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catbird

catbird
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  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Everyone snickered when Carl Icahn called attention to how cheap Apple's stock was and how value could be enhanced by much larger buybacks possible by issuing debt, etc. Tim Cook didn't ignore his suggestions. He found a way to accomplish what has been a joyride for long term holders.

    A 7 for 1 stock split made APPL affordable to round lot investors. Huge buybacks, successful launch of the I-Watch, sustained results of IPhone 6 & Plus and more have driven the stock price to new highs.

    So Richard, much like CI, you've been pounding the table that APPL still is very cheap by many yardsticks. Is it too early to predict that by early next year when 2014 results are in, we'll have seen that the stock had risen high enough that TC had split it 2 for 1 and attracted new stockholders who had been so happy with Apple's products that they could purchase more affordable round lots as Xmas gifts.

    That's my prediction. I could be more outrageous than you because I don't have any followers:))
    Jun 3, 2015. 10:25 AM | Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    Richard, like your style, and responses to derisive comments are on target!

    As an APPLer, who came into Apple late after listening to the wife gloating after all the splits, etc., because she bought APPL at the original IPO.

    I became an Apple believer despite all the skeptic "one trick pony" proved wrong.

    I'm a patient octogenarian. Still, hanging out on blogs with all you young pups keeps me young. Keep smiling.
    Jun 1, 2015. 06:27 PM | 4 Likes Like |Link to Comment
  • Merger Activity Is A Bullish Indicator - Cramer's Mad Money (5/28/15) [View article]
    Have to love Cramer's program starting with an explanation of stock market action that day, and his astute analysis of probable causes (world events, what Janet Yellen, or Carl Icahn, Elon Musk, et alia said), or interest rates here or in Europe, Japan...

    Then soft lobs to CEOs being interviewed with no journalistic followup to the responses of his guests. He's the perfect host, praising the CEO and the company afterwards and in following days.

    For all his faults, he's the one who brought Gilead, Celgene, Regeneron, and the IBB ETF to my attention, so I thank him for convincing me to invest in them. Hope you're reading this, Jim, because we really do LUV you!!!
    May 30, 2015. 08:09 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences Is Still Undervalued [View article]
    We've seen Gilead's TV commercial with the theme "now I'm going to do something about my HCV". Waiting for a new testimonial TV ad showing someone cured by S or H with prominent graphics NOT AN ACTOR, ONE OF MORE THAN (insert #) CURED BY H...Shouldn't you see.....
    May 29, 2015. 09:54 AM | Likes Like |Link to Comment
  • Why Can't Gilead Run? [View article]
    Closing at 111, it's nice to look back through the rear window at 90ish-110 pricing. Onward & Upward Momentum.
    May 18, 2015. 05:56 PM | Likes Like |Link to Comment
  • Why Can't Gilead Run? [View article]
    Should be a class action, bringing in many other HCV victims being warehoused by insurance companies until they get near death, or die, denied treatment by a proven cure. It's all about the $$$$$.
    May 18, 2015. 05:47 PM | 5 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Cooperman's hedge fund announced holdings,new,adds,cuts... Guess what. Apple and Gilead were liquidated. And he's supposed to be so smart. Even the great ones make mistakes.
    May 16, 2015. 11:26 AM | 3 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Let's give some comfort to all those GILD shorts who may be getting margin calls as Gilead keeps rising and gets more recognition and accumulation. Then they have to buy in to cover. How about a hug and a squeeeeeze!
    May 16, 2015. 10:57 AM | 2 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Gross Exaggeration belittling Gilead in its R&D perfecting the cure pill, conducting the necessary phases I,II,III and proving the benefits and advantages over existing treatments for approvals.
    Then it came up with the STR (single tablet regimen) combinations with other new drugs that work together for greater impact and efficacy, without serious side effects as in other competing products.
    R&D continues testing more drug combinations, seeking shortening the treatment period to attain full cure, thus lessening the overall cost.
    Negotiations with payers give greater rebates with higher volume, enabling more of the patient population to be treated and cured, a Win,Win,Win for Gilead, the PBM, and the patient.
    May 15, 2015. 03:47 PM | 5 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    VA gets huge discounts for Harvoni, so Gilead shouldn't be a scapegoat. Washington pols should not be withholding funding for new cures just introduced like H & S, so that new cures can be found in oncology and cardio, etc.

    When are they going to stop impeding success by the private sector, and do their duty to support cures for the patient population.
    May 15, 2015. 11:15 AM | 4 Likes Like |Link to Comment
  • United Technologies: Not All Dividend Yields Are Created Equal [View article]
    Recent UTX investment based on fundamentals. Love Otis elevators & escalators for their sector dominance. Dividend raises are a plus, but didn't notice the pattern. Thanks for bringing that out, MH.
    May 14, 2015. 09:27 PM | Likes Like |Link to Comment
  • DuPont's victory over Trian is not good news, Citi says [View news story]
    She's certainly not anti-semitic.
    May 14, 2015. 01:56 PM | Likes Like |Link to Comment
  • Sovaldi's price in Japan higher than expected [View news story]
    Thanks to your reply, scurried to Google. "Astrologist or Astrologer?". Wikipedia showed longtime distinction as an astrologist being an Astrology hobbyist, while an Astrologist was an occupation or professional in Astrology. Recent usage has them used interchangeably. Further search in various dictionaries found that "astrologist" is not displayed at all.
    So the overall winner is ASTROLOGER. I should send you a virtual Merlin's hat, but don't know how to do it.
    Moving on to "Chartist or Charter?", historical websites refer to the Chartist Movement in Parliament's Merrie Olde England. It was a workers rally for (fill in blanks). No use for Charter, but maybe it was the Magna Charter (sic). Anyway, neither Chartist nor Charter in Google is used in the stock market sense. Chartist is a stock market term, so that's what probably misled me to the IST version of astrolog. Check it out with your parents.
    May 14, 2015. 01:36 PM | Likes Like |Link to Comment
  • Sovaldi's price in Japan higher than expected [View news story]
    Harvoni launch in Japan? Too soon to guesstimate for data submission, consideration, and approval. That might be expedited with results of Sovaldi in the patient population.
    May 14, 2015. 12:07 PM | Likes Like |Link to Comment
  • Why Can't Gilead Run? [View article]
    Pharma Doc, your well presented reasons why Gilead hasn't made a big run are persuasive, but I prefer DoctoRX's analysis. Skeptics have not been convinced that GILD has enough stamina, but that doesn't mean they are right. When they wake up to continuing massive cash flow and the use of the power of the purse for R&D, M&A, and what is likely to draw in even more institutional and value investors, Dividends.

    Today Gilead is running again. Happy Day! Feel like bursting into song. Lucky for you, not hearing my voice..............GLTA
    May 14, 2015. 11:42 AM | Likes Like |Link to Comment
COMMENTS STATS
104 Comments
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