Seeking Alpha
View as an RSS Feed

Bret Jensen  

View Bret Jensen's Comments BY TICKER:
A, AA, AAPL, ABB, ABT, ABTL, ABX, ACLS, ACMP, ACTG, ACTV, ADBE, ADSK, AEP, AGCO, AGEN, AGU, AHH, AHT, AIG, AKS, ALJ, ALL, ALR, AMAT, AMGN, AMKR, AMTD, AMZG, AMZN, ANF, ANV, APA, APC, APL, ARCP, ARII, ARLP, ARO, ARP, ATRS, ATSG, ATVI, ATW, AU, AVGO, AVNR, AXAS, AXTI, AYR, AZN, BA, BAC, BAS, BAX, BBBY, BBEP, BBRY, BBT, BBW, BBY, BCEI, BGFV, BHI, BIDU, BIG, BIIB, BIOL, BK, BKCC, BKH, BKW, BLK, BMO, BMR, BNS, BP, BRCD, BRCM, BRKS, BTU, BWP, BX, BYI, C, CALL, CAT, CBI, CBOU, CDE, CELG, CEO, CERS, CGIX, CGR, CHK, CHL, CHMT, CJES, CLDT, CLF, CLMT, CLR, CMG, CMI, CMLP, CNAT, CNDO, CNP, CNQ, CNX, COF, COG, COH, COOL, COP, CORT, CPE, CPIX, CPSI, CRM, CROX, CRUS, CRZO, CSCO, CSX, CTCM, CVE, CVS, CVX, CXPO, CXS, CY, DAKT, DAN, DBC, DD, DDE, DECK, DENN, DG, DISH, DK, DNR, DO, DOW, DRH, DRIV, DSCO, DTLK, DTV, DUSA, DVAX, DVN, DVR, DWA, DXLG, E, EBAY, ECA, EDR, ELLI, ELY, EMC, END, ENDP, EOG, EOX, EPAM, EPAX, EPB, EPR, EQIX, EQM, EROC, ESIO, ESV, ETE, ETN, ETP, ETRM, EVEP, EWZ, EXK, EXLP, EXPE, EXXI, F, FANG, FB, FCH, FCX, FDX, FIG, FLL, FLY, FOLD, FOSL, FRD, FSC, FSII, FURX, FWLT, FXCM, GBX, GCOM, GE, GEF, GEOY, GERN, GES, GEVA, GFI, GILD, GLP, GLUU, GLW, GM, GNW, GOOG, GOOGL, GPOR, GPS, GS, GSK, GSM, GSS, GTATQ, GTE, HAL, HBM, HCBK, HCLP, HEP, HERO, HES, HFC, HIG, HL, HLF, HLX, HMA, HON, HOS, HP, HPQ, HPT, HRS, HRZN, HTA, HTGC, HURN, HZNP, IACI, IAG, IGTE, IMOS, INN, INT, INTC, INVN, IO, IPGP, IQNT, IRDM, IRET, IRT, ISRG, ITRI, ITT, IVAN, JAZZ, JDSU, JNJ, JNPR, JOY, JPM, KBH, KBR, KCG, KEG, KERX, KFY, KKR, KLAC, KLIC, KO, KOG, KONA, KR, KRG, KRO, LAD, LCI, LGCY, LIFE, LIME, LINE, LLL, LLNW, LLY, LMOS, LMT, LNCO, LNKD, LO, LOCO, LOW, LPRI, LSI, LUK, LULU, LVS, LXP, LYB, M, MANT, MCEP, MCHX, MCP, MDR, MDT, MELI, MEMP, MET, MHR, MITL, MMLP, MMP, MNK, MO, MOD, MOS, MPC, MPO, MPW, MRCY, MRGE, MRK, MRO, MRVL, MS, MSFT, MT, MTDR, MTOR, MTSN, MU, MUR, MXIM, MYL, MYRG, NAVB, NBL, NBR, NE, NEE, NEM, NEON, NFLX, NFX, NGLS, NGPC, NILE, NOG, NOK, NOV, NSC, NSPH, NTAP, NTSP, NUAN, NVAX, NVDA, NVS, NWY, NXPI, NYCB, NYX, OAS, OCN, OCZ, OHI, OIS, OKS, OPEN, OPLK, ORAN, ORCL, ORIG, ORLY, OUTR, OVTI, OXY, OZM, PAA, PAAS, PACD, PACR, PANW, PAYX, PBF, PBH, PBI, PBY, PCLN, PDH, PDLI, PDS, PEET, PEG, PES, PETM, PETS, PFE, PFMT, PGEM, PH, PM, PNG, PNK, PNRA, POM, POT, PRTA, PSX, PTEN, PULB, PVR, PWER, QCCO, QCOM, QLGC, QLTY, QRE, QUMU, R, RAIL, RAX, RCL, RDWR, REGN, RES, REXX, RF, RFMD, RIG, RIGL, RIO, RNN, ROC, ROSE, ROVI, RPRX, RRD, RSTI, RTEC, RTN, RUE, RUTH, RVBD, SAM, SARA, SBRA, SCLN, SCMR, SCO, SDRL, SEAC, SFY, SHOR, SIGA, SIMG, SIMO, SIRI, SKUL, SLB, SLCA, SM, SMCI, SN, SNH, SNY, SODA, SPLK, SPLS, SPN, SPPI, SPRT, SPY, SQNM, SSH, SSNLF, STI, STJ, STMP, STO, STT, STX, SUNE, SVU, SWFT, SWKS, SYNA, SYRG, T, TAL, TAP, TBT, TCAP, TDW, TEF, TER, TESO, TEVA, TEX, TGX, TICC, TIVO, TKR, TLLP, TOT, TPC, TPLM, TQNT, TRLG, TRN, TSLA, TSO, TST, TSYS, TTI, TWI, TWX, UA, UNH, UNIS, UPL, USB, V, VALE, VELTF, VICL, VLO, VMW, VNR, VOD, VRA, VXX, VZ, WAC, WAG, WDC, WEN, WFC, WFT, WHR, WIFI, WLL, WMT, WRES, XEC, XOM, XRX, YELP, YHOO, Z, ZAGG, ZEUS, ZIXI, ZLTQ, ZNGA
Latest  |  Highest rated
  • Railcar Makers: Deep Value In An Overbought Market [View article]
    U.S. regulators issue tough new rules for safer transportation of crude oil by trains, introducing a new tank car standard and mandating the use of new braking technology.
    The rules require that the oldest, least safe tank cars be replaced within three years with new cars that have thicker shells, higher safety shields and better fire protection; a later generation of tank cars, built since 2011 with more safety features, will have to be retrofitted or replaced by 2020.
    Regulators are not asking railroads to notify communities of any oil train traffic but will require a “point of contact” for information related to the routing of hazardous materials.
    Shares of tank car makers are higher: GBX +7.2%, WAB +7.4%, TRN +7.4%, ARII +7.2%, RAIL +5.7%.
    May 2, 2015. 10:31 AM | Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    That was before GILD added $2 billion to FY2015 guidance. FY2015 consensus earnings have already gone up 75 cents a share since I penned this article....they will go up more.
    May 2, 2015. 10:11 AM | 19 Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    Good points. Also important to remember at the beginning of 2014 the consensus earnings for FY2014 for Gilead were ~$4 a share and S&P had Sovaldi with sales for 2014 of just $2.8 billion......that did not work out to be very accurate
    May 1, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • 2 Attractive GARP Drugmakers [View article]
    Not one I follow at all, unfortunately. Payment from Hospira looks like positive as it looks like company was in deep need of cash to continue to fund trials on cursory glance.
    May 1, 2015. 10:09 AM | Likes Like |Link to Comment
  • Apple: Zenith Behind Us, Nadir On The Horizon [View article]
    Michael,

    Give up the ghost, you have been advocating avoiding this stock for about 70 points (accounting for split). Lots of better shorts in the market....YELP, TWTR, LNKD, etc....I am sure these articles generate lots of clicks but it has been bad advice for 21 months and counting. Time to move on and use your talents to target a more appropriate overvalued stock or sector. JMTC.
    May 1, 2015. 08:13 AM | 9 Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    •Gilead Sciences (NASDAQ:GILD): Q1 EPS of $2.94 beats by $0.62.
    •Revenue of $7.6B (+52.0% Y/Y) beats by $680M.
    Apr 30, 2015. 04:25 PM | 2 Likes Like |Link to Comment
  • 2 Biotechs Under $5 That Could Light Up In 2015 [View article]
    Provides the financing to advance its proprietary product candidates custirsen and apatorsen. Company's future as well as the stock's will depend if it successful just like before. JMTC.
    Apr 30, 2015. 11:44 AM | Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Focused on inflation instead of the sputtering economy, Brazil's central bank boosts its benchmark interest rate by 50 basis points to 13.25%. WIth economic conditions continuing to worsen, the consensus is looking for one more rate hike at June's meeting and then a stop.In the 12 months through mid-April, inflation is up 8.22% vs. the central bank's target range of 2.5-6.5%.
    Apr 30, 2015. 08:20 AM | Likes Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    Actually if you equate for higher deaths caused by gun deaths and auto accidents (and I think we can agree these are not healthcare issues) in the U.S., the average individual lives 1.6 years longer in the U.S. than Europe.
    Apr 29, 2015. 06:18 PM | 1 Like Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    Protalix BioTherapeutics (PLX) just popped onto my radar screen as the result of Jefferies upgrading the shares to a Buy last week. It was the first new rating on these little followed shares in over a year. In addition, after trading in a relatively narrow trading range between $1.50 to $2.00 a share over the last six months, the stock has broken out to the upside in recent weeks.
    Insert Chart I
    Protalix is focused on the development and commercialization of recombinant therapeutic proteins based on their proprietary ProCellEx®protein expression system. ProCellEx® is a next-generation recombinant protein expression system that uses advanced genetic engineering and plant (carrot and tobacco) cell culture technology instead of the traditional mammalian- or yeast-based systems, enabling the production of a wide range of complex, proprietary and biologically equivalent human proteins to address a variety of diseases
    The company has one approved product on the market “Elelyso” which is used as long-term enzyme replacement therapy for adults with a confirmed diagnosis of Type 1 Gaucher disease. The therapy is approved in the U.S., Canada, Brazil, Mexico and a few other countries. Protalix’s commercialization partner Pfizer (NYSE: PFE) is leading the charge to get the product approved in other markets.
    This compound is gaining traction and sales should approximately triple to $45 million in FY2015 with further revenue gains expected in 2016. This sales growth should narrow the company’s loss dramatically this year and the company is expected to post a small profit in 2016.
    The company has four other promising compounds in early development including a therapeutic enzyme for the potential treatment of Fabry disease which is a rare genetic lysosomal storage disorder which occurs in one of every 50,000 people. The current treatment costs some $200,000 annually. In February the company presented positive interim data from its Phase 1/2 dose-ranging study involving 18 patients. Full results should be released before the end of the year and could be the next positive catalyst for the company and stock.
    Protalix has an approximate market capitalization of $200 million, one fast growing approved product and four other compounds in early development and the shares seem worthy of a small, speculative investment given upcoming catalysts
    Apr 29, 2015. 02:16 PM | 1 Like Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    We also are allowing much of the world a "free-ride" in this especially Europe, just like we do my providing a defense umbrella for that continent. One reason 70% of all drug patents come from the U.S. even as we have the highest drug prices in the world. Hopefully one day gets addressed in free trade agreements.
    Apr 29, 2015. 01:03 PM | Likes Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    That is the $64,000 question. Preparing an article with what to look for to determine that should be published later in day.
    Apr 29, 2015. 08:10 AM | Likes Like |Link to Comment
  • Greenbrier Crushes Expectations, Stock Set To Move Higher [View article]
    I would be adding incrementally. Remember 70% of GBX's record backlog is for non oil tank cars. Demand in the oil tank car space seems to be falling off cliff right now but new safety regulations will mean over 100,000 new oil tank cars will need to be replaced or retrofitted over next few years (I believe Greenbrier's almost two year backlog is 41,000 overall cars in comparison}. Having its main competitor Trinity being distracted by a federal investigation is not such a bad thing either.
    Apr 29, 2015. 07:04 AM | 1 Like Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    Have both FCX & DVN here as well, sticking to mostly the "cheap" biotech with real earnings at the moment as well. Will see if this is a couple day sell-off or something larger.
    Apr 29, 2015. 06:31 AM | 1 Like Like |Link to Comment
  • Valero Now Belongs In An Income And Value Portfolio [View article]
    Valero Energy (NYSE:VLO): Q1 EPS of $1.87 beats by $0.17.
    Revenue of $21.33B (-36.6% Y/Y) beats by $5.96B.
    Apr 28, 2015. 07:51 AM | Likes Like |Link to Comment
COMMENTS STATS
11,170 Comments
12,173 Likes