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Time Warner Inc. Message Board

rexobxip 33 posts  |  Last Activity: Apr 17, 2015 7:18 PM Member since: Apr 27, 1999
  • Reply to

    Later Today!

    by eleventotwo Apr 17, 2015 10:11 AM
    rexobxip rexobxip Apr 17, 2015 7:18 PM Flag

    Oh come on... you know he covered at $66.37, and after shorting at 72.37 on 25k shares, made a cool hundred and fifty grand for a good weeks work

    Sentiment: Strong Buy

  • Reply to

    Downward Spiral !

    by eleventotwo Apr 15, 2015 10:54 AM
    rexobxip rexobxip Apr 17, 2015 4:26 PM Flag

    Upward spiral... oops!!! Like it always does.
    Are we looking at the same chart?

    Sentiment: Strong Buy

  • Reply to

    JAZZ IS LIKE THE FED

    by ngpharm1 Apr 10, 2015 11:56 AM
    rexobxip rexobxip Apr 16, 2015 12:52 PM Flag

    Sales are expected to grow 20+% next year and this trades @ a sub 20 forward P/E... and all you do is bash without any substantive facts. "Old generics... fraud... dissected their pipeline... yada yada..." Obviously doctors are prescribing their products... or they would not be growing and profitable... I reached out to an analyst I know and he feels they have a good model of older/orphan drugs, R&D, and have even started manufacturing. They have a strategic approach that is working -- growing and high margin. Many still see them as a takeover candidate.

    Sentiment: Buy

  • rexobxip rexobxip Apr 16, 2015 12:15 PM Flag

    This company is definitely starting to look like a takeover candidate

    Sentiment: Hold

  • Reply to

    I AM TELLING EVERYONE HERE

    by ngpharm1 Apr 9, 2015 3:52 PM
    rexobxip rexobxip Apr 14, 2015 12:08 PM Flag

    You still will not tell what bone you have to pick with JAZZ. There are plenty of questionable pharmaceutical companies making products that are more about making money than helping people. You are shorting JAZZ, so this is about money for you, not morality. Don't act holier than thou, when you are just looking to make a buck.

    Sentiment: Buy

  • Reply to

    I AM TELLING EVERYONE HERE

    by ngpharm1 Apr 9, 2015 3:52 PM
    rexobxip rexobxip Apr 10, 2015 9:55 AM Flag

    The only thing closed is your brokerage account from all the margin calls you've gotten while shorting this stock. More and more, I am convinced that you are a disgruntled ex-employee... or someone with some other agenda or bone to pick with JAZZ. Did you bet your entire retirement on this short position. And why would anyone on this thread believe you over the dozen plus analysts who follow this company. Oh wait.... you have "EXTREME CONFIDENCE" this company is a fraud... okay guess it's time for me to sell. Your work is done here.

  • Reply to

    SOMEONE HAD INSIDE INFORMATION

    by ngpharm1 Apr 8, 2015 3:45 PM
    rexobxip rexobxip Apr 8, 2015 10:53 PM Flag

    I had suggested you take the pullback to the low 170s as an opportunity to cover your shorts.... but you said you saw it as an indicator to add to your short position. How's that working for you today? What is it about this stock that has you fighting a losing battle against the tape? Even if you were to turn out to be right in the long term, I suspect margin calls will have you forced out with massive losses before then. So what is it? Are you a disgruntled ex-employee... of JAZZ?... or perhaps of one of the companies they bought out? You seem way too emotionally involved in seeing this company fail. What's your beef?
    But good luck to you... I hate seeing anyone lose money. That's the reason I don't short.

    Sentiment: Buy

  • Love that I get thumbs down for putting our prospects in perspective. Would love if we had a few years, but accelerated cash burn will likely bankrupt this company before the end of the year unless financing can be obtained. Senior management's focus on cash bonuses at this juncture says they have no confidence in the company's prospects. Imagine if they said -- all future bonuses will be in stock options pegged to a $1.40/share value (about where the company was, when VBLOC was approved. That would tell you that they felt the company was undervalued, and they were aligning their interests with shareholders. That they were willing to defer a little cash now... for a lot later -- assuming they can pull this off. Management apparently does not have that confidence.

    Sentiment: Hold

  • Reply to

    ETRM moves on "Good News"

    by rexobxip Apr 1, 2015 11:06 AM
    rexobxip rexobxip Apr 1, 2015 11:27 AM Flag

    Love that I get thumbs down for putting our prospects in perspective. Would love if we had a few years, but accelerated cash burn will likely bankrupt this company before the end of the year unless financing can be obtained. Senior management's focus on cash bonuses at this juncture says they have no confidence in the company's prospects. Imagine if they said -- all future bonuses will be in stock options pegged to a $1.40/share value (about where the company was, when VBLOC was approved. That would tell you that they felt the company was undervalued, and they were aligning their interests with shareholders. That they were willing to defer a little cash now... for a lot later -- assuming they can pull this off. They apparently do not have that confidence.

    Sentiment: Hold

  • It moved... down as usual. Starting to suspect that this co. is DOA. Managements process of rewarding themselves with cash incentives for non-income generating "milestones" is bleeding this company dry. The people who own and run this have no confidence in there own ability to make this work. That's why they take their "performance bonuses" in cash rather than stock or options. If this technology/product had any real viability and financial prospects, someone bigger would snap it up at this point. Market cap is a rounding error for most biotechs... though maybe someone will pick up the technology out of bankruptcy. Still, I will hold until the bitter end... and it looks like it is going to be bitter.

    Sentiment: Hold

  • Reply to

    P/E on this stock should be 23 not 186

    by dumontlaw Mar 26, 2015 7:26 AM
    rexobxip rexobxip Mar 26, 2015 11:26 AM Flag

    Do you look beyond the Yahoo!Finance Summary page? The PE of JAZZ for this year is down to 17+, and forward PE is 14+. A PE of 23 would put the price of JAZZ at around 225+... around 30% upside from where it is now. Get wild... look at the analysts estimates page on Yahoo! Finance... or better yet, go to JAZZ's home page.

    Sentiment: Buy

  • Reply to

    SO LET IT BE WRITTEN SO LET IT BE DONE

    by ngpharm1 Mar 20, 2015 5:32 PM
    rexobxip rexobxip Mar 26, 2015 11:18 AM Flag

    I wish you were someone who was concerned about people's well-being, or about the social injustice of class warfare that so benefits the banks and wall street. But based on your previous posts, it seems more likely to me that you are a Short... who shorted JAZZ in the 130s - 140s and are desperately trying to dig out of a hole by bashing. First you attack JAZZ... now you attack the entire economy. Are you an advocate of austerity... well that has worked well in Greece, Spain... and Europe as a whole. 15-20% unemployment... that would be nice... And as someone who is betting against the U.S. economy, you are just a wolf in sheep's clothing trying to make a buck off of other's suffering. You don't sound like one of the good guys.

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 2:57 PM Flag

    Look at the IBB... look at Biogen and Celgene. This is a broad-based pullback in biotech after a crazy run last week. It has nothing to do with JAZZ specifically. It may even be a buying opportunity.

    Sentiment: Buy

  • rexobxip rexobxip Mar 23, 2015 2:52 PM Flag

    Don't be so defensive. What will be, will be. Last June, the company voted 10% across the board bonuses to all employees for getting some preliminary approval. When employees are rewarded with cash -- rather than say, stock options -- the interests of management and employees are no longer aligned with shareholders. Imagine if management came out and said they would accept 10% of all salaries, and 100% of bonuses in the form of stock. Do you think that would send a different message? With the companies burn rate accelerating, does it make sense to give cash bonuses for non-financial benchmarks? At this point, I will ride this out and anticipate taking the capital loss. I hope I am wrong. I saw potential in the technology, but the market is telling me I was wrong. Rarely does bashing or pumping move a stock... what moves it is buying and selling. Right now I am holding... but the trend is clearly on the Sell side.

    Sentiment: Hold

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 2:22 PM Flag

    You have been bashing this stock for over a year... in the 130s and 140s... so presumably you have been shorting just as long and are DEEP in the red. Wouldn't be surprised if you've had a margin call or two. This is a broad based pullback in the biotechs... nothing about it looks JAZZ specific (the IBB is down around $8 today, and one of JAZZ peers, ISIS, is down almost twice as much as JAZZ on a percentage basis. More power to you if you want to double down, but sometimes being prudent is the way to go. I never short... don't believe in it. Sometimes I'll buy puts or do straddles, but mostly I am a pure long. Helps me sleep at night. I bought puts on the ratings agencies, Standard and Poors, Moody's, etc. after the 2008 financial meltdown, as it was pretty clear these companies engaged in unethical behavior. They all went up, in spite of the fact that I am pretty sure my suspicions were correct. Sometimes the truth won't set you free -- it will leave you broke. Not saying you are right about JAZZ. I think you are wrong. But I am suggesting not to put all your eggs in one basket. I have fought the tape before... and I rarely win. Digging in your heals is a bad investing strategy... even if you have the money of an Ackman, or an Icahn. Good luck to you.

    Sentiment: Buy

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 12:19 PM Flag

    You are a one-trick pony/basher. Look at the IBB, CELG, GILD AMGN, etc. All biotechs are down today. Why don't you cover your shorts and move on.

    Sentiment: Strong Buy

  • As a shareholder, I am thinking that there is really bad behind the scenes. I've had a number of talks with investor relations and they paint a cautious though optimistic scenario... but the way this stock is bleeding does not bode well. One of my grievances was the large bonuses and incentives the board keeps giving to management. I fear they are trying to drain as much money out as compensation as they realize the shares will never be worth anything. Seems whenever they hit a milestone, they give themselves 10% lump sum bonuses -- latest 8K shows up to 50% annual cash bonuses for meeting "performance objectives." However, none of these seem to be linked to revenue generation or stock performance. I have averaged down, but suspect this may be a sinking ship. WIsh management would say something... but I suspect their silence says it all. Optimism by management would likely lead to lawsuits later. It is hard to release positive news if nothing positive is happening. The lower this stock goes, the harder if will be to get future financing without severely diluting or wiping out current shareholders. I'm holding for now, as this is little more than an option / future capital loss. Appreciate other genuine thoughts, information or opinions. No bashers please. Best of luck to all.

    Sentiment: Hold

  • rexobxip rexobxip Mar 23, 2015 12:08 PM Flag

    As a shareholder, I am thinking that there is really bad behind the scenes. I've had a number of talks with investor relations and they paint a cautious though optimistic scenario... but the way this stock is bleeding does not bode well. One of my grievances was the large bonuses and incentives the board keeps giving to management. I fear they are trying to drain as much money out as compensation as they realize the shares will never be worth anything. Seems whenever they hit a milestone, they give themselves 10% lump sum bonuses -- latest 8K shows up to 50% annual cash bonuses for meeting "performance objectives." However, none of these seem to be linked to revenue generation or stock performance. I have averaged down, but suspect this may be a sinking ship. WIsh management would say something... but I suspect their silence says it all. Optimism by management would likely lead to lawsuits later. It is hard to release positive news if nothing positive is happening. The lower this stock goes, the harder if will be to get future financing without severely diluting or wiping out current shareholders. I'm holding for now, as this is little more than an option / future capital loss. Appreciate other genuine thoughts, information or opinions. No bashers please. Best of luck to all.

    Sentiment: Hold

  • Reply to

    JAZZ PE RATIO

    by stevcor Mar 21, 2015 7:37 AM
    rexobxip rexobxip Mar 23, 2015 11:55 AM Flag

    Where did you get your info -- from the error on the JAZZ profile page? JAZZ PE for 2015 is estimated by 17 analysts at 18+ and the forward PE is 15+
    JAZZ posted full year 2014 results in february and reported:

    "Adjusted net income attributable to Jazz Pharmaceuticals plc for 2014 was $527.6 million, or $8.43 per diluted share, compared to $388.3 million, or $6.31 per diluted share, for 2013."

    This puts their backward PE at under 22.

    Don't rely on the profile page of Yahoo Finance for all your investing decisions. At least look inside and see actual numbers and estimates... and then verify these with other sources.

    Luck to all.

    Sentiment: Buy

  • Reply to

    Why the big drop this morning?

    by smcisaac56 Mar 23, 2015 9:47 AM
    rexobxip rexobxip Mar 23, 2015 11:29 AM Flag

    All the biotechs are down big... this is not JAZZ specific. CELG, BIIB, Amgen, GILD, ISIS are all down. The IBB index is down almost 6 bucks. Biotech has been on a tear to some profit taking and consolidation makes sense. In a few weeks, we may see this moment as having been a buying opportunity, or it may be a rotation away from an overbought sector. We had a big pullback last year in the first quarter, which proved a great opportunity to buy.

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