SegaRob’s Activity

Fri Oct 3

CAPS Outperform Pitch

SegaRob wrote about Gilead Sciences (GILD) . 1:04 PM

GILD Outperform

Gilead's Hep C treatment is "top dog" and "first mover." Sofosbuvir (sovaldi) is a big hit and the new combo pill with Ledipasvir will be first all-oral and first interferon-free regimen for HCV. Moreover, it shows efficacy in all [more]

Caps Pick

SegaRob made a pick in CAPS. 1:04 PM

Gilead Sciences (GILD) will Outperform the S&P 500

Thu Oct 2

CAPS Outperform Pitch

SegaRob wrote about MannKind Corp (MNKD) . 4:04 PM

MNKD Outperform

There is a huge market for Afrezza (inhaled insulin) and the technosphere technology that allows medications that previously required injections to be taken via an inhaler. Revenues from Afrezza are likely to be north of $1b in 2015 and further [more]

Caps Pick

SegaRob made a pick in CAPS. 4:04 PM

MannKind Corp (MNKD) will Outperform the S&P 500

CAPS Outperform Pitch

SegaRob wrote about Solazyme (SZYM) . 3:40 PM

SZYM Outperform

New factory is Moema, Brazil is expected to produce 120,000 metric tons (MT) of renewable oils. Average selling price has been $2,600 per MT which would mean $300mm in revenue. Raw costs are about 1/3 of revenue so potentially $200mm in profits [more]

Caps Pick

SegaRob made a pick in CAPS. 3:40 PM

Solazyme (SZYM) will Outperform the S&P 500

Tue Sep 23

NL

Boards Post

SegaRob replied to the Jim Royal board. 5:15 PM

Re: FFNW price drop?

I picked up another set of long calls today, same as before. Stock price has come down. Probably a good time for people to enter a position to pick up shares (either via stock or long calls).

Options Boards Post

SegaRob posted to the Options boards. 5:11 PM

Options Boards Post

SegaRob posted to the Options boards. 4:30 PM

Fri Sep 19

NL

Boards Post

SegaRob replied to the Jim Royal board. 11:15 PM

Re: FFNW price drop?

There's a big bid/ask spread so not really sure. I'm happy with my purchase price nonetheless. Wish I got more.

Wed Sep 17

NL

Boards Post

SegaRob replied to the Jim Royal board. 3:53 PM

Re: FFNW price drop?

Ok thanks. I guess I just got lucky with my limit order? Sometimes they are a blessing when the market randomly makes a strong move in one direction. I can't believe anyone would sell me those calls at that price. Basically paying nothing for time [more]

NL

Boards Post

SegaRob posted to the Jim Royal board. 1:01 PM

FFNW price drop?

Price spiked down for some reason as low as 10.26. Mostly bounced back. I had an open limit order to buy march calls @ strike 7.5 that triggered a trade at $3. I'm happy with the price and wish I got more. I just don't understand what happened. [more]

NL

Boards Post

SegaRob replied to the Jim Royal board. 12:50 PM

Re: More buybacks from TFSL

I'm backing up truck now with the new buyback. As u said, buyback will create a sort of floor effect so minimal risk with great potential upside.

Fri Sep 12

CAPS Outperform Pitch

SegaRob wrote about TFS Financial (TFSL) . 3:19 PM

TFSL Outperform

Significantly misvalued as per Jim Royal's analysis. Fair value $20 to $30. 10M share buyback just announced (almost 15% of float) and shares barely budged. Time to back up the truck!

Caps Pick

SegaRob made a pick in CAPS. 3:19 PM

TFS Financial (TFSL) will Outperform the S&P 500

Options Boards Post

SegaRob posted to the Options boards. 2:20 PM

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75060
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 6
Total Picks 6
Best Pick SWIR (+57.68)
Worst Pick SZYM (-10.88)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite TMFSpiffyPop
Go to SegaRob’s CAPS page

Boards Stats & Trivia

Board Posts 22
Recs Received 5
People who have rec'd these posts 5
Recs to Posts Ratio (last 30 days) N/A
Threads Started 9
Threads Started Percentage 40.91 %
Most Frequent Board Jim Royal
Very First Post software / calculator to analyze option yields ? (11/12/2012)
Percentage of Posts Rec'd 13.64 %
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