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Optimer Pharmaceuticals, AŞ Message Board

chuckpalot 154 posts  |  Last Activity: Jul 29, 2015 2:27 PM Member since: Nov 23, 2010
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  • Nearly 10 million shares short as of 7/15. There's either a lot of very smart bears out there anticipating a hiccup in earnings/guidance coming up or they're just too stubborn and keep adding to their position to raise their break-even. They've been losing badly since $18/sh just seven or eight months ago. Shame. Hate to see Shorty get whacked this badly. ggg

  • Reply to

    Good News???

    by lylejr Jul 29, 2015 12:49 PM
    chuckpalot chuckpalot Jul 29, 2015 12:57 PM Flag

    A 15% jump over the last month has short-termers locking in anticipated earnings beat profits; a nice month-long trade.

    Investors, like us, pay attention to the results, and more important, the guidance - which included a bump in revs and earnings outlook. The Billion $ buyback is your cherry on top!

    The BIG MO Cash Machine is (still) firing on all cylinders! MO = CORE HOLDING!!

  • chuckpalot chuckpalot Jul 29, 2015 9:21 AM Flag

    Six months later, same story....the BIG MO cash machine humming away. Nasty Business? Yes!
    Core Holding? You Betcha!!!

    Question of the Day: Beyond taxation, should the US gov't play the role of grower/distributor/retailer of Marijuana? Let's assume pot will be completely legal across the US within 10 years = huge money grab. Uncle Sam could hit the jackpot here. More than makes up for his failing postal business. Many times over.

  • chuckpalot chuckpalot Jul 27, 2015 12:36 PM Flag

    I can't think of a single other biotech that has been around so long and produced so little. Time to finally stop the dilution, the dreaming, and the hoping. XOMA has hurt so many people (investors), and really, never should have been allowed to go public in the first place.

    This life might be XOMA Cat's ninth...not sure what intellectual property, etc. they may have for a fire sale or liquidation.

  • chuckpalot chuckpalot Jul 22, 2015 1:42 PM Flag

    Don't know many traders who've tripled their money trading AAPL over the past few years. Sidelines the best place for folks like you, and I mean that in a nice way. I like to trade high beta plays; Apple ain't one of 'em.

  • chuckpalot chuckpalot Jul 22, 2015 1:31 PM Flag

    Anyone else in the same boat??

  • Burn victim here going back to their original AIDS prospect (90's), then again during Sepsis (dot comm bubble).

    I've long since rationalized my losses in XOMA as a very thorough and indelible lesson in how to really prosper in the capital markets.

    My condolences to the latest generation of dreamers and gamblers. If you take your medicine, move on, and never forget what this company taught you, you're already most of the way way towards investing prosperity!

    Good luck...

  • Been long since 2012, and have bought several dips since then. Between the buys and AAPL's climb, it is now my single largest stock holding - by a mile. I realize the value of diversification, and I hold lots of other stocks and other investments, but MY GOODNESS, this company, it's leadership, it's global success and it's untapped opportunities, combine to make it my most attractive holding - by any metric. Won't sell a single share.

    It almost seems to easy to simply Buy and Hold this stock, but three years from now it will have seemed so obvious (in hindsight!) to have bet the farm on Apple. The tsunami continues...

  • chuckpalot by chuckpalot Jul 17, 2015 1:40 PM Flag

    Our word for the day is: Capitulate

    ca·pit·u·late
    kəˈpiCHəˌlāt/Submit
    verb
    cease to resist an opponent or an unwelcome demand; surrender.
    "the patriots had to capitulate to the enemy forces"
    synonyms: surrender, give in/up, yield, concede defeat, give up the struggle, submit, knuckle under

  • Reply to

    DNKN is stagnent....flat

    by socratesseer Jun 23, 2015 8:41 AM
    chuckpalot chuckpalot Jun 23, 2015 12:28 PM Flag

    My DNKN is up 20% in the last year, excluding the divvy.

    But you are right about one thing; time for you to move on. Good luck!

  • Reply to

    Niraj Well Received @ Goldman Conf. Today

    by chuckpalot Jun 18, 2015 12:49 PM
    chuckpalot chuckpalot Jun 23, 2015 10:26 AM Flag

    Both long-term bullish investors (me) and even bearish drive-by posters (you?) should listen to Niraj's presentation from the conference this week.

    He provides a lot of good insight into their operations, how they execute so well, and why this company is on its way to becoming the de facto on-line destination for all things home and decor.

    For example; I didn't realize that they negotiate special delivery agreements with local and regional carriers. Translates into some outfits (e.g. nine dedicated truck in metro NYC) doing nothing but Wayfair home delivery. Improves handling while lowering costs, lowers damage rates, and heightens customer satisfaction.

    Wayfair really has a handle on how to make this model work and are light years ahead of anyone else.

  • Reply to

    Pre Market Down

    by tma816 Jun 23, 2015 9:07 AM
    chuckpalot chuckpalot Jun 23, 2015 10:15 AM Flag

    pre-market trading (or post) is like the Wild West; crazy bids, nutty spreads, etc especially for illiquid stocks like W.

    This morning, somebody dumped a whopping 900 shares at 8:45 with apparently no limit on the ask.

  • Generating lots of interest and attracting some new $$$!

  • Unless you're a glutton for punishment...

  • Mine has almost nothing do you with the thing you hang on the wall. It's all about the brains running it, how we interact with it, and the content we digest.

    Making panels is a low margin play (has been for decades!), and that's how I interpret the rumors; that AAPL has seen the light and is pouring their considerable resources into what makes the panel worth looking at and how we interact with it. Simple! And hugely profitable!!

  • Looking at the results announced by Home Depot and TJX (especially their Home Goods brand) confirms not only that the economy continues to improve but also that consumers are spending more on their homes. In fact, it's looking like one of the hottest retail sectors right now.

    This equates to a healthy tailwind for Wayfair as it builds out her brands while capturing greater share of the online home market.

    Nice!

  • Every key metric is moving in the right direction - from new customer acquisition, repeat buyers, avg. $ order, revenues, and brand recognition.

    We're still in the early stages here, but Shah and Conine are proving the model and executing very well. All W needs is time - someday they'll be a household name and default destination. Profits likely in Q4 2016, and by then the share price will be much higher.

    Shorty gonna lose here. Big time.

  • Reply to

    ZU Brush Painting Wayfair?

    by chuckpalot May 6, 2015 4:30 PM
    chuckpalot chuckpalot May 7, 2015 11:29 AM Flag

    Wayfair seems to be doing all the right things from a marketing perspective. Their back-end is unmatched in the industry. They even have one of the best mobile shopping apps I've ever played with - great interface, easy navigation, very slick - which is great for the millenials who love shopping mobile.

    I sold 30% of my position @ $34 a few weeks back, since I was up almost 80% since Nov/Dec buys.

    Will add back if we see more weakness this week; have a limit order in @ #26 which I thought could get filled yesterday but didn't. I'm betting on another little pop after Monday but I don't want to chase it and I still have plenty.

    GL!

  • Zulily spit the bit today on lousy numbers and horrible guidance. Simpletons think that must be bad for W too. Short-sited comparisons will leave short sellers exposed. If MacDonalds' is losing customers does that mean Chipotle is too? Exactly.

    We'll know soon enough when Wayfair reports next week. Keep in mind, they were already more than half way into Q1 when they raised guidance, so not much chance of missing there. Guess it'll boil down to guidance.

  • Reply to

    Fear of Clowns Hurting MCD

    by chuckpalot Oct 28, 2014 11:23 AM
    chuckpalot chuckpalot May 4, 2015 4:44 PM Flag

    bump