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  • Why I Maintain My $39 Price Target On BlackBerry  [View article]
    Get an iPhone. Your problems will go away.
    Feb 25, 2013. 05:53 PM | 1 Like Like |Link to Comment
  • Dynavax Technologies (DVAX) -33% premarket after the FDA rejects its hepatitis B vaccine Heplisav, citing the need for additional safety data in healthy adults. DVAX says it's confident it can meet the request for more information, but it may also fast-track a refiling by first seeking approval for sick patients.  [View news story]
    If the FDA needed more safety data for adults, then why didn't they ask for it, the last time they rejected Heplisav? DVAX needs to ask for a review of FDA procedures in court.
    Feb 25, 2013. 11:24 AM | Likes Like |Link to Comment
  • An Open Letter To The Independent Directors Of Herbalife  [View article]
    @Wally World: I love the "Economist." Never miss a issue. You're the one who made silly statements about Cayman corporations.
    Feb 25, 2013. 06:41 AM | 1 Like Like |Link to Comment
  • Herbalife: What Exactly Is In Peter Vander Nat's Paper And Why Bill Ackman Is Wrong  [View article]
    What does it matter whose definition of pyramid scheme one uses, as HLF refuses to provide the very numbers that would clearly determine if it is a pyramid scheme?

    The questions should be: How does HLF operate without providing accurate numbers to the government, that any mom and pop corner grocery store would have to provide? Where is the IRS?

    Why is a corporation (Herbalife) domiciled in the Tax Haven of the Cayman Islands, an alien corporation, that is not producing accurate numbers, neither to the US government, nor to its investors, allowed to be a publicly trade stock on US stock exchanges? Where is the SEC?

    And where is the FTC, when a corporation refuses to supply accurate numbers about how their MLM scheme operates? Why is Herbalife still in business in the USA?
    Feb 25, 2013. 05:35 AM | 1 Like Like |Link to Comment
  • Pulling The Plug On Alcatel-Lucent  [View article]
    @tazmanaic: Not really.
    Feb 25, 2013. 04:27 AM | Likes Like |Link to Comment
  • Handicapping The Icahn Position In Herbalife  [View article]
    @cannon fodder: What faulty premise are you referring to?

    And stop misquoting me.
    Feb 25, 2013. 04:26 AM | Likes Like |Link to Comment
  • An Open Letter To The Independent Directors Of Herbalife  [View article]
    @Wally World: Yes, it is wrong. A crime really.
    Feb 24, 2013. 09:51 AM | 1 Like Like |Link to Comment
  • An Open Letter To The Independent Directors Of Herbalife  [View article]
    @cannon fodder: Corporations registered outside of the country are referred to legally as alien corporations.
    Feb 24, 2013. 08:27 AM | 1 Like Like |Link to Comment
  • Handicapping The Icahn Position In Herbalife  [View article]
    @Stock Talk: Not true. As long as Ackman can meet his margin calls, he is good. Unless he made a stupid stock loan agreement to begin with, and Ackman is not stupid.
    Feb 24, 2013. 08:25 AM | Likes Like |Link to Comment
  • The Precise Definition Of Inflation  [View article]
    Reading ATLAS SHRUGGED by Ayn Rand, then looking around at what is going on today, can be disturbing, to say the least. Unfortunately, most of the population doesn't read at all.
    Feb 23, 2013. 07:59 AM | 4 Likes Like |Link to Comment
  • An Open Letter To The Independent Directors Of Herbalife  [View article]
    The US government has no police powers over alien corporations. If a US company is suspected of wrong doing, such as juggling the books, the Treasury agents, or the IRS, can get a search warrant, go in and size all records. Never going to happen in the Cayman Islands.
    Feb 23, 2013. 07:41 AM | 2 Likes Like |Link to Comment
  • Pulling The Plug On Alcatel-Lucent  [View article]
    @bd4uandu:Didn't capitalize the V in D'Vooh when I signed on here. It has gotten some amusing responses. Oh well.

    I'll give ALU the rest of the year to sort itself out.
    Feb 23, 2013. 07:38 AM | Likes Like |Link to Comment
  • Handicapping The Icahn Position In Herbalife  [View article]
    A short squeeze will only work if the price of the stock rises significantly enough to force the shorts to cover. Unfortunately for Icahn, Ackman's expose of HLF, has created enough doubt in the minds of investors, that there are few if any long term investors left in HLF. That is compounded by the fact that when heavy hitters such as Icahn and Ackman get what they want from a stock and leave, then all that is left is cinders and ashes, again no long term potential for HLF. Ackman has shown persistence before, and some his deals have gone on for many years.The actuarial advantage goes to Ackman too.

    The simple fact is, even if Icahn lives long enough to see this deal through, there won't be any long term investors left to sell his shares to, as no one wants to be left holding the bag, when Icahn leaves, one way or another.
    Feb 23, 2013. 07:35 AM | Likes Like |Link to Comment
  • Regenerative Medicine: Some Realism Please  [View article]
    Very interesting article. Thank very much.
    Feb 22, 2013. 05:42 PM | 1 Like Like |Link to Comment
  • Pulling The Plug On Alcatel-Lucent  [View article]
    Just as Obama bailed out GM to save the UAW. Hollande is getting involved with ALU to protect jobs, and also to protect pension plans run by corporations. The unions, that ALU has to deal with, in France and the EU, having been clamoring for pensions to be out of corporate control completely. If I remember correctly, Hollande and his socialists made noises about that issue in the last election campaign. ALU has a massive pension obligation. If France takes over that pension obligation, and pledges their shares of ALU to back it up, then that would not be a bad thing for shareholders, at least not in the short to mid term. Creeping socialism will lead to total destruct eventually. Not immediately. France will put a good spin to their involvement at the beginning. More over, the socialist plan for the whole EU, has been a multinational pension system, without any corporate control, just corporate contributions.

    Taxes are another area where France taking a minority shareholder position in ALU, can be positive for shareholders. Socialists tend not to tax what they own. So tax forgiveness, tax leniency, and even tax free government grants, to save jobs and pensions, could and most likely will happen.

    At ALU's current price, we all know where zero is, and at this price it's worth taking a chance, even buying more, if it goes down from here. It's definitely the time for contrary thinking on this one.
    Feb 22, 2013. 05:34 PM | 3 Likes Like |Link to Comment