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Nxstage Medical, Inc. Message Board

avramj98 8 posts  |  Last Activity: Apr 9, 2014 4:23 PM Member since: May 19, 1998
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  • Reply to

    Insider buying by the Chief Medical Officer

    by chaos_lover13 Apr 9, 2014 9:03 AM
    avramj98 avramj98 Apr 9, 2014 4:23 PM Flag

    and at market price...hmmmmm.

  • Reply to

    Good points Where'e the bad ones

    by theupposter Mar 28, 2014 7:47 PM
    avramj98 avramj98 Apr 2, 2014 11:36 AM Flag

    I appreciate your input regarding personal experience. Can you share how long you've been on dialysis? There is certainly a tradeoff between in clinic dialysis and home dialysis.

  • Reply to

    mceef and mux

    by playfulfitandfunny Mar 14, 2014 10:15 AM
    avramj98 avramj98 Mar 14, 2014 11:07 AM Flag

    MCEEF is the ADR for the TSX shares of McEwen mining. I still hold shares in this form as my broker never bothered to transfer them and there is a nominal charge to do so, so I never bothered to pay the fee. The shares are used less and less because of the liquidity of MUX on the NYSE and the TSX, but should be transferrable at about the correct exchange rate. More so lately because of the increased volume and availability of MUX shares on the NYSE.

  • avramj98 avramj98 Mar 14, 2014 9:25 AM Flag

    As Rob noted above, the interventionist policies have become more sophisticated, but they have not fundamentally changed in nature. Manipulation of money supply is still the game for managing economic cycles and the result of such manipulation will eventually be inflationary periods during economic recoveries. The only change will be the time it will take for the money supply to have an impact on the overall economy. With that said, I am expecting an inflationary cycle, but a slower one that experienced in the past, and because it is slower, it will be more palatable (read no economic crisis as a result) and it will take longer than Rob predicted 2 years ago. Gold may still top out at $5000/oz, but it may not occur until 2018-2020 if the manipulators of monetary supply have it figured out.

  • Reply to

    NEO was the only stock on my stock screener

    by hombre88 Mar 1, 2014 9:40 AM
    avramj98 avramj98 Mar 3, 2014 1:52 PM Flag

    Finally got to the CC from the last quarter (iced in today) and thought the information was high quality, as usual. I clearly got a little ahead of myself with the past post about the CVD partnership and now am better informed about the rollout there. Looks to me that '14 guidance does not anticipate ANY of that potential revenue, so the upside is considerable. Liked what I heard in discussions about M&A.

  • Reply to

    Blowout Quarter!

    by pivotboy001 Feb 19, 2014 7:20 AM
    avramj98 avramj98 Feb 19, 2014 9:18 AM Flag

    Good, but not nearly a blowout. The co. has absorbed (or is planning to absorb) the rest of the medicare reimbursement cuts well enough to have this become a non-issue and they are clearly managing the co. well, but there has been little, if any, impact yet from the CVD deal and I would have expected some more in the PR about the deal other than the generic statement. I'll wait for the CC to reserve judgment, but was hoping for 1-2C/share better than we got. We will still be small potatoes until we get past $25 million/quarter and that's still pretty small potatoes.

  • Reply to

    Abbott Labs!!!

    by pivotboy001 Feb 14, 2014 9:54 PM
    avramj98 avramj98 Feb 18, 2014 11:43 AM Flag

    Looks like the answer is ABT has reduced its stake down to the 800K shares. At the bottom of the filing, NEO checked the box that ABT is no longer a beneficial owner of at least 5% of the co. If indeed ABT was tied to NEO because of the potential for MelanoSite, then one could surmise that MelanoSite did not pan out. ABT still made some good money on their investment.

  • Reply to

    Press Release At Schwab

    by bluecheaps4mee Feb 10, 2014 2:12 PM
    avramj98 avramj98 Feb 12, 2014 2:32 PM Flag

    Bill, that you? I stumbled across this on a cross post. My NEO in this sector is doing great! The fundamentals on PABC look good and the sector is going to become red hot. Got more DD to do, but I like what I see. Long time since CAMH days, but with that kind of loss, I need to keep plugging away.
    aj

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