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  • Chipotle sinks after new E. coli cases reported [View news story]
    Going a lot lower. Few barriers to entry, HIGH pe, labor costs will continue to rise and vocal minority going to demand $20/hr soon. As base wages increase, employer payroll taxes also go up. Too many headwinds now: tax selling going to start in a few weeks and the trend is your friend so don't fight the tape
    Nov 20, 2015. 08:08 PM | 4 Likes Like |Link to Comment
  • ZS-9 Label May Restrict Use In Patients With Renal Disease, Heart Failure, And Hypertension [View article]
    Good read-have read a lot on this name and neighbor is a nephrologist who says ZS drug will likely be approved but very narrow use. He favors RLYP and says, hands down, will use it for his chronic patients. Keep wondering what I'm missing as RLYP is far below fair value for a company with an approved drug with relatively large need. That said, I'm in this for the long haul so not going to sweat daily ups/down. Wait till the 3/31/16 quarter gets reports. I'll bet RLYP is double today B4 it makes it's next move higher.
    Nov 13, 2015. 02:42 PM | 6 Likes Like |Link to Comment
  • ZS Pharma Vs. Relypsa: A Comparison Of 2 Drugs' Side Effect Profiles [View article]
    Ex tech CFO so a lot of biotech is over my head but I got very long RLYP several weeks ago based on the market's misinterpretation about DDI and the box warning. Up almost 50% and see no need to trim position until we're north of $50. Good, concise article and the only firm on the street that is negative RLYP here is Morgan Stanley who has been wrong on CEMP, ICPT and several other names so one can only assume that Berens (the Morgan analyst) is helping the firm with a large short RLYP position.
    Nov 10, 2015. 04:50 PM | 5 Likes Like |Link to Comment
  • Major fast-food restaurant strikes planned for today [View news story]
    So unskilled labor wants $15, more than some entry level workers in skilled trade. Don't forget to add the impact that comes from additional employer payroll taxes (FICA/Medicare/FUTA/SUTA) on the incremental wages. Big headwind for fast food chains and grocery chains. Another hit to Whole Foods' attempt to increase profitability. Avoid the entire sector IMO.
    Nov 10, 2015. 07:34 AM | 8 Likes Like |Link to Comment
  • ZS Pharma take out by AstraZeneca puts the spotlight on Relypsa; shares rise 17% premarket [View news story]
    Nov 6, 2015. 08:35 AM | Likes Like |Link to Comment
  • ZS Pharma take out by AstraZeneca puts the spotlight on Relypsa; shares rise 17% premarket [View news story]
    Good point on Orbimed. Sam Isley, head at Orbimed, probably one of the best bio investors ever and he just bought LOT of shares. Orbimed's recent 13 filing for those interested
    Nov 6, 2015. 08:34 AM | 1 Like Like |Link to Comment
  • ZS Pharma take out by AstraZeneca puts the spotlight on Relypsa; shares rise 17% premarket [View news story]
    I'm VERY long here as that selloff under $15 created the buy of a lifetime IMO. This is likely a buyout over $60 easy. If you want good info on this stock, suggest using Twitter and searching on $RLYP. Andybiotech, whitecoatmafia, tgtxdough and Sharma1981N just a few of the medical type people posting good and balanced info
    Nov 6, 2015. 08:00 AM | 4 Likes Like |Link to Comment
  • Relypsa misses by $0.35, misses on revenue [View news story]
    No approved drug selling till January and they miss revenue by $70,000 and headline is "misses on revenue". Just dumb.

    Targets here $45-$75 with Veltassa now approved and going to market in January. Buy this with both hands-easy $40-$50 stock in 6-12 months
    Nov 4, 2015. 06:12 PM | 1 Like Like |Link to Comment
  • Memorial Production Partners EPS of -$2.31 [View news story]
    Not only does management suck, but they want a slug of options at today's low price for doing their job. How about they turn this thing around and they realize option value as shareholders see stock price recover. Worst investment in past 2 years.
    Nov 4, 2015. 05:31 PM | Likes Like |Link to Comment
  • Whole Foods Market misses by $0.05, misses on revenue [View news story]
    Around us in Boston, we have Aldi and Trader Joes which are SIGNIFICANTLY cheaper for a lot of items WFM sells. Top notch butchers and fish markets that are generally less than WFM make it almost unnecessary to pay WFM's bloated prices. When certain fish items go on sale, we'll get that plus a few bulk rices/nuts/etc but it is just not a weekly destination for us and we can afford it if we wanted.

    Think about those on a tight budget-those people won't set foot in the place.
    Nov 4, 2015. 04:31 PM | 2 Likes Like |Link to Comment
  • Whole Foods Market misses by $0.05, misses on revenue [View news story]
    Need the fan boys and Gary to come tell you all is right. Short since $45 and may cover tomorrow. Still high PE with most everything they sell vastly overpriced.
    Nov 4, 2015. 04:13 PM | 5 Likes Like |Link to Comment
  • Earnings grow at New Residential [View news story]
    Where's the bad news? Looks like a great quarter. Expected something negative based on recent trading pattern. Seems like a great place to buy more.
    Nov 3, 2015. 07:58 AM | 2 Likes Like |Link to Comment
  • Biotech Weekly: Stories To Track Into SABCS, Celsion Corporation [View article]
    Pretty surprised that with all of the apparent catalysts, that this stock seems to be hated so much. Almost no buying interest and just continual slide. Long around $2 average and just put aside expecting things to pick up into year end.
    Nov 2, 2015. 09:13 AM | 2 Likes Like |Link to Comment
  • Up Is Down For Relypsa And Merrimack [View article]
    Fully agree: easy double here. Bought double position this past week and then found out AH today that Orbimd just filed a huge 19% interest in RLYP. Sam Isaly knows his stuff

    Get on board. Gift under $20 given this was at $45 b4 they had an approved drug.
    Oct 30, 2015. 07:13 PM | 1 Like Like |Link to Comment
  • Novadaq Technologies beats by $0.09, beats on revenue [View news story]
    Huge improvement in gross margins and sales growth now kicking in. Watch someone like Medtronic, GE medical or Intuitive Surgical buy these guys given tailwinds for this company. Big moat with their patents!
    Oct 28, 2015. 04:46 PM | Likes Like |Link to Comment