Seeking Alpha

katface

katface
Send Message
View as an RSS Feed
View katface's Comments BY TICKER:
Latest  |  Highest rated
  • Minerva Neurosciences Presents Another Buying Opportunity [View article]
    Author's facts are very well-researched, and the conclusions and opinions - based on those facts - appear well-founded. Appreciate the analysis/thoughts of why the surprising price behavior in recent days and post Min-301 news release. I am long NERV and plan to hold.
    Jan 13, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Orbital Sciences Could Explode... Again [View article]
    This analysis is just what I have been looking for, for several months. I felt ORB was undervalued in light of the merger structure, but couldn't understand why other Investors/Funds didn't seem to be seeing that. I hold both ORB and ATK, and wanted to buy more ORB but was fearful I was 'missing' something key. Thanks!
    Dec 24, 2014. 10:57 AM | 2 Likes Like |Link to Comment
  • magicJack: Short-Term Catalyst, And Significant Upside [View article]
    A well-researched and thorough piece by Mr. Delano. Opinion is included, and/but is clearly stated to be such; (cannot say that about ALL SA works, imho.) I am long CALL with a small position, and learned some new things in this article. The case made therein is persuasive, and I may by some more tomorrow, into ER.
    Aug 10, 2014. 04:48 PM | 1 Like Like |Link to Comment
  • Inteliquent: Upside Likely After Recent Drop [View article]
    This piece presents rays of hope after a month of gloom. I have been debating whether to take my losses and move on, or wait for better days. I appreciate having an optimistic analysis to consider, in the balance, with the negative ones.
    Aug 1, 2014. 08:58 AM | Likes Like |Link to Comment
  • Questcor's Acthar Gel: Clinical Usage Suggests Efficacy [View article]
    Excellent, thanks for this much need response to other, far less researched or intelligent pieces. Also good comments from many and in partic, seekingthetrooth.
    Jul 10, 2014. 10:29 AM | 2 Likes Like |Link to Comment
  • Questcor And Mallinckrodt: The Good, The Bad, And The Ugly [View article]
    This thorough and thoughtful analysis of facts, deductive opinion, and commentary on 'other people's' analyses and accusations... is much appreciated.
    It would be nice if the SEC would look into the "astonishing" amount of short interest and the borderline criminal but certainly vicious, many public/media attacks on the company/drug.
    Jul 1, 2014. 11:27 AM | 4 Likes Like |Link to Comment
  • Orbital Sciences And Alliant Techsystems Look Like A True Win-Win [View article]
    Mr. Simpson, thanks for your article! I see you've calculated about $31 fair value for a share of Orbital. Media reports that the deal is that ATK will swap 0.449 of its shares for each share of Orbital. Why isn't it correct to calculate fair value for an Orb share at .449 x price of ATK share?
    Apr 30, 2014. 03:55 PM | Likes Like |Link to Comment
  • Intercept Pharmaceuticals (Part II): The Short Story Is Over, Time For The Long Story [View article]
    Many thanks for this thorough and timely analysis; and explanation of the various analysts' price targets.
    Apr 11, 2014. 08:22 AM | 3 Likes Like |Link to Comment
  • If Yelp's CEO Refuses To Own Any Shares, Why Should You? [View article]
    Thanks Mr. Galas, for providing link, this is a source I also go to for Insider. We can note that each time he sold, (looking back at last handful of sales), his end result was zero. It appears that his compensation plan rewards him with periodic stock options, which by the Plan's milestones, he exercises and sells /each/ time.
    I believe it likely that some others on Management team have similar compensation/reward arrangement; the frequency of selling and clear lack of effort at TIMING the sales, suggests so.
    Mar 10, 2014. 02:50 PM | 1 Like Like |Link to Comment
  • If Yelp's CEO Refuses To Own Any Shares, Why Should You? [View article]
    I checked multiple sources of Insider Selling and do not find any recent activity for Stoppleman. In your piece, you write that he..."SEEMS to own almost no shares". You must cite your source for this assumption, or it is worthless. You give yourself authority to speak for YELP Management by stating in a factual manner that 'they think the company is massively overvalued.' Please also review your fellow SA writer Scott Ryan's piece titled "Insider Selling At Yelp Is A Non-Issue" from 9/26/2013 to assure yourself that you know exactly how the CEO is compensated and how his personal 10b5-1 trading plan is set up. Oops... you should have checked that before you published. Lastly - I hate the thought that you get more money from SA because I am commenting. Sadly, that arrangement encourages publication of purposely contentious writing.
    Mar 10, 2014. 01:28 PM | 2 Likes Like |Link to Comment
  • Don't look now, but momentum stock Intercept Pharma is rallying again [View news story]
    To make the highly leading statement that the writer concludes with, without including any related facts, feels unethical. Am making a note of writer's name so I do not click on any more of .. whoops no name given. Just SA.
    Feb 28, 2014. 12:49 PM | Likes Like |Link to Comment
  • First Solar: Was This Bad Quarter An Exception? [View article]
    Thanks for your summary, and analysis. I know we dont have all the explanations from the company yet, but I am interested in a response to FinIceberg comments, from you Jacob or any other reader.
    Feb 26, 2014. 07:58 AM | Likes Like |Link to Comment
  • Intercept Pharmaceuticals: 6 Different Insiders Have Sold Shares This Year [View article]
    As well all know, Insiders sell for many reasons. Your data conveys to me that the Insiders are not that saavy, as shown by the fact that a lot lot more was sold before the recent run up. I do appreciate the article, just do not agree with the conclusion that going Short is the right strategy.
    Jan 21, 2014. 11:32 AM | Likes Like |Link to Comment
  • Why Cirrus Logic Will Survive And Thrive By Swimming Next To Apple [View article]
    Thanks for this analysis of the company's strategic approach, and of the aftermath of its recent Earnings Report. Have been struggling to understand what caused the sell-off. This piece helps!
    Oct 31, 2013. 08:47 AM | 2 Likes Like |Link to Comment
  • Insider Selling At Yelp Is A Non-Issue [View article]
    Thanks for this well-written article. Yours is a well-argued position on the subject.
    Sep 26, 2013. 03:58 PM | 1 Like Like |Link to Comment
COMMENTS STATS
27 Comments
27 Likes