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8866171

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  • Why Pacific Health Care's Q1 And Outlook Are Even Better Than You Think [View article]
    Thanks for the article. Have you heard any info on trying to increase the liquidity of the stock, perhaps from a stock split or better investor relations? I own shares but don't recommend it to friends because of its illiquidity. Average volume per day is something like 400 shares traded per day.
    May 21, 2015. 12:26 PM | Likes Like |Link to Comment
  • Interest picks up in Westport Innovations [View news story]
    Wise words, Kevin. With WPRT, trade it but don't marry it.
    Apr 17, 2015. 12:11 PM | 2 Likes Like |Link to Comment
  • Global Oil Supply And Demand: Early 2015 Review [View article]
    Take a look at EROC and MEMP. They both have ample liquidity and are VERY well hedged for 2015 and 2016.
    Apr 15, 2015. 03:23 PM | 1 Like Like |Link to Comment
  • My Best Long Idea For 2015 Is Up 100%, So Genworth Is My New 'Top Pick' [View article]
    Hawkinvest,

    I want to thank you for the MDR pick. I followed your lead back in December and bought some Jan '16 $MDR calls. Sold half for a 100% gainer and now have the rest. There are still 45 million shares short and I'm waiting for a little more short covering before

    I'll take a close look at Genworth. Again thanks.
    Apr 14, 2015. 11:12 AM | Likes Like |Link to Comment
  • Harvoni Continues To Dominate Hep C Market, Market Continues To Undervalue Gilead [View article]
    tmoney2555

    I agree that ABBV numbers are likely under-reported. I don't think they're capturing over 20% of the Hep C market, but I suspect V-Pak will surprise nicely to the upside when Q1 is reported.

    I've been long ABBV recently but GILD is a longer term hold for me. GILD longs tend to get a little cray-cray when it comes to the GILD vs. ABBV HEP C battle. A lot of confirmation bias. Anyway, it's okay to trade both folks.
    Apr 13, 2015. 10:22 PM | 4 Likes Like |Link to Comment
  • Harvoni Continues To Dominate Hep C Market, Market Continues To Undervalue Gilead [View article]
    Only one comment on Europe? Nothing on Japan in the coming quarters?

    The U.S. TRx alone should lift GILD's top and bottom lines well above guidance. See http://bit.ly/1pzKCu1 for a more detailed (and admittedly effusive) analysis of the U.S. numbers.

    But France alone was worth 17,000 prescriptions in the last half of 2014. Germany made a volume deal with GILD that will greatly impact Q1 numbers. Spain has committed to fully funding HEP C anti-virals, though Spain does have a smaller HEP C community. There's already good prescription news out of Catalonia and Andalucia (Search http://bit.ly/1yly65Y for "Hepatitis" to find funding commitments ). Recent news out of Scotland and Canada also bode well for Q2.

    And GILD's recent entry into the huge HEP C Japanese market should mean at LEAST a slight upward revision in 2015 guidance.

    In terms of Harvoni/Sovaldi prescription numbers, based on the international data, I'd add at least 25% to the U.S. numbers.
    Apr 13, 2015. 10:16 PM | 8 Likes Like |Link to Comment
  • A Side By Side Comparison Of The Top Hedge Books In The Small Cap E&P Sector. [View article]
    Salvador--Thanks for a great article.

    Thoughts on EROC? I believe they have a similar hedge profile to MEMP through the end of 2016.
    Apr 13, 2015. 09:15 AM | Likes Like |Link to Comment
  • What I Am Looking For From Gilead Sciences' Earnings Release [View article]
    Might be worth it to add a couple percent to the GILD's non Hep-C palette. They raised prices on 7 products back in January, generally between 4 and 9%. http://cnb.cx/1I1frMK
    Apr 11, 2015. 12:25 AM | 3 Likes Like |Link to Comment
  • Freshpet - Solid Quarter, Long-Term Appeal Is Limited [View article]
    Ssteve,

    Definitely a short squeeze. It's too easy for GS and their ilk to squeeze a low float stock with such huge short interest. Another ten percent gain and I'll likely short this one as well via way-way-out puts.
    Apr 7, 2015. 03:30 PM | Likes Like |Link to Comment
  • AbbVie: Is There Enough Time To Promote New Drugs Before Humira Patent Expired? [View article]
    I've been trying to figure this out but have read mixed reports. Do the SYM/BBG numbers include Express Scripts. Some have said yes; others have said that $ESRX does not report its scripts.
    Apr 4, 2015. 12:17 PM | 1 Like Like |Link to Comment
  • Where Is Natural Gas Going? [View article]
    I could see being bullish long term, but short term, I see production and demand pressures on NG price. http://1.usa.gov/AguyqD
    Mar 17, 2015. 09:37 PM | 3 Likes Like |Link to Comment
  • EIA Natural Gas Inventory [View news story]
    But where is this week's demand going to come from? Snow on the ground a week ago. My back door is open and it's not even ten a.m. yet.
    Mar 12, 2015. 10:44 AM | Likes Like |Link to Comment
  • Opower: Beaten Down But Not Beat [View article]
    Glory,

    Only you and other readers can decide whether or not my comments "hold much in terms of a legitimate argument." I'm fine with that.

    You're probably right. I think today's close at 9.89 was a not-completely-insane price to buy in. However, I'm going to wait.

    The funny thing is--I like what OPower does. I actually wish them well. I hope they succeed. As an American who believes in established Climate Science, I sincerely, desperately, want Opower to succeed. But Laskey and Yates leave a nasty taste in my mouth. They sold their shares to the worst kind of small money retail investor--the idealists who believe in putting their money towards something good. Laskey and Yates, IMHO, prove once again the worst--or more likely the average--aspects of Wall Street greed and hubris. They pump b**sh*t and sell it to Main Street. That's the game.

    When they stop dumping tens, occasionally hundreds of thousands of shares, seemingly every week, I'll be a buyer.

    There's a strong likelihood that OPWR will bounce off these oversold levels, but again, I'm not swing trading OPWR till RSI is basement-below-the-bas... low. Until then, I'm waiting until it's under $7. I'll be far more comfortable with it under $5.

    Fortunately or unfortunately, you can't prove me wrong. Only the market and perhaps Laskey and Yates can.

    Good luck trading/investing. I sincerely mean that.
    Mar 6, 2015. 11:58 PM | Likes Like |Link to Comment
  • Opower: Beaten Down But Not Beat [View article]
    Glory,

    Fair points all, but hear me out.

    Daniel Yates. Annual Salary: $251,000
    Stock sales Last five months: 8,041,000

    Do you think he's earned his $8 million in share compensation? I don't know the status of his 10b5 and how long he plans scheduled sales, but at this rate he'll "earn" around $13 million over a 12-month period. Meanwhile, stock has dropped 40% since he started selling. Again, the company is burning cash, with no reasonable expectation of profitability over the next 12 months.

    If a correction comes, and I think it will, companies like OPWR will tank hard as investors rotate into safer equities.

    Buyer beware.
    Mar 6, 2015. 03:25 PM | Likes Like |Link to Comment
  • Opower: Beaten Down But Not Beat [View article]
    I may trade it technically at a sub 20RSI, but long term, I think OPWR is a buy under $7, and even then I would only start a small starter position. Insiders are falling over themselves to unload their shares before then. Insider dumps have increased the float by 5% just in the past four months.

    Don't be fooled: If OPWR were the growth story some claim, Laskey and Yates wouldn't be dumping as many of their shares as they can.

    http://bit.ly/1BWeTcr
    Mar 6, 2015. 11:06 AM | Likes Like |Link to Comment
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