I bought DAL @ 42.50 when Oil was at 105/barrel. Since then, Oil has dropped -58% and my DAL shares are up +8%. At this rate, I might be up +16% if Oil goes to ONE dollar a barrel? Not sure why the media keeps printing article after article after article after article...... that airlines will go down when (not IF) Oil prices go up??? So far, it hasn't benefited from the drop in Oil prices. What gives
A Proposal for New Capital Structure paves the way for a Large Foreign Investor to take a significant position in GOL and avoid restrictions from Brazilian Laws. Woah Nellie! This has to be voted on before approved, but man what a MOVE by Management! Sweeeeeeeet! Glad I picked up a few cheap shares today. Been in and out of this one. Wish I would have bought more before the close! I wonder which major Airline steps forward first after this is approved. I say Delta makes a run at controlling interest. This is the best news I've seen on GOL in years! WOW
the article also said RAD will likely be getting more favorable terms on contracts. Since Deliveries are factored into the price. Therefore, margins should expand with Oil dropping like a Rock
I read the article today about Reimbursement Pressures. It said on the "flip side" of the pricing, it will actually overstate Earnings... the opposite of what is happening now. Generic Drug prices are expected to go into a declining price environment. Earnings will come out like a Sling Shot on the back side
13D must be filed within 10 days of any Activist acquiring 5% or more of RAD. That would be 48.5 million shares or more. This activity today smells of Carl Icahn. Watch for his Tweet when he's finished building his initial position
Merrill Lynch BOFA Technology Conference. May be a link for playback on the Fireeye website. It was pretty impressive.... especially the part about the competition not being able to hold a candle to the detection rate of FEYE products. I came away with the impression they are "shooting ducks in a barrel". The market potential is enormous
on the web.... almost over. Says Visibility is getting Better/Increasing. The renewal rates are Extremely High. And Cross Sales are Very Strong. Commenting about the drop in stock price... says most of the Employees have joined the company in the past year, and cannot sell the stock. Says if you look back one year from now, you will see this was an Opportunity
Says their strategy has been "Win the Government, Win the Market".... which they are doing. And also the Telco's. Says FireEye products are "disrupting" the existing models being used in the market. The existing anti-virus & other protection strategies are not working. And FireEye has the ONLY products that detect the advanced threats
DeWalt says we are just now leaving the 1st Inning.... which was all about "education". Which has been helped along by the media. As we move into the 2nd inning, companies are wondering whether they should be renewing their Anit-Virus programs and Firewalls. And FireEye is being Swamped with calls from Companies from all Countries around the world. This is really early, and its going to be HUGE!
David DeWalt just said the competing products from CSCO, IBM and Palo Alto detection rate are near ZERO%. Because of where they sit on the network. FireEye's detection rate is significant, so the competition is pretty much non-existent. Looks like Rick Sherland was right.... FEYE's products are 2nd to none
with their estimate of 3.6 Billion in Sales for 2015.... here is breakdown on potential targets based on Price/Sales:
1x Sales = $10/share
2x Sales = $20/share
3x Sales = $30/share
4x Sales = $40/share
I wonder how long this stock can stay in single digits?
MannKind presents a good buying opportunity
Presently, MannKind Corporation (NASDAQ:MNKD)’s Afrezza, which is an inhaled diabetes device, is under review by the FDA. Earlier this month, shares of the drug maker surged following the approval from the FDA advisory panel over the use of Afrezza for Type 2 diabetes. The panel also recommended the device for Type 1 diabetes. However, after the news that the FDA has postponed the decision until mid-July, the shares have been moving downwards.
A report from Brinson Patrick on April 8, 2014 by analyst Christopher S James views the recent dip in MannKind Corporation (NASDAQ:MNKD)’s shares as a good buying opportunity believing “a high level of conviction for approval.” Afrezza has already won the approval from AdCom for type-1 and type-2 diabetes, which raises the chances of FDA approval.
According to James, Afrezza could start selling from the first quarter of 2015, and he expects 2025 sales to be around $3.6 billion, “driven by use in earlier-stage T2D.” The analyst expects the initial demand for Afrezza to be high “considering statements made by the panel and open public hearing about its efficacy, safety, pharmacokinetics, and attractive size.”
Brinson Patrick has a Market Outperform rating on MannKind Corporation (NASDAQ:MNKD) with a price target of $12. At 11 a.m. EDT, MannKind Corporation (NASDAQ:MNKD) shares were down 3.18% to $6.09.
This is when the real Short Squeeze starts. After the Volume has dried up some, Profit Taking is Over. And the added Short positions have been applied due to Large EGO.... refusal to believe they can be wrong.
Let the PAIN commence !
See you guys in the Double Digits very soon!