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It's JP Morgan Chase Not Morgan Stanley.
Thank you Zeev, for sharing your wisdom with us over all these years. You have been and will be sorely missed. May your soul rest in peace.
- SNP
Is BofA Dollar cost averaging???
HAUP up on relatively large volume. Any Idea what's going on? CES revelation or something else?
Quite true..
Here's something to ponder about..
http://www.financialsense.com/editorials/engdahl/2007/1124.html
Another "Black Monday" coming up?
Why does Wall Street always get bailed out?
http://biz.yahoo.com/hftn/070817/081707_sloan_enablers_fortune.html?.v=2
In Edit:
Oops did not see that this was already posted. The last paragraph is all the more interesting.
Why do you short QID when you can buy QLD?
Sorry to hear about your problem. Our thoughts are with you. Wish you all the best with your fight. Keep the Faith!
Regards,
SNP
What's up with TBL lately. Trending up nicely inspite of so-so results.
Are you interested in CMN here around 13.70 ?
Except for the "Liberal peasants" part, all that accurately describes a republican. You got it right for a change.
U.S. Didn’t Target Bin Laden in 1999 Because He Was Meeting With UAE Royal Family
Dubai World Ports is controlled by the royal family of the United Arab Emirates. Atrios notes this morning that former CIA director Tenet told the 9/11 commission that the United States did not target Bin Laden at a camp in Afghanistan in February 1999 because he was meeting with the UAE royal family.
Here are some more details on the incident from the 9/11 commission. Here’s Tenet’s March 24, 2004 testimony:
MR. TENET:…The third complicating factor here is, you might have wiped out half the royal family in the UAE in the process, which I’m sure entered into everybody’s calculation in all this.
More details from the 9/11 Staff Report:
On February 8, the military began to ready itself for a possible strike. The next day, national technical intelligence confirmed the location and description of the larger camp and showed the nearby presence of an official aircraft of the United Arab Emirates. But the location of Bin Ladin’s quarters could not be pinned down so precisely…According to reporting from the tribals, Bin Ladin regularly went from his adjacent camp to the larger camp where he visited the Emiratis; the tribals expected him to be at the hunting camp for such a visit at least until midmorning on February 11…No strike was launched. By February 12 Bin Ladin had apparently moved on, and the immediate strike plans became moot. According to CIA and Defense officials, policymakers were concerned about the danger that a strike would kill an Emirati prince or other senior officials who might be with Bin Ladin or close by.
Former counterterrorism czar Richard Clarke expressed concern about the UAE royal family’s relationship with Bin Laden:
On March 7, 1999, Clarke called a UAE official to express his concerns about possible associations between Emirati officials and Bin Ladin…The United Arab Emirates was becoming both a valued counterterrorism ally of the United States and a persistent counterterrorism problem…
This information only underscores why the administration should have fully investigated the sale, as required by law, before approving it.
http://thinkprogress.org/2006/02/22/bin-laden-uae-royals/
But then the fact still remains that KOSP's drug is the only one in town for the next few years and all that publicity of MRK/PFE trying to get into the HDL space can generate a lot of business for KOS. Also MRK entering into the space is not the same as an entry of a generic drug maker ( that could potentially cause a price crash). As I understand it, MRK is trying a low-flush version of the drug which will enter phase III trials 1Q 2006 and hence is still unproven. Also KOSP patents on the extended release Niacin seem airtight as seen by the BARR settlement.
I think this is just an overreaction by the street that caused KOSP to come down from 72 to where it is now.
DECK still in the Reg SHO threshold securities list. Does anyone know how the SEC resolves these issues?
http://www.nasdaqtrader.com/aspx/regsho.aspx
KOSP looks very attractive here, don't you think?
KOSP - Got slammed yesterday for something that "might" happen in 2008. I think this is a great opportunity to buy into this fine company. Huge cash generator all the same.
Wonder what's up with IDEV. Shot up 10% all of a sudden. Do you think it has based enough?
CRDN making a move, finally! I suppose the 'smart' shorts have covered. Look at the reduction in short interest in April..
http://www.nasdaqtrader.com/asp/short_interest_resp.asp?searchby=Detail&IssueID=9184
time to buy, you think?
I suppose you did not notice, but they are two different people. The one who sold, Otto is the chairman of the board and it is the ceo who is buying this week. In any case Otto owns about 1.5 million shares. 78k is peanuts.
Zeev, What do you think about FBR here? They had the SEC & NASD all over them over a PIPE scandal resulting in one of the founders resigning. The stock price made a new low yesterday. The attraction here is an almost 10.5% dividend yield and the fact that they settled with the SEC & NASD.. Would appreciate your opinion.
Here's a recent Washington Post article on FBR that came out over the weekend..
http://www.washingtonpost.com/wp-dyn/content/article/2005/05/01/AR2005050100758.html
Deck - But look at the price points. DECK certainly is attractive at this price and the CEO apparantly thinks so.
DECK CEO on a buying spree this week..
http://www.stockinsiders.info
Type in DECK
Any idea what is happening with TBL?
Zeev, the old favorite TBL is rocking today. Beat estimates by 0.24c. Hopefully bodes well for the sandals too..
.........
in edit..
Footwear and fashion apparel maker Timberland Co. said Tuesday that its first-quarter profit rose 36 percent, driven by strong global footwear sales.
Zeev, I think it is time to put KOSP in the core list. Today's settlement with Barr is absolutely fantastic for KOSP. And the company is generating cash in droves.
Is IDEV a buy here?
Pacific Growth Equities on Tuesday downgraded j2 Global Communications Inc. (JCOM.O: Quote, Profile, Research) to "equal weight" from "over weight," citing concerns that a tax on assigned telephone numbers might be introduced, hurting the company's profitability.
Zeev, What is your opinion on IDEV results? Are you still in it?
BSTE : Analyst Activity may have caused it.
Wachovia Cuts Biosite To Mkt Perform From Outperf
Ex. one time tax benefits ($0.09) and a jump in other income ($0.02), EPS were $0.57, the lower end of guidance. Revenue (up 44%) beat our target by $2mm on in-line BNP and strong Cardiac sales. GM was off 200 b.p sequentially and below our target due to high scap rates on Cardiac. BNP volume grew 36% yr/yr (Ex. a $2.3mm distributor inventory build), 5 points below our target and near 15 points less than the prior 2 quarters. A $17mm sequential rise in receivables (robust December and late distributor payments) contributed to a $12mm net cash outflow.
Suntrust Robinson Humphrey
BSTE Reit Reduce BSTE reported revenue of $66.8 million (+44%) and EPS of $0.68. Revenue was positively impacted by $2.5 million of inventory build at Fisher and a lower tax rate that added $0.09 to the bottom line.
Zeev, are you still holding IDEV?
The First Albany Downgrade really lame (DECK)
Downgrading to Neutral We believe the stock price could continue to be subject to periodic bouts of profit taking and short covering as the push-pull behavior of shorts and longs plays out throughout the first six months of the year.
Have you written off SSTI and ZRAN? or will you consider getting in around here.
Time to buy some IDEV? Also HAUP falling like a rock, what gives?
SunTrust RH Cuts Salix Pharma To Neutral From Buy - SLXP
You think a short Squeeze is in progress on BSTE? The question is where to from here?