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  • Neuralstem NSI-189 Abstract Teases At Potential Greatness [View article]
    I just sold out of CUR. I don't trust this management and am concerned that the people who are long it are ignoring too many warning signs.
    Two June presentations and crickets coming out of both. The sense I get is that management is milking these results for all they are worth, with multiple announcements of the same basic results.
    And what's next? We have been told NSI-189 was going to be sold OR the company might proceed on their own.
    And there's that $100 million shelf offering hovering over us, which we are assured has no significance.
    Given the short-term risk that an offering at a discount from market will be made I would just as soon give up the less likely short-term reward.
    I truly hope I am wrong and that the true believers are right, but it just seems like the past few weeks have been an effort to pump up the stock and/or NSI-189 so that they will find a buyer...or that a stock offering can be made.
    Jun 25 10:08 AM | Likes Like |Link to Comment
  • Starbucks Tries To Increase Same Store Sales [View article]
    SBUX is overvalued relative to other companies in its space, but it is a better company with better products and a better loyalty program. You get what you pay for.
    Jun 24 05:36 PM | Likes Like |Link to Comment
  • J.C. Penney Draws The Last Arrow In The Quiver [View article]
    Raven, I agree with everyone here that the borrowing was a positive step and that they were able to get it was a positive sign.
    The only thing I would add is that fortunately for all the customers and employees JCP management does not have the weak stomach that you have. If you were short the stock--which you say you aren't--I would at least give you credit for desperately trying to twist good news into bad, but as it is, not being able to see any other possible arrows reflects on your ability to see beyond the latest borrowing, which they would not have been able to negotiate a year ago when the short sellers and other vultures were ready to pounce.
    Thanks for moving me off of the fence and onto the buy side.
    Jun 24 05:16 PM | 3 Likes Like |Link to Comment
  • I'm Still Baffled By Splunk's Valuation - No Profitability In Sight [View article]
    And yet, it is up 25% since I bought it, while the S&P 500 has been relatively flat. If nothing else, I will not buy more on weakness, which was my original plan (mainly because there was no weakness since I bought it) and I will keep a close eye on it--which might be good advice for short sellers as well.
    In that regard, I see that it did get back above its (admittedly declining) 50 day SMA the other day, and it is under accumulation. But no doubt the analysts will set the bar too high and the short sellers will put up a number they know can't be met, which means getting out of the stock at the very latest before its c. August 25 earnings report.
    Jun 24 04:50 PM | 1 Like Like |Link to Comment
  • Do Not Miss Out On Synaptics' Growth Story [View article]
    Brendon, when you say "They're exercising options that don't expire until 2016 or 2018" doesn't that mean they are BUYING stock with those options?
    Jun 24 01:31 PM | Likes Like |Link to Comment
  • PURE Bioscience: Patience Is Beginning To Pay Off [View article]
    Bertrand, do you have any information on the patent time?
    Berger, in an analysis by Grant Zeng he states that management is not taking any cash compensation.
    Most important to me, based on the responses, there seem to be no objections to the product, the management expertise or the current business strategy.
    That in itself is a rarity when it comes to SA comments.
    Jun 13 07:42 PM | 1 Like Like |Link to Comment
  • FDA Delays Decision On Orexigen Anti-Obesity Drug - What This Means To The Stock [View article]
    After reading through the comments here, and factoring out those that were obvious efforts to push the stock up or down it seemed to me that there wasn't much factual support for the arguments of the shorts...more alarmist. But it did prompt me to go back and track the history of ARNA and VIVUS leading up to their approvals. On that basis I made my initial investment in OREX, in part because I expect at least a slight rebound as the next move, and then a trend up if not now then in a month or two.
    We shall see...
    Jun 11 04:22 PM | 4 Likes Like |Link to Comment
  • Advaxis Mirrors Imclone Systems Prior To Acquisition [View article]
    ADXS met with the FDA 6/ there an idea of when the FDA would give them the yay, nay or more info needed to move to Phase III for ADXS-HPV?
    Jun 11 11:40 AM | 1 Like Like |Link to Comment
  • Merck's Acquisition Of Idenix Pharmaceuticals Is An Admission Of Inferiority To Sovaldi Regimens [View article]
    But what if the Merck Idix mix does work??
    (I am long GILD and stayed with it after the Merck deal on the admittedly uninformed assumption that GILD will still hold a substantial share of the market; thus the question.)
    Jun 10 09:16 PM | 1 Like Like |Link to Comment
  • Neuralstem NSI-189 Abstract Teases At Potential Greatness [View article]
    Thanks, all, for your responses. I did a little digging and see that the Jan fund raising was done near the market value at the time and was followed by positive reports and a nice rise in the stock. My concern was one of these big, 20% below market offerings that take the steam out of too many stocks after a healthy rise.
    May 31 10:15 AM | Likes Like |Link to Comment
  • Neuralstem NSI-189 Abstract Teases At Potential Greatness [View article]
    Pardon my not doing the DD myself, but what are the chances that we will see a CUR stock offering soon?
    While CUR wants to bring in cash from 189, what if they can't?
    (I would like to be long CUR, have been in the past, but have seen some small bios that have come out after good news with a sudden dilutive stock offering, thus the question.)
    Thanks for any input.
    May 30 01:02 PM | Likes Like |Link to Comment
  • J.C. Penney: Why A Turnaround Could Be Worth Less Than $8.50 [View article]
    1. You do not expect JCP to reach the 17+ billion levels of 2010, 2011 and 2012 (without even adjusting for inflation).
    2. You are telling us the turnaround is worth $8.50...when the stock is already above that with no end of improving numbers in sight.
    I am neutral on JCP at the moment, but based on your analysis and the possibility it is influenced by your position, I would be a buyer rather than a seller.
    May 21 03:43 PM | 3 Likes Like |Link to Comment
  • 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