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idbtc 90 posts  |  Last Activity: Aug 24, 2015 12:41 PM Member since: Dec 5, 2007
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  • Reply to

    There was liquidation noted in 240 calls

    by robtri2 Jul 27, 2015 4:05 PM
    idbtc idbtc Jul 28, 2015 2:21 PM Flag

    what happened? the volumes are back up again. Maybe faulty data on yahoo a day ago or was there really such big changes day to day?

  • Reply to

    Marketcap loss

    by pere_joseph Jul 28, 2015 12:53 PM
    idbtc idbtc Jul 28, 2015 1:26 PM Flag

    You have to understand that investors believe that Amazon can make a profit whenever they want to do so (by stop spending) but it will come at the cost of growth. And you really can't compare Amazon to Bidu, for one they are not even in same businesses. Amazon has a few huge business lines contributing to their growth whereas Bidu is all marketing revenues. Amazon is about creating new technologies to support sales growth and their commercial cloud business is among the best. Bidu is search, nothing but search. You really shouldn't compare the two. Netflix is profitable and their subscriber growth is incredible. Lastly, it is all about expectations game, Bidu just isn't as good at it than US companies and with Chinese companies growing out of flavor, Bidu is a good proxy to sell to hedge any losses investors have holding Chinese ETFs.

  • Reply to

    NIce move on Allergan

    by idbtc Jul 27, 2015 12:35 PM
    idbtc idbtc Jul 27, 2015 3:49 PM Flag

    according to WSJ the deal is about $36 billion and $4 billion in Teva stock. Will AGN provide special dividend to shareholders? I don't know but I doubt it and I'm fine with that because I trust my investment with Brent Saunders. These type of CEO are basically fund managers in their own sector, buy low and sell high. Let Brent Saunders and guys like Michael Pearson (VRX) do their trading for me. They know the capital markets game and so far, they have Wall Street approval of their wheeling and dealing. After the Teva deal, Agn will have room to grow again and more catalyst (in terms of deal making) to make the stock move again.

  • that is why you see this big down draft once it broke $5 bucks, institutions are forced to sell, they can't be seen holding a penny-like stock on their quarterly performance reports. This thing, if worth anything, should have been bought out by now, but now looks like drifting to pink sheet status.

  • Reply to

    needed contractor for flooring

    by idbtc Jul 22, 2015 4:54 PM
    idbtc idbtc Jul 27, 2015 12:47 PM Flag

    you could have the same issue with contractors found on Angie's list too. What you think ratings really works in this business. Contracting is full of cowboys. Sounds like you didn't ask your friend if he seen his work, I mean, c'mon, if you going to to addition to your house, that is basic due diligence. I went to my contractor's other job sites a few times and spoke with his previous clients etc.. Hey, I still could have gotten burned, but you do your best to hire the best person for the job. And the point of the post was that you can get a whole bunch of names for free, some of which might even appear on Angie's list. It is insane to pay for this information.

  • At 120 bn mkt cap, it was hard to move the needle for this stock so by selling a chunk of the business and resetting itself, now it can repeat the returns for the investors at a smaller base to rise from. Beautifully done.

  • Reply to

    Cramer strikes again...

    by gollywogazoo Jul 24, 2015 9:14 PM
    idbtc idbtc Jul 25, 2015 12:05 AM Flag

    in hindsight, yes, it was overvalued because the research results on Alzheimer still need to better outcomes, but most people wouldn't know these result until they came out. If it were good data, then this company stock would be undervalued, so it is hard to blame Cramer in this case for results that weren't up to expectations - everyone knows buying these stocks mean taking a gamble. Hey, I took my lumps here, just move on.

  • Reply to

    should I sell?

    by ducheau Jul 24, 2015 1:05 PM
    idbtc idbtc Jul 24, 2015 4:24 PM Flag

    Maybe, there are those who say receptos buyout premium at 12% from closing is way too low and judging from celgene price action, it is probably true - which is why I decided to buy celgene afterwards. Not sure how Tecfidera sales forecast would drag down Receptos considerably. No doubt, all biotechs are doing poorly today. I was a holder of DNDN before it dropped 50% one day.

  • Reply to

    How long will it take to get back to $580?

    by jeffwtux Jul 24, 2015 3:53 PM
    idbtc idbtc Jul 24, 2015 4:09 PM Flag

    why, u bought at $580? seeing where it ended today, don't think 580 anytime soon, probably another nice report will do it - so at least 3 months out.

  • Reply to

    should I sell?

    by ducheau Jul 24, 2015 1:05 PM
    idbtc idbtc Jul 24, 2015 3:40 PM Flag

    I bought celg after they reamed my RCPT with lowball buyout, and also added to celgene after they reported, should've done the same with BIIB (that is see results first), but wasn't disciplined, took too much risk before the fact.

  • Reply to

    should I sell?

    by ducheau Jul 24, 2015 1:05 PM
    idbtc idbtc Jul 24, 2015 3:29 PM Flag

    celgene reported already.

  • Reply to

    should I sell?

    by ducheau Jul 24, 2015 1:05 PM
    idbtc idbtc Jul 24, 2015 2:56 PM Flag

    I don't have a 100 shares, 85. It is a big loss still, no doubt, but win some, lose some. Got in receptos under 100. So chunk of that profit loss to BIIB. Just playing the odds, you play small, you lose small and gain small. But my 85 shares might be squat to those who play for house money type gains.

  • Reply to

    should I sell?

    by ducheau Jul 24, 2015 1:05 PM
    idbtc idbtc Jul 24, 2015 1:18 PM Flag

    tough to hold on, another bad news down the road and this stock can get shaved in half again. I'm in at your same price point but less than 100 shares as I knew it was speculative. I will wait a month or two to see where it settles but I wouldn't to hang on for the next earnings report.

  • idbtc idbtc Jul 22, 2015 10:28 PM Flag

    this will be an interesting read. Like to see the appraisal report and how they arrived at the premium and who is the independent evaluator. The BOD must of also hired their own independent valuation specialist to help them make the decision to mitigate shareholder lawsuits. In an odd twist, now Receptos management wants to probably talk down their potential to justify this deal at this price, otherwise, all indication from pricing of stock is that this was heading to $300 minimum. If a higher bid happens, great, but I'm not on the camp that the options are saying much despite the volume, since the premiums are so low.

  • when to a tile store, manager gave me a list of 30 contractor names on a list that he dealt with who was reasonable. Seems like he was use to coming in here with that sort of request. I wonder how many stores give out names like this. I have no idea why people would pay for this information.

  • Reply to

    at least their cafeteria is wonderful

    by idbtc Jul 22, 2015 1:41 PM
    idbtc idbtc Jul 22, 2015 2:30 PM Flag

    if this company had any solid core business, Goldman would have found them a buyer by now. I mean the price is sliced more than half from highs. This business has no barrier to entry, large social media player can literally put up yelp-like features and probably do, and just chip away at their business. The reports on Yelp so far as been on how much they spend on rent at their SF offices and now how beautiful their kitchen is, meanwhile their stock keep going if no one at Yelp cares except to make sure they have nice offices.

  • as highlighted on CNBC, what a wonderful oasis for their employees to enjoy afternoons on a 5 star kitchen with all the free gourmet food at their finger tips. So what if their food expenses are very high, they got to act the part of a silicon tech company splurging on their employees.

  • Angie's list is just that. A list of contractor names...whoopie doo.. and somehow it is still worth $200 million mkt cap. Their website is nothing more than a glorified message board and any programmer could put up in a few weeks time.

  • idbtc idbtc Jul 22, 2015 1:45 AM Flag

    Celgene has put up press releases and upped their guidance based on receptos in their fold and Celgene stock has rallied like 15% since the deal has announced. While the ink is not dry on this deal as far as closure, it just seems to me that Celgene and their bankers/lawyers probably gauged shareholders and even potential bidders to see where they are at and then Celgene felt comfortable that this is theirs for the taking. I don't like the price either but just seem the way this is playing out seem pretty final. Like I said, I hope I'm wrong and I hope someone else would make a higher bid. It would be interesting to see in the filing how Celgene and RCPT deem 232 as a fair price as there should be independent appraisal reports that the BOD of recpt rely upon (to protect them from lawsuits).

  • Reply to

    A one-product company

    by mcosby78 Jul 21, 2015 10:48 PM
    idbtc idbtc Jul 22, 2015 1:25 AM Flag

    well, you can say that about smart phones 10 years ago. Upgrades to what? seriously, a company doesn't reach $700 billion mkt cap without knowing how to reel the customers in day in and day out. I'm not an apple product user, but I sure as heck know that brand names like this don't disappear and people are just craving for incremental changes that apple can market as the next best thing. You might not believe in it or consider it innovation, but it sells and I'm not fool enough to argue against this business model of marketing gimmicks. A company would $200 billion in cash have plenty of ways to buy or fund innovation anyway they see to it. Tesla is same as apple, high end stuff marketed to crazed fans. Heck, if anything I see more risk to Tesla as it is all about an electric powered car, who is to say someone else can come up with a better battery? with Apple, at least there is an ecosystem to keep people linked in regardless of the hardware.

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