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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Graham Osborn who wrote (57870)8/25/2016 1:18:30 PM
From: Paul Senior  Read Replies (2) | Respond to of 78753
 
Read a 100 page thesis in order to make a case for a sell/short/or avoid? You gotta be kidding. Glanced through it, though, yes.

There's a probability you are, or will be, right. There's also a probability your idea of the outcome - that the stock will fall quite a bit- is wrong. A company with known problems but with lots of cash, has opportunities for improving its success. Cash and management can change the company's direction and improve its stock performance. In other words, I don't believe the situation is as dire and firmly fixed as you present it to be.



To: Graham Osborn who wrote (57870)9/20/2016 4:53:39 PM
From: Micah Lance  Read Replies (1) | Respond to of 78753
 
Revisiting an old topic, Graham looks more and more right as AGN has completed 4 acquisitions, including one that was a 700% premium to market, since the beginning of this month. I'm going to continue to stay away from AGN, however I will keep an eye on it and the rest of biotech since there is so much negativity based on congress making a fuss about high prices maybe a nice company or two will fall to a more reasonable price.


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