Today was ex dividend day and the stock price went down almost 8% I read only positive comments recently about the company A new buying opportunity? Any thoughts? Peter
Microblogs
November 14, 2014
Research about SWKS
SWKS had again a strong 4rd quarter, beating estimates another time They are a big player in mobile, Internet of things etc… The outlook 2015 is very positive SWKS is a very solid company, no debt, a lot of cash, paying dividend, and it seems to me with a quite conservative and reliable management I […]
April 26, 2014
Investment letter
Hi, Are there any comments about Nate’s notes investment letter? I read today in Hulberts Digest that it should be one of the best performing in the last 10 years!! Thanks Peter
Recent Author Comments
Posted on April 13, 2021
Posted on January 27, 2018
¢IRSG long Thanks I will add on weakness[...]
Posted on January 23, 2018
$TRIL long Any thoughts? Yesterday was up 11% Thanks Peter[...]
Posted on January 22, 2018
$HTBX longToday up from 0.80$ to 3.40$ Any news ?[...]
Posted on October 29, 2017
Thanks a lot Your opinion for sure will let me rethinking about my further action regarding CELG Anyhow I am very happy to have found this fantastic Biotech community Enjoy your Sunday Peter[...]
Posted on October 29, 2017
$CELG long IMO the crash is a overreaction. I am fully aware about the problems they are facing at the moment, but for me CELG is still an extraordinary conservative Biotech company with a lot of cash and a full pipeline. I bought some more shares at 96,[...]
Posted on October 7, 2017
Conference call Couldn't connect me from Germany Have to wait the recording Peter[...]
Posted on October 3, 2017
$TTOO long Dr.KSS, I appreciate very much the discussion, so I can dig deeper in this field for my future investment decisions. Thanks a lot, you are doing such a great work I am tracking TTOO since I read your comment in 2016. The share price is a[...]
Posted on September 23, 2017
Long $ TTOO Is someone else holding shares? Any news about the public offering? Thank you[...]
Posted on September 20, 2017
Thanks I think in the same way. Good to hear someones else positive opinion[...]
Posted on September 20, 2017
Yes I do, and I remember that you too had a position last year. Do you think still in a positive way about marketing and FDA approval? Thanks for your opinion[...]
Posted on September 19, 2017
Any comments concerning $TTOOThank you[...]
Posted on September 13, 2017
Doc, are you still holding $TTOO I bought in Sept 2016 when I read your positive comments[...]
Posted on December 15, 2016
Is there any reason why the price of TTOO is falling recently? Any bad news in the pipeline?[...]
Posted on October 17, 2015
I fully agree . Just bought more DOC and VTR Concerning bank stocks: Why not considering also WFC?[...]
Posted on August 9, 2015
Travis, Healthcare REITs: Any thoughts about OHI? I like them and have kept an eye on them, but I think they could fall further with the interest rate concerns which might worsen in the coming weeks?[...]
Posted on January 25, 2015
I fully agree with Steve. You will hardly find another company in the internet of things field which has such a sound financial standing with a very conservative company policy. I am following SWKS for a while, ready every report available , bought some s[...]
Posted on May 31, 2014
Any idea why the stock lost nearly 10% on Friday?[...]
Posted on March 4, 2014
I appreciate this article much, because NOV is on my watchlist. But recently I have some doubts about the future of the 'Big Oil Industry' Why? 1. The trend of super light cars (BMW Carbon Fiber!) = light cars consuming less fuel 2. Alternative energies[...]
Posted on February 18, 2014
I am following also Taranga Gold (TGZ) Any comments?Thanks Peter[...]
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TWST is part of ARKG that is correct but they have sold in the last 2 months almost half of the position[...]