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Anonymous 2

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  • Our 2 Healthcare Picks For April [View article]
    In addition to BCLI, CTYK, CTYX, STEM and CUR I recently heard that SYN was involved with R&D research on ALS in their pipeline.Is this true? Are their other companies with an R&D effort toward ALS solutions besides the above?
    I have been long SYN but was unaware of this purported interest in ALS.
    Apr 14, 2015. 09:39 AM | Likes Like |Link to Comment
  • Brainstorm Takes Major Leap Forward In Battle Vs. ALS [View article]
    Since your article first appeared four months ago, have there been any new BioPharma Companies - other than CUR, BCLI, SNY, CYTK, CYTX, STEM which have recently come out as competitive leaders in the search for ALS solutions?
    In order of potential timing in breakthroughs in each of their piplines, which are the two or three "leading horses" to ride during this next 12 to 24 lap.?
    Best sell side FIRMS AND OR analysts who cover ALS R&D research efforts?
    Apr 14, 2015. 03:49 AM | Likes Like |Link to Comment
  • Healthcare stock screen of the month: Price extended, poor fundamentals [View news story]
    CYTX- leaving a bunch of gaps - how many will be filled before next year? next few months?
    Apr 8, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • It's Time To Invest In BIND Therapeutics [View article]
    Still long MEIP ?
    Do you follow any of the BIOs which have a focus on R&D for ALS syndrome?
    such as BCLI, CUR, CYTK or STEM?
    I own initial positions in the first three (biggest is with BCLI) and am impressed with the recent management and insider investment news from STEM so will probably take a piece of it to incentivize me to get serious to know if and when they deserve some of my retirement dollars.
    Apr 2, 2015. 10:01 PM | Likes Like |Link to Comment
  • Why I'm Short Synthetic Biologics After Phase II Relapsing-Remitting MS Data [View article]
    DO YOU STILL FOLLOW SYN?
    Mar 10, 2015. 02:22 PM | Likes Like |Link to Comment
  • Why I'm Short Synthetic Biologics After Phase II Relapsing-Remitting MS Data [View article]
    Still Short? Seriously - in the past year did SYN pass or correct enough of their flaws to cover and go long?
    How about Keith's RXII. Is this still (and now) a timely turnaround?
    Mar 2, 2015. 10:20 AM | Likes Like |Link to Comment
  • Unilife: Ready For Phase 2 Of A Huge Move [View article]
    Since 1/29 SA article price has moved down 11% from 4.40 close to 3.90 most recent. Subsequently, an offering was priced at a big (4.4-3.75=)15% discount.
    the stock opened below 4.20 and has been as low as 3.85 (Nice support by the u/w's) 10 cents above the offer price (good deal, for those invited into the
    offering).
    Interestingly,in the meantime, the HIGHEST target price offered by the 5 sell side analysts has move from as low as 9 in early January to a new high target Price of 15.25 !! This was recorded on on 1/27 !! prior to the date of the SA updated report (which used a TP of 11/share).
    It will be "of interest" to learn about the "profile" of those investors and the extent to which there are reasonable time restriction on such privileged buying supporters from selling to those of us who'd like to accumulate stock at NOT "rigged" prices.
    In the meantime, going from the current 3.90 to the high TP of 15 plus will make my day.
    Feb 3, 2015. 02:12 PM | 2 Likes Like |Link to Comment
  • BDCL: The Third Leg Of The High-Yielding Leveraged ETN Stool [View article]
    I just re -reviewed your almost year ago analysis
    Maybe it would be time to do another review - IT seems that there have been enough changes since May 2014 to reevaluate the concept.
    I did not notice any follow ups, but will check again
    Thanks
    Romeo F
    Jan 31, 2015. 04:18 AM | Likes Like |Link to Comment
  • Procera Networks' (PKT) CEO James Brear on Q3 2014 Results -- Earnings Call Transcript [View article]
    Anything new to report past 2.5 months?
    Jan 23, 2015. 06:50 PM | Likes Like |Link to Comment
  • Will Audi's Hybrid Q7 Cause Tesla's Model X Backlog To Evaporate? [View article]
    I did not read all of the 300 plus questions/comments - so may have missed this:
    Does either or both the Tesla and or the Audi offer 4WD for their 7 seat SUV vehicles?
    Recognizing that some "7" seat vehicles include small backward looking seats good only for "children size" persons, which of the 7 seat 4WD OR 2WD (SUV) vehicles enable 7 adults to sit comfortably?
    For example a driver plus 6 adults or 3 couples?
    And, thus, might be appropriate for consideration by the professional Personal Transportation industry (Cabs including Uber type businesses.)
    Jan 2, 2015. 03:39 PM | Likes Like |Link to Comment
  • 2015 Could Be A Good Year For Europe ETFs [View article]
    What would you need to see take place prior to using RSX in a globally diversified portfolio seeking "the opposite" (or perhaps a non correlated country fund) of the profile of the U.S. Equity markets in terms of the valuation of the equities in the RSX portfolio with emphasis on energy and "commodity" sectors after 6 up years
    in developed countries.
    Based on the discounted values of the RSX portfolio during past 6 plus years, at what point and what signs will you use to include RSX as an "undervalued" "contrary" play on one of the largest countries in the world?
    Basically - what i am attempting to figure out is when will RSX represent the same "oversold valuations" which existed in March April 2009 in the IVV or SPY or DJIA?
    Dec 31, 2014. 09:24 PM | Likes Like |Link to Comment
  • Putin Overestimates Russia's Economic Strength [View article]
    "Rational" Global Diversification" seems to make "rational" sense in most market environments and brings the following concepts to a "rational mind":
    Buy out of favor !! (Vodka Bottle - Half Full or Half Empty - Straw Hats - Blood in the Streets - Fear vs Greed )
    A well known and recent (almost 6 years ago) Macro Historic Example
    Buy the USofA !! the ETF - "SPY" -
    This was a pretty good idea 5-6 years ago !!
    Potential for LONG term Capital Gains?
    Less than 6 years ago, the SP500 ETF SPY was at 74 in April of 2009 -
    down more than 50% from 155 in less than 6 months in Sept of 2008..
    a year later it was at 119 - up 60%
    It is currently at an all time high - at 208 up 181%.
    Was Buying a basket full of USofA Blue Chips an example of "Rational Speculation"?

    Using similar considerations:
    Are today's markets providing Another GLOBAL opportunity for
    Global Diversification Or should the following be considered "Rational Speculation"?
    Buy out of Favor ?? - seems "rational" (etc.)
    Is Russia "out of favor"?
    In May of 2008 the RSX was at 58 - it's all time high
    LESS than 10 trading days ago RSX was as low as 12.01 -
    Down 80% in six years from it's all time high.
    In less than a week later, it traded as high as 16.53 - up almost 40%.

    A political comment:
    "Most rational investors know that Russia is NOT the U.S.of A !!"
    (Even Putin knows this )

    But ...

    Is the Russia "Dow Jones" (RSX) really going down another 12 or 15 points --- to Zero ?
    ... before the "combined rational wisdom" of the global market investors have "fully" discounted the fact that it JUST MIGHT have some macro problems - some of which are not within the control of it's current Head of State?
    Is there any global investor on this planet who does not already KNOW that investing in Russia is not viewed as a blue chip investment for LOLs ?
    Will RSX stock price go lower from this POINT ?
    "I Guarantee that it most probably will".
    Will there be a "GLOBAL Market Collapse" in the future? Of Course !(That is a rational question - and answer)
    But all markets do not move up or down at the same time.
    And I also doubt that Putin is of a mind to ring any "global" bell to let the world know "when" he has done what it takes to encourage shorts to cover their shorts !!
    If (or should I use "when"?) the Technical Indicator (as an example) RSI(14) registers an (At or below) 30 level, one might rationally and thoughtfully consider to speculate (if that is the correct description) on the long term survival and recovery of the current Russia Economic problems by owning a basketful of Russia Blue chips (similar to theDJIA) using the RSX ETF as a proxy which just might reflect the eventual recovery of whatever factors have created these PAST 6 years of Russia's "Market Collapse".
    I am not sure which number to use - but it will be somewhere between zero and 14.74 - the current low for today. And that is a fact !!
    If in fact the global markets are due to a collapse, perhaps the RSX past
    6 year decline of 83% from the May 25, 2008 highs will provide a "relatively valued" investment opportunity for a timely and rational "speculation" (vs investing in those countries with equity markets hitting all time multi year highs which have not yet suffered a market collapse).
    =======
    Re ..."Western lying-Propaganda..." During these past 100 years, most oil and gas producing countries - NOT JUST "Western" - have continued to include the most recent and increasingly efficient "innovative technologies" to remain competitive
    in the global markets of producers and users. Russia has not and has been paying for such backwardness for decades. I am bullish on eventual recovery of the Russian economy, but it may not be with a belligerent and out of touch Putin riding half naked on a horse attempting to bring back the old ways of the past centuries. Putin is not a necessary factor in my optimistic outlook for the eventual macro recovery. He is and has been one of the common factors responsible for these past decades of decadent declines.
    Dec 29, 2014. 03:33 PM | 2 Likes Like |Link to Comment
  • John Hussman: The Line Between Rational Speculation And Market Collapse [View article]
    "Rational" Global Diversification" seems to make "rational" sense in most market environments and brings the following concepts to a "rational mind":
    Buy out of favor !! (Vodka Bottle - Half Full or Half Empty - Straw Hats - Blood in the Streets - Fear vs Greed )
    A well known and recent (almost 6 years ago) Macro Historic Example
    Buy the USofA !! the ETF - "SPY" -
    This was a pretty good idea 5-6 years ago !!
    Potential for LONG term Capital Gains?
    Less than 6 years ago, the SP500 ETF SPY was at 74 in April of 2009 -
    down more than 50% from 155 in less than 6 months in Sept of 2008..
    a year later it was at 119 - up 60%
    It is currently at an all time high - at 208 up 181%.
    Was Buying a basket full of USofA Blue Chips an example of "Rational Speculation"?

    Using similar considerations:
    Are today's markets providing Another GLOBAL opportunity for
    Global Diversification Or should the following be considered "Rational Speculation"?
    Buy out of Favor ?? - seems "rational" (etc.)
    Is Russia "out of favor"?
    In May of 2008 the RSX was at 58 - it's all time high
    LESS than 10 trading days ago RSX was as low as 12.01 -
    Down 80% in six years from it's all time high.
    In less than a week later, it traded as high as 16.53 - up almost 40%.

    A political comment:
    "Most rational investors know that Russia is NOT the U.S.of A !!"
    (Even Putin knows this )

    But ...

    Is the Russia "Dow Jones" (RSX) really going down another 12 or 15 points --- to Zero ?
    ... before the "combined rational wisdom" of the global market investors have "fully" discounted the fact that it JUST MIGHT have some macro problems - some of which are not within the control of it's current Head of State?
    Is there any global investor on this planet who does not already KNOW that investing in Russia is not viewed as a blue chip investment for LOLs ?
    Will RSX stock price go lower from this POINT ?
    "I Guarantee that it most probably will".
    Will there be a "Market Collapse" in the future? Of Course !(That is a rational question and answer)
    But all markets do not move up or down at the same time.
    But I also doubt that Putin is of a mind to ring any "global" bell to let the world know that he has covered his shorts !!
    If (or should I use "when"?) the Technical Indicator (as an example) RSI(14) registers an (At or below) 30 level, one might rationally thoughtfully consider to speculate (if that is the correct description) on the long term survival and recovery of the current Russia Economic problems by owning a basketful of Russia Blue chips (similar to theDJIA) using the RSX ETF as a proxy which just might reflect the eventual recovery of whatever factors have created these PAST 6 years of Russia's "Market Collapse".
    If in fact the global markets are due to a collapse, perhaps the RSX past
    6 year decline of 83% from the May 25, 2008 highs will provide a "relatively valued" investment opportunity for a timely and rational "speculation" (vs investing in those countries with equity markets hitting all time multi year highs which have not yet suffered a market collapse).
    Not sure if this qualifies as a "voice of reason" but it might win out in the end.
    Dec 29, 2014. 03:02 PM | Likes Like |Link to Comment
  • Dogs Of The Dow 2015 Firming Up [View article]
    Is it correct to assume you did not mention the SDY since it is an ETF?

    Based on the DRIP calculator, SDY has significantly beat the SPY since inception in 2004 assuming a DRIP in place. http://bit.ly/Hyaf5H

    Not sure how the SDY would compare with the DOD or SPY - or how best to compare it, but DOD seems to beat both the SPY and the SDY using the yahoo Finance comparative chart from the yahoo quote page - since 1/4/10 DOD is up 123% vs the SP500 up 88% and sdy up 72%.
    Dec 23, 2014. 05:25 PM | Likes Like |Link to Comment
  • Why I'm Short Synthetic Biologics After Phase II Relapsing-Remitting MS Data [View article]
    Anonymous 2
    Comments (317)| + Follow | Send Message
    I'd like to know - is LTBio STILL SHORT?
    If LTB was a short at 1.40/share does current price provide him with an even better "SHORT" value? ...
    ANY reasons to double down and short more?
    Or did I miss interim updates with continued reasons to short after almost 8 months.
    ... I would suspect that the fundamental sell side analysts will modify their current price targets from the current average of 4.0 per share - still more than 100% above the current.
    Currently 3 sell side analysts are pretty much in agreement using target prices between 6 and 6.5 - each of whom are now using higher target than back in May when this short was suggested in SA
    Dec 22, 2014. 10:18 AM | Likes Like |Link to Comment
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358 Comments
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