精华 苦辣酸甜难书尽,成败得失笑谈中

本帖由 加京游子2009-07-03 发布。版面名称:投资理财

  1. 加京游子

    加京游子 新手上路 ID:81549

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    Fine, what fine? The SEC sued for BAC agreeing to buy Merrill, which was spooned fed by the FED and the treasury; also the SEC sued for BAC agreeing to pay Merrill executives bonuses, which was contracted prior to the execution of the deal. BAC is not paying the SEC a penny. If anything, the FED and Treasury should pay BAC billions of dollars for saving the American financial system!
     
  2. 加京游子

    加京游子 新手上路 ID:81549

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    Sorry, I dismissed your statement about the $33M fine prematurely. I just read the news and that fine was confirmed. It is my habit not to believe anything about Mr. Market until the writing is on the wall. This was old news and shook out a lot of shares from weak hands.

    The fine was about agreeing to pay Merrill executives bonuses. I read repeated statements from BAC that the bonus was contracted and paid before the deal closing and BAC did not authorize the payment. So the company lied too, which I hate. But BAC is a huge kingdom, and KL should be regarded no different from politicians. I gave too much credence to company official statements. But if one doesn't trust management, how can one own the company?

    Anyway, getting the government off BAC's back isn't a bad thing at all. I wish they pay back the damned TARP money as soon as possible.

    I haven't touched my LEPA calls yet.

    Good lucks!
     
  3. 山野村妇

    山野村妇 初级会员 ID:84165 VIP

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    没关系的! 我还以为您是从另一个角度去解读fine这个词呢。不管怎么说,我对BAC 都是挺有信心的。谢谢!

     
  4. 山野村妇

    山野村妇 初级会员 ID:84165 VIP

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    恭喜楼主发财!!!

    :D:D:D

     
  5. 加京游子

    加京游子 新手上路 ID:81549

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    DVAX news broke AH and the PPS is rising with significant volume

    It is not a direct approval of Heplisav nor a direct lifting of the clinical hold. Rather, it is a two-step process for lifting the clinical hold. I bought back as much as I can in AH upon the news. Tomorrow will tell if it is a rocket ship as I expect. This news alone may not be enough to make it my next DNDN but the potential news to come (development and marketing partnership may carry it over the hump).
     
  6. 加京游子

    加京游子 新手上路 ID:81549

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    Added ORGAH today

    To do that, I sold VBAAD for pretty satisfying profits. They were bought for a quick trade to reduce my VBAAF cost base. This trade did by a dime, pretty significant.

    I am almost done with ORGAH but not done with loading up DNDN. I will start ORGAJ (LEAP calls at the $50 strike) in the next few days but before August 11 when the company reports 2Q and a conference call.

    It is indeed a very good day!
     
  7. 加京游子

    加京游子 新手上路 ID:81549

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    离发还远了但苗头不错!也祝贺你!可惜你把DVAX全卖了!
     
  8. 山野村妇

    山野村妇 初级会员 ID:84165 VIP

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    我想也许我还有机会,明天开市的时候我会决定是否再把它买回来。

     
  9. 加京游子

    加京游子 新手上路 ID:81549

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    On fire, this bull market is simply unstoppable

    The entire casino sector is on fire today and so is BAC in AH trading. This bull market is simply unstoppable, buyers pour in on any dips. The way I read it, mutual fund managers are getting very worried about missing another good run after missing the March bottom when the S&P 500 broke 1K and hold, NAZ broke 2K and hold. Next stop? DOW 10K, believe it and act or be left behind!!!!!
     
  10. 山野村妇

    山野村妇 初级会员 ID:84165 VIP

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    非常赞同!

     
  11. 加京游子

    加京游子 新手上路 ID:81549

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    DVAX: a rocket ship that was not today

    The first dose of Heplisav news along with a good quarterly report was not good enough to make DVAX a rocket ship today. Buying interests were simply overwhelmed by the profit-taking selling pressure --- a big institutional holder, BVF, has been selling at every rally for cash needs since last March and hence keeping a lid on the pps upon every good news. All the shares I bought in AH yesterday and PM today are severely under water. Even with significant news, the pps cannot make any meaningful strike until this determined seller is done selling. Any good trader may make good money with this stock but I am very lousy at trading. I will simply hold for the big fat payday yet to come. Yesterday's baby-step news on Heplisav improves the company's fundamentals even more significantly. I am wiring cash tomorrow to my broker to either add DVAX should it dip or initiate ORGAJ.

    Improved fundamentals: with yesterday's news in the bag, the FDA clinical hold on Heplisav is expected to be lifted by the end of September. This may lead to co-development/marketing partnership with a big pharma, which will surely consist of upfront cash payment, sharing of clinical trial costs and revenues. The status of Heplisav in Europe and Asia is yet to be updated. New developments in the pipeline.
     
  12. 山野村妇

    山野村妇 初级会员 ID:84165 VIP

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    我又买回一部分DVAX,这一次争取站稳立场,不见兔子不撒鹰。:D

    BTW, 您怎么看今天AIG的狂涨?下一个turn 应该是BAC 了吧?


     
  13. Green158

    Green158 知名会员 ID:44743

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  14. 山野村妇

    山野村妇 初级会员 ID:84165 VIP

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  15. xiaomei

    xiaomei 庄园主 ID:46138 VIP

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    IMO, C is still at the bottem price ($3.6), it is the right time for C and has a big room to catch up with BAC($16.66). in a short period (2 weeks), I believe C will outperform than BAC. today's 2billion volume already convinces me C is under fire to breakout.
     

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