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peterk

Microblogs

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

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 […]

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

On De-Teasing: What the Heck is an "Imperium" Machine? How Can it Make us Rich?

TWST is part of ARKG that is correct but they have sold in the last 2 months almost half of the position[...]

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On The Twelve Biotechs of Christmas 2018: Balthasar

¢IRSG long Thanks I will add on weakness[...]

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On The Twelve Biotechs of Christmas 2018: Balthasar

$TRIL long Any thoughts? Yesterday was up 11% Thanks Peter[...]

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On The Twelve Biotechs of Christmas 2018: Balthasar

$HTBX longToday up from 0.80$ to 3.40$ Any news ?[...]

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On Tear Sheet: CohBar Inc. ($CWBR)

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[...]

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On Tear Sheet: CohBar Inc. ($CWBR)

$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,[...]

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On Cisco, Chang & Charlie Part 3

Conference call Couldn't connect me from Germany Have to wait the recording Peter[...]

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On Cisco, Chang & Charlie Part 3

$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[...]

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On Cisco, Chang & Charlie Part 3

Long $ TTOO Is someone else holding shares? Any news about the public offering? Thank you[...]

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On Cisco, Chang & Charlie Part 3

Thanks I think in the same way. Good to hear someones else positive opinion[...]

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On Cisco, Chang & Charlie Part 3

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[...]

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On Cisco, Chang & Charlie Part 3

Any comments concerning $TTOOThank you[...]

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On Is Aurinia's Supremacy in Lupus Nephritis Threatened by Glaxo's Benlysta?

Doc, are you still holding $TTOO I bought in Sept 2016 when I read your positive comments[...]

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On The Conversation: Achaogen COO Blake Wise

Is there any reason why the price of TTOO is falling recently? Any bad news in the pipeline?[...]

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On Friday File: More Rate Mania and a Fosun Check-in

I fully agree . Just bought more DOC and VTR Concerning bank stocks: Why not considering also WFC?[...]

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On "How to stuff the FDA, Big Pharma and the U.S. Congress into your back pocket" plus a few updates

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?[...]

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On "This New Apple Innovation Will Be Bigger Than The iPod, iPhone, And iPad" (StreetAuthority)

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[...]

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On May Idea of the Month: Online Advertising IPO Washout

Any idea why the stock lost nearly 10% on Friday?[...]

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On February Idea of the Month -- Oil Services

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[...]

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On Microblog: Thoughts from Myron — Graphene to the Forefront

I am following also Taranga Gold (TGZ) Any comments?Thanks Peter[...]

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