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STOCK MARKET: Let's talk stocks and investing

Discussion in 'BBS Hangout' started by SWTsig, Jun 2, 2008.

  1. eddiewinslow

    eddiewinslow Member

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    TNXP up another measly 18% today......eddie was clearly wrong saying buy at $5.98 when it hit $10.68 5 days later today
     
  2. robbie380

    robbie380 ლ(▀̿Ĺ̯▀̿ ̿ლ)
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    I picked up HIMX on that pullback a month ago or so. I think it's safe enough to buy here, but a little higher than where I would want. I do think it is a much more viable investment than TNXP.

    I'd wait on TNXP. Their data isn't due out for another 9 or 10 months I believe and this feels like a December pump. Also, I was reading another seekingalpha article that pegged TNXP's fair value at around 10 for now.

    You also might want to look at FNMA and FMCC. It is another skyrocket potential trade. It will take longer though.
     
  3. eddiewinslow

    eddiewinslow Member

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    wrong again their data is out....phase 1 reduced pain by 26% and again this is a drug that has been approved since the 1970s they're just changing it from an oral form to a sublingual form so itll help you sleep faster....the data in 8-9 months will send it to the moon once released so you can wait and pick it up for $40-50/share if you want then

    they're not releasing a brand new drug, just reformulating an existing one, thats why i mentioned the power of the board of directors having an EX-ceo of glaxo smith kline and Jazz pharmaceuticals, 2 of the big players in medicine on the board....their pull and know-how with the FDA will be utilized
     
  4. Major

    Major Member

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    So if I understand you correctly, your thesis is that this massive growth is 100% guaranteed, but only you know about it and none of the analysts that make a living following these companies can see it, and thus the stock is massively undervalued?

    When you can't see any possibility for downside in your thesis, there should be red flag warning signs going off in your head. The fact there consistently aren't any downsides in your mind for any of your picks suggests you're not as good as this as you think. The fact that you're making claims about short-term earning reports (HIMX and TSLA were going to blow out earnings and skyrocket that week!) suggests you don't understand the difference between a good company and a good stock or how stocks are priced.

    You appear to be the classic aggressive trader that thinks he's good because he's made lots of money by picking high risk stocks in a market that's up 150% over 5 years and nearly 30% this year, meaning most stocks are rising, and aggressive stocks in aggressive sectors will likely outperform the market. You do the right research now and you form solid investing theses, but you don't do proper risk analysis or come to the proper conclusions. You're going get burned, and burned badly one day and then you'll realize everything you didn't know as much as you think you do.

    The sad thing is nothing will convince you until that point. Until then, you'll spout nonsense like "the market can only go up!" or "gold will go up no matter what happens!". You'll whitewash all your wrong calls (TSLA will be at $200 this week! HIMX will go to $12 on earnings!) and promote your good ones and act like you're a genius. You'll tell people to invest in "sure things" without knowing anything about their risk profiles or individual finances. You'll be offended when called out. You'll throw out insults because you need to feel superior. On and on. Then reality will hit you one day, and how you react to that will determine if you become an truly good investor or not. Until then, good luck.
     
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  5. robbie380

    robbie380 ლ(▀̿Ĺ̯▀̿ ̿ლ)
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    Cool eddie. Well put your whole account in it. Thanks for posting.

    And it's very difficult to discuss anything with you since you are so thin skinned and insecure. You don't need to turn everything into a confrontation. Try to relax a little bit.
     
  6. robbie380

    robbie380 ლ(▀̿Ĺ̯▀̿ ̿ლ)
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    I will say to his credit that he put his money down on HIMX going up post earnings. Granted, it was a horrible trade based on how he designed it, but he certainly got burned pretty bad on that HIMX earnings call if he really bought as many calls as he said did.
     
  7. eddiewinslow

    eddiewinslow Member

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    so analysts who make $50k/year are neurologists like my mother who deals with fibromyalgia for a living? When I told you last week that I had read about TNXP and figured it was up her alley I discussed it with her and she said its a slam dunk to get approved bc they're not really approving a new drug like most of these other drug companies. They're taking flexeril which is cyclobenziprine which is currently prescribed in doses up to 30 mg and reducing the dosage to under 3 mg and changing the way its delivered to sublingual vs oral so it hits you quicker and thus helps you sleep better......again most biotechs are creating brand new drugs that have their ups and downs and multiple tests are required bc like affrezza with mannkind sometimes it works in phase one then on a longer term test somebody loses their sense of taste on a long term test

    This is a drug that's been around for 30+ years and is used currently for other symptoms, this management team has expertise in reformulating drags, and more importantly ernest mario the ex-ceo of glaxo-smith kline a $125B drug firm has done this many times and sold another company he started to johnson and johnson for $11B.....so this isn't his first rodeo. Samuel Saks did the same thing at JAZZ, look up the ticker....it went from .60 to $116 today under his guidance.....bottom line is they have management in place to facilitate a sale of this thing the minute is passes phase 2 before it even gets FDA approval bc phase 2 is identical to phase 3 and again MAPP pharmaceuticals just sold for $950M after phase 2.....

    so no I don't expect some nitwit analyst to know more than a neurologist who battles this disease constantly and yes currently people with fibromyalgia have a difficulty sleeping and most people aren't even diagnosed properly bc most doctors dont know what it is but now the government has raised awareness of it and more and more people are being diagnosed, naturally a drug like this was due to come out.......phase 1 went excellent albeit with under 50 people, phase 2 we will see in a year but nobody is expecting some freak side effects to come out bc THE DRUG IS ALREADY APPROVED AND BEING USED IN HIGHER DOSES AS OF TODAY

    so yes the odds are the analysts have missed this.....for now...don't worry they'll pop up soon with $20-30 price targets putting it at under a $200M market cap before next october and trial results
     
  8. eddiewinslow

    eddiewinslow Member

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    and btw TNXP presents at the oppenheimer conference tomorrow....clearly someone was accumulating ALOT in anticipation of a great presentation and massive runup tomorrow and the days after....just my opinion we will see

    last time this happened to something I owned???

    HIMX presented at oppenheimer a few months back, oppenheimer slapped a $12 price target on it and it ran for $5.70 to $11 in a matter of days once oppenheimer recommended it to their clients....

    ever hear the saying: those who don't learn from history are doomed to repeat it.....
     
  9. dragician

    dragician Member

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    and on the other end, there's another 'trader' who lost a fortune.
     
  10. da1

    da1 Member

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    TNXP just lost 20%
     
  11. GanjaRocket

    GanjaRocket Member

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    i know this for sure.. from what it sounds like TNXP isn't mega speculative biotech. because of what the product is

    anytime an existing compound can be re-packaged and sold for a different ailment thats minimal (relative to biotech) effort/capital needed by Tonix. considerably less risk.

    he said the sublingual tabs are less potent than the pre-existing oral version. thats really a near-guarantee that the FDA will allow it.
     
  12. da1

    da1 Member

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    Great post and very accurate. Everyone is a genius when the market is doing well.
     
  13. GanjaRocket

    GanjaRocket Member

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    HDSN (Hudson Technologies) controls 20% of the recycled R22 refrigerant market..


    the EPA announced their final schedule for R22 phase out from 2015-2019. It saw a 20%+ pop today because of it. I think this is going to be an easy double sometime in the next couple of earnings quarters.

    From 2020 onwards, all R22 dependent ACs/fridges/coolers will need to use reclaimed R22.. it will be expensive but still more cost effective/economical to buy recycled R22 than to buy new units for the new refrigerant, R410a. Using R410a in R22 units damages the unit.


    its about as predictable of a revenue growth as you can have. I don't know when the R22 price would get too high, making it more cost effective to just buy a new AC/industrial freezer/fridge, but I know it won't be for a while. I know industrial applications will be using R22 for a long time. Too much capital sunk into the machinery, so might as well keep it and just buy more expensive refrigerant. It's more effective for heavy use than R410a, anyways. That eco-green **** won't cut it for industrial use, at least from what I've read.
     
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  14. GanjaRocket

    GanjaRocket Member

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    I pulled this from the intro of a SeekingPro article on HDSN.

    "The company offers its services under Chiller Chemistry, Chill Smart, Fluid Chemistry and Performance Optimization names primarily to industrial and commercial clients for commercial air conditioning, industrial processing and refrigeration systems. The company also serves government customers as well as wholesalers, distributors, contractors and refrigeration equipment manufacturers, and customers in the petrochemical, pharmaceutical, industrial power, manufacturing, property management and maritime industries."

    there is a substitute called R422d for R22... refrigerant experts say it sucks. Industrial applications will want something more reliable at a higher cost. Some may forgo that but in a business process where heavy cooling is a necessity they will not.


    R22 phase out is something that has been in the works since 1990. It's not some thing that speculatively may or may not happen. It's happening and this decade is the time. And HDSN is the company. AirGas is also in on this market, but HDSN is going to see the big gains. Maybe get bought out by AirGas. Lots of potential.

    The EU is years ahead of the USA in R22 phase out. And HDSN has a joint venture in Europe as well. I didn't mention this earlier but R410a will eventually be assigned a phaseout schedule, most likely.
     
  15. GanjaRocket

    GanjaRocket Member

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    actually as I keep reading on refrigerants there are substitutes like MO99, R407c, and more that will eventually be cheap enough to where it makes sense to retrofit an old R22 unit..

    but on Hvac-talk there are professional hvac techs/engineers and they say R22 will stick around for a while because its best for heavy applications.
     
  16. GanjaRocket

    GanjaRocket Member

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    sorry for the quad post but I keep thinking about HDSN.

    they can easily enter into new refrigerants' reclamation when the opportunity presents itself.. if they are smart, of course. R22 is the big one right now, but in the future they have a flexible business model to accommodate for technology shifts.
     
  17. eddiewinslow

    eddiewinslow Member

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    Bravo da1, did you alse mention it is still up about 100% from 2 weeks ago even after the 20% drop? People do take profits ya know.....and on a $40M company it causes a big drop, I see one big block of 70,000 shares that in 5 minutes sank it $1

    but yes.....it fell 20%....and bounced right back up and is still up for the day

    let's see what happens tomorrow after oppenheimer conference, but bravo for the astute and articulate comment
     
  18. eddiewinslow

    eddiewinslow Member

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    and ganja you're correct its a near guarantee its approved....that's what my mom said and why I said to buy it at $5.98 last tuesday.

    what would she know, she's just a neurologist, she's not the almighty analysts that cover such stocks, they clearly know more than a doctor about medication approval processes
     
  19. da1

    da1 Member

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    Opened 9.1 now 9.25, real bounce back
     
  20. da1

    da1 Member

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    Your mom isn't the only neurologist on earth.
     

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