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Tessera Technologies Inc. Message Board

jacosa 127 posts  |  Last Activity: 10 hours ago Member since: Jan 24, 2000
  • jacosa jacosa May 6, 2014 11:16 AM Flag

    I know too, but the answer isn't very interesting. Investment boutiques that analyze the heck out of front-month options. There may be other legs to the trade that aren't as obvious. I can't match their research, their number crunching or their transaction cost, so I avoid them.

  • jacosa by jacosa May 5, 2014 12:33 AM Flag

    Not great, but the first hopeful one in about a year. General economic upturn, IFR approved in US and the end of the Costa Rica mess FINALLY at least in sight.

  • jacosa by jacosa May 3, 2014 10:54 AM Flag

    Biglefthook_00, I mean. It posts nonsense, with a first sentence that seems to mean something, but trailing off into gibberish. It doesn't respond (and I've commented pretty sharply on some of its posts). Is it perhaps a travesty generator that some person starts with an investment-sounding phrase and then lets run until it devolves into complete gibberish?

  • Reply to

    My hunch

    by faosto Apr 30, 2014 7:17 PM
    jacosa jacosa May 1, 2014 3:10 PM Flag

    It's just that for anyone to open the bidding, they have to be prepared to beat a counter-offer. That basically means being prepared to top $9 bln. Even with the silly season that seems to be developing, I think an acquirer would want to see how European sales respond to the new data (that is, 3 more months) before making that sort of commitment

  • As usual, please keep just this one topic free of personal remarks, price predictions, newsletter promotions and the like.

    Ok, I liked the YoY growth; didn't like the QoQ shrinkage. The year-end loading excuse^h^h^h^hplanation rings true, but this is supposed to be the rapid growth period for Jakafi use in MF.

    I dread to think how the market would have reacted if Dr Paul had run this CC. With HH front and center, well, look at the tape. I would prefer if he dialed the accent down a bit, but just a bit (after 30 years in the US, I'm pretty sure he can set it to whatever level he wants).

    Did you notice the bit about p3 results on Bari being available INTERNALLY this year? Sounds like Lily is hoping to follow the common practice of sitting on the first p3 results until a sufficient collection of them are available to support either filing or dropping out [ah, the luxuries of being a drug giant].

    I see a certain inconsistency in the projected research program. It seems that EVERYTHING is moving forward, including a go-it-alone trial of a JAK1 candidate against RA. Management had previously said that there wasn't money to do that. The reasonable conclusion is that they anticipate a large amount of new money within the next 2 years. That could mean that they anticipate partnerships, early success of Jakafi against prevalent solid tumors, or take-out.

    A lot more in there, but that's what I have to say for now. What do you want to point out?

  • Reply to

    My new revenue estimate

    by maddison3 Apr 24, 2014 4:47 PM
    jacosa jacosa May 1, 2014 1:48 PM Flag

    How'd they get away with that? We KNOW that inclusion criteria include the magic subgroup, but it isn't in the clinicaltrials description.

  • jacosa jacosa Apr 30, 2014 11:30 AM Flag

    You've had 2 days to answer. My verdict is that you have no clue about options strategies for retail investors.

    For anyone who wants to learn, "Options as a Strategic Investment: by LG McMillan is a good introduction to strategies (You'll have to exercise good taste; few strategies are appropriate for a retail investor in single stock options).

    A few rules of thumb that figure in here: 1) Rarely buy options (you're buying duration premium that depreciates; you need a very good reason to take on that cost) 2) The market's most reliable seasonality is that small speculative-growth companies outperform the overall market in January 3) Front-month options are the preserve of professional investors with vast analytical resources. 4) The safest strategies are those that liquidate the positions on a set date--thus, options combinations with different expirations need extra justification.

    I've been using single stock options since about 1973, and have made most of the obvious mistakes. I have used a 4-option strategy ONCE (it failed). Mostly I write covered calls on stocks I expect will go up (but not as fast as the fans expect) and naked puts against issues I believe have gone down for short-lived reasons. I prefer durations around 6 months.

TSRA
23.22+0.38(+1.66%)Jul 30 4:00 PMEDT

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