Kenneth Franklin

Kenneth Franklin
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  • Natural Gas ETF Flaming Out vs. Oil  [View article]
    Aside from the structural differences in the ETF's, I would attribute the disparity to demand/speculation and natural gas' perceived supply shift. Oil is undoubtedly a global market, with the US's energy consumption being supplanted and exceeded by emerging markets, oil demand is rising; thus, the US now has a much smaller effect on the numerator. The natural gas market is far more regional in scope; being exposed only to low US demand combined with the shale potential has depressed prices dramatically. Though inevitably natural gas demand will rebound and shale plays will become more costly due to environmental scrutiny; the ratio will none the less stay shifted above the historic level.
    Mar 31, 2010. 07:01 PM | 1 Like Like |Link to Comment
  • Is High Beta About to Crash the Market?  [View article]
    What was the ratio at around March 2009, as I recall, small caps did substantially better than large caps, and that was the reasoning behind the belief that it was a fake rally.
    Mar 31, 2010. 04:02 AM | 2 Likes Like |Link to Comment
  • Gastar: An Intriguing Natural Gas Growth Story  [View article]
    I'd have to agree with budkow. I happen to have nothing against the breed, but from a branding perspective my initial gut reaction was to question how serious of an article it could be. I'm glad I did read it b/c it was well crafted.
    Mar 27, 2010. 05:00 AM | 1 Like Like |Link to Comment
  • Bandwidth Isn't Free, Distribution Isn't Free, So Why Should Content Be Free?  [View article]
    "because the Internet is an open platform"

    You answered your own question. If a producer wants to charge for content then don't put it on the internet. Put it on your TV network or sell DVD's in Best Buy or out of your car trunk. "But it's so easy to distribute on the internet!" You might say. Well, it is so easy precisely because of the open tenets of the internet. If those tenets are violated on wide scale, barriers to access cascade down the line and will increase dramatically; thus coagulating the medium and destroy the ease with which things are distributed.
    Mar 19, 2010. 04:38 PM | 1 Like Like |Link to Comment
  • Bright and Shiny Upside for Copper and Gold Miners, Part 2  [View article]
    I think very shortly we will see a repeat of January, with China raising rates (more than expected) and a sharp sell off in copper.
    Mar 10, 2010. 08:12 PM | Likes Like |Link to Comment
  • Today in Commodities: March Madness  [View article]
    Matt,

    Are you still as confident on Natural Gas given the amount of new supply still coming online each week, heating demand subsiding, and the threat of LNG supplies being routed to US storage??
    Mar 5, 2010. 04:29 PM | Likes Like |Link to Comment
  • Silver Wheaton Corp SLW  [View instapost]
    So would you be loading up at these levels given the near %15 two day drop?
    Jan 24, 2010. 03:13 AM | Likes Like |Link to Comment
  • Apps Beat Devices: My $160 Lesson  [View article]
    I currently use the Gyration Mouse to great effect on my PC. I too had problems connecting it to my Leopard MBP, but I also had problems with my Logitech Wave set on the MBP; so I guess if you try to use an Apple with an orange, you have a lemon.
    Jan 12, 2010. 02:45 AM | 3 Likes Like |Link to Comment
  • GE Acquisition Would Be Awful for A-Power  [View article]
    I had heard this rumor a couple times in 2009, and as with most rumors this won't be the last; it is quite a convenient way to create artificial interest. Two basic facts make this particular rumor illogical. Besides being good business for both companies, it is pretty much a requirement for foreign companies to partner with Chinese companies in order to do business in China. If GE swallowed APWR, they lose their foothold and would have to find another, lesser, (if not token) partnership. Probably the most obvious that this rumor won't materialize is that GE knows the Chinese regulators would never approve such a take over.
    Jan 12, 2010. 01:27 AM | 1 Like Like |Link to Comment
  • FDA Extreme Trades: 16 Stocks Under 5 Bucks  [View article]
    Ah yes, I see the theme. Though, they are expected to file very shortly. Some expect before the end of the quarter (a couple days), but I'm thinking more like a month.
    Jun 29, 2009. 12:21 PM | Likes Like |Link to Comment
  • FDA Extreme Trades: 16 Stocks Under 5 Bucks  [View article]
    Mike,

    While you have some good companies in this list, I think you left out one with an extremely high potential both near term and long term. APPY - Aspenbio Pharma not only has a top notch diagnostic, AppyScore, which detects appendicitis, but also a top notch management team led by Daryl Faulkner.

    Being a trained statistician, I believe this company has been far oversold given the results reported in January. Initial studies had shown AppyScore to return about a 95% NPV while the results in January came out to be about 85% NPV. Two things have been discovered since those results; when combining AppyScore with a standard white blood cell count the NPV shot back to the high 90th percentil range. Secondly, the most recent trials had a far higher percentage of subjects with only mild appendicitis which would explain the disparity in results.

    Since AppyScore would be a first in class diagnostic, there is really no other competition on the market. My rough calculations lead me to believe that it could attain peak sales of nearly $1 Billion. Would you agree with this ballpark figure?
    Jun 28, 2009. 11:46 PM | 1 Like Like |Link to Comment
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