on an open market purchase. Makes me wonder if they have been approached.
    May 16, 2015. 01:42 PM | 1 Like Like |Link to Comment
  • Cloud software stocks jump on Salesforce buyout report [View news story]
    Consolidation due; big holder of Workday and Intralinks; both likely takeouts with cheap money available for financing.
    Apr 29, 2015. 03:09 PM | Likes Like |Link to Comment
  • Celladon reports negative results for CUPID2 trial [View news story]
    Get your buy orders loaded for QURE if/when it sells off on sympathy. Much better profile, recent capital raise out of the way and BMY's recent investment tells me BMY dud their DD. Look did chop but big potential gain within 2-3 months IMO
    Apr 26, 2015. 06:07 PM | 1 Like Like |Link to Comment
  • Omega Healthcare Puts The Purr In Performance [View article]
    Watched OHI for a bit but buying in advance of a rate hike cycle not the best strategy IMO. Also, just yesterday, OHI was listed as an "avoid" here.

    Thoughts on that Baron's article and their "avoid" on OHI
    Apr 22, 2015. 07:24 AM | 8 Likes Like |Link to Comment
  • American Express Scores High On Buyback Effectiveness [View article]
    JPM out today saying this would be range bound for some time. Tempted but not cheap enough for the risks IMO. Attacks coming from Applepay (not much yet), and is suspect Paypal mobile once spun off from ebay will get traction.

    Add to that, more people not taking my Amex these days. Small dry cleaner says too expensive and none of the family doctors take Amex. Perks from Amex are great but can't say I blame businesses for their desire to pick up easy margin by refusing to take Amex.
    Mar 27, 2015. 01:55 PM | Likes Like |Link to Comment
  • Hercules Technology Growth -4.1% on secondary [View news story]
    So if you invested in this joke 1 year ago, you paid $14.97 & you collected $1.24 in divs this past year. Thus, you have $13.73 net cost in here and current trade is $13.4. Down for a year when market has ripped; this and most BDCs are showing themselves to be poor investments. Unless you timed your buys within 2 small windows, this was a bad investment.

    I say this from someone burned by several in past year; hoping for any small rip to get out.
    Mar 24, 2015. 11:02 AM | Likes Like |Link to Comment
  • Bluerock Residential Pays 8.5%, Should I Buy It? [View article]
    Two acquisitions in March; first to be financed with debt and the $30.7M acquisition announced yesterday combo debt and equity. For a REIT, daily price swings on BRG over the past 2 weeks were pretty big; suspect the market anticipates a large equity raise any day.

    Yesterday's release:
    Mar 21, 2015. 08:14 AM | Likes Like |Link to Comment
  • BioTime, Inc.: Following The Smart Money [View article]
    Thanks DWD, I was referring to BTX.
    Mar 14, 2015. 04:36 PM | Likes Like |Link to Comment
  • BioTime, Inc.: Following The Smart Money [View article]
    Been thinking of entering a long here but a big potential drop in share price is a concern given that a shelf is filed and could go effective any day. Per their recently filed 10k, they burned $39 million from operations last year and have $29 million in cash. So, a 2015 cash raise seems a sure thing.

    Seems to be a LOT of pumpage over in Stocktwits from 2-3 investors which is always a concern. Thinking of sitting on the sidelines, risk losing some upside and take spec long when the impending offering hits and the usual share price dip occurs.

    What is the biggest upcoming catalyst?
    Mar 14, 2015. 08:18 AM | Likes Like |Link to Comment
  • Ebix beats by $0.06, beats on revenue [View news story]
    Looking for comments from Gotham and Sam Antar but all I hear is crickets.
    Mar 13, 2015. 08:40 PM | 2 Likes Like |Link to Comment
  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    Somehow messed that last post up I was wondering about buying oasis petroleum
    Mar 7, 2015. 12:30 PM | 1 Like Like |Link to Comment
  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    I was wondering the same thing. Was thinking of buying after I saw that SPO made a huge investment last week.firm founded by John Scully considered a great investor. Seems unlikely that SPO didn't know that WLL was trying to sell itself and they're betting that oasis could be a target in the future. Made dip my toe into a position next week
    Mar 7, 2015. 12:00 PM | 1 Like Like |Link to Comment
  • If history's a guide, AT&T shareholders should celebrate Dow exit [View news story]
    Bought yesterday as correlation of gains once kicked out of index pretty high. Not expecting big gains but 5% dividend and stable price worth making this a safe place to park cash
    Mar 7, 2015. 08:26 AM | 7 Likes Like |Link to Comment