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jimmy J

jimmy J
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  • Gilead Sciences: Under $105 A Share Is A Gift [View article]
    "this sale unlikely to last long", what if the S&P 500 is headed to 1730 and biotech continues to fall out of favor, the downside over the coming months could be worth avoiding. I wouldn't short GILD but there is definitely elevated risk in this environment and the chance GILD has topped out for some time.
    Sep 3, 2015. 11:50 AM | 3 Likes Like |Link to Comment
  • Core Labs - Stable Dividend, Undervalued Shares, And Appealing Technical Outlook [View article]
    Downtrend should accelerate as PE of 21 still very overvalued for an oil service sector stock. Stock ready to descend much further to reflect changing nature of how oil sector stocks are valued in this new age. Just an opinion.
    Aug 26, 2015. 12:10 AM | 3 Likes Like |Link to Comment
  • Mobileye: A Very Compelling Short Thesis [View article]
    ChuckXX just be advised he listed some companies as competition that don't even have employees.
    Aug 19, 2015. 09:50 AM | 5 Likes Like |Link to Comment
  • Eagle Pharmaceuticals' (EGRX) CEO Scott Tarriff on Q2 2015 Results - Earnings Call Transcript [View article]
    Very impressive and volatility is what it is very early in this story, part of the game. Long and strong.
    Aug 12, 2015. 11:15 PM | Likes Like |Link to Comment
  • Eagle Pharmaceuticals: The Eagle Has Soared Too High, Too Soon [View article]
    It's best to wait on a bear market to short any stocks as AvetCap found out. Conversely it's easier to go long in a bull market. AvetCap doesn't have a track record picking shorts at least on SA and will probably hang that idea up after this disaster. As far as Israeli Redhill RDHL stick with companies with known products big markets major trends so you don't get burnt. They don't all have to be NFLX, TSLA or GILD's but stop with the unknown foreign stuff unless it's a locked in steal trap super Israeli stock like MBLY. Best to ya.
    Aug 4, 2015. 05:02 PM | Likes Like |Link to Comment
  • I Was Dead Wrong About Ambarella [View article]
    "AMBA is not at any significant technological disadvantage with MBLY, especially not after it's VisLab acquisition." Good God Jeremy on what planet do you render a 13-15 year lead in technology suddenly meaningless? I really don't get Seeking Alpha allowing such dribble, just doesn't make sense.
    Aug 1, 2015. 08:01 PM | 1 Like Like |Link to Comment
  • Gilead's Next Big Acquisition: Where Will They Expand? [View article]
    They may want to take a hard look at NantKwest before KITE as they have engineered natural ninja killer cells that take on solid tumors, can KITE do that! NK stock will be lights out if not acquired this year.
    Jul 29, 2015. 11:05 PM | Likes Like |Link to Comment
  • Is Mobileye's Run In Its Early Innings? [View article]
    Exactly, if you can't embrace ambiguity you have no business in this stock in the first place. Plus you'll never get rich either, name another stock that has more potential for the rest of this decade? Someone mentioned price of oil or new car sales, hardly any correlation to the possible success of this company. Buy it and if it goes down keep buying unless there's nuclear war on the horizon or your dumb enough to have a chap like Aristides Cap for a broker who hasn't the clue of what moat has been built over the last 13 years.
    Jul 22, 2015. 09:29 PM | Likes Like |Link to Comment
  • Ambarella buying automotive/computer vision firm for $30M [View news story]
    More likely VisLab cashed out as their so far behind, unloading the software for pocket change. Comparisons on valuation between these two companies rather meaningless, but does reinforce the growing interest and importance of this emerging industry.
    Jul 1, 2015. 08:02 PM | 4 Likes Like |Link to Comment
  • What It Means When Silicon Valley Can Buy Detroit [View article]
    Sarcastically ask Maxheadroom as he seems certain Google or Apple could just walk in and take the lead in development of software MLBY has been working on for over 10 years before Google even took an interest.
    Jun 22, 2015. 01:22 PM | Likes Like |Link to Comment
  • Mobileye - More Risk Than Opportunity Looms Following The First Public Earnings Report [View article]
    Please elaborate why your trying to compare the stock of companies not addressing the same product categories? How is their price earnings ratios even remotely comparable?
    Jun 10, 2015. 12:18 AM | Likes Like |Link to Comment
  • Mobileye +4.4%; NTSB recommends avoidance systems become standard [View news story]
    How has this one company gained what has been described "as much as a ten year lead" in this industry? The American car industry used to be the innovators, now not even Google can mount a challenge in this space.
    Jun 9, 2015. 09:08 PM | 1 Like Like |Link to Comment
  • TrueCar: A Solid Quarter Of Financial And Market Share Growth [View article]
    Consumers get a chance to see a price that they can trust is fair, how is that deceiving? I'd gladly wish to be directed to that dealer I could trust. With 30% accelerating growth the idea seems to be catching on. DS88's claim of saving $8,000 vs the $500 seems he must have been dealing with a pre-owned vehicle worth over $100,000. If not then TrueCar should hire DS88 to replace their business model.
    Jun 4, 2015. 08:27 AM | 1 Like Like |Link to Comment
  • Mobileye tumbles towards $42 as chip stocks sell off [View news story]
    What's with all the chicken little crap, are daily fluctuations really that news worthy or did Eric just step out of his high school finance class??
    Mar 27, 2015. 12:12 AM | 1 Like Like |Link to Comment
  • Bail From TrueCar Before This Lemon Gets Totaled [View article]
    encouraging view aarc, covered the short position as recent activity points to accumulation, so what's the news? will have to stay tuned but this is building some momentum currently.
    Mar 23, 2015. 03:34 PM | 1 Like Like |Link to Comment