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ordonezo

ordonezo
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  • Keryx Should Move Substantially In The Next 2 Months [View article]
    MNKD made me a ton of money, and you are comparing oranges to apples. First, there was a big pop based on the Advisory panel recommendation when shorts exited right, then there was another short squeeze in early June. By the time MNKD was approved, approval had already been priced due to the earlier panel recommendation. There is a little more uncertainty with KERX at this point.

    Reg account -Bought MNKD @ $6 on 3/3/14, sold on 6/5/14 @ $10.86
    Roth account -Bought MNKD @ $4.50 3/31/14, sold it on 6/5/14 @$11.00
    Aug 26, 2014. 11:37 AM | Likes Like |Link to Comment
  • Keryx Should Move Substantially In The Next 2 Months [View article]
    @Logical Thought, agree with Fer_Real, why not short upon approval if you think it wont sell much??

    The uptick reaction upon approval is not going to be based on sales potential but on the monumental short squeeze. Your bucket of shorts is going to soon have a huge hole in it leaking cash.

    P.S. the logical thing to do would be to check the Japanese sale for the first 6 weeks. In this respect, your theory does not hold any logical thought, pun intended. Good luck with your short position.
    Aug 25, 2014. 06:43 PM | 1 Like Like |Link to Comment
  • Keryx Biopharmaceuticals: Baupost Group's New Position Suggests A Possible Takeout And 100%+ Gains [View article]
    ...made $300K? Hilarious, you go from ignorance to blatant lies, lol. Thanks for the giggle...
    Jul 26, 2014. 08:29 AM | Likes Like |Link to Comment
  • Keryx Biopharmaceuticals: Baupost Group's New Position Suggests A Possible Takeout And 100%+ Gains [View article]
    Yup, I'm Koolaid drinker since Kerx went over $3, my basis used to be $3.50 but now is around $12 since I started taking some profits around that price. And I don't know what you are referring to "a takeout" since Ron is going at it alone, that's obvious.

    Oh well, like they say the ship sailed but your prior comment about why there isn't a breach of agreement really shows you know very little about the bio industry. If I were you, I would stay very far from bios and find another industry to invest my money.
    Jul 14, 2014. 08:49 AM | 2 Likes Like |Link to Comment
  • Keryx Biopharmaceuticals: Baupost Group's New Position Suggests A Possible Takeout And 100%+ Gains [View article]
    Do you live in La La Land??? Such breach of contract with KERYX will cost them millions plus a lengthy court battle. If it were that easy these types of agreements in the bio industry would not exist, period. Also, these types of agreements are more common than you think...

    If this is your theory for shorting KERX, I recommend that you re-think your it.
    Jun 28, 2014. 08:23 AM | 1 Like Like |Link to Comment
  • Keryx Biopharmaceuticals: Baupost Group's New Position Suggests A Possible Takeout And 100%+ Gains [View article]
    The FDA delay on the CMC issues gave the shorts a small window to get out, by now that window is closing fast and by end of July -August the short squeeze is going to get ugly. Just making money on this short squeeze will be good for some of us, long since it was in the $3 range. Of course I took profits and my basis now is about $12.

    Doctors are liking what they see and the Renagel/Renvela argument is old just like the patent argument from the clown AF from the street. Have you noticed how quiet he is been about KERX lately???

    The author is making some good valid points and bringing up Baupost's position is not even necessary to show KERX's strength/potential. You can leave that part out and you still have a very good case.

    It's your money, invest at your own risk if you are short or long. After all, the higher the short ratio the more I will profit if the FDA approves Zerenex.
    Jun 24, 2014. 10:53 AM | 1 Like Like |Link to Comment
  • PlayStation Now Pricing Details Lowers The Competitive Threat To GameStop [View article]
    It all boils down to resale value, trade in value, and what's easier to gift. Physical discs won't disappear overnight, that would be like saying that Vudu and Netflix will end the sales of DVDs...
    Jun 19, 2014. 10:46 PM | Likes Like |Link to Comment
  • PlayStation Now Pricing Details Lowers The Competitive Threat To GameStop [View article]
    @ worldfoot, we can agree to disagree but you don't hold a monopoly on the absolute truth. I won't say you're wrong but I will say that I disagree with you 100%. The earlier PS3 systems were backward compatible but the newer systems were not. I can only remember buying an old PS2 game and that was because I couldn't find a physical copy but after that I didn't buy any old PS or PS2 games. Games were better and cheaper over time (used and greatest hits). I did buy a bunch of indie and casual games on the PSN network.

    As newer PS3 games came out with better graphics and gameplay the less interested I was in buying older games other than for nostalgic reasons. Besides a lot of PS2 games I never got to buy were then remastered in HD and released for the PS3, same is happening now with PS4, i.e. The Last of Us and GTA V.

    P.S. I doubt you were a GME executive but you're still entitled to your opinion telling somebody else that they're wrong without much support to back up your opinion is just bad etiquette and rude.
    Jun 17, 2014. 09:22 AM | Likes Like |Link to Comment
  • PlayStation Now Pricing Details Lowers The Competitive Threat To GameStop [View article]
    @shkah, most gamers who upgraded to a PS4 are not going to be playing many older PS3 games. I have 2 PS3s and I bought a PS4 but I'm keeping my PS3 consoles and I will keep buying some used PS3 games at Gamestop/Amazon especially for my very young kid.

    There is no way I'm paying for a rental of an older PS3 game on the PS Network especially for games for my son who takes months to play one particular game. Also casual gamers don't have the time to beat a game in a couple of days or one week so it's better to buy them used. PSN rentals don't make much financial sense to me.
    Jun 14, 2014. 08:33 AM | 1 Like Like |Link to Comment
  • What Investors Expect From GameStop's Earnings On Thursday [View article]
    @heliskiier, we're still years away for a direct download only model. First, our internet sucks, most people pay for 10% of what they actually receive. You can pay your ISP for 10mb, 30mb,50mb speed but your ISP is going to throttle your connection. The publishers are trying to mitigate this little problem by letting consumers start their multi-day download process days before the official release. But even then, newer games are becoming larger and larger, a lot of PS4 games are over the 50gb size and a lot of people are not going to do this. Easier to go to the store and grab a physical copy of the game and wait for the 15 minutes installation.

    Now, if you play video games a lot you know you don't buy all your games new unless you have a lot of disposable income. You buy used games on Ebay, Amazon and at Gamestop and you also borrow some games from friends and family. This is why physical sales of games are not going away that easy. Most people after beating a game would rather get some hard cold cash for their games to spend on another game. Even if it's not a lot of money but something is better than nothing. Impossible to sell a game stored on your hard drive...

    WMT is a little late to the party and like Target and Best Buy, it can try but with their horrible customer service they will probably fail too.

    Remember that video spoof from Sony about Xbox1 showing how easy was for the new PS4 players to share games, just hand over the physical copy to your friend, that simple. Besides, GME sells used consoles and is also entering the download arena, and selling Apple products and wireless phones.
    May 22, 2014. 09:14 AM | Likes Like |Link to Comment
  • Whole Foods Market - Investors Capitulate After Lowering Guidance 3 Times In A Row [View article]
    I don't know about the $30 range, maybe $35 but I just don't see $30. For that to happen, think of all the shares the big boys would have to dump to get there. You are talking about almost 20% drop on top of the 20% that already happened. That would be a massive sell off, okay growth has slowed but revenues came in line (up almost 10% compared to last year) and it only missed estimates by $.03. Agree, soft guidance again and sales have slowed down for 3 quarters but with less than 400 stores there is plenty of opportunity for growth. To put it in perspective, Publix has about 1000 stores.

    I also don't see much support for your $30 price valuation, would you care to explain a little more how you made this calculation?
    May 8, 2014. 11:24 AM | Likes Like |Link to Comment
  • Whole Foods Market - A Price Correction Is Needed [View article]
    I don't shop at WFM because there isn't one close by, I live in a big city and we don't have many stores in our market so there is room for expansion. I shop at Costco, BJs, and yes, some produce at WMT since we go there to buy everyday items and sometime toys for the kid. However, when I travel and I see WFM, we shop there and is a totally different experience. We easily make over 100K+ so we don't mind paying an extra $30 on the grocery bill for good quality products, especially fish, and organic produce.

    From what I've seen at WFM, I don't see its customer base leaving in droves to shop at WMT. I just don't see it, I can tell that most of them are upper middle class who don't mind paying a little extra.

    This is the same argument for WMT putting Gamestop (GME) out of business because they will start selling used games soon. No, try to buy a game at WMT and sometimes you have to hunt down an employee who can open the glass case for 20 minutes, forget it. When was the last time you saw a bunch of people buying games at WMT?? If something puts GME out of business is not going to be WMT, it's going to be a failure from management to update the company's strategy and business model.

    Just because WMT enters a new business it doesn't mean it will take significant market share from established reputable companies. I would be more concerned with Costco making this kind of move than WMT since I can see WFM's customers also being Costco members.
    Apr 30, 2014. 08:16 AM | 1 Like Like |Link to Comment
  • Keryx Biopharmaceuticals: Is The High Valuation Justified? [View article]
    Wow, your post didn't get deleted. My post was when I said that I found the lack of disclosure unethical and disturbing. By the way, I don't see anything wrong if you have a short position and you want to write an article about stock supporting your position. Writers in SA with long positions pump stocks all the time too.

    I agree with you, this article is not balanced and he is rehashing a lot of the old arguments. He neglects to mention the partnership in Japan, the efficacy of the drug and how it met both end points, the likelihood of approval, and many other positive things going for KERX.

    I like to see both sides of the argument and keep an open mind. I also like to always know where the author stands, long/short but at the end it doesn't really make a difference because I never buy or sell anything based on what anybody says or publishes.
    Apr 18, 2014. 08:05 AM | 4 Likes Like |Link to Comment
  • Keryx Biopharmaceuticals: Is The High Valuation Justified? [View article]
    @logical, ok I will try to not say anything in 'bad faith" but I'm just going to make an observation, you stated in your reply "I'm short...". I'm pointing out what I think makes the article biased. Hopefully this time my post is not deleted.

    Again, so the partnership with one of the largest drug maker in Japan doesn't count?? I still find it amusing that you you predict the stock hitting $3 but you didn't present any evidence/analysis to back that up.

    BTW, in case you didn't know, let's see if your prediction on how poor the drug will sell comes to fruition:

    News! -- Riona (Zerenex) launches in Japan on May 12 Launch of Riona® Tablets 250mg for the treatment of hyperphosphatemia in Japan Tokyo.

    JT received manufacturing and marketing approval of this drug for the indication of the improvement of hyperphosphatemia in patients with chronic kidney disease (CKD) from the Japanese Ministry of Health, Labour and Welfare in January, 2014.

    Disc: Long until June 7, 2014. I started buying and taking trading spots in the single digits.
    Apr 18, 2014. 07:58 AM | 2 Likes Like |Link to Comment
  • Keryx Biopharmaceuticals: Is The High Valuation Justified? [View article]
    Agree, late to the party but still trying to catch the ship that already sailed...
    Apr 17, 2014. 10:24 AM | 2 Likes Like |Link to Comment
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