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Shock Exchange

Contributor's Links: New York Shock Exchange
B.A. in economics and MBA from top 10 business school. I have over 10 years of M&A / corporate finance experience. Currently head the New York Shock Exchange, a youth mentorship program that teaches investment management skills and competitive ...more
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1 to 14 of 14 Posts
Micron: Is The Catbird Seat Heating Up?
Saturday, March 24, 2018 1:25 PM EDT
MU delivered strong Q2 earnings. Outsized revenue growth drove margins higher from increased scale. The company plans to expand DRAM and NAND capacity. This could hurt the MU growth story.
In this article: MU, SSNLF, HXSCF
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Powell Tells Congress Gradual Rate Hikes Are Needed
Sunday, March 4, 2018 11:22 AM EDT
Fed Chairman Powell recently informed Congress gradual rate hikes could be needed to keep the economy from overheating. The Fed would also like PCE to reach 2 percent for a sustained period before hiking rates.
In this article: DIA, SPY, QQQ
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U.S. Patent Office Kills Allergan's Mohawk Deal
Saturday, February 24, 2018 4:00 PM EDT
PTAB ruled the St. Regis Mohawk Tribe could not claim sovereign immunity to thwart an IPR for Restasis patents. MYL estimated it could meet FDA guidelines for generic Restasis by year-end 2017. Generic Restasis could arrive any week now.
In this article: AGN, TEVA, MYL
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Teva: Berkshire Believes Bondholders Will Provide 'Mullet Money'
Saturday, February 24, 2018 3:42 PM EDT
Berkshire recently invested in TEVA. Teva will survive by restructuring near principal payments. Teva's paltry interest expense implies bondholders are mullet money. Berkshire likely thinks bondholders will continue to provide dumb money.
In this article: TEVA, BRK-A, BRK-B, VRX
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Did Teva Offer 'Illegal' Payments For Opioid Sales?
Sunday, October 29, 2017 11:11 PM EDT
Teva is suspected of offering illegal payments to Canadian pharmacies to spur opioid sales. If the probe leads to regulators reducing Teva's sales to Canada it could be devastating.
In this article: TEVA, VRX
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Allergan Punished After Judge Invalidates Restasis Patents
Tuesday, October 17, 2017 11:56 AM EDT
Judge Bryson invalidated AGN's Restasis patents. The bottleneck for generic Restasis could be FDA approval. Generic Restasis could hurt AGN's earnings and sentiment.
In this article: AGN, MYL
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Allergan: Judge Asks If Patent Transfer To Mohawks Is A 'Sham'
Saturday, October 7, 2017 4:40 PM EDT
The judge overseeing AGN's federal patent trial questioned whether its patent deal with the Mohawks was a sham. The judge wants AGN to decide whether the Mohawks will serve as a co-defendant in the federal patent trial.
In this article: AGN, TEVA, MYL, VRX
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Mohawk Tribe Seeks To Dismiss Allergan Patent Case
Saturday, September 23, 2017 8:04 PM EDT
St. Regis Mohawk Tribe seeks to dismiss MYL's challenge to AGN's Restasis patents. St. Regis claims the patent board does not have jurisdiction over it. MYL claims the AGN, St. Regis partnership is a desperate attempt to thwart generic competition.
In this article: AGN, MYL, SHPG
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Allergan Partners With Indian Tribe To Protect Restasis Patents
Sunday, September 17, 2017 11:51 PM EDT
AGN enjoined St. Regis Mohawk Tribe to protect Restasis patents. It highlights how important Restasis is to AGN. Investors could focus on Restasis' decline or AGN's lack of R&D prowess. Growth is dead and so is AGN.
In this article: AGN Also: MYL, TEVA, PFE
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Cory Booker Blocks Importation Of Cheaper Drugs; Will Trump Hit Back?
Tuesday, February 21, 2017 4:57 PM EDT
Senator Cory Booker voted against Senator Bernie Sanders' plan to import cheaper drugs. President Trump also supports the importation of drugs. The fight over importing drugs would make good theater and potentially impact VRX.
In this article: GILD
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Gilead Gets Its Comeuppance
Monday, February 20, 2017 4:17 AM EDT
GILD's Q4 revenue fell 3% Q/Q. HIV was a major disappointment, falling 4%. Management guided that 2017 revenue could fall from 18% - 25% Y/Y. HCV sales could be off 39% - 49%. GILD got it comeuppance after the stock fell about 5%.
In this article: GILD
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Weatherford International: The Oil Industry's Bernie Madoff?
Tuesday, September 20, 2016 1:54 PM EDT
Bernie Madoff's $50B Ponzi scheme defined the 2008 Financial Crisis. As the market and the economy stalls, more Ponzi schemes could emerge. Like Madoff, WFT is insolvent by $3.1B and thirsty for new investors to repay current ones. Sans new money WFT could become the oil industry's Bernie Madoff.
In this article: WFTLF
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3 Reasons Weatherford Could Be The Next Enron
Thursday, January 7, 2016 10:58 PM EDT
Weatherford is dependent upon high energy prices, has cash flow problems, and its $3B in goodwill is impaired -- just like Enron. It could also face an ignominious end -- just like Enron.
In this article: JPM, WFTLF
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Yellen Gets Her Dander Up Over Inequality - "A Hit Dog Will Holler"
Friday, March 13, 2015 8:43 PM EDT
Fed Chairwoman Janet Yellen got her dander up after being pressed on her recent speech on inequality. Now that QE has ended and oil prices are in free fall, it begs the question, "How effective was the Fed stimulus?" All Signs point to the actions of central bankers as having led to inequality.
In this article: SPY, DIA, QQQ
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1 to 14 of 14 Posts