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Dave Dawson

Dave Dawson
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  • Danger Zone: Value Investors [View article]
    An excellent article. Who, indeed, hastime to wade through hundreds of pages of a financial report.
    Apr 3 09:35 AM | 2 Likes Like |Link to Comment
  • Dynavax drops request for EU approval of Hepatitis B vaccine [View news story]
    Agree that a statistical plan should have been cleared with FDA before the phase III was launched. I have seen the FDA hold companies accountable for planning that the FDA failed to give advice about during trial planning meetings. I am surprised that the adjuvant did not have its own safety testing independant of the antigen prior to the phase III. Current mgmt seems to be on the right track
    Feb 19 02:37 PM | Likes Like |Link to Comment
  • No love: Sell side remains bearish [View news story]
    I agree. Without a date to go with the indicator it is pretty useless
    Jan 2 02:05 PM | Likes Like |Link to Comment
  • Trinity Industries Inc declares $0.15 dividend [View news story]
    Just a quick glance at the 5 year chart of TRN shows an approximate 400% increase in the stock price. Revenue grows consistently as do profits. In the past year the stock has gone from the high 30's to 56 and change before pulling back a bit after a downgrade of the entire rail car group. The wisdom of the downgrade is questionable in light of TRNs recent announcement of $2 billion orders through 2015. What part of this business model is wrong?
    Dec 15 02:42 AM | 1 Like Like |Link to Comment