ari5000

Cramer's Stop Trading! HMOs Are Terminally Ill (9/30/09)

I think history shows doing the exact opposite of Cramer's ideas outperforms following them.

Anyone still long BSC?

Insmed Is Well Positioned to Make a Good Deal

My point is that the delisting is counter-intuitively a GOOD thing. It means management has to act NOW, to save their own jobs, and get the share price up. If INSM stays under $1 too long, it's game over for a steady salary and job perks.

See FNM, FRE, AIG, AXL for how delisting notices can suddenly light a fire under a ticker.

Insmed Is Well Positioned to Make a Good Deal

Jae -- did you realize they received a Non-Compliant Letter a few weeks ago for share price under $1?

Not sure if you did.

I would think this is actually a positive sign as a recent blogger suggested. It means management is going to have to kick it into high gear and push that price up soon (within months) or they're going to lose everything. I bought some today. I've also seen another 'value guy' mention this on another site.

I think this just keeps trending down under the 20 day MA and then makes up for months of dead money with a one day rip as soon as whatever catalyst occurs that gets big pockets to buy in.

Analyzing the Oracle: Berkshire Hathaway Holdings and Analysis

that last one GCI -- is interesting...

anyone know Buffet's cost avg. for GCI?

A123 Systems IPO Meets with Great Success

John,

You don't have any problem with 20x sales? The IPO is bound to stay up -- on a low float, no shorting situation.

In 6 months, we'll have a better idea what the Street really values AONE. I definitely think the way to win though, as you say, is to buy competitors like XIDE at a discount. AONE prone to giving up a lot of gains when the pump ends.

Financial Services Are Too Big for Society

this is true - Wall Street should be free to do what they want.

But there is no attempt to set up rules so that taxpayers never have to pay the price.

The fact that regulations will never be put in place to kill "too big to fail" (so please can I borrow 50 billion?) shows that corporate socialism is here to stay. Our only hope is to vote 3rd party. Our govt. is owned by Wall Street.

100% Gainers and Their Estimated P/Es

as the stock market is now essentially risk-free thanks to Fed intervention.... this list is surprisingly cheap.

how much would you pay if you knew you could never lose?

Financials, Industrials, Materials at Most Overbought Levels in at Least a Year

but priced in dollars, i think the indexes have actually lost ground in Sept.

see how that works?

Adobe (ADBE) seals a definitive $1.8B agreement to acquire Web-measurement firm Omniture (OMTR), a 45% premium over OMTR's 30-day average price. Adobe CEO Shantanu Narayen says the deal - which should let Adobe embed monetization aids into their creative software - is a "game-changer." Dean Takahashi hopes so: That's $150,000 per employee. (ADBE earnings)

it sounds like a very expensive premium for a co. that does not generate a whole lot of money and not much book value either.

but good for OMTR for getting out at the top

Overbought Stocks

It's a very helpful list. Bunch of failed traders in the comment section.

If the data isn't helpful to you, then don't use it. He's presenting data, not making some lame prediction like 'this is the top'.

All stocks tend to undergo reversion of the mean -- even if they do continue to go up for years, there are always short term corrections where a stock will drop to its 50 or 20 day MA -- where most traders are comfortable rebuying and creating true support.

A lot of financials on this list. The squeeze will remain in effect until the $USD rallies. Today the $USD looked like it might revert but finished down once again... so no dice.

Keep this list next to you when the $USD finally makes a swing higher. I bet this whole list gets slammed, far outpacing the drop in the rest of the SPY. But follow your plan. Saying the market will correct "with a vengeance by mid October" is just plain stupid.

And not surprisingly, that kind of opinion probably means the writer hasn't made much money on the best rally in years.

Travel Centers of America: Rare Value Investing Opportunity

TA ran up about 40% last week.

Where we you when TA was in the 3s?

Probably buying.

No thanks.

Baltic Dry Index Signals an Economic Decline

global economy still high on stimulus from U.S. / China...

markets will eventually be fully priced... and stimulus will run out... markets should go full out gangbusters and then crash dramatically... just a matter of getting out at the top and not shorting too early (for those who short).

As debt creation is the only driver of the U.S. economy -- this is pretty much the name of the game -- bubble / bust / reflate -- this bubble we're in now may be the strongest and fastest -- certainly faster than the 'net bubble in my opinion.

Ride til she dies.

Vivus's Qnexa Drug Approval Makes It a Nice Trade

my last comment was deleted?

OK - let me avoid the 'problematic' language.

fen-phen drug caused Wyeth to pay out $13 billion in damages. I'm guessing 99% of VVUS traders don't even have a clue what's in VVUS. All they know is the chart 'looks good' -- but good luck to all. The human body has a lot of defenses to prevent fast weight loss -- biologically speaking -- it's a sign of death. So anything that promotes rapid weight-loss (without any kind of diet or exercise) almost by default will have significant side-effects to create the desired result.

But good luck -- I think the move from 6 to 12 -- was the meat of the move.

Vivus' Qnexa Drug approved by FDA and Seeking a Partner to Sell Its Anti-Obesity Medication

"uses some form of fen-phen medication"


If it's using the same stuff date-drug rapists use, the stuff that resulted in legal damages of over $13 billion for Wyeth after it was pulled, I'm sure FDA approval should be a cinch then.

CombiMatrix: Full Array of Pending Catalysts

it's a speculative name for sure but Mike's articles are usually quite accurate -- he's never going to be 100% right -- too many variables...

I think most of his winning picks do tend to double. Just manage your risk and it's all good.