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  • The Making Of A Value Investor: The 2015 Edition [View article]
    Alfred Hitchcock used a "McGuffin" in his movies. That was the thing everyone was chasing. Looking for a jewel in your investment portfolio, think whether the company has something unique to make it attractive.

    Is it a leader in an industry, and is it in an industry with growth that you want to be in? AAPL has pricing power with the IPhone. GILD with Harvoni/Sovaldi. DIS has the new Star Wars movie and marketing products being released in a few weeks. WFC is the banking leader. All cash cows.

    Conclusion: Look for the McGuffin.
    Nov 26, 2015. 06:22 PM | 2 Likes Like |Link to Comment
  • Gilead submits NDA for single-tablet approach to hepatitis C [View news story]
    GILD's R&D improves its leadership position, first in HIV and now in HCV. Not satisfied with existing cure drugs, it creates an upward slope that will be difficult for competitors to match or overpass, very high cure rates with new formulation, while making it unnecessary for costly variation testing because they all have hcr without AE in a single regimen.
    Oct 28, 2015. 08:07 PM | Likes Like |Link to Comment
  • Cummins higher after beating expectations [View news story]
    Did you cover your shorts yet? Don't want to be squeezed.
    Jul 28, 2015. 08:27 AM | 2 Likes Like |Link to Comment
  • Wells Fargo Needs To Cut Employee Costs [View article]
    Your analysis that employee expense is excessive and the labor force and branches should be reduced is the strategy of AOB (all other banks).

    WFC is unlike AOB because its basic strategy is to reach out to the customer base to build relationships and widen usage resulting in increased revenues.

    As examples, retail customers with checking and savings deposits could expand banking activity with a home mortgage, insurance, investments, and wealth management. Commercial account depositors are highly likely to apply for business loans and also be a source for new accounts of employees.

    Top leadership produces top investment returns. That's why WFC deserves a premium over the finance sector automatons. WFC is thinking about the big picture. The future!
    Jul 19, 2015. 09:09 AM | 2 Likes Like |Link to Comment
  • New Dividend, Good News, Good EPS Growth, Good Pipeline Mean Upside For Gilead [View article]
    As of 7/10/15 IBB'S largest position is Gilead (8.24%), scaling down with Biogen, Amgen, Celgene, and Regeneron at 7.08% leading the pack. The next five are in the low 4% to low 3%. For a horse race handicapper, long shot high multiple PE field horses follow making IBB a good investment candidate because it has the short odds favorite, Gilead, rival contenders, and the buyout targets with shotgun effect.

    Forgive me for reliving the horse track recreational days of my youth. Still, we sometimes can benefit by limiting possible losses and finding a horse quick out of the gate with stamina to win at the finish line, like Gilead.
    Jul 12, 2015. 11:22 AM | Likes Like |Link to Comment
  • Wells Fargo, Raymond James, LPL to pay restitution over mutual fund charges [View news story]
    As the Lone Ranger would say, "The WFC people were good citizens." having reported the error by self-policing and restitution.
    Jul 6, 2015. 12:49 PM | 1 Like Like |Link to Comment
  • Increased Profit Margins Helped Celgene Increase Return On Equity [View article]
    Like this approach. Neat analysis. Thank You.
    Jul 6, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Gilead Sciences Has The Power To Push Higher [View article]
    By July 28th, a day after scheduled Q2 earnings call, we should know whether GILD is beating estimates, and by enough as expected. TRX & NRX scripts still at very high sustained level. We'll be looking for positive forward guidance remarks.
    Jun 26, 2015. 11:08 AM | 4 Likes Like |Link to Comment
  • Gilead: Still My Next Apple [View article]
    I share your restrained enthusiasm for Gilead's prospects. Can't help thinking more institutions have been window dressing, to show GILD among their holdings as we approach the end of the quarter. Especially those that want a dividend like the one Gilead is paying June 29th.

    Have to love buybacks, putting cash to work after R & D pipeline outlay, because it is a better use of the money internally than the questionable benefit of M & A to acquire asset resources at inflated PEs, mostly of small market orphan drugs. Obviously, Gilead is looking for another home run with a mass market need.
    Jun 25, 2015. 01:38 PM | 1 Like Like |Link to Comment
  • Profit From The Biotech Craze: Long Gilead Sciences And Short Taro [View article]
    Alex, Love the article and comparisons. Gilead wins by a knockout, being a cash cow enabling substantial buybacks and the start of regular dividends, the first at $.43 only days away, June 29th. Besides, the total and new scripts are sustained at high levels, thanks to management skills in a very competitive marketplace.
    Jun 24, 2015. 07:38 PM | 2 Likes Like |Link to Comment
  • Dow Chemical weedkiller may cause cancer, WHO agency says [View news story]
    DOW weedkiller used for 70 years in wheat, corn and soybean fields is potentially carcinogenic to humans. Not everyone can afford to eat only organic.

    Like Caesar's wife, a company I invest in must be pure, above suspicion.
    Jun 24, 2015. 07:07 PM | Likes Like |Link to Comment
  • Dow Chemical weedkiller may cause cancer, WHO agency says [View news story]
    Guess my weedkiller sale yesterday at $53.59 was fortuitous. Now trading at $53.03 in this Greek crisis down market. Prefer to be lucky than good looking, and with this exit sale I got my wish.

    Good luck to all sticking with DOW. Adios Amigos.
    Jun 24, 2015. 02:52 PM | Likes Like |Link to Comment
  • Dow Chemical weedkiller may cause cancer, WHO agency says [View news story]
    Agent Orange not only killed the Viet Cong and civilian families, it also caused harm, pain, and death to our returning soldiers.

    There are other leading companies for investments I've chosen that make important contributions to society (Gilead & other biotechs, Apple, Wells Fargo, etc.). I already added to position in WFC. Who needs a guilt trip?
    Jun 24, 2015. 01:00 AM | 2 Likes Like |Link to Comment
  • Dow Chemical weedkiller may cause cancer, WHO agency says [View news story]
    Shades of Agent Orange. Saw this article and pulled the trigger, selling the position. Loved the dividend and management, or so I thought as I was enjoying the stock's upswing performance.

    Out of DOW now. Can't continue to believe in the company. Is it another big lie about one of its products causing cancer?
    Jun 23, 2015. 04:00 PM | 1 Like Like |Link to Comment
  • Gilead Goes Ex-Div: Now Let's Look At Its Sustainable Growth Rate [View article]
    Too early. CI must be quietly acquiring more stock. When position is established, Gilead will get "guidance" from him. Meantime, a sweet dividend is happening, going ex-divd today.
    Jun 12, 2015. 09:19 AM | 2 Likes Like |Link to Comment