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  • Biotech Returns Outstanding Even Given Recent Weakness [View article]
    Five years from now will the IBB be higher or lower than today? I say higher, given the dynamics of the industry, the demand for new drugs and demographics. Maybe a lot higher.
    Oct 6, 2015. 09:00 AM | 3 Likes Like |Link to Comment
  • What's Wrong With Nelson Peltz's GE Plans? [View article]
    Didn't Peltz dream up Wendy's-Arby's? Any idea what GE Medical would be valued at as a stand alone company. My guess is: a lot.
    Oct 6, 2015. 08:49 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Megabrew Deal Demands Higher Price [View article]
    Valeant(sp?) Pharma got a lesson in the power of the [NYT] pen yesterday, I'd say. I think we call that "headline risk."
    Oct 6, 2015. 08:36 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Confident Tone For Global Markets [View article]

    I bought PFE on the day after it split in 1999, at $33/share. Today, it is a robust $33 a share. Other bio/pharma stocks have risen 100000% while PFE, well, you know. That takes some patience.
    Oct 5, 2015. 10:38 AM | 3 Likes Like |Link to Comment
  • GE Comments on Investment by Trian [View article]
    If GE goes up $.75 on this, or any, news, my guess is trading will be halted and all shareholders will be told to see their physicians for a heart scan. Still, GE common remains my favorite bond until further notice.
    Oct 5, 2015. 09:07 AM | Likes Like |Link to Comment
  • A Welltower Of Dividend Power [View article]
    Beein in HCN for a few years. Last month I was in Toledo looking for the Inverness Country Club which just down the road from HCN HQ. Thought the latter was the former and pulled in. Quite lush.
    Oct 5, 2015. 09:04 AM | 1 Like Like |Link to Comment
  • The Secret Sauce That Makes This REIT So Sweet [View article]
    Michigan presence helps as lots of [full boat] UAW pensioners are needing those facilities and they can afford them. Been in LTC for awhile. Slow and steady wins the race.
    Oct 5, 2015. 08:54 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Confident Tone For Global Markets [View article]
    Call me when drug prices go down (in the aggregate). Also when college tuition and nursing home charges drop, too.
    Oct 5, 2015. 08:48 AM | 5 Likes Like |Link to Comment
  • The October Surprise? [View article]
    Willing to bet that AMGN, XLV will be higher five years from now than today. Demographics haven't begun to kick in as oldest Baby Boomers just turning 70 in 2016.
    Oct 3, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Data Breach Exposes Details Of 15M T-Mobile Customers [View article]
    Gayle G-G, I can think of 300 people who need to be let go at ESPN right off the top of my head. Let's see: Ray Lewis, Chris Carter, Merrill Hoge ..... If you've ever listened to Mike Golic's insightful comments on baseball, hockey and Wimbledon you might want to toss him on the list too.
    Oct 2, 2015. 08:25 AM | 10 Likes Like |Link to Comment
  • Wall Street Breakfast: Data Breach Exposes Details Of 15M T-Mobile Customers [View article]
    A sure sign the holidays are just around the corner: layoffs. If memory serves GAAP requires companies to expense immediately the estimated costs of layoffs and they'll want those expenses to hit the income statement in the current fiscal year. Could also be a sign that revenues are flat and they can't significantly shrink the number of shares through buy-backs anymore.
    Oct 2, 2015. 08:16 AM | 9 Likes Like |Link to Comment
  • Healthcare REIT Ventas Presentation Highlights - Shares Are Undervalued [View article]
    The "average" of $5700 is worth looking at. By the time my mother passed away, the monthly nut was $7000+ in a 35,000 pop. Ohio town that isn't exactly booming. Noticed a fair number of teachers, small business folks and UAW retirees in the facility, in other words, those with pensions that could cover a good portion of the tab. We discovered over the five years my mother was in two facilities that the owners enjoyed significant "pricing power" and I don't see a lot of new facilities being built. Also believe there are significant barriers to entry thus favoring those already in the game. Long VTR, HCN, LTC.
    Oct 1, 2015. 08:02 AM | 3 Likes Like |Link to Comment
  • Is Fast Food Dying? [View article]
    My father owned a McDonald's a long time ago and the biggest challenge, then and now, is indeed "the help." Actually in smaller towns the help at McDonald's is pretty darn good as, now that "the plant" has closed, there aren't many job alternatives in those towns.
    Sep 30, 2015. 09:58 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Global Equities Ending Brutal Quarter In The Green [View article]
    I prefer NPR's "Car Talk" to the SA version. Every waking moment: the ebbs and flows of Tesla. Milton Friedman proposed that IF you are going to pay people to be poor (say: $20,000/per year) then DO IT. But eliminate the bureaucracy that handles it all. Cut a check and be done with it. Food for thought from Uncle Milty.
    Sep 30, 2015. 09:51 AM | 12 Likes Like |Link to Comment
  • Wall Street Breakfast: Glencore Rallies Following Rout Yesterday [View article]
    "Serious" Fraud Office suggests there's a not-so-serious Fraud Office which, come to think of it, describes the SEC and the DOJ which don't like to get involved with unpleasant matters like serious fraud. Too complicated. Where is Christopher Cox and why hasn't he written a book about his stellar run at the SEC.
    Sep 29, 2015. 08:17 AM | 9 Likes Like |Link to Comment