Seeking Alpha

candooman

candooman
Send Message
View as an RSS Feed
View candooman's Comments BY TICKER:
Latest  |  Highest rated
  • Agenus Offers An Investment Opportunity [View article]
    "Agenus announced that a recent analysis from a Phase 2 trial in patients with newly diagnosed glioblastoma multiforme treated with Prophage Series G-100 in combination with the current standard of care showed an almost 18 month median progression free survival, which represents a 160% increase versus current standard of care alone."

    Any thoughts on today's above announcement?
    Sep 17 06:32 PM | Likes Like |Link to Comment
  • Sirius XM To Launch Low Cost Subscription [View article]
    I flew Jetblue last week and it had SiriusXM available, no charge.
    Sep 13 05:23 PM | 1 Like Like |Link to Comment
  • A Fresh Dose Of Reality From InVivo [View article]
    Thanks Jason. Very balanced article as well as responses to comments. After I sold my holdings last July 31 after it tanked and I lost half of my gains, I was poised to buy again but unsure if there was any significant event coming that I did not know. I am now glad I stayed out.

    NVIV has a very promising product but there is too much time/risks between now and when trial results for the first 3 patients can come out. Meanwhile, NVIV could lose some of their key people. Without other products in the pipeline, they may have to raise dilutive financing next year. The sequential trials is hard financially on start-ups.
    Aug 27 05:05 PM | Likes Like |Link to Comment
  • Sirius XM: Service Lane? Yeah, It's A Big Deal [View article]
    First indication of the impact of this program is at the end of 3rd qtr (too soon?) or the end of 4th qtr (more reasonable expectation). It may be hard to distinguish with the other used vehicle program unless SIRI has this category separately identified. Until then, it is really hard for investors to place a value on this SIRI move, hence, the absence of share price movement.
    Aug 26 12:59 PM | Likes Like |Link to Comment
  • Sirius XM: Worried? Don't Be [View article]
    Let me add my take on this. Going back to the early 80's there was a big battle going on with office software -- for creating documents, spreadsheets, presentations, etc. Remember HARVARD PRESENTATION, WORDSTAR, etc (my apologies for my mental block recalling the names of the competing companies)? Microsoft beat them all by combining Word, Excel and Power Point into MS OFFICE and in but a few years they demolished the competition. Then they added Outlook, Access, Publisher, etc and really shut out the competition.

    I see a possible parallel beginning here on a smaller scale. By combining Sirius XM service with OnStar features, SIRI will be able to convince more new customers to subscribe and for those who may want to drop the service to stay put. Depending on how SIRI bundles these two services (SIRIXM & Agero) there should be faster growth in subscribers and much lower churn. No other company offering radio services on autos can meet this combination. GM is already feeling the heat with this coming competition to their lucrative monopoly OnStar service. This is an area of concern and need to be watched to see how it develops -- friendly or adversarial.
    Aug 23 10:42 AM | 1 Like Like |Link to Comment
  • Advanced Cell Technology's CEO Discusses Q2 2013 Results - Earnings Call Transcript [View article]
    Stock price is even a bit lower today in-spite of the "good results" discussed yesterday at the conference call. Could this be a case of the public waiting for the SEC announcement of the penalty it is going to impose on ACTC? Could it be that the stock price is so low the public is suspicious and hence, very hesitant to dive in? Hard to say. We will just have to wait for the October meeting or the SEC announcement, whichever comes first.
    Aug 8 01:50 PM | Likes Like |Link to Comment
  • Sirius XM: It's Time To Move Above $3.84 [View article]
    Thanks SF for another encouraging - hang in there baby, you are in the right track - article. Tracking the growth drivers for a higher stock prices such as new auto sales volume, used car subscriber volume, what the competition is doing and innovations in the company tells me $4.25 will be reached with in 5 months and more likely will be at $4.50 by year end.

    I see a steady growth slope for SIRI with the kind of slow growth economy we have. New jobs will continue to grow albeit, mostly low paying jobs. Until we see high paying job creation incentives such as lower taxes and less of our government's meddling, I do not see that slow growth rate changing. For SIRI's growth - and the economy for that matter - to escalate will require a pro business President and Senate. We might see the latter change in 2014... maybe. Until then, SIRI's stock price ceiling may not go much higher than $5 in 2014. We just have to stay the course and enjoy the slow and steady ride up.
    Aug 7 10:33 AM | 3 Likes Like |Link to Comment
  • Why Speculative Investors Can't Ignore Advanced Cell Technology [View article]
    There is an medical/research event in October (can't remember the name) where they will be presenting their trial results. Management is being extra careful not to release any statement that can be taken by the SEC as hyping the stock. Hence, they make none. Can't even have a shareholder meeting that my result i a news leak..... besides wanting to conserve cash by avoiding the cost of a meeting. I am speculating.
    Aug 2 03:08 PM | Likes Like |Link to Comment
  • Why Speculative Investors Can't Ignore Advanced Cell Technology [View article]
    I do not want to be over optimistic here but come October, the results of the latest trials, approved in last month will be released in a public forum. It should confirm the great results of going from 20/400 to 20/40. Should this happen, the stock should go holy bananas!

    I would like to ask these questions --

    When is the company going to hold the yearly shareholder's meeting? Is this in October?

    The shareholder authorization to do a reverse split was allowed to lapse last Dec 31, 2012. Will there be another shareholder vote to re-authorize a reverse split? There has been no company announcement on this. Why? Is it because, with great result announcement anticipated in October, ACTC stock will go so high a reverse split will no longer be necessary? Will the stock price be so high at that time all NASDAQ listing requirements will be met?

    Anyone has an opinion on this?
    Aug 2 02:04 PM | 1 Like Like |Link to Comment
  • Lightbridge Offers 200% ROI [View article]
    A bit of side news. Bill Gate's small scale reactor that will lasts 60 years without refueling will, per his words on 60 minutes last night, be ready in 2027. I will long be dead by then.
    Jul 29 03:26 PM | 1 Like Like |Link to Comment
  • Sirius XM: Goldman Sachs' $4.25 Target Arrives On The Late Bus [View article]
    siriusenough2012, like you I had pushed my friends and siblings to buy SIRI since late 2009 after paying off a coming due loan and free cash flow rise was accelerating.. Mel Karma gained my confidence that he was making the right moves, moving the company further and further away from BK. I was sharing my good fortune (buying at 0.12, 0.28, etc., up to the 0.60's, k's of shares) with friends who would listen. Few did, unfortunately for them. It was a struggle trying to do good for people close to me. Well, I am still holding mine, just selling a few shares to buy a car and help tuition for my kid. Many thanks to SteveF for his great articles!
    Jul 12 09:51 AM | 4 Likes Like |Link to Comment
  • Sirius XM: Is There Value In 'I Told You So'? [View article]
    I thought it was ridiculous for the stock to go down without a change in fundamentals. I already have a very large SIRI holding and I am long and had no plans to add more. But the fall was too big and too hard to resist so I placed a small order for $3.06 GTC. Missed it the first day but got executed on the following day.

    I listen to you SF. Many many thanks for your great articles.
    Jun 28 09:49 AM | 1 Like Like |Link to Comment
  • Liberty Media Is Sirius About Time Warner [View article]
    .... as long as we LONGs make a killing as well this is fine with me.
    Jun 17 09:22 AM | 1 Like Like |Link to Comment
  • Sirius XM Has Bottomed [View article]
    SF, I had an idea and I would like to see what you think of it.

    My idea is, Apple buys SIRI, with Malone's consent. Apple is to use SIRI to spread IRadio worldwide via the internet. Apple would capitalizing on the worldwide ubiquity of their iPhones and iPads and their cash reserves. Using both the subscription model of SIRI and the advertisement model of the competition, they achieve market dominance in a very short time. Apple will utilize what SIRI has set up today - the music, the talk, business, sports, etc., programs and make it available around the world. With a little more programming for regional consumption, the service would be used by millions of people worldwide.

    What do you think?
    Jun 7 06:03 PM | Likes Like |Link to Comment
  • Sirius XM Already Peaked [View article]
    Buying SIRI is the only way for any company (i.e., Apple or Google) to get Satellite Spectrum. Apple has the money and can make a business model that blends the quality of SIRI programming to Apple's products. Apple can expand the SIRI programs worldwide via iphones and ipads without adding any satellites (outside North America it will be via internet). Using the internet, Apple avoids regulatory hurdles like with the EU which as everyone knows, will be a nightmare. Using the existing internet infrastructure avoids the expense, delays, complications and risks of launching additional satellites.

    With all the competition, monopoly is not an issue. The big question is, will Malone be willing to sell or merge?
    Jun 5 11:38 AM | Likes Like |Link to Comment
COMMENTS STATS
282 Comments
450 Likes