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Robert Hunter

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  • Gilead Sciences Should Report $4B In Sovaldi Sales In Q2'14 [View article]
    Great Article. Thanks. I'm just curious where you obtained your next five year growth rates for GILD? The growth estimates that you are using for GILD are much lower than what is reported by Yahoo Finance (28.20%) or Nasdaq (30.80%), where you are using 9-12%. That is a fairly big difference that I would like to understand. Thanks.
    Jul 22 06:39 PM | 1 Like Like |Link to Comment
  • Why You Should Short Goldman Sachs [View article]
    Yes, I totally agreee. Also, keep in mind the current stock buy back that they just announced with the last earnings report. They now have authorization to repurchase up to almost 20% of the outstanding shares. I would not want to be short at this time.
    Apr 30 08:32 AM | Likes Like |Link to Comment
  • Long-Term Investing Using Historical Low Price-To-Book Valuations: Part 2 [View article]
    Here's some answers to your questions:

    (1) I currently just look through the S&P500 stock guide that is published each year. I look for stocks where the book value has increased each of the 10 last years (or as close to that as possible). I then check older guides for that same company to see if it had similar results in previous decades.

    (2) I have a spreadsheet where I look at the average price to book valuations, and I then find the standard deviation of this value over many years to determine the the upper and low value trend lines.

    (3) I have older copies of the S&P500 stock guides that are published yearly which give me 25 years of historical data.

    Hope that helps!
    Jan 22 01:54 PM | Likes Like |Link to Comment
  • Long-Term Investing Using Historical Low Price-To-Book Valuations [View article]
    Yes, I believe it is around 1.5 times book. I like your covered call strategy, especially now with the potential floor in the stock near the +20% of book value level.
    Dec 28 10:04 AM | Likes Like |Link to Comment
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