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hakujin

hakujin
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  • Amarin: A Good Entry Point Ahead Of Major News Next Month [View article]
    I agree, and I have spoken w/ a couple of biotech consultants that have not been able to solicit a response from the company. I just wondered how pandemic this is i.e. how many have simply tried contacting them via website and to what degree of success?

    I think this goes back to early august when this happened.

    2nd (and to reiterate); at bare minimum a marketing relationship is suggested in the works. In fact, many found job postings online related to cardiovascular sales reps which indicated a connection to Amarin. Of course, Amarin owes it to it's company value to at least pursue this option on paper to retain shareholder value. But what I wondered is; could this plausibly be the reason for the silence. Surely, biotechs have entertained marketing suitors in the past (whether it be outright partner or outside sales reps), so... could this be the reason for silence as well, or is silence overkill for such purposes?
    Sep 27 02:17 PM | Likes Like |Link to Comment
  • Starbucks Making Big Move With Verismo [View article]
    it's funny that when anyone discusses GMCR they blatantly ignore all the things that have caused the company to plummet YTD. Sort of like how the market forgot about Europe for a month or two. But then... it's quite evident the same 'ol problems of inventory buildup, mismanagement, expired patent, thinning margins, etc. will resurface come next earnings. is every long in this company living in a parallel universe where GMCR has credibility?
    Sep 27 02:10 PM | Likes Like |Link to Comment
  • Starbucks Making Big Move With Verismo [View article]
    you're living in a GMCR pipe dream that will come crashing down very soon after some more terrible earnings reports. you are brave though, haha! you do realize gmcr doesn't even hold a patent to k-cup now right? more so, that discerning coffee drinkers would spit on a k-cup and drink it before choosing it over a french press.
    Sep 27 01:48 PM | Likes Like |Link to Comment
  • Amarin: A Good Entry Point Ahead Of Major News Next Month [View article]
    "According to some reports, the company has indicated that they are currently in a self-imposed quiet period until the NCE decision is finalized"

    still no confirmation on this either way from anyone huh? Red Acre, have you (or anyone) attempted to contact them via their website yet?

    Regarding this potential quiet period, do companies EVER do this for a mere marketing relationship?
    Sep 27 12:53 PM | Likes Like |Link to Comment
  • Deckers Outdoor - Time To 'Deck' And Cover [View article]
    "reasonable expectation of a downward revision in management's Q4 guidance when the company reports Q3."

    last Q2 as a whole taught me downward revisions are bullish for the mkt. how else to explain 5 year highs? ;)
    Sep 26 04:32 PM | Likes Like |Link to Comment
  • Deckers Outdoor - Time To 'Deck' And Cover [View article]
    "false hopes that its UGG brand will miraculously begin to sell again in Q4 once the cold weather arrives"

    non sequitur much? there is where I stopped reading your article. if you spent even just two minutes investigating your short piece (btw, you're a little late on that one), you'd see that Q4 has always been their most successful qtr. just looking at previous earnings matrix from their website. way undervalued at this point.
    Sep 26 04:28 PM | Likes Like |Link to Comment
  • Chipotle Mexican Grill Feeling The Heat From Class-Action Lawsuits [View article]
    overpriced even at summer lows.

    as an aside to all this drama; i see them constantly busy in my area, but they don't charge enough. i don't see how margins or same store sales can do anything but decline.
    Sep 25 06:40 PM | 1 Like Like |Link to Comment
  • OCZ: Management Needs To Sell The Company Now [View article]
    i think 700M now versus <200M next year is a value proposition. why try catching the knife?
    Sep 24 07:50 AM | Likes Like |Link to Comment
  • Apple's iPhone 5 Vendor Cheat Sheet [View article]
    do you think Sony may have gotten the higher 8MP and OVTI will get slammed on the news? alot already baked in IMO.
    Sep 14 03:07 PM | Likes Like |Link to Comment
  • Amarin Is Still A Buy, Despite NCE Indecision [View article]
    not seeing anything like that here: http://1.usa.gov/OlQX49

    it would also appear it is protected on patents until 2013 (Lovaza)
    Sep 13 07:09 PM | Likes Like |Link to Comment
  • Amarin Is Still A Buy, Despite NCE Indecision [View article]
    do you have a link for that NCE expiry on Lovaza? that's huge.
    Sep 13 07:06 PM | Likes Like |Link to Comment
  • Why You Should Not Buy Whole Foods Market [View article]
    reminds me of the article just before earnings here, chastising the store and calling for a miss. wrong, wrong wrong... anytime you go against WFM, you'll be wrong.
    Sep 12 11:14 PM | 1 Like Like |Link to Comment
  • New iPhone Release: Avoid This Supplier [View article]
    jmo, but: oversold since april and plenty of upside when iphone 5 sensors are confirmed. margins wont be an issue unless thy revise guidance down which is unlikely in the near term after last cc.
    Sep 11 11:25 PM | Likes Like |Link to Comment
  • New iPhone Release: Avoid This Supplier [View article]
    You lost me there Chris.

    From:
    "strong sales stemming from pent-up demand for the next iPhone."

    To:
    "if customer demand weakens. Another inventory write-down is possible."

    So... which is it? Can't have your cake and eat it too. If anticipated strong demand hits iphone5, OVTI sales will benefit. It doesn't take a genius to figure out why the inventory has shot up...
    Sep 10 08:30 PM | 1 Like Like |Link to Comment
  • Mellanox: End Of Romley Upgrade Signals Steep Downside [View article]
    you do realize INTC is also buliding out a 100GB infiniband rival don't you? have you read this article here: http://seekingalpha.co...

    since you claim to have the technical know-how to gauge this cap, I encourage you to refute the author or the comments. I look forward to your reply.
    Sep 10 10:25 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
130 Comments
85 Likes