Seeking Alpha


Send Message
View as an RSS Feed
View glssmrbl's Comments BY TICKER:
Latest  |  Highest rated
  • DOJ Causes Temporary Turbulence For American Airlines [View article]
    Based on your analysis Apple isn't too far down on the list.
    Jul 2, 2015. 03:43 AM | 3 Likes Like |Link to Comment
  • Delta Air Lines - More Than Just An Airline [View article]
    Interesting article. However, the appeal will be limited by the $800M '13 revenue vs $37B '13 revenue.

    The margins mean very little as their high margin rev is 2.1% of total rev.

    If those businesses grow to represent >10% of Delta's annual revenue then there is a story. However, nothing drastic (negative or positive) can affect their bottom line.
    Jul 1, 2015. 05:49 AM | 2 Likes Like |Link to Comment
  • An IRA Update For The Addition Of Union Pacific [View article]
    39% AT&T?! Wow now that's diversification!
    Jun 24, 2015. 02:27 PM | 1 Like Like |Link to Comment
  • Morgan Stanley picks 4 winners and 2 losers in airline sector [View news story]
    that's alot of talk for a company that couldn't avoid a bankruptcy a few years ago.
    Jun 24, 2015. 05:53 AM | 1 Like Like |Link to Comment
  • Should You Underweight Southwest Airlines? [View article]
    The buy analysis was not explained as you can see in the separate line in my comment to buy.

    However, my buy comes from the fact that LUV has a strong track record of maintaining profitability during hard economic times. They also are leading the major airlines in paying a dividend as they have been doing it before the consolidation and new regulations.

    Thus my buy statement has more to do with LUV's staying power more so than some financial metric or technical analysis.
    Jun 22, 2015. 02:06 PM | Likes Like |Link to Comment
  • Should You Underweight Southwest Airlines? [View article]
    jet fuel is just now starting to reflect in earnings. where is the skew in that analysis? 10-15% of their costs may have been removed from jet fuel so there is a way to compare which still gets a PEG far below 1.

    How much money do you think the airlines are saving in costs? 70%?
    Jun 22, 2015. 02:03 PM | 1 Like Like |Link to Comment
  • China rejects Gilead's hepatitis C patent [View news story]
    You speak as though everyone has a right to be cured.

    That decision is reserved for the drug owner not the recipient.
    Jun 22, 2015. 01:50 PM | 1 Like Like |Link to Comment
  • China rejects Gilead's hepatitis C patent [View news story]
    If that's true it would be better to avoid China and cure the rest of the world!

    Everyone deserves adequate compensation for making the world a better place
    Jun 22, 2015. 01:47 PM | 1 Like Like |Link to Comment
  • China rejects Gilead's hepatitis C patent [View news story]
    congrats! I heard about the company on the news at that time but didn't know much about them.
    Jun 22, 2015. 01:46 PM | 1 Like Like |Link to Comment
  • China rejects Gilead's hepatitis C patent [View news story]
    Check my comment response to Greg.

    Sovaldi is the manufactured pill of sofosbuvir.

    The ingredients are essentially the same with the exception of changing the physical state of the drug. I don't believe Gilead released any public info to the changes since it is simply changing how the drug is received.

    However, it is common for a drug to exist in multiple forms such as the lab version that is typically used for testing and the manufactured version for consumers with added convenience of a pill or quicker absorption.

    The compound of importance is a nucleotide analog which as you may know nucleotides are molecules used to make our DNA and RNA. The analog is simply observing this process and making a similar (analog) compound in structure and therefore reactivity to compete for access to the sample biological process. IF successful, the nucleotide analog can share and therefore reduce the access of the original nucleotide to process and prevent negative end results such as synthesis of hep c infected cells.
    Jun 22, 2015. 01:40 PM | 1 Like Like |Link to Comment
  • China rejects Gilead's hepatitis C patent [View news story]

    Drugs are made from synthesizing molecules that can give the effect of what we think the "drug" is generating.

    Molecules by themselves cannot enter the patient and simply target the areas of interest so biochemists and other scientists work on modifying the compound by changing it's chemical state, adding other ingredients to offset negative effects, and also decrease the level of discomfort from taking the drug.

    By simply changing one of these additive ingredients, lets say from liquid form to pill form, or increasing the bodies ability to absorb the compound more quickly, or other non-significant changes to its chemical structure. Companies simply assign a new name to identify the changes made. So chemically speaking most generic drugs have the SAME chemical make-up in regards to the active ingredient responsible for the curative effect such as Hep C.

    What the consumer sees is a pill with a name which is simply advertising. This gets consumers to pay more money for an alternative drug with the EXACT same curative molecule or compound.
    Jun 22, 2015. 01:25 PM | Likes Like |Link to Comment
  • Should You Underweight Southwest Airlines? [View article]
    I think the biggest flaw in your analysis is trying to find value in airline stocks.

    The market already prices a discount in the sector. Picking the bigger and riskier airlines adds an additional value discount that gives those low forward P/Es in AAL, UAL and DAL.

    "In this case, you will simply get what you pay for." Notice in your chart that LUV forward P/E fell faster than any of the other airlines which one can conclude is the cheapest based on the relative discount since Dec '14.

    LUV should be bought at $30, simply put.
    Jun 21, 2015. 07:13 AM | 2 Likes Like |Link to Comment
  • Wendy's And The Plan For Growth [View article]
    good article b/c of it's unique look at the QSR business.
    Jun 16, 2015. 06:05 AM | 1 Like Like |Link to Comment
  • United Rentals: An Undervalued Company In The S&P 500 [View article]
    The company is expensive simply b/c of the industry it is in. A similar business in terms of sector that reminds me alot of the same issues mentioned here is Fluor (FLR). This company also is tied to construction and oil with a decent growth rate and a poor P/E multiple.

    Simply put, unless you are willing to be a true contrarian and lose alot of money along the way until the long-term arrives your money is better off elsewhere.

    I considered this stock a few months back too but they operate in a capital intensive business which does not provide alot of safety when a credit crisis comes around.

    Today's investors are valuing any business with debt in a negative way unless growth is >60% per year. URI may rake in profits for the company but does nothing for shareholders.
    Jun 16, 2015. 05:57 AM | 3 Likes Like |Link to Comment
  • Gilead Goes Ex-Div: Now Let's Look At Its Sustainable Growth Rate [View article]
    True, that's where the team effort comes in.

    My point is:

    1. Government spending at an all-time high

    2. Corporate profits are also at an all-time high

    Both are astronomical
    Jun 16, 2015. 02:04 AM | Likes Like |Link to Comment