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Anonymous 2

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  • 6 Superstars For Your Biotech Portfolio: John McCamant [View article]
    I presume you are the son of Jim.
    I used to work with him back in the 70s and 80s and maybe 90s.
    Say hello for me.
    SINCE RETIRING IN 06, I have been in a bunch of Med/BIO's past few years.
    I never stay long enough - tough to hold on in these volatile markets.
    current holdings include
    ALNY
    CNDO
    ISIS
    ENZ
    PCYC
    GALE
    SGMO
    VRTX
    NKTR
    I network with another broker Jim knew - he is still an active broker - age 80ish - still shows up at 5:30 am each day except Fridays when he goes fishing.
    Maybe Jim would like to get together for a beer?
    I live in Marin, Mt broker buddy works in Napa. Maybe a lunch in Napa would be a fun excuse?
    Tal
    best to use email when in this "public domain".
    May 10 03:50 PM | Likes Like |Link to Comment
  • Isis Pharmaceuticals Slides A Little Despite Strong Earnings [View article]
    My thoughts -
    (a) If the forthcoming offering is priced at 19 - a 17% discount from previous high of $22.90 and
    (b) within pennies ABOVE the current 50 DMAL and
    ( c) right at the current "consensus Target Price" of all the listed analysts covering the company
    it appears to have been (coincidentally?) a well thought out strategy of the company and its
    u/w's in pricing the pending secondary.
    As mentioned I was stopped out of my last positions at higher levels using trailing stops -
    but this might be a good opportunity to get back aboard for the next chapter
    in the life of ISIS (and maybe ALNY).
    The current high Target Prices (see the attached) of $31/sh (up 12 and 63% from 19)
    makes for a nice next goal.
    Especially when the stock will have an additional 10.3 million shares for the bigger
    "institutional" buyers who want/demand/need greater liquidity to add to their buy list.
    May 9 05:06 PM | Likes Like |Link to Comment
  • The San Francisco Bay Area's Housing Micro-Climates: A Microcosm Of A 2-Speed Recovery [View article]
    Any reason you did not include Marin County ? Napa? Sonoma?

    My guess would be that each - in the order suggested each has demonstrated a better "risk adjusted" statistic in terms of
    "Growth" from 2000 to the 07-08 peak in residential home BOUGHT prices for the median priced homes in each county.
    "Risk" from these peak values to the subsequent low BOUGHT price values in 2009 to 2010 period.
    "Recovery" values based on current 1Q2013 Bought price values.
    Duration would be the number of years and quarters between the 2000 Bought Values and The PEAK Bought Values and the Bottom Bought values and the Current 1Q2013 values.
    Thee stats could be compared with California and other States and or other identifiable cities, counties.
    Just a thought.
    Apr 29 01:49 PM | Likes Like |Link to Comment
  • Silver's Support Looking Strong At $22 [View article]
    if you like SLV for all the reasons you seem to discuss - hedging equity and industrial use and supply.
    why not AGQ?
    Apr 26 12:34 PM | Likes Like |Link to Comment
  • 6 REIT Plays Receiving Plenty Of Investor Attention [View article]
    To what extent should each of the above mentioned not be recommended for IRA and other tax sheltered retirement accounts due to UBTI or other reasons?
    Apr 23 10:05 AM | Likes Like |Link to Comment
  • Consider These 3 Most Punished Silver Stocks [View article]
    Compare AGQ with SDLV past three years of bull and bear moves.
    Obvious leverage works
    AHQ was up from the 36 month ago level of 27 almost 8 times to 191 from while SLV was up 3 times from 17 to 48.
    While SLV is back down to 22 while AGQ is back to 24.
    If one hopes or expects SILVER to recover, I would bet on the AGQ horse to earn the award for best return on the investment.
    Apr 18 10:42 AM | Likes Like |Link to Comment
  • Laying Out My BDC Investment Philosophy [View article]
    I hope everyone who reads this report knows that the most accurate and current listing of current positions in BIZD comes from the actual corporate web site:

    http://vaneck.com/BIZD

    Based on this information and as of 4/12/12 BIZD holds 26 positions the biggest ten positions representing 68.36% of the total portfolio.
    Apr 15 05:02 PM | Likes Like |Link to Comment
  • Silver Hits Costs Of Production: Opportunity For Courageous Investors [View article]
    This has been a great forum for both the bulls and bears regarding SILVER.
    But did I miss any (?) comments regarding the use of AGQ by Silver bulls OR by those who want to hedge their global long equity portfolio
    rather than SLV or others mentioned.
    For those who have been "wrong" (or at least premature or early) in the timing of the purchases, Why not take a short or long term loss and use AGQ for a leveraged recovery from what are now relatively discounted values?
    The charting of the three year ago lows in both SLV (17) and AGQ (27) to their respective 2011 highs provides a nice picture.
    SLV (at 22) is still up 30% WHILE AGQ(24) is down 11%.

    Is these differences in relative values just technical ?
    or are their fundamental reasons I should not "invest" in AGQ rather than SLV for either hedging OR investment reasons (since it appears that I will get more bang for my bucks).
    Apr 15 03:15 PM | Likes Like |Link to Comment
  • Are You A Scared Silver Investor? [View article]
    Checking out the SLV vs the AGQ past three years.
    SLV was around 17.5 IN MAY OF 2010
    SLV was around 48 at it's peak a year later in April-May of 2011
    SLV started 2012 out at 25.65
    SLV got as high as 36.44 only 2 months later and
    SLV hit another low at 25.34 in July of 2012 and
    SLV - Friday hit a low of 25.17
    --------------
    AGQ had a similar but leveraged pattern
    started at 27.5 in summer of 2011
    - went to a high of 191 in 2011
    hit a low of 34.45 (in July of 2012 when SLV hit 25.34)
    and Friday AGQ is at 31.9
    ---------------
    AGQ is currently 16% above its three year ago price of 27.5
    SLV is currently 45% above its three year ago price of 17.5
    ----------------------...
    Based on these stats and your knowledge of the leverage of AGQ and the fact that you would be a buyer of SLV in the 22-24 area.
    what is your guesstimate as to the price of AGQ if and when SLV
    gets down to the 22-24 range?
    --------------
    IF I wanted to own Silver as a portfolio or inflation hedge, I believe that AGQ would provide more "silver as a hedge" for the buck
    than SLV.
    Would be interested in any thoughts.
    Apr 14 10:57 PM | Likes Like |Link to Comment
  • Enzo Investors Have To Be In It For The Long Haul [View article]
    Your 3/19 comments were timely.
    Now that the market has significantly revalued the shares almost 40% cheaper than they were only 2-3 months ago, and based on Friday's close and the fact that management will undoubtably be conducting multiple coast "one-on-one" meetings and multiple conference calls with concerned "institutional investors" due to these past few days of "no buyers", it will be interesting to watch the market for signs as to how management has guided sell side analysts toward valuing current price with current and future expectations relating to potential growth in the company business and important longer term product revenue trends.
    Apr 7 09:10 PM | Likes Like |Link to Comment
  • Gastar Exploration - Huge Well, Stock Buyback, New Resource Play, Litigation Resolved [View article]
    anything more on CXPO? Besides the one sentence??
    Apr 3 08:33 PM | Likes Like |Link to Comment
  • PennantPark Floating Rate Capital: The Good, The Bad And The Maybe? Part 21 [View article]
    I am new to PFLT. It appears that they offered 3 mm shares at 14 but on the same day it "sold" down to 13.65 on about 1.75 mm shares - opening at 68 and closing at 13.81 - less than the 14/sh offer.
    Since then, there seems to be a glass ceiling at 14.
    Am I missing soething? or did the 3mm share offering at 14 not get placed in (at least relatively) strong hands?
    Apr 3 02:19 PM | Likes Like |Link to Comment
  • High-Beta Or Low-Volatility ETFs? [View article]
    since inception of SPHB ,
    it appears that SPLV has outperformed on an absolute and risk adjusted basis.
    It appears that it has also outperformed SPY on a risk adjusted basis -
    From the bottom of any market,one would expect that theETF with the highest beta will out perform
    Since inception of sphb in may 2011
    splv is up 10%
    Spy is up about 18%
    for unknown (to me) sphb is down 1% ???
    Mar 23 03:07 PM | Likes Like |Link to Comment
  • The Best REIT And Private Equity Dividends This Week [View article]
    An end of week update ? - the question: using hindsight as well as using hindsight - does either REM or MORT provide a better "risk adjusted" return during the past 18 plus months that they have been holding a portfolio of this sector - the CYS volatility is only a case in point. The reason "risk adjusted"is used is due to the fact that many of the income seekers are retired and need to consider the extra inherent price/time volatility as it relates to portfolios unable to rely on unlimited new cash contributions from earned income.
    Mar 22 02:49 PM | Likes Like |Link to Comment
  • Cyber-Terrorism: Working The Zombie Apocalypse And Bank Heists Into A Portfolio [View article]
    You missed one - ISC8 - SYMBOL ISCI -
    WEB SITE :http://bit.ly/1057ke9
    I have accumulated a long term investment position since almost 2 years ago - April 2011. I have bought when weak and have not taken profits on strength. The lack of liquidity of the shares is NOT friendly to traders.
    The Cyber Division of ISC8 is dedicated to providing leading edge cybersecurity solutions that aid in the detection, investigation and protection of global enterprises, telecom operators, mobile operators and government agencies against the world’s most sophisticated threats. ISC8 technology enables detection of next-generation malware and Advanced Persistent Threats. With its recent acquisition of Bivio Networks’ NetFalcon and NetControl solutions, ISC8’s Cyber Division is poised to provide its customers with unprecedented visibility into their networks by combining powerful Big Data analytics, unmatched security intelligence, awareness, and control which will analyze, detect, and alert to the most advanced cybersecurity threats.
    The management of the company, board of directors and board of advisors have undergone a strategic makeover during these past few years. I believe it will grow to become a well known FOCUSED CYBER investment unlike many larger and better known companies which are involved with many other technologies and services. The quote page for Yahoo includes 15 different press releases during these past 6 months.
    Mar 17 07:49 PM | Likes Like |Link to Comment
COMMENTS STATS
317 Comments
101 Likes