Seeking Alpha

RTN

RTN
Send Message
View as an RSS Feed
View RTN's Comments BY TICKER:
Latest  |  Highest rated
  • Netflix Likely To Break $400 This Week [View article]
    US growth actually dysmal .. and stock is priced for astronomical growth

    I don't think its bullish play imo.
    Apr 22, 2014. 06:29 AM | 4 Likes Like |Link to Comment
  • Atlantic Power: Is Another Dividend Cut In The Cards? [View article]
    For a writer having NO postion... one should mention what their friends or associates's positions are.
    Readss sell side to me.
    Key here (at current steeply discounted priced) ... will they write off more than 50% of their book value? NO ?/
    Strong buy here... not saying it has already found a bottom.... but for a longer hold one could scale in here
    Feb 3, 2014. 01:12 PM | Likes Like |Link to Comment
  • Ariad rallies, company to present at conference [View news story]
    "@adamfeuerstein: . @ColfaxCapital Iclusig will be lucky to generate $100M peak sales, so where is the rest of the value coming from? $ARIA "
    Jan 2, 2014. 04:04 PM | Likes Like |Link to Comment
  • Ariad rallies, company to present at conference [View news story]
    ARIA cash burn 250 million

    Projected peak revenue 100 million per Colfaxcapital and Adam Feurstein today on twitter..

    http://bit.ly/1etgoPf

    1.26 BILLION market cap here over 7$....
    Jan 2, 2014. 03:57 PM | Likes Like |Link to Comment
  • Twitter cut to Sell at Macquarie; off 2.8% premarket [View news story]
    TWTR Initial offering price was 26$ on nov 7th 2013 ...


    Macquarie first to downgrade twitter:

    Too Far, Too Fast; Downgrade to Underperform; See fair value at $46/sh - Macquarie

    -We expect this to be among the shortest downgrade note you’ve ever read,' Macquarie says

    -We believe nothing has changed in the fundamentals to justify the sharp rise in shares over the past few weeks - Macquarie

    -Estimate differences between underwriters and others could limit upside to consensus - Macquarie

    -Many opportunities, but will take time and additional headcount (i.e. costs will go up) - Macquarie

    -We expect many other analysts will quickly have to either justify raising targets (based on little new info) or downgrade - Macquarie


    Bloomberg graphic eye-popping on multiple vs enterprise value:
    GOOG 12x
    FB 23x
    NFLX 38x
    And
    TWTR 301x
    Dec 27, 2013. 08:25 AM | 1 Like Like |Link to Comment
  • Key Issues Surrounding The Zalicus Catalyst Trade [View article]
    Feurstein compares KERX to topping of AMRN before its drop

    http://bit.ly/1bd7qG8
    Nov 8, 2013. 09:13 AM | Likes Like |Link to Comment
  • The 3 Signs Of Apocalypse Amarin Longs Missed [View article]
    Nonsense on some comments.
    Adam is sell side,

    Same arguments on DNDN when they dropped it to 3 before the fda vote... and it spiked to 20.

    Volume was bear raid... plain and simple... and they kept position (hedged) based on adcom notes.

    Just a trader here... but quite the BS in this article.
    Oct 17, 2013. 11:42 AM | 4 Likes Like |Link to Comment
  • Was Amarin's FDA Briefing A Sign Of End Times? [View article]
    Quite simple..

    DNDN dragged down to 3$ before spike to 20$..

    I think regardless of outcome of adcomm... today would have been a selloff.
    Why ? due to sell side positions NOT wanting to wait for the panel vote.. since that's risky.. also for them.
    Any items in ANY adcomm would have been used to justify it.

    What does this say ? little just yet.
    Shorted common intraday..... and went long November 6$ and 8$ calls today...

    Why? risk/reward ratio changed today for the upside !!
    Oct 11, 2013. 05:55 PM | 4 Likes Like |Link to Comment
  • WWWW: The Greatest Stock Promotion Story Ever Told [View article]
    Insider sales since may 2012:

    Director sold 5.5 million of his 8 million shares.
    This summer 2 million in the low 20$
    In September another one million at 30$

    http://1.usa.gov/GE1laa
    Oct 7, 2013. 04:34 PM | Likes Like |Link to Comment
  • Velti: Next Stop, $0 [View article]
    article has a sell side bias imo
    Aug 23, 2013. 10:47 AM | Likes Like |Link to Comment
  • Velti: Next Stop, $0 [View article]
    long VELT .35 !!

    Biased article ,

    FB business picking up bigtime, VELT will likely see increased business as well
    Aug 23, 2013. 10:47 AM | Likes Like |Link to Comment
  • Exact Sciences - The Rotten Sniff Test (1 Of 5) [View article]
    This same poster was negative on UNXL at 37$ before the drop to 12$
    Jul 24, 2013. 01:53 PM | Likes Like |Link to Comment
  • UniPixel (UNXL +6.7%) rallies after announcing it's showing off 10.1" and 13.3" UniBoss touch sensor prototypes at this week's Computex trade show. The company says the prototypes are the same ones it recently showed off at Cowen and Craig-Hallum conferences, and don't "show any extraneous effects when viewing the display." Shares remain well below where they traded before SA contributor Seth Shaw posted pictures of UniBoss demo units with visible lines in a Friday column. [View news story]
    Bear raid and misleading SA short seller article last Friday..

    Will bounce hard
    Jun 4, 2013. 12:34 PM | 2 Likes Like |Link to Comment
  • Another strong day of trading for Tesla Motors (TSLA +4.2%) ahead of its earnings release scheduled for Wednesday takes shares back over $56. Barclays is still on board (sort of), saying the "hyper growth" company could go as high as $131 per share if the EV automaker crosses over into the mass affluent market - but warning it might be an all-or-nothing proposition. Barclays' TSLA roulette: A successful third-generation product could take EPS up to $14.58 in six years, which after applying a 12X multiple and discounting 5% annually brings $131 in play. A misfiring production schedule brings in cash flow nightmares and a scenario where shares crash to $5. [View news story]
    filled more 57 may puts !
    May 7, 2013. 12:59 PM | Likes Like |Link to Comment
  • Another strong day of trading for Tesla Motors (TSLA +4.2%) ahead of its earnings release scheduled for Wednesday takes shares back over $56. Barclays is still on board (sort of), saying the "hyper growth" company could go as high as $131 per share if the EV automaker crosses over into the mass affluent market - but warning it might be an all-or-nothing proposition. Barclays' TSLA roulette: A successful third-generation product could take EPS up to $14.58 in six years, which after applying a 12X multiple and discounting 5% annually brings $131 in play. A misfiring production schedule brings in cash flow nightmares and a scenario where shares crash to $5. [View news story]
    SHORTING TSLA at 56.90

    short TSLA 56.90 , earnings may 8th , rise on short squeeze mostly , added some puts as well

    good r/r entry here with clear stops

    will keep the puts into earnings
    will keep the common as long as not stopped out
    May 6, 2013. 10:46 AM | Likes Like |Link to Comment
COMMENTS STATS
62 Comments
43 Likes