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catbird

catbird
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  • Qualcomm: Not Cheap, Not Expensive, Just Leave It Alone [View article]
    Just checked long term charts. QCOM started quarterly dividends @$.025 in March 2003. Steady increases since then. Currently paying $.35, raised in June from $.25, not bad for us long term investors.
    QCOM is the leader in its field, innovative technology. Stick with a winner. Research developed patents with revenues from chips and royalties from smartphones and tablets.
    Oct 13, 2013. 01:23 PM | 8 Likes Like |Link to Comment
  • Apple's (AAPL +3.4%) sell-side fans are beginning to insist the company needs a bigger iPhone. Barclays' Ben Reitzes sees the market for smartphones with 5"+ displays growing to 230M units in 2015 from 27M in 2012, and thinks a large iPhone could boost ASPs by ~5% and 2014 EPS by $7. Sterne Agee's Shaw Wu offers a similar take. "We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors." Wu adds he's seeing evidence of a strategy change in supplier checks. (Blodget) (Wozniak[View news story]
    Shorts are such whiners.

    Hey Shorts, if you think you can do it better, start your own company in your garage like Steve Jobs did.
    Feb 5, 2013. 01:45 PM | 6 Likes Like |Link to Comment
  • Boeing's Stealth Taxpayer Subsidy [View article]
    JA's profile shows he is an occasional investor and a frequent daily long & short stock trader. Usually we see Disclosure at the end of a SA article as to the author's current or intended investment in the subject company. Not here though.

    Conclusion: If it looks, talks, and smells like a short, it must be a short.
    Jun 3, 2014. 10:16 AM | 4 Likes Like |Link to Comment
  • What Lessons Has Express Scripts Taught Us? The Future For The Pharmaceutical Industry [View article]
    GILD management has developed Harvoni, an improvement of Sovaldi by being a combination one pill a day without side effects. Not resting on its laurels as the HCV leader, it is spending big research $$$ for further improvement to find the right combination to shorten the treatment cure time.

    This benefits the patient population in achieving quicker cures. It can bring the cure price down, enabling insurers to fund treatment to more patients. After all, isn't curing what health care should be about. And shouldn't GILD be praised for making this a better world, healing and improving the quality of life for so many?

    From a business standpoint improvements extend the patent life of an FDA approved drug so GILD can continue to be a leader further into the future.

    Sure I'm a GILD stockholder. It's a no-brainer. Superior management wins out every time. AAPL and GILD are my two biggest positions. Not too long ago shorts were taking potshots at AAPL, only to regret it.
    Jan 24, 2015. 01:08 AM | 3 Likes Like |Link to Comment
  • Gilead inks deal with Anthem for Harvoni [View news story]
    OMG. Just googled "ribavirin side effects". Long list. Not good.

    And how about those smiling actors in ABBV HCV commercials. If they were real multipak patients they wouldn't be smiling, they'd be puking.
    Jan 9, 2015. 10:31 AM | 3 Likes Like |Link to Comment
  • RBC: Gilead could launch $10B+ accelerated buyback [View news story]
    After the initial jolt, price falling with shakeout of weak holders, we're seeing steady upside recovery. The stats on GILD,CELG,REGN,IBB as biotech leaders are compelling.

    They fit my criteria for investing in quality, looking for uniqueness to be best in breed. Little has changed. GILD still has the bulk of its HCV market. The multipak requirements could be more of a burden than a benefit as the literature in the medical community shows. GILD's superior management will prevail. They are the true caregivers, being the successful HIV pill provider, and now developing an improved Sovaldi in a combination one a day oral pill,Harvoni. for curing HCV without interactions or side effects.

    Soon when Harvoni patients complete their cure cycles we'll be reading and hearing testimonials praising "H" for the quality of life process while it saved their lives.
    Dec 26, 2014. 10:55 AM | 3 Likes Like |Link to Comment
  • Vodafone Is A Buy Considering Its 5.30% Yield [View article]
    No mention of India's recent pro- business election which should change the unreasonable burdensome position of regulators. VOD is a leading telecom in India's enormous marketplace. That's the future!
    Jun 3, 2014. 09:26 PM | 3 Likes Like |Link to Comment
  • Verizon: The Short-Term Impact Of The Verizon Wireless Acquisition [View article]
    VZ must regard the future of VZW very highly in deciding to open its purse to close the deal & have 100% of wireless. Many VOD holders would have similar sentiments. Mulling strategy my plan is to hold both. Full control of VZW enables VZ to focus innovation and compete effectively here in the USA.

    As for VOD, they didn't waste time in putting $$$ to work in acquisitions and expansion.

    Both should be winners. Stick with them and enjoy the ride up!
    Jan 14, 2014. 02:24 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences: Clear The Dockets And Settle With Merck Already [View article]
    Disclosure says the author is long GILD & MRK. His profile describes himself as an occasional investor. Loose language shows he lacks patent law qualifications.

    Long GILD & MRK. That raises questions of bias, putting a scare into GILD stockholders. Makes me wonder how SA let this article be published.
    Oct 21, 2014. 08:52 PM | 2 Likes Like |Link to Comment
  • Plans for a covered-call Gold ETN are unveiled by Credit Suisse just days after the bank sold its European ETF business to iShares. The fund will hold GLD and try to boost returns - and provide downside protection - by selling "out of the money" calls against it. The launch could come as soon as this month. [View news story]
    I've been selling out of the money GLD covered calls as market prices rise, and selling deep out of the money puts as prices fall. Happily, so far so good.
    Jan 17, 2013. 12:52 PM | 2 Likes Like |Link to Comment
  • Roughly 70% of those surveyed by Institutional Investor expect higher stocks in the wake of a Romney victory, with half of those predicting a substantial rally. With an Obama victory, about three quarters expect anything from no move to a big sell-off. SPY +66% since 1/20/2009. [View news story]
    If you have been one of the "closed door Romney donors", you'll do very well should Romney win.

    Investors in the stock market are up in the Obama years, just as they were under Clinton. Nate Silver's 538 website today projects 299 electoral votes for Obama. O is winning Ohio. Besides, he gets high marks in a crisis like Sandy. He performs presidentially. NJ Governor Christie will attest to that.
    Oct 31, 2012. 12:48 PM | 2 Likes Like |Link to Comment
  • What Lessons Has Express Scripts Taught Us? The Future For The Pharmaceutical Industry [View article]
    Gilead's John Martin had been nominated as 2013 CEO of the year by Morningstar, and now is #1, 2014's CEO of the year.

    Martin had been director of antiviral chemistry at Bristol-Myers Squibb until 1996 when he joined Gilead replacing its founder.

    http://bit.ly/1yONzIr

    He's been the right man for the job. Read the reasons why.
    Jan 24, 2015. 07:16 PM | 1 Like Like |Link to Comment
  • Gilead Long-Term Prognosis Is Promising [View article]
    Terrible idea. GILD has been insulted and rightly is continuing its basic strategy, having the better science. Time will tell. Faults of the multipak will surface into negative statistics.

    Sooner or later ESRX will realize bullying hasn't worked and more reasonable negotiations towards a Harvoni/Sovaldi deal can greatly improve and benefit its image with the HCV patient population.
    Dec 31, 2014. 10:50 AM | 1 Like Like |Link to Comment
  • Cummins +2.6% as Argus lifts stock price target to $170 [View news story]
    Recent years CMI stockholders have been blessed with dividend increases every September. Let's hope for a repeat. Sweet!
    Jul 4, 2014. 10:24 AM | 1 Like Like |Link to Comment
  • Apple: The Case Against A Dividend Increase [View article]
    Apple's business plan, Innovation to create products that change the world, continues to amaze. Apple more than any other company is a symbol of success.

    New products aren't released until kink-free. R & D get first priority. Fortunately management skills breed cash flow available for dividends, even for increases, and set a floor for value investors based on yield.

    Market timing well executing buybacks when stock pricing is pressured decreases the stock float and offsets attacks by short sellers scaring weak investors.

    If you believe in investing in sector leaders, Apple should be at the top of your list.
    Apr 18, 2014. 07:53 PM | 1 Like Like |Link to Comment
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