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Bret Jensen

 
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Latest comments  |  Highest rated
  • Investors Should Be Concerned About Gilead [View article]
    Okay, earnings is going to slow dramatically next year....only 25% year-over-year according to the current consensus which continues to go up. The stock sells for 10 times forward earnings in a market that sells for 15.7X and has nowhere near Gilead's reduced growth projections. If one can not find better stocks to avoid or short, they are not trying very hard imho. Here is a bet the stock hits $150 a share before it ever gets close to $80, any takers?
    Nov 24, 2014. 01:42 PM | 99 Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    Actually it was Tocqueville in the 1800's that best summed up the current situation........."The American Republic will endure until the day Congress discovers that it can bribe the public with the public's money.”
    Nov 7, 2012. 08:18 AM | 73 Likes Like |Link to Comment
  • Warren Buffett Continues To Bet On The Bakken [View article]
    Not at all, more bothered by his political hypocrisy. Buffett thinks rich should pay more, but does everything possible to avoid an additional penny of tax. Will give his fortune away to help people on other continents instead of here in U.S. where he made his fortune. It is like Bono railing against rich then setting up tax structure in Ireland that would make Apple proud to get 13% tax rate. Or Jon Bon Jovi and Springsteen leaning way left, but declaring themselves "farmers" to get tax breaks. Don't believe in a lot of the Pope's recent words on capitalism, but he does at least live his values.
    Jan 2, 2014. 04:26 PM | 53 Likes Like |Link to Comment
  • Gilead Sciences Looks Like A Contrarian Short [View article]
    Interesting take, but I believe a wrong one. Stock is cheap at under 14 times this year's earnings (which will more than triple this year) and the stock has a lot of catalysts outside domestic Sovaldi sales. A ton of better stocks in market that could have potential declines. Gentlemen's bet. This will hit $120 before it ever tests $75 or $80 again....in?

    http://seekingalpha.co...
    Aug 12, 2014. 01:03 PM | 46 Likes Like |Link to Comment
  • The Contagion From The Imploding Oil Market Spreads [View article]
    And if you believe that, I have some cheap wetland acreage (AKA, swampland) I can sell you for a good price down here in Miami.
    Dec 9, 2014. 12:27 PM | 43 Likes Like |Link to Comment
  • Apple: All Systems Go For 2014 [View article]
    Bring it on. Bottle of Glenlivet 15 year if Apple doesn't outperform the market including dividends in 2014 if Mr. Brooks is up to it....:-)
    Dec 22, 2013. 10:11 AM | 41 Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    In what universe are you living in? Obama is many things, but moderate Republican is not one of them. Clinton post 94 you might have a case.
    Nov 8, 2012. 05:07 AM | 33 Likes Like |Link to Comment
  • New York cities win right to ban fracking [View news story]
    And we wonder why upstate NY has one of the highest unemployment rates in Nation.....no wonder NY is one of the top 3 in wealth inequality.....such an irony given it has been in progressive hands for generations.
    Jun 30, 2014. 01:13 PM | 32 Likes Like |Link to Comment
  • Apple Breaks Out [View article]
    :-)......let's leave Michael alone on this one. He is a class act, although he is wrong on Apple...he is always respectful, we should acknowledge that especially so near Thanksgiving....JMTC.
    Nov 27, 2013. 10:50 AM | 32 Likes Like |Link to Comment
  • Here We Go Again? [View article]
    Our current entitlement programs (Medicare, Ssec, etc...) have over $70T in unfunded liabilities currently....I think that is more enough to bankrupt country over time, don't you? I guess on the bright side, the Europeans will get there 10 to 15 years before us given the size of the welfare state and demographics.....adequate and human treatment of the working class? What are we, slaves? Everyone is free to get up and improve themselves and get a better job last time I looked....some of just unwilling to do so as easier to blame the "man" and take the check from govt and other taxpayers.
    Jul 10, 2014. 06:54 AM | 31 Likes Like |Link to Comment
  • 2 Drilling Plays In The Spotlight [View article]
    Both sides could have immigration reform tomorrow if they confine it like Canada's (and ours prior to 1965) to those that have educations, are entrepreneurs, are not likely to go on the govt dole and will create jobs tomorrow. Democrats will not do that as they want the 7-11mm illegals mainly from Mexico that have a median 6th grade level education, are likely to be dependent on govt for at least two generations and will vote in droves for their party. If they actually passed H1B visa expansion they would lose a huge wedge issue although that could be done in a week. Republicans already on record they would do that in heartbeat.
    Apr 18, 2014. 03:56 PM | 31 Likes Like |Link to Comment
  • Apple Continues To Bleed Market Share [View article]
    Michael, I admired your stubbornness, but time to give up the ghost on this one......there are a ton of better shorts (TSLA, NFLX, LNKD, LULU etc...) in the market...."evangelical fervor of the Apple investor clan drives the stock price even higher in a binge of senseless buying".......is hyperbole at best, the stock trades under 10x forward earnings taking out cash and the new buyback in itself should add 5% to EPS in both FY2014 & FY2015.
    May 4, 2014. 09:10 AM | 30 Likes Like |Link to Comment
  • Why The Market Topped Out [View article]
    I have advocated holding 25% to 35% cash for months. That does not mean I am still not actioning specific situations such as my article on the Gap after sell-off yesterday. A little bit of a difference.
    Oct 10, 2014. 12:02 PM | 26 Likes Like |Link to Comment
  • When Will M&A Come To The Hepatitis C Space? [View article]
    According to TipRanks over the last year in the top 1/10th of 1% of almost 7,000 financial analysts and bloggers....

    http://bit.ly/1plQdD8
    Aug 28, 2014. 11:04 AM | 26 Likes Like |Link to Comment
  • In a defeat for organized labor, Volkswagen workers reject union [View news story]
    Too bad we can see same trend in public employee unions who are bankrupting every city and state.
    Feb 15, 2014. 08:12 AM | 26 Likes Like |Link to Comment
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