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Recent content by chrisjr

New posts
  1. C

    Talking stocks, trading, and investing in general

    MC nice work on BKD. I heard it pitched a couple of years ago at the Sohn conference and added to my watchlist. Never bought (at the time it was mid $30s). Watched it come all the way down. Loading up on GIMO at these levels.
  2. C

    Talking stocks, trading, and investing in general

    Hello vrx selloff, my old friend
  3. C

    Talking stocks, trading, and investing in general

    Valeant in talks to sell Salix to Takeda for $10 bln -- would take out a huge chunk of debt in one swipe. $VRX up 13%
  4. C

    Talking stocks, trading, and investing in general

    Probe has obviously been known for many months but I presume the market views the fraud charges that are apparently being brought against Pearson and Schiller as a "oh **** maybe this really is another Enron." Already trading up after hours. I bought at $18 just before close.
  5. C

    Talking stocks, trading, and investing in general

    always manages to surprise
  6. C

    Talking stocks, trading, and investing in general

    VRX --> so many buying opportunities, not enough dry powder
  7. C

    Talking stocks, trading, and investing in general

    On the topic of social media and advertisers, does anyone have a position in YELP? I'm a fan of their product as are most of my friends, and have been impressed by their turnaround since Q1 '15. Also view them as a prime takeout target with a decently deep pool of potential buyers. If only I...
  8. C

    Talking stocks, trading, and investing in general

    Earnings season has been a pleasant surprise. Now all I want is a nice VRX rally.
  9. C

    Talking stocks, trading, and investing in general

    Chogall - how do you account for risk of NFLX as an M&A target?
  10. C

    Talking stocks, trading, and investing in general

     \ Re-upped at $42. Where's the floor!?
  11. C

    Talking stocks, trading, and investing in general

    Great week for VALE and BHP. Wish I bought that ONDK last week as well, up 30% since I added to my watchlist. Sitting on a nice pile of cash now ready to BTFD when it comes. Also accumulating VRX under $63.
  12. C

    Talking stocks, trading, and investing in general

    what do you guys think about OnDeck - price is starting to get interesting? I know LC has been discussed and Chogall is short...same thesis with ONDK?
  13. C

    Talking stocks, trading, and investing in general

     3bd/3ba for low $5s/mo with mid level condo finishes (e.g. hardwood floors, marble bathrooms, granite, GE-level appliances). It's quite good with a few annoying downsides - noise being the biggest but hell, that's NY. Saw 70 Pine is starting to let their first tenants move in. Studios for...
  14. C

    Talking stocks, trading, and investing in general

    ^^ Indians are the next wave Btw Oosten is sweet. Went to a TSLA/Oosten launch party in September. That PH is droolworthy. As long as I can stay in my apt in Soho for <$2k / mo, I can't make sense of buying.
  15. C

    Talking stocks, trading, and investing in general

    Any of you guys selling into today's strength to shore up cash reserves?
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