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cnylax44

cnylax44
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  • Isis - Addressing Some Of The Bull Arguments To My Short Thesis [View article]
    Amazing---another example of off-the-cuff analysis. Stock TRIPLES in value & not a word is heard. It just goes to show how little people know about the subjects they post articles on.
    Mar 18, 2015. 10:37 PM | 2 Likes Like |Link to Comment
  • Biotech: Expect The Sector To Underperform Going Forward [View article]
    Lots of generalizations applied to microcap & small cap companies which are in the developmental stages. Profitability doesn't just happen over night or go out the window if the Fed chooses to raise rates from ZERO. This is not Paul Vilker raising rates to double digits.

    I also don't see too much understanding on WHY biotechs have outperformed over the cycle. I like the comparison to REITs ! That's a good one ! Small developmental companies vs. managing rents !
    Mar 16, 2015. 04:20 PM | Likes Like |Link to Comment
  • Gilead, Mylan, And J&J: Cheap Compared To Peers [View article]
    You are a riot ! I get a kick out your analysis----grouping hundreds of companies under one heading "biotechs" and then comparing them ALL to megacaps like JNJ, GILD & even a changing generic MYL.
    Mar 6, 2015. 02:00 PM | 3 Likes Like |Link to Comment
  • Pharmacyclics Could Very Well Be The Next Alexion Pharmaceuticals [View article]
    You must be either new to ALXN or new to the sector.
    Feb 23, 2015. 03:33 PM | 3 Likes Like |Link to Comment
  • Michael Kors: Will The Post-Earnings Stock Declines Ever End? [View article]
    It may be time for you to discover the many bear arguments out which has helped drop KORS 30 points or so. Clearly the institutional investors are not buying your P/E argument.
    Feb 6, 2015. 02:20 PM | 2 Likes Like |Link to Comment
  • Gilead: Long-Term Investors Should Buy Any Dip [View article]
    GILD is the new AMGN---slower growth, pays a dividend, excellent at financial engineering, a nice portfolio stock. At $ 160 billion market cap it's best days are in the real view mirror.
    Feb 5, 2015. 09:46 AM | 8 Likes Like |Link to Comment
  • Post-Earnings, Alexion Is Financed Heading Into Q1 Regulatory Catalysts [View article]
    Nice summary of the wall street reports.
    Feb 3, 2015. 11:19 PM | Likes Like |Link to Comment
  • My Best Idea For 2015 - American Airlines [View article]
    Your article is a good summary of all of the Wall Street research that is out there supporting AAL.
    Jan 21, 2015. 07:54 AM | 1 Like Like |Link to Comment
  • AcelRx Should Trend Higher As FDA Approval Is Likely At End Of This Month [View article]
    Any update on this one ??
    Jan 7, 2015. 09:23 PM | Likes Like |Link to Comment
  • Despite Positive Phase 3 Results, Radius Health May Warrant A Short Sale [View article]
    You failed to note that one of the premier biotech analysts for the last 20+ years on Wall Street---Dr. Eric Schmidt of Cowen---says that RDUS should trade to the low $60s after this very important data was announced. It is very rare that Schmidt is ever this aggressive on a biotech stock.
    RDUS is moving up in value as the assets are clearly worth more to an acquirer --- such as LLY -- than as a stand-alone. Also, this data de-risks a substantial drug. It does not appear that LLY's Forteo was able to hit these endpoints & LLY should consider buying RDUS if they want to extend the life of Forteo---which does go off patent in 2018.
    Dec 31, 2014. 08:30 AM | 2 Likes Like |Link to Comment
  • DynaVax Technologies: The Small Cap Gem Focus Stock Of The Week [View article]
    You should go back & review your original comments on this as well as the posted commentary. It appears that you failed to peal back the onion on this the last time you recommended this---CEO forced out, unsuccessful company sale, difficulty in attracting new leadership. This may work a bit better this time but more due diligence is necessary so retail investors don't get led once again to being slaughtered.
    Dec 10, 2014. 03:08 PM | 5 Likes Like |Link to Comment
  • Zacks' Bull Of The Day: American Airlines [View article]
    AAL flies planes every day----do you even follow this company or the group ??? Did you miss that AAL has a buyback program in place, pays a dividend, is modernizing their fleet while paying down debt ? Did you happen to notice that AAL has a $36 Billion market cap ? Projections are unreliable at the current time ???? Clearly you missed this one !
    Dec 10, 2014. 01:45 PM | Likes Like |Link to Comment
  • Zacks' Bull Of The Day: American Airlines [View article]
    BankofAmerica Merrill Lynch finally upgraded AAL today with a BUY $55 target. I wonder what they've been thinking THIS YEAR ????
    Dec 1, 2014. 05:17 PM | 1 Like Like |Link to Comment
  • Why Alexion Is A Buy [View article]
    hasn't the stock just popped over 20 points since ALXN reported earnings TWO WEEKS AGO ???
    Nov 5, 2014. 09:10 AM | Likes Like |Link to Comment
  • Why Alexion Is A Buy [View article]
    flip flop
    Nov 5, 2014. 09:07 AM | Likes Like |Link to Comment
COMMENTS STATS
135 Comments
82 Likes