Ignorant short term thinking is typical in this type of market. Dr Frost has been correct in his assessment and building of pharma and biotech companies his entire life. I will continue to vote with him. There is no guarantee any stock will go straight up, but over time, OPK will go out as a $25 BL company. Patience is key to long term investing and big dips like this in front of a coming wave of approved products and revenue growth are great opportunities to build your position. The rest is noise and Barrons is wrong more often the right.
VRX is bloated with DEBT. Revenue and reimbursements are set to fall. Hedge funds and all these supposed smart money investors piling in at 30 are getting KILLED. What is wrong with this picture? This company is a disaster, their business model is a scam and management should have been COMPLETELY cleaned out. Instead they gave these execs a BIG bonus to stay on ???? Investors who buy into this mess deserve their losses. STOP supporting this type of fraud. Buy quality, not this garbage. When this stock is in the teens everyone will still be scratching their heads. Not me. I fully expect that if the over all market goes into a big recession. this will go BANKRUPT. If not, it will be MANY years before it bottom and climbs back to even $50. Just sell and be glad you didn't lose everything here.
SoftBank can't time the sale. They negotiated the price and with whom their selling the shares to.
The stock is down probably because they are giving buyers a discount to the current price OR they set this price in advance.
Its sad that the SEC does nothing about these hedge funds that try to manipulate the market and companies by using political pressure. BABA has been looked at and combed over multiple times here and provides audited financial results. Lots of unknown in China but this heavily shorted name continues to get attacked. Hopefully some big money buyers will continue to push into the name and this will be yet another money losing short for Chanos and his posse.
These posts are absurd. The fall in VRX stock has ZERO to due with Ackman. VRX is a scam. Almost a ponzi scheme. They need to continually buy other companies to grow their pipeline and service their growing debt. $30 bl in debt and 1.2 Bl in FCF? Please. This goes to ZERO. There are BIGGER investors here then Pershing. I wouldn't put a penny into this . Buy something real with your money. AMGN, GILD, AAPL dividends. REITS. not this garbage
Now they are pumping it away. Meanwhile, Davita Health is also going to enter this space and they are the one to own. DVA. DXCM continues to lose money and the HOPE is that they will eventually turn a profit. Meanwhile, eventually CMS will cut down reimbursements at this level due to the size of the market. all the numbers being paraded here will never come to pass. yes this is a big market. No it won't be as big as the hype.
Sorry, this is already WILDLY overvalued and will surely disappoint those that have gotten in late here.
Buyback can start on Friday. Won't matter. Long term this is an amazingly cheap stock. I will continue to buy every share I can get under 100 no matter how low they institutions drive it. Eventually the combination of buybacks, dividend increases and FCF will win out and the stock will move to new all time highs and higher.
I feel really bad for the CEO who is struggling with his own health issues, but the company has not been able to hire enough sales people and if he can't do the job, take a leave of absence and get a new CEO. This is a public company with shareholders that are losing their shirts. Time for change.
They have the sales force now through their last acquisition to ramp up testing on a much bigger scale. Adds to their existing lines and brings revenue. GHDX worth over $2bl so it won't come cheap but the long term trend towards genetic testing is the future of medical diagnosis, treatment and cost containment as well as achieving higher outcomes through Meaningful Use.
Only a few small players owning the shares here. If he can come up with the cash, and you know he can, he could take this private for a fraction of all time highs. Risk is he does it MUCH lower. Why buy here when he can buy lower. 8.8% dividend won't hold up. Massive debts. Will be interesting to see what happens here.
Oil plays getting destroyed.
If you're hear and short term, you may be VERY disappointed. I've owned and traded SGEN for several years now. Great pipeline. Solid management. Bakers continue to build position, but this can easily go higher or lower at the markets whim. Goldman hates them. Probably shorting them down.
Long term and possibly even now, this is a great acquisition for someone. High risk high reward. I think eventually they go for 85-95/share but market conditions will rule.
This is a nothing position. Sorry. sounds more impressive than it is. More of a problem is the approval from BSX today for their new arterial cleaning catheter. While CSII has struggled to gain marketplace acceptance, they have let the big dog into the race. They need a bigger partner with the ability to trains sales and grow market share. Might be too late here. Time will tell. Like the story and products but the CEo has not been able to grow the business and now is himself struggling with cancer.
Selling here boarders on ridiculous. Shorts are a farce. Hedge fund selling is a useless indicator as MOST are losing their shirts this year. Keep paying me that dividend apple. I will just sit and wait for 150 and more. Trade it up and down. Doesn't matter. FCF is king and apple rules this. sure there will be big qtrs and ones that are smaller around new releases by EVERY QTR Y/Y is bigger and the street knows this. Sell your shares if you need money. Otherwise, just relax and let apple do their thing. TIM COOK, I SEE YOU DOING A GREAT JOB. Thank you
to fair value. PLUS dividend. With a 22x multiple on $10 forward earnings, Fair value is $220/share. Amgen continues to pay out to stick it out. Sellers here are just traders hoping for better prices, trying to tie the market (most are unsuccessful) and weak hands getting shaken out. Keep paying my rising dividend and call me when the stock is 220. Perhaps I will sell you my shares. Probably not as I have held them since 1997. One of the best run firms in the world.
Useless waste of time to discuss that. AMGN is a stock you ALWAYS own. JNJ is also. Don't see the two combining but do see both continuing to grow for about a million more years.
he actually made over $2bl on the Netflix trade. Nice job on that one. but throwing down a rathole on CHK, RIG, LNG etc.
I have to laugh at all the pieces that come out negative on AAPL no matter what they report. Record sales? Oh that was just more countries? Duh, That's the point. Apple continues to streamline its product launches and is GROWING. More iphones. More sales to Macs, ipads, watches, software and services etc. More apple pay users. More future repeat upgrades. How about those massive numbers of Android switchers? Keep sending me my dividends. I will wait for $158 and beyond.
No question if you have time, AMGN will make you money. The markets are just too volatile over the last few months as institutions and hedge funds try to push out investors and steal their shares. Great price here. Just average into it and never sell.
Like I said back in early August. Weak market makes this weaker. down here the stock however is now getting cheap. 2 major issues however.
1. CEO has cancer and is in treatment. I hope he recovers quickly but wall st does not like uncertainty
2. Very slow at growing sales force and hence growing revenue for the products.
So once again, without some solid news, the stock may continue to drift lower and if it doesn't rebound by November, will get caught in year end tax loss liquidations.
Still see a buyout MUCH higher but will take time to recover and sales are key to that.