Monthly Archives: February 2012

Flash Alert – Dendreon (DNDN) – 2.27.12

27
Feb 12
Dendreon (DNDN) reported this morning before the open. They had preannounced an excellent quarter with $82 million in gross revenues, and actually reported the $77 million net revenues I expected. They reported a GAAP profit of 26 cents a share, but that included royalty and other revenue of $125 million. Excluding that, they lost about 59 cents per share, right on the real consensus for a 61-cent loss. As I mentioned in the Radar Report, the Yahoo Finance consensus was all over the place with revenue estimates ranging from $66.0 million to $207.0 million. That tells us these numbers are...

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New Post for Comments – 2.22.12

22
Feb 12
I’d better get this up when I can, as we’re having high winds (will be gusts to 100 mph in Rocky Mt. National Park) that can take out my microwave Internet connection. Right after we moved here, I was talking with my CSA neighbor who has farmed for 20 years, and told him we’d about decided to put in moveable greenhouses. He said: “First, live through a couple of the late-winter windstorms. It can run over 50 mph for a week straight. Your moveable greenhouse will be in...

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Radar Report – 2.16.12

16
Feb 12
Dear New World Investor: Deal or no deal? The Greek tragedy has been whipping the market around on a daily basis, although net it has stealthily climbed higher to a pretty extreme position compared to its 10-day moving average. I think Greece will…wait a minute, that’s how I started last week’s Radar Report. And the same is true this week, except that the sideways move since then let the 10-day moving average catch up yesterday: Click for larger graphic As of right now – and this could change tomorrow if Angela Merkel gets out of bed on the wrong side...

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Radar Report – 2.9.12

09
Feb 12
Dear New World Investor: Deal or no deal? The Greek tragedy has been whipping the market around on a daily basis, although net it has stealthily climbed higher to a pretty extreme position compared to its 10-day moving average. I think Greece will do just what they did on the last bailout – negotiate the least onerous terms they can, take the money, and then don’t implement all the conditions they agreed to. If they can extract €130 billion from the rest of the European Union and get the private creditors to haircut their debt 70%, why not take it?...

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Flash Alert – Another Arena Advisory Committee – 2.1.11

01
Feb 12
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