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yaga

yaga
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AVP, BP, CHK, CL, CMCSA, CNQ, COP, DEI, DIS, DNDN, HPQ, IBM, KO, MO, MPC, MRK, NLY, NRP, PAA, PBA, PFE, PM, PWE, SD, T, TOT, VZ, XOM
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  • Philip Morris Continues To Burn Hot [View article]
    As soon as there is a meaningful exchange of goods between the US and China, and that will be coming in the next 12-15 months, PM will not have to use China as a middleman. They will sell directly to the Chinese. Yes fake Chinese cigarettes may be a problem as Hong Kong is the counterfeit capital of the world with Shanghai not far behind.The fake Marlboros do not taste the same, and if they are using the tobacco with PM's addititive ( you must believe in formula differences in tobacco products, if not you probably believe in the tooth fairy) PM will figure out a way to profit. The managment of PM like MO is probably the best in the world. Best Marketing and selling the best additive product. Great investment. After all ,we all want to buy a stock to make money, or are you buying only green stocks.?
    Forget PE, forget projected earnings, these are meaningless. Do not listen to any advisor who is under 60 as they are really green. Just buy PM and sleep soundly....Yaga. Did Billy Rose have an MBA when he made his killing . Who is Billy Rose.? Well, if you havn't studied your economic history you would not know. Why don't you google him.....My dad was his best friend. Peter Lynch used to say, study the product , ask what is selling, than , make the decision to buy. This is not necessary with PM>
    Feb 27 05:48 PM | Likes Like |Link to Comment
  • Dendreon Gains Will Be Short-Lived [View article]
    I thought people are reading seeking alpha for reasons other than ethics, pharmacology,end of life philosophies, and government policies towards medicare and medicaid. I thought that this is a financial blog and opinions were based on good ole Wall Street talk. Reading all these responses to provenge and DNDN are like going to an ethical culture meeting, or listening to NPR or Fox News. Lets get back to Bloomberg.
    Feb 26 07:02 PM | 1 Like Like |Link to Comment
  • Provenge Is Probably More Effective Than We Think [View article]
    I have been long in DNDN for a few years. Sold 20% at 49 and rode the rest down to 6-7. Now, I see it breaking through to 17.50 for a short term trade. This is a trading stock and must be watched. Unless you are a urologist why bother with the fundamentals. Trade the chart. Provenge is much too expensive, and Medicare will cut the price of the drug by at least 65% if the new congress deems it necessary.
    Of course either frozen or not provenge may have non approved FDA uses later on but I still maintain, trade the H... out of this company. It was meant to be traded in this range. I am long with 20% of my position, which is still quite considerable. Good hunting all you docs out there. Its a good thing that the amateur Dr Gold is no longer CEO. He could have messed up the entire game. He is no point guard.
    Feb 26 06:43 PM | Likes Like |Link to Comment
  • Provenge Is Probably More Effective Than We Think [View article]
    That is what I want to know.
    Feb 26 06:33 PM | Likes Like |Link to Comment
  • Philip Morris Continues To Burn Hot [View article]
    my comment speaks for itself. If you feel it unworthy ,go to a paid salesmen for your information. All my research is done and completely financed by me. Enough said. Don't buy PM and weep.
    Feb 26 03:16 PM | 2 Likes Like |Link to Comment
  • Philip Morris Continues To Burn Hot [View article]
    I am long in PM and MO. Having a 7 figure investment in the old Phillip Morris before any spin offs ie Kraft, and PM. Of course the current climate for tobacco has altered drastically, your returns will still be handsomely rewarded. Patience and prudence and have a drink on me providing its Miller's.(MO ownes 33% of SAS the parent company of the Brewery.
    Feb 26 03:11 PM | 1 Like Like |Link to Comment
  • Philip Morris Continues To Burn Hot [View article]
    China alone is enough to sustain the growth in PM sales. Instressful economic times smoking and alcohol consumption increase.The margins for PM and MO are still excellent and although not the cash cow of yore is good enough to sustain future dividend increases as well as increasing their earnings over the next five years. I see with my metrics PM in the low to mid 90's by 2013 and an increase in dividend as well. smokeless tobacco gaining popularity in China . My Chinese business connections tell me that Marlboro's are still the cigarette of choice there.PM naturally has better growth because of brand recognition in China than any other competitor. For a great defensive play, great ROI and a sound sleep at night buy to hold for the next few years , PM and include MO for the increased dividend.
    Feb 26 03:06 PM | 2 Likes Like |Link to Comment
  • "We should wish for IBM's stock to languish throughout the (next) 5 years," writes Warren Buffett (BRK.A), explaining in one sentence a key to his market success. While most take comfort seeing stock prices advance, net buyers (either direct purchases or through ownership of firms buying back stock) benefit when prices swoon. Would a commuter rejoice after the price of gas increases just because his tank is full? (2011 annual shareholder letter)  [View news story]
    titanos, my clip did not pertain because Seeking alpha asked me to tell something about myself which I did. In the future my opinions will only pertain to the article at hand. Good fishing , Buy IBM, PVX, and MO
    You won't be sorry.
    Feb 26 11:24 AM | Likes Like |Link to Comment
  • "We should wish for IBM's stock to languish throughout the (next) 5 years," writes Warren Buffett (BRK.A), explaining in one sentence a key to his market success. While most take comfort seeing stock prices advance, net buyers (either direct purchases or through ownership of firms buying back stock) benefit when prices swoon. Would a commuter rejoice after the price of gas increases just because his tank is full? (2011 annual shareholder letter)  [View news story]
    "Oh ye of little faith" all any reader has to know about me is that after inheriting a great deal of money at age 15, I have been actively buying, holding, trading, long and short and have a net worth which exceeds many mid cap companies. Read my comments if you want to , I offer no advise, as each individual has different goals and circumstances.
    Only if you invest, do not listen to any advise assuming you are a well educated individual. ( I have three advanced degrees) read all the financial news daily as well as all sides of the political spectrum. You must not let your ideology interfere with your financial decision, and have bit of luck.......
    Feb 25 09:44 AM | Likes Like |Link to Comment
  • Oil Is Surging But Here's Why You Should Avoid Exxon [View article]
    I have been trading energy stocks for over 50 years and while I don't have a crystal ball, I can tell you that your sleep will be sounder with XOM in your portfolio. Of course MRO is great as is HES but I would bet my money on Canadian Oil and Gas for the near as well as long term. Canada has a stable economy great markets an abundance of reserves and no exposure to the Mid East troubles, not to say a natural market in the good old US of A when the new pipe lines are built, and they most certainly will be. Buy some PVX. You will like it.
    Feb 24 06:01 PM | 1 Like Like |Link to Comment
COMMENTS STATS
130 Comments
72 Likes