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keallen

keallen
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  • Disney: Value Investors Be Patient [View article]
    PE ratio is based on 2 things. Price and earnings. The earnings numbers that analysts are projecting may not be accurate. There needs to be a paradigm shift in the way analysts look at DIS. It can not be viewed like other companies. Look at market cap and pipeline of entertainment. Parks, ESPN, Pixar, Marvel, products, etc, etc. Long DIS and my largest holding by far.
    Mar 4, 2015. 08:59 AM | 7 Likes Like |Link to Comment
  • Gilead-Immunovaccine deal apparently ain't so [View news story]
    Always good to pad my GILD holding on dips like this. Thanks.
    Feb 27, 2015. 01:33 PM | 5 Likes Like |Link to Comment
  • Wells Fargo Is Run By One Of The Best CEOs Of Our Time [View article]
    Nice article. Peace, great insight to the stock and the wisdom of diversificaiton. I am in the same boat with AAPL and DIS. I number my stocks 1-4, like Cramer and WFC is a 3 and the smallest of my 12, so I use it to get cash on others in my portfolio, but am contemplating increasing my position, since interest rates have to go up and this is a plus for WFC.
    Feb 24, 2015. 09:17 AM | Likes Like |Link to Comment
  • Update: Gilead Beats Estimates, But Guidance Spooks Investors [View article]
    Fox dad. Check out this site for the pipeline.

    http://bit.ly/18HjhMi.
    Feb 9, 2015. 03:13 PM | Likes Like |Link to Comment
  • Update: Gilead Beats Estimates, But Guidance Spooks Investors [View article]
    Good points.
    Feb 5, 2015. 12:56 PM | Likes Like |Link to Comment
  • The Power Of Fear: Is Gilead A Buy Or Sell In 2015 After 1st Quarter Guidance? [View article]
    Stupid question. Do I need to have the money in my account during the whole time from making the call to when it is bough when I place a call option? I use a brokerage link account and normally just do limit orders and the cash has to be in the account. Thanks.
    Feb 5, 2015. 12:53 PM | 1 Like Like |Link to Comment
  • Update: Gilead Beats Estimates, But Guidance Spooks Investors [View article]
    GILDs pipeline is above reproach. No worries on long term investors here. Nadeem has a clue. I believe a merger with a distribution company is in order, like Caremark or Scripts.
    Feb 5, 2015. 12:38 PM | Likes Like |Link to Comment
  • Can Disney's Valuation Support A Sustained Move Past $100? [View article]
    Excellent analysis. Glad I got in at 70. Like you said, I'm sitting back and enjoying the ride (Like Thunder Mountain). Any pull back and I am beefing up my largest holding. BTW, 2015 is in the books with this forward thinking company. I can assure you Igor and co. are already thinking 2016-2017 and beyond. I see maybe a merge with AAPL/AAPL TV and a stock split in the near future.
    Feb 5, 2015. 12:04 PM | 3 Likes Like |Link to Comment
  • The Power Of Fear: Is Gilead A Buy Or Sell In 2015 After 1st Quarter Guidance? [View article]
    Phamadoc: And this is why I follow you. Nice articles like this help me understand this segment and in particular, this stock. Bought more at 96. Long GILD.
    Feb 4, 2015. 10:45 AM | 1 Like Like |Link to Comment
  • Gilead Sciences' (GILD) CEO John Martin on Q4 2014 Results - Earnings Call Transcript [View article]
    Thanks for the update. I did not listen to the call. The buyback and the div are great positives thoughand this is a great opportunity to get in at a lower price. Thx again.
    Feb 4, 2015. 10:32 AM | Likes Like |Link to Comment
  • Does The Gilead Whisper Number Indicate Investor Confidence? [View article]
    That's exactly what I did. I guess a "thank you" to Zacks is in order.
    Feb 4, 2015. 09:58 AM | 1 Like Like |Link to Comment
  • Gilead Sciences declares $0.43 dividend [View news story]
    That would be sweet!
    Feb 4, 2015. 09:53 AM | Likes Like |Link to Comment
  • Gilead Sciences declares $0.43 dividend [View news story]
    Did just that at 96. Thank you Mgmt!!
    Feb 4, 2015. 09:52 AM | Likes Like |Link to Comment
  • Gilead Sciences' (GILD) CEO John Martin on Q4 2014 Results - Earnings Call Transcript [View article]
    So, let me get this straight. Zacks puts a number out there and Gilead puts a number out there. Gilead beats sales by over $1B with a B and does not meet Zacks estimate and the stock takes a 10% dive? This is insane. But thank you as I am going to beef up this holding in my portfolio with this drop. Long GILD.
    Feb 4, 2015. 09:39 AM | 2 Likes Like |Link to Comment
  • Why I'm Buying Gilead And Selling Celgene [View article]
    GILD just announced a .43/share div. Are you kidding me? This baby is just keep giving.
    Feb 3, 2015. 04:46 PM | 1 Like Like |Link to Comment
COMMENTS STATS
254 Comments
716 Likes