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Allergan Inc. Message Board

everfoxy 158 posts  |  Last Activity: 11 hours ago Member since: Oct 26, 2005
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  • Growth in what? Certainly, there wasn't growth, even if non-GAAP earnings and certainly not in GAAP earnings. Check the January, 2014 report. Even the non-GAAP report showed increasing LOSSES. That is not growth. Revenue is not growth. Manufacture something and give it away and you'll have lots of customers, but will fail due to no earnings. CRM doesn't have earnings and even the ultra optimistic CEO said there won't be any earnings in FY 2015 and likely not in FY 2016. At today's price, CRM isn't just priced for actual earnings, but it's priced for lavish earnings.

  • everfoxy everfoxy May 2, 2014 4:46 PM Flag

    After the partial retracement of Monday's selloff, CRM is poised for a move down next week. Week over week, CRM has had an impressive selloff this week. Earlier today, I replaced part of the shorted shares I'd covered earlier this week. At times I wished I had covered it all (instead of some) and then replaced it all this afternoon, but CRM is likely to go far below this week's lows and that will be when insiders getting free or near free stock will have to sell those shares at lower market prices than the stock is now.

    Ignore "newbies" who post unrealistic pumps and some comments even after former comments were "off base." Have a great weekend.

  • Reply to

    Good to see

    by rastarich May 2, 2014 6:33 PM
    everfoxy everfoxy May 2, 2014 8:03 PM Flag

    You must know that's out of context. I wrote that I added a bit to my short (and that was only 100 shares) to replace a larger number of my shares that I had covered on Monday. I wanted to keep that short and not write too much about details I'd written before. On April 15 I wrote about adding to my short and I then posted about the other small amount I added a little higher the next day. I posted those two small additions and commented that I hadn't intended to add that low (I specifically wrote I hadn't planned on adding under 57 to my short from higher levels.

    When I read inaccuracies (some might say "lies") that ignore the real time positions I've reported, I have to think you have an agenda that goes beyond being a regular retail investor/trader. Just as I covered shorts in the 120s (pre-split) that had come from higher levels, the trading area this week has been significantly lower from where I shorted. The only bit of short I couldn't resist adding today meant I re-shorted a very small part of my position after I'd covered part of my position lower than where I was replacing shorted shares.

    All that is clear in posts.

    Now that there has been a retracing of about 50% of last Monday's drop and since most of my shorted shares are from much higher levels, I feel really good about what I'm made this week and being in a good position for next week.

  • Reply to

    Good to see

    by rastarich May 2, 2014 6:33 PM
    everfoxy everfoxy May 2, 2014 8:22 PM Flag

    I think you may be uncovering that "he" is losing credibility as a regular investor. As you can see by my former real time posts, "he" is ignoring that I posted on April 15, when I added to my short that I hadn't intended to short under 57. I added a some just under 57 and then more over 57 on April 17. Then after all my real time posts, "he" chooses the latest tiny addition to my shorts (and added to replace what I covered Monday) to claim that only shorting a bit more now is the only real time post?

    While some people would be offended at "his" comments, I just want to clarify things to avoid having newer people to this misled. We can see inaccuracies in the posts with new "handles," but that's not where inaccuracies stop, IMHO. I think the real posters here need to add comments and corrections here repeatedly. Thanks Benchmarkit and some others.

  • Reply to

    Bottom?

    by rastarich May 1, 2014 7:09 AM
    everfoxy everfoxy May 2, 2014 8:31 PM Flag

    Correction: After dropping on Monday, CRM retraced part of its drop over the following 4 days. CRM was up both days by less than it was down on Monday. Actually, CRM rose Tuesday through Friday and this week's Friday close is lower than last week's Friday close.

  • Reply to

    Good to see

    by rastarich May 2, 2014 6:33 PM
    everfoxy everfoxy May 2, 2014 8:46 PM Flag

    Also, despite that you ignored that my small addition was a replacement of a small part of what I'd covered on the deep dip, you also wrote that I had shorted more around 52 to 53. Actually, the small amount I added was pennies under 53, so it isn't accurate to list 52, as you did. I didn't add more than 100 shares because I was hesitant to re-short those shares that low. Next week when CRM goes down more next week, I'll likely be sorry I didn't add more to my short position in CRM, as the stock drops back to the 48-49 level.

  • Reply to

    Bottom?

    by rastarich May 1, 2014 7:09 AM
    everfoxy everfoxy May 2, 2014 8:50 PM Flag

    I'll repeat this where it's shown without clicking it. CRM had a big down day on Monday. Moves up the next 4 days didn't raise the stock price as much as the stock price had dropped on Monday. Today's Friday close in the price of CRM is lower than last Friday's close.

  • If there is any bounce, it will be sold, IMHO.

  • Note that "stanislaus_roche3988" has a post referring to it being the end of the quarter, yet the account and all messages on that account are dated May 4, 2014. Also, one of the posts is a copy of something I wrote last Friday. It's one thing to be a rogue writer. It's another to be a sloppy rogue writer.

  • everfoxy by everfoxy May 6, 2014 4:57 PM Flag

    Even the extra short I added on Friday is now in the green. I'm posting this regardless of the need for posters such as Rasta to spin my words. Though I added those extra shorted shares just 14 cents under 53, aka as 52.86, Rasta asserted I was reporting a 52 short in real time. As I added then, over the past 2 years I've often reported in real time. Also, 52.86 is 14 cents less than 53 and around where CRM finished last week.

  • The question isn't about what GILD should charge for the drug. It's about what insurance companies and other payers actually pay for the drug. GILD has announced they would discount the price significantly to patients that have insurance. Might that be expanded to patients with Medicare, etc.. The printed price may not be the actual price in practice. I covered my short position when the stock price dipped under 70, but didn't go long when I covered my short. I've done a couple of quick trades in GILD since then, but have no bias due to holdings.

  • Reply to

    musing

    by everfoxy May 7, 2014 1:52 PM
    everfoxy everfoxy May 7, 2014 2:21 PM Flag

    CRM had a 4 for 1 split over a year ago.

  • So much for the DB upgrade for CRM earlier this week.

  • Reply to

    CRM's most recent filing.

    by benchmarkvit May 7, 2014 9:45 PM
    everfoxy everfoxy May 8, 2014 1:52 PM Flag

    It could be a pr tactic for innuendo that raising compensation is accompanied by greater value for buyers of the stock. In reality, raising compensation for insiders when there's no earnings can be bearish rather than bullish.

  • I could do the same for other stocks that have been dumped based on this year's revenues without earnings. The report in late May will be based on the recent quarter, not last year's. The comparison will only make CRM appear worse. If newer companies are punished for no earnings, what will happen to a 14 year old company with losses?

  • Check out the sizes of institutional holdings of CRM. For CRM, holders are listed in order of largest to smallest holders with the exception of Fidelity, I wonder if the size of the Fidelity holdings to be reported for the quarter ending March 31, 2014, have diminished greatly since December 31, 2013. Are there other explanations?

  • everfoxy everfoxy May 12, 2014 9:07 PM Flag

    Also check the one month and three month charts.

    Earlier I referred to institutional selling by the end of the first quarter on March 31, 2014. Also, tThere was a significant price drop on an April Monday morning.

  • everfoxy everfoxy May 13, 2014 10:29 AM Flag

    2 million is a sizable number of shares, even though it's a small percentage of their holdings. It will be awhile before we find out what holders sold and/or shorted on the day that pressured the stock price down to under 49.

    Trading volume swelled on that down day and others.

    Do you have an explanation for why the list is shown that way on Yahoo.com?

  • Who trusts Citi to get it right and communicate what will happen? IMHO, it's like throwing darts and communicating what might happen. I'm neither long nor short CELG stock, but just commenting after closing out shorts in recent weeks.

  • everfoxy everfoxy May 13, 2014 1:29 PM Flag

    Exactly!. I covered part of my short position on Friday and added it back Monday afternoon.
    Though CRM remains above where it dipped on Friday, it's down while stock averages are up today.

AGN
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