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  • Will AMD Finally Surprise Us? [View article]
    mkiwi, this 13G specifically is actually showing a sale and not accumulation. However, it's barely anything 300K shares....The good news (for longs) happened in Feburary when they double down. At the time, they owned 5.1%, which is why they had to file a 13G. Now, they sold just enough so that they cease being a 5%+owners.

    You can draw your own conclusions from this. The way I see it, they likely bought on the dip after earnings (heck they might be the reason it stopped bleeding). Note that, if they decide to liquidate now, nobody will now as they don't have to report it (no longer 5% owners).
    Apr 11 07:02 AM | 3 Likes Like |Link to Comment
  • A Response To Mallinckrodt And Questcor Investor Questions [View article]
    Nice job!...Thank you!
    Apr 9 11:43 AM | 12 Likes Like |Link to Comment
  • Position Sizing And Averaging Down [View instapost]
    Thank you OM. That's great. Will re-read this weekend to let it sink-in.
    Apr 4 04:23 PM | 1 Like Like |Link to Comment
  • Health Care Leaders [View instapost]
    Thanks for the write up. I have one critique though, if you can fix to avoid mis-interpretation. It seems you meant to put each table title above the table. However, there's a weird spacing in the article/instablog. Now the titles appear right underneath the table that they don't belong to... ( i.e "Top-Five Medical Stocks--Most Overvalued" looks like it belongs to $QCOR, $GILD.... However, I believe you meant to belong rather to $ACAD, $KERX)
    Mar 22 12:04 AM | Likes Like |Link to Comment
  • After Hour Gainers / Losers [View news story]
    $MNKD is back up to the closing price. It was just one 5K trade. Lucky buyer!
    Mar 13 06:21 PM | 2 Likes Like |Link to Comment
  • A Top Pick For March: Questcor Pharmaceuticals  [View instapost]
    Thanks for the nice write up, EXP. Why is this an Instablog and not an article!?
    Mar 12 10:56 AM | 4 Likes Like |Link to Comment
  • Daily Dose - Navidea, Rigel [View instapost]
    Looks like Navb may get some love after all!
    Thanks for the write up!
    Mar 10 09:25 AM | Likes Like |Link to Comment
  • Questcor Pharmaceuticals: The Truth Vs. The Noise [View article]
    Great and well thought out research. Well done and thanks for putting all this together.
    Mar 3 10:22 PM | 2 Likes Like |Link to Comment
  • 2014 March Madness Trading Contest [View instapost]
    I'll take $ARNA.
    Mar 3 11:22 AM | Likes Like |Link to Comment
  • Arena's Belviq Sales To Hit $150 Million In 2014? [View article]
    Than you Spencer.
    Let's see how the analysts react tomorrow. It may reverse to the green if analysts start upgrading or upping PTs. Similarly, it will stay in red if they do the opposite. Until scripts come up. Scripts numbers may take the spotlight, however, if they surprise to the upside...looking to trading $arna again soon (next to the core I'm holding), depending on the action in the next day or two. There should be some run up eventually in anticipation of tv ads.
    Feb 28 12:28 AM | 1 Like Like |Link to Comment
  • Arena Falls On Quarterly Results [View article]
    As always, thanks and nice work Spencer!
    Feb 27 10:20 PM | 2 Likes Like |Link to Comment
  • Arena -5.2% AH on Q4 miss, guidance [View news story]
    Looks like they fixed it. It no longer states the 17M as guidance.
    Feb 27 10:12 PM | Likes Like |Link to Comment
  • Coverage launched on Sunshine Heart and Heartware [View news story]
    Thank you jppoczatek. I appreciate it!
    Feb 21 05:03 PM | Likes Like |Link to Comment
  • Coverage launched on Sunshine Heart and Heartware [View news story]
    Did you mean the Q4 report date, which doesn't look like it has been announced yet?
    Feb 21 11:51 AM | Likes Like |Link to Comment
  • Coverage launched on Sunshine Heart and Heartware [View news story]
    jppoczatek, new to $SSH here. Any specific date for the report next month?

    Feb 21 11:48 AM | Likes Like |Link to Comment