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turtledividend

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  • Making Money W/ Nokia The "Long Leverage Way" [View instapost]
    Leon! It worked! LOL :)

    Very happy with the results and made a pretty penny. Planning to use this strategy with certain companies in the future (mainly large caps) 2014 looks like a great year for puts due to the market being overvalued. I went 50% cash for next year's discount extravaganza (including my retirement 403b plan). Rumor has it will occur around 2014 Q1 due to less quantitive easing activity.

    Haven't been on SA for awhile, but folks at the NOK thread are still going strong. I was busy cultivating my relationship with my fiancé.. tying the knot in January, right after I sell off the rest of my options :).
    I'll continue to follow you Leon and will start working on secured PUTS. See you around Leon and I'll continue stalking you on the down low, lol. Happy investing!
    Nov 18 11:08 PM | Likes Like |Link to Comment
  • MannKind's Steady Progression Towards FDA Approval Continues Unabated [View article]
    Mannkind Inhalers http://bit.ly/19tpyJT
    Aug 19 11:11 AM | Likes Like |Link to Comment
  • Is Noodles The New Chipotle? [View article]
    As of May 28, 2013, including the 16 Company owned restaurants and one franchise restaurant opened in 2013. The Company opened 39 new company owned restaurants and six franchise restaurants
    Jul 3 11:28 AM | Likes Like |Link to Comment
  • The Music Stops For ResMed: Potential Downside, And Management Already Has A Seat [View article]
    No problem, glad to share some information.
    Jun 3 12:22 AM | Likes Like |Link to Comment
  • The Music Stops For ResMed: Potential Downside, And Management Already Has A Seat [View article]
    The competitive bidding will not have any affect on CPAP equipment. It will only hurt the smaller DME providers who will not fall into their guidelines. Meaning Medicare will not cover equipment expense if you don't get a bid and a contract. Medicare has been abused for many years by DME companies (e.g. an arm sling being charged for $400) - Similar to predatory lending during the Mortgage boom. Unfortunately it will effect the smaller DME's which will lead to layoffs and doors closing. Im still waiting for a market correction to add a new position. This is just my opinion, please take it with a grain of salt : )
    Jun 3 12:21 AM | Likes Like |Link to Comment
  • The Music Stops For ResMed: Potential Downside, And Management Already Has A Seat [View article]
    It doesn't matter how much the unit cost really. Every patient who does get diagnosed with sleep apnea has the right to pick what equipment to use and which DME to work with. A patient is entitled for a mask replacement every 6 months and a new machine every 5 years. It's a cyclical product with very high margins. Also other paraphernalia's that are needed for mask and machines is another revenue stream for this company.

    The strongest advocate for the ResMed brand isn't the insurance companies nor DME's. It is the health care professionals who conducts these therapeutic sleep studies. They are the greatest advocate and marketers for the brand. The Physicians and the clinicians.

    Once again, most sleep labs uses ResMed machines due to their advanced capabilities. ResMed Lab issued machines are heavily used due to their capabilities (e.g. CPAP, Bilevel, S/T mode, T mode and ASV all in one machine) and integration with most sleep programs
    used. No other brand name in-house lab machines can do this.

    Most of these respiratory companies have territorial managers who goes around the nation pitching their products in sleep labs, DME's and hospitals. Most of these guys are pitching products that doesn't even need to be pitched. All they do is show up with the latest and greatest mask and machine technology, sold! Oh yeah, bit of elbow grease like top notch catered food and continuing education credits.These are highly trained individuals who knows their products pretty well. Other companies does it as well, but not as good as ResMed.

    The only cost cutting that'll be going on in hospitals are staff members and wages. Merges are happening left and right due to healthcare changes. less government funding and Obamacare which I have nothing against. Money should be secondary for healthcare professional. Hope that helps fellow Alpha.
    May 31 10:04 AM | 1 Like Like |Link to Comment
  • The Music Stops For ResMed: Potential Downside, And Management Already Has A Seat [View article]
    CMS will not be cutting reimbursement cost with sleep medical supplies or testing. It's whom they will be doing business with due to accreditation. Physician can easily write appeals for medical equipment and sleep studies. Health Care insurance are changing sleep study guidelines along medical necessity, but appeals will overturn their decisions. Home studies are becoming more prevalent, but should not a affect RMD respiratory business. RMD leads with mask and machine technology. Home therapeutic sleep studies uses RMD CPAP machines due to their ease of use and technology. Most accredited sleep labs used RMD CPAP machines as well. This is not your typical top of the notch smartphone, it is a medical equipment. Patients (public) w/ Insurances companies help will pay top dollar for the best of the best when it deals with health care.

    The bottom line is, RMD doesn't really have tough competition in there respected market. Respironics and Fisher Paykel are blimps in the radar for the sleep business. Philips had bought out Respironics and hasn't made great improvement with their equipment, just new bells and whistles. F&P just doesn't put enough R&D into their equipment and their mask are poorly made, except their over the top heated tubings.

    I don't think new health care guidelines will affect the business, obamacare will allow more treatments for the less fortunate other than charity care. It will be Sleep Labs and DME companies that will suffer by these changes. Just my honest opinion.
    May 28 11:37 PM | Likes Like |Link to Comment
  • Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
    I've heard that sending encrypted medical records through email falls within the current regulations. Unfortunately S/MIME is not yet supported on WP8.

    But as you say Old Warrior "I can see huge possibilities in healthcare." : )

    Dialing into a secured servers is definitely painstaking.
    Apr 2 12:56 AM | Likes Like |Link to Comment
  • Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
    Sounds convenient and all, but it will raise a few eyebrows due to HIPAA privacy act. Just stoping by to rain on your parade. GO NOKIA!

    http://bit.ly/Z1pUXd
    Apr 1 11:14 PM | 1 Like Like |Link to Comment
  • Nokia And The Ford Company  [View instapost]
    @BTR2RSK
    Everywhere you look Nokia's Fundamentals are strong and one should disregard the price swing at all cost. We are talking about 1.50 to 10 cents price swings. Being disgruntled over such swings only shows that a person is trading and not investing. I am adding as much shares as I can every month while it is still discounted below $5. I have disclosed many times buying at this price is a steal. It is also a swing trading haven due to price volatility.
    Mar 25 03:21 PM | Likes Like |Link to Comment
  • Short Interest For Nokia Is At An All-Time High [View article]
    LOL
    Mar 19 10:42 AM | 2 Likes Like |Link to Comment
  • Short Interest For Nokia Is At An All-Time High [View article]
    But a Korean massage will take it up.. :)
    Mar 19 07:12 AM | Likes Like |Link to Comment
  • Short Interest For Nokia Is At An All-Time High [View article]
    The best way not to lose money on this trade is not to sell. It doesn't matter if you had been buying in the $2 range or $3 range. The company's fundamentals are strong for the long run which gives a hint of light at the end of the tunnel. I've ridden this roller coster averaging down to $1.90 range. Swing trading and scalping is another way to protect your gains. Options is another animal which I am trying to tame. Short interest w/ exaggerated macro/micro news is definitely affecting the market price. IMHO.
    Mar 19 07:02 AM | 8 Likes Like |Link to Comment
  • Short Interest For Nokia Is At An All-Time High [View article]
    "Nokia will not be paying a dividend this year; however, you can create your own dividends by selling options on this highly volatile stock. By doing that, I am able to bring down my breakeven price further each month. I am still holding onto my Nokia shares and I am hoping to add more if the share price falls below $3.00."

    ~ Jacob Steinberg
    Mar 19 06:32 AM | 1 Like Like |Link to Comment
  • Forum On Nokia, Covering NSN, HERE, IP, And General Discussion. [View instapost]
    Sanur beach is where locals go and hang out.
    Mar 5 09:02 PM | Likes Like |Link to Comment
COMMENTS STATS
281 Comments
255 Likes