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Sailfish

Sailfish
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  • Let's Talk About SAEX, Baby: Bull Vs. Bear Debate On SAExploration [View article]
    I would like to hear from Chris W. and Mike on their latest thoughts re: SAEX and the 2nd qtr. earnings. Come on guys let's keep the debate going.
    Aug 8 08:10 AM | 1 Like Like |Link to Comment
  • Silicon Image Is An Undervalued Stock With Strong Growth Potential [View article]
    Thanks, I am sticking it out also. I think this could be a buyout candidate .
    Jul 31 03:20 PM | Likes Like |Link to Comment
  • Silicon Image Is An Undervalued Stock With Strong Growth Potential [View article]
    Are you still bullish on simg. If so please elaborate why we should be buyers. They do have a ton of cash and should do a special dividend or massive buy back.
    Jul 31 06:05 AM | Likes Like |Link to Comment
  • Is Bank Of America A Better Buy Than This Peer? [View article]
    There was a interesting chart in this weeks edition of Barron's which I read and gave to my neighbor. So I am doing this from memory. The chart was a listing of the assets under management held by all the big banks and broker's. UBS was in first place with $2.9 trillion and BAC/Merrill was in second place with $2.7 Trillion most of the others including Citi ,JPM were below $1 trillion of AUM. My point is that in the long run the Merrill acquisition may turn out to be a winner at some point. Also Merrill is doing quite well in the investment banking arena these days.
    Jul 20 03:05 PM | Likes Like |Link to Comment
  • Is Bank Of America A Better Buy Than This Peer? [View article]
    Wharton: JPM has a Tangible book value of $39 and it is trading at $58. WFC has a Tangible book value of $26 and it is trading at $51. BAC is way undervalued at the moment.
    Jul 19 07:50 AM | 1 Like Like |Link to Comment
  • Update: Bank Of America Earnings - Net Interest Income Continued To Fall; Definitely Worrying [View article]
    You failed to mention that they have done a excellent job trimming operating expenses. Also they meet all 2019 Basel requirements currently. Once they put the mortgage litigation stuff to rest then I see much higher stock price. I think this is the best big cap stock buy now.
    Jul 18 01:17 PM | 6 Likes Like |Link to Comment
  • Senomyx - Addressing Each Bearish Claim [View article]
    RIMA Senvest wants to increase its position in SNMX from 13% to 20%. They obviously believe in the products and future of SNMX. Good news in my opinion.
    Jun 3 08:43 AM | Likes Like |Link to Comment
  • Senomyx - Addressing Each Bearish Claim [View article]
    Insider buying per recent filing
    May 15 07:18 PM | Likes Like |Link to Comment
  • Let's Talk About SAEX, Baby: Bull Vs. Bear Debate On SAExploration [View article]
    10% holder John Pecora has been buying a bunch of shares recently according to his SEC filings.
    May 15 03:15 PM | Likes Like |Link to Comment
  • Ares Management With $74 Billion Looks Mighty, Moving Into This Week's Biggest IPO [View article]
    I started a position yesterday at $17.50. I would love to hear what the bear case is ?
    May 13 05:14 AM | Likes Like |Link to Comment
  • U.S. IPO Recap: 16 IPOs In A Row Price Below Their Midpoint [View article]
    ARES has $billions of AUM not millions.
    May 11 03:04 PM | Likes Like |Link to Comment
  • Senomyx - Addressing Each Bearish Claim [View article]
    There are zero HEK cells any SNMX products. SNMX used info derived from the human genome sequence to identify hundreds of taste receptors. Most drug companies use these human genome sequences to develop products that people ingest into their bodies every day in large amounts. Food companies that use and will be using SNMX products will be using tiny amounts of the flavor enhancer (one part per million). This enhancer is so miniscule it will not even be listed as an ingredient. It is more dangerous to drink a glass of tap water.
    May 7 08:31 AM | Likes Like |Link to Comment
  • Senomyx - Addressing Each Bearish Claim [View article]
    By the way I have tried a number of the new products with these zero calorie sweeteners like Trop 50/50 and they suck. I also don't like diet soda and Ice teas and only drink the high calorie stuff. I do not think I am alone. Every summer I buy a 12 pack of diet coke to have around and I always wind up throwing away 8-10 cans. I go through cases and cases of regular soda and Ice tea. If Pepsi gets it right with the taste this will be huge. It is a win for Pepsi because their margins will go up with less corn syrup and a win for the consumer because he is getting the same product taste with less calories.
    May 2 12:06 PM | 1 Like Like |Link to Comment
  • Senomyx - Addressing Each Bearish Claim [View article]
    I remember about 15 years ago Dr. Akins was pushing Stevia for his diet. Not many people ever heard of it. Now it is showing up in everything and being talked about by Dr. Oz and others. Food companies take a long time to adopt new ideas. It won't be long before we see a ramp in sales. Pepsi is very much in the picture and once they adopt it others will follow. As the CEO said yesterday and has said in prior calls they expect their progress to show up in the second half of 2014. This stock can explode to the upside.
    May 2 11:52 AM | 1 Like Like |Link to Comment
  • With GRAS Status In Hand, It's Close To 'Go Time' For Senomyx's Partners [View article]
    Great news today.
    Apr 9 08:26 AM | Likes Like |Link to Comment
COMMENTS STATS
181 Comments
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