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mswyman

mswyman
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  • What Is SunEdison Worth? [View article]
    I find it interesting that Officers and Directors of $SUNE have purchased over 100,000 shares of the company at precisely the time that it was bottoming in the $9-11 range. Apparently they see a buying opportunity in here, to the tune of $1.1 million so far. Long $SUNE.
    Sep 2, 2015. 09:54 PM | Likes Like |Link to Comment
  • ImmunoCellular: Thoughts On Management's Plan To Move ICT-107 Into Phase 3 [View article]
    SOS, thanks for the article.
    I'm intrigued that as of this reply, IMUC is trading at $.40, while carrying cash of $30 million. With 90M shares out there, that's about $.30 in cash per share. From a technical point of view, that's great, as the assets and cash reserves are very close to book value. With only $2.5M of cash burn per quarter, that's about three years of cash reserve at the present rate. With a 10-1 reverse stock split this could be a $4.00 stock.
    I got out of the way of the downside by selling at $1.03, tho I sold at a loss overall, but at these prices, I'm tempted to re-enter and take a position. At $.40 a share, it's difficult to resist. If I do, it's about faith in the dendritic therapy IMUC has developed, and a roll of the dice that IMUC is a buyout candidate if the Phase 3 test shows promise.
    Aug 28, 2015. 02:11 AM | Likes Like |Link to Comment
  • Massive Deflation Is Happening Now [View article]
    Super important article. We need more of the big picture analysis like yours, Michael. Thanks!
    Aug 22, 2015. 11:59 AM | 1 Like Like |Link to Comment
  • Massive Deflation Is Happening Now [View article]
    Like your point, but gasoline is down, natural gas to heat my home is down, and mortgage rates are down, so.... we save in some areas, not others.
    Aug 22, 2015. 11:54 AM | 2 Likes Like |Link to Comment
  • El NiƱo Blowing Through Ag Commodities [View article]
    Timely article, Tim. Now, just how does one invest in Zinc, I wonder?
    May 25, 2015. 02:44 PM | Likes Like |Link to Comment
  • Is It Time To Divest From Solar Industry ETFs? [View article]
    $OTCPK:HNGSF On Wednesday Han Energy Thin Film Power dropped 47% in 24 minutes before trading was suspended: a loss of $19B in market value. This, according to Wall Street Breakfast, SA. Congratulations to everyone who shorted this stock. You should make a bundle if they ever resume trading! :-(
    May 21, 2015. 12:33 PM | Likes Like |Link to Comment
  • Canadian Solar Launches In To Direct Residential Solar Market [View article]
    Typo watch: I think you mean "now further refining it in Europe." Good to see CSIQ with a business plan for expansion into markets that it will need when the Japanese market becomes saturated. Long CSIQ.
    May 19, 2015. 09:57 PM | 3 Likes Like |Link to Comment
  • Is It Time To Divest From Solar Industry ETFs? [View article]
    You've summed up the reason why I never bought solar ETF's. Easier to avoid the pitfalls with a little selectivity. A short option in December, maybe?
    May 19, 2015. 12:11 PM | Likes Like |Link to Comment
  • SolarCity's Connections Offer Invaluable Benefits [View article]
    SII: Excellent review of the business reputation asset valuation aspect of SCTY. Much appreciation.
    May 12, 2015. 03:10 PM | Likes Like |Link to Comment
  • Gilead Deal Shows Desire To Put Oncology At Centre Of Post-Hep C Strategy [View article]
    With all the money GILD has made on Sovaldi, I suspect the latest acquisition is just the first of many. I never cease to be amazed at the brilliance of the managers of this company and fully expect that if anyone can make serious inroads into the oncology field, GILD will. Long GILD.
    May 10, 2015. 08:48 PM | 4 Likes Like |Link to Comment
  • Will Solar ETFs Continue To Shine Post Q1 Results? [View article]
    Great summary, Zacks. Keep up the good work. Thanks!
    May 7, 2015. 02:46 PM | Likes Like |Link to Comment
  • Acceleration Wars: Intel, Nvidia, Xilinx And Altera [View article]
    Thanks, Bill. Your commentary and the replies it occasions are always an eye-opener! Much appreciated.
    May 7, 2015. 02:11 PM | Likes Like |Link to Comment
  • Acceleration Wars: Intel, Nvidia, Xilinx And Altera [View article]
    Bruce: Does this integration innovation make GPU's history, or will they be kept for redundancy and specialization purposes, do you think?
    May 7, 2015. 01:33 PM | Likes Like |Link to Comment
  • SolarCity: Raising Rooftop Solar's Barriers To Entry [View article]
    Thanks, Mario!
    Apr 20, 2015. 08:46 PM | 1 Like Like |Link to Comment
  • SolarCity: Raising Rooftop Solar's Barriers To Entry [View article]
    All: I have a solar system that is 15 years old, and is "obsolete" by the limited definition used above. I have no intention of removing it, however. Indeed, I just added an east facing array of state of the art panels that increased the generation of my solar by 50%. Why should I get rid of either of them, ever? As long as they generate electricity, I've got it made.
    The Sacramento municipal utility system in California has a solar PV array that is 30 years old, and it's still pumping out electricity, and there are no plans to replace it or remove it that I know of. Why should they if its still working?
    Some people are driving cars that are 50 years old, and see no reason to "upgrade" if the car is still working and doing the job it is supposed to do. Why spend money on a new car if the old one still works?
    Remember, prop-driven planes and sailboats are both based on "obsolete" technology, but you see them everywhere. Just because we have jets and powerboats doesn't mean that outdated technology doesn't have its appeal!
    Apr 14, 2015. 01:23 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
232 Comments
172 Likes