Recent

% | $
Quotes you view appear here for quick access.

Exelixis, Inc. Message Board

eric6n 241 posts  |  Last Activity: 2 hours 19 minutes ago Member since: Apr 6, 1998
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Europe trades and are each others biggest customers in most cases. As the hype and B + S - the sky is falling stuff tapers down to reality, business will continue. Seriously, who believes Germany and the UK will not continue to be huge customers of one another. Its called a free trade zone, minus all the other political ties. That is my take, and of course I invest accordingly. I figured, first day for those who went long big expecting a gap up on the UK staying and got it wrong. Then a day when the " long term investors" listened all weekend as to how the "end was nigh" sold at or near the lows, of course they would. And now. I expect lots of volatility, as the likes of Cramer and media crew rant on. In the end there will be some changes, what else is new??? But growth where it is destined will continue, and IOT is one of those non stop areas.IMO Also some biotech and other high tech arenas. Play it as you like folks, but getting sucked in by the latest media story that is beaten to death is not very smart, unless you take advantage of the sheeples, who get sucked in EVERY time, and NEVER seem to learn or think objectively. Wall Street, would not take advantage of these folks would they???? roflmao Does Cramer and Co. now reverse and tell you to buy??? Stay tuned. LOL

    Sentiment: Strong Buy

  • Reply to

    top notch pos swir

    by myredsox58 Jun 26, 2016 6:53 PM

    You seem to be missing the point myredsox58. YOU say, look at the chart. Did you??? You bought and are now unhappy because the stock price has gone down, so what did you base your purchase on in the first place. Short term gains? You say it is not an IOT trade, but you bought it higher. Point is, live with your decision, and if you do not like the company now, that is your choice, of course, but then why are you holding it still??? I on the other hand am quite happy. The correction of late after doubling from lows was nice, but ahead of schedule.IMO I am long term, holding every share and acquiring more. You play it as you like, but I suggest at least make sense. Moaning about YOUR decision, as though NOW you have it right, but still are holding, simply makes no sense to me. EOS I say typical previously because when you buy a stock based on DD, you change, not just because the stock price fluctuates, especially in volatile sectors and times like we have now, but because you have analyzed and believe the stock has more value than is reflected in the price. IF that is the case, you would, baring some revelation/change you did not account for, see even greater value now. And thus hold, which appears to be what you are doing. Get it yet?? Somehow, I doubt it..Wierd as it is, I am liking this pull back here and elsewhere, as I have cash and am accumulating here and elsewhere. But that is me, as I am investing with expectations moving out years. Not minutes, days, weeks, or even a few months. I do not own a stock that I do not believe has the potential of major growth over the next 5 years. EOS SWIR is certainly one of those. And by the way, it is AN OBVIOUS IOT play, one of the only pure ones out there, in fact.

    Sentiment: Strong Buy

  • Reply to

    top notch pos swir

    by myredsox58 Jun 26, 2016 6:53 PM
    eric6n eric6n Jun 27, 2016 6:22 AM Flag

    So typical of faulty logic. You bought the stock at high price, and blame the company while telling folks to look at the chart. Some of us did, AFTER DOING OUR PROPER DD. If we are to believe you, then maybe you should have looked at the chart and realized that you were caught up too early on hype, and were typical of why the stock skyrocketed, and now ironically fail to accept that you were the reason for your loss. The company is doing fine, by my outlook, and will achieve new highs over time as value and growth both move up sharply over next few years. So tell us, why did you buy when the chart should have told YOU that at the time it was caught up in early enthusiasm and apt to correct. Which it did and some of us tried to tell folk, that was then the REAL opportunity existed and it was way undervalued. But luckily you can hold on and do very well moving forward. If you do not see that, then why would you be holding it still???

    Sentiment: Strong Buy

  • Reply to

    Share buy back...

    by jsmith_62 Jun 23, 2016 1:03 PM
    eric6n eric6n Jun 24, 2016 10:03 AM Flag

    I bought some today, along with some other stocks. Why? Do you REALLY think this panic selling represents anything much more than a panic reaction? Germany and France, guess what? The UK is THEIR biggest customer. You think they will cut off trade? Meanwhile, after the panic, life goes on.IMO AND that means, where there is REAL value, not much has changed other than the stock quote. So I am a buyer, looking forward to the resolution after all the posturing etc. Which I think will leave many things to do with actual business largely unchanged.

    Sentiment: Strong Buy

  • And in the end, they will work out a deal. a way to trade and carry on.

    Sentiment: Strong Buy

  • eric6n eric6n Jun 23, 2016 1:11 PM Flag

    All on track, from my point of view, for great performances.Volatility to be expected, but my predictions stand, all could double by year end.As always do your own DD, but whatever you do, have a plan in advance, so you do not just respond emotionally to what often are media over hyped situations such as the current favorite, Brixit. Point is, they need to babble on about something and over analyze such to death, and more often than not, get the predicted outcomes completely wrong.

  • Some people are taking profits, others are nervous, and of course we have some who will have established short positions. Does it mean much to the long term outlook here? I do not think it does, but I am one who only buys stocks I think are undervalued, given my own risk/reward criteria, AND I EXPECT VOLATILITY in these sorts of growth situations. This stock doubled off its lows, and now is pulling back a bit. What else is new???
    There is still nervousness surrounding many things. When it went up successively for many days, even when the markets were down at times, did not here many question about why? The point is, with these situations, things ARE going to be volatile. You have to decide, are you short, medium or long term, BEFORE the action, IMO, and that is very hard, especially for younger investors. They often say, long term, but when things go against them, they end up selling, right at the capitulation moment, after all, what is capitulation, if not that??? I have no idea, when this will reach the exact bottom as its pull back. If you asked me to guess what the low might be (16.25-16.75 range would be my guess), but that is NOT what I invest or buy on. I buy on my valuation model moving forward and that has not changed. $21+ by year end, and way higher moving through 2017 and beyond. If a takeover attempt, bids start at $35+ .IMO Play it as you like folks, do your DD, but the choices are yours ALONE, DO NOT FOLLOW, DO YOUR OWN DD. I'm accumulating very methodically here, but I AM A LONG TERM INVESTOR, not one to be shaken out of any stock, UNLESS I feel something fundamental to my valuations has changed. Stock movement does not qualify for this, the way I invest. It might for you!

    Sentiment: Strong Buy

  • Value asserts in the end, along with cheap money, all over the world currently the REAL ONGOING DRIVER.. All the worry about Brexit etc. simply media hype.imo and a side show to huge force of extremely low interest rates. One of the main reasons I see growth amidst volatility continuing. Do you believe people will leave their money in negative yielding markets, when picking wisely can yield big returns? Do you think a quarter point or even a couple of percent changes that reality for more than a media and nervous moment? Money seeks returns.EOS HERE, the story is just getting rolling.IMO

    Sentiment: Strong Buy

  • I either just do nothing if positioned to my liking, or if, as is the case for me currently, I have come into a fair amount of cash from a real estate sale, I buy into the positions which I see as undervalued and are having the greatest pull back, all else being equal. That has meant here: buying SWIR and OMER today. Holding EXEL and CPHD. I am holding all four, not selling any for the foreseeable future, as I like the long term outlook for all of them. That is my opinion only. Play these, or not, as your DD indicates. EOS

    Sentiment: Strong Buy

  • I mentioned SWIR months ago. I said I was accumulating the stock, and I also said I thought possibly the bottom was in on FEB 11/12 on those days, not after, , which turned out to be correct, so far anyway..My take was that it would double before year end, from that point. I have not changed on this. I am a long time poster ( over 18 years, which you can verify by clicking on my name along with any other claims I make re past posts) I also explained in detail WHY I thought that, over many, many posts. Of course all the while the nut case claims I am others, and that SWIR is some sort of pump and dump situation, which anyone with ANY knowledge of this and my other situations, knows is complete rubbish.
    Posted on FEB. 11 and 12 re looking like a bottom for SWIR.
    May 18. 2:05PM CPHD. My DD said undervalued and beaten down. I think it is a buyout target, and it will double or get taken over before year end. That is my opinion. Do your own DD.
    by eric6n •May 17, 2016 8:04 PM
    eric6n • 12 hours ago
    My now 3 picks I have listed here, all up are SWIR, CPHD and EXEL. Like all, own all, did my own DD and bought all low
    JUNE 2, 2016 10:09 PM
    My take was clear, my predictions clear, AND I AM NOT THESE OTHER PEOPLE that the obsessed moron claims. It is so ridiculous that I have laughed many, many times about how CRAZY this guy is. He posts under various names, claims others do, clogs up the board in an attempt to bury any meaningful posts, and again claims others do that, and has NOTHING OF ANY VALUE to offer, or even suggest. One of the most obsessed mental cases I have run across in over 18 years of posting on Yahoo boards. In any case, I am way ahead of my projections, think this goes far higher as things roll out, and am a long term investor posting under ONE NAME: Eric6n. My now 3 picks I have listed here, all up are SWIR, CPHD and EXEL. Like all, own all, did my own DD and bought all low. EOS Nothing nut case can say changes that simple reality. ...

    Sentiment: Strong Buy

  • EXEL,SWIR,CHPD,OMER.I did call for SWIR to double on FEB 12, which it has done already and backed off a bit. It could double again, owing to a number of factors.I am a long term, long time poster here and elsewhere(18 years plus here), under one name ERIC6N l do my DD, looking for undervalued, growth stock opportunities. These four are among my portfolio holdings. Lets see how I do.I own all of these, with fairly large positions in each one a.do your own DD, and come to your own conclusions.

    Sentiment: Strong Buy

  • Accumulated more over past couple of days as I said I would. . Value always asserts and all four of the picks from my personal portfolio listed here are doing well. So JKL/CONNPAIR, just to be very clear, I have said I think all four will possibly double by year end from when I mentioned them. SWIR,OMER,EXEL,CEPH. We shall clearly see how that opinion works out. No ambiguity. I post under ONE NAME, ERIC6N for over 18 years, and am a long term investor who picks my own stocks after doing my own DD. Play them as you like.

    Sentiment: Strong Buy

  • Reply to

    Was I clear enough on FEB. 11 and 12?

    by eric6n May 17, 2016 8:04 PM
    eric6n eric6n Jun 13, 2016 9:19 AM Flag

    You have to laugh at the seriously INSANE JKLBRUDER/CONNPAIR act. Just browse their posts. All the same redundant nonsense and lies. NONE about this company, ALL about everyone being somehow me! It is simply not true and it is him that desperately tries to bury posts. SWIR doing extremely well,imo. Read all the news, look at their financials. Debt free, 600 million plus in sales, cash, new contracts, contracts signed coming on stream all through late 2016 and onward. Leader in the IOT with huge growth ahead, and with great management that has made smart acquisitions while not becoming debt ridden. We have had a double off the lows and now we are having THE EXPECTED VOLATILITY, HERE AND MARKET WIDE. BFD! I take advantage here and elsewhere WHERE I SEE VALUE AND ONGOING GROWTH. If you see it differently and like to trade the short term gyrations, or even go short stocks, that is your choice. The money I have made in the markets has by far been from accumulating stocks I have actually done my OWN DD on and focusing on their future, while ignoring all the noise. That is how I see all of the four stocks I have mentioned here along with others in my portfolio holdings. SWIR,EXEL,OMER and CPHD are all stocks I like at current price levels and even better if in the short term I can buy more on pull backs, especially panic dumps which occur on occasion. But everyone should do what THEY think is correct, based on their OWN, theory, situations, risk tolerance etc. That is my opinionfrom me ERIC6N and not anyone else that the board crazy JKLBRUDER/CONNPAIR conjures up, creates, oe imagines.EOS Did I mention JKL that I correctly called the low here, lest you forgot! LOL

    Sentiment: Strong Buy

  • Reply to

    Back of Napkin Revisited . . .

    by ksjcook Jun 11, 2016 6:43 PM
    eric6n eric6n Jun 13, 2016 3:42 AM Flag

    Yes I said that, but of course you try and make it sound like I said it was certain, when in FACT I am always very clear that it is my opinion and NOT CERTAIN. I am used to this sort of twisting and attempts to discredit on stock boards. It is not just about discussion which I have no problem with at all, whether in agreement with my take or completely the opposite view. No, it is often meant to discredit the person and does not converse on the subject at hand. Here, again, MY OPINION IS, undervalued based on known and future potential, with the possibility from that of a far higher share price moving forward. In the interim, in my opinion, we can have volatility largely related to external factors, like Brixit, terrorism, market turmoil and nervousness. However IF the EXEL story unfolds in the positive way I think it will, the CAP and stock price moves up sharply over time. The chance of a takeover bid also is a very real possibility, in my opinion, and many others as well. If that were to happen, the share price, would be expected to gap up substantially. Meanwhile I am accumulating and will jump on any pull backs, as I would see that as a real bargain.IMO EOS clear enough?LOL

    Sentiment: Strong Buy

  • Reply to

    Back of Napkin Revisited . . .

    by ksjcook Jun 11, 2016 6:43 PM
    eric6n eric6n Jun 12, 2016 7:53 PM Flag

    Never said it was certain to go up. I said, MY DD indicates undervaluation and given my outlook the risk/reward here favors reward moving forward toward YEAR END. Not tomorrow, fifteen minutes after opening, or a few days of correction, or even a couple of months. I am looking at the odds of success vs failure and what that means to valuation, either by the markets over that time frame or longer, or a takeover bid(s) which would certainly be at a premium. Get it??? I am a long term investor. Could I be wrong? Of course. This is the stock market not kindergarten. You play it as YOU see it, or follow someone or the crowd like a good sheeple does, or stand aside and do nothing. But there is ALWAYS risk. So please, do not spin my current view with some sort of attempt to twist it into being naive, which I am not. I am a very long time, long term investor, and have done very well in the markets. I have taken losses, I have been wrong, but I have made substantial money being correct more of the time. EOS

    Sentiment: Strong Buy

  • Reply to

    Back of Napkin Revisited . . .

    by ksjcook Jun 11, 2016 6:43 PM
    eric6n eric6n Jun 12, 2016 7:31 PM Flag

    As Chicken Little says, the sky is falling, the sky is falling, so if you believe that at any point in time, you are out of stocks, unless you feel the stocks you pick are exceptions at that same time. My take simple, there is ALWAYS a risk of a downturn, and the sky is about to fall for some folks ALL the time. If you subscribe to that, you simply never invest in stocks and you would miss every opportunity. Here, now, this stock? I think it is an exception to any sort of ordinary turn down. It may pull back a bit, in such a case, but it is just as likely to receive a takeover bid, maybe even more likely because the suitor would know they might get it for less of a premium than they originally thought they would have to pay. So the answer to your question, "If both scenarios turn out to be incorrect? Plus..." is, yes of course it would turn down. But I could say, what if everything turns out better than expected with further positive indications for other uses? Play it as you like, I am buying and accumulating based on what I believe is undervaluation, huge potential and eyeballs already on this company looking to buy it out.IMO It means substantially higher price. Will it be volatile, yes of course, because of many factors. Does that change my view for a long term hold. NO. EOS

    Sentiment: Strong Buy

  • Reply to

    Back of Napkin Revisited . . .

    by ksjcook Jun 11, 2016 6:43 PM
    eric6n eric6n Jun 12, 2016 1:48 PM Flag

    Good post. whatever adjustments some might make to your numbers, the outlook appears very promising and the share price appears low at this time to me. That is why I am still buying. Bottom lin: Buyout or much larger CAP coming this way before year end. IMO Buy and hold for either outcome as price will be much higher if either scenerio turns out to be correct.IMO

    Sentiment: Strong Buy

  • Reply to

    Was I clear enough on FEB. 11 and 12?

    by eric6n May 17, 2016 8:04 PM
    eric6n eric6n Jun 12, 2016 1:39 PM Flag

    I am only Eric6n. I post my outlook, when I purchase, the reasons, etc. JLKbruder/Connpair is one in the same, and is a completely obsessed nut case who thinks everyone is me, and it is some kind of plot, but the irony is it is him who posts and tries to bury all meaningful post. I am a long term investor with a large position here and in many stocks. I listed four I like from my portfolio. SWIR, OMER, CPHD, EXEL. I expect all of them to do well by year end. I also have stated endless time for people to do their own DD and simply confirm or reject whatever anyone claims on these boards, that is AFTER doing their own DD. Again: I AM POSTING ONLY UNDER MY 18+ year name ERIC6N. Who the rest are here, I do not know, but they are certainly not me. I did call the low here and said I was buying back on FEB 11/12 Simply a fact than be verified by reading back then. I was buying in that low range anyway, so it was probably luck to call it the probable low on that date. Point is: all the nonsense from JKL or Connpair, is just that. He is either crazy or a paid short.IMO

    Sentiment: Strong Buy

  • Reply to

    Was I clear enough on FEB. 11 and 12?

    by eric6n May 17, 2016 8:04 PM
    eric6n eric6n Jun 10, 2016 3:59 PM Flag

    I bought more shares today! I see absolutely nothing that has changed the long term outlook, here or at any of my growth stocks, so having some cash, I am going to accumulate on the pull backs. The markets and this stock were due for such a pull back.IMO From here? Traders and margin guys can get pushed out when you get the wild swings in an individual stock or the markets overall, but baring any real change in the growth and potential profile of my stocks, four of which I have mentioned here, I see this as opportunity. Play it as you like, do your own DD. But if you are actually a long term investor, you buy when VALUE PRESENTS, all else being equal. That is how I have done it, and it works for me. Maybe no anyone else! LOL Have a good weekend.

    Sentiment: Strong Buy

  • Reply to

    Was I clear enough on FEB. 11 and 12?

    by eric6n May 17, 2016 8:04 PM
    eric6n eric6n Jun 10, 2016 12:24 PM Flag

    My car need a top up! LOL I live to wind up JKLBRUDER the Yahoo nutcase of ALL time, and I have been on these boards, for 18 years. Meanwhile I am buying shares of my favorites that have pulled back today. I am not these other people, its that simple folks. I am a retired executive who is a long term investor. I post under the same name here and none other, end of story.

    Sentiment: Strong Buy

EXEL
7.73+0.28(+3.76%)12:52 PMEDT