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Dave McKay1

Dave McKay1
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  • Jazz Pharmaceuticals, Inc. misses by $0.06, misses on revenues [View news story]
    Revenue growth is decelerating sharply, that is the reason
    Feb 26 08:01 AM | Likes Like |Link to Comment
  • Galena Biopharma Issues Letter To Shareholders, And A Case Of Insider Seller's Remorse [View article]
    Thanks for the response. I have read your blog. BTW, you would do yourself a great service if you would stop your immature comments towards GALE and belittling ad hominem attacks on people who respond to you on your blog and SA. Not towards me, though. You do bring up some valid points. I am also very interested in Abstral sales for Q4 and the current Q1. Some old drugs can indeed be brought back to life, (see Questcor) with a new sales initiative and the stock can do very well.
    Feb 20 11:33 AM | 1 Like Like |Link to Comment
  • Prospect Capital: How Long Can It Sustain Dividends? [View article]
    keltus said...""Most of the 'investments' BDCs make would probably qualify in the S&P credit rating area of single B, triple C, or lower.""

    If that is true, then why do the 6.95% PSEC Senior notes, symbol PRY, have a investment grade rating of BBB? I understand the "lipstick on a pig" AAA MBS debacle got us the great recession in 2008, but the same concept applies here. If all you make is junk investments, how can YOUR paper be rated investment grade?
    Feb 20 09:32 AM | Likes Like |Link to Comment
  • Galena Biopharma Issues Letter To Shareholders, And A Case Of Insider Seller's Remorse [View article]
    How does that prescription data compare to Subsys, which is one of the competitors to Abstral?
    Feb 19 10:20 AM | Likes Like |Link to Comment
  • Galena Biopharma Issues Letter To Shareholders, And A Case Of Insider Seller's Remorse [View article]
    Bears still won't answer an important point. Why does GALE's competitor, Insys Therapeutics, INSY have such a larger market cap than GALE, seeing that they only have one drug, Subsys, which is Abstral's competitor. The INSY market cap is THREE TIMES that of GALE! Why is that?
    Feb 19 10:18 AM | 2 Likes Like |Link to Comment
  • Analysts question AGNC strategy [View news story]
    Too bad CMO isn't selling way below book. That mReit stock looks to be holding up the best. I'm looking at their preferreds.
    Feb 5 08:22 AM | Likes Like |Link to Comment
  • Analysts question AGNC strategy [View news story]
    Good point. If mgmt. is smart enough to ostensibly short their own stock when the time is right, then I have to give them kudos and follow their company closer.
    Feb 5 08:18 AM | Likes Like |Link to Comment
  • Galena Biopharma: Numerous Red Flags Suggest A Significant Overvaluation [View article]
    The investment markets have a tendency to fool most everybody. Such as possibly here with Gale. The Neuvax trial might fail but the stock still goes up a lot because of big increases of sales of Abstral. Reminder...The market cap of Gale is only 1/3 that of Insys (and their only product Subsys which is a competitor to Abstral)
    Feb 3 02:49 PM | 2 Likes Like |Link to Comment
  • Galena Biopharma: Numerous Red Flags Suggest A Significant Overvaluation [View article]
    Abstral's competitor, Subsys is doing the same promotion! But Bronte capital won't mention that! They have an agenda crusade against Gale it seems!
    "Patient Co-Pay Savings Program"
    Start saving with the SUBSYS Effective Dose Savings Program. Patients can receive free product and up to $500 off each additional prescription. This program is for commercially insured and cash paying patients only."
    Source: http://bit.ly/1et4Ld6
    Feb 3 02:41 PM | 5 Likes Like |Link to Comment
  • Total Return BDCs For 2014: Part 2 [View article]
    Thank you for your free newsletter. I am interested in the preferred stocks and notes that are issued by these BDC's so I developed a spreadsheet to analyze them. I took some of your rankings and then took some favored metrics of fellow SA contributor "Factoids" and I also calculated a Yield to Call. Here is the spreadsheet...

    http://bit.ly/1juq6nA

    Do you see anything I should add? Hope you find it useful. Thanks!
    Jan 21 12:04 PM | Likes Like |Link to Comment
  • Simple Rules That Work In BDC Investing [View article]
    Thank you for your help. I developed a google spreadsheet that looks at the notes and preferreds of these BDC's. I took some of your data preferences and those BDC rankings of SA contributor "BDC Buzz" and I also calculated a "Yield to call". Here it is in the link below..Do you see anything I should add? Thanks!

    http://bit.ly/1juq6nA
    Jan 21 11:49 AM | Likes Like |Link to Comment
  • Simple Rules That Work In BDC Investing [View article]
    Thank you Mr. Factoids! Great analysis of performance of these BDC's. I would love to see you do an analysis of the Preferred stocks or ETD's (Senior Notes) that are issued by quite a few of these BDC's. What would you think are the most important criteria to look at? Debt to equity ratio? Net operating earnings coverage of debt service? Dividend coverage of the common stock?

    I like to call it chicken BDC investing. Thanks!
    Jan 8 05:49 PM | 1 Like Like |Link to Comment
  • Will Galena's Post-Holiday Charm Continue? [View article]
    It's probably just a off-label marketing and usage problem, which is usually the case with "sales practices" investigations. The sales force gets too promotional and it happens all the time. There will probably be a small fine, reprimand, and that's it. Since Subsys is a spray application in the mouth, I would like to know the pros and cons of this versus under the tongue application of Abstral.
    Jan 8 03:13 PM | Likes Like |Link to Comment
  • GeoInvesting Responds To Bronte Capital On AmTrust [View article]
    That's what I'm thinking. Even a complete restatement of earnings doesn't look to badly affect the preferred stock with it's now juicy yield.
    Dec 23 09:27 AM | Likes Like |Link to Comment
  • Crescent Point Energy: A 7% Dividend Yield And 30% Potential Upside [View article]
    Cranky said..""Shame the money's not really there for the dividends, lol"".
    Am I right in thinking that without the dividend reinvestment plan, DRIP, (which is huge) the dividends are unsustainable? And with the baby boomers retiring in droves, you can't pay your living expenses with shares of stock, and they will soon get out of the drip? Yes/No?
    Dec 6 10:39 AM | Likes Like |Link to Comment
COMMENTS STATS
60 Comments
42 Likes