Brandond

Brandond
Send Message
View as an RSS Feed
  • All Signs Pointing Up For Tableau's Stock  [View article]
    Not so much
    Feb 4, 2016. 09:37 PM | Likes Like |Link to Comment
  • Relypsa: Drug Drug Interaction Data, Likely Label Change Are Bullish For The Stock  [View article]
    Worth noting something regarding the following statement above:

    "Morgan Stanley cites that the mail-order-only specialty distribution (Veltassa needs to be refrigerated) and lack of payor coverage are likely to lead to a disappointing launch"

    This is part of the Berens/Morgan Stanley misinformation campaign. Veltassa does NOT need to be refrigerated immediately. From the Veltassa label:

    "If stored at room temperature (25°C ± 2°C [77°F ± 4°F]), Veltassa must be used within 3 months of being taken out of the refrigerator. For either storage condition, do not use Veltassa after the expiration date printed on the packet"
    Jan 29, 2016. 08:42 AM | 12 Likes Like |Link to Comment
  • 3 Must Own Biotech Stocks For February  [View article]
    He's not invested or associated with RLYP in any way. If he was, not likely he risks his 7 figure job dishing out inside info. But, did speak with him last night about RLYP. Says without a doubt many of the new shorts also hold long positions. Big hedge funds piled in on the short side when the small guys chased on the buyout rumor. Bad market where hedge funds keep shorting with disregard has made it so these hedge funds are emboldened not to cover sub $20. Need to have strong hands with this one-wait until Q4 earnings and Q1 guidance (including script data) are released and see if shorts are really committed.
    Jan 29, 2016. 06:01 AM | Likes Like |Link to Comment
  • 3 Must Own Biotech Stocks For February  [View article]
    Uh no, he has nothing to do with the stock just knows the space very well. His firm monitors every email he sends so not really worried. All above board
    Jan 27, 2016. 09:03 PM | Likes Like |Link to Comment
  • 3 Must Own Biotech Stocks For February  [View article]
    Agree with RLYP call. Bought it at insistence from cousin who works for one of the large investment banking firms. About flat in position now but I think it's worth warning small investors what I was cautioned by my cousin. Big institutions and hedge funds NEVER allow small retail investors to enter these trades and enjoy a straight line of stock appreciation. Market makers employ many strategies to try to shake retail investors and get their hedge fund clients large positions which ultimately pay out when a transaction is consummated.

    RLYP is very undervalued at this point and I'm just ignoring day to day volatility focused on the longer term opportunity. Be prepared for a bumpy ride if you get long.
    Jan 27, 2016. 03:11 PM | 3 Likes Like |Link to Comment
  • Relypsa: A Home Run Or A Strike Out Kind Of Stock?  [View article]
    The whole Orbimed transaction is a non-issue to me. Orbimed was in RLYP pre-IPO and they know RLYP VERY well. When RLYP sold off down near $10 when the street didn't understand the black box warning, Orbimed knew that there was easy money to be made and bought 500,000 shares on 10/22/15 at $12.56. Looks like what we retail investors would call a "trading position" versus long term core position.

    When RLYP ran hard in December, Orbimed sold those same 500,000 shares on 12/21/15 at $27.18. Nice profit of $7.3M for a 2 month holding. I wouldn't read much into that sale. Orbimed still owns a huge stake and they were smart enough to take the gift provided post black box. I'm very long here and have the ability to hold this undervalued stock through whatever shenanigans Morgan Stanley and other short sellers throw out.
    Jan 27, 2016. 08:59 AM | 7 Likes Like |Link to Comment
  • Whole Foods Market tripped up by gloomy take from BMO Capital  [View news story]
    Keep listening to Gary and his BMW. Stock near 52 week low and been DEAD MONEY for 5 years. This article says a lot:

    Whole Foods shoppers: Food not worth the price - CNNMoney
    http://cnnmon.ie/1Vo65B9

    Retired at 49 and money not a problem but why waste hard earned money at Whole Paycheck when so many other alternatives at Cheaper prices
    Jan 26, 2016. 08:35 PM | 2 Likes Like |Link to Comment
  • Fifth Street wins reduction in management fee  [View news story]
    Heck, I'd outperform these idiots for 100 BPs. One of the worst run companies in the market. FSAM, FSC, FSFR.

    I hope these activists keep pushing and toss Tannenbaum and company out
    Jan 20, 2016. 04:39 PM | 4 Likes Like |Link to Comment
  • BioDelivery Sciences: A Shift In Focus After FDA Approval  [View article]
    Um, no insiders are not dumping. 1 director is only person selling recently

    http://bit.ly/1ms9Me9
    Jan 3, 2016. 06:36 AM | Likes Like |Link to Comment
  • BioTime to distribute shares of OncoCyte unit to stockholders by end of the month  [View news story]
    Based on the attached, I'm expecting to see ONCO shares in my account on Monday

    http://yhoo.it/1NZeHd3;_ylc=X1MDMTE5Nzc4NDE4...
    Jan 1, 2016. 11:02 AM | Likes Like |Link to Comment
  • BioTime to distribute shares of OncoCyte unit to stockholders by end of the month  [View news story]
    LOT of games played with stock and more so recently. Look at short activity over recent week with BTX. Yesterday ONCO traded between around $8.5 and $6. When ONCE opens for regular trading next week, real fun begins IMO. Shorts in BTX about to feel real pain as Q1 plays out. Usually a low volume stock that is easy to be pushed around so I don't make much of daily movement
    Jan 1, 2016. 07:19 AM | Likes Like |Link to Comment
  • Understanding Relypsa's Upcoming Drug Interaction Data  [View article]
    Bought more today-these types of gifts don't come along often.
    Dec 31, 2015. 12:47 PM | Likes Like |Link to Comment
  • New Residential Investment: My Top High-Yield Underdog Stock Pick For 2016  [View article]
    For some reason the attached article doesn't show when you search for "NRZ". The more I read about $FIG, the closer I get to selling.

    http://seekingalpha.co...
    Dec 23, 2015. 09:33 PM | Likes Like |Link to Comment
  • Alcoa Maintains Focus On High-Growth Aerospace Segment  [View article]
    up 12% in a few days

    big boys going to take this to $12 quick
    Dec 23, 2015. 04:06 PM | 2 Likes Like |Link to Comment
  • Alcoa Maintains Focus On High-Growth Aerospace Segment  [View article]
    I added yesterday to what was a small position. Same story every year. Large hedge funds look for stocks that have been losers for the year knowing that funds and retail want to sell losers for the tax loss. So, these hedge funds short the stock, making it go down more and causing even more investors to sell.

    Look at shortvolume.com to see the % of recent daily volume that is "short volume" vs "long volume". Look for January bounce and then sustained rise in 2016 as business separation nears.
    Dec 19, 2015. 07:50 AM | 1 Like Like |Link to Comment
COMMENTS STATS
473 Comments
808 Likes