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Qniform

Qniform
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  • J.C. Penney: What To Do After Yesterday's Plunge [View article]
    Not such a salient point. Weekly expirations happen every Saturday, so why is this not a pattern if your observation is correct? The monthly (regular) options have orders of magnitude more open interest, and even so what you theorize is not evident in the trading patterns on those expiration dates.
    Apr 14 04:41 PM | Likes Like |Link to Comment
  • J.C. Penney: What To Do After Yesterday's Plunge [View article]
    It's hard to believe the following for this dog. FDO actually makes money (and pays a dividend), and is down almost as much YTD. So is DLTR. So is BONT. So is BURL. So is TUES. While I would not be buying any of these right now (except maybe FDO if I liked retail), any of them are better choices than JCP. They actually make money occasionally, and don't have huge structural issues.

    Down 10%? Consider it lucky - and on borrowed time if a real correction develops.
    Apr 12 06:14 PM | 2 Likes Like |Link to Comment
  • Another Attractive Entry Point For Vitacost Shares [View article]
    I don't understand your comp take-out valuation based on a 1x sales metric. I see VITC trading at 1.7x sales ($384mm TTM) at its current cap of $225mm. Still, this is a very viable take out for a company able to monetize cost of sales synergies. As it stands, it's suitable for the most speculative part of a portfolio. I wish it traded options.
    Apr 12 11:41 AM | Likes Like |Link to Comment
  • French plan to allow generics alarms Big Pharma [View news story]
    It should be made clear that this has nothing to do with current patent and intellectual property protections. The use of the word "generic" is misleading.
    Apr 10 11:05 AM | 1 Like Like |Link to Comment
  • Intel shutting down Costa Rican facility, laying off 1.5K workers [View news story]
    There has been a round of cuts worldwide people. Across the board it's 5% in addition to attrition, and it is higher level targeted - grade 7 and up. Managers say that another round is quite possible in the September timeframe. BUT, Intel is very good about helping with internal and external placement of employees, with 6+ months of salary and HR support for any transition.
    Apr 9 05:32 PM | Likes Like |Link to Comment
  • Express Scripts Trying To Shame Gilead Into Reducing Sovaldi Price: Who Is Really The Greedy One? [View article]
    Thanks for pointing out that Express Scripts isn't Robin Hood. Incidentally, when you said "Regardless, I was humored by Dr. Miller's comments..." I think you meant amused rather than humored.
    Apr 9 01:12 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    I found something on this. See this article http://huff.to/1g7dUWC, and the linked study http://stanford.io/15E....

    Was this the one memshu?
    Apr 9 11:02 AM | Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    The U.S. was 27% of CIMT revenue in 2013. They don't break out profit by region as far as I can see. Drummed parochial views about one product in the U.S. have little to do with the investment case writ large.
    Apr 8 01:47 PM | 2 Likes Like |Link to Comment
  • Want Real Estate Exposure Similar To Realty Income? Buy Tesco [View article]
    Tesco is not remotely comparable to Realty Income, but perhaps you were simply seeking page views. I do think it is a timely investment given the sale of Fresh & Easy, and the Asia expansion. The banking operation worries me, since it may expose the company to losses not matched by the profit achieved. Worth a look. I think it is a better hold on the London exchange, denominated in GBP (TSCO.L).
    http://bit.ly/R0WBkE
    Apr 8 01:05 PM | 1 Like Like |Link to Comment
  • 3D printing stocks hit hard as momentum rout continues [View news story]
    Ummm, CIMT is not really a 3d printing stock - yet at least. It's currently a great smallcap value stock, with incremental 3d revenues just beginning as it adds features to existing products.
    Apr 8 11:49 AM | Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    Nice down-to-earth perspective, TMT.
    Apr 8 11:45 AM | Likes Like |Link to Comment
  • A Physician-Businessman's Views Of Gilead, With Emphasis On Sovaldi [View article]
    A nicely balanced article. Expert and well presented. I'm long GILD via $65 puts. I hope they are exercised.
    Apr 8 03:01 AM | Likes Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    Of course, that was my meaning. But $9 a share is ridiculous, and the options market apparently agrees. Look at put premiums.
    Apr 7 05:29 PM | Likes Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    Me too. I find investing in companies that also make money to be the most reliable way to do that. JCP certainly doesn't fit that description at this point.
    Apr 7 01:43 PM | 1 Like Like |Link to Comment
  • House Democrats target Gilead for high price of Sovaldi [View news story]
    trustcamy, you have repeated my description of the situation, and I don't see a solution in what you say. BTW, there is one inaccuracy in your comment - patent protection (pretty much world wide) came along before this industry became what it is, so singling it out as receiving undue protection is unwarranted. As for the political clout you mentioned, the U.S. is the only place where freedom to influence government exists apparently. If one doesn't like the downside of that, there are places where you can give up that right and Americans also have the freedom to relocate - at least for the time being.

    I'm not surprised that any company fights to protect a source of profit. I've acknowledged the unfairness that this market supplies a disproportionate share of the profits which allow the benefits of R&D to continue, but I have seen no similar acknowledgement that the proposed "solutions" in these comments ignore the market realities which got us to this point.
    Apr 7 01:40 PM | Likes Like |Link to Comment
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