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Optimer Pharmaceuticals, Inc. (OPTR) Message Board

chuckpalot 66 posts  |  Last Activity: Apr 24, 2015 9:03 AM Member since: Nov 23, 2010
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  • I round it out to 100%. Time and again, the power of this brand exceeds cognitive rationale. They (Wall Street) just can't get over themselves. Too funny - or embarrassing, depending on your viewpoint.

  • 8.1% ratio for C was the best among big banks. Next week is a slam dunk.

    Despite the jawboning, these guys want to keep their jobs, and went the extra mile to NOT repeat last years' debacle.

    After initiating our position in C two + years ago, we have been increasing our exposure this year ahead of the next leg up in share price and the resumption of a meaningful capital return program.

    Accordingly, we rate the shares a Strong Buy with a $73 price target.

  • Welcome to our home. Please put these masks on for your safety and enjoyment.

  • $70+ by xmas

  • An entire episode of Modern Family built around all things Apple.

    Power Branding with zero cost. Amazing!!!

  • On Oct. 15, W was trading at $24 and had a short interest of 1.5 million shares.

    Today, six months later, W trades at $32.50 and short interest is 9 million shares.

    They are taking it on the chin here fellas - except for those that covered ~$20, took there profits and ran.

    Feel really bad for those that jumped in short at the bottom below $20. Max pain ahead. LOL

  • chuckpalot chuckpalot Mar 11, 2015 10:23 AM Flag

    "Over 300 million people own an iPhone 5 or later model, which will be compatible with the new watch. If only 5% of those iPhone owners buy a watch this year, Apple will have sold 20 times as many watches as its Android Wear competitors did last year. And 5% penetration may be conservative.

    When the iPad arrived, 14% of iPhone owners bought one in the first year, while 7% of iPod owners bought an iPhone in its first year on the market, according to research by Morgan Stanley analyst Katy Huberty. And consumer surveys after last year's initial unveiling found anywhere from 10% to 20% of iPhone owners interested in buying the Apple Watch."

    History can teach many lessons and provide great insight into the future if we simply pay attention!

    Also, how many of the 10's of millions iPhone 6/+ users will stick with their "new" phones over the coming holiday season (since the vast majority of us are still on two-year plans) and instead opt for the watch, or a new macbook, or both? Yikes!

    Looks to me like Apple will own XMAS 2015. Pretty easy call.

  • chuckpalot chuckpalot Mar 9, 2015 3:19 PM Flag

    After today's unveiling, I'd say this device will be a HOMERUN. As all things Apple, it's not just the beautiful design but the APPs that will drive it to huge commercial success.

    This health stuff if MAJOR!

  • chuckpalot by chuckpalot Feb 13, 2015 11:04 AM Flag

    After nearly 20 years of loyal use, I'm saying goodbye to TurboTax.

    In the world of tech, consumers have come to expect getting more for less - a la Moore's Law. When you decided, Brad & friends, to do the exact opposite by offering less for more, you not only snubbed your nose at modern convention, you did it in a way that was both deceitful and needlessly greedy.

    I realize you've apologized for you poor judgement but really, the damage is done. There are equally competent alternatives available for less money - even with your new "discount".

    It was a solid, mutually satisfying relationship, but the level of sleaze here is simply too much and I've come to realize you've lost my loyalty and my trust. Forever.

    I thank you for all the memories and accurate tax prep and for being the driving force behind DIY tax filing.I couldn't have done it without you!

    Alas, my new tax partner is just a click away, and I, like millions of other scorned customers, have come to realize loyalty has its limits and you guys crossed it. Big Time.

    Shame on you,

  • Guys - the window for super cheap money is finally starting to close. If (IF!!) Inbev was ever gonna make a run at Miller this year may be their last, best, chance cause any deal will take a ton of financing to complete.

    Tick, tick, tick, tick, tick.....

  • chuckpalot chuckpalot Mar 6, 2015 10:19 AM Flag

    And where are all those bashing trolls today? Exactly.

  • Reply to

    I'm Just Not That Intuit

    by chuckpalot Feb 13, 2015 11:04 AM
    chuckpalot chuckpalot Feb 17, 2015 10:30 AM Flag

    There's a small handful of alternatives, but at this point I'm leaning toward HR Block. They have a few flavors, reasonably priced, and according to reviews from hundreds, if not thousands of TT defectors (on Amazon), it imports old TT data seamlessly.

  • chuckpalot by chuckpalot Mar 31, 2015 12:11 PM Flag

    Muted volume/selling pressure implies insiders not anxious to sell at these levels. And I don't blame them.

    Shorts can't catch a break on this one. Lol

  • KESTENBAUM: Wayfair sells something online that a lot of people are used to buying in stores - furniture. You may have seen the ads. What is the heaviest thing you sell?
    SHAH: We have some beds, for example, that can weigh 1,500 pounds, like big, ornate, carved wood, you know, huge pillars. And so the delivery on some of these items is tricky to say the least.
    KESTENBAUM: The company went public just last year. Lots of people bought the stock, presumably thinking, great idea, a huge online furniture store. But there were also skeptics, people apparently so convinced this dream would fail that they bet against the company. They shorted the stock. If Wayfair fails, the short sellers make money.
    SHAH: You know, it doesn't really bother me that folks short the stock. I was just surprised, to be honest.
    KESTENBAUM: Doesn't it bug you a little bit?
    SHAH: You know, it's - I guess, maybe annoying would be a better term.
    KESTENBAUM: When a company ends up on the most shorted list, it's often because there are two groups of people with totally opposite views on something critical to the company's future. In this case, Shah thinks, the controversial thing is those ads.
    KESTENBAUM: The debate is not over the ads themselves, but the amount of money Wayfair is spending on advertising. The ads are helping sell lots of barstools and four-poster beds, but the company is not making a profit yet. Shah says the company will be able to scale back on ads once the Wayfair name is out there. He's
    made his case with data and numbers on repeat customers, but that has not seemed to sway the short sellers. They're still out there. He's not sure why.
    SHAH: The degree of the short interest means that folks are super convinced that they're right. And I guess that is the piece I'm missing.
    KESTENBAUM: Would you like to meet someone who has short your company? If we could find someone, would you talk to him?
    SHAH: Oh, yeah. I'd be happy to.

  • After half a lifetime, I finally stopped wearing my watch(es) about three years ago, thanks mainly to the Iphone becoming so integral to my daily life.

    It took a month or so to stop glancing at my naked wrist (worth a chuckle every "time" I did it), but I never looked back and don't miss them at all. I have a wonderful collection of about 15 watches, everything from Timex to Rolex, just sitting in a neglected valet that I'll save for my grandkids.

    Now, once again thanks to Apple, I find myself watch hunting. Thanks Apple! Thanks to you, I need a watch again. Of course, telling time is about the last thing it'll do. So many great possibilities here.

  • Solid. Very Solid. Let the run to $50+ begin!!

  • Reply to


    by chuckpalot Mar 11, 2015 5:18 PM
    chuckpalot chuckpalot Apr 23, 2015 9:07 AM Flag

    I love it when I'm wrong about being too gloomy!

    A 2.7% bump in store comps?! That is very Coolatta!!!

    Raising guidance for both top and bottom lines? Looks like a slam Dunkin!!!

    K-pack distribution model already impacting sales and profits?! Hotter than a breakfast burrito!!!

    US and global unit expansion on track?! You betcha!

    And how about that red-headed step child that everyone ignores? Baskin comps up 8%. May not fly under the radar for much longer.

    Nice Q DNKN!! And of course, new highs coming....oh wait, they're here already.

  • chuckpalot by chuckpalot Feb 12, 2015 4:01 PM Flag

    Showdown in two weeks on the earnings call...

    My bet is the shorts will supply the punch bowl and the rocket fuel. Longs to boogie down on the dance floor.

  • Reply to

    Sell PFE

    by catjorny31 Feb 5, 2015 8:57 AM
    chuckpalot chuckpalot Feb 5, 2015 10:31 AM Flag

    Cat & Under - you're both right. It just boils down to timing.

    PFEs track record for monetizing acquisitions is spotty, but so is their recent R&D/pipeline. And with so many $$$ generators going off patent recently they needed to make this kind of purchase. Immediately accretive while bolstering a division.

    Wall Street seems to like the deal too.

    Under, I bought PFE when you did (summer of '10) in the $15's. It's been a homerun for me + all the divvys. And despite those gain, I believe PFE has been underperforming it's peer group (because of those patent/pipeline issues).

    Wouldn't surprise me to see more acquisitions of this size/type over the next year or two.

    Cat, good luck with your other investments. I think PFE sees $40 + within 12 months. $20 ain't gonna happen. Certainly not now with deals like this plus with launching another blockbuster drug for breast cancer this year.

  • Reply to

    14 Days to Cover

    by chuckpalot Feb 12, 2015 4:01 PM
    chuckpalot chuckpalot Mar 3, 2015 11:00 AM Flag

    And so it begins. One group should be very happy tomorrow. I'm going with the Bulls.

    Everything boils down to guidance, and using the big box home improvement trends as a proxy, Wayfair will see strong demand over the near term.

    GL all!!

12.780.0000(0.00%)Oct 23 4:00 PMEDT