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Bryan Boulden's  Instablog

Bryan Boulden
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I am a part time investor focused on building my family's wealth incrementally over the long term by investing in companies that are well positioned to benefit from important macroeconomic themes. I have a passion for research and hold a Master's Degree in Integrated Science from the University... More
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  • Trinity: "Best Conference Call Of The Whole Year."

    I recently wrote an article arguing that Trinity Industries is a strong long term investment primarily in rapidly growing domestic oil production. This recent SA Editor post provides yet another voice in support of Trinity Industries.

    Disclosure: I am long TRN.

    Tags: TRN
    May 15 6:27 AM | Link | Comment!
  • Gilead's Pipeline Continues To Flow

    In a recent article I made the case that Gilead Science (NASDAQ:GILD) is perhaps one of the best investment opportunities in the S&P 500. The company's impressive pipeline boasts 10 drugs currently in Phase 3 clinical trials or awaiting final regulatory approval. As the article was published, Gilead announced promising results of a Phase 2 clinical trial involving a new application of its drug Anexa in combination with Sanofi's Mulitaq. As I mentioned in the article, neither this newly announced potential drug combination or any of the drugs currently in Gilead's pipeline will generate the revenue or earnings of Sovaldi. Yet taken together, Gilead's robust pipeline and continued innovation will help to diversify and grow the company's overall portfolio of products.

    Disclosure: I am long GILD.

    Tags: GILD, Biotech
    May 14 7:56 AM | Link | Comment!
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