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Robert Honeywill

 
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  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part III [View article]
    Hi YakkinYeti
    While for the Base Case projection I have adopted 7.25% for EPS growth and 6.25% for DPS, the EPS growth of 7.25% could very likely be on the high side.

    Your thinking of 6% growth for EPS would sit more comfortably with me than 7.25%. And if the EPS growth were to be 6% I believe JNJ could maintain the DPS growth at 6% if they so chose.

    And of course if both EPS and DPS growth is the same %age then the payout ratio will remain constant.

    Thanks for your comments.

    Kind regards, Robert
    Oct 20 05:40 AM | Likes Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part III [View article]
    Hi Scott,
    Thanks for the comment.
    Kind regards, Robert
    Oct 19 07:22 AM | Likes Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part III [View article]
    Hi popster76,
    Thanks for the comment. Good to hear from someone who has enjoyed the JNJ growth over the past 40 years.
    Kind regards, Robert
    Oct 19 07:20 AM | Likes Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part III [View article]
    Hi Buyandhold 2012
    Past history certainly confirms that as a sound Alpha strategy.
    Kind regards, Robert
    Oct 19 07:18 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part III [View article]
    Hi divestor,
    Buying the dips is certainly a good option with JNJ.
    Kind regards, Robert
    Oct 19 07:16 AM | Likes Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part III [View article]
    Hi CapeCapMgmt
    Thanks for the kind comment. And yes, it is a great and enduring enterprise.
    Kind regards, Robert
    Oct 19 07:15 AM | Likes Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part II [View article]
    Hi Hardog,
    Thanks for the kind comments. Hope to have Part III out next week.
    Kind regards, Robert
    Oct 16 08:28 AM | Likes Like |Link to Comment
  • Recent Developments Reaffirm Bright Prospects For Sunshine Heart's C-Pulse [View article]
    Hi 122marko,

    I think Dr Milano is possibly a caring and compassionate Doctor and is absolutely mortified at the amount of harm caused by LVADs to some patients.

    The main focus of his editorial is on comparing C-Pulse absence of strokes, bleeding etcetera to LVADs woeful record.

    Obviously the matter of strokes, bleeding, etcetera with LVADs is greatly concerning him.

    I wonder if he is conflicted by knowing while LVADs benefit some patients there is an awful cost inflicted on other patients. No Doctor wants to be in that position.
    Kind regards, Robert
    Oct 12 08:53 PM | 2 Likes Like |Link to Comment
  • Recent Developments Reaffirm Bright Prospects For Sunshine Heart's C-Pulse [View article]
    Great summary rootbeer.
    Kind regards, Robert
    Oct 11 10:11 PM | Likes Like |Link to Comment
  • Sunshine Heart C-Pulse: A Paradigm Shift In Heart Failure Therapy [View article]
    Hi 1beaver

    I think you will find that Celladon is not presently recruiting because they recruited their targeted number by last April. For them that is a good result.

    It is a blinded trial so they have to wait for 12 months or a specified number of "events" (170?), whichever occurs later, before the trial is unblinded and they can compare Mydicar results to the placebo results.

    Trust this is helpful,

    Kind regards, Robert
    Oct 9 06:07 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part II [View article]
    Hi dccoins
    Pleased to hear you are now able to access the images.
    Regards, Robert
    Oct 8 09:59 PM | Likes Like |Link to Comment
  • Recent Developments Reaffirm Bright Prospects For Sunshine Heart's C-Pulse [View article]
    Quotes from Bear Crusher -

    "bright blinking red lights in the mind"

    and

    "FUDdy! I feel FUDdy! Oh, so FUDdy!!"

    I am not surprised Bear Crusher feels FUDdy, whatever that means, with all those bright red blinking lights in his mind. Poor fellow.
    Oct 6 12:00 AM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Growth-Growth-Growth; Win-Win-Win - Part I [View article]
    Hi dccoins

    Daniel Hochman from Seeking Alpha advises -

    "When looking at the article- the tables look like regular images to me. No reason they shouldn't show on mobile"

    Sorry I cannot find a solution for you.
    Perhaps you might contact Daniel danielh@seekingalpha.com direct as to why you might be experiencing this difficulty.

    If any other reader has a similar issue please let me know so I can determine if it is in fact a wider problem that needs fixing.

    Kind regards, Robert
    Oct 5 06:45 PM | Likes Like |Link to Comment
  • Recent Developments Reaffirm Bright Prospects For Sunshine Heart's C-Pulse [View article]
    Hmmmmm..... did Medtronic mention Kim Oleson leaving?


    Hmmmmm..... did Boston Scientific mention Brian Brown leaving?

    Hmmmmm..... did anyone mention Bear Crushed
    Oct 5 06:36 PM | 2 Likes Like |Link to Comment
  • Recent Developments Reaffirm Bright Prospects For Sunshine Heart's C-Pulse [View article]
    Bear Crusher
    Firstly, you stated that the 265 events had not been disclosed anywhere else in press releases or presentations by Sunshine Heart. And you made a big thing of that.
    Once again you have been proven to be making FALSE statements.
    Now about, "The trial needs to show a 30 percent reduction in negative events."
    In fact, he journalist’s words per above in the article you quote were not presented as a quote attributed to any of the four people, Dave Rosa, Thomas Gunderson, Joshua Jennings or Dr Abraham, who are variously quoted throughout the article. The article was not reporting an interview with Dave Rosa.
    So saying that is what Dave Rosa “said” is clearly another FALSEHOOD from you.
    What I will say, based on the feasibility study results, is the patients implanted with C-Pulse should certainly have more than 30% fewer “events” in the Pivotal trial than the optimal medical therapy (OMT) arm of the trial.
    The original HeartMate LVAD gained FDA approval on the basis of only 17% fewer events than OMT (75% dead with HeartMate after 2 years versus 90% dead after 2 years for OMT).

    HeartMate had the stroke and other risks common to LVADs, so I expect it would have had a higher threshold for FDA approval than will apply to C-Pulse.

    Robert
    Oct 5 01:21 AM | 3 Likes Like |Link to Comment
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