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fredericgilbert

fredericgilbert
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  • What Tekmira Investors Are Missing [View article]
    Bought the rumor in July, sold the news mid-August.
    Wish all the best to $TKMR for finding a cure to Ebola.
    End of my story.
    Aug 20 02:05 PM | Likes Like |Link to Comment
  • Rockwell Medical - Consensus Says It Goes Over $19 (Part II) [View article]
    Everything boils down to
    1. FDA Approval for Calcitriol Manufacturing (estimated $350M U.S. market) and
    2. Triferic (estimated $600M U.S. market) is still in its late-stage clinical development, not even close to submit to FDA.

    Potential for stock appreciation is definitively there (if 1 and 2 are successful)
    but Rockwell has a long road to go before generating profits with those innovative drugs.

    Details: http://bit.ly/1nsKXwe

    Long RTMI
    May 10 12:58 PM | Likes Like |Link to Comment
  • Buy Canadian Oil Producers - Keystone XL Is Irrelevant [View article]
    Canada being USA most stable and safest commercial partner and its closest,
    it is obvious that oil sands energy should flow southward but USA politics delays what should have already been a no-brainer...

    This adverse KXL situation creates an opportunity for NG.

    NG is in the best long-term interest of Canada as
    a) it opens a deep-water harbor necessary to diversify Canada customer base for its energy products.
    b) Asian EM will carry the bulk of demand for energy in the foreseeable years.

    Nice article. Thanks
    Long ENB
    Apr 3 08:56 AM | 4 Likes Like |Link to Comment
  • A Value Investor Explains Why He Owns Digital Realty [View article]
    Missed the bottom at 43 but still managed to get in at 46.
    Long DLR
    Mar 15 12:46 PM | Likes Like |Link to Comment
  • Rockwell Medical - Consensus Says It Goes Over $19 (Part II) [View article]
    the video:
    http://bit.ly/1b2wRe6

    the article:
    http://bit.ly/1b2wP5V

    Long RMTI
    Jan 28 07:43 PM | Likes Like |Link to Comment
  • Power Up Your Portfolio With This Power Center REIT [View article]
    Hello Brad,
    Congratulations! This last article of you and the way you display the information (it improved a lot in this last installment. Kudos!) is your most achieved one.

    It is truly a pleasure to read and it greatly helps me understand the subject covered being DDR, STAG, O, etc.

    About DDR, as said by some people above and in my opinion, there are currently more rewarding opportunities to invest in out there than this one. I will pass.

    Thanks for the time and effort you put into all your articles.
    Already, I am looking forward to the next ones.

    Long DLR, STAG
    Jan 28 02:26 PM | 1 Like Like |Link to Comment
  • Rockwell Medical - Consensus Says It Goes Over $19 (Part II) [View article]
    Jarni: it is always better to provide the source when asserting something...
    Jan 15 01:26 PM | Likes Like |Link to Comment
  • Rockwell Medical Announces Triferic(TM) PRIME ESA Sparing Study Selected as Best Abstract at 34th Annual Dialysis Conference in Atlanta, GA, February 8-11, 2014 [View article]
    Shorters beware. RMTI delivers the goods.
    Jan 7 08:25 AM | Likes Like |Link to Comment
  • Enbridge's Northern Gateway pipeline approved [View news story]
    First Nations will use the Greens to challenge ENB and drive up the monetary compensation until a price is settled upon in exchange of their acceptance of the project.

    Once that price established, the First Nations will drop the Greens and cash the money.
    Dec 20 11:48 AM | 2 Likes Like |Link to Comment
  • Enbridge Energy Partners: A 7% Yield MLP Play For The Long Term [View article]
    For the patient DI investors, big potential exist with ENB and its EEP:

    Catalysts:
    - Inversion of E9 is close to approval by the Canada federal gov. and has already won acceptance from a majority of eastern Canadians.

    - Northern Gateway has now the support of both Alberta and BC govs. Important concessions to First Nations will be required prior anything but as the rest, I trust ENB to successfully negotiate them in the end.

    Outcomes:
    As a consequence of, one at least if not two corridors will open in the near future for ENB to move oil out of its current land-lock situation:
    - West with Kitimat for asian markets.
    - East with E9 for eastern Canada markets (Ontario, Quebec and Atlantic provinces).

    More than Keystone XL (imho: DOA) or Kinder Morgan's pipelines, Enbridge has the best chances to profit from the current situation.

    Long ENB
    Dec 8 08:34 PM | 3 Likes Like |Link to Comment
  • Fundamentally And Technically, Fresenius Wins Big Over DaVita [View article]
    Not to mention that this article entirely fails to account the real value RMTI brings with its soluble ferric pyrophosphate to kidney dialysis, to patients and the potential savings for Medicare.
    Dec 5 08:19 PM | 3 Likes Like |Link to Comment
  • Warren Buffett Keeps Betting On Stable Dividend Giants [View article]
    One minor caveat, recent acquisition DVA has no dividend.
    Nov 27 04:13 PM | 1 Like Like |Link to Comment
COMMENTS STATS
12 Comments
14 Likes