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keallen

keallen
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  • Celgene Goes For Broke [View article]
    Juno will not stumble. They have the CELG resources at their disposal.
    Jul 2, 2015. 02:55 PM | 1 Like Like |Link to Comment
  • Disney: Don't Overthink It And Buy In [View article]
    Well said. Got in as a new investor at 65 and never sell. Buying on the dips. The gift keeps giving. DIS and AAPL are 2 of my largest holding as well.
    Jun 25, 2015. 03:37 PM | 7 Likes Like |Link to Comment
  • Disney up 0.4% after 15% dividend bump [View news story]
    Christine McCarthy - Executive VP Corp. Real Estate
    Zenia Mucha - EEV and CCO
    Jayne Parker - EVP and Chief Human Resources Officer

    And then there's Minnie Mouse. Take this elsewhere.
    Jun 24, 2015. 08:38 PM | 13 Likes Like |Link to Comment
  • Under Armour's Growth Is Great, But Already Priced Into The Stock [View article]
    So you are saying there is risk in owning UA? Well I say there is risk in owning any stock. If you listened to the CEO on Mad Money talk about their new product line of lighter cooler wears, then you might revisit your comment "I expect that growth to come from increased sales, not from increased efficiency.". Long UA and buying on the dips.
    Jun 24, 2015. 03:37 PM | 4 Likes Like |Link to Comment
  • Profit From The Pharma Craze: Sell Gilead, Buy Taro [View article]
    Where do i start? First a positive. You put out a good argument that warrants investigation in my 3rd largest holding. With that said, I don't put much weight into "Analysts Expectations". Even if they are correct, then GILD will blow them away with more than 2% earnings in 2016. I might take some profits later this year, but for now I am riding the wave.
    Jun 23, 2015. 03:06 PM | 6 Likes Like |Link to Comment
  • Under Armour higher after Jordan Spieth U.S. Open victory [View news story]
    Really? Not here in Arizona?
    Jun 23, 2015. 09:07 AM | Likes Like |Link to Comment
  • 'Inside Out' has Disney investors head over heels with new high [View news story]
    Got in at 65. DIS will hit 125 by end of year. Not too late.
    Jun 23, 2015. 09:06 AM | Likes Like |Link to Comment
  • Under Armour creates new class of common stock [View news story]
    By the way...I held it and glad I did. may buy more.
    Jun 22, 2015. 10:41 AM | Likes Like |Link to Comment
  • Under Armour higher after Jordan Spieth U.S. Open victory [View news story]
    UA is making some smart marketing moves. Every time Jordan wins or does well, UA is all over the media. Plus I'm moving up in my golf Fantasy league. Go Jordan.
    Jun 22, 2015. 10:40 AM | 4 Likes Like |Link to Comment
  • Greek Tragedy May Bring Excellent Buying Opportunity For Disney Shares [View article]
    Love following your articles. My advise, as Cramer says about AAPL. Just own DIS and don't trade. I buy on 2% dips and never sell.
    Jun 18, 2015. 10:21 AM | 6 Likes Like |Link to Comment
  • Illustrating My Fair Value On The Walt Disney Company [View article]
    Good luck with the pullback to 99. My largest position and buy more on 2% dips. Still way undervalued based on the pipeline and diversity of revenue streams. In at $65 and holding long.
    Jun 16, 2015. 11:55 AM | 9 Likes Like |Link to Comment
  • Under Armour creates new class of common stock [View news story]
    UA is so expensive at 57 Fwd P/E. Going up from 54 last month, as well. Last of my holdings to buy more of. Doing a 2:1 split won't help. Thinking of getting out at 85. Not the performer I expected.
    Jun 15, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Lego Worlds Puts Walt Disney Co. And Electronic Arts Inc. On Alert [View article]
    Thanks. My son actually works with Carthay. His name is Kmansong. Carthay is the main builder and my son has helped in California Adventure. I would love DIS to buy Roblox. My son's dream is to be an Imagineer for Disney using his music abilities.
    Jun 4, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • Lego Worlds Puts Walt Disney Co. And Electronic Arts Inc. On Alert [View article]
    Has anybody heard of Roblox? They use Lego characters that are interactive. My 18 year old son is a builder on Roblox and has created the entire Disneyland replica, including rides that work. Then he creates music for the background. It is incredible. Check it out.
    Jun 3, 2015. 10:01 AM | Likes Like |Link to Comment
  • Johnson & Johnson Is Healthy But Overvalued [View article]
    As regarded said, The metric to use when investing long term FWD P/E. It is 15.5 now. I say that's cheap.
    Jun 2, 2015. 12:09 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
295 Comments
877 Likes