Seeking Alpha


Send Message
View as an RSS Feed
View dserradas' Comments BY TICKER:

Latest  |  Highest rated
  • Micron: Analysis Of The Analysts And Go-Forward Thoughts [View article]
    I've been long MU with positions in the $10 range...thanks to Russ. His articles turned me onto the stock and he influenced me to buy. Russ' insight was way ahead of the curve. ..I can't thank him enough. I hope he recovers and wish him well!

    Trimmed my position in the 30's but still own a big chunk. The news this week and action have been really positive. I intend to hold into 2017 with the hopes that 3D really pays off.
    Oct 5, 2015. 08:48 PM | 7 Likes Like |Link to Comment
  • Arena Sees Belviq Sales Climb Despite Seasonality [View article]
    Earlier this year I sold my ENTIRE ARNA position after being in the stock for 2+ years. My main reason for selling was the plummeting PPS over the course of time. I was lucky enough to buy on dips and minimize my losses...I still got screwed.

    The continued downtrend in PPS and uptick in RX volume along with Spencer's projections are making me reconsider getting back in if the price continues to spiral downward.
    Jul 26, 2014. 11:38 AM | 2 Likes Like |Link to Comment
  • Arena +3.7% AH; CEO declines comment on Eisai speculation [View news story]
    I'm not sure I'd like an acquisition...sure it would be easy & quick $$$$ but the potential for Arena as a standalone seems much higher. I guess it would give me a reason to take a profit and move on, ARNA has been a frustrating stock over the past 2 years to say the least..
    Jun 11, 2014. 06:58 PM | 6 Likes Like |Link to Comment
  • Micron Technology: Worth Between $29-33 Per Share, Strong Buy On Market Correction [View article]
    Let's see if it can get back to the $25 levels and sustain that price before we get to $29-33. That resistance level has only been broken and maintained for a short period of time.

    I am LONG MU since $12/13 and plan to hold throughout the end of the year. The volatility in pps especially after positive earnings has been frustrating, esp after seeing SNDK kill it last night..
    Apr 17, 2014. 08:21 AM | 3 Likes Like |Link to Comment
  • Micron Will Obliterate Q2 Estimates [View article]
    The PPS should rise during the first half of March due to the number of conferences/presentati... Hopefully this momentum will continue into earnings. I'm predicting a stock price of $30-32 by mid April.
    Mar 2, 2014. 05:54 PM | 4 Likes Like |Link to Comment
  • Protecting Your Equity Portfolio For Less - Part X [View article]
    MU has a much higher potential of being $35 vs $5 come next January. If you'd like to burn your hard earned money buying puts please send it to my paypal account instead. Clearly you haven't done your homework on this company....
    Feb 20, 2014. 09:14 PM | 6 Likes Like |Link to Comment
  • Near-Term Catalysts For Micron [View article]
    Jaret, Russ, RSA, and Wilson, your articles and comments on MU are the main reason why MU occupies such a big chunk of my portfolio. Thanks for all your hard work and guidance!!!
    Feb 12, 2014. 09:02 PM | 7 Likes Like |Link to Comment
  • Where Does Micron Go From Here? [View article]
    Thanks again for your vote of confidence Russ, I have been LONG MU since following you last summer. Because of your insight I am up nearly 60% and do not plan on selling until anytime soon. Your recent articles on QUIK have also helped me make my first option play...can't wait to see the potential there too.
    Feb 5, 2014. 07:15 PM | 1 Like Like |Link to Comment
  • Micron: Fairly Valued If Not Overvalued [View article]
    Wow this article is comical. I better sell Monday, especially if the author foresees a $10 drop in the next 3 months. Please, short away if you are so confident...
    Jan 31, 2014. 06:04 PM | 11 Likes Like |Link to Comment
  • Micron (MU): FQ1 beats by $0.33, beats on revenue [View news story]
    BOOOM!!! What a 1/4, $25 here we come!!!
    Jan 7, 2014. 04:25 PM | 1 Like Like |Link to Comment
  • Belviq Sales Closing Out Year Modestly - Surprises Soon For Arena? [View article]
    Saw a magazine cover with a Belviq ad come into my hospital today. The magazine was for our CMO. I asked him if he was familiar with the drug and he replied "No, what is it?" I gave him a brief description and he sounded genuinely interested.
    Dec 27, 2013. 09:31 PM | 1 Like Like |Link to Comment
  • Arena Pharmaceuticals - A 2014 Story [View article]
    Spencer, thanks for keeping us in the loop. I read each of your articles and most of the comments attached to them (I try to skim through the haters spewing their venom).

    Looking forward to a bright 2014 for ARNA. I plan on re-popping after my wash sale date and holding strong for a while. Once these TV ads start appearing and the holiday season is fully over we should see some solid weekly RX growth. GLTA LONGS!!!
    Dec 26, 2013. 06:15 PM | 3 Likes Like |Link to Comment
  • Arena, Inovio rally after positive mention [View news story]
    ARNA is a solid biotech option for 2014, but TNXP is a better place to invest until ARNA gets some traction.
    Dec 26, 2013. 06:08 PM | 1 Like Like |Link to Comment
  • Micron Is Going For The Win [View article]
    This run up should continue into earnings. I'm curious to see how the results are presented by IR and how the market reacts.
    Dec 20, 2013. 03:50 PM | Likes Like |Link to Comment
  • Arena: Weekly Belviq Lower During Holidays [View article]
    Hoping that the two holiday weeks will cause the pps to temporarily decline. I sold about 1/2 my shares for capital losses a few weeks back and plan on buying them back on day 31. Hopefully I'll be able to buy back below my sale price.
    Dec 20, 2013. 03:44 PM | 2 Likes Like |Link to Comment