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  • American Realty Capital Properties: Not Good, Not Bad... Ready To Move On [View article]
    "In the world of business, bad news often surfaces serially: you see a cockroach in your kitchen; as the days go by, you meet his relatives."
    --W. Buffett

    WSD: That quote is from Mr. Buffet in reference to his Tesco investment in which he lost $400 million.

    Thus your comment that...

    "Novice investors: Remember this. Mr. Buffett does not invest in companies that sing "La Cucaracha" (The Cockroach) when they're presenting accounting results."

    ...does cetainly apply to Mr. Buffet. However, ARCP is no Tesco. ARCP has been through a complete audit, and there were no issues found with its properties, including Cole Capital.
    Mar 2, 2015. 08:07 PM | 2 Likes Like |Link to Comment
  • American Realty Capital Properties: Not Good, Not Bad... Ready To Move On [View article]
    By law, the dividend must come back. Per this morning's conference, the dividend amount will be announced once the new CEO is in place.
    Mar 2, 2015. 12:52 PM | Likes Like |Link to Comment
  • Last Chance To Board The American Realty Capital Train? [View article]
    ARCP is now kind of like the better of financial sector after the great recession. Balance sheets have been heavily scrutinized and given a go by auditors. I was fortunate enough to pick up WFC after the market bottom and have seen very sizable returns since then. I see ARCP following a similar pattern of total returns after the fiasco.
    Mar 2, 2015. 09:58 AM | 2 Likes Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    Completely agree on WMB. Perhaps SA should have a threshold before sending out news releases on the action of a few shares after market hours.
    Feb 28, 2015. 06:58 PM | 1 Like Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    No worries. That was only on about 100 shares. It won't hold come normal trading on Monday.
    Feb 28, 2015. 06:57 PM | Likes Like |Link to Comment
  • AbbVie: Attractive Valuation, Growth Prospects & Yield [View article]
    pharmaguy: Simply having a longer pipeline list doesn’t necessarily make a company more competitive or promise more revenues and earnings. Solid top line results from phase II and III trials are critically important, and Abbvie’s RA drugs look quite promising.

    According to Morningstar, ABBV should continue to see double digit growth over the next two years and generate strong cash flows to support its growing pipeline. In addition, insurance coverage for Hep C is growing at a fast clip which will rapidly drive Viekira sales in 2015. Regarding potential blockbuster cancer drugs in addition to elotuzumab mentioned above, ABBV also has ABT-199 and IPI145 (duvelisib).

    Now I’m not saying ABBV’s pipeline is a lock to replace the losses from Humira as there is certainly a risk to these compounds not delivering. On the other hand, ABBV is far more than a one-and-done pharma company and has tremendous cash flows to support its growing pipeline.

    I’ve been long ABBV since well before the spinoff from ABT and will continue to hold my shares.
    Feb 27, 2015. 02:03 PM | Likes Like |Link to Comment
  • American Realty +7.7% as it's set to release restated financials [View news story]
    Really? How does that "prove" it?
    Feb 27, 2015. 01:35 PM | 2 Likes Like |Link to Comment
  • American Realty +7.7% as it's set to release restated financials [View news story]
    waldipup: The rally today is due to the certainty of the financial restatement being released on March 2. Remember that ARCP has postponed its financial release twice now. Now that the uncertainty over that has been removed, more folks are willing to bet that the stock goes up from here.

    Mind you, I'm not one of the one's buying today. I've been long ARCP before the accounting error and added to my position when it was near the bottom.

    Long ARCP and looking forward to Monday.
    Feb 27, 2015. 12:46 PM | 16 Likes Like |Link to Comment
  • American Realty +7.7% as it's set to release restated financials [View news story]
    Monday is the dawn of a new era:

    ARCP with a squeaky clean balcance sheet and no more Nick Schorsch.
    Feb 27, 2015. 12:28 PM | 11 Likes Like |Link to Comment
  • American Realty Capital Properties Expects to Issue Restated Financial Statements and Third Quarter 2014 Quarterly Report on Monday, March 2; Company Expects to Host Audio Webcast to Provide Business Update and Discuss the Restatements and Third Quarter 2014 Results [View article]
    Let's hope! Up almost 7% in early trading this morning.
    Feb 27, 2015. 09:48 AM | 1 Like Like |Link to Comment
  • AbbVie: Attractive Valuation, Growth Prospects & Yield [View article]
    Abbvie has a number of promising candidates in the pipeline that could replace Humira as the drug of choice for Rheumatoid Arthritis. Two of those compounds, ALX-0061 and Tregalizumab (BT-061) look quite promising.

    See this SA article on Abbvie's Rheumatoid Arthritis pipeline: http://seekingalpha.co...

    Here is a list from Abbvie on their phase-II and phase-III clinical trials pipeline:
    http://bit.ly/17DmOgP

    Of these, Elagolix has great potential and strong results for treating endometriosis. See Reuters article here: http://reut.rs/17DmOgS

    Abbvie has also received FDA breakthrough approval for Elotuzumab for the treatment of multiple myeloma. See article here: http://bit.ly/17DmQoX
    Feb 27, 2015. 09:48 AM | Likes Like |Link to Comment
  • Last Chance To Board The American Realty Capital Train? [View article]
    ARCP press release indicates that March 2nd is on for financial restatement and Q3 report.

    Source: http://bit.ly/17DdWYJ

    ARCP up 3.5% in pre-market on the news. Uncertainty removed (at least regarding the date).
    Feb 27, 2015. 08:32 AM | 4 Likes Like |Link to Comment
  • American Realty Capital Properties Expects to Issue Restated Financial Statements and Third Quarter 2014 Quarterly Report on Monday, March 2; Company Expects to Host Audio Webcast to Provide Business Update and Discuss the Restatements and Third Quarter 2014 Results [View article]
    Finally! The day of reckoning is upon us. Long ARCP.
    Feb 27, 2015. 08:21 AM | 1 Like Like |Link to Comment
  • AbbVie: Attractive Valuation, Growth Prospects & Yield [View article]
    ABBV's TTM diluted EPS is $1.10 (thus the 55 P/E). However, the 2015 year-end average EPS estimate (17 analysts reporting) is $4.39. The low estimate is $4.21 and the high is $4.59. At current price of ~$60.85, that yields an forward P/E of 13.86 with a range of 13.25 to 14.45.

    Source for estimates - Yahoo Finance: http://yhoo.it/1JHvfcu
    Feb 24, 2015. 10:46 AM | 3 Likes Like |Link to Comment
  • Abbvie's 'One Trick Pony' Faces Patent Expiration In 2016 [View article]
    Even when the biosimilars go to market, it is not as though they will be selling them fora steep discount. The biosimilars may be a bit cheaper and will take some market share from ABBV, but Humira has brand recognition and other use patents that will still provide robust profit share. This combined with ABBV's growing pipeline will provide growth and higher share prices.
    Feb 24, 2015. 10:29 AM | Likes Like |Link to Comment
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