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  • Why Investors Should Continue Betting On A Turnaround At J.C. Penney [View article]
    What is most revealing is not the article, which is fine, but how the constantly carping JCP shorts have become so silent. Short interest is still high, but the enthusiasm is no longer there. To me, this suggests there will be short covering at any opportunity, even if it is at a loss, which then makes for a nice buying base for the stock.
    Add to that, the signs that omni-channel retail is strengthening will also bolster the price and squeeze the shorts.
    Sep 12 06:40 PM | 2 Likes Like |Link to Comment
  • Isis - Addressing Some Of The Bull Arguments To My Short Thesis [View article]
    "After reading the comments on my initial article on Isis (NASDAQ:ISIS), I thought it might be interesting to try to address some of the intelligent issues raised by readers. I will try to address some of the recurring arguments below."
    Here it is more than two months later and there were no responses from the author either within this article or in a follow up. In fact, from what I see there are no other articles from Market Doc on SA.
    Are there side effects from eating your own words?
    Sep 11 07:37 PM | Likes Like |Link to Comment
  • Acadia Remains On Track With Pimavanserin Program [View article]
    That "Street" language is common for companies like ACAD that are pouring money into research and development...and the closer they get to the end target the more they need to spend. If you want strong growth in earnings, improving net income and strong operating cash flow, try GILD or any number of other companies that at one time might have been described in similar fashion to ACAD.
    Or you can wait until ACAD gets the approvals (if they do) and builds sales on its pipeline. But by then you will need to pay a lot more for the stock. No problem with that approach, but then you shouldn't be hovering over ACAD and talking it down.
    There have to be better ways to earn a buck than betting against and talking down a stock that might help people who are suffering.
    Sep 11 07:12 PM | 1 Like Like |Link to Comment
  • Yahoo Looking To 'Yahoo Recommends' To Offset Display Declines [View article]
    I am long YHOO, but if Yahoo Recommends is a funnel to paid ads, the use of the word Recommends will create a lack of credibility. No difference when you find out that an investment recommendation was a paid message.
    Sep 11 12:37 PM | 1 Like Like |Link to Comment
  • L Brands August Sale Tracker: PINK Is Driving Back-To-School Sales [View article]
    There is a discrete segment of the market, but walk through a mall, through tourist areas and other crowd-driven places and you see people wearing large name brands. Especially many among teens and 20s, having the right name is essential.
    Sep 5 08:19 AM | Likes Like |Link to Comment
  • Home Depot confirms it's investigating 'unusual' activity [View news story]
    Still waiting for facts instead of speculating.
    For example, the "some banks" that are not identified here.
    And from your previous Breaking News, "massive" without any support.
    You may be correct, but please share what you actually know.
    Sep 2 06:10 PM | 1 Like Like |Link to Comment
  • Report: Massive data breach at Home Depot [View news story]
    Any evidence that it is "massive"?
    Sep 2 02:41 PM | 1 Like Like |Link to Comment
  • Will Nike Continue Outperforming Rivals? [View article]
    Why is it that NIKE fans don't talk about the possibility that Kevin Durant will move to UA and that UA will make inroads into this important market?
    Aug 27 02:51 PM | Likes Like |Link to Comment
  • Is Under Armour Worth Considering At Its Current High Valuation? [View article]
    Nothing to say about basketball and the Kevin Durant offer??
    Not important or not supportive of your thesis?
    Aug 26 04:37 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: Despite This Year's Triumphs, Watch Out For Weaknesses - An Algorithmic Perspective [View article]
    "While Sovaldi has near-100% effectiveness, and while it is combatting a disease that causes widespread damage if left uncured..."
    I suppose you can overlook those points if you want to justify a bearish stock position, but not if you have to decide if you want to survive, which is what patients have to face. I might be more inclined to study the reasoning behind the algorithm if not for statements that are clearly out of whack with reality.
    Aug 26 11:25 AM | 2 Likes Like |Link to Comment
  • Solazyme Gains A Partner For Specialty Soap Production [View article]
    I am always surprised at how many complainers there are in many stocks, and yet they just hold on as if something is going to change. In the case of SZYM, you have a management that conducts itself in a specific manner...has done for years.
    So rather than complain about how the management conducts itself, just assume that it will continue to do so and decide what you want to do with your stock, keep it or sell it.
    If you keep it, accept the fact that unless you or someone else buys a significant interest in the company, management will continue to conduct itself as it does.
    You want transparency? You have it...perhaps not what you define as transparency, but the picture could not be clearer as to how management conducts itself.
    Decades ago I was having a nice chat with a FedEx driver who regularly stopped by my business. He explained he was moving on to another job and felt that if a person can do something about their situation, instead of complaining, they should do something about it.
    Coming back to SZYM, if you bought the stock prematurely, that's your mistake. I have made that mistake on other companies, but learning my lessons, rather than buy SZYM, I decided to wait. If I were in, and I was displeased with how management ran the company I would stop complaining, accept that it is dead money for now, sell the stock, and move on to another investment whose management was more concerned about the short term value of the stock. Then I would come back to SZYM when it was ripe...or when there was a change in management as some complainers want.
    And for those who would prefer new management, would you prefer financial engineers? Someone who would cut off the R&D and future pipeline? Someone who would raise a lot of money in order to ramp up production faster? Someone who would shave prices and future profits in order to boost immediate revenue?
    I think all of these have been suggested by one or another of the complainers.
    Aug 23 02:28 PM | 1 Like Like |Link to Comment
  • Highlights From Solazyme's Q2 2014 Conference Call [View article]
    Snake, do you have facts to support your take on the institutions being the ones who are shorting the stock? I could see how they might want to have put options in place, but actual shorting would seem to be self-defeating and counter-productive.
    On the other hand, there could be some "smart" hedge fund money on the short side, but not the same investors on the long and the short side to the tune of 18 million shorts.
    Not to mention that those shorts would still have to be covered on good news.
    And that with all the money on the short side it is conceivable that some of the writing on the short side is financed by institutions/hedge funds that are short.
    Aug 21 10:09 AM | 2 Likes Like |Link to Comment
  • Analysis Of Apple's Gross Margin Through The Past 4 iPhone Product Cycles [View article]
    ios, I don't necessarily disagree with you about Apple's supply constraints, but to my main point, in your comment you also got to my income as being a significant standard of measure.
    Gross profit margin (NYSE:GPM) is not significant in and of line and bottom line (sales and net) are significant. Wall Streeters tend to turn to GPM as a fall back position when they need to ignore the sales and net income in order to sustain their arguments.
    Also, people without a business or accounting background...some financial people and investors/traders for example...find it a lot easier to look at the relatively simple GPM factors than it is to comprehend and analyse all the other costs and complexities of running a business.
    You can run plenty of numbers through which a PLANNED or EXPECTED decrease in GPM doesn't make a long-term difference or even results in a better business and better sales and net income. (Example in the extreme: if I lower the GPM in my business for a year in order to drive out of business my main competitor who does not have as strong a balance sheet as I have, in the long run that is a good thing for my business.)
    So when a company management tells us their GPM will be lower, or such changes are part of doing business, and they have their good reasons for their position, I don't see that as a negative for the company and the stock.
    Aug 21 09:54 AM | Likes Like |Link to Comment
  • Solazyme Gains A Partner For Specialty Soap Production [View article]
    "In 2010, the company became the world's first soap maker to offer 100% RSPO Sustainable Palm Oil soap bases as a testament to its environmental stewardship."
    Is Sustainable Palm Oil what it sounds like, an alternative to SZYM's product?

    I am also wondering if this algal based product is going to be another example of a buzz-word product that the millennials must say they use...not a bad thing at all if a company can catch that wave instead of being drowned by it.
    Aug 20 12:34 PM | Likes Like |Link to Comment
  • What Tekmira Investors Are Missing [View article]
    You are right, too much of the TKMR price is based on Ebola. Hopefully for you, you opened your puts position when it was at a higher price, but someone entering today on the short side will help you, but it is extremely risky for them. You, yourself, acknowledge that this is a headline-driven never mind Ebola or investment analysis, what traders need to predict is what the next headline will be. That's not a predictable event, so someone not already in the stock might want to wait, then go opposite the next move.
    Aug 20 12:12 PM | 1 Like Like |Link to Comment