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TFCAB

TFCAB
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  • Obama does not sound receptive to quick action on Keystone pipeline [View news story]
    Obama cant get out of his own way
    Nov 14, 2014. 11:05 AM | 6 Likes Like |Link to Comment
  • Gilead Sciences - What Convinced Me To Become Bullish [View article]
    Author, Thanks for waking up;
    Gilead will enjoy a dominant market share for years to come because of superior treatment regime and first mover advantage. Doctors, like the rest of us, are creatures of habit. Their success w/ Sovaldi and soon Harvoni, will breed further success. A cure is a cure. Its that simple. How many doctors are going to change their script writing habits in 2 years when the "next best thing" comes out that is marginally cheaper? Not many. Take a look at Viagra. First to market and still enjoying a dominant market share years after "competitive" drugs arrived on the scene. Dont forget, their are very few incentives in our healthcare system to save money. i expect Gilead to dominate the HCV space as they have in the HIV space. Sure there are risks, but IMO w/ GILD the risks are far fewer than w/ others competing in the HCV space. LONG
    Nov 10, 2014. 07:44 AM | 2 Likes Like |Link to Comment
  • Home Depot says 53M email addresses part of data breach [View news story]
    thanks for letting everyone know 6 mo later
    Nov 6, 2014. 10:05 PM | 1 Like Like |Link to Comment
  • Investors not buying Kors beat as holiday guidance is sluggish [View news story]
    IMO KORS needs to hold 70 this week in order to have a chance. A weekly close under 70 opens the door to much lower prices. No position but looking to short under 70
    Nov 4, 2014. 09:00 AM | Likes Like |Link to Comment
  • Why Japan Needed More Stimulus [View article]
    $NIKK and YEN Factoids to consider
    YEN hit 7 year low; $NIKK hit 7 yr high...no coincidence
    $NIKK closed above 18 year down trend line...seems significant
    40 year avg of $USD / JPY = 155 w/ high of 306 in 1975 and low of 75 in oct 2011. We are just now coming off the lows( relatively speaking)

    Despite recent USD/ JPY "spike" to 112, it remains historically low.
    $USD is gaining strength as it too just broke a long-standing downtrend line.
    IMO we are in the relatively early innings of a new cycle.
    Bullish USD / Bearish YEN and Euro / Bearish Gold /
    I agree with Logical thought above.....YEN marches toward 200
    I am short YEN, Euro, $GLD and $GDX

    Lastly, Gold just lost key support on daily, weekly, and monthly charts. While there will always be bottom feeders trying to call a bottom to grind thru, i think Gold works its way down toward 1000 by years end.
    Nov 2, 2014. 03:52 PM | Likes Like |Link to Comment
  • Time yet to buy commodities? [View news story]
    Buy commodities; no thanks. IMO more pain ahead. When King Dollar is no longer King, then it is time.
    Nov 1, 2014. 04:33 PM | 3 Likes Like |Link to Comment
  • Lion's Gate and Tribeca to partner on SVOD service [View news story]
    How many of these things is somebody supposed to join?
    Amazon, netflix, HBO GO, CBS, HULU, Lions Gate.........probably many i have missed.
    Oct 20, 2014. 09:13 AM | Likes Like |Link to Comment
  • Qihoo 360: Where Is The Bottom? [View article]
    Head and Shoulders breakdown targets $32 on a measured move on the weekly chart. Stock = 66...lots of meat on the bone for buzzards to nibble at. Short
    Oct 10, 2014. 09:10 AM | 1 Like Like |Link to Comment
  • Two charged with insider trading on Herbalife [View news story]
    LOL.....prosecute a kid.....thats funny. That's because a real white collar criminal has spent $47K on his legal team before you can snap your fingers.
    Oct 1, 2014. 06:20 AM | Likes Like |Link to Comment
  • Home Depot discloses details on data breach [View news story]
    only 56M.......???? Thanks for the sense of urgency and rapid response 5 mo later
    Sep 18, 2014. 04:53 PM | 2 Likes Like |Link to Comment
  • PVH tapped for gains [View news story]
    Manny Chirico and Cramer going out to celebrate tonite.
    Sep 12, 2014. 08:15 AM | Likes Like |Link to Comment
  • Report: UBS, Standard General preparing RadioShack loan deal [View news story]
    Dead Company Walking
    Sep 10, 2014. 08:20 PM | 2 Likes Like |Link to Comment
  • Please allow me to rephrase... [View news story]
    i think investors gave the CEO a sapphire D**do up the arse
    Sep 10, 2014. 01:57 PM | 1 Like Like |Link to Comment
  • Home Depot confirms payment systems breach [View news story]
    Thanks for letting us know 4 1/2 months later.
    Sep 9, 2014. 06:53 AM | 1 Like Like |Link to Comment
  • Achillion - An Options Strategy For A Potential Acquisition [View article]
    WOW...a strategy involving options actually slipped by the SA screeners. I guess since you did a lot of work on the article and hypothesized multiple scenarios, they let it slide.
    Maybe i should try my hand to see if i can get one past them.

    Here is another option strategy.....buy as many GILD calls as you can...jan 2016 125's come to mind but i think most any strike will do well. Gilead's first mover advantage coupled with the curative nature of the drug, IMO will dominate the space. I think others may nibble at the edges but not much more. Doctors, like all of us, are creatures of habit..as they see the dramatic cure rates, ease of use, and absence of side effects, they will have little motivation to re-invent the wheel with alternative drug regimens meant to do the same thing.

    Additionally, the thing that is lost on many $GILD observers is the Stage 3 pipeline they have coming which is substantial. LONG $GILD
    Sep 8, 2014. 09:46 PM | 3 Likes Like |Link to Comment
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