Seeking Alpha

cnylax44

cnylax44
Send Message
View as an RSS Feed
View cnylax44's Comments BY TICKER:
Latest  |  Highest rated
  • Has Alexion's Stock Gotten Ahead Of Itself? [View article]
    Have you had a chance to do a little more "research" on ALXN ??? By chance are you new to this company & sector ? I see articles written on a wide variety of industries is the reason I ask. Also, there has been a great deal of information put out in the public markets of late by the company as well a broad variety of experienced sector analysts. By chance have you ha any opportunity to review them ? You may find them very informative.
    Mar 11 10:18 PM | Likes Like |Link to Comment
  • An Update On Weatherford: Q4 2013 And What To Expect In 2014 [View article]
    You may wish to review what people on the other side of the trade are saying. That may help "keep t real".
    Mar 5 12:35 PM | Likes Like |Link to Comment
  • An Update On Weatherford: Q4 2013 And What To Expect In 2014 [View article]
    Your estimates are much more conservative than anyone else. For example, James Crandall of Cowen---who's been covering the energy sector for 30+ years & is as good as any in this sector---is carrying EPS of $1.85 for 2015. Clearly a major disconnect from the analysis you provide.
    Mar 5 12:35 PM | Likes Like |Link to Comment
  • An Update On Weatherford: Q4 2013 And What To Expect In 2014 [View article]
    WFT has been a long-term disappointment, underperforming for the last 3-5 year & plagued by all of the information noted in the rearview mirror. However, this ugly duckling is an attractive risk-reward candidate looking out over the next 12-18 months---as they FINALLY get their hands around their myriad issues & become the fastest earnings grower in their peer group. WFT has the potential to be in the low-mid $20's over the next year & with 4 high quality business lines left could generate $2.50 in earnings power in 2016. At 15X earnings one could make a very plausible case for WFT being a $35+ stock. That's the future that I am looking at.
    Mar 5 10:17 AM | 3 Likes Like |Link to Comment
  • After Citron's Allegations, Is Questcor A Contrarian Buy? [View article]
    Those puts were a good call.
    Feb 28 07:42 PM | 1 Like Like |Link to Comment
  • Has Alexion's Stock Gotten Ahead Of Itself? [View article]
    You clearly are new to the ALXN story & are doing simplistic research on the rare orphan drug space. Why do you think the major holders are increasing their positions ? To lay the stock action at the foot of Deutsche Bank is a joke; you can find another dozen other research analysts who have been following ALXN for years to provide detailed commentary if you would dig just a little bit.
    Feb 19 04:36 PM | 1 Like Like |Link to Comment
  • Can The Rally In Biotechs Keep Its Momentum? [View article]
    Are you remotely familiar with ALXN & their product portfolio ? From your commentary it would seem not. I don't believe you are very familiar with the biotech sector.
    Feb 17 09:13 PM | Likes Like |Link to Comment
  • Baker Brothers' Holding Cerus Flying Under The Radar With Catalyst Upcoming [View article]
    Nice day yesterday for CERS --- up 6.5%. Also, do you really think a million share+ CERS position is really that meaningful for Baker Bros ? They have more than that in THLD which has underperformed as well.
    Feb 11 08:45 AM | 2 Likes Like |Link to Comment
  • Betting Splunk Goes Splat [View article]
    I am considering hedging or selling SPLK ----what's your current outlook now that the stock has tripled ? Thanks again for your insights !
    Jan 22 02:19 AM | Likes Like |Link to Comment
  • Following Smart Money: Baker Brothers LLC Investments In 2013 And Beyond [View article]
    You failed to note that BakerBoys have owned almost 25% of XOMA ! XOMA....go figure !
    Dec 22 12:20 AM | 1 Like Like |Link to Comment
  • Dynavax: Embarking On A Run Propelled By 2 Potential Approvals [View article]
    Did you miss the 80,000,000+ shares sold by the company at $1.07 (!!) over the last 60 days ???? You would have picked up this information if you merely reviewed the company news or their website. The balance of the article is a summary of previous articles posted.
    Dec 19 07:50 AM | 2 Likes Like |Link to Comment
  • AcelRx: Huge Potential With Limited Risk [View article]
    There are no sources other than previous Seeking Alpha articles which are summaries of underwriters research reports.
    Nov 27 07:34 PM | Likes Like |Link to Comment
  • The Biotech Merger And Acquisition Buzz List [View article]
    What do you attribute the major smackdown ACRX has seen over the last month ? Wow !
    Nov 6 11:05 AM | Likes Like |Link to Comment
  • Dendreon's Provenge: A Major Focus At The European Cancer Congress 2013 [View article]
    Still waiting to hear how DNDN is going to address their extremely dire balance sheet.
    Sep 17 09:36 AM | Likes Like |Link to Comment
  • Theravance Is Splitting Into Two Very Appealing Companies With Medium-Term Upside Of At Least 50% [View article]
    Please check your facts before publishing. On June 17, 2013 shareholders of Elan rejected the $1billion purchase of royalties from Theravance. This recommendation also goes to any editorial oversight as there are numerous factual errors in this article.
    Aug 30 02:56 PM | Likes Like |Link to Comment
COMMENTS STATS
101 Comments
31 Likes