Send Message
View as an RSS Feed
  • Benitec: An Undiscovered Biotechnology With A Twist  [View article]
    I would like to thank the author for the clarity given for such a complex subject. I have been long BNIKF and have read many articles concerning Benitek and have a much better understanding after reading your commentary.
    Feb 27, 2014. 12:33 PM | 2 Likes Like |Link to Comment
  • Cellceutix Is Significantly Undervalued Considering The Value Of Brilacidin  [View article]

    What a joy to read a wise thread like this on biotech companies. IMO Matija and KSS are titans to be complimented for sharing their valuable opinions and facts. Now, if I could only understand what they are saying. Fortunately, I understand enough to appreciate their knowledge of not only bio but acute understanding of long term investments. Now how do I go forward not eating anything with my hands or rubbing my eyes. Best, Warner
    Jan 29, 2014. 12:39 PM | 1 Like Like |Link to Comment
  • Lightbridge: Check Out This $1.40 Stock Everybody Else Is Ignoring  [View article]
    Just a thought about how interesting and productive the comments following this good article for LTBR. I have been long a long time with LTBR. For a couple of years I have been very impressed by the credentials of both the BOD and employees at LTBR. If there ever was a professional team with world wide influence, this is it. Yes, after the disaster in Japan, the stock did tumble and I was concerned about their consulting until their recent contracts. They are real and happening which illustrates their competence and recognition. I truly do not believe this is a pump and dump article. It is just a good article about a company that has been under the radar of any analysts. I also suggest that LTBR is a very good acquisition target for a big company with the ability to accelerate the timing. I can almost see it happening soon. Thanks for article and wise commentary. Best, Marty
    Jan 2, 2014. 02:18 PM | 1 Like Like |Link to Comment
  • BlackBerry Has A Consumer Play But It Isn't Obvious  [View article]
    I believe your thesis is excellent, the only other suggestion is to not expect it to start small, but to launch it with much hoopla and rally the flag with a new answer to what a large contingent of customers would really appreciate. Yes I am long BBRY.
    Dec 23, 2013. 05:33 PM | 1 Like Like |Link to Comment
  • Ship Finance - More Majestic Ocean Greyhounds  [View article]
    It is my understanding that if FRO goes under it will have a negligible effect on SFL. I believe the scrap value of FRO vessels is above the balance sheet and FRO is a much smaller footprint in SFL business. I have been long and in and out of SFL for many years. It has been very good to me. Marty
    Dec 8, 2013. 10:57 AM | 3 Likes Like |Link to Comment
  • Time To Set Sail With Ship Finance International  [View article]
    I have enjoyed SFL as an investment for over 5 years and it has been very good to me. I have been in and out of the stock many times, however their dividend has been very consistantly high. Stock appreciation has also been excellentif I obviously traded at the right times. I agree with Brian that they have done an excellent job of mitigating risk by vessel divesification. It also should be noted that they have a very modern fleet and continuously update it with new vessels. I used to be concerned about their low current ratio and debt load, however I now realize that is the way they run the business. Works for me. Best, Marty
    Feb 5, 2013. 07:41 AM | Likes Like |Link to Comment
  • Fortinet (FTNT) +1.6% after receiving an upgrade to Buy from Pac Crest. Shares remain well off their September highs thanks to the company's disappointing Q4 guidance. Oppenheimer upgraded Fortinet on Nov. 28[View news story]
    Regardless of the lower guidance, I look at the industry they are in and the importance of what they do. They are where they need to be to grow.
    Dec 14, 2012. 02:34 PM | Likes Like |Link to Comment