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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: Mama Bear who wrote (54559)4/14/2000 8:17:00 AM
From: scott_jiminez  Read Replies (2) | Respond to of 122087
 
You must have realized that 'dart' comment was a minor comment within the context of my post. The idea was the biotech runup was as evident in foresight as it is in hindsight.

My points about Anthony's lack of forthrightness regarding the subsequent behavior of Ariad, how his 2 day short sale was so anomalous as to be absurd, how his 'diarrhea' comment was pathetically off the mark, and especially how it would have been significantly more profitable to go long (AND STILL WOULD BE!), were the real thrusts of the post.

The fact that he received publicity in Wired for the Ariad trade is truly ridiculous...since if the trade was presented in its proper context (as in my previous post), it was have been perceived properly: lame and misguided.



To: Mama Bear who wrote (54559)4/14/2000 12:22:00 PM
From: StockDung  Read Replies (2) | Respond to of 122087
 
Companies Now More Willing to Lash Out at Analysts, WSJ Says


New York, April 14 (Bloomberg) -- Companies have become more aggressive in publicly belittling analysts who write negative research reports, the Wall Street Journal reported in its ``Heard on the Street' column. Conseco Inc. Chairman Stephen Hilbert confronted Salomon Smith Barney's Colin Devine at a lunch and complained of factual errors to Devine's superiors after Devine lowered his rating on Conseco to ``neutral' from ``buy' last year, though Conseco's shares have fallen 77 percent since the cut. Such pressure on analysts and their employers' reliance on investment-banking income may help explain why only 0.9 percent of ratings tracked by First Call/Thomson Financial are ``sell' or ``strong sell,' the paper said.

On Monday, Conseco said it hopes to sell its Green Tree consumer-finance unit by early in the third quarter.

(WSJ Interactive Edition 4/14)

Apr/14/2000 6:19

For more stories from Bloomberg News, click here.

(C) Copyright 2000 Bloomberg L.P.