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BTNelson33

BTNelson33
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  • Update: Apple Q4 '14 Earnings [View article]
    This article is a bit premature. Apple trades to a well established script. It runs up into product introductions, sells off the day of product intro, usually trades down for the remainder of 3Q (share buybacks mitigated this move) and runs up into the holiday season. This product cycle has been no different. The best is yet to come once options positions are unwound!

    Long Apple into the holidays.
    Oct 21, 2014. 08:08 AM | 1 Like Like |Link to Comment
  • With Harvoni Approved, Here's What's Next For Gilead Sciences [View article]
    This has much to do with forced liquidations tied to hedge funds, ETF's and money managers. This occurred back in April when GILD fell to $65. This created an awesome buying opportunity. I'm waiting for selling to conclude and then go long GILD. I'm projecting a range of 15,500-14,000 Dow and SPY 180-160. Wait until the VIX comes down. I've been raising cash with the idea of buying GILD and Celgene!

    Good luck.
    Oct 16, 2014. 07:02 AM | Likes Like |Link to Comment
  • Updating My Price Target On Gilead Sciences [View article]
    What is your take on Abbvie and it's HCV products? Will Abbvie management put price pressure on GILD? I'm bullish on GILD. Looking to add to my current position on market weakness.
    Oct 13, 2014. 10:43 AM | Likes Like |Link to Comment
  • Gilead: Catalysts In Place For A Big October [View article]
    Bret,

    Where does GILD stand on UK and EU approval of combo HCV approval?
    Oct 6, 2014. 12:07 PM | Likes Like |Link to Comment
  • Update: European Positive Opinion About Gilead's Harvoni Supports Our Bull Case [View article]
    The greatest advancement Harvoni offers is the elimination for the use of Peg Interferon. This is a major advantage for HCV patients. Gilead management will also use this combo drug to go after less severely ill HCV patients. This equals more patients and for socialized medicine a greater price/return on investment benefit.

    Long GILD
    Sep 30, 2014. 08:13 AM | Likes Like |Link to Comment
  • Gilead: Still 50% Upside Left In The Stock [View article]
    Bret - Another excellent article on GILD. I've been making serious profit from call options 2-3 months out and keep rolling them forward. I have a few peers who work for GILD. All the doubters about GILD Management's ability to manage Sovaldi - why? They already have demonstrated a proven track record in maintaining a leadership position in the HIV market. The same scenario is playing out in HCV. Approval of the combo product will target HCV positive patients earlier in the disease process. GILD Management has clever pricing developed to make it attractive for insurance companies and governments to sign on.

    I'm looking forward to your next LONG call.
    Sep 18, 2014. 06:24 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    Michael - you've been wrong so many times. Throw another one on the pile. The watch will be a hit.
    Sep 10, 2014. 08:08 AM | 3 Likes Like |Link to Comment
  • 3 Reasons The Apple Launch Disappointed [View article]
    Anything short of bringing Steve Jobs back from the dead isn't going to be good enough. Let's see how sales/margins do in the 4Q? I shielded my position with protective puts. My toughest decision will be - how far will Apple pull back? I placed my Put position when Apple was +3.25 yesterday.
    Sep 10, 2014. 08:06 AM | 1 Like Like |Link to Comment
  • Apple iPhone 6: iPhone 5 Déjà Vu Or New Highs? [View article]
    I have accumulated a rather large position in Apple since it's rebound from $395 pre-split. It's difficult to project how Apple stock will perform - however, the company is being managed differently from a shareholder's perspective. I've purchased the October 95 Puts as insurance against my position. If the stock rockets higher - I'll gladly give up the $1.80 per contract. I find this a better option than writing covered calls. If Apple drops to $80 - I can stick my position to someone at $95 and consider my next move. We'll find out soon!
    Sep 8, 2014. 03:33 PM | 2 Likes Like |Link to Comment
  • Time To Take Linn Energy Out Of The Penalty Box? [View article]
    Based on the excellent execution of Linn's new strategy, when do you see an increase in dividend/distribution? 2015?
    Aug 27, 2014. 09:15 AM | Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    Yeti786,

    Many of your government related questions are being factored into the share price of Gilead. Every quarter that passes is a major positive for Gilead to payoff their purchase price for Pharmassets. What is the likelihood Congress gets anything done? This is all pre election posturing. Congress will wait for competition to get approved. Much easier and more effective to let the market take care of pricing. Sovaldi will triple earnings for Gilead and they have a CLL drug 8/6 and combo Hep C drug to be approved by FDA in October.

    Great stock to trade because I'm sure there will be spikes and pullbacks!

    Good luck!
    Jul 23, 2014. 08:55 AM | Likes Like |Link to Comment
  • Apple: A Record Quarter That Slightly Disappointed [View article]
    Flyerguy 1300: The real test for TC is the design, production, marketing and launch of a new product. We'll find out this fall. However, the iPhone 6 will be a big time revenue and profit generator for Apple. How many iPhone users are over the age of 40? A larger screen will move many iPhone 4 & 4S owners to pony up for a larger screen size.

    And TC has another $40B to protect shareholders on the downside with share buy back. This stock is going higher!
    Jul 23, 2014. 07:46 AM | Likes Like |Link to Comment
  • Gilead: 50% Upside From Here [View article]
    Non sustainable Sovaldi sales results.
    Jul 21, 2014. 09:30 AM | Likes Like |Link to Comment
  • Why Investors Should Sell AbbVie And Buy Gilead Sciences [View article]
    Great comments in support of Abbvie. One additional thought. Biosimilar development and approval is not a lay up at the FDA. There is only on Biosimilar approved by FDA so far - Enoxaparin. Novartis has an overall Biosimilar strategy with Momenta Pharmaceuticals. Check out a 3 year chart of MNTA. Abbvie could easily sell Humira long after 2016.

    Both stocks Abbvie and GILD have compelling reasons to buy as core holdings in a portfolio.
    Jun 25, 2014. 06:57 AM | 2 Likes Like |Link to Comment
  • Here's The Evidence For What Stock Splits Really Signal [View article]
    During the 80's and 90's when the stock market soared to new heights, it was common for stocks to split 2-1 or 3-1. It's only been recently we've witnessed stocks in the 300,400,500's. Apple splitting it's stock is fundamentally sound. How many Apple gadget users would love to own Apple stock and increase customer loyalty? They can at $90+ per share - not $645. How do you even own Samsung? Any loyalty there? TC is getting it now.
    Jun 10, 2014. 09:09 AM | 1 Like Like |Link to Comment
COMMENTS STATS
116 Comments
197 Likes