Thu, Nov 27, 2014, 10:05 PM EST - U.S. Markets closed for Thanksgiving Day

Recent

% | $
Quotes you view appear here for quick access.

DexCom, Inc. (DXCM) Message Board

om4carley 73 posts  |  Last Activity: Nov 26, 2014 2:43 PM Member since: Jul 3, 2010
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    TKAI

    by ebsinger Nov 25, 2014 9:55 AM
    om4carley om4carley Nov 26, 2014 2:43 PM Flag

    I am a long who has a significant MDVN position from below 50. TKAI is my technology hedge, and the $ I have in TKAI are not 10% of what I have in MDVN. But, as news develops, I will add.

    Since it's such a small position, I don't follow the news, the action of the stock tells me what is going on. But, I thot maybe the first poster had some news that I was unaware of.

    MBs are all about asking for help.Want some? Don't be a jerk your whole life.

  • Reply to

    Bot some back

    by om4carley Nov 26, 2014 10:55 AM
    om4carley om4carley Nov 26, 2014 12:51 PM Flag

    oops, bot way too soon, the decline continues, and now it is taking me down even more!!!

  • Reply to

    TKAI

    by ebsinger Nov 25, 2014 9:55 AM
    om4carley om4carley Nov 26, 2014 11:09 AM Flag

    Tks for the response.No offense, but there is nothing new in your reasoning. I fully agree with all your points, but who is to say if the mkt cap for TKAI at this time shd be 330M (where it is now), 300M, or 400M??

    In my experience, these developmental biotechs trade on the news releases. A good one drives it up, and no news allows it to drift lower.

    As to your specifics, regardless of Xtandi etc, the mkt for prostrate drigs is $17B total, I read that somewhere. It will be even larger in a year or 2. So if all the risks are overcome, in 2 yrs TKAI could be on it's way to $1B in rev, and a $5B mkt cap, but right now, it's 330M, and I see no reason for it to move higher without some new info, and every reason for it to drift, with no info.

    But, I might add some...tks again.

  • om4carley by om4carley Nov 26, 2014 10:55 AM Flag

    I have been a bear on this, despite holding some. Hope this isn't a bad move, but I just bot back the shrs I sold at 7.20, buying them at 5.75.

    Seems like a no-brainer, but watching the price movement, who can know anymore?

    GLTU...

  • Reply to

    Down on very low volume

    by malgotas Nov 18, 2014 12:06 PM
    om4carley om4carley Nov 25, 2014 4:50 PM Flag

    become, I can list 20 China stocks with fwd PEs of 5-10. CSIQ is another loser I own. Fwd PE of about 6.5, and they are a leader in solar.

    martik, just watching HPJ the last few days (bad), and the overall mk (much better)t, I am becoming more bearish.

    As I posted many posts ago, I sold 1/2 when it popped, shd have sold it all, so I am in the schmutz with you guys, just not optimistic about getting out anytime soon.

    GL, and Happy Thanksgiving.

  • Reply to

    Offering is closed...

    by ducttapesolder Nov 25, 2014 1:45 PM
    om4carley om4carley Nov 25, 2014 4:15 PM Flag

    short interest reports are meaningless. They only report the borrows. They can't, and thus don't, include naked shorts.

    RMTI is not a victim so far of naked shorting, it seems, but in extreme cases, naked shorts can double or triple the number of short shrs, and, worse, since there isn't a borrow, naked shorts flood the mkt with fake shrs, essentially overwhelming the supply/demand curve for a stock.

  • Reply to

    Pinned at $9.00 to allow the Shorts to cover

    by annieg007 Nov 25, 2014 8:44 AM
    om4carley om4carley Nov 25, 2014 3:57 PM Flag

    "The market it rigged against us."

    When I was in college, we would start a poker game when there would be a lot of "other" people around. Usually a Th/Fri nite. We would have just 6 seats, and they would be all filled.

    When someone would ask about joining, we had a plan. Someone would agree to step out for an hour or so, and give up his seat.

    We would all play against the newcomer, with everything from hand signs to betting signals, trying to take enough of his money to get him to leave, and then get another mark to sit down.

    If we could get 3 marks in a nite, and each left 50 bucks in the game (this was in the late 60's, 50 bucks was a fortune), we all knew that we might play all nite and have everyone come out a winner.

    And, that is just what the stock market is...

  • Reply to

    TKAI

    by ebsinger Nov 25, 2014 9:55 AM
    om4carley om4carley Nov 25, 2014 3:27 PM Flag

    I am long TKAI. I would like to know why you think the current valuation is "laughable"?

    Maybe I shd add, but I am interested in the basis for your statement.

  • Reply to

    Andy comes through.

    by billa_from_sf Nov 18, 2014 11:41 AM
    om4carley om4carley Nov 22, 2014 10:36 PM Flag

    wow, a blast from the past.I sold my LU at 74, it was a small position, I had a very large SUNW position at the same time, did not sell, took a real beating...

  • Reply to

    Response from Scottrade

    by malgotas Nov 19, 2014 10:35 AM
    om4carley om4carley Nov 21, 2014 5:09 PM Flag

    In case I wasn't negative enough, here's another killer bug. When a company releases their earnings after mkt closes, 10.x lets you know this thru a news window. If you click on that notification, you can only access that story. In many cases, about 99% of them, there are many separate news stories. So there's another pull down to access all the news.

    That does not update in a timely fashion, I need to GO TO YHOO to get current news.

    I could go on, and on. AT 10.x is a disaster.

  • Reply to

    Response from Scottrade

    by malgotas Nov 19, 2014 10:35 AM
    om4carley om4carley Nov 21, 2014 5:04 PM Flag

    re Fidelity, do you use ActiveTrader? It is, by far, the worst new product I have ever seen released.

    I gave them a list of 8 or 10 features that 9.x had, that have been dropped out of 10. A simple example, you can't save orders for future execution. Another? Fixed length of quotes in the quote window, 9.x let you customize it. Also, 9.x "bubble sorted" it, ie, the most recent used was always at the top.

    Then, I pointed out about 10 bad bugs.

    I talk to them, I write them, and nothing gets fixed.

    I know they know it stinks, I keep getting surveys about "how likely are you to recommend Fidelity", and now I say completely unlikely.

    Last, and this is the killer, I am suspicious of their accounting for my trades and my account balances. I am considering hiring a forensic accountant to go thru just one of the accounts I have there and tell me if it is being done properly. Why do I worry about this? In 3 different places you can find daily account changes, and they are all different, sometimes wildly different.

    I could not be more negative toward Fid, and I have had an acct there 9actually 4 accts) for over 20 yrs.

  • Reply to

    Response from Scottrade

    by malgotas Nov 19, 2014 10:35 AM
    om4carley om4carley Nov 20, 2014 1:55 PM Flag

    me2, seems like a load of bs...

  • Reply to

    Down on very low volume

    by malgotas Nov 18, 2014 12:06 PM
    om4carley om4carley Nov 20, 2014 9:11 AM Flag

    become, I won't and can't argue what they will earn.

    I also own some JASO. Chinese solar. They just reported, and their 2015 EPS est was raised from 1.43 to1.48.

    SPWR is in the same business, with the same business model, slightly larger in rev, and their EPS est for 2015 is 1.43.

    SPWR is at 28, and JASO is at 8.50.

    In a nutshell, that is why all the calculations mean nothing to me.

  • om4carley om4carley Nov 19, 2014 3:29 PM Flag

    My thots on that...stocks are a piece of ownership in a business, and the only value to a business is revenue that generates profits.

    Now, a huge percent of the listed stocks on the Nasdaq do not produce profits. Why are they not at zero? Well, that's because there's a "narrative" about how great things will be at some point in the future.

    Every stock that trades on a narrative, ve profits, is a speculation, not a valid investment.

    ENPH is a spec,I have as much faith in their future success as I have in the validity of the statements of the posters on MBs.

    And, saying EPS is not that important says that you are OK with losing money. I am trying to be an investor,with limited exposure to speculations. I am not OK with declining eps estimates. ENPH is going in the wrong direction.

  • Reply to

    Down on very low volume

    by malgotas Nov 18, 2014 12:06 PM
    om4carley om4carley Nov 19, 2014 12:22 PM Flag

    Trying once again:

    I tried to post a response, and it got lost. YHOO loses more posts than the IRS loses emails.

    A response to just one of your retorts, look at the vol on HPJ in the 5 days before it peaked about 3 weeks ago, and the volume today.

    That near 10:1 ratio is a textbook definition of a momo stock.

  • Reply to

    Down on very low volume

    by malgotas Nov 18, 2014 12:06 PM
    om4carley om4carley Nov 19, 2014 12:05 PM Flag

    I tried to post a response, and it got lost. YHOO loses more posts than the IRS loses emails.

    A response to just one of your retorts, look at the vol on HPJ in the 5 days before it peaked about 3 weeks ago, and the volume today.

    That near 10:1 ratio is a textbook definition of a momo stock.

  • Reply to

    Down on very low volume

    by malgotas Nov 18, 2014 12:06 PM
    om4carley om4carley Nov 18, 2014 7:25 PM Flag

    YHOO really screwed that up, let me try to edit some of it:

    HPJ has many things going against them. One is they are small, and could come under attack of a larger competitor at any time. How does that work? The larger guy goes to HPJ's largest customer, and buys the business. If you don't think that happens, I spent years in sales mgmt, we did it every day, every week, etc. We targeted accts for so many reasons. Attacking a small competitor was child's play.

    Another thing is that they are Chinese. For a Chinese company, they have a rich valuation. Compared to US companies it looks cheap, but compared to the Chinese companies listed on our exchanges, it is pretty rich.

    Along with that comes the HK shorting companies. Just like our US HFTs, there are large trading companies in HK that seem to short US-listed China stocks at will.

    Another thing is that HPJ, and all battery companies, are subject to variation sin the cost of the raw materials (ie, commodities), and lithium is very volatile in price. Larger companies have more experience with managing those costs.

    HPJ was a momo play. I was out, and decided to try again, buying at 7 after selling over 8. It is clearly no longer a momo play. It will take 2-4 months for any news that might get it back to 8. But until there is great news, the momo is gone.

  • Reply to

    Down on very low volume

    by malgotas Nov 18, 2014 12:06 PM
    om4carley om4carley Nov 18, 2014 4:43 PM Flag

    H#$%$! Skeptic#$%$l #$%$rguments on #$%$ YHOO MB #$%$re #$%$s r#$%$re #$%$s #$%$ Democr#$%$t #$%$dmitting he knew J Gruber!

    The first question #$%$ REAL investor #$%$sks is, how do I m#$%$ke money. On most MBs, most the posts #$%$re #$%$bout wh#$%$t I c#$%$ll the n#$%$rr#$%$tive. Th#$%$t's the story #$%$bout why it's #$%$ good comp#$%$ny, why the stock is che#$%$p, why it will double, etc, etc.

    I w#$%$s on the PLUG bo#$%$rd l#$%$st week #$%$nd there wer 20 posts, #$%$nd 20 rel=lies to e#$%$ch post, #$%$bout wh#$%$t h#$%$ppened on the conc#$%$ll #$%$fter their ER, #$%$nd #$%$lmost 100% h#$%$d it tot#$%$lly wrong. They c#$%$me to #$%$ wrong conclusion, built #$%$ story #$%$round th#$%$t mis-interpret#$%$tion, #$%$nd touted the stock, which w#$%$s in the process of going from 5 to 3.60.

    So how do you m#$%$ke money with HPJ? I h#$%$ve no ide#$%$, I sold #$%$bout 70% of my shrs in the AH #$%$fter they reported #$%$t 7.20, then h#$%$d to endure #$%$ posting exch#$%$nge with #$%$ bunch of idiots who told me th#$%$t I didn't sell #$%$t th#$%$t price bcse the hi for th#$%$t d#$%$y w#$%$sn't over 7. Such complete idiots.

    But, I h#$%$d bot #$%$ l#$%$rge position #$%$nd sold it #$%$t 8+, then re-lo#$%$ded 1/2 #$%$t 7. I w#$%$s gl#$%$d to get out, sorry I held #$%$ny.

    HPJ h#$%$s m#$%$ny things going #$%$g#$%$inst them. One is they #$%$re sm#$%$ll, #$%$nd could come under #$%$tt#$%$ck of #$%$ l#$%$rger competitor #$%$t #$%$ny time. How does th#$%$t work? The l#$%$rger guy goes to HPJ's l#$%$rgest customer, #$%$nd buys the business. If you don't think th#$%$t h#$%$ppens, I spent ye#$%$rs in s#$%$les mgmt, we did it every d#$%$y, every week, etc.

    Another thing is th#$%$t they #$%$re Chinese. For #$%$ Chinese comp#$%$ny, they h#$%$ve #$%$ rich v#$%$lu#$%$tion. Comp#$%$red to US comp#$%$nies it looks che#$%$p, but comp#$%$red to the Chinese comp#$%$nies listed on our exch#$%$nges, it is pretty rich.

    Along with th#$%$t comes the HK shorting comp#$%$nies. Just like our US HFTs, there #$%$re l#$%$rge tr#$%$ding comp#$%$nies in HK th#$%$t seem to short US-listed Chin#$%$ stocks #$%$t will.

    Another thing is th#$%$t HPJ, #$%$nd #$%$ll b#$%$ttery comp#$%$nies, #$%$re subject to v#$%$ri#$%$tion sin the cost of the r#$%$w m#$%$teri#$%$ls (ie, commodities), #$%$nd lithium is very vol#$%$tile in price. L#$%$rger comp#$%$nies h#$%$ve more experience with m#$%$n#$%$ging those costs.

    contd.

  • Reply to

    Down on very low volume

    by malgotas Nov 18, 2014 12:06 PM
    om4carley om4carley Nov 18, 2014 2:15 PM Flag

    while i am not nearly as positive as the first poster, I would note that none of my Chinese stocks are up today. Maybe i just own the wrong ones?

  • om4carley om4carley Nov 18, 2014 9:06 AM Flag

    guidance was raised. I don't know why I read these MBs, there is so much mis-information, I don't know what % is stupidity, and what % is short spamming.

    But it is all off base.

    JASO has financials that could be compared to SPWR, and a Mkt Cap about 12% of SPWR...

DXCM
51.35+0.64(+1.26%)Nov 26 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Infoblox Inc.
NYSEWed, Nov 26, 2014 4:01 PM EST