Seeking Alpha

SMaturin

SMaturin
Send Message
View as an RSS Feed
View SMaturin's Comments BY TICKER:
Latest  |  Highest rated
  • Swine Flu, MERS, Ebola And Medical News Concentrator September 14, 2014 To October 18, 2014. [View instapost]
    WSB headlned it today:

    "Economy
    The Centers for Disease Control and Prevention has confirmed that a patient being treated at a Dallas hospital has tested positive for Ebola, the first case diagnosed in the U.S. The patient was placed under strict isolation, and CDC and Texas health officials are working to identify and monitor anyone who may have come into contact with the patient. In response to the case, Ebola-related stocks are jumping. Premarket: BCRX +14.5%; SRPT +5.5%; NLNK +13.7%; INO +3.2%; NNVC +12%; TKMR +26.7%."

    I hope the health dept officials can trace contacts completely and get them quarantined.
    Oct 1, 2014. 08:23 AM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    And from Segarra's recordings it is rather evident that the embedded Fed regulators are a bunch of chickens who want to join the foxes' club.
    Sep 28, 2014. 04:46 PM | 2 Likes Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    from the full WSJ article today:

    http://bit.ly/1rmrzDq (paywalled)

    Google search for "EU to Publish Details of Probes of Tax Deals Benefiting Apple, Fiat" to get past paywall

    >>The com­mis­sion will base its de­ci-sion in Apple's case on guide­lines on trans­fer pric­ing es­tab­lished in 2010 by the Or­ga­ni­za­tion for Eco­nomic Co-op­er­a­tion and De­vel­op­ment, a club of rich coun­tries, a per­son fa­mil­iar with the mat­ter said.

    The move came af­ter ear­lier ef­forts by the EU to crack down on tax avoid-ance and tax eva­sion made painfully slow progress and yielded lit­tle. De-spite much hand-wring­ing by some politi­cians over Ire­land's low cor­po-rate tax rate, tax pol­icy re­mains largely in the hands of na­tional gov-ern­ments, which can veto EU de­ci-sions.
    <<

    So the EU wants to declare as illegal deals from 1991 and 2007 based on rules formulated in 2010.
    Sep 28, 2014. 04:34 PM | 3 Likes Like |Link to Comment
  • Stability Of The European Union June 2, 2014 To ??? [View instapost]
    How do the Eurocrats think they can declare illegal a tax deal between Apple and Ireland in 1991 when the EU was not even founded until 1993?

    Absurd.
    Sep 28, 2014. 04:04 PM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    The radio episode of This American Life that Lewis is referring to, featuring Carmen Segarra's recordings:

    http://bit.ly/1rrP3EK
    Sep 27, 2014. 06:23 PM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    Michael Lewis writes well.

    >>
    It's an extraordinary document. There is not space here to do it justice, but the gist is this: The Fed failed to regulate the banks because it did not encourage its employees to ask questions, to speak their minds or to point out problems.

    Just the opposite: The Fed encourages its employees to keep their heads down, to obey their managers and to appease the banks. That is, bank regulators failed to do their jobs properly not because they lacked the tools but because they were discouraged from using them.
    <<

    The fallacy is in believing the purpose of the Fed is to "regulate" banks. The reality is it was created over a century ago at Jekyll Island not to regulate, but to enable the banksters, by the very banksters it was supposed to be oveseeing.

    Quis custodiet ipsos custodes? Goldman Sachs?
    Sep 27, 2014. 06:09 PM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 368 Sep. 25 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Funny thing about those hundred share lots. I bought a total of 500 shares at the close yesterday, using Limit orders of 3.50.

    The first 400 shares went in three trades that exhausted the offers in the 3.20's to 3.35, and the last 100 shares got filled at 3.50, to close the day at that price.

    So those 100 share lots offered by the MM's actually helped me in my painting with artful upward strokes. ;-)
    Sep 27, 2014. 01:15 PM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 368 Sep. 25 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Did some more painting today. Bargain shares for the mud dweller.
    Sep 26, 2014. 04:01 PM | 23 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September 14, 2014 To October 18, 2014. [View instapost]
    Excellent points, MM.

    Ebola thrives in primitive jungle conditions, and requires the animal reservoirs of bats and jungle apes to keep the virus around when humans are not spreading it. Conditions in North America are quite hostile to such tropical diseases, and our standard public health measures would prevent human-to-human spread.
    Sep 26, 2014. 10:29 AM | 3 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    Excellent idea, Mathieu. SDRL Nov 22nd PUTS of $25 and $26 have at least $1 premium at present, same as the quarterly div. This could be a nice way to accumulate more at a further discount.

    I don't have the free cash for such at the moment, or I might write those PUTs myself.
    Sep 26, 2014. 09:44 AM | 2 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    Tim,

    I have been in and out of SDRL a once in the past and bought back in last month, thinking the drop to $35 was a bargain.

    It is even more of a bargain today. ;-)

    Mercy's points are well-taken.

    The yield is now >14%, and if you DRIP, it may be worth putting a few shares in the sock drawer and letting it grow. That is my strategy, to hold it and not seek a quick trade.
    Sep 25, 2014. 02:46 PM | 3 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator September 14, 2014 To October 18, 2014. [View instapost]
    Novavax's Influenza Vaccine Study Shows Adjuvant Efficiency

    http://bit.ly/1v0N5xG

    >>
    ...announced positive top-line data from a dose-ranging, randomized, observer-blinded, placebo-controlled phase I/II study on its H7N9 avian influenza virus-like particle (VLP) vaccine candidate, H7N9 VLP.

    The study was conducted under Novavax’s contract with the Biomedical Advanced Research and Development Authority (BARDA) of the U.S. Department of Health and Human Services (HHS) for the development of VLP vaccines for influenza with pandemic potential.

    The study evaluated the safety and immunogenicity of H7N9 VLP plus adjuvant Matrix-M in 610 healthy participants. H7N9 VLP and Matrix-M were well tolerated among the patients.
    <<
    Sep 24, 2014. 06:10 PM | 4 Likes Like |Link to Comment
  • QuickChat #273, August 15 2014 [View instapost]
    Excellent point, HTL.

    The pipeline is still early, with Phase II for RSV and flu vaccines, and still in the preclinical stage for rabies.
    http://bit.ly/10zsWRL

    The adjuvant research pipeline is similarly in early stage.
    http://bit.ly/1rkx17w

    Both technologies, with the virus-like particle approach to vaccines (http://bit.ly/1rkxaYr) and the novel adjuvant work are very promising, and may take years more to reach a mature commercial product.
    Sep 24, 2014. 03:35 PM | 3 Likes Like |Link to Comment
  • Axion Power, A Deep Alpha Opportunity With A Clear Timeline [View article]
    So if recognizing the absurdity of the $20M market cap for a disruptive tech and seeking to take advantage of that absurdity is a religion, then consider me one of the devout.
    Sep 24, 2014. 03:04 PM | 12 Likes Like |Link to Comment
  • Axion Power Concentrator 367 Sep. 21 '14: BOD Approves 50:1 Rev. Split; EPower & Axion Present At The Battery Show; 10-Q For Q1 2014; S-1 For $15MM Share Issuance [View instapost]
    Agreed, HTL. "Present once."

    So the 2500 comments that essentially repeat "Axion has kicked my butt for the last five years and now I am sore," should be forthwith dispensed with.
    Sep 24, 2014. 02:41 PM | 12 Likes Like |Link to Comment
COMMENTS STATS
2,297 Comments
835 Likes