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Monday, May 12, 2008
Bringing the magic back to England
But there is a prophecy of two men who will restore magic to England after an absence of hundreds of years. The men are completely different in personality and temperament: Jonathan Strange is creative, impulsive, passionate and curious. Mr. Norrell is self-centered, egotistical and timid. He hoards all the books of magic in England so that he can be the one to "control" the magic. But times are changing in England, and despite the two men's differences, they find their destinies entwined as a heartless foe preys on their country and loved ones.
It is hard to decide where to begin in describing my feelings about this novel - first and foremost, I'd have to say ambivalence. It wasn't until over halfway through the book (and it is a long book - 800 pages) that I began to like it, in fact. We are not introduced to the two main characters for a very long time - and the first one we meet is the highly annoying Mr. Norrell. Call me superficial, but I find it hard to enjoy a book if I haven't got a single character I can identify with. There aren't too many likable characters in this one, but after a while I did begin rooting for Strange (although he was fairly annoying at times as well).
The writing is exquisite - Moore's use of language is exceptional, and in the narration as well as the dialog she captured the feeling of 18th-century Britain very well. But at times I felt like screaming at her to get on with it, already, to stop meandering all over the place and tell the story. At other times the footnotes and off-topic ramblings captivated my attention. The third-person narrator got on my nerves - at times it was omniscient, going into people's thoughts and hearts and relating private things to the reader. But at other times it got all coy and would only give out bits of rumor or things written in letters, as though the book were a completely factual historical narrative. One kind of narration or the other is fine with me, but it must be consistent. The narrator shouldn't be omniscient at times and limited at others, just to suit the aims of the storyteller - otherwise, to this reader at least, it feels too contrived and throws me out of the story.
I do not know how I would feel about this book had I read it instead of listened to it on CD. The reader, Simon Prebble, did an excellent job, although I did find it disconcerting when he mispronounced the word "sidhe," a particularly important and often-used word in the book, because it took away a bit of his authority as the storyteller. Aside from that minor quibble, though, his narration was very compelling. Listening to the book rather than reading the text makes me slow down and really take in the language, rather than rushing through to see what happens next - that is not an option with an audiobook.
In the end, I was glad I had read this book, and I have the feeling that the characters and events will stay will me for a long time to come. But I don't have the feeling that it will be a book I'll be rereading in the future. This was one of my picks for the Mythopoeic Award Challenge, and I can certainly see why it won the award!
Jonathan Strange & Mr. Norrell by Susanna Clarke; narrated by Simon Prebble (MacMillan Audio, 2004)
Also reviewed at:
Books for Ears
This Delicious Solitude
Girl Detective
14 comments:
I found the footnotes fairly hard to read. I'm not a footnote person - I think they detract from the flow of the book, however it was the style she was writing and the backstory was fairly important. I just wish that it had been executed differently.
That said, I have an exquisite hardcover edition that my husband bought me, and it has a built in ribbon bookmark. This thrills me, and made the reading easier (easily amused much?).
I wonder how the CD version would have changed my opinion of it.Kait - I'm sure that listening to it made the footnotes a different experience. I didn't have the choice to ignore them and then go back at the end of the passage, or conversation, as I usually do. I felt that some of them were necessary for background information, and others were just the author taking off on flights of fancy and having a lot of fun with it!
Ooh, a ribbon bookmark. That does sound nice! Every book should come with one. :-)Debi - there are people who rave about this book from the first page, and maybe you'll be one of them! I think if you approach it with the idea of putting it down when you need a break, but while you're reading it taking the time to just enjoy the language and flights of fancy, you'll have a good time with it. That's what worked for me, anyway!


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XENIA. 24. RUSSIAN. photographer and movie-maniac. my photoblog i don't fall in love with women or men, i fall in love with people (с) books • movies • comics (DC-girl) • music • tv shows • coffee • photo • WWI • and all that jazz
[my gifs] • [my photosets] • [my graphics] • [300 favorite movies] • [my fanmixes] • [other stuff]
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63. The Shawshank Redemption (1994)
"I have no idea to this day what those two Italian ladies were singing about. Truth is, I don't want to know. Some things are best left unsaid. I'd like to think they were singing about something so beautiful, it can't be expressed in words, and makes your heart ache because of it. I tell you, those voices soared higher and farther than anybody in a gray place dares to dream. It was like some beautiful bird flapped into our drab little cage and made those walls dissolve away, and for the briefest of moments, every last man in Shawshank felt free."
The Shawshank Redemption (1994) "I have no idea to this day what those two Italian ladies were singing about. Truth is,...

subset: commoncrawl


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By: A.K. Anderson | |
Number of Reviews: 1462 | |
Average Score: 65.5 |
- Comment by: Holdan McGroin - Score: 98/100 - Date: 6/3/2012
This is almost a can't miss. Part of the Reality King network. The only thing I would ask for is another update during the week. The talent is new and hot! If your like teens, this is a sure thing. Plus all of the other sites your get access to. If you cancel they will offer you a lower monthly rate to stay. Then the value increases. This is my favorite site on a stellar network that actually DELIVERS! I have never reached the download limit and I'm sure I have downloaded 10GB at one time. - Comment by: john - Score: 85/100 - Date: 2/21/2012
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Pure 18 is a superb site, part of the Reality Kings pornoverse. The models are often young and cute and sexy, some more than others I admit. I could do without the tattoos on some of them, but others are pure and perfect. (Hence the name pure 18.)
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12/08/2012- Stays at 78. -Chris
10/18/2011- From 82 to 78: Scores adjusted to current criteria. -Will
03/31/2011- Stays at 82. -A.K.
11/26/2010- Stays at 82. -A.K.
06/18/2010- From 80 to 82: Video quality improved. -Tuesday
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04/11/2009- Stays at 79. -Rhino
08/06/2008- From 77 to 79: More content and quality has improved. -Lynx - Initial review: 6/2/2007
Content Quality | 15/15 |
Usability | 9/10 |
Updates | 5/10 |
Content Amount | 9/15 |
Value | 9/10 |
Unique Content | 15/15 |
Video Downloads | 5/5 |
Video Streaming | 5/5 |
Features | 4/5 |
Other Score | 3/10 |
User Score: 94/100 | ||
5 votes | 5 comments | |
User Top Rated Sites |


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Billy Pilgrim
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Kristian Bush and Andrew Hyra first began working together in 1990, when Hyra and his sister Annie recorded the down-home folk album Big Back Porch Songs as the Hyras. Bush contributed guitar and backup vocals to several songs, and the Hyras returned the favor that same year, guesting on Bush's self-titled solo album. Though Big Back Porch Songs has never been released, Kristian Bush was given a cassette-only release around Knoxville, TN, the duo's home. St. Christopher's Crossing appeared the following year (credited to Andrew Hyra & Kristian Bush), and after christening themselves billy pilgrim, Hyra and Bush signed with Atlantic. Their 1994 eponymous debut album retained the folk underpinnings of previous releases, though billy pilgrim stepped things up for the following year's Bloom, recorded in Memphis with musicians including Garry Tallent (Bruce Springsteen's E Street Band), Mike Campbell (Tom Petty), Sonny Landreth, Greg Morrow, Richard Bennett,and Rod Smarr (Dr. Hook). ~ John Bush, Rovi
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Sauto.cz Racing Team won the first race of the season - 25.04.2009
Sauto.cz Racing Team entered new season of Czech circuit racing championship in the great style. Antonin Charouz, Jarek Janis, Peter Kox, Vaclav Nimc (Mercedes-Benz C-Klasse AMG DTM) won the endurance race of Division 4, which took place on the Brno circuit today. Second car driven by Antonin Charouz, Stefan Mucke and Tomas Enge had started also very well, Stefan Mucke was long time leader of the race, but unfortunate incident in the pit lane ended their race.
Sauto.cz Racing Teams' Mercedes cars ocupied front row of the grid and in early part of the race they were running on the first and second position battling with Audi. After the first pit stops Mercedes #1 moved onto the first position and Stefan Mucke was leading with great gap.
Dramatic moment came on when Stefan came to pit stop and Tomas Enge get in the car. When Czech driver started from the box he touched another car in pit lane. Sauto.cz Racing Teams' Mercedes was little bit harmed and after one lap the car lost the bonnet. The race was over. After this shame the second car of Sauto.cz Racing Team took the leading position and controled P1 until the end of the race.
Antonin Charouz: "It is shame, what happend to our car #1. There were so many photographers around our caron the pit lane, that was absolutly unposible to see, that another car is passing our box. Tomas started and clashed this car. On the other hand I am very happy with our performance and of course with the great result of the second car."
Vaclav Nimc: "I had started in the race really good and than I as carefull to save my position. The car was perfect and I was really satisfied with my performance and with perfect result."
Jarek Janis: "I had little problems with the tyres, but in the second part of my stint it was much better and I scored some good lap times. I am also happy, that my health troubles are away. I felt realy comfortably in the car today. It was very nice to be on the highest step of the rostrum after so long time, but I am sorry for the second crew, because they had good race and they were going for victory before this accident. It's shame."
Peter Kox: "I really enjoyed my comeback into the Czech championship. I like a lot Czech people and this championship. I still need to do more kilometres with this car, I still feel that I am not really taking the maximum out of it. On the other hand we had good lead and I only had to consolidate the lead, make no mistakes. I tried to get the rhytm in the traffic and get reasonable lap times. I think, I had achieved this. Czech championship is little bit like Le Mans Series, where I am usually competing. But there is one difference. In Le Mans Series I must to look in the mirrors all the time, but in Brno I was in the fastest car. It was really good race and I am looking forward for my next race in Czech championship."
Division 4 – Endurance race (3 hrs) – overall results
Brno, Saturday April 25
1. Charouz/Janiš/Kox/Nimč Mercedes-Benz DTM 90 laps
2. Talkanitsa/Kaufmann Corvette C5R - 3 laps
3. Konopka/Studenič Porsche 997 - 5 laps
4. Želinský/Charous Ferrari 430 - 6 laps
5. Peham/Schmitter Porsche 997 GT3 - 6 laps
6. Machánek/Racz Porsche 911 - 7 laps
7. Urban/Urban/Charouz Lamborghini Gallardo - 9 laps
8. Kačírek/Suchý BMW M3 GTR - 10 laps
26.04.2009Sauto.cz Racing Team achieved the double
25.04.2009Sauto.cz Racing Team won the first race of the season
24.04.2009Brno: Sauto.cz Racing Team dominated qualifying sessions
05.04.2009LMS: Aston Martin victorious on Le Mans Series debut
04.04.2009LMS: Aston Martin qualifies second and third for opening Le Mans Series race in Spain
03.04.2009LMS: Aston Martin sets fastest time in free practice at Catalunya
01.04.2009LMS: Aston Martin Racing set for Barcelona debut
10.03.2009Aston Martin Racing debuts new LMP1 car at Paul Ricard Test
27.01.2009Jan Charouz and Tomas Enge with Aston Martin to challenge for overall Le Mans win
26.01.200924h Daytona: Enge´s crew discarded by team´s coleague accident
26.01.200924h Daytona: Milimeters deprived Enge´s crew of fifth start positron
14.01.2009Grand-Am: Not only result in testing but the engine as well made Enge happy


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cornwall - 2:25 pm on Feb 24, 2003 (gmt 0)
What I am saying, is that if you believe that your site really should not have been removed (or should have been added if you were submitting), then look at whether editor abuse could be the problem. I am submitting good sites that should, and normally do, go into DMOZ without any problems. If they do not, I examine the editors involved to see if they have an ulterior motive to reject my site. It does not take a great deal of detective work to check the editor(s) out. You will find invariably one riding shotgun on their "own" slice of the Internet. If my memory seves me right, there have even been cases of metas (since dismissed) doing that ;)
If there is evidence of skulduggary then give the "file" to a meta >
What does this means? And how do we do that?


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Detcon's Model 524 and 624 MicroSafe™ gas detection sensors have been upgraded to "D" series transmitters that include improved and more rugged circuitry and better fault diagnostics. (read more)
The Detcon Model RD-32X is a read-only remote display unit designed to monitor real time status of a wide range of gas detection sensors and controllers. (read more)
Detcon's new Model X40 is a low power alarm and control system designed to monitor multiple gas detection sensors and a wide range of other field devices. The versatile control system is designed to receive and supervise inputs using either 4-20mA DC or Serial RS-485 Modbus™ and is available in two packages. (read more)
This product features high level fault tolerance and inputs fused and isolated. Also dual redundant power supplies and dual redundant alarm relays. (read more)
Model AV1-C1D2M & AV2-C1D2M audio visual alarm stations are designed for installation and use in heavy industrial environments. The alarm station consists of a warning light (2 lights for AV2) and a siren. (read more)
Model AV1-C1D2C & AV2-C1D2C audio visual alarm stations are designed for installation and use in heavy industrial environments. The alarm station consists of a warning light (2 lights for AV2) and a siren. (read more)
Model AV1-N4X & AV2-N4X (NEMA 4X)
Model AV1-N4X & AV2-N4X audio visual alarm stations are designed for installation and use in light industrial environments.
(read more)
Detcon Model SD-1-N7 is a single sensor sample draw manifold designed for use with any one of a number of gas detection sensors including combustible gas, hydrogen sulfide, oxygen and a long list of toxic compounds. (read more)


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If you are active on the social networking microblogging site of Twitter, you may have noticed some #wordlesswednesday tags in your feed, along with links to the user's blog. This is the start of the trend of Wordless Wednesday like the other very popular trend of #followfriday.
What is the point of Wordless Wednesday? Twitter users that are also bloggers take a content-rich picture and then post it on their blog, not specifying any description or caption, but leaving the picture to tell the story in substitute of the description. This new concept from bloggers gives the phrase of "a picture is worth a thousand words" a lot of emphasis.
Want to see examples of what other users are doing for #wordlesswednesday? Check out Twitter search. These search results are also a great way to get inspirational ideas for your blog's participation in this growing trend.
Wordless Wednesday is a great way to help publicize your blog via Twitter, and also to gain comments from people regarding the picture that you have posted. Feel inspired? Go ahead and join in, and remember to include the hashtag of #wordlesswednesday in your tweet.
Happy Blogging!
Popularity: 41% [?]


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Apple has had the tablet computer market almost to itself. All the sales of all the competing tablets combined only add up to a fraction of the sales of the Apple iPad. At $500 or more per unit, the iPad is expensive but has still been (by far) the best-selling tablet computer in the world. Until now.
Amazon announced a 7-inch Kindle Fire yesterday. That's a smaller screen than the 10-inch iPad and many of the reviews in the press are saying the small size is a mistake. I disagree. To me, the 7-inch screen is much more practical than the larger iPad screen. I have a Barnes & Noble Nook with a 7-inch screen and love it. It is much better than the Apple iPad at slipping into an overcoat pocket or a lady's purse. In short, the smaller screen devices are much more practical to take with you.
However, the shocking news is the price: the new Kindle Fire will go on sale November 15 for $199. That's right, less than half the price of the iPad. To be sure, it only has 8 gigabytes of storage and it doesn't have a camera or a microphone, but that's a killer price. (Did you ever try to take a picture with an iPad 2? It's awkward to use.)


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NP Rank:
Nicki Minaj Starships Video: Pink Bikini Pics Explained
by NowPublic Staff | April 27, 2012 at 07:50 am
2462 views | 1 Recommendation | 0 comments
Previously, on Lost: Nicki Minaj 'Starships' Video (Explicit Version)
Finally we have an explanation for what was going on during Lost: it was all part of a Nicki Minaj video. Seriously, during the Nicki Minaj "Starships" video, we're pretty sure we can see the plateau where Hurley held the golf tournament in Season One.
Remember the Nicki Minaj pink bikini photos? That was part of the "Starships" video shoot, and now you can watch the whole video below. If you've ever wanted to watch a bikini-clad Nicki Minaj emerge from where Desmond's boat was hidden, and end up at a Survivor elimination ceremony/rave, then this is your chance.
We're waiting for the Not Penny's Boat Remix.
Crowd Power
First Flagged at 7:55 PM, Mar 15, 2013 by Anonymous (not verified)
These members have powered this story:-
NowPublic Staff
Vancouver, Canada
Recommendations (1)
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Back in late April I wrote a post called Chinese Net Stocks Top Out? which turned out to be a laughably bad prediction. SOHU was around $14 when I published that and yesterday it broke above $40. So much for picking a top.
Picking tops and attempting countertrend trades in strongly trending markets are both cardinal trading sins. It makes more sense to trade with the trend and leave the top picking to the show-offs. As you can see from the daily chart above, SOHU has been trending higher since March 13th without a single reversal bar.
You could drop down to the hourly chart to execute trades in the direction of the daily trend. Even if you were trading off the 10-minute chart, it wouldn't have paid to short the reversals since the larger trend instantly reasserted itself.
Looking at the conventional Idiot Wave count you can see that SOHU was in the third wave up (both major and intermediate) back in April. Idioticians counsel that the third wave is the most powerful one and only fools would look short during that push. This fool has to stop fighting the trend. ;-)
Previous Entry >>> Shifting Fortunes


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Tuesday, February 28, 2006
Reviews - Blerg (Sorry Sybil)
No really. I'm probably asking for a shit storm to land here but, what the hell.
Yeah, if you're bored already or feel it's been done to death then you can move on - no hard feelings.
I'm coming at this in my normal nonsensical way. I'm not really sure where these quotes will take me but, in for a penny, in for a pound.
This might get gritty and if you don't like cussin' then get thee gone!
Ohhh, we have a few brave ones do we?
You've been warned!
If you have not been out and about then you might not know that there are exactly two sides to the debate of reviewing books. The side that says 'play nice' and the side that says 'honesty is the best policy'.
Okay, there are the fence sitters who say, some honesty with a play nice attitude can go far. It's not that I don't agree with this but, if you have read a truly horrible book then I don't think you should have to say you liked that it was printed on recycled paper. Although, that probably says it all. Now that I think on it, I may use that in future reviews.
Hey, you'll know I really didn't like something if I say it *wasn't* printed on recycled paper! Ah, we've got a secret code now.
Let's start with this quote:
Prolonged, indiscriminate reviewing of books is a quite exceptionally thankless, irritating and exhausting job. It not only involves praising trash but constantly inventing reactions towards books about which one has no spontaneous feeling whatever.
George Orwell (1903-1950) British novelist, essayist, and critic
God Bless him! Apparently he had to live in the world of 'play nice' and he makes it plainly evident just how much of a pain in the ass it is. I wish they could put a date to this little piece of wonder. Why? To look at the reviews before and after. Did he ever just give up and say, 'this is trash!'. How do you begin to trust a reviewer who openly says they can't say anything bad about someone else's work.
You don't.
I learned this the hard way, not from reviewers themselves but, from one Jayne Ann Krentz. At one point I loved this author's work and if I saw her name on a cover endorsing just how wonderful a new book was I would buy it. It didn't take me long to wonder just what the heck the woman had been smoking when she read the book. (This was before the internet) I started to notice that almost every book printed had a quote from her on the front. It actually began to backfire for authors (although they probably didn't know it) because I wouldn't buy a book that had her recommendation on it. I wondered if she was getting paid for every quote she put out there because this woman was busy and she had to be getting some sort of benefit from putting her name on less than stellar books.
My feeling is that JAK may be one of those people who believes you have to play nice. What I don't think these kind of people realize is that it is going to bite them in the ass sooner or later. By putting her name on just about anything she has made it so her name is no longer valuable or for that matter credible.
Let's get away from authors for now because truly, they are going to circle the wagons and who can blame them. I don't care what they say about reviewers as a rule because they are the ones getting the review. If they want to say that so and so has monkeys flying out of their butt because they couldn't see the wonder of their work, have at it. Doesn't have you coming off well in public but, do what you want. Maybe people will find you eccentric.
What about reader's who feel they have to be nice?
I personally think they are writing in their spare time. A reader is only looking for one thing and that is a great story. If a reader comes across a story that is a complete waste of time then they are usually upset and want to warn others away. I know as a reader, not only do I want to know what books a person loves, I want to know what books they hate.
Here's why.
There are books that I love that I know other people hate. Not only that, there are books that I have hated that others have said, they loved. The good news is that there is a sharing of what made a book a keeper or a tosser. Usually from that description a person is able to decide if the book would be right for them.
I have said it before and I'll say it just one more time. The year that Into the Fire by Anne Stuart won for worst romance at AAR, I did a little jig because I knew it meant it was going to be a keeper for me. Hey, it wasn't her best book but, I did love it!
The public is the only critic whose opinion is worth anything at all.
Mark Twain (1835-1910) U.S. humorist, writer, and lecturer.
Braver words have not been spoken by a writer. Now, maybe he was trying to say that critics blow and not knowing that readers would one day have a way to communicate their love or hate of a book, he put his faith in the public who bought and loved his books. Hey, everyone loves a good pat on the back but, don't we all, deep down inside, know if we are truly deserving of such?
To avoid criticism, do nothing, say nothing, be nothing.
Elbert Hubbard (1856-1915) American editor, publisher, and author of the mora
I like this one. I have lived this one at times and I don't think it is any way to live. We need input to get better. We were born to make mistakes and to fail (I have done so miserably) and no, it is not fun to be down on the ground but, having been in university I could tell you exactly which essay I wrote would get a better mark than another.
I read an author's response to nasty reviews saying that while writing the book her family was going through a horrible trauma but that the book had to be written. She didn't tell people this but, since reader's couldn't possibly know what was going on in her life, they shouldn't be judging.
Okay, fair enough.
My interpretation of this? The author knows it is not their best work.
They know.
So why is it surprising that reviews will pop up saying, this book was a mess or good Lord, this person needs to stop writing! If an author is going to write, then write. I'm not saying criticism is easy or palatable but if a couple people saying you shouldn't be a writer is enough to get you to put your pen down? Then, you don't want to be a writer.
I am one of those people who believe the best is far behind Julie Garwood. Doesn't matter though. The writer in her gets up everyday and writes. She is a New York Times Bestselling author and must have lots of readers who love what she is doing today. I mean, if she didn't then she wouldn't still be publishing in hardcover and making the bestseller lists. Her career path took her away from what I loved best about her books so even though I won't buy them, there are many people out there who discovered her new work and liked what they saw. It's just that I believe she has done better.
I would rather be attacked than unnoticed. For the worst thing you can do to an author is to be silent as to his works. An assault upon a town is a bad thing; but starving it is still worse.
Samuel Johnson (1709-1784) British author.
Ah, my favourite kind of person. I'll take the bad because it means someone out there cares enough to not only have read my work but to talk about it. Hey, I wonder if this is the guy who came up with the 'there is no such thing as bad press'.
To be fair, there are just as many quotes from people about the horrors of being criticized.
If you must speak ill of another, do not speak it, write it in the sand near the water's edge''
Napoleon Hill (1883-1970) American speaker and motivational writer.
In all honesty, I have no idea what this guy is trying to say. My interpretation is that if you are going to say something bad, do it in a roundabout manner. Maybe behind the person's back? Although the more I think on it I guess he is saying don't speak it. Course, he is a motivational writer so he is more of a cheerleader than someone who will be honest in their assessment. I'm thinking Paula Abdul.
If the end brings me out all right, what is said against me won't amount to anything. If the end brings me out wrong, then ten angels swearing I was right would make no difference.
Abraham Lincoln (1809-1865) Politician. President of the United States
I really want to read a book about this man's life. What I have read is fascinating and knowing that it is believed he suffered from social anxiety makes him even more of a hero to me. Obviously a man who understands false praise is worth nothing in the grand scheme of things. You can have a bevy of people telling you you are the best writer ever but, if in the end, you discover that there are many more in the world who believe you are not even close, then this will be what bears fruit.
I for one am grateful to have found so many people who love romance books and want to discuss the good, the great and the OMG what was she thinking! Before this we were treated to reviews that were just a run down of the plot with a couple of stars to show it was a gem. I assume it came from a generation scorned for their choice in reading.
Sure, some of that scorn is still there today, but, you know, bite me.
At this point it is time to take off those lacy gloves and let the genre finally get the respect it deserves. By allowing for open discussion and critiquing we show that we are not afraid of the literary world.
We know good from bad and we aren't afraid to prove it.
Now, if you'll excuse me I'm sure this post has shown my seething rage over - shit, what was it again Kristie? - and I will now check myself in for some counseling.
6 comments:
- Suisan said...
You know, actually I didn't find that your post showed seething rage at all. I thought you were clear and focused. And I loved the quotes. They have been scribbled into the inside cover of my School Board portfolio so I can remind myself to "Stay on target! Stay on target!"
And yeah, if you want respect, you have to a) write something worthy of respect, and b) suffer the lumps in whatever manner is appropriate (by hiding under the pillow or gargling gin, anyway which may work) when someone says they don't like what you wrote. And then, c) you have to sober up and keep writing.
I say this not as a writer who has been critiqued, but as a politician who has been publicly attacked for saying what I think is right. Turns out that some people respect me for sticking to my guns and not "playing nice" by going along with the wrong-headed majority. So there.
My little advice to the romance writers out there who want everyone to be nice is: Be brave and be brilliant. - 3:31 PM
- CindyS said...
Suisan, it was a joke about Kristie and a post she made over at RTB. Basically she said, fuck nice and got told she has anger issues and should seek help. I was saying that apparently her and I are in the same boat so I better get some anger management courses ;) Seriously, someone said that if people think Kristie has a mean bone in her body then the rest of us are screwed!
Yeah, suffering lumps is brutal but if you are lucky, you can make it to the ladies room before bursting into tears. That was my problem in the business world. My hormones or some such make me an easy crier - not so much now but, I'd share that bottle of gin with ya if I pulled a major butt head move. But, you're right. You still have to call that customer and tell them that you screwed up their order and it will be another 6 weeks before the custom piece they need will be done. Yeah, I'm channeling my old job and boy, did I hate that mess!!
I always have respect for people who stick to their guns, even when I don't agree with them. PBW says that reviews are nothing to her and should be nothing to every writer. I don't agree but, she's a tough broad and she has a right to say what she wants. She's not asking reviewers to be nice, she just says, fuck 'em. Gotta respect someone who thinks enough of her own work to not listen to any one else about it.
Okay, I'm off to try and read.
Thanks for responding. Without you, there would have been the sound of, well, nothing ;)
CindyS - 6:42 AM
- sybil said...
LOL silly girl I clicked on this yesterday when you said something about it but hadn't made it back to this window.
And I completely agree with Suisan, you sound very nice and cindyish ;).
My main thing when I review is to explain myself. If I liked a character - why. If I hate a plot point - why. And if it just hit me the wrong way... to admit to it and say that.
But that is just me ;) - 7:44 AM
- Bev (BB) said...
I think I'm probably a lot more suspicious of any writer who said reviews were nothing to them than I am of most of the comments made in reviews discussions. Yeah, I realize there are probably authors out there who honestly don't pay attention to reviews, but I'd be willing to bet they learned to practice that habit BECAUSE the reviews meant too much, rather than the opposite.
Still, it all comes down to audience regardless of whether the item is called a review, a critique or a recommendation. Who is it being written for? Period. Answer that question and one has truly clarified the issue as far as I can tell.
Oh, and the other thing I'm truly suspicious of is the perception that most "things" posted online have a dual audience of both readers and authors because my brain immediately asks several whys?"
Why would authors pay that much attention to reader "recommendations" to other readers instead of to their own peer "critiques"?
Why would any "just" reader presume to speak directly to authors about how to write? That's a job for academics or other authors.
Now if authors are simply watching reader "reviews" to keep their pulse on the market, that's one thing, but to let those reader's comments carry that much weight otherwise? That's just weird because it's matching up the wrong source with the wrong audience.
And yet I've had "reveiwers" online tell me that what they write IS for both readers and authors. Absolutely. Heavy sigh. They're selling something that authors are buying into and then wondering why there's confusion. On all sides.
See why I hate these discussions? (G) - 11:46 AM
- CindyS said...
Still, it all comes down to audience regardless of whether the item is called a review, a critique or a recommendation. Who is it being written for? Period. Answer that question and one has truly clarified the issue as far as I can tell.
Holy Crap!! Beverly, you have just said exactly what needs to be said. It's funny how you know what you want to say but you just can't get it out and then WAM - someone says it exactly right.
I think we should create a banner for a bunch of blogs that says 'Who are reviews written for - READERS! 'nuff said'. Damn, that would be a reader movement ;) If only I knew how to create a banner - hmmm, I think I'll just create a great big blog post.
CindyS - 11:15 PM
- Bev (BB) said...
Hehehe. Yeah, but you know how long I've been saying this same thing? Well, about as long as I've been online which is about a dozen or more years. Because I discovered the romance "community" online rather quickly after finding the Internet at large and this same neverending discussion soon after that.
The problem isn't that people won't acknowledge that it's the audience that counts. It's that they won't clarify who they're writing their comments to in the first place. And stick to it once they do. There are a lot of "reviewers" online who insist they are writing to both readers and authors. Well, if someone insists that "comments" they write are for authors, too, and even more amazingly specifically aimed at the author of the book(s) "to let them know what worked and didn't in the book", then why are they surprised when an author gets a tad testy?
That's what I've never gotten. That's what I've always questioned and why I've always tried to make it clear "who" I'm speaking to in my rambling comments online. If and when I ever talk to an author, any author, directly or indirectly about THEIR books they will know it. Otherwise, I simply plod along as if they're all simply other readers. The only time I acknowledge that an author is "present" in a discussion is when I know they are the author of the book(s) under discusion.
Keeps things simple. (BG)
Also makes it difficult to read and enjoy site and blogs where authors are a major presence as authors, though. - 9:45 AM


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A Missouri House interim committee tasked with looking at how efficiently state government operates spent Monday scrutinizing the Department of Social Services.
The Missouri House has approved legislation barring the state Revenue Department from scanning the personal documents of drivers' license applicants into a state computer system.
The House passed the measure 118-40 on Tuesday. It now returns to the Senate.
The Revenue Department began scanning documents, such as birth certificates and concealed weapons permits, in December. Agency officials say it provides more security to licensing. But Republican lawmakers objected to the procedures and argue it is an invasion of privacy.
Originally published on Tue May 14, 2013 3:34 pm
It appears that Democrats in the Missouri Senate have successfully stopped legislation that would have redefined what constitutes a maintenance project and exempted those being done on public property from the state's prevailing wage requirement.
The Missouri House has passed a $1.2 billion bonding initiative that would finance construction and repairs at public buildings across the state.
The House's 136-23 vote sends the measure to the Senate. But with only one week remaining in the legislative session, the proposed constitutional amendment appears unlikely to win final approval. If it did, the measure would go before voters in 2014.
Supporters cite a backlog of building needs at state facilities and note that low interest rates make this a good time to borrow money.
Originally published on Wed May 8, 2013 5:29 am
Missouri House and Senate budget negotiators have crafted a final version of next year's state budget.
The nearly $25 billion spending plan includes a $66 million increase for K-12 schools, and a $25 million hike for state universities and community colleges. It still does not include the Medicaid expansion proposed by Governor Jay Nixon (D), which disappointed committee member and State Senator Kiki Curls (D, Kansas City).
A Missouri House committee has advanced a proposed constitutional amendment aimed at protecting gun rights.
The amendment approved on Tuesday would define the right to bear arms as "unalienable" and require the state to defend against any "infringement" of that right. It would also include defending one's "family" with a firearm as a guaranteed constitutional right.
Sponsoring Republican Sen. Kurt Schaefer, of Columbia, says the legislation would protect against proposed gun control laws at the state and federal level.
Originally published on Tue May 7, 2013 12:54 pm
The Missouri General Assembly has sent Governor Jay Nixon (D) legislation that would provide a targeted roll back of the state's prevailing wage.
Missouri lawmakers have until Friday to finalize the state's roughly $25 billion operating budget.
Firearms manufacturers looking to relocate to Missouri could collect a tax credit under a bill given first-round approval by the Missouri House.
The tax incentive endorsed Tuesday would expire in six years and be capped at $3 million annually. Gun and ammunition manufacturers would be able to claim the credit on withholding taxes from creating new jobs.
The Missouri House has passed yet another bill that would expand the rights of gun owners and reduce the role of the state Department of Revenue.


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CLEVELAND, OH. -- CBS is reporting 52-year old Ariel Castro was arraigned in court on Thursday on charges of kidnapping after three women who had been missing for over a decade were found alive at his home.
Castro is charged with three counts of rape, four counts of kidnapping and covering the captives including the daughter born of Amanda Berry.
While in court Castro kept his head low during the entire court proceeding and was seen biting his collar while signing documents with his hands handcuffed. He didn't say anything while he was in the courtroom. Castro's bond was set at $8 million.
Investigators said the women were held captive and were raped and only allowed outside a handful of times with disguises on.
The prosecutor said the women were sexually assaulted and beaten repeatedly. Castro, a former school bus driver is the only suspect in the case. His brothers were released and cleared of charges Thursday.
Courts documents said Castro lured the women into his car. Officers said the women were bound by ropes and chains and kept in separate rooms. Investigators said the women suffered from prolonged sexual abuse, psychological abuse and miscarriages.
A public defender for Castro said he was being taken to a city jail medical unit and will likely be under suicide watch while at the county jail.
For more information Click Here.


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Russell Hobbs 13766 Reviews
Product Type: Russell Hobbs toasters
Description:Manufacturer: Russell Hobbs
Newest Review: ... slots are wide and long so unlike other toasters, the whole slice of bread gets toasted rather than the top sticking out. ... more
Price Comparison for Russell Hobbs 13766
Customer Russell Hobbs 13766 Reviews (5)
by - written on 20/09/10 (Very useful, 71 readings)
I seem to not have much luck when it comes to my kitchen appliances and on average I need to replace something every six months or so. The only appliance I have never had any sort of trouble with is my toaster which is a Russell Hobbs classic toaster model no: 13766. I have had it now for nearly two years and in all that time there has never been a problem with it and it is still going strong despite being used almost every day. The Russell Hobbs classic is a polished stainless steel 2 slice toaster that has a modern look but at the same time it really is a classic shape so would fit in with most kitchen designs. As my kitchen appliances are all ... Read the complete review
by - written on 19/10/08 (Very useful, 204 readings)
I bought this toaster a few months ago from Woolworths it was reduced to £10 which I though was fantastic for a Russell Hobbs 2 slice toaster. I have found the toaster very good the toast spaces are large enough to accommodate crumpets without them getting jammed. You can adjust the length of time the bread stays in the toaster for well-done toast etc. The only problem I have had with this toaster is you have to be careful when you push the leaver down to put the bread down as it is situated right next to the lever than adjusts the length of time the toast is in so I have burnt a few slices pressing both levers down at once. This toaster ... Read the complete review
by - written on 08/12/10 (Very useful, 24 readings)
Bought this toaster as I first thought it would stop me having to watch my bread under the grill and can pop it in and go do other stuff. The stainless steel has a nice finish although it is very prone to fingerprints and the crumbs from the toast seem to stick to it which isn't really a good thing. The toaster features a variable browning control that I couldn't get to make the perfect slice of toast. I tried it on all the levels and I either got burnt toast or under cooked toast and it would go uneven every time. Which means once I have pressed the lever down it was like the toaster is deciding my fate whether I'm getting a nice perfect piece of bread or if ... Read the complete review
by - written on 15/08/09, updated on 15/08/09 (Very useful, 87 readings)
I bought this toaster two weeks ago as our other one had packed up. We bought a cheaper one made by a company called hayden first but it was a load of rubish to be honest, it burnt the toast on every setting so it had to be returned. In the end after reading several reviews on differn't toasters we decided to go for the russell hobbs 13766, it wasn't the cheapest toaster at £25 nor was it the dearest i guess it was a mid-range toaster. It's a very basic toaster with very few settings but that is what i wanted really just something that did not burn the toast. This toaster works very well indeed and the toast always cooks evenly on both sides. It ... Read the complete review
by - written on 31/05/12 (Useful, 17 readings)
This toaster is nice and modern looking in stainless steel and black and looks good out on the work surface if you are short of cupboard space. It is a 2-slice toaster and the great thing is the slots are wide and long so unlike other toasters, the whole slice of bread gets toasted rather than the top sticking out. The slots are wide enough for crumpets and teacakes too which is great. Considering the size of the slots, the actual toaster is quite neat and compact. I do find that if only toasting one piece of bread, one side is toasted considerably more than the other. This isn't the end of the world, I just put it on a low setting and flip it over. This ... Read the complete review
Products Similar to Russell Hobbs 13766
Russell Hobbs 13767 Classic - An economically priced toaster none
Russell Hobbs 13245 - Toasts perfectly every time, toasts all the bread, looks good, easy to use/maintain. Takes a bit longer to clean than a regular toaster.
Russell Hobbs 14144 - Speed of toasting, width and length of slots None
Russell Hobbs 13790 - looks good, makes ok toast, crumb catching feature burns toast too much, poor design
Russell Hobbs 13973 - Fast, stylish, re-heat setting, frozen setting, high lift, wide slots Slots don't take tall slices of bread, bottom doesn't have much grip
More products in Toaster All these and are taken from reviews of the dooyooCommunity. | ||
Russell Hobbs 18098 The look and the crumb tray It gives underdone toast on one side, burnt on the other, flashes when it pops up | Russell Hobbs 18139 Cheap! So many settings! The high lift facility for bagels/crumpets! Many people stating the toaster has broken after not long... | Bosch TAT86104GB |
Breville VTT363 | DeLonghi CTOV4003BK | DeLonghi CTOV4003BW |
Kenwood TTM404 Looks great, can do 2 or 4 slices, good price Sooo Slowwww | DeLonghi CTO4003.V Fashionable, looks great on your kitchen worktop Bit pricey for what it is | Breville VTT220 Looks good for a few days and has cool displays Hopeless and toasting, too big, far too expensive, can burn your fingers and hard to keep clean |


text: please change the subject line2003-03-25 16:52:05Dean, please can you change the subject line. If you are going to complain to the IETF about process, I have absolutely no desire to be brought into it, and it certainly isn't part of anything I conciously wanted to initiate in my posting. cheers -George


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Girl Boils Egg
written and directed by Bella Freud – running time 2 mins.
Girl Boils Egg was commissioned by Nick Knight as part of his Punk film series for Showstudio. It shows a school girl timing her egg to the soundtrack of 'Bodies' by the Sex Pistols. Please click here to view.
directed by Martina Amati
Submission is a mini film – the result of a collaboration between Bella Freud and film maker Martina Amati. Martina is the BAFTA award-winning director of three short films: A'Mare, I Do Air and Chalk. Submission is set in the world of Brazilian Jiu Jitsu where you learn to use your opponent's strength to vanquish them. The unlikely winner engages us in her internal dialogue, remembering the moment in her childhood when she discovered how she wanted clothes to serve her as a protective armour. Submission is a portrait of a group of unique women rolling on the mat in exclusive costumes designed by Bella Freud. Starring Antonia Campbell Hughes, Abbey Lee Kershaw, Susie Bick, Phyllis Wang and Olympia Campbell. Music is by Nick Cave and Warren Ellis.
Hideous Man
directed by John Malkovich
Hideous Man is written and directed by John Malkovich and produced by Bella Freud. It is their third short film collaboration and is shot on 35mm black and white film. It tells the story of a group of beatnik girls rehearsing their work in preparation for a performance for their alter ego – the Hideous Man. Starring Peaches, Saffron Burrows, Anita Pallenberg, Camilla Rutherford, Skin, Arielle Dombasle and Emilia Fox.
Costumes designed by Bella Freud.
Lady Behave
directed by John Malkovich
Lady Behave follows the progress of a young woman whose manners are so piggish that her boyfriend walks out on her. Defeated, she pulls the phone out of the kitty litter and dials the number of the Lady Behave School of Etiquette. Starring Ingeborga Dapkunaite, Devon Aoki, Laura Bailey, Susie Bick, Jodie Kidd and Arielle Dombasle, Lady Behave is a series of vignettes illustrating the unusual situations in which a girl can utilize her charm and poise as lethal weapons.
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More Clothes
directed by Kate Garner
Love story where clothes play Cupid.
Starring Susie Bick.
Day at the Races
directed by James Lebon
Bella Freud's first film collaboration 'Day at the Races' was shot on Super 8 film at Newbury race track. The film is edited to some of Bella's favourite songs.
Starring: Lisa Snowdon


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Calistoga and Plexxikon: Gone in The Blink Of An Eye 19 comments
Mar 4, 2011 2:53 PMI discussed the merits of these company's in a short post back in June last year (Calistoga Pharmaceuticals and Plexxikon- Two Biotechs to Keep an Eye On). I had hoped to see them become public companies because I saw promise in their technologies and wanted to participate in their upside.Too late. Both have recently been acquired. Plexxikon by Daiichi Sankyo on February 28 for a lofty $805 million up front with another $130 million in milestones, and Calistoga only a week earlier by Gilead for $375 million down and $225 million in future milestones. As for the price difference, Plexxikon has a compound close to approval while Calistoga's promising candidate is only in Phase II.How I would have savored the opportunity to invest in these companies.Investing in public biotechs is now generally a choice of two dichotomies- either go the path of relatively safe mid-cap stocks, or take your chance with a slew of micro caps. There is little in between.A return of IPOs are needed to bring back quality small cap investment opportunities.Back To Chimera Research Group's Instablog HomePage »Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.
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The problem is biotech IPOs are not fashionable and there is a lot of private smart money that nows how to sell these hot biotechs to starved big pharma.
Not good for us...
What safe (and relatively cheap) mid caps are you thinking about?
Long Novartis Roche Abbott (large), Incyte (kind of small mid?) and a bunch of small cap but nothing mid? Help! -
I thought Incyte WAS a midcap! If larger than that, there are few biotechs to be found. I like Alexion and Pharmasset, but they've had pretty decent runs already. I'm keeping them for the long term.
Not a personal fan of Vertex, Dendreon, HGSI, or REGN.
I may very well be wrong on all four.
What did you have in mind? -
I don't know!
My favorite 'mid cap' was Crucell and they hovered at around 1 billion. They got bought out 2-3 years to early and cheaply IMO. Bruce wanted to cash in and become a bigshot from J&J.
My only mid cap is Incyte (which I bought significantly cheaper) but although I still see a lot of value in them I can't bring myself to buying any more considering I could have 4 times more Micromet for the same price.
Immunogen (ok by far a mid cap yet!) but soon to be a baby mid cap IMO. Seattle Genetics?
I see (maybe wrongly) mid caps as buyout targets for CEOs who are 'scared to get it wrong' with more junior, earlier and smaller plays. These CEOs need drugs to hit the market quickly and are willing to pay to de-risk their bets and show balance sheet results quickly. I just can't think like a big pharma CEO though... I just think how many baby biotechs Sanofi could have bought with the kind of cash they recently put down for Genzyme.
Alexion (and Dendreon) is a good example of what scares me in mid cap. A business model based on charging huge amounts of money for therapy to very few patients. If it works (and it seems to be working...). They have one 'solid' product and a few pipeline possibilities. I thought they were expensive at a third of their current market cap: missed that one!
For Vertex and Pharmasset: I sadly don't do HIV and hep C viruses! To much competition for me.
Maybe my biggest weakness (there is an active competition of weaknesses to get to be my biggest one...) is being unable to put a value on mid caps as seen through the eyes of a CEO? Are you keeping Alexion and Pharmasset for a buyout or because you think they will make money?
Long Micromet, Immunogen, Thinking of Seattle Genetics (but will never buy!), MAnnkind (I know, I know!) and a bunch of other 'future mid caps' I hope.
PS: I'd love to be convinced of the value of a midcap or 2! -
Curious, by Mannkind? Seems you're not the only one though...
Why not SGEN, guess a bit pricey now, but at its stage, I think its valued similarly to IMGN
Why I holding VRUS and ALXN? Sure HepC is crowded, but I see it shaking out like the HIV field where a few companies will take most of the market and one (GILD) owns most of it. VRUS to me, will be GILD. Sure, Vertex, Merck got there first, and they will change standard of care, adding direct adding drugs to interferon, etc. But they also add another layer of tox. HepC is best cured at the early stage, but drug usually isn't given then because something like 40% patients will cure themselves- why deal with interferon?
An interferon free treatment will be a real advance, I believe it will enable docs to treat early, cure more, faster, less side effects.
VRUS has cash, a drug in collaboration with Roche in late stage, works in the most interesting class of compounds, and has the potential for the best combo treatment.
Alexion is already a 10 billion stock, but room to grow. Its single drug likely to generate greater than 2 billion in sales and it owns the whole thing. Pricey, yes, but highly efficacious in multiple indications. Test it in 10 people and you have good confidence if it works, move on to larger studies. Not like cancer, never know what will happen.
Company is well managed, great execution. Think Celgene in earlier years. Also like its recent acquisition of competing/complementary orphan drug company.
I personally feel a lot of bios are pretty high right now. I'm not buying any midcaps, looking more at smallcaps. -
Your take on Vertex makes sense and was a bit what I thought when they were significantly cheaper (but still didn't buy!). Very foolishly didn't buy retrospectively...
Like I said I have difficulty with the 100000$ per years orphan drug thing. There is a significant risk this business model will get killed by regulators world wide?
Mannkind suffers from or suffered from an over confident very smart CEO who put a big chunk of change (1 billion) into the most revolutionary product in diabetic (type II) management since insulin came on the market IMO. Being shot down by the FDA twice will hopefully make Mr Mann a bit more realistic on how he deals with FDA requests... They have a paradigm modifier in Afrezza IMO. The market seems to think there is no market for Afrezza and look at Exubera as their gold standard for failure. Afrezza is not Exubera and by very far. The kinetics alone would make it a game changer regardless of route of administration. Inhaling it obviously permits this kind of kinetics and is a much easier and convenient route. A much better product. Broken Lada vs fuel efficient Prius to use a car analogy... Their inhaler is actually kind of sexy! A bit like an ipod if inhalers to use another analogy I've seen used. Skepticism of the market is key to get this company cheaply.
Negatives of Mannkind:
Out of cash in early 2012
Two phase 3 studies that could go badly but if they are well designed they are 'low risk'. I obviously don't need to tell you that low risk is a relative concept in biotech!
An overconfident 83ish(85?) year old CEO who as far as I know has pulmonary issues (my diagnosis based on me looking at him on video!). I'm not sure how much money he has left to fund Mannkind but I think he is running low on capital. I think he needs a big pharma partner sooner rather then latter. I think big pharma will see more value in Afrezza then the street is seeing? Then again I don't get most big pharma CEOs deal making...
I have quite a few shares (at a modest loss so far) and have been in for a few years. I'm not buying anymore and 'hoping' for a market crash... that will really punish all baby biotech.
I agree with Seattle Genetics being relatively the same price 'timeline adjusted' Immunogen but still haven't bought any. No good reason but investors (me) are illogically logical: if that makes any sense...
Also looking at baby bios hoping to get a few at the next market crash which might be sooner then most are betting on in my very humble opinion... Maybe I should stop reading Zerohedge.com and see life in a more rosy way through MSNBC or something!
Which would be your top picks as far as baby bios go if we got a significant market correction?
I have a list that I would love to pick up cheaply.
My list (starting with those I would pick up first) if there was a 30-50% correction in baby biotechs:
Momenta (picked up more after last scary Teva press release)
Mannkind (funding/dilution issues could be problematic if crash)
I would be very interested on your opinion of any of them or any of your picks.
A Chinese vaccine play which is very cheap but no really making any money. The not making any money thing is actually a strong point... At least they aren't playing fast and loose with finances! They had a few accounting issues a few years back but that seems to be a thing of the past hopefully.
How will China improve the health of 1.2 billion people in a cost effective way? Vaccines have got to be part of the picture? Sinovac is innovative and well positioned IMO. They are a very low cost producer and could also be a supplier for other developing countries. They came out with a H1N1 vaccine faster then any big pharma and were the first to show one dose was protective. The 'big pharma' vaccine makers laughed at their claims but had to eat humble pie when the WHO certified Sinovacs' claims.
I've been a shareholder for a long time and have done very well so far.
A novel IV atrial fibrillation drug that will significantly change they way we treat A fib in the acute setting. Approved in Europe but struggling to get anywhere with a painfully slow FDA. An oral formulation would be a major hit and is in the pipeline but several years away. The underperformance of other anti atrial fibrillation drugs (Sanofi) is clouding the value of this companies drug.
I'm a relatively new shareholder and am down a bit on this one but have been following them for years (always thought they were to expensive until they started going up significantly and bought in only to see them come back down...)
IV acetaminophen recently approved in the US. An old very popular drug in Europe. They have another 7 years to cash in on this drug. The Street seems to lump them in with a recent IV NSAID launch which totally bombed. This is not an NSAID obviously and IV acetaminophen will do very well IMO. I would prescribe it at least 4 or 5 times a day and so would many other MDs I know. There are cheap generic IV NSAIDs but Ofirmev (strange name I guess?) will be given with IV NSAIDs to synergically decrease narcotic use in hospital. Anthing that decreases use of narcotics is usually very cost effective. It gets patients moving faster and probably decreases compications significantly. The US market (if it follows UK and European patterns) would make this a 1 billion dollar a year drug... The Street is also shorting this puppy big time. The shorters are predicting a total failure of prescriptions. We will soon see. Their next 2 quarterlies well tell if there is meaningful uptake. Management seems to be doing all the right thinks to get this into hospitals quickly.
I have a very small position at a bit cheaper then now. The shorts are kind of in the way for this company to get cheaper though...
What would be your 3 or 4 top buys in a biotech crash?
Jean Pierre -
Thanks for your list. I will look harder at Pharmasset. Will find out about Pharmacyclics. Don't get Cubist though.
If my 'macro play' is right I wouldn't be surprised to see a very major swing out of baby biotech in the next few weeks or months as risk off becomes the new truth...
From Grantham
This would be very bad for baby biotechs IMO.
On a more biotech front...
Basically says Sanofi will try being big in China through amongst other things vaccines. Ties in to my Sinovac play.
HAven't liked or owned Sanofi especially after Genzyme but they are a truly geographically diversified. They may be expensive right now? What do you think of Sanofi?
Jean Pierre -
I'm not worried about a market correction. Trying to pick names that will be major players multiple years out- trying.
Loved the last correction a couple years ago, yeah, maybe bios getting ahead of themselves, but also, more than at any time before, lots are close to real products.
I don't like Sanofi- one of the LEAST productive pharmas out there. With Genzyme, get into orphans (hey, though you didn't like high priced drugs). Genzyme pretty productive, if they leave it alone as promised, could add some revenue.
When you can't innovate, say "developing markets!" -
I am very worried but prepared (I hope...) for a significant market correction in high risk assets.
Biotech is as a whole coming through a stagnant phase into a productive phase and I don't know if the rise in biotech valuation is caused by this or simply a reflex 'risk on' QE 2 type of reaction. Possibly a bit of both. The end of QE 2 and a return to 'reality' could be hard for profitless baby biotechs.
I think you are right about Sanofi and yes I didn't think Genzyme made much sense. I do have a soft spot for anyone taking vaccines in emerging economies though!
Jean Pierre -
Read ZeroHedge, great blog. Can see why you're so pessimistic...
Yeah, am a bit worried about a correction in biotechs. Hopefully quality names will hold up a bit better but microcaps will definitely take it on the chin with the market.
Pharma been pulling out of deals left and right. Wonder what happens when funding dries up.
Jason -
I think zerohedge (amongst many other blogs of that type) gives us a real spectrum of counter opinion to American MS financial media. The British papers are a bit more nuanced IMO? The WSJ, Forbes, Bloomberg, MSNBC etc are often bought or clueless (don't know which is worst...), or both? Still like Barrons.
It easy to loss real big money in baby bio while buying the best of the best but the tide is going out big time. The reverse is also true hopefully... I've done it with a few: my best in biotech so far was Sinovac.
I think what we are seeing now or will see shortly is a risk off rotation into quality pharma (Abbott, Novrtis, Roche etc.) and away from baby bio.
Then again when leverage stops and starts to unwind everything gets sold across the risk spectrum for different reasons. Quality liquid stocks get hammered for no other reason then that they are the ones who have willing buyers and can be sold without completely destroying capital.
I'm at 35% cash and this is probably not enough IMO. I would like to be 40-45% cash but would have to sell a lot of very promising baby bio to get there. Who knows what to do! The only thing I am pretty certain of is that individual investors are complacent and nothing can seem to derail this bull market. BTFD... Cash seems to be trash (for now). Will cash still be trash at the end of QE2? Very scary...
I am trying to set up my list of strong buys and at which prices. For the Novartis et al. it's pretty easy to do. For the baby bios a lot harder for me to figure out value in this crazy 'up is down' world.
My feeling for this is basically that if a 'Novartis type of company' goes down 30% and 'Incyte type of company' also 30%: jump on Novartis! Novartis down 30% and Incyte down how much before I buy the Incytes of the world?
Jean Pierre -
Hey, the world isn't crashing yet- and QE2's starting to end...
But if NVS and incyte do go down 30%, I'd go incyte- the "crappy" ones come back faster. Besides, if the investment thesis still stands, should still be a good bet. -
Everything was 'fine' before Lehman... until it wasn't!
I've been selling for 2 months now: still wrong.
Sold some more in the last few days. Almost 40% cash.
0.2% for my US cash and 1.4% for my Canadian cash: I will be rich!
Foolish or wise will be determined retrospectively!
I just see Linkin IPO follies all around. Reminds me of 1999 and the housing bubble. I guess we don't learn.
Time will (shortly?) tell. -
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Belur Tour
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Greenish-gray chlorite has been used in the construction of the temple with is graced with exquisite sculptures. Some of the sculptures are inspired by Ramayana and Mahabharata.
Adjacent to the chief shrine is a shrine commemorated to the Kappe Chenning Raya . Belur Tour Karnataka and there is also a shrine dedicated to Somanayaki .
Tour To Belur Karnataka and this shrine stands out from the rest because of its tower or the 'vimana'. Behind the main temple there is yet another temple that has Goddess Lakshmi as then presiding deity.
Tours To Belur and the exquisite craftsmanship of the period is testified by the carvings of elephants, lions, horses, episodes from the Indian mythological epics, and sensuous dancers called the Shilabalikas that are used to adorn the temple.
One of the primary attractions of the Belur temple is Darpana Sundari or the Lady with the mirror carved on walls in the South India Tours.
How to Reach Belur
By Air – The nearest airport to Belur is in Bangalore.
By Rail – The railway terminal at Hassan is about 40 kms away from Belur.
By Road – There are daily buses that ply to Belur from Bangalore, Halebid, Hassan, Hospet, Mangalore and Mysore in the Tour To South India Karnataka.
Southindiatourtravel.com is an international travel site and a repository of useful information on Belur and to other exotic places in Tour To South India Karnataka and around the globe.