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  • Analysis Of Celsion's Press Release Shows Extended Risks [View article]
    All I have to say is that for the shorts to put this much effort in CLSN, they must be very concerned about a large pop next week when the presentation occurs. I suspect the shorts got more concerned after the bull case was validated by Sabby Capital who made the $10M investment last week at approx. $1.60/share.
    Jun 13, 2013. 05:55 PM | Likes Like |Link to Comment
  • 6 New Bearish Celsion Myths Destroyed [View article]
    Today I called my doctor buddy who got me into this stock to thank him for costing me a few thousand dollars (I know nothing about biotech but my friend makes more investing that he does as a hepatologist so I trust his judgment).

    Long story short, I'm told the CLSN story holds great promise; If the next study is not successful, CLSN's science would be valuable to one of the big pharma companies who could buy CLSN for $5/share and the $250M purchase price would barely be a rounding error to one of the big guys. Next to pancreatic cancer, liver cancer, which CLSN is geared towards, is the hardest cancer to treat. So, not selling into the panic created by the short seller's "article" published yesterday. Draw your own conclusions folks and be careful of buying or selling based on authors looking to front run you on the long or short side.
    Jun 12, 2013. 06:59 PM | 2 Likes Like |Link to Comment
  • Celsion: 50% Downside After The HEAT Trial Failed [View article]
    I honestly cannot believe that people trade on this kind of rubbish. So transparent that this is s short seller looking to make a quick buck from weak handed investors. I'll stay long based on what a college buddy who is a doctor at Leahy clinic told me about the upside potential of CLSN in their liver transplant unit.
    Jun 11, 2013. 06:25 PM | 9 Likes Like |Link to Comment
  • Why High P/E Tech Stocks Are Ripe For Shorting Here [View article]
    I completely agree with you about PANW; intensive insider selling and a company trading at an astronomical valuation with zero room for a revenue or EPS miss make it very susceptible to further decreases. What most people do not know is that PANW upped their IPO price several times due to very favorable conditions when they went public. Thus, their 52 week low is potentially a high water mark as the street fall out of love with this former high flyer.

    It will be interesting to see how long Goldman keep them on their special list. If we get a summer correction, it cold get very ugly for PANW.
    Jun 3, 2013. 08:59 PM | Likes Like |Link to Comment
  • We Are Witnessing Either A Celsion Short Squeeze Or News Leak [View article]
    A buddy from college is a respected part of Lahey Clinic's liver transplant team in Burlington MA and he mentioned Celsion to me as a really exciting company in the liver cancer arena. Sounded too speculative to me at $7.50/share but seems like there could be interesting developments with the upcoming presentation and, at $2/share, looks a little more interesting.
    May 30, 2013. 09:16 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - MLP MVPs (5/16/13) [View article]
    Prescient call to avoid PANW: down 14% after a weak quarter; need home runs when your a momo stock trading at sky high multiples.
    May 30, 2013. 08:29 PM | Likes Like |Link to Comment
  • 2 Possible Buyout Candidates In Tech [View article]
    I love buying good companies when they are out of favor for non-structural reasons. I got into FIO based on my brother in law's recommendation; he is the CTO of a large company and his company has been buying lots of FIO products for their offsite data warehouse. Brother in law raves about FIO products and the continual move to the cloud makes FIO a logical buyout by one of the well capitalized big guys like you point out.
    May 22, 2013. 06:33 PM | Likes Like |Link to Comment
  • Panic Selling In Fusion-io A Strong Buying Opportunity? [View article]
    I don't pretend to know tons about FIO and their value prop but my brother in law is the CTO of a large company which has purchased a bunch of FIO product for their various data centers (after a competitive bake off process). Based on my brother in law's recommendation and his proven investing acumen, I loaded up on my FIO position last week after the pummeling. Some of my best gains have been hated stocks which had been oversold; buy low, ignore the short term ups/downs and wait for the momentum to shift. Made a killing in Navistar and HPQ this year after they were destroyed last year. Expecting FIO to be a similar winner and, frankly, I'd rather be buying FIO at these prices rather than paying 20x for utilities and consumer staples companies. Lots of overvalued stocks in this market and the risk/reward on FIO is very good IMO.
    May 11, 2013. 10:11 PM | Likes Like |Link to Comment
  • Fusion-io (FIO) -17.6% after announcing CEO David Flynn has resigned to "pursue entrepreneurial investing activities," and that CMO Rick White is joining him; both will maintain advisory roles for the next 12 months. Director and former H-P chief strategy officer/CTO Shane Robison, recently made a fall guy for the Autonomy acquisition by Meg Whitman, has been hired to be the company's new CEO. Fusion-io, which announced a CTO change only last week, is reaffirming its FQ4 guidance[View news story]
    Buy when there is blood in the streets. There is nothing wrong with the underlying business. Just an over-reaction to an executive shake-up handled very poorly by the Board. Interesting article here about the shakeup:
    May 8, 2013. 07:59 PM | Likes Like |Link to Comment
  • Fusion-io (FIO -22.7%) CEO David Flynn and CMO Rick White "were forced out by the board," a source tells SiliconAngle. "They were founders with immense control and the board didn’t like that ... This is a shock to employees." Meanwhile, Piper's Andrew Nowinski, a long-time FIO bull, is worried the company could lose Facebook as a client, given the relationship has depended on management ties. Nonetheless, he calls the shakeup "a necessary step needed to drive further penetration of the enterprise market." New CEO Shane Robison is being praised for his enterprise chops, and criticized for his role in a string of failed H-P acquisitions. [View news story]
    I've seen this story before with other companies where the founders/early management need to go to allow the company to take the next step. Not handled in the most smooth manner but that speaks to the fact that Flynn and White likey threw a hissy it and abruptly left. Great opportunity to pick up a bunch more shares today. I never buy for a sale, but this article and what's happening in the space make a future transaction a high likelihood. A FIO buyout at a 100% premium to yesterday's price is peanuts for the likes of ORCL, HPQ, EMC.
    May 8, 2013. 07:56 PM | Likes Like |Link to Comment
  • Herbalife's Ackman Charge And Earnings Review [View article]
    I keep adding every time HLF goes to $35 and below and I enjoy the decent dividend and now some upside as we approach $40. Folks, this is a real company with outstanding cash flow, good international growth and it trades at a low PE unlike many stocks in this fed pumped market.

    This is setting up for a long uptrend; Icahn owns almost 15% of the shares o/s and HLF intends to purchase up to 25% of o/s shares (based on their remaining authorized buyback pool of approx. $800M ). That creates a huge put under the shares. I was in South America for 2 weeks earlier this year and HLF is visible and loved; folks know nothing about this Ackman nonsense. This company is situated in a great spot to help solve the obesity epidemic and is a bargain today; would not be at all surprised to see Icahn take this private at $58 (much like he did with the weak sellers in CVI), reposition things and take it public at $75 a year later (that would still be less than the overall market multiple)
    Apr 30, 2013. 08:28 PM | 2 Likes Like |Link to Comment
  • Reversion To The Mean With 3 Tech Earnings [View article]
    piles of cash on balance sheets and CHEAP 10 year paper is going to cause someone like Cisco, HP, IBM or remotely EMC to buy FIO in the next 9 months. Wish I added at $15 but this one is worth the ride with their technology and the huge market opportunity as data storage needs ramp.
    Apr 25, 2013. 09:17 PM | Likes Like |Link to Comment
  • Shares of Joy Global (JOY -0.9%) fall for a second day in a row on a report by Anonymous Analytics yesterday that suggested fraud at Joy's IMM unit. William Blair thinks the impact may be overblown, saying that although the report was very detailed and credible, IMM accounts for less than 5% of JOY's earnings. The bigger issue for JOY and other industrial names like CAT are weak mining markets[View news story]
    Unlikely there is any issue, especially since the CFO is now going on the record again after addressing this a month ago when CAT had their issue about their Chinese acquisition and speculation of an issue shifted to JOY. See today's Bloomberg article:
    Apr 12, 2013. 08:46 PM | Likes Like |Link to Comment
  • Herbalife KPMG Affair Compelling Opportunity For Shareholders [View article]
    Based on this article, it looks like both HLF and Sketchers will need to get their audits re-done.

    You can be sure that KPMG will be sued and they will be incurring all of the direct and possibly incidental costs associated with the audits. Stinks for the company's to have to re-do the audits and deal with the distraction factor but should not be a big deal. While the companies would technically be in breach of listing requirements, I suspect the listing agencies will come up with a logical solution for this really strange situation that is not the fault of Herbalife nor Sketchers.
    Apr 11, 2013. 09:55 PM | 1 Like Like |Link to Comment
  • Fisker Automotive, the struggling government-backed hybrid sports car maker, terminates 75% of its staff in what sources said was a last-ditch effort to conserve cash and stave off a potential bankruptcy filing. The company, which raised $1.2B from investors and tapped nearly $200M in government loans, has only around $30M in cash remaining. About 160 workers were fired at a Friday morning meeting at its Anaheim, Calif., headquarters, and were told that the company couldn't afford to give them severance payments. [View news story]
    Hope and Change!
    Apr 5, 2013. 10:11 PM | 6 Likes Like |Link to Comment