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  • Reviews Of 15 Marijuana Stocks Before The Marijuana Investor Summit - Part VI [View article]
    These charts all look remarkably similar, classic penny stock pump'n'dumps designed to separate wishful retail investors from their money. Maybe when the sector is more mature it will be investable. This is more like gambling than investing.
    Apr 22, 2015. 09:56 PM | Likes Like |Link to Comment
  • Endocyte: The Small Cap Gem Of The Week [View article]
    It's a funny thing, the claims-made settlement of a class action. Many do settle for peanuts. In mine, most people were eligible to recover 100% of their $2,000 - $5,000 losses. All they had to do was sign their name on a card and drop it in the mail. Not surprisingly about 80% of them dropped it in the trash instead. Nice things occasionally happen to people who bother to read their mail. Nice things happen to defendants who don't have to pay 80% of their settlement when they don't.
    Apr 22, 2015. 04:29 PM | Likes Like |Link to Comment
  • Endocyte: The Small Cap Gem Of The Week [View article]
    Some class action lawsuits have merit, some are later determined to lack merit.
    I battled a class action for 14 years, and lost at the district court level, and twice at the intermediate court of appeals, before finally being vindicated at the state Supreme Court level. The claims were then settled and paid. I guess I was that hack lawyer making dubious claims for the first 13 of those 14 years. One shouldn't judge the merits of litigated claims until they are finally resolved.
    Apr 21, 2015. 11:52 AM | 3 Likes Like |Link to Comment
  • This Farmland REIT Is Growing Like A Weed [View article]
    Labor and water are two expenses involved in producing a crop, but NOT the only two, here are a few others: fuel, electricity, insurance (crop, CGL, auto liability), taxes (employment, unemployment, gross receipts, income), equipment (purchase and maintenance), seed, herbicide, pesticide, storage, transportation, telephone, Internet, software, office equipment and supplies, fencing materials and repairs, contract harvesting, accounting, legal, and probably a few dozen other categories I have missed. And I'm talking about the operator, not the owner. And when there is suddenly a bumper crop and prices fall dramatically, guess what happens to the leases on parcels that were bought at a price too high to be able to be leased on an affordable basis?
    Apr 20, 2015. 11:54 PM | 3 Likes Like |Link to Comment
  • Brainstorm Rallies On Endorsement Of Competitor's Drug [View article]
    Jason, is the move down today just a product of the thin trading volume, or is there some news or a rumor I haven't been able to find? Thanks.
    Apr 20, 2015. 06:42 PM | 1 Like Like |Link to Comment
  • falls 5% on RBC downgrade [View news story]
    RBC's bear raid lasted all of one day.
    Apr 15, 2015. 02:45 PM | Likes Like |Link to Comment
  • Cowen sees tough year for railroad stocks [View news story]
    Railcar stocks are not the same as railroad stocks, just like antelopes are not the same as cantaloupes.
    Apr 15, 2015. 12:35 PM | 9 Likes Like |Link to Comment
  • The Tale Of 2 Cheaply Valued Net Lease REITs [View article]
    Nice article, thanks. The bar graph comparing 2015 FFO payout ratios creates a bit of cognitive dissonance; the numbers are less than 9% apart, but the bar areas make it appear that CSG's payout ratio is more than twice LXP's. Better to have started the scale at 0 instead of 64.
    Apr 6, 2015. 08:12 AM | 14 Likes Like |Link to Comment
  • Does Gilead Have The Cure For Apple-Itis? [View article]
    Added on the dip, having rolled out to '17 on the stalled momentum. Hopefully the next earnings announcement will put to bed some of the concerns about competition. Harvoni is showing great promise in HCV/HIV co-infections. I don't lose too much sleep over "I missed it", sometimes it goes the other way; I've held a stock that went to zero, and I've missed some precipitous and disastrous drops in others by taking the bird in the hand, instead of chasing the two in the bush. Sometimes you have to cut off a finger to save a hand. Speaking of hands, knowing when to release a losing one is an important skill.
    Apr 2, 2015. 01:39 PM | 6 Likes Like |Link to Comment
  • How The CARERS Act Could Impact Pot Stocks [View article]
    CARA is not a "pot stock", it's a pharmaceutical company with a small portion of its pipeline dedicated to synthesizing molecules that attach to cannabinoid receptors, and a larger portion focused on opioid receptors. It's like calling Zogenix an "opium stock" that would benefit from the legalization of opium. No connection. Go to CARA's website for further DD.
    Mar 30, 2015. 03:03 PM | 1 Like Like |Link to Comment
  • Gilead Sciences Faces An Uncertain Future After Patent Loss In India [View article]

    Perhaps you missed this? These eleven firms are all manufacturing under licenses negotiated by GILD, and the 91 countries they are authorized to sell in are all developing countries where there would be no sales at all unless the drugs were discounted to next to nothing. This is a humanitarian effort that has zero impact on the GILD long thesis.
    Mar 30, 2015. 02:21 PM | 6 Likes Like |Link to Comment
  • Five Lessons From Ohr Pharma [View article]
    I appreciate the accurate exposition of the squalamine story, which indeed saved me some money, but I don't quite understand the swipe at CYTR. Yes, the stock experienced a pump-and-dump ride in price action, due to promotion, but how has their "story unraveled"? As far as I can tell aldoxorubicin is still a promising candidate. If you think otherwise, please tell us why. The price of the stock has returned to earth, but the pipeline still looks OK from here.
    Mar 28, 2015. 07:12 PM | Likes Like |Link to Comment
  • Why Buffett Is Looking At German Companies [View article]
    Long BAMXY, DDAIF.
    Mar 25, 2015. 01:26 PM | Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    Unfortunately, it's been my observation that drugs that fail Phase II don't get to Phase III. So the underlying idea that the market is an efficient weighing machine seems to hold true, regardless of whether the drug fails at Phase III, or before. There also seems to be an unmeasured correlation between market cap and the efficiencies of execution in conducting clinical trials and pushing applications through, in addition to being able to afford top notch science to tweak the pharmacokinetics of candidate drugs. Enjoy my shares, I don't rue the loss, it's part of the game. I'm in 25 other small biotech names, all getting hammered today, just another part of the journey.
    Mar 25, 2015. 12:47 PM | Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    Lucas, welcome to the SA community. As they say, timing is everything. And it's just as important to know when to buy (and sell), as what to buy.
    Happy Hunting and good luck with your investments!
    Mar 24, 2015. 02:15 PM | Likes Like |Link to Comment