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  • JAKKS Pacific: Profit From The Coming Retail Boom  [View article]
    Nice article. The insider story gets a lot more interesting when you discover that the insider is Patrick Soon-Shiong, the man who developed Abraxane and sold it to Celegene for $2.7 billion. He is, in effect, California Capital. He's a director at JAKK and his new venture, NantOmics, is providing tech for JAKK's Dream Play toys, among many other potential applications. Here's a quick take on Bloomberg:

    http://bloom.bg/103bG19
    Apr 18, 2013. 11:46 PM | Likes Like |Link to Comment
  • Why Sarepta Is A Good Buy With Or Without Accelerated Approval  [View article]
    I don't mean to disparage the company; I didn't even know about it until you mentioned it. However, I've been in two different sub-dollar stocks and it has not turned out well (not in pharma). GALE certainly is risky, but that's why I bought longer-duration calls, not the stock. That said, I'm putting GNBT on my watch list :)
    Apr 18, 2013. 11:28 PM | Likes Like |Link to Comment
  • Why Sarepta Is A Good Buy With Or Without Accelerated Approval  [View article]
    GNBT? Maybe when it gets up to 10 cents a share.
    Apr 18, 2013. 11:06 PM | Likes Like |Link to Comment
  • Shopping For Bargains  [View article]
    I had a Warren Buffet moment yesterday and bought more shares in Apple. There is way too much value in this company to get shaken out by all of the noise and negativity. In fact, I would say it's the position I'm least concerned about right now.
    Apr 18, 2013. 11:26 AM | Likes Like |Link to Comment
  • Why Sarepta Is A Good Buy With Or Without Accelerated Approval  [View article]
    Yes, investing in this company is especially rewarding given how terrible DMD is. BTW I am also long on GALE.
    Apr 17, 2013. 07:58 PM | 2 Likes Like |Link to Comment
  • Investors Are Missing Apple's China Opportunity  [View article]
    This is a Warren Buffett moment for longs and would be buyers. Don't get shaken by all the trash talk and noise.
    Apr 17, 2013. 05:33 PM | 4 Likes Like |Link to Comment
  • Sarepta Vs Glaxo In The Race To Treat Muscular Dystrophy  [View article]
    Not only did SRPT stay above it's moving averages, it did so in the face of a very tough day. Bought more after hours on Monday and yesterday.
    Apr 17, 2013. 05:27 PM | Likes Like |Link to Comment
  • Why Sarepta Is A Good Buy With Or Without Accelerated Approval  [View article]
    Up nearly 3% on a dreadful day for stocks.Carpe Diem.
    Apr 17, 2013. 01:14 PM | 2 Likes Like |Link to Comment
  • Shopping For Bargains  [View article]
    My wife bought COP on Monday, and i bought it yesterday. I consider it a safe play because, whatever happens, she can't say "what were you thinking" lol. On AAPL though, I'm on my own...
    Apr 17, 2013. 12:29 PM | Likes Like |Link to Comment
  • Sarepta Vs Glaxo In The Race To Treat Muscular Dystrophy  [View article]
    The FDA does not extend accelerated approval easily, and would likely not respond well to any characterization that AA is a slam dunk. They are obligated to perform their due diligence just as Sarepta is obligated to support their request. That Sarepta is trading up more than 2% in an otherwise dismal market today offers some indication that investors understand this.
    Apr 17, 2013. 10:43 AM | 1 Like Like |Link to Comment
  • Himax Technologies: The Short Case  [View article]
    Investing in the stocks of companies like HIMX is speculative by definition. And the more speculative the investment, the less insightful attempts at valuation are. DM, your article is well written and reasoned, but doesn't speak to the main question: "is HIMX positioned to become a game changer". If it is, who cares what it's EV/EBIDTA last year was.
    Apr 11, 2013. 11:26 PM | Likes Like |Link to Comment
  • Color Me Skeptical  [View article]
    The market is starting to look like a field of tulips, if you catch my drift...
    Apr 10, 2013. 05:19 PM | Likes Like |Link to Comment
  • Las Vegas Sands: Moving Up On Macau  [View article]
    Thanks for that, cp757. Opened a position today.
    Apr 10, 2013. 05:08 PM | Likes Like |Link to Comment
  • Las Vegas Sands: Moving Up On Macau  [View article]
    WYNN looks pretty good here too. In fact, the charts and ratings reports I've looked at pretty close. Any opinions here on the comparison?
    Apr 9, 2013. 09:19 PM | Likes Like |Link to Comment
  • Apple Has Become The Most Underrated Stock  [View article]
    At this valuation I'd put my grandma's money in it. Bought more today.
    Apr 9, 2013. 01:47 PM | 10 Likes Like |Link to Comment
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