zgold, you can start a kickstarter too when you owe your broker a large margin call you can't afford..
I've never understood going short stocks where one simple news item can rip your face off... i only put shorts on where the stock's upside is limited in any scenario. That way if you're wrong you can't get hurt too bad. In other words, I've never shorted a bio, or the like.... made a bundle shorting GNC lately though lol
BA reminds me of IBM.. I absolutely love some of their programs but would never buy the stock because I don't want all the other baggage that comes with it. Hard for me to root against Lockheed as a standalone company. I rank LMT and NOC on the same pedestal.. but even LMT looks bloated next to NOC!
all the big defense firms have some embarrassing errors in their past, including NOC. but to anyone who follows this whole saga.. it's obvious LMT/BA are just contesting because there's so much money on the table - not because the DoD didn't make the right decision. DoD had their top acquisitions team working on the LRSB project. They didn't cut corners on this one.
It smells like BA/LMT are upset that some legit politics went into the decision making as well. BA has the manufacturing scale to lowball NOC's offer but first of all that's not what DoD was looking for - they want highest quality at a fair price, not bottom dollar. Secondly, the DoD felt compelled to keep NOC in the aircraft game. I'm sure if NOC's product was inferior it would have gone the other way. The bomber is far too important strategically. But BA/LMT would have had to beat NOC's design, not just match it and come in under them on the pricetag. I'm sure that made the joint venture raving mad. Enter the lawyers....
the F35 has gone so smoothly.... lol.. maybe lockheed should break the upward spirally cost curve of that program before they sick their lawyers on the DoD.. BA's tanker program has been a disaster.
I guess LMT/BA attorneys don't assign any value to NOC's engineering experience from the B2 and most advanced surveillance drone program in the world...? Not to mention, NOC's X-47B drone is platform capable of carrier launches/landings and midair refueling.
They can take their spiraling cost curve and shove it where the sun don't shine. NOC earned this award and they are more than qualified to take on the B3. No one likes a sore loser.
i do both. Still hold a long core position in nxpi. Been in the stock since 2011 and have very high respect for the business and mgmt. Long term holders will do fine, I just can't tie up an overweight long position here in the meantime.
just sold my trading shares from thursday at $77. Hurts, leaving over $2K on the table from this morning. Still made a nice profit. Let the shorts dig their grave, I will pick up new shares cheaper once this settles out.
prudent, can't fault ya for that. Stock is still cheap but has nearterm headwinds. depends on one's timeframe and investment style as to whether one should be neutral or overweight here
QRVO is RF Micro with a new name. Not the same level of quality as NXP. Mustang is right, today is already overdone. Analyst, your sentiment that the market could continue overreacting in the short term.... I would not argue against you there either.
exciting, isn't it? (jk)
mait - this CT order has something to do with a long term lease. Could involve Roche indirectly. All speculatiion at this point (except for my first sentence)
someone made a typo (on 10Q or the CT order). CT order says 10.1...
Is the CT order regarding 10.1 or 10.2?
Lease Amendment Agreement by and between the Registrant and Peninsula Innovation Partners, LLC, dated July 23, 2015
Lease Agreement by and between the Registrant and Menlo Park Portfolio II, LLC, dated July 22, 2015
+Confidential treatment has been requested for portions of this exhibit. These portions have been omitted from the exhibit filed herewith and have been provided separately to the Securities and Exchange Commission.
can't believe the arbitrageurs aren't pushing the price up a bit more already. Must be frustrated longs selling in droves, out of frustration over the t/o price. it's feeding the former... I can understand why they're frustrated. It's about a billion$ or so less than I was expecting. I think you're right - regulators will let this deal go through because higher volume prescriptions will help walgreens keep medicine cheap (which is what the government wants)
2 quarters doesn't figure in future revenue streams beyond the $20m roche milestones. so they easily don't need cash for at least six months. Stock can run much higher in the intermediate term. So I ask again.. why raise here? Why not raise over $10?
They might raise at some point, but why here? They don't need cash any time soon and the stock's in a nice uptrend. If you're short hoping for a secondary, you are probably gonna get burned.