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Eric Milner

Eric Milner
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  • New Year's Irresolution [View instapost]
    Considering a large part of the pilates classes are New Years' Resolvers, it may be a good thing that you won't have a clear view until February.

    Funny Article.
    Jan 5, 2015. 11:04 AM | 5 Likes Like |Link to Comment
  • I'd Be Mad At Myself If I Didn't Short These 3 Stocks [View article]
    FYI, ULTA had some pretty big insider purchases today.
    Sep 18, 2014. 06:21 PM | Likes Like |Link to Comment
  • GoPro: Fully Diluted Market Cap Is Really $10.4 Billion - Stock Could Fall 75%+ [View article]
    The catalyst is the lock-up expiration in December.
    Sep 11, 2014. 03:50 PM | 4 Likes Like |Link to Comment
  • Pacific Ethanol: How A P/E Of 169 Can Be A Solid Buy [View article]
    Nice article. Couldn't agree more!
    Sep 2, 2014. 12:26 PM | Likes Like |Link to Comment
  • Update: Theravance Reports Increased Patient Access And High Confidence In Dividend [View article]
    I think the link posted is mistaken. This is showing that he kept TBPH. I think your link may be adding his shares of both companies and listing them under THRX.

    http://1.usa.gov/1pPUf4v
    Aug 14, 2014. 04:34 PM | Likes Like |Link to Comment
  • Update:The Ten Least Wanted List.  [View instapost]
    You're exactly right. Saw you post this earlier in the year. Wish I would've paid more attention...ha
    Aug 12, 2014. 05:33 PM | Likes Like |Link to Comment
  • Update:The Ten Least Wanted List.  [View instapost]
    Nice job!
    Aug 12, 2014. 10:43 AM | Likes Like |Link to Comment
  • What Are Theravance's GSK Drugs Really Worth? [View article]
    Nice article. I agree that there has been an overreaction.
    Jul 29, 2014. 03:43 PM | 1 Like Like |Link to Comment
  • Zillow, Trulia add to gains amid positive merger commentary [View news story]
    Well said mlauritz, couldn't agree more.
    Jul 25, 2014. 02:31 PM | 2 Likes Like |Link to Comment
  • Why I Just Made Montage Technology Group My Largest Short Position [View article]
    Wow, this lawsuit is hilarious.
    Jun 12, 2014. 12:48 AM | Likes Like |Link to Comment
  • 6 Reasons Zillow Is A Sell [View article]
    Ouchies, MD....go easy.
    May 22, 2014. 11:19 AM | Likes Like |Link to Comment
  • Theravance Is A Classic Ben Graham Bargain [View article]
    I'm not 100% sure but my understanding is that in order to receive the dividend, one must purchase before the ex-dividend date not the record date. So I'm thinking anyone who buys before June 2 gets the dividend, it would just be forwarded from the shareholder who owned it before. The wording in the 10 form is confusing me too though.
    May 19, 2014. 01:44 PM | 1 Like Like |Link to Comment
  • Theravance Is A Classic Ben Graham Bargain [View article]
    Just realized there is a THRXV security out there. Yesterday wasn't as good as once thought.
    May 17, 2014. 11:35 AM | Likes Like |Link to Comment
  • Theravance Is A Classic Ben Graham Bargain [View article]
    I think the 9% interest on the bonds is cheaper than the at least 30% premium GSK will need to pay to buy the royalty piece. Also, it would make no sense for GSK to admit they will buy the spin that would drive up the price.
    Apr 22, 2014. 04:22 PM | Likes Like |Link to Comment
  • Theravance Is A Classic Ben Graham Bargain [View article]
    I believe this is the first step to GSK absorbing the royalty side. Use this money for buybacks, increasing GSK's stake. Any offer GSK makes will need to be at a premium to get accepted, therefore the less shares outstanding, the cheaper the acquisition.
    Apr 21, 2014. 02:22 PM | 1 Like Like |Link to Comment
COMMENTS STATS
34 Comments
21 Likes