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Momenta Pharmaceuticals Inc. Message Board

oilpooldeeps 5 posts  |  Last Activity: Dec 24, 2014 10:54 AM Member since: May 7, 2011
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  • Reply to

    Most predictable thing ever ...

    by oilpooldeeps Dec 23, 2014 7:12 PM
    oilpooldeeps oilpooldeeps Dec 24, 2014 10:54 AM Flag

    As far as Apple goes : Yes - remember that part when it bombed from $700 to $385?? Try hard now, see if you can recall that. Took a full year, a zillion dollar buyback and a dividend to bring it back. You figure no one lost big $$ when it crashed? You missed the entire point anyway - the issue was the predictability of the crash -. Apparently I have to point that out.

    It was totally irrelevant where GILD was priced relative to the rest of the market. - it was going to go down, and it was predictable. Apparently I have to point that out.

    Selling GILD at the right time for the right reasons (which i did) does not make me a basher - it just makes me a much more astute investor than you.

  • The only question was when would this happen. Express Scripts has little to do with this , focusing on them is missing the point . Its basically AbbVie negotiating exclusive pole position for a lesser drug (but one that still works) . Another word for it: competition.

    In Canada a couple years ago, Rogers had the only 3G network, and all the iphone and smartphone sales, and they enjoyed lofty quarters for a while. But Telus and Bell were building a joint 3G network. Same issue as here, it was when, not if. But Rogers stock stayed elevated. Only when the first results started to roll in after the Telus/Bell network was up , well , gee, guess what?? Rogers new smartphone and data plan subscrriptions plummeted . The stock went down. It never should have even been up. Only an idiot would have seen an actual meaningful competitive advantage there.

    Same with Apple - stocks bombs when - gee, guess what - people started buying tablets and touchscreen smartphones from other companies. Some of their junk is even better than Apple's. Moral of the story: don't price a stock for a sustainable monopoly position when they don't have one.

    Only a fool couldn't have seen that market share would be lost, and prices would go down for Gilead. I read a bunch of stupid assertions as to why somehow that wouldn't happen. But it did, and it was obvious from day one.

  • oilpooldeeps by oilpooldeeps Nov 12, 2014 7:44 PM Flag

    I don't care if it goes to 10.00 tomorrow. It was 1% of my portfolio and i can't be bothered with it. Too much of a mess, and I very much suspect the dividend is not properly funded at this point.

    I moved the funds to add to a clean energy etf that I own - but if I was going to take a different REIT I think I would take W P Carey. However - WPC yields about 5.7 % , and historically it averaged about 6.5% so when rates even begin to rise, it will probably revert closer to the mean and I guess I'll wait for that type of a scenario. . I'd like to get 6% for yield if nothing else

    But enough silliness with ARCP. shareholders are responsible when they chase high yield companies who have obvious operating or solvency or structural issues - but shareholders are not responsible for this kind of junk. I hope the FBI et al really deals some hard smacks to a few people here.

  • wait 3 years for the dividend to get me my $$$ back. Who could want more from an investment??? And no, I couldn't be bothered to average down. Its only about 1.5% of my portfolio so phukkit.

  • You'd think that with all the reinvestment in business, Amazon would present as an unassailable fortress. But they look more to be vulnerable and under increasing attack. The online market is going from a centralized one company deal to a fragmented market that will end up with too many players. Wal Mart, Alibaba, Staples, Best Buy, you name it - everyone is getting in on it - any large company with decent resources. . And much more to come. Only the Fed Ex and Ups will benefit in the end.
    Amazon also looks wildly unfocused. Google has the same issue - investing in all kinds of experimental tech in the race to be the biggest player in future-world. But Google has done a much better job, and has the distinction of massive resources that keep increasing. It's cash horde is insane. Amazon is being run into the dirt, getting poorer. Maybe Alibaba will buy them.

MNTA
10.63-0.56(-5.00%)Jan 23 4:00 PMEST

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