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  • Prospect sets stable payout for January [View news story]
    Wasn't it for the whole September quarter instead of only for a month?
    Sep 24, 2014. 09:56 AM | Likes Like |Link to Comment
  • Dark Clouds Gather Around CombiMatrix [View article]
    The adoption process can make a person cynical. It wore us down. We didn't have the heart to continue it and were getting too old anyhow. Cudos to anyone who sticks it out and makes it happen. When a person adopts they've made a very deliberate choice that they've had to take a lot of action on over a long period of time and therefore often make very good parents.
    Sep 3, 2014. 08:07 AM | 2 Likes Like |Link to Comment
  • Why Will This New Net Lease REIT Be A Game Changer? [View article]
    Thanks for introducing this company to us, Brad. You say it's more a "bank than a reit". Could it be moving into areas that BDCs typically operate?
    Sep 3, 2014. 08:00 AM | 1 Like Like |Link to Comment
  • Dark Clouds Gather Around CombiMatrix [View article]
    You make good points. I admit I bought this stock more on emotion than analysis due to the inability of my own family to conceive. I thought if the company's CMA testing had been available a few years ago things might have been different. I still hope they make it but if not then I hope some other company will take up the technology so that others might be helped.

    I found the May '14 Orange County Register report on the lawsuit progress. The court has ruled for all of the plaintiff's motions and over-ruled all of the defense motions. It looks like Peyton Manning picking apart the Dallas secondary. The fact that the state of CA stands to gain may possibly tilt the scales some.

    I'm selling out for a little loss but I'll stay tuned. Thanks for your thorough analysis.
    Sep 2, 2014. 11:28 AM | 2 Likes Like |Link to Comment
  • Dark Clouds Gather Around CombiMatrix [View article]
    I agree. Another thing is that the author paints a worse-case scenario on the suit. The 75 mil is the maximum. Even if they lose they might not be held for 75 but a much lower amount and wouldn't the liability for that be more likely spread out among the three defendants? Then there's the appellate process. It's been flipped by the courts once so it likely will again regardless of the next outcome. An eventual settlement for a much lower amount further down the road seems more likely whether they win the next round or not.
    Aug 29, 2014. 12:04 PM | 1 Like Like |Link to Comment
  • Dark Clouds Gather Around CombiMatrix [View article]
    Goldman Sachs bought in lately and after the most recent public news about the lawsuit. Admittedly it's not a large stake but why would an astute outfit such as GS throw money away?
    Aug 29, 2014. 09:59 AM | 1 Like Like |Link to Comment
  • My Top 10 Stock Valuation Ratios And How To Use Them [View article]
    Thanks for the article. Some of the best instruction I've seen for valuing a stock. Being a non-accountant it will take me several readings to understand. I'll bookmark it and come back to it again and again. I particularly like the EV/EBIT ratio discussion.
    May 26, 2014. 10:13 AM | 3 Likes Like |Link to Comment
  • SandRidge Energy: Hidden Value & Growth Are Underestimated [View article]
    CandaceP, would you please comment on the following quote taken from someone on the "newsok" site. This is from a forum on the earthquake issue on 4/8/14.

    Adam Wilmoth 10:12 a.m. "Oklahoma has more than 10,000 injection wells throughout the state. Injection wells have been active in the state since before statehood. While injection volumes have ramped up over the past few years, operators are still injecting less water now than they did in the 1980s or 1930s."

    I believe I've read elsewhere that you are a PE and if so then you are certainly very knowledgeable. I respect your opinion though it seems many other experts in the field do not share your view on SWD.
    Apr 26, 2014. 11:20 AM | Likes Like |Link to Comment
  • 2 Small Caps That Could Be On The Move Today [View article]
    RS, Thanks for your article. I'm long APPY for some time and believe in the product however I have a question to ask that I haven't found the answer to anywhere else. That is that although the Appyscore1 is promoted as a way to "save expense" I wonder if the hospitals will consider that saving money for their clients to be a good thing for themselves. The question is why would a hospital use the Appyscore1 when they make so much more money using the MRI?
    Apr 1, 2014. 08:18 AM | Likes Like |Link to Comment
  • Halcon Resources: Will The Tuscaloosa Marine Shale Be The Final Nail In The Coffin? [View article]
    I thought of Tuscany when I read where he said,

    "Those folks who have been following me since late 2012, know that I have never bought or recommended any speculative play or any hype".

    He must be making an exception for that one at least. He writes very well but I'm beginning to think he has an irrational hate-on for Halcon.
    Mar 21, 2014. 11:00 AM | 14 Likes Like |Link to Comment
  • Venaxis: Buy On The Rumor, Sell On The News... Buy On The Sell-Off? [View article]
    I agree with your analysis, Dan. I would add that I think the fact that Venaxis only has the one product may be holding down the stock some but I think approval is more likely than not. There's a lot riding on approval with nothing else in the pipeline. But I like this management and think they have conducted this process with great care and skill as though they were walking the highwire without a net. The EU approval was a major testament to how they've handled this.

    I've listened to Lundy's presentations at the last two conferences. He makes excellent points for how the Appy1 fits into the diagnostic scheme. By having a very high success rate of predicting who is at low risk for the ailment it allows the ER to more closely consider other possibilities while holding the ct scan as a last resort.

    Lundy, at the latest Bio Showcase in S.F., also mentions something I hadn't heard before and it is important considering the concern some investors have for the lack of a pipeline. He said that after Appy1 is approved that he would like for the company to sell other products of a diagnostic nature. He said something to the effect that Venaxis would like to become a vendor for many products. It's probably too early to speculate what that could lead to but it would indicate that Lundy sees the value in using the sales venue established for the Appy test for other products that would build the company.
    Feb 6, 2014. 09:21 AM | Likes Like |Link to Comment
  • Imminent Catalysts Should Keep Investor Interest Strong For Venaxis In 2014 [View article]
    Thanks for your comprehensive article. I believe Lundy, in a conference this fall, warned investors not to expect much out of Europe until launch in the US. Sales in Europe are primarily from partners stocking the product. He didn't think sales there would amount to much until US sales begin. So I'm looking mainly to PhaseIII results and the FDA.
    Dec 31, 2013. 10:10 AM | 1 Like Like |Link to Comment
  • Synthetic Biologics: Randal Kirk And A Robust Pipeline For 2014 [View article]
    Thank you for answering my question, Micro Cap, and for your very thorough article. I'll be alert for more info.
    Dec 29, 2013. 12:56 PM | 1 Like Like |Link to Comment
  • Synthetic Biologics: Randal Kirk And A Robust Pipeline For 2014 [View article]
    In researching the Trimesta I see that many doctors in the past have stated that estriol, as with other natural steroids, should not be taken orally due to a risk of endometrial cancer. Does anyone know if SYN's Trimesta formulation greatly reduces this risk?
    Dec 29, 2013. 12:55 AM | Likes Like |Link to Comment
  • Pozen Investors Get Cash, Wait For FDA Update [View article]
    Thank you, Jason.
    Nov 26, 2013. 08:59 AM | Likes Like |Link to Comment