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TravelCenters of America LLC Message Board

granicus007 128 posts  |  Last Activity: Jul 14, 2014 1:42 PM Member since: Feb 24, 2011
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  • Reply to

    Citron done with QCOR?

    by mkerryfuller Mar 4, 2014 6:10 AM
    granicus007 granicus007 Mar 4, 2014 6:16 AM Flag

    QCOR may not be done with Citron though? :)

    Sentiment: Strong Buy

  • BAML analyst states on 2-18, that moving alone (called a "tax inversion"), would change BAML's price target from $80 to $104. Which is a 30% boost!.
    And QCOR has a number of other readily available options that could also be significant, game-changing events for QCOR shareholders.
    "All options are on the table"....what else do we need to know!

    Sentiment: Strong Buy

  • I just read Janney, Montgomery, Scott's review of the JPM's Healthcare conf in SFC last week. Prominent mention of Questcor as a top takeover target in 2014, with a " current" fair value of $90/ share. And this $90 is before a number of potentially very positive catalysts that may come to fruition in the near future. Molloy, the analyst who wrote the article, has a very good track record for QCOR investors.

    Sentiment: Strong Buy

  • or, what they should know.
    QCOR has overcome every impediment the shorts have fabricated. Bailey has multiple levers to pull to significantly boost QCOR's share price as he mentioned at the JPM conference. And "all options are on the table". So perhaps the more apropos question should be not "what do the shorts know now?" but rather "when does Don Bailey pull the trigger?". Bailey is primed and loaded, and the only question is when. Stand by.

    Sentiment: Strong Buy

  • Read Mikeys seminal defense of Questcor and the numerous fallacies he exposes in Citron's allegations. Ignore the noise. Thousands of bright, educated medical doctors, continue writing scripts at record numbers because Acthar works. Period.And look at this rejoiner from awallejr:
    The shorts lost. The longs battled them hard here debunking their entire thesis against QCOR. They made a last gasp attack the morning after a good earnings report to collapse the stock, yet it ultimately held. I was confident it was over. Then this report. I admit my heart stopped when I first read that headline in their report. I have to believe that scared a heck of a lot of investors. And I have to believe it was intentional especially because of the timing of its release. Why wasn't this released months earlier?
    But then I read the report and realized it had NOTHING to do concerning whether Acthar works or not. NOTHING. Nowhere do they challenge the underlying drug. At best they challenge potential weak doses in TWO vials that they somehow got their hands on. Absent their establishing a chain of custody FROM THE VIALS FIRST CREATION to testing, the results are inadmissable since tampering or imporper handling could have occured at ANY point, including INSIDE this purported distributors' facility. And with millions at stake don't kid yourself believing that tampering or mishandling wasn't possible.
    So now we have a report that tested a measely 2 vials that odds are were at the least mishandled and because of those tests "acthar faces severe risk of being pulled off the market by the FDA." Except here's the kicker not one single patient USING Acthar has shown ANY signs of danger from the use of the drug. Not ONE doctor has filed a complaint against the efficacy of the vials being used. That it is beyond contestation that children are being helped by Acthar and are able to avoid dialysis or needing a kidney transplant. If the SEC doesn't intervene at least on behalf of ill children

    Sentiment: Strong Buy

  • Reply to

    Charels Schwab suing Retrophin

    by mkerryfuller Jun 17, 2014 12:39 PM
    granicus007 granicus007 Jun 17, 2014 1:19 PM Flag

    RTRX may need some Acthar gel before this is over?

  • Reply to

    Fox Business

    by drdonrs Jan 28, 2014 4:58 PM
    granicus007 granicus007 Jan 28, 2014 5:10 PM Flag

    I wonder how much her kick-back is for riding this same horse over and over? I've read her work before and she simply regurgitates the same spiel. Her work doesnt even qualify for research. If she is paid by the value of her research she may be in trouble?

    Sentiment: Strong Buy

  • Mr. Bailey, being the gentlemen he is, would not say this....but maybe he thinks it? "Guess whose turn it is now Shorty?"
    From PulpFiction...Marsellus Wallace: You hear me talkin', hillbilly boy? I ain't through with you by a da*n sight. I'ma get medieval on your as*
    The sequel to this by the way is "Get Shorty"...stay tuned...

    Sentiment: Strong Buy

  • granicus007 by granicus007 Feb 13, 2014 10:50 AM Flag

    save yourself some $$$....avoid putting in tight stop-losses. Volatility may be higher than many stocks. Don't let it rattle you. Remember the Shorts are DESPERATE for your qcor shares. They are drowning, earnings release is right around the corner, an update on script sales, and QCOR's CEO has publicly stated "all options are on the table". QCOR shares are going UP, the Shorts know it and will do anything and everything to spread FUD to benefit themselves-to your detriment. So resolve yourself to avoid the "noise". Longs are in good hands with Don Bailey and a very impressive Board of Directors.

    Sentiment: Strong Buy

  • Alexion Pharmaceuticals Inc. (ALXN), maker of the rare-disease drug Soliris, soared to a record value after fourth-quarter earnings and its 2014 forecast exceeded analysts’ estimates, helped by a lower-than-projected tax rate.

    Alexion gained 21 percent to $162 at 10:03 a.m. New York time, after reaching $169.98, its highest intraday price since the company first sold stock to the public in 1996. The shares of the Cheshire, Connecticut-based company had risen 41 percent in the 12 months through yesterday.

    Alexion reported earnings, excluding one-time items, of 87 cents a share, topping by 3 cents the average of 18 analysts’ estimates compiled by Bloomberg. The drugmaker’s 2014 profit forecast of $3.70 to $3.80 a share was higher than the average estimate of $3.46. The company also projected an adjusted tax rate of 10 percent to 11 percent, compared with the 26 percent estimate of Cowen & Co. analyst Eric Schmidt.

    “The biggest news today, though, is an Irish tax restructuring the company has just completed,” Schmidt wrote in a research note today. “2014 guidance was ahead of consensus on the top line, but far ahead of consensus on the bottom line due to the tax restructuring. This will drive lower future taxes and cost of goods sold, and higher profitability, than the Street had anticipated.”

    Alexion forecast 2014 revenue of $2 billion to $2.02 billion, higher than the average estimate of $1.97 billion.

    Fourth-quarter sales surged 38 percent to $441.9 million, beating the average $431.5 million estimate, as use of Soliris rose in Western Europe, Japan and the U.S.

    The drugmaker reported a net loss of $19 million, or 10 cents a share, compared with profit of $81 million, or 40 cents, a year earlier.

    Sentiment: Strong Buy

  • granicus007 granicus007 Jan 22, 2014 10:28 PM Flag

    I think Mikey may have successfully outed good ol' GS

    Sentiment: Strong Buy

  • Reply to

    Article Submitted

    by oogaboogabooga1459 Mar 1, 2014 2:39 AM
    granicus007 granicus007 Mar 1, 2014 6:03 AM Flag

    Mikey, you are one very talented guy. Thx again for your efforts :)

    Sentiment: Strong Buy

  • granicus007 by granicus007 Jul 11, 2014 8:17 AM Flag

    and the same regurgitated yellow journalism, over and over again. Hastily pieced together, illogical, ignoring the facts...Why should QTR be rewarded, by the click, when adding NOTHING of real value (for longs or shorts)? QTR cannot be impartial, it is beyond the mental construct.
    ps is QTR really Gretchen at the NYT's? :)

    Sentiment: Buy

  • granicus007 granicus007 Feb 28, 2014 8:05 PM Flag

    Superb job Mikey! Give'em hell....

    Sentiment: Strong Buy

  • granicus007 granicus007 Feb 25, 2014 12:41 PM Flag

    yes, spot-on mclim!

    Sentiment: Strong Buy

  • Adam F, Andrew L, in concert with their buddies at NYT, Barron's, Quoth The Dodo Bird-they all appear to work in unison with well coordinated drive-by shootings, all timed perfectly it seems. And there were some very bright longs who picked up some very unusual options activity just a week or so ago. Um, surely not?
    And as one knowledgeable poster stated earlier, QCOR may have asked the SEC to become involved in the original investigation. Shorts have given the impression the SEC initiated that-but that may not be so? Especially in light of the always active QCOR options activity that precedes these attacks. Recall that in Citron's latest "piece" it was noted QCOR was litigious. Why not bring in the SEC if you were Don Bailey? Something to think about...

    Sentiment: Strong Buy

  • Im sure the New York Times will run a new piece now in order to balance the drive-by shooting they released on Mr. Bailey's pre-arranged selling program (while omitting the millions of shares he still owns). Yippi kai yai ya

    Sentiment: Strong Buy

  • I'll just take this opportunity to remind folks that I have pointed out a few times the last 1.5 years that QCOR has left hints in PR, SEC filings, and lawsuit filings, that they aren't just sitting back and taking all this.

    Things take time though, and there is an old saying about giving someone just enough rope to hang themselves...

  • To Questcor investors this statement is an absolute game changer for Longs - and game over for Shorty.

    Sentiment: Strong Buy

  • Reply to

    Rajesh

    by caffeinsomniac Feb 5, 2014 8:43 AM
    granicus007 granicus007 Feb 5, 2014 8:47 AM Flag

    "Global" has a nice ring to it....

    Sentiment: Strong Buy

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