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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]

    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]

    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 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 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%.
    Apr 11, 2015. 12:25 AM | 3 Likes Like |Link to Comment
  • Freshpet - Solid Quarter, Long-Term Appeal Is Limited [View article]

    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.
    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]

    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]

    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.
    Mar 6, 2015. 11:06 AM | Likes Like |Link to Comment