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Rainbow Investments

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  • Geron EPS in-line, beats on revenue [View news story]
    I will hold on to my big cap biotech stocks and I will even buy more if they go down significantly - I strongly believe the fundamentals going forward.
    On the other hand, I would feel uncomfortable opening any speculative position right now.
    I can't say that I am very experienced, but I think we might have a 2011 kind of summer with a significant pullback.
    The question is - where will the money go?
    US sovereign bonds? International quality high yielding stocks? Commodities? Cash?
    May 6, 2015. 06:18 AM | Likes Like |Link to Comment
  • Geron EPS in-line, beats on revenue [View news story]
    Thanks, jimmyb - I do appreciate a good discussion!
    May 5, 2015. 06:54 PM | Likes Like |Link to Comment
  • Geron EPS in-line, beats on revenue [View news story]
    AW, gob,

    I appreciate your comments, they are very useful.

    This is the one reason why I keep my ideas/assumptions explicit and share my views. I know that someone will call me out on my "delusions", if I try to tweak them to deliver the results that I want.

    As I said before, I don't own any of these stocks right now.

    To be honest, I must say I am worried about biotech in general right now... I already have a total 35%+ exposure with GILD, CELG, CEMP, REGN and AMGN.

    Best of luck,
    RI
    May 5, 2015. 05:40 PM | 1 Like Like |Link to Comment
  • Geron EPS in-line, beats on revenue [View news story]
    Anonymous Wizard,

    What you say makes a lot of sense. And I do hope you're right.
    But those cancer applications are years away and GERN will need strong management and lots of cash.
    On the other hand, a lot of people believe that INCY's pipeline looks promising now and, because of this perception, I think they might be acquired soon - GILD would be a good fit, for example, as brilliantly pointed out some time ago by an author here on SA - sorry but I can't find the article now. They do have the cash!
    Valuation is a concern, I totally agree. That's why I do not own the stock right now.
    Sure, GERN can win the race later and their science is probably better than INCY's... But in between we will have dozens of other players. I think that one needs to be a true believer to buy and hold any cancer play. I am a LT investor, but I always look at these as highly speculative.

    Thanks,
    RI
    May 4, 2015. 01:15 PM | 1 Like Like |Link to Comment
  • Geron EPS in-line, beats on revenue [View news story]
    I've been following INCY and GERN for some time now.

    IMHO, INCY is a takeover target with a good pipeline and GERN is still a very risky one trick pony with a history of poor management decisions.
    Don't get me wrong, I want Imetestat to work for the sake of all the people that need it and that alone might be an excellent reason to invest in the stock if you can handle the risks.

    I like INCY a lot as a speculative play. I feel comfortable with their financials. Also, it is one of the top holdings of the Baker Bros fund, with Julian Baker being a member of the BoD at INCY - these were the guys that hit the jackpot with PCYC...

    Just my 2 cents. I do no own any of these right now.
    May 4, 2015. 09:08 AM | 2 Likes Like |Link to Comment
  • Honeywell Appears To Have A Lot To Offer [View article]
    Good work here, Stephen. I like HON a lot too.
    Thanks for this analysis.
    Feb 4, 2015. 08:10 AM | Likes Like |Link to Comment
  • Honeywell: Good Results, But I'd Rather Go With General Electric [View article]
    If we are going to talk about growth, we should discuss HON's turbo business. HON is the world's largest turbocharger producer for all vehicle segments - huge growth prospects for this market in the next 5 years.

    GE makes big business from oil field services and selling energy units to oil producing countries – it can be hurt by low oil prices. On the other hand HON makes huge business with aerospace and defense companies.

    I understand the comparison between the two, but, honestly speaking, HON is quite different here.

    I have no positions in the stocks mentioned, but I can buy HON on a pullback.
    Jan 28, 2015. 11:02 AM | 1 Like Like |Link to Comment
  • Apple's iPhone 6 Market Impacts [View article]
    'Be smart, be first or cheat! And it's a lot easier to be first.' Apple might be better hardware and software, but it is not innovating in the true sense of the word– it’s just a stylish version of the devices that we already have. Those days might be over as their ability to take risks is totally different now. Sure, they will sell a lot of phones and maybe some watches to rich kids and tech addicts, but these are definitely not game changers, IMO.
    Regarding ApplePay, let's see... It's totally dependent on their ability to keep buyers on the ecosystem.

    I dont have any position on APPL shares.
    Sep 10, 2014. 04:21 AM | 1 Like Like |Link to Comment
  • Correction 2014: Are You Prepared? [View article]
    I don't believe we're heading into a major correction just yet. But I don't like the markets during the summer. I tend to add to my TLT position and collect the dividend. If the market goes down, TLT will go up. Not perfect, but I sleep well.
    I am a long-term investor, so I don't like to sell any of my stock holdings - only if the fundamentals really change.

    Have a nice weekend guys.
    Jun 7, 2014. 06:46 AM | Likes Like |Link to Comment
  • Amgen Pays A Higher Dividend Yield After Shares Went On Sale [View article]
    I respect your comment. But don’t you think that everybody should consider that IF something like that happens, the mostly likely outcome would be for these companies to go off and do something else with their money?
    Long GILD.
    May 5, 2014. 08:56 AM | Likes Like |Link to Comment
  • The Illusion Of Control [View article]
    Thank you very much. Great article.
    May 4, 2014. 06:08 AM | Likes Like |Link to Comment
  • Why I Bought Unilever This Morning [View article]
    Hi Income. I hold the Frankfurt listed HEN3 (Xetra).
    HEN3.DE - Yahoo Finance

    Regards
    Apr 29, 2014. 12:27 PM | Likes Like |Link to Comment
  • Why I Bought Unilever This Morning [View article]
    Hi SkipK, thanks for sharing.
    I hold Henkel shares mostly because I like its management and because I believe that it is poised to grow much faster than PG or UL. For income, I think you’re completely right.
    Reckitt Benckiser Group is also a good alternative to Henkel… But, currently, senior management turnover rate is high and they’re facing a patent cliff in the Healthcare division.
    Apr 27, 2014. 02:37 PM | Likes Like |Link to Comment
  • Bargain Stocks In Europe's Strongest Economy [View article]
    Good article.

    German stocks do have compelling valuations at this time. I am long Siemens (SIE.DE), Fresenius (FME.DE) and Henkel (HEN3.DE). I will be adding to my Siemens position soon.

    I’d say that VW is better positioned for organic growth than Daimler due to it's portfolio of brands.

    Spanish stocks are a lot more “hot-tempered” but worth looking at.
    Santander (SAN.MC) is a great core holding. Inditex (ITX.MC), although not that cheap right now, will make a good long term holding because of its excellent business model and significant exposure to the growing online retail market.
    I’ve been waiting for a good entry point in both of these...

    Thanks.
    Mar 25, 2014. 04:15 AM | 1 Like Like |Link to Comment
  • Why I Bought Unilever This Morning [View article]
    Hi Income. You’re welcome.
    I do agree that Unilever is cheaper right now. In fact I’m adding to my position.
    I will also continue to buy Henkel for the long-term.
    I spend a lot of time in a couple EM countries and I do feel that their presence is growing fast.
    Thanks!
    Mar 19, 2014. 11:45 AM | Likes Like |Link to Comment
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