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  • Mallinckrodt Transfers Questcor's Risk Onto Its Shareholders [View article]
    Been long $MNK since shortly after the spinoff, this definitely changes the story. $MNK is trying to expand its drug portfolio and drawn down its imaging business (maybe sell it entirely?). I like that story, I like the acquisitions of new drugs on principal, but this isn't just adding another drug, its upping the entire risk/reward of the stock. I'm staying long but basically moving $MNK from what I considered a "safe" small growing drug company to the speculative part of my portfolio.
    Apr 8 02:18 PM | 2 Likes Like |Link to Comment
  • Tedizolid gets a thumbs up [View news story]
    no surprise there.
    Mar 31 12:35 PM | Likes Like |Link to Comment
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly [View article]
    Wait so how exactly can I invest in magic pants? After missing solar, 3D, and sliced bread, I refuse to miss this one.
    Mar 19 06:07 PM | 6 Likes Like |Link to Comment
  • Krispy Kreme Doughnuts misses by $0.01, misses on revenue [View news story]
    numbers were supposed to be bad, they guided for that and bad weather lowered expectations. what matters is they upped the buyback and guidance, haven't read through completely but the same store sales were ok considering the weather and should be better next quarter
    Mar 12 05:05 PM | Likes Like |Link to Comment
  • Cerberus buying Safeway; shares -4.9% AH [View news story]
    Looks like a good deal to me. I only wish I had bought SWY at 17 at the beginning of 2013. Instead I bought WFM. BAH
    Mar 6 08:38 PM | Likes Like |Link to Comment
  • GE +1.8% as Jeff Immelt spends his entire 2013 cash bonus on shares [View news story]
    why in the world would you wait holding shares of a company you hate? if you don't like it, dump your shares now...
    Mar 4 05:03 PM | 8 Likes Like |Link to Comment
  • Russian troops return to bases after exercises, world stocks rise [View news story]
    wth Putin, I wanted cheaper stocks tomorrow. shopping list still has a few names on it.
    Mar 4 02:46 AM | 1 Like Like |Link to Comment
  • Tesla Motors sets in motion $1.6B convertible note offering [View news story]
    lol at the convertible joke.

    Its a debt offering, convertible means that at maturity the holders of the debt can choose to be paid in a set amount of stock instead of cash
    Feb 26 04:43 PM | 2 Likes Like |Link to Comment
  • As legal woes mount, BofA raises estimate of possible litigation-related losses to $6.1B [View news story]
    yes, when you sell your shares
    Feb 25 06:11 PM | 7 Likes Like |Link to Comment
  • Bubbly farmland prices pricked? [View news story]
    Yikes. Don't like the sound of this
    Feb 13 12:22 PM | 1 Like Like |Link to Comment
  • Antibiotic Companies To Cash In On In 2014 [View article]
    Great article. I've been long $CEMP and $TTPH for awhile, stayed out of $DRTX though. I figure they have a good shot of Dalbavancin finally getting approved this time around after so many response letters but don't see it as compelling as solithromycin or eravacycline.

    Tetraphase's platform is the most interesting to me, as you said more risk, but I also think more reward as if they can get one drug approved, they should be able to find several more useful synthetic tetracyclines. If they get a couple more through phase II trials then the company will be juicy acquisition target, though that would be a couple years and a couple equity raises out.

    Also been long $CBST awhile (and had $TSRX), this flu season is definitely helping them this year.
    Feb 13 11:19 AM | 1 Like Like |Link to Comment
  • iPhone 6 reportedly won't have sapphire cover glass; GTAT slides, GLW higher [View news story]
    Said it before and I'll say it again, Apple wants sapphire for watches and other small use cases like the button, its not for the full screen yet. Cost is not the main issue here, its the tinting and lower amount of light sapphire lets through. Apple cares far more about how the screen looks than anything else and won't risk changing that until its perfect.
    Feb 11 01:25 PM | 2 Likes Like |Link to Comment
  • A trend to watch in the restaurant sector [View news story]
    After the last quarter $KKD, while still expensive, is in a range to be taken out, not that I really want it to
    Feb 7 03:34 PM | 2 Likes Like |Link to Comment
  • Nokia settles IP dispute with HTC, shares jump [View news story]
    amen to that
    Feb 7 03:30 PM | Likes Like |Link to Comment
  • Atlantic Securities gives the nod to Union Pacific [View news story]
    I'm expecting one later this year
    Feb 6 06:05 PM | Likes Like |Link to Comment