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  • Chesapeake‚Äôs biggest investor grows more bullish on the stock [View news story]
    $5 NG should be easily sustainable. Later this year LNG will begin exports. NG is considerably higher everywhere else in the world.

    This past winter has shown that a cold winter can lead to $5 NG. With normal winters and LNG exports I suspect $5 NG becomes sustainable. I think $6-7 NG is a bit of a stretch right now but $5 ought to be doable.
    Apr 17 01:23 PM | 2 Likes Like |Link to Comment
  • Intel beats by $0.01, revenues in line [View news story]
    I wonder what the forward guidance is. I think that is going to be important for the stock to hold onto its recent gains.
    Apr 15 04:14 PM | Likes Like |Link to Comment
  • Geron Is A Speculative Buy Even After The Precipitous Price Decline [View article]
    I read the CC transcript and if GERN is being truthful, the liver toxicities seemed mild to me. Mostly Grade 1 and 2 and some 3 levels of toxicity. No level 4 or 5s and no deaths. If I read it correctly, all LFTs returned to normal after reduction of dose or cessation of drug.

    To put it into perspective, CRIS, has a drug in clinical trials that was recently halted due to a death from liver failure. (Perhaps I'm a harbinger of liver failure for biotech companies with drugs in clinical trials as I am also invested in CRIS). Yet CRIS did not drop nearly as much after the release of this news as GERN did yesterday.

    Drugs developed to treat cancer are generally the most toxic that are administered to man. Unless GERN is not being truthful or is withholding information, I would expect that the Imetelstat trials to resume.
    Mar 13 01:31 PM | Likes Like |Link to Comment
  • Geron shares down 43% premarket [View news story]
    Big sell off. Wonder if this is really a show stopper for Imetelstat. Magnitude of sell off worries me that insiders are bailing on GERN.
    Mar 12 09:38 AM | Likes Like |Link to Comment
  • Geron shares down 43% premarket [View news story]
    @GT,

    Agree.
    Mar 12 09:34 AM | 2 Likes Like |Link to Comment
  • Is Omega Healthcare's Risk In Government-Based Income Overstated? [View article]
    Bruce,

    I'm an investor in OHI, but would like to acknowledge that your comments are profoundly insightful.

    I may be out of OHI tomorrow but for now I'll take the rent check.
    Feb 28 03:08 PM | 1 Like Like |Link to Comment
  • It's Time To Dissect This Pure Play Health Care REIT [View article]
    An long term acute care hospital (LTAC) is for patients who are too sick to go home or to a nursing home and need intensive nursing are. An example would be someone who is on a ventilator long term.
    Feb 17 11:11 AM | 1 Like Like |Link to Comment
  • Two Harbors Investment misses by $0.01 [View news story]
    No I just saw the headline miss. That sounds a better.
    Feb 5 08:10 PM | Likes Like |Link to Comment
  • Marathon Oil misses by $0.16, misses on revenue [View news story]
    MRO always misses. Glad I got out before this weak earnings report.
    Feb 5 05:51 PM | Likes Like |Link to Comment
  • Two Harbors Investment misses by $0.01 [View news story]
    That sucks and I doubt the market will be very understanding.
    Feb 5 05:49 PM | Likes Like |Link to Comment
  • iPhone 5c Failure? Baloney! [View article]
    I listened to the CC and what Cook actually said was " We clearly overestimated the number of idiots who like to dress in ridiculous outfits and have a matching phone".

    Swing and a miss.
    Feb 4 03:47 PM | 1 Like Like |Link to Comment
  • Prospect Capital NII in-line, beats on revenue [View news story]
    Looks good to me. With the juicy dividend, PSEC only needs to avoid the banana peel.
    Feb 3 04:34 PM | 5 Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    @techy46
    I'm not sure about that. Of all the large cap tech stocks, MSFT is the one that now seems poised to break out of a trading range.
    Jan 27 05:19 PM | 2 Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    You called it months ago and you're right on the money.
    Jan 27 04:48 PM | 2 Likes Like |Link to Comment
  • Apple beats estimates, but guidance disappoints [View news story]
    The gravy train has come to end.
    Jan 27 04:45 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
310 Comments
539 Likes