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  • Geron: A Biotech Stock With Potential For Long-Term Gains [View article]
    I sold on Jan 27 at a tiny profit, so I went back to see what prompted that sell. It was the 20-patient dropout. The comments at that time...if I recall on a previous post of this author dismissed the dropouts. I also recall that Adam Feuerstein (spelling?) asked if the 20 dropouts bothered anyone and he was dismissed.
    You can learn more from your mistakes than from your good calls, but what I read here are comments from people who have not learned. Folks, they stopped the trial because of liver damage. What else do you need to hear?
    I lucked out on this one, but while you mull that over, I am going to look over my other biotech holdings to see if there are any warning signs that I ignored.
    "Those who ignore history are doomed to repeat it."
    Mar 12 04:52 PM | 1 Like Like |Link to Comment
  • Back To Reality: No, J.C. Penney Did Not Beat Earnings (In Fact It Has New Problems) [View article]
    DDA, the tell on this for me is that you will stop writing about JCP. Sounds like a short who has covered his short before he lost his shorts...and no longer needs to try to push the price down.
    As for the gal who no longer dates you, in your own words she is very smart.
    All kidding aside, your article is too slanted for me to accept it as credible...same as you find management's presentation too slanted to the positive side.
    I do, however, thank you for giving me pause before taking a position in JCP.
    Mar 7 09:27 AM | Likes Like |Link to Comment
  • All Signs Point To Geron's Imetelstat Being The Holy Grail Of Myeloproliferative Drugs [View article]
    What is the next important event or milestone date for Geron?
    Jan 18 10:20 AM | Likes Like |Link to Comment
  • Apple Will Drop The Firm Hammer Of Justice On Short Sellers In 2014 [View article]
    The best news in this discussion...if it is that AAPL's beta is coming down. Hopefully at some point the short-term traders will find that there is more money to be made in higher beta options vehicles and long term investors can go back to holding the stock and watching it rise instead of having to put up with the artificial movements up and down based on the arguing back and forth by short term traders with their assorted differing rationales. Sooner or later the short term traders will find better vehicles.
    Meanwhile the company just moves along without surrendering to the Icahns and mini-Icahns of the world. As a business manager, I understand that short term trading is not about business management. That being the case, hopefully the traders and financial engineers will move on before someone suggests that AAPL break up and sell off money making operations in order to "increase shareholder value" when all they really mean is "put some fast money in my pocket at which point I will move on to the next victim".
    Jan 12 05:44 PM | 2 Likes Like |Link to Comment
  • What's Behind The Swift Rise In Apple Stock? [View article]
    A couple of years ago Wall Street decided that Apple was a great trading stock, with options being the best vehicle. Before then it was an investment vehicle, with long term holders benefitting based on their recognition of a great company.
    Now that the traders have seized control of the market price...not the company, but the market does not have the same predictably as a growth stock...again, not a growth company, but a growth stock.
    This is where this insulting assessment of Apple as a value stock was brought in to play...just another false justification for shorting the stock or making money on puts.
    Tim Cook's responsibility is not to satisfy short term traders, or the Icahns of the world who think that companies are prey. His job is to run a giant company and continue it on an innovative, money-making track.
    I have less than 10% of my money in AAPL. It should be more based on the company, but it seems to me that on a trading basis the next move is going to be a downward push. I have to check this because right now it is just gut instinct, but if that is the case, I will let the stock get pushed down by traders THEN buy more. It will then get reversed by traders and I will HOLD. At some point it gets pushed down again and I buy more. And so on as long as the company demonstrates that it is operating for the sake of its customers, its employees and its long term shareholders and NOT for the short-term predators.
    As for small guys having influence, save yourself that ego trip. You are a tool of the big money people. When pronouncements are made and the story is put out there, it is done by the big money FIRST. You can follow their line and make some money doing so. People like Icahn play you like a fiddle and you go along because it makes you money. There is nothing wrong with that, in fact it is a viable trading strategy, but it is laughable to think that you are leading the trend.
    Jan 12 05:25 PM | 1 Like Like |Link to Comment
  • LabStyle Prepares To Launch All-In-One DARIO Diabetes Management Platform [View article]
    Thanks for the continuing updates.
    Is that 2.5m cash burn indicative of what will happen in the next few months as they go through ramp ups and roll outs?
    Nov 25 12:50 PM | Likes Like |Link to Comment
  • Arena's Belviq Refills Week 19 [View article]
    I don't get it...the reported performance always seems to come out BELOW whatever standard you declare is satisfactory performance.
    Which comes first? And if you allow yourself the luxury of redefining what is bullish and what is bearish, who's to say what your standards will be next time around.
    For example, "This week that percentage was about 18%. This is lower than the previous week and trending in the correct direction. I have categorized this as neutral. I would consider 15% or lower bullish now." If they hit 14%, will your standard by then be "I would consider 11% or lower bullish now."
    I realize some of this depends on the price of the stock at any point in time, but moving targets that are nothing more than opinions are too subjective to be relied upon.
    Oct 31 04:59 PM | 2 Likes Like |Link to Comment
  • Assessing Arena's Belviq Sales After 3 Months [View article]
    Spencer, you say regarding Vitio, "The post by Plain Dealer is a "Yea But..." comment."
    Are you serious? ALL of your articles on ARNA are filled with "Yea But" comments.
    Sep 11 03:33 PM | Likes Like |Link to Comment
  • A Fresh Dose Of Reality From InVivo [View article]
    The only question I have is why are you staying Neutral when Sell would seem to be more appropriate at this point in time. Do you expect the stock to hold at its current value? Your statement "at this point nothing would surprise me" does not suggest that holding on to this stock is an advisable action.
    Sep 2 05:18 PM | Likes Like |Link to Comment
  • Arena Week 11 Sales Up Big [View article]
    To those who do or don't wonder about Spencer's motivations, make sure you distinguish between the facts he gives and the opinions he builds around them. Example
    "In order to see marked upside appreciation the script numbers would need to, in my opinion, demonstrate a week over week gain of about 20% or more at this point. In contrast, a week over week gain of less than 8% would be perceived as a negative.
    · Weekly IMS numbers show 18% improvement week over week"
    Too much "analysis" is based on this "high jump approach". If a height is cleared, then we raise the bar, and even if the athlete sets a world record, if he doesn't clear our next height he is a failure. Fortunately in the real world people are more objective...but then they don't have money riding on someone, or some company, failing, and redefining positive facts as negative opinions.
    Unlike Spencer, who obsesses on a stock that he claims is only 5% of his portfolio, ARNA is about 4% of my portfolio, so I will move on to the other 96%, plus my life beyond investing.
    Have a great holiday weekend.
    Aug 30 06:46 PM | 6 Likes Like |Link to Comment
  • Deeper Research: Belviq + Phentermine Equals What? [View instapost]
    It's nice to have an alternative to Osborne, who is obsessed about a stock he claims represents just 5% of his portfolio and is the most negative long I have ever read. Even good news comes with downer qualifications.
    Hopefully other objective pros and cons will join in here.
    Aug 30 06:22 PM | Likes Like |Link to Comment
  • Arena Revises SEC Filing On APD811 [View article]
    Spencer, since August 1, 2013 you list 23 articles on Vivus, Orexigen and Arena...all basically related to Arena, if not exclusively on Arena.
    Not as bad as ARNA management's oversight yesterday, but not exactly an accurate portrayal of your own activity unless you want us to believe that Vivus, Orexigen and Arena are not somehow related to each other as investment options.
    In addition, you (or SA) lists only five articles by you on on unrelated subjects since August 1. So Arena, which you state constitutes 5% of your holdings, devours 82% your writing…not to mention the hours you spend responding to questions and criticisms.
    I think that a time management expert would suggest that you sell your long position and find something more productive to do with your time. Likewise, most other longs would probably agree that you would help the stock, and your own investment, if you stopped writing about it.
    And yet, you continue...
    Aug 29 06:17 PM | 5 Likes Like |Link to Comment
  • Arena Revises SEC Filing On APD811 [View article]
    My take is that the shorts...including those who claim they are longs...appear to be much better at manipulating the price of ARNA than is the company management. If that is what is going on here, then these people are despicable.
    However, the other possibility is that company management does not believe in their products as much as they claim to be.
    So...I have a long position in ARNA and see this as a buying opportunity...but I think I will just sit on what I have for the time being and hope that management is doing a better job developing product than they are at developing stock value.
    And Spencer, as I go back to the rest of my life, I guess the one thing that stretches my credulity is why someone, long or short, would spend so much time on this one stock? Without that explanation there is something missing from the thousands of words that are pumped out on a daily basis, that something being credibility.
    Aug 29 10:28 AM | 12 Likes Like |Link to Comment
  • A Sale Or Joint Venture Of RadioShack De Mexico Might Be In The Cards [View article]
    I am neither long nor short RSH. I got burned believing in the JCP story, but I also recognize that the new RSH management is a lot more retail-savvy than Ron Johnson was.
    But I really am tired of people who put so much time and effort into knocking down a stock and then try to tell me they are not short the stock.
    If they were professors teaching a college course I could buy that explanation...otherwise it brings into question everything and anything they have to say.
    On the other hand, a short who tells me he or she is short is someone with whom I may or may not agree, but who I can at least trust.
    Aug 28 09:19 PM | 1 Like Like |Link to Comment
  • ECOtality: Simply A Great Investment [View article]
    YesterdaysNews, above, gave us this:

    That first, Honda, article goes back to February. Was there anything from the company, an explanation, a rebuttal, we are addressing the problem, etc.?
    I repeat from my first comment, I dabbled in ECTY then backed away. I was not aware of the problems with the chargers, which came later than the rollout news, but I was aware that this company was not forthcoming with information about the slowness of the rollout of charging stations and couldn't be trusted to be forthcoming on other issues.
    To those who want to deny there was information out there, I can only say that you are doomed to repeat history with other companies where information is out there, but not from the company.
    Another warning: somewhere, I think on another article about ECTY, the author discussed the danger of relying on a company that is so heavy reliant on government funding. I would add, and on government connections. ECTY is not the only small company in this position, so if you have a holding in any others, be very wary. It is one thing for big investment houses to trade seats with the SEC, but a small company can be dropped like a rock in a moment.
    Once burned, twice warned.
    Aug 14 09:07 AM | Likes Like |Link to Comment