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Celgene Corporation Message Board

valueinvestor411 2435 posts  |  Last Activity: Jul 10, 2016 1:00 PM Member since: Oct 22, 2009
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  • Reply to

    I like the price movement

    by ou71764 Jul 8, 2016 2:00 PM
    valueinvestor411 valueinvestor411 Jul 10, 2016 1:00 PM Flag

    interesting theory... from my view i see no short covering and no loosening of shares available to short. risk would be confirmatory newsflow while allowing pps to rise... gotta do something I suppose since shorting at market rates is costing a decent amt of interest even if price stays flat.

  • valueinvestor411 valueinvestor411 Jun 23, 2016 9:22 AM Flag

    i might be parsing words... but on one cc in particular he said he's not counting on anything until contracts signed/countersigned etc...

    if those were his exact words, it indicates to me that there are now 'undisclosed deals' in his hands.

    The one thing that I may be reading too much into it... And printed words are easy to get out of context versus hearing the interview. Do deals imply customer contracts or additional partnership deals... The way i read it... and the context around it was customer deals, but that may not necessarily be the case.

    glta

    value

    Sentiment: Buy

  • ie the quote posted by traderjoe?

    "Davis said there are several other deals in place, though those have not been made public."-Portland Biz Journal June 17, 2016

    I don't recall hearing those words before. "...deals in place..." plural/not singular... We heard about Wegmans' and knew it as interested customer #1... long ago... Sure does catch my eye.

    glta

    value

    Sentiment: Buy

  • Reply to

    ASWMISO

    by traderjoe94 Jun 19, 2016 10:55 PM
    valueinvestor411 valueinvestor411 Jun 20, 2016 12:11 AM Flag

    could you post some of the details? like maybe a score or some quotes from the winning locker room? I thought not... thanks for nothing. I'll wait for further confirmation (ie parade, banner hanging ceremony) before jumping into that one.

  • Reply to

    LOW volume...

    by twochiefdukee May 26, 2016 2:03 PM
    valueinvestor411 valueinvestor411 May 26, 2016 3:11 PM Flag

    heading into holiday weekend... tmr is last trading day before GS1 connect kicks off. Perhaps a lot of folks sitting on hands (or off on a long weekend).

    news flow needed... opportunity for that next week.

    Sentiment: Buy

  • valueinvestor411 by valueinvestor411 May 24, 2016 6:55 PM Flag

    down modestly to 1.507 million... hovering between 1.50 and 1.53 million for past several months. days to cover up slightly to over 29

    Sentiment: Buy

  • Reply to

    Options

    by mscle34 May 20, 2016 12:24 PM
    valueinvestor411 valueinvestor411 May 20, 2016 12:54 PM Flag

    when options became avail early year - i sold trading shares and sold puts as a potential means to replace em with June expiry. At present prices those shares are going to come back to me... but average of $5-$10 lower effective pps than the sale...

    I've not had great luck buying options; others have gotten rich :)

    i have always fared better selling volatility (options) than buying

    glta

    value

    Sentiment: Buy

  • Reply to

    Wal-Mart now has 10 million SKUs for sale online

    by byronangel May 19, 2016 9:47 PM
    valueinvestor411 valueinvestor411 May 20, 2016 12:06 PM Flag

    slee: i think flip is really stating waiting for full on revenue (deferred or recognized).

    i don't think 'recognized' revenue will be a critical near term metric... it will several years out... but bookings and cashflow will show 'growth' story ... i hope they eventually come out with metrics like items enabled; rev per enabled item, items likely to renew versus v one time only items.

    glta

    value

    Sentiment: Buy

  • Reply to

    Blackrock now below 5%

    by bridgejumper08 May 11, 2016 7:55 AM
    valueinvestor411 valueinvestor411 May 18, 2016 5:49 PM Flag

    not sure i understand. r u saying did they buy in the 5s? some did I'm sure. Perhaps that is when instis started buying/adding more agressively. Looks like Q1 was slightly net adds. I added too.

  • valueinvestor411 valueinvestor411 May 12, 2016 10:21 AM Flag

    with volume trending back towards historical norms, days to cover is almost 30 (28.9 per naz). That site shows a 12 month view of short interest. June 15th shows roughly same avg volume but only 1/3 the short interest... have to think a spike to near 30 hits some screens... very interesting

    glta

    value

    Sentiment: Buy

  • per naz site, says due out May 10th after the close... last few reporting periods it did not come out until mid of the following day... This time its a full 24 hours behind (and counting). Nothing like timely transparency.

    Sentiment: Buy

  • Reply to

    Blackrock now below 5%

    by bridgejumper08 May 11, 2016 7:55 AM
    valueinvestor411 valueinvestor411 May 11, 2016 9:08 AM Flag

    what do you make of DNB asset management? keen to get in? or Punch and associates?

    some instis are adding some are cutting...

  • valueinvestor411 valueinvestor411 May 6, 2016 1:46 PM Flag

    thx for this. and its really the CEO of Wynn to call it out... but Cramer does a good job of acknowledging it and complimenting the CEO for calling it out.

  • valueinvestor411 by valueinvestor411 May 6, 2016 1:40 PM Flag

    longest streak in a long time...

    days to cover metric will likely continue to rise at the next short interest readout.

    glta

    value

    Sentiment: Buy

  • Reply to

    mtrx--short at will

    by greenirishblackirish May 3, 2016 10:49 PM
    valueinvestor411 valueinvestor411 May 4, 2016 11:15 AM Flag

    obviously in the minority re: covering... as short interest would indicate, not alot of covering happening yet.

    Sentiment: Buy

  • Reply to

    True Believers

    by zippybalto Apr 28, 2016 10:37 AM
    valueinvestor411 valueinvestor411 Apr 28, 2016 3:24 PM Flag

    well... as you believe we are all in fantasy land... i believe not covering a short after a 50 percent gain in a few months to hope it crashes to zero is perhaps bordering on arrogance.

    there is something called opportunity cost. you've now waited 6 months to patiently watch your 50% gain turn into 25%-30%.

    Personally, in the same time period many patient investors here have also traded shares around a core holding... to lower cost basis and take advantage of the volatility you accurately described.

    any thoughts as to the partners that are also investing their own time and dollars into the venture... scanner vendors, gs1, packaging vendors like sgs and schawk... those don't guarantee anything, but they do point to legitimacy.

    glta

    value

    Sentiment: Buy

  • Reply to

    True Believers

    by zippybalto Apr 28, 2016 10:37 AM
    valueinvestor411 valueinvestor411 Apr 28, 2016 12:08 PM Flag

    follow up on your post... have investors in digimarc since 1995 done ok? i have not known Bruce since 1999... and to say 'there isn't revenue until there is ' is a hard thesis to argue with. Since 1999, have you seen progress similar to today? industry alignment (ie gs1 other partners) organized this well previously?

    they don't have to make huge sums of money for the pps to rise or at worse, not go down. the risk / reward was favorable at 40... at 22 you certainly had a nice tidy gain in short order... Curious as to why hold it once 50% was made in 3-4 months...

    glta

    value

  • Reply to

    True Believers

    by zippybalto Apr 28, 2016 10:37 AM
    valueinvestor411 valueinvestor411 Apr 28, 2016 11:49 AM Flag

    my question is why short at $40 ; watch it drop to $22 and not cover?

    good trade for now... I'd have said great trade if you said covered in the mid 20s in late October... 6 months later, have lost a good chunk of the gain.. and there's no long term gain tax benefit on a short position.

    glta

    value

    Sentiment: Buy

  • valueinvestor411 by valueinvestor411 Apr 27, 2016 7:49 PM Flag

    the 'mystery' announcement was NOT trail blazers... Bruce said hoping to have it public by q1 cc... its a top priority to show visible signs. hope for q2...

    i liked hearing product on shelves in retailers not Wegmans and New Seasons. Would love to start searching other stores shelves... esp one in my region.

    I liked the color about cpgs waiting for retailers to say 'yes'.

    shorts will try to push it down... i think... but i still show shares hard to borrow high rate of interest (12)... so would have to believe creativity would be in order.

    shorts need larger owners to cough up shares (my opinion)... i see that as low liklihood with gs1 launch + bruce pushing hard for the 'mystery' announcement. etc...

    glta

    value

    Sentiment: Buy

  • valueinvestor411 by valueinvestor411 Apr 27, 2016 1:24 PM Flag

    flat as a pancake... days to cover up to 20 due to volume decline

    1.513 mill versus 1.503 last period

    Sentiment: Buy

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