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  • Biogen Q2 top line up 7%; EPS up 31%; guidance lowered; shares off 6% premarket  [View news story]
    Given that the formation of beta-amyloid plaques physically stress brain tissue, my question would be to ask how long after diminution of the plaques does it take for brain tissue function to recover? Perhaps the apparent disappointment of Biogen's drug on cognition is simply a kinetic effect, a lag period in the kinetics of brain tissue recovery. If true, then measuring recovery of cognition over a longer period of time could show a more positive effect of plaque diminution.
    Jul 24, 2015. 10:38 AM | 3 Likes Like |Link to Comment
  • Berkshire Hathaway Leads Bond Market Risk Ranking Of Financial Firms  [View article]
    I have heard that BRK holds 60 Billion in cash equivalents. 20 Billion is set aside to cover problems which may arise from the re-insurance business. So, the question seems to come down to the adequacy of 40billion to cover BRK's debt.
    Jun 16, 2015. 09:35 AM | Likes Like |Link to Comment
  • Linn Energy +3.3% on Raymond James upgrade, LinnCo +4%  [View news story]
    It isn't just shorts. Look at Barron's. Instead of being a reporter of news, these people are tripping over themselves trying to make news. I'm done with them.
    Dec 20, 2013. 07:21 AM | 2 Likes Like |Link to Comment
  • Barrick Gold's Critics' Wishes Come True  [View article]
    China is letting the yuan float up. They say that means fewer dollars will be purchased by China. That should be good for gold.
    Nov 20, 2013. 07:41 AM | Likes Like |Link to Comment
  • Linn Energy Cuts Transparency  [View article]
    Up over 4% today!! My advice, buy the stock and retire or find another stock to dump on!
    Oct 29, 2013. 09:39 AM | 3 Likes Like |Link to Comment
  • "We reiterate Sell," says Hedgeye's Kevin Kaiser, responding to the Goldman upgrade of Linn Energy (LINE) and LinnCo (LNCO). "Maintenance capex is understated by $150M per quarter - nearly 100% of distribution ... Derivatives accounting method generated 29% of DCF in Q1. Concerns are not overdone."  [View news story]
    Goldman's not the only one. Merrill's recent analysis was positive and Cooperman's article was very clearly positive.
    Jul 17, 2013. 04:51 PM | 1 Like Like |Link to Comment
  • The Team Alpha Retirement Portfolio: Sometimes Being Right Takes Time  [View article]
    One not often mentioned point is that the SEC said that their request does NOT imply a negative opinion. If true, at least initially, people (and computer programs) are dumping their holdings of stock in these companies for no good reason.
    Jul 2, 2013. 11:01 AM | 7 Likes Like |Link to Comment
  • Intel Q3 Earnings Beat Overshadowed By Future Prospects  [View article]
    I write scientific manuscripts and books containing results from my research. There is no way I'm going compose on my iPad or my iPhone (God forbid!!!). PCs are here to stay. But at what level? And there is the cloud. Would I like to have none of the above, or a brain implant where I could take my notes and write my paper in the cloud by just thinking!! It's the cloud baby!! And INTC is at the center of the storm!!!! Or so I've been told.
    Oct 17, 2012. 05:25 PM | 3 Likes Like |Link to Comment
  • No Pressure On Interest Rates  [View article]
    One way to boost demand is to bypass the banks and send me and my fellow Americans monthly tax-free checks. We might pay some debt off, but you can bet we'll spend it! Jobs will be created and the global economy will get out of the ICU? If the Fed is going to print money, get it directly to the consumer. There is another way. Eliminate the income tax. Put in a VAT. That will broaden the tax base and put spending and taxation in the hands of the people.
    Aug 10, 2012. 09:27 AM | Likes Like |Link to Comment
  • The Bearish Case For Level 3 Communications  [View article]
    I don't remember the specifics, but in general I recall that some LVLT bond holders exchanged a large dollar value of their bonds for LVLT stock. In bankruptcy the bond holder can expect to get something back from the liquidation process. The stock holder gets nothing. I viewed this move as a vote of confidence in LVLT. Or perhaps those bond holders need a mental exam! I doubt the latter.
    Apr 24, 2012. 02:36 PM | Likes Like |Link to Comment
  • Ultra Petroleum (UPL -4.2%) dips after Stifel Nicolaus cut its rating on the shares to Hold, citing a diminished outlook for natural gas prices. The firm notes that 96% of the company's volumes are in natural gas, so it's likely management will have to cut spending plans if prices remain near or below current levels.   [View news story]
    The natural gas market reminds me of the gold market when it was 200 an oz for years. No one wanted it, except those now very wealthy investors who kept buying it. Nat gas is being ignored due to the coal and railroad lobby. One day we will all wake up to the "Crude" reality that we have made a mistake by not developing nat gas in the U.S. The question for a company like UPL is whether it can survive.
    Jan 17, 2012. 10:11 AM | Likes Like |Link to Comment
  • Dec. ADP Jobs Report: +297K vs. +100K expected and +92K prior (revised from +93K). The pace of job growth was "well above what is usually associated with a declining unemployment rate... After a mid-year pause, employment seems to have accelerated."   [View news story]
    Has one ADP report solved state and local budgetary problems? These layoffs are starting to be reported. This will be big, and bad, don't yea think?
    Jan 5, 2011. 09:18 AM | 2 Likes Like |Link to Comment
  • Dec. ADP Jobs Report: +297K vs. +100K expected and +92K prior (revised from +93K). The pace of job growth was "well above what is usually associated with a declining unemployment rate... After a mid-year pause, employment seems to have accelerated."   [View news story]
    Here is a truth if ADP predicts a sustainable truth: Higher Interest Rates! Much Higher! A dead housing market. More defaults by consumers.Less spending. Less corporate growth. More unemployment. It's debt not employment that is the elephant in the room..
    Jan 5, 2011. 09:12 AM | 3 Likes Like |Link to Comment