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catbird

catbird
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  • 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
  • Gilead Sciences' (GILD) Management Presents at Goldman Sachs Healthcare Conference (Transcript) [View article]
    Gilead stock price continues to rise with heavier than usual volume. Bullish indicator, against most of the market trading lower because of (fill in blank), probable rise in interest rates, or not raising interest rate, or Greece (it's all Greek to me), or currency fluctuations with dollar stronger, or other FOREX, the drought, tornadoes, heavy rains with flash flooding, ISIS, or tomorrow's unexpected horror story.

    GILD seems unaffected by these adverse events. It focuses on its basic business, improving the methodology of the science to innovate further. How can a good drug be made even better? They did it in HIV by introducing TAF reducing renal and bone deficiency, and in a STR Harvoni improved Sovaldi. Can't wait until the next wonder drug. Strong leadership will find a way.
    Jun 9, 2015. 09:49 PM | 7 Likes Like |Link to Comment
  • Gilead Sciences Is Still Undervalued [View article]
    Have you thought about selling some puts at lower strike prices to either win premium $, or on a price drop, pick up a few more shares for an eventual bigger payday on the bounce back?
    Jun 8, 2015. 09:17 AM | Likes Like |Link to Comment
  • Wells Fargo Could Reach $60 - But It Won't Be Due To Interest Rate Rises [View article]
    Management leading strategy skills and performance deserve a price premium. Sticking with and adding to WFC. Loved the article.
    Jun 7, 2015. 08:28 AM | 4 Likes Like |Link to Comment
  • Wells Fargo Could Reach $60 - But It Won't Be Due To Interest Rate Rises [View article]
    WFC's premium based on superior management strategy skills and performance is deserved. Sticking with and adding to WFC. Loved the article.
    Jun 7, 2015. 08:24 AM | 12 Likes Like |Link to Comment
  • Financials on the move as rate hike draws nearer [View news story]
    Looks, sounds, and smells like a short, so it must be a short. As WFC and financials climb, time to cover and cut losses. Don't get squeezed.
    Jun 6, 2015. 02:06 PM | Likes Like |Link to Comment
  • Expanding Further On Gilead Sciences [View article]
    Terrible casting. The greedy lifeguard should be the PBMs who arbitrarily deny approvals for cure treatments, while they pocket insurance premiums so their execs pull down excessive salaries, bonuses, golden parachutes and other perks.
    Jun 6, 2015. 12:58 PM | 3 Likes Like |Link to Comment
  • Apple: May Has Come And Gone And No $140; Where We Stand [View article]
    P.T. Barnum said "There's a sucker born every minute." He comes in looking for the EGRESS and when he finds it he can EXIT. :-)
    Jun 3, 2015. 04:39 PM | Likes Like |Link to Comment
COMMENTS STATS
104 Comments
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