Seeking Alpha

brilliantblue99

brilliantblue99
Send Message
View as an RSS Feed
View brilliantblue99's Comments BY TICKER:
Latest  |  Highest rated
  • Orexigen Will Run: Here's Why [View article]
    That is so funny ....
    Jun 6 11:44 PM | Likes Like |Link to Comment
  • Orexigen To Rise On Very Likely FDA Nod June 11th [View article]
    Sorry ... Terrible english, i wish i can edit the post ...
    Jun 6 11:14 PM | 1 Like Like |Link to Comment
  • Orexigen To Rise On Very Likely FDA Nod June 11th [View article]
    The mere request of FDA to conduct the MACE study is an indication that approval is in the horizon. If the FDA found that this drug is not effective or has significant side effect profile, they would deny it. They didnt ! I am new to this company but bought a few shares last 2 weeks.
    As for the expected sales, i know that bupropion is know popular among doctors that it reduces weight, off label. To have it packaged as weight loss drug, and the commercialization of it would only mean higher sales. Either way, i intend to hold for the time being. If approved, see u all around 8.0, if not, well ... Back to 4.0 waiting for europe decision .... IMHO i see the risks outweighs the reward at this stage....
    Jun 6 11:12 PM | Likes Like |Link to Comment
  • Short MannKind On Afrezza Approval? [View article]
    What are you talking about? I am a breast pathologist for 15 years, i have never made or seen " a bogus" diagnosis of breast cancer. Do you really believe that pathologists" who are the ones making the diagnosis" make it up. Tell that to all the women who die of breast cancer everyday. You are utterly and absolutely ignorant !!
    May 31 12:00 PM | 1 Like Like |Link to Comment
  • Apple Earnings Preview: 15% Forward EPS/Revenue Growth Probably As Good As It Gets [View article]
    These estimates don't factor in future products, which we all know are coming soon. Do you expect an iphone user to buy a galaxy gear watch or use google wallet or a tv set made by google/samsung/amazon ? Any product made by apple will be bought by apple users in addition to what they already have, when they upgrade, they will stay in the same ecosystem. How do i know that, i am one of them. My company bought us iphone, switching from bb, i later bought 2 ipads, mac pro, mac air, an imac and spend money on ibooks and itunes tv shows, this is all in the last 2 yrs !!,
    Jan 24 07:09 PM | 4 Likes Like |Link to Comment
  • Why The Apple Bears Have Got It Wrong And Here Is The Proof [View article]
    A simple explanation is that they are within their guidance, hence, there is no reason to raise it. They learned from the last experience that WS will " sell the news" no matter whether they beat or not. If you are convinced,as i am, they will have a blowout ER, it is wise to question ? I actually expected the selloff based on their failure to raise guidance during the last week of dec.
    i learned in my short investment experience that human psychology and expectations play a major part in this buiseness.
    Jan 8 09:55 PM | 1 Like Like |Link to Comment
  • The Achilles' Heel Of Apple Is Its Recalcitrant High-Margin Policy [View article]
    Thanks for writing, i really liked your style. The conclusions, however, contradict the principle you laid out of how jobs brought the titanic from below the waves roaring. In my humble observations, Apple is a premium brand and doesn't care much about low end products, doesn't care much about market share, or product latest specs, it is all about user experience. This has worked so well in the past and is still working. Steering away from the principles you mentioned earlier is what will make this ship hit a glacier and sink. Sorry to be blunt, but following your recommendations will bring apple down. The best for apple is to stay the course and not chase the other players.
    Jan 7 11:13 PM | 2 Likes Like |Link to Comment
  • Apple cut to Sell at Standpoint over moral reasons [View news story]
    Just ignore him, u guys haven't done that before !
    Jan 6 08:41 PM | Likes Like |Link to Comment
  • Apple Can Unlock 68% More Value By Emulating Google In This Way [View article]
    TC said, and i believe the board also " we don't worry about the stock price", in other words, they don't give a damn about what WS thinks. Is this good for shareholders ? I don't think so, we all invest to make money and if Aapl doesn't support its price, investers will go elsewhere, and i believe this is whats happening. I always wonder what PR dept. do all day in apple ? Do they even have one ?
    Jan 2 11:41 AM | Likes Like |Link to Comment
  • What Matters About Apple [View article]
    IMHO, we should consider that times have changed, focusing on the present and how strong is Aapl balance sheet is wise indeed, but the tech changes really fast, we saw empires of tech companies collapse in few months, it won't take much for aapl to release a bad product or something great that consumers just dont like for it to fall hard. I am bullish but i always keep that in mind.

    With growing success, expectations also grow. Consumers regard aapl as the company with best products that always works, with that in mind, it won't take much for them to get disappointed real easy.
    Dec 25 10:35 AM | 1 Like Like |Link to Comment
  • Apple strikes iPhone deal with China Mobile, sales start on Jan. 17 [View news story]
    No one knows. I strongly believe aapl share price will be around 700 end of nxt yr
    Dec 22 07:26 PM | 6 Likes Like |Link to Comment
  • Apple's China Plans Could Provide Momentum Through $575, On The Way To $900 [View article]
    U want TC to announce what to expect so every one can have few months to copy their products ... As for the buybacks, why would anyone expect AAPL management to pump their stock while they are buying it back, cheaper is better. Let TC and Aapl engineers focus on making great products and the stock will take care of itself, patience pays
    Dec 17 02:38 AM | 1 Like Like |Link to Comment
  • Apple's China Plans Could Provide Momentum Through $575, On The Way To $900 [View article]
    I wish i can see $500 again, i really would like to add more shares
    Dec 17 02:30 AM | 1 Like Like |Link to Comment
  • Follow The Leader: Pandora's Analyst Upgrades [View article]
    Yes, ownership can go above 100% due to many shares being shorted, most are likely retail investors. Essentially millions of shares are borrowed from brokers, they have to be closed ultimately
    Dec 9 09:45 PM | 1 Like Like |Link to Comment
  • Proof That Pandora's Growth Is Over [View article]
    From the metrics i have been watching the last few months, growth month to month is decelerating, i think we should take that into consideration, i expect it to become stagnant or get negative next year. P got their 500 mil from secondary offering and underwriters will get their money soon, when all this is over, watch below ... Be patient my bearish friends
    Dec 4 11:59 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
78 Comments
89 Likes