Originally posted by Jack Haddad
Doctor Jack's Stock Medicine
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"Trade What Is Happening...Not What You Think Is Gonna Happen"
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Originally posted by LyehopperThe GoJi is made with a proprietary system DEF.... Bet you didn't know that did ya?"Trade What Is Happening...Not What You Think Is Gonna Happen"
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Originally posted by IICI'm tired of gettin' the runaround on the Goji and VTP...If you guys want the world to know...Then all you gotta do is tell me...I've got 251,031 on my email list...IICBEEF!... it's whats for dinner!
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Originally posted by LyehopperSorry Doug-E-Fresh.... both are very top secret..... AND.... proprietary.
What you really need is a Great Domain name.
And I just happen to own quite a few domain names.
My suggestion is that You and Webs make an offer on this one:
Breakouts.com
Min. Bid is $500k...But since you are a good guy...I'll sell it to you this weekend at a 10% discount...Email me for my Paypal username ...I see $450k in my account... It's your's.
Check the registry...It is a GREAT name...Doug(IIC)"Trade What Is Happening...Not What You Think Is Gonna Happen"
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Originally posted by IICThat's nice...But who the h*ll is ever gonna pay to subscribe to a site that Says..."STAY TUNED" for over 6 months???
What you really need is a Great Domain name.
And I just happen to own quite a few domain names.
My suggestion is that You and Webs make an offer on this one:
Breakouts.com
Min. Bid is $500k...But since you are a good guy...I'll sell it to you this weekend at a 10% discount...Email me for my Paypal username ...I see $450k in my account... It's your's.
Check the registry...It is a GREAT name...Doug(IIC)
Now I would buy breakdance.com but breakout.com? I don't know?
btw.... I own Lyehopper.com but it ain't for sale.BEEF!... it's whats for dinner!
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Originally posted by LyehopperWell.... we just don't want to rush anything here Doug.
Now I would buy breakdance.com but breakout.com? I don't know?
btw.... I own Lyehopper.com but it ain't for sale.
BTW...It is Breakouts(plural)...Nobody wants just one b/o"Trade What Is Happening...Not What You Think Is Gonna Happen"
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Originally posted by hotty21Jack:
Thats the link I used in the first place. Let me understand from the example:
Holder: POLYGON INVESTMENT PARTNERS LLP
Shares: 534,085
% Out .60
Value* Reported: $1,639,640
Date: 31-Mar-06
I see that you are using the 0.6 as $ value (which is % Out- I am not even sure what that means) and I am using the $ value by dividing the Value Reported by # of shares.
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Imcl
This post will attempt to refute the unwarranted downgrade by Friedman, Billings Ramsey & Co. analyst Jim Reddoch, following the late-stage clinical trial results of Erbitux that were released on June 6, 2006.
Both Fridman, Billings Ramsey & Co and Citigroup cited the following concerns as justification for downgrade:
1.Though the response rate for the drug in combination with chemotherapy hit 52 percent versus 38 percent for patients treated with chemotherapy alone, survival rates did not significantly differ between the two groups.
2. The data calls into question Erbitux's long-term value and could diminish the likelihood of an acquisition with a significant premium.
3. Competition is now a factor in regards Genentech's Avastin, which would not be able to replace in front-line treatment, except under certain circumstances.
In addressing the analysts' concern regarding the insignificant survival rates between the two groups in the study, It's important to note that the study involved 238 people, though it was originally meant to enroll 2,200. results were obtained from a cancer and leukemia Group B randomized clinical trial (CALGB-80203) of ERBITUX in the treatment of patients with previously untreated metastatic colorectal cancer.
The number of subjects tested is considered a small population and is well below the average of 560-- which the majority of phase 3 clinical trials enroll. Because enrollment was closed at 238 patients, the results represented only 11% of the intended power to account for an evolving standard of care. Simply stated, the survival and progression free survival endpoints were not sufficiently powered to reach statistical significance. Therefore, it very clear that the powering of the trial was inadequate to draw firm conclusions. That said, analysts from both firms were wrong in advising clients that results from this study could foreshadow other similar studies on Erbitux in combination with other treatments. This assumption is not only un-scientific, but also without constructive criticism. Allen Venook, M.D., Professor, Clinical Medicine, University of California, San Francisco, was the principle investigator in the study.
As to ERBITUX's long-term value being in question, the documentation of trials on the drug's efficacy puts this matter to rest. In the most recent study, Markus Borner, M.D., of the Institute of Medical Oncology, Inselspital, Berne, Switzerland, presented preliminary results from a Swiss Group for Clinical Cancer Research randomized Phase II study of capecitabine and oxaliplatin with or without ERBITUX as first line treatment of patients with metastatic colorectal cancer. Objective response rate was the primary endpoint of the study. A total of 74 patients were recruited for the study and evaluable for preliminary response after follow up for at least nine weeks. Following a median of four treatment cycles, response rates were 43% (21/44) in the chemotherapy alone arm and 61% (23/44) in the combination ERBITUX and chemotherapy arm. The rate of disease control was 76% and 87% in the chemotherapy and chemotherapy plus ERBITUX arms, respectively.
On a different note, ERBITUX have pushed the stock's value up 25 percent over the last 8 weeks. I continue to think that Imclone has an underappreciated cancer pipeline. The company is also in the midst of several other developments, working on drugs targeting cancer ranging from pancreatic to ovarian. This asset is not fully appreciated by many investors, in my view, and I continue to believe that the Street is overly pessimistic on the potential for Imclone to be acquired. I expect peak sales of Erbitux in the U.S. to top $1 billion. The company is also in the midst of several other developments, working on drugs targeting cancer ranging from pancreatic to ovarian.
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Dr. Dhanda's comments on INTC
Dr. Sumit Dhanda of Bank of America Securities held conversations with multiple clients in regards to Intel. He maintains a "buy" rating of 25 on the stock, as Intel's new chip producsts scheduled for release in the third quarter takes back market share loss from rival AMD.
Dr. Dhanda expects intel's current inventory to be completely flushed by the end of the third quarter, as the launch of new desktop processors (Conroe, Merom, and Woodcrest) hit the market.
Furthermore Dr. Dhanda's conversations with a large AMD chipset supplier suggest that sales for AMD chipsets in the second quarter are tracking to a roughly 15% sequential decline.
Conversations with several server players (including Tyan, Inventec and other channel contacts), corroborate his view that Intel has made significant improvements in its next generation server solution (Woodcrest).
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Large cap bargains
According to Wells Capital Management; Factset; Thomson Financial/Baseline, the following list of large caps are resonably priced based on their P/E rations and median price.
Ticker Price Chg* Current Median**
ExxonMobil XOM $58.82 2.4% 9.6 15.7
General Electric GE 34.40 –6.6 16.9 19.3
Citigroup C 49.95 4.8 11.4 12.1
Microsoft MSFT 22.04 –13.6 16.6 23.1
Bank of America BAC 48.85 6.5 10.7 11.4
Wal-Mart WMT 47.04 –1.5 15.6 25.2
J&J JNJ 61.17 –8.1 16.2 19.6
Procter & Gamble PG 53.24 –4.0 18.6 21.9
Pfizer PFE 23.91 –14.5 11.9 17.3
AIG AIG 60.23 9.1 10.6 15.7
Altria Group MO 70.95 4.7 13.3 11.3
JP Morgan Chase JPM 42.25 19.1 11.9 12.2
Chevron CVX 57.17 4.4 7.4 11.7
Cisco Systems CSCO 19.91 2.6 17.5 24.4
IBM IBM 79.15 5.5 13.4 18.1
Google GOOG 386.51 31.9 38.7 52.2
Wells Fargo WFC 68.23 11.2 13.3 13.9
AT&T T 26.59 13.4 12.7 15.5
Intel INTC 17.39 –35.3 18.5 25.2
Coca-Cola KO 43.38 –1.7 18.6 23.5
ConocoPhillips COP 60.52 10.8 6.4 8.9
PepsiCo PEP 60.30 7.9 20.0 21.6
Verizon VZ 31.84 –9.1 12.1 13.8
Wachovia WB 54.44 8.4 11.3 12.4
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Originally posted by Jack Haddadpm June 1; As to technicals, a rapid drop to 16 from the current levels is not indicated.Originally posted by spikefaderThe technicals I'm lookin' at indicate it jejeje
Originally posted by Jack Haddad2 days ago;..INTC surprised the street by dissapointing on both revenues an earnings without a prior warning..But, the stock is so unvervalued and cheap now that every dip is a buying opportunity.
Originally posted by Jack HaddadDr. Sumit Dhanda of Bank of America Securities held conversations with multiple clients in regards to Intel. He maintains a "buy" rating of 25 on the stock....
Like I said earlier, a daily close under $16.00 give it Burnt Toast qualities....and a weekly close under $16.70 and there is very high probability that it's toast to $10.00, and any strength should be sold into at resistance. What it needs is a flush down to 16.00 and massive buying on volume from that point. Then I might reconsider my bias. Until that happens, INTC bear suit is firmly zipped up, and I caution longs. Best to ya.
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Originally posted by spikefaderOnly about a buck to go until that burnt toast area doc jejeje
For a scalp maybe lol. Long is wrong for swing trades or investments, doc. The bias is clearly down. Please post the technicals, if any, that you rely on for INTC.
Regarding Dr. Sumit Dhanda's maintaining his buy rating, I'm sure he is lol. The fact that they disappointed and it's sold hard, catching many unawares.....and now your recent posts that try to talk it up in the face of a broken chart make me wonder. Being bullish on this stock right now is absolutely wrong, and I hope anyone reading Jack's thread considers the chart at a deeper level. Now is no time to be "hoping". For long from $25.00 is red hope dude. And that ain't what traders or investors should let happen. But either way, doc, best of luck with your bias.
Like I said earlier, a daily close under $16.00 give it Burnt Toast qualities....and a weekly close under $16.70 and there is very high probability that it's toast to $10.00, and any strength should be sold into at resistance. What it needs is a flush down to 16.00 and massive buying on volume from that point. Then I might reconsider my bias. Until that happens, INTC bear suit is firmly zipped up, and I caution longs. Best to ya.
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