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  • Gilead: No Reason To Panic Here [View article]
    Why must every Bret Jensen article be followed by a rant by Peter Davies? If you don't benefit from Bret's articles, then stop clicking on them and commenting. That's precisely why I don't click on Michael Blair articles (whom I suspect is taking all the paid click profits and investing it in AAPL). Some of us find Bret's perspective to be worthwhile and helpful in our research. Other times the commentary and fact-based comments may also be helpful, but the constant petty attacks are unnecessary and only reflect poorly upon you.
    Feb 13, 2015. 10:44 PM | 2 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Is there any risk that ABBV undercuts GILD's pricing through large rebates? I can't see them getting much marketshare with their current pricing.
    Dec 21, 2014. 07:10 PM | 3 Likes Like |Link to Comment
  • The Collapse In Oil Prices Rocks The Markets [View article]
    Bret- love your work and look forward to your articles. I am in complete ageement with you on AAPL and GILD. Have you started buying any energy names or do you think there is still too much risk? I started buying some COP, RDS, HAL, and EOG but this was before I realized just how bad this collapse was going to be. What would need to happen for you to be a buyer? Thanks in advance for the input.
    Dec 13, 2014. 03:31 PM | 1 Like Like |Link to Comment
  • Halliburton: Short-Term Pain, Long-Term Gain [View article]
    Luckily my horizon is 30+ years so I will just sit and wait. I still have about a 40% cash position I am waiting to deploy but haven't been able to pull the trigger on a lot of names when we see nothing but new highs just about every month. Out of curiosity, when would you recommend topping off my position in HAL?
    Dec 1, 2014. 08:51 PM | 2 Likes Like |Link to Comment
  • Halliburton: Short-Term Pain, Long-Term Gain [View article]
    I have been wanting to own HAL for a while and finally started a position at 53, thinking it was a nice pullback. Then BHI merger so i doubled my position at 47. Now I am feeling some pain and trying to figure out where to top off my position (with another double) since my timing has been pretty poor. Thanks for the in depth and well thought out article to help me with that.
    Dec 1, 2014. 08:04 PM | 3 Likes Like |Link to Comment
  • Energy names sharply lower as oil dives below $70 [View news story]
    Nov 28, 2014. 08:05 AM | 3 Likes Like |Link to Comment
  • Freeport deal could ward off Glencore for Rio Tinto, analysts speculate [View news story]
    I hope this happens...and hope is never a good thing in investing.
    Oct 10, 2014. 07:05 PM | 1 Like Like |Link to Comment
  • Whole Foods Market Is Undervalued [View article]
    I'm long WFM but it is not a consumer defensive stock and its shareholder base is not made up of people looking for a consumer defensive stock. Which comparison stocks did you look at and what were their growth rates?
    Jul 1, 2014. 07:30 AM | Likes Like |Link to Comment
  • Philip Morris Below $80: Time For A Rebound? [View article]
    I sold some June 77.50 puts for $3.00. If it doesn't hit I get $300 and if it does I get PM at >5% yield
    Jan 30, 2014. 11:17 AM | 1 Like Like |Link to Comment
  • Why I Would Sell Apple If It Rehires Ron Johnson [View article]
    I'm hoping Ron comes back. Truth is that they haven't been able to find anyone to replace him. He has great ideas, but he's used to selling a product that draws people into the stores. At JCP the product doesn't draw people, the sales do. Apple could certainly use him now.
    Apr 15, 2013. 12:15 PM | 1 Like Like |Link to Comment
  • Apple's Board Is All Grown Up [View article]
    I realize that a split essentially does nothing for a stock, but in Apple's case I think it would. With a market cap as big as Apple, they need new buyers of their stock and while retail investors don't spend a lot individually, it adds up. AAPL is not expensive but it is also not affordable. I can't tell you how many people I know who say that they don't buy AAPL because they could only buy 3-10 shares. I know they don't understand stock pricing but in the end it just reduces the number of people who could purchase AAPL. Also the high stock price attracts too many headlines and puts a target on Apple's back. I would rather not have huge headlines every time AAPL hits another big round number.
    Feb 8, 2013. 07:26 AM | 1 Like Like |Link to Comment
  • Apple's Board Is All Grown Up [View article]
    The most important takeaway from this release is that there was a release at all. I have been an AAPL stockholder since 2007 and read everything related the Apple and AAPL. If someone had told me earlier today that respond to Einhorn I would have thought they were crazy. Apple never responds to anything regarding the stock so this makes me think something big is on the horizon. Personally I would be in favor of dividend increase (not one time), increased buyback, and a 10-1 stock split.
    Feb 7, 2013. 09:23 PM | 5 Likes Like |Link to Comment
  • The Mysterious Case of Apple's Missing Growth [View article]

    I've heard other people talk about how Apple needs to do something to differentiate the iphone. Every time I hear this I can't help but wonder what more people want in a phone aside from possibly a larger screen. It's already a phone, a music player, a computer, etc. I think changing shapes is fairly dumb as everyone wants a rectangular screen that takes up as much of the cover as possible. So what is it that you want in a phone that isn't there already? Personally I can say haptic technology could be a huge differentiator if they could pull that off. NFC might be nice or fingerprint security, but those are software changes. So it seems to me only software will be a differentiator moving forward. I am curious as to what would be a WOW factor for you. I ask this not as a rhetorical question, but as a real question as I never seem to be able to get an answer from anyone I ask.
    Jan 25, 2013. 12:44 PM | 2 Likes Like |Link to Comment
  • Apple Blossoms In The Spring [View article]
    Maybe Apple should just buy amazon. Earnings will be unchanged since Amazon doesn't really make money and maybe the PE ratio was settle somewhere in between their current PE's.
    Jan 21, 2013. 01:16 PM | 1 Like Like |Link to Comment
  • General Electric: A Sleeping Giant Poised To Double [View article]
    I agree. Very disappointing that they put it towards a buyback instead. After cutting the dividend a few years ago, nothing should be more important than getting that dividend back.
    Dec 12, 2012. 12:42 PM | 3 Likes Like |Link to Comment