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Sir Duke

Sir Duke
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  • Gilead Sciences: Approaching 52-Week Highs And Going Higher [View article]
    Zorro knows what she is talking about, even after the run up to 120 GILD has lots of upside left based on outstanding fundamentals. PEG .5 and 3.5m in rev per employee, amazing margins, follow the money and watch the fundamentals and you win. Of course the individual psychology of the investor will determine how they trade and handle a volatile investment. So it is not as easy as it seems.. good luck to everyone.
    Jun 20, 2015. 12:27 PM | Likes Like |Link to Comment
  • Gilead Sciences: The Best Still Lies Ahead [View article]
    I have owned GILD since last summer. The company just posted great Q1 results but the share price hasn't done much.

    Patience is the virtue here. Give it a few years and I think 100pps will look cheap.
    May 7, 2015. 10:33 PM | 1 Like Like |Link to Comment
  • Generating $100 A Month From Kinder Morgan [View article]
    Good point Pengradon, I made a lot of money buying in aggressive amounts during that short-raid. Dividends didn't hurt either.

    +/-12% is par for the course in any given year, stock pries fluctuate but that's the nature of the game
    May 7, 2015. 10:26 PM | 2 Likes Like |Link to Comment
  • Philip Morris: A Dividend Cut Is Possible [View article]
    Mike: KMI is my largest income-producer as well and PM is soon to be #2. I have a spreadsheet that I update each month with the amount of shares and the dividends received.
    Apr 8, 2015. 04:01 PM | Likes Like |Link to Comment
  • Philip Morris: A Dividend Cut Is Possible [View article]
    Pickles?! I'm puzzled, if you have a long investment horizon 10+ years you won't even remember this bump in the road. Sell now and miss out on the power of compounding at a higher yield.

    I'm selling ATM puts on PM, a good way to make 2% a month until I get assigned, at 52-week lows. I like MO too but I think the valuation is stretched, PM is a better deal here. The management is committed to the dividend. Don't get scared out of a good investment. Traders may not want to hold this but that is a different mindset.
    Apr 8, 2015. 03:46 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Finding The Sweet Spot [View article]
    Alpha how long do you plan to hold? Loaded up on KMR a year ago in March as well. Sitting on an outsized position in the taxable account and collecting divs
    Apr 2, 2015. 10:36 PM | 1 Like Like |Link to Comment
  • Amgen Has Been A Great Investment But It Might Be Time To Move On [View article]
    I have a bigger stake in GILD but also own AMGN. These are winning horses. Just hope I'm not late to the party.
    Feb 18, 2015. 11:17 PM | 2 Likes Like |Link to Comment
  • Altria's Future Growth Will Mean Investors Are Rewarded [View article]
    MO yields 3.9% and P/E over 20. It is expensive from a historical standpoint.
    Feb 14, 2015. 11:58 PM | Likes Like |Link to Comment
  • Gilead Has Been Rocked After Earnings, But I'm Looking To Buy! [View article]
    Timmies, I also think PPS is likely to see $140 by next fall. A good shot at 40% in a year? I'll take that any year. Current volatility is noise.

    Value plays take patience. I think a lot of people have an itchy trigger finger and it can be a drag on returns. Doing something feels good but doing nothing is hard.

    Loaded up, staying informed and waiting this one out.
    Nov 17, 2014. 10:49 PM | 1 Like Like |Link to Comment
  • Gilead Sciences - What Convinced Me To Become Bullish [View article]
    Exactly, this is not a concern as insiders might sell their shares for any number of reasons. These sales have been taking place on a monthly basis for the last two years. During that same timeframe the stock is up over 80%.
    Nov 10, 2014. 01:25 PM | Likes Like |Link to Comment
  • Gilead Sciences - What Convinced Me To Become Bullish [View article]
    Zorro, I like your comparison to AAPL.

    GILD presents a rare opportunity, a cure for a major disease with no current competition, trading at a PEG < .5. Sounds too good to be true.

    I cannot explain the low price multiples for this stock. I have found nothing to discredit a bullish thesis. Either markets are more inefficient than I thought was the case or we are missing something.
    Nov 7, 2014. 06:53 PM | 1 Like Like |Link to Comment
  • Gilead: Stay The Course [View article]
    Week 3 Harvoni TRx is up 79% week-over-week and PPS is basically where it was a month ago. Volatility has allowed me to add additional shares at 103, 96, and 105, entry points which are going to look CHEAP 12-18 months out. GILD is a growth stock trading as a value play. Management is the best in the field. The competition looks weak, currently GILD is a cash machine.

    It seems arrogant to call the market 'wrong' but that is exactly what I'm doing by putting 40% of my portfolio in GILD.

    Fundamentally one of the best risk/ rewards out there. I don't know to what extent this stock is undervalued, I've seen price targets from $125 -$350+ it just all depends on the numbers going forward. With the strong early sales the risk is now less than it was 12 months ago.. By the time the market sees this for what it is and price action feels good the big returns will already have been made. Now it is just a matter of patience and letting this one play out.
    Nov 7, 2014. 02:35 PM | 2 Likes Like |Link to Comment
  • Is AbbVie's Bullishness On Its Hepatitis C Drugs Valid? [View article]
    BMD, I just looked up the Regulus HCV drug and they are still in Phase I development. Indeed the probability is much lower as you pointed out.

    Regulus has a long way to go with HCV.
    Nov 7, 2014. 01:13 PM | Likes Like |Link to Comment
  • We've Become Very Interested In Kinder Morgan [View article]
    Exactly Chancer, it sounds like these investors failed to conceive an alternative scenario playing out. Good luck suing R. Kinder!
    Nov 6, 2014. 02:35 PM | 2 Likes Like |Link to Comment
  • Is AbbVie's Bullishness On Its Hepatitis C Drugs Valid? [View article]
    CSYJ, thank you for sharing.

    "100% (171/171) SVR4 regardless of age, treatment history or the presence or absence of cirrhosis."

    Those are incredible results.
    Nov 6, 2014. 02:17 PM | 1 Like Like |Link to Comment