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catbird

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  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    DoctoRx,

    GILD holders have been living the dream with the breakout revenues, earnings and higher guidance. The announcement halted the bearish rout and started today's reversal rally not only of the biotech sector, but across the board.

    Success of biotech leading the market has made it a scapegoat, when it should be praised for improving the quality of life for so many, and for very high cure rates by H & S for HCV, as though the success is undeserved.

    Skeptics say they'll wait for another blockbuster before they can believe GILD's performance is sustainable. Pounding the table for M&A has a noxious odor to it when they promote another biotech company they probably have in their portfolio in their self-interest.

    IMO Gilead's liver expertise is a big plus in its NASH R&D so that should give it the right approach in developing a significant new drug combination moneymaker.

    As always, would appreciate your comments on these points here or in another article.
    May 1, 2015. 11:59 PM | 1 Like Like |Link to Comment
  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    That "difficult period" when ESRX wrongly excluded GILD's H & S, despite their greater efficacy, should be behind us now.

    Robin Washington stuck to her script in the presentation, and was well prepared to field Q & A that were out of bounds. She did her homework and did much better than in a recent meeting with Analysts which was like batting practice and training for this CC. Great job as was Norbert's.

    It's time to reach out with compassion to comfort Gilead Bears who shorted the stock and have to cover. Margin calls? Let's give them a hug and a squeeze.

    BTW, there was no mention of our northern neighbor, Canada, when we know that many provinces approved H & S as the preferred HCV treatment.
    Like to hear more about that. Could be significant.
    May 1, 2015. 03:11 PM | 3 Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Faced with that dilemma when AAPL started rising, narrowing the gap between the price of AAPL when the call was sold and the strike price, I determined that I would replace the stock then even before the expiration date. Then when the stock was called away I still had the same number of shares as before, kept the premium received when the call was sold, and also won $$ for the differential between the higher strike price and the price when the call was sold.

    Haven't been tempted to sell calls again now that I'm a believer in Tim Cook, genius chosen by Steve Jobs and worthy successor.
    Apr 28, 2015. 04:34 PM | 1 Like Like |Link to Comment
  • My Biggest Question For Qualcomm's Management [View article]
    We know what a LOSS is. Really a stretch to defend imprecise language calling a slowdown in GROWTH to the low end of guidance a loss.

    Shouldn't we get a retraction and apology if you expect us to "follow you"?
    Apr 28, 2015. 03:44 PM | Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Complaining about an 11% dividend raise? Really? Some investors are never satisfied, picky picky picky.

    Most AAPL holders bought because of the high performance and growth. Long term holders weren't getting dividends that started only two years ago. Some of them complain that they want only increased buybacks so the stock float available to short sellers will shrink more.

    So what's right, higher dividends or increased buybacks? King Solomon would probably say Tim Cook is right because fortunately there's enough for both, and more than enough for innovation to further improve existing products, and to develop and bring to market new stuff we never dreamed we would need and must have.
    Apr 28, 2015. 01:12 PM | 11 Likes Like |Link to Comment
  • Celgene buys collaboration partner Quanticel Pharma for up to $485M [View news story]
    Another reason to own CELG. Good fit to coordinate and improve research on the pipeline.
    Apr 27, 2015. 09:07 AM | 2 Likes Like |Link to Comment
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    When he said "R & R on the Apple Car" did he mean "rest and recreation on the back seat of the Apple Car"?
    Apr 26, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    AAPL 3 year dividend chart shows increases in the May 2013 & 2014 quarters, so another increase is expected, and this article is more encouraging than I anticipated.

    Thinking of AAPL shorts digging into their dwindling reserves (they'll have to cough up the dividend), and with a higher increase no doubt we'll see some more short covering. Love a short squeeze. Makes me want to hug those shorts until they capitulate.
    Apr 26, 2015. 11:44 AM | 11 Likes Like |Link to Comment
  • My Biggest Question For Qualcomm's Management [View article]
    Q still is innovating & collaborating. Not being left behind. Long Q, adding to position.
    Apr 26, 2015. 11:01 AM | Likes Like |Link to Comment
  • A Tale Of 2 Banks: Pondering Wells Fargo And Bank Of America [View article]
    Round after round went to WFC on your scorecard. Slow and steady price and dividend increases with buybacks should tip the scale to Wells, especially because BAC is so weak it can't even get regulatory approvals.

    Let's face it, BAC is a speculative longshot. I'd rather go to a racetrack for a quick thrill and excitement. Of course I'll stick to the $2 window, lick my wounds, and get back to reality with $6 a trade at the discount broker. Merrill Lynch? No competition when there are discount brokers galore catering to us control freak investors who can go to Seeking Alpha for info.
    Apr 23, 2015. 11:36 PM | 3 Likes Like |Link to Comment
  • 5 Reasons To Consider Gilead [View article]
    Apple and Gilead have much in common.

    Apple now is #1 in the business world, with exceptional growth in revenues, profit margins and cash flow. Gilead is #1 now in the pharma-biotech sector, piling up cash too, the same way.

    Apple hasn't frittered away its cash, ignoring pleas to make a big acquisition like Tesla or Netflix, e.g. Innovation, mainly internal, to create and fine tune new products that people never thought of or would need, and then when marketed everyone must have.

    Cash is King! When an opportunity arises, that cash can close a deal on favorable terms. When there was a financial crisis recently Warren Buffett had fistfuls of cash to save Bank of America. Buffett today has a handsome profit on that position, and on many others because of that management style.

    It's said that Vertex makes a perfect fit because GILD has the combination technology for VRTX's new pills, and GILD has $$ for R & D so they both benefit in a merger. Well, they both can benefit by collaboration, and Gilead can retain its cash until the right moment comes along.
    Apr 21, 2015. 03:45 PM | 3 Likes Like |Link to Comment
  • Gilead's CEO John Martin: Worth The Money? [View article]
    Love these philosophic discussions and verbal swordplay.

    Looking ahead to May 1st, the day after Gilead's announcement of earnings, guidance, and perhaps details of the dividend to be commenced in this second quarter. Will they beat, meet, or miss expectations? Will the nit-pickers find some softness? Or will they confirm what we see in the weekly reports of H&S TRX & NRX scripts, that pricing strategy alliances with PBMs have been successful?

    Until then we only can dream of shorts covering!
    Apr 18, 2015. 09:36 AM | Likes Like |Link to Comment
  • Goldman serves up 19 best stocks to short [View news story]
    Just looked up "masochist" in the dictionary before I commented on its use here for shorting CELG. Yep, anyone shorting Celgene must be a masochist.

    Chartists or technicians ignoring fundamentals like pipelines and alliances in the biotech sector are looking for trouble. Could be painful. Mostly bullish learned research commentary on Seeking Alpha's CELG blog. I'm not a doctor, but doing more reading would be good for your mental health!
    Apr 15, 2015. 11:09 AM | Likes Like |Link to Comment
  • Time To Ride The Rails With Union Pacific [View article]
    When the UNP price broke in late March I thought it was overdone and sold some deep leap puts with an average strike price of $80. Safe premium money.

    Then I paid under $108 for the stock. So I'm a UNP buy & hold newbie.

    Your crisp article was crisp and encouraging. Made me think you could be my long lost twin! Just kidding.
    Apr 11, 2015. 11:18 AM | 2 Likes Like |Link to Comment
  • Gilead's CEO John Martin: Worth The Money? [View article]
    "Only one Canadian province has included Sovaldi on its formulary..." is outdated and wrong. Quoting material from a proposal as though it is valid is not proper journalist research. March 24th articles announced that multiple provinces have approved both Harvoni and Solvadi for public reimbursement as cures for HCV.

    Single payers such as Canadian provinces appreciate the benefits of H & S, unlike some PMBs in our country who have been warehousing patients at the risk of increasing exposure to liver cancers without treatment. It's unfortunate that those PBMs prefer to spend money lobbying and exaggerating the price, repeated by the contributor, without adjustment to the reality of discounting based on volume.
    Apr 6, 2015. 11:21 PM | 1 Like Like |Link to Comment
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