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TruffelPig

TruffelPig
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  • The Market Peak Is In [View article]
    So many bears :) - lovely. Time to buy.
    Sep 2, 2015. 03:18 PM | 4 Likes Like |Link to Comment
  • Stick with "market darlings," RBC analysts say [View news story]
    No AAPL and CELG on that list? Or GILD? Or a little ISIS and ALNY?
    Aug 25, 2015. 10:09 PM | 4 Likes Like |Link to Comment
  • Why I Bought The Dips In Both Gilead And Achillion Today [View article]
    I Actually bought ACHN today myself. My GILD position is already enormous and occupies 20% of my stocks.....I am still tempted to buy even more.
    May 20, 2015. 07:15 PM | 2 Likes Like |Link to Comment
  • Sarepta to initiate rolling NDA submission for eteplirsen; shares jump 38% [View news story]
    Derekmw - SRPT chemistry is much better and safer and drug actually seems to work. Not too sure with the other drug at all.
    May 19, 2015. 08:14 PM | 2 Likes Like |Link to Comment
  • Celgene Q1 revenues up 20%; net income up 157%; CF Ops up 54% [View news story]
    I own both and will not sell. I might buy more $CELG calls though :)
    Apr 30, 2015. 12:32 PM | 3 Likes Like |Link to Comment
  • Looking At Biogen Through Warren Buffett's Eyes [View article]
    Well, Biotechs have this surprise element in addition to the naked numbers. If the Alzheimer drug ever gets approved the stock will be much higher than your projection. They have a good pipeline. Management obviously knows how to execute. I bought some after the recent drop in share price - I sold my position before at 380. Complete position in synthetic longs.
    Apr 29, 2015. 09:57 PM | 1 Like Like |Link to Comment
  • Preparing For The Market's Collapse [View article]
    I think it is funny that the author believes in a worst case cash is good. In a worst case you can burn your cash. There were times when they carried cash in wheel barrows in Germany when they all of a sudden got hyper-inflation. If everything collapses the value of money becomes 0.
    Apr 27, 2015. 08:31 PM | 2 Likes Like |Link to Comment
  • The Truth About Falling Oil: Demand Destruction [View article]
    One example is hilarious: 26% of German power supply comes from renewables. That is correct. But how much comes from oil? The answer is: nearly 0 for many many years because there is coal and gas and imported nuclear energy. Not a drop of oil is saved by Germany using alternative energy because the number of electro cars is small. Also, Germany is noticing the high costs of the new energy policy. Most oil in Germany is consumed by transportation. German oil consumption has remained nearly constant the last 5 years. It has fallen because of more efficient use prior to this.

    Suggested reading:
    http://bit.ly/1CXY8rJ
    Apr 14, 2015. 08:35 PM | 4 Likes Like |Link to Comment
  • Goldman serves up 19 best stocks to short [View news story]
    I think shorting $CELG is outright dangerous. That company is executing much to my liking actually.
    Apr 14, 2015. 08:01 PM | 21 Likes Like |Link to Comment
  • A New Fifty-Year-Old Hepatitis C Drug [View article]
    I can only laugh at this article. At least you made me laugh! Kudos for that!
    Apr 9, 2015. 08:38 PM | 1 Like Like |Link to Comment
  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    You should hold 12 month anyhow at least, no? The taxes.
    Mar 19, 2015. 02:23 PM | 1 Like Like |Link to Comment
  • Investors Should Realize That The Market Is Usually Right [View article]
    Yes, same thing they said with AAPL. This is a transition period from rapid growth to value and will take some time. But GILD is a buy.
    Mar 12, 2015. 10:37 AM | 1 Like Like |Link to Comment
  • Nordic American Tankers Offers Tremendous Potential Upside [View article]
    Great article. Have you by any chance looked into NAO as well? I don't understand the low share price in NAO as well as in NAT.
    Mar 12, 2015. 06:43 AM | Likes Like |Link to Comment
  • Why The Dry Shipping Market May Be More Hopeless Than We All Thought [View article]
    To reduce the complete dry ship market to iron ore shipping is pretty interesting. It is about 30%: http://bit.ly/1CKOFJj

    Second, more transport is more transport of iron ore. The math is correct of the author, but the conclusion is wrong.

    Third, a serious discussion of dry bulk capacity must include discussion of the new build/scrapping balance. This is obviously key together with commodity demand.
    Feb 9, 2015. 05:47 AM | 2 Likes Like |Link to Comment
  • Breitburn Energy downgraded at Credit Suisse after recent bounce [View news story]
    Hahaha, sure - step on it while you can. Someone should downgrade Credit Suisse to underperform.
    Feb 4, 2015. 10:11 AM | 10 Likes Like |Link to Comment
COMMENTS STATS
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4,006 Likes