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Neuberger Berman Real Estate Securities Income Fund Inc. Message Board

dwoods4q 77 posts  |  Last Activity: 18 hours ago Member since: Mar 13, 2009
  • Reply to

    The TRADE , at the moment,

    by dwoods4q Jun 4, 2015 12:06 PM
    dwoods4q dwoods4q Jun 4, 2015 12:49 PM Flag

    sure do. nothing goes up or down in a straight line. This deal is a great deal for OPKO. They get to buy a strong growth company with expanding revenues and product growth for stock, NO CASH, no opko downside. The company is a great fit and everything goes straight to bottom line. PS $300 M VS $1 BILLION OVER LAST COUPLE OF MONTHS. YEA HE'S SMILING WOULDN'T YOU...............................

  • Reply to

    The TRADE , at the moment,

    by dwoods4q Jun 4, 2015 12:06 PM
    dwoods4q dwoods4q Jun 4, 2015 12:33 PM Flag

    Frost must be smiling presently from ear to ear..........................

  • good news for CGIX's future prospects, valuation wise. Now a little news from CGIX involving revenues and ins. coding updates would be most welcome.

  • seems to be sell opko and buy brli if you believe the deal will close, that will soon pass. The deal is a win/win for all involved from a business sense, IMO. BRLI is selling @ aprox. $42 ps today and will transfer to opko shares @ $54 ps when deal closes one would get a 20%+ gain plus, within aprox. 6 months, NOT BAD. You get any appreciation in OPKO with none of the downside if the deal closes. If brli walks from deal opko gets breakup fees, brli board and major holders want deal. The benefits to all parties, business/product wise, seem strong upon first reading. It benefits opko to get its pps higher prior to close so I expect the Doctor, et al, to start buying again as soon as the dust settles to accomplish this, as well as other catalysts. Both stocks have large short positions so expect lawyers to circle but will be quickly disposed of, IMO.

  • buying stock in OPKO lately. He will probably step in later in week or next week and start his buying again now that the news is public. The arb. at the moment seems to be take profit in opko , buy brli and take advantage of spread. Hence the heavy volume swings in the 2 stocks. You get the appreciation of opko due to all stock merger transaction and the arb. difference of present $46pps vs.buy out of $52 if I'm reading this rite. The Doc is smart and am looking for his financial angle . Perhaps he just likes the deal? comment/opinions

  • Levon might be a better way to play Pershing. Potentially more near/mid term upside. Looking for comments/opinions.

  • Reply to

    2nd and 3rd quarter and the 510 submission

    by dwoods4q Apr 7, 2015 10:23 AM
    dwoods4q dwoods4q Jun 2, 2015 12:33 PM Flag

    Welcome to Dr. Frost, et al, compilation of speculative ventures. First to market device is a nice place to be, IMO. TRXC will need to raise funds in next 8-24 months before revenues ramp after FDA approval, once again IMO.

  • Reply to

    I;ve had this so long I forgot

    by miamianne67 May 29, 2015 9:56 AM
    dwoods4q dwoods4q Jun 1, 2015 1:53 PM Flag

    It most definitely is but I'm sure you have heard the expression " buy on the rumor sell on the news".

  • dwoods4q by dwoods4q May 28, 2015 4:50 PM Flag

    50% bump in volume today on no news. Anybody else find this interesting?

  • dwoods4q by dwoods4q May 28, 2015 10:53 AM Flag

    now, IMO once insurance coding is obtained, within the next couple of quarters, insurance companies will experience the cost savings they so desire. They will be able to better target drug therapies to causes with the resulting cost savings in the billion$$$$ of dollars. CGIX is situated perfectly to capitalize on this exploding new field. Years of revenue growth for a well capitalized, research driven and managed company lay ahead.

  • Reply to

    Its not funny!

    by unnik63 May 21, 2015 4:11 PM
    dwoods4q dwoods4q May 21, 2015 5:58 PM Flag

    Seriously, I'm surprised he didn't discuss with you what he can't discuss, in any way , shape or form , till its release. They are already in the doghouse/outhouse why not break a law or two.....Auditing problems are not funny.

  • Reply to

    TIC TOC TIC TOC

    by dwoods4q May 21, 2015 4:49 PM
    dwoods4q dwoods4q May 21, 2015 5:48 PM Flag

    TIC TOC TIC TOC..........Could be an interesting late spring.
    GL

  • dwoods4q by dwoods4q May 21, 2015 5:45 PM Flag

    I have followed, rather successfully, Dr. Frost for years now and know of his involvement in COCP. This company is so far away from producing revenues , or having an FDA approved drug , that the reality of crippling revenue raising/dilution must be accepted as fact. One must consider that as presently constructed it would appear that COCP is rolling up promising early stage concepts to be merged with an entity that has revenues to support their development without which the dilution over the next decade of trials, etc. would/will be crippling. The possible upcoming breakup at Levon, another Frost entity, into a mining co. and Bio. co with a proven revenue producing drug already on the market seems logical.
    This scenario , as well as a few others, seems to fit the Dr Frost modus operandi. The present value , pps wise , seems to substantiate this IMO.

  • Reply to

    Who is the accumulator?

    by dwoods4q May 21, 2015 10:13 AM
    dwoods4q dwoods4q May 21, 2015 4:56 PM Flag

    Do you have any current position in opko stock?

  • dwoods4q by dwoods4q May 21, 2015 4:49 PM Flag

    TRXC, FDA filing mid 2015, tic toc, 5/21/2015, tic toc. Last CC 'WE ARE STILL ON SCHEDULE FOR FDA FILING IN MID 2015" TIC TOC .." We are confident of our timeline" tic toc..................

  • Reply to

    Who is the accumulator?

    by dwoods4q May 21, 2015 10:13 AM
    dwoods4q dwoods4q May 21, 2015 2:31 PM Flag

    One of the many straws that make up the OPKO basket. OPKO is like one big diversified basket of possible homeruns , funds, LARGE AND SMALL, are going to continue to play a bigger and bigger role going forward, IMO.
    Health & Happiness

  • Reply to

    Who is the accumulator?

    by dwoods4q May 21, 2015 10:13 AM
    dwoods4q dwoods4q May 21, 2015 12:21 PM Flag

    Anything is possible. After last quarter report I think it more likely some funds realized it was time to buy in. In the coming quarters to many things will be breaking for OPKO and they can't afford to miss it. It's possible that we get a little pullback before they buy again and the pps should range in the high teens , low twenties for awhile afterwards. Short players and profit takers will drive price lower than it should during this period before we continue assault on $20ps. IMO.

  • Someone is taking/expanding a large position, IMO. Any ideas?

  • Reply to

    WHY is this stock optional ?

    by gpls72 May 20, 2015 9:59 AM
    dwoods4q dwoods4q May 20, 2015 5:21 PM Flag

    Small float with very deep pocketed/moneyed person as major holder. First to market expanding growth field. Insurance reimbursement within sight. tight company with good management and investor .Product is accepted by every major hospital and institution in U.S.A. Pappajohn has pretty good control rite now. Do not know about options but when insurance coding approval is announced $20 ps is next stop IMO.

  • FLOAT
    51+% INSIDERS
    19% INSTITUTIONS
    15% SHORT
    85+% LOCKED

    Now throw in a great pipeline, excellent/experienced management, ultra strong/long investor base and a couple of large groups looking to establish and/or expand a position. Thx Doc.

NRO
4.71-0.09(-1.88%)Jun 29 4:03 PMEDT