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pacman1

pacman1
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  • Dendreon Is Now On The Clock [View article]
    I was right !!! BK it was. They didn't even make it to 2016.
    May 24, 2015. 01:18 PM | Likes Like |Link to Comment
  • Resource Capital Needs To Get Its Act Together [View article]
    the cheaper the better when I am loaded with that stock - is that some kind of investing self-inflicted pain disorder?
    May 24, 2015. 03:30 AM | 1 Like Like |Link to Comment
  • Whiting USA Trust II - Declining Dividend Shows Rally Was Premature [View article]
    Oil prices are volatile, and yes they have lows an highs. I would never argument against that. My comment was specific to WHZ - I stand on my opinion that no way WHZ dividend payments would go steady up next 28 (or 26) quarters.
    May 23, 2015. 01:13 PM | 1 Like Like |Link to Comment
  • Whiting USA Trust II - Declining Dividend Shows Rally Was Premature [View article]
    I have to say you were so much off. WHZ was not undervalued, but grossly overvalued.

    "dividend cash payments of Whiting USA Trust II will steady go up during the next 28 quarters" - hmmm, reality already hit the fan.
    May 22, 2015. 12:22 AM | 1 Like Like |Link to Comment
  • Orexigen: Contrave Sales Flattening - Europe Needed To Spur Numbers [View article]
    Oh, one more thing. I don't understand why analysts are so positive on OREX> Price targets are $10 - $14. What do they see that I don't?
    May 21, 2015. 12:34 AM | 2 Likes Like |Link to Comment
  • Orexigen: Contrave Sales Flattening - Europe Needed To Spur Numbers [View article]
    I lost faith in the anti-obesity sector. I just hope I will exit my OREX investments with profit or no loss when my short puts strike $5 expire in October. I pray this will stay at $5. VVUS is the worst one of those, they will file BK one day when they spend all the money from secondary. ARNA is little bit a mystery, Belviq is not doing well, but ARNA has no debt and one can hope that in the distant future the pipeline will mature and bring at least one successful drug.
    May 21, 2015. 12:26 AM | 2 Likes Like |Link to Comment
  • WHZ - Paying $4.24 For $0.27 [View article]
    The author could have done better job studying the termination rules of the trust, yes, but otherwise he did a good job calculating NPV. I agree with him that to buy WHZ at this price is waste of money.

    The market is just a weird place. WHX was holding up for so long, now WHZ plummeted so much and is still overvalued. I think I am staying out of oil/gas trusts forever.

    Disclosure: losing money with ECT, but no positions in any other trust.
    May 20, 2015. 10:16 PM | 1 Like Like |Link to Comment
  • A Closer Look At Energy Transfer Partners' Distributable Cash Flow As Of 1Q 2015 [View article]
    Andrew, nice mumbo jumbo. You invested in coal?
    May 14, 2015. 11:48 PM | Likes Like |Link to Comment
  • China becoming a catalyst for Blue Nile [View news story]
    I doubt that "Key initiatives in China are paying off for Blue Nile" - this will be barely profitable, the same as US. Possibly even a money loser. Last seven years of pathetic results speak for themselves.
    May 12, 2015. 12:21 AM | Likes Like |Link to Comment
  • Big quarter for Invesco Mortgage as portfolio changes pay off [View news story]
    agreed, I am happy with the results. Increase in BV 0.55 plus dividend 0.45. The results are even more encouraging when compared to the other REITs that already reported and investors are disappointed (ARR, AGNC).

    The discount to the BV is so big that they should start repurchasing their own shares.
    May 6, 2015. 09:02 PM | 1 Like Like |Link to Comment
  • Acura Pharmaceuticals beats by $0.04, misses on revenue [View news story]
    As usual. Revenues from sales are $400K. The $5 is a one time licensing fee. The sales are very low, even though they improved compared to $42K last quarter.
    May 4, 2015. 11:18 PM | Likes Like |Link to Comment
  • Whiting Petroleum could add rigs if oil prices hit $70, CEO Volker says [View news story]
    if they can 'thrive' at 50 bucks per bbl why the heck they did a secondary at the oil bottom to save themselves?
    May 3, 2015. 11:11 PM | Likes Like |Link to Comment
  • Biodel prices $30M equity offering [View news story]
    Worst management ever. So happy I have no position here.
    Apr 15, 2015. 10:16 PM | Likes Like |Link to Comment
  • Zynga -8.2% after resuming trading [View news story]
    zynga a is going nowhere. thank you SA for reminding us how much cash they sucked out from shareholders during IPO. they will slowly spend it.
    Apr 9, 2015. 11:13 PM | 1 Like Like |Link to Comment
  • Ellington Financial book value gains 1.3% in March [View news story]
    1.3% per month * 12 months = 15.60% return on invested capital. Looks fine. It's slightly over dividend yield.
    Apr 7, 2015. 05:21 PM | 1 Like Like |Link to Comment
COMMENTS STATS
76 Comments
48 Likes