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  • Peabody Energy: Buy It Here While You Can [View article]
    @hind

    I would think a repub president would help I don't know how easy or difficult it would be for a repub president to roll back the regs and its hard to say right now how likely it is that a republican will be elected president.
    Apr 23, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • Peabody Energy: Buy It Here While You Can [View article]
    This article glosses over the main obstacle for coal, regulation. In Kentucky it doesn't matter how cheap coal gets, no new coal fired elctrical plants can get permits to be built and existing plants cannot get renewals. Several years ago a caol fired plant tried to get a permit to update its facilities which would have LOWERED its emissions but could not get through the regulatory hurdles and gave up. It will close when its permit expires. Coal is like leprosy with some the regulatory agencies here in the USA and lower pices won't change that.

    I have no axe to grind on coal but that is the reality on the ground.
    Apr 22, 2015. 11:51 AM | 1 Like Like |Link to Comment
  • Prospect Capital And The Best Stocks For 2015 [View article]
    You are not going to see PSEC return to book value. You just aren't. Companies that cut their dividend and have the issues PSEC has had over the last year trade at a discount. That's the way this market works.
    Mar 25, 2015. 02:48 PM | 2 Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    Fool me once, shame on you. Fool me twice, shame on me.
    Mar 24, 2015. 11:20 AM | 7 Likes Like |Link to Comment
  • Heavy Institutional Buying Is Occurring In MEI Pharma, Topline Data Due In Mid-March [View article]
    Failing a Phase II clinical trial is not an overreaction.
    Mar 23, 2015. 11:34 AM | 2 Likes Like |Link to Comment
  • MEI Pharma collapses 63% premarket on failed Phase 2 study [View news story]
    Wow. Didn't see that coming.

    Biotechs can be heartbreakers.
    Mar 23, 2015. 10:46 AM | Likes Like |Link to Comment
  • American Capital Mortgage declares $0.50 dividend [View news story]
    Almost a certainty.

    Better question; who else do they take with them?
    Mar 19, 2015. 07:35 PM | 1 Like Like |Link to Comment
  • Intel -4.1% on Q1 warning; other PC industry names also fall [View news story]
    Really? Most people have no idea what a 'skylake' is. This is the lamest exuse for the softness in business IMO.

    The meddling PCs comment was way better.
    Mar 13, 2015. 12:53 PM | 1 Like Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    What are you referring to when you refer to 'CI'. What do you mean when you say 'that 95% of the Imet patient's had CIs'.

    I don't think it means what you think it means.
    Mar 3, 2015. 12:47 PM | 1 Like Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Taz,

    I read the study. The conclusion of the authors speaks for itself.
    Mar 2, 2015. 07:38 PM | 2 Likes Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Gob

    "however, to extrapolate from this known limitation of imet to conclude that it will not be part of a universal cancer treatment.....is quite a leep of logic."

    No it isn't. I don't have to prove that Imet will not be a part of a universal cancer treatment, *you have to prove that it will*. The burden of proof rests with you, not me.

    As for the Yale study. It's on mice. Until I see data on humans I am not moved either way. As for other 'independent' studies; show me the data.
    Mar 2, 2015. 07:23 PM | 2 Likes Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Medguy.

    A 'trend' (the word of the authors, not mine) towards improved survival in the short TL biomarker is hardly a glowing endorsement of efficacy IMO.

    This is another example of over reach by the GERN fanboys when it comes to the efficacy of Imet. The fact is that they did not reach their endpoints for success. If you think there is a sub-group that may be helped by Imet that's fine. But the burden of proof to demonstrate Imet's efficacy rests with you, not me. I don't see any convincing evidence that Imet helps anyone outside of those with MF, PV/ET and MDS. In fact I think this study backs up my assertion that Imet will NOT be part of a universal cancer treatment.
    Mar 1, 2015. 03:09 PM | 4 Likes Like |Link to Comment
  • Dr. Sergei Gryaznov: Geron Should Develop Imetelstat For ET/PV [View article]
    Magic you're reading it correctly. It's a failure as tested in that study.
    Mar 1, 2015. 09:00 AM | 3 Likes Like |Link to Comment
  • Main Street Capital beats by $0.01, beats on total investment income [View news story]
    Nice. Need to add to this position in my portfolio
    Feb 26, 2015. 04:11 PM | Likes Like |Link to Comment
  • In Mobile, Disruption Comes From Above [View article]
    Another thoughtful piece. Well done.
    Feb 25, 2015. 08:02 PM | Likes Like |Link to Comment
COMMENTS STATS
415 Comments
752 Likes