Bill Swiggart

Bill Swiggart
Send Message
View as an RSS Feed
  • Global-Tech Advanced Innovations: An Extraordinary Arbitrage Speculation With 57% Upside To Go  [View article]
    $8.85/sh. private buyout announced today. Nice call Mr. Greulich!
    Dec 7, 2015. 12:28 PM | Likes Like |Link to Comment
  • Microchip Technology Incorporated (MCHP) Q1 2016 Results - Earnings Call Webcast  [View article]
    6 PM ET today, not AM.
    Aug 3, 2015. 10:38 AM | Likes Like |Link to Comment
  • SEC: KKR Misallocated 'Broken Deal' Costs  [View article]
    This story came out in June, and where are you getting a $60M fine? According to, the fine was $30M, de minimis given company size.
    Jul 15, 2015. 04:49 PM | Likes Like |Link to Comment
  • Acadia Pharma's Nuplazid improves psychosis in Parkinson's patients  [View news story]
    Presentations to the PD Congress June 14th-18th:

    "Long-term effectiveness of NUPLAZID™ (pimavanserin) in PD psychosis: Data from 2 open-label studies
    S. Isaacson, J.P. Azulay, J. Ferreira, D. Kreitzman, T.V. Ilic, K. Chi-Burris, H. Williams, R. Mills (Boca Raton, FL, USA)"


    "Efficacy and tolerability of NUPLAZID™ (pimavanserin) in PD psychosis: Analysis of an integrated phase 3 placebo` controlled dataset
    R. Mills, J.H. Friedman, W. Ondo, R. Pahwa, K. Black, K. Chi-Burris, H. Williams (San Diego, CA, USA)"

    Probably the data hadn't presented this way before.
    Jun 16, 2015. 02:15 PM | 4 Likes Like |Link to Comment
  • The Math Could Get Weird, But Intercept Pharmaceuticals Looks Too Cheap  [View article]
    Nice analysis, but if one lowers the estimates for likelihood of success of the Phase 3 human trial to where I think they are, the current price of the stock is actually high.
    May 21, 2015. 12:55 PM | 2 Likes Like |Link to Comment
  • Why A Stock Market Crash May Once Again Be Inevitable  [View article]
    Yeah, banks are now way over regulated. I thought the recent news was telling that the first new U.S. bank had just opened since the passage of the Dodd Frank law--an Amish bank with a single branch, and I heard it on NPR! If you wanted to add a financial, I would recommend private equity.
    May 19, 2015. 09:04 AM | Likes Like |Link to Comment
  • Why A Stock Market Crash May Once Again Be Inevitable  [View article]
    The headline is both internally and externally inconsistent. First, either a crash is 'inevitable' or it isn't--no 'may' about it. Second, if a crash is inevitable now, it was inevitable before. Third, anyone can say with 100% certainty today that some sort of crash IS inevitable er...eventually. Just look at any graph of the stock market averages for the past 100 years. Timing the inevitable crash though, that is the challenge!
    May 15, 2015. 02:07 PM | Likes Like |Link to Comment
  • Why A Stock Market Crash May Once Again Be Inevitable  [View article]
    When the markets are high, as now, there is a tendency to look over one's shoulder nervously. However, the only fundamental investors that lost in these recent crashes were those that panicked and sold. Those that stayed the course and held made out handsomely despite their lack of market timing. That was always Benjamin Graham's point, as well as that of his follower Buffett. I've no doubt that more erstwhile investors turned speculators have lost money buying 'portfolio insurance' than have saved themselves from losses.
    May 13, 2015. 12:12 PM | 3 Likes Like |Link to Comment
  • EQT Midstream Partners Still Forecasts High Distribution Growth Despite Uncertain Energy Prices  [View article]
    Any thoughts on the pending IPO of EQT GP Holdings, LP? I'm having difficulty finding the upside opportunities in the prospectus, or to translate projected $0.36 in annual distributions per unit for 2015-2016 to a stock pricing range of $21-$24. Thanks in advance.
    May 6, 2015. 03:21 PM | Likes Like |Link to Comment
  • Acadia Pharmaceuticals Entering An Uncertain Period  [View article]
    I would have liked to hear one of the analysts in yesterday's call ask Davis, who was the CFO, how the delay would likely affect ACAD's burn rate, and whether he anticipated any need to raise further capital prior to the now delayed launch.
    Mar 12, 2015. 03:13 PM | 3 Likes Like |Link to Comment
  • U.S. Economy: This Was Not Supposed To Happen  [View article]
    Huge federal deficits = unrelenting fiscal stimulus. See The economy's continued sluggishness completely disproves the Keynesians. The only bright spot has been the decline of unemployment at the beginning of 2014, which started immediately when the feds stopped paying people for being unemployed.

    The state and local governments argument is a very old canard. In fact they balanced their budgets, and thus their fiscal policies were merely neutral.
    Feb 27, 2015. 10:47 AM | 1 Like Like |Link to Comment
  • U.S. Economy: This Was Not Supposed To Happen  [View article]
    The Austrians offer the best explanation for the economy's continued sluggishness in response to unrelenting Keynesian fiscal stimuli post-2008 IMO.
    Feb 26, 2015. 02:12 PM | 2 Likes Like |Link to Comment
  • Cheap Oil Is Good News For Dogs Of The Dow  [View article]
    I would agree as to positive correlation from 2000-2011. However, it seems to me evident from your chart that thereafter, the two indices became decoupled as the effects of US shale oil boom exerted supply driven downward pressure on oil prices--independent of any prior demand driven pressure whereby oil prices followed changes in overall economic activity. Thus, in the near term I'm not sure how much of a guide oil prices can be to your Dogs of the Dow approach. That said, I'm considering moving more into large cap stocks, though I'd avoid Pfizer and Merck, which are facing their own patent cliffs at the moment.
    Feb 26, 2015. 10:31 AM | Likes Like |Link to Comment
  • Cheap Oil Is Good News For Dogs Of The Dow  [View article]
    As to your strategy table in the middle of piece, why should selecting Dogs for investment by their per share price, which is arbitrary, have any effect on returns?
    Feb 26, 2015. 09:57 AM | Likes Like |Link to Comment
  • Did Apple Bully GT Advanced Technologies?  [View article]
    You neglected to mention that $150m of the $450m in sapphire equipment is now effectively GT's, as Apple agreed to subordinate that much to enable GT to secure DIP financing. That financing, plus complete relief from the burden of paying anything back to Apple other than through sales of the remaining $300m of equipment, will enable GT, IMO, eventually to make a full recovery and exit from c. 11 bankruptcy without further damage to its common stockholders.

    As to the question posed by the article, the Squiller affidavit should be required reading for any company so foolish as to contemplate signing on as a new Apple supplier.
    Nov 13, 2014. 10:05 AM | 1 Like Like |Link to Comment