Seeking Alpha

tomlos

tomlos
Send Message
View as an RSS Feed
View tomlos' Comments BY TICKER:
Latest  |  Highest rated
  • Altria declares $0.56 dividend [View news story]
    Wait, is there a correction happening? Isn't the world imploding?? Thanks Big 'MO!
    Aug 21, 2015. 11:06 AM | 17 Likes Like |Link to Comment
  • Disney's Sell-Off Is A Gift [View article]
    Yes, I absolutely agree. I have an overweight position in DIS myself, as does my six month old, and four year old. Adding to all portfolios on this weakness, albeit waiting to pick up closer to $96, if we get there. Long term, this is a fantastic pause, and spot to add more.
    Aug 21, 2015. 08:10 AM | 11 Likes Like |Link to Comment
  • A Review Of Gilead's Pipeline (Part 2): Focus On Zydelig And Lymphoma/CLL Candidates [View article]
    Thank you very much for the article(s). Honestly, some of the best research that as many have already said you should A) charge for it B) get on CNBC and educate some of the people on there or C) keep providing it here. I'm not biotech scholar, but find myself reading a ton of these articles. You put it into perspective, lay it out crisply and provide us a great understanding of what the story is.

    Personally, I consider owning this great company a generational opportunity for myself, as I just got into my 30's. I'm overweight in it, but with these selloffs in the general market, will continue to add. My youngest is six months old and has several dozen shares in his trust for the long term, and I mean, long term.

    Appreciate you putting this on paper and am eagerly awaiting your conclusion!
    Aug 20, 2015. 08:04 PM | 2 Likes Like |Link to Comment
  • 5 Stocks I Am Buying For My 2-Year Old [View article]
    Agree with the not needing loans comment. One of the things everyone leaves out is what college funding will look like in 5, 10, 15+ yrs. My boys are 3.5 and 6 months old, and a LOT can change. Who knows, we all might be getting heavily subsidized education at that point in which case the consequences mentioned above are a moot point. Not to mention, the child might very well use the capital to start a business, or go in another direction in which case, also a moot point. The flexibility of the child not being locked into just education spending is the biggest benefit in why I use trusts vs 529s.
    Aug 8, 2015. 08:55 AM | Likes Like |Link to Comment
  • 5 Stocks I Am Buying For My 2-Year Old [View article]
    Spend some time listening to the last CC, it answers your question entirely. They are curing HepC, but there is an equal numbers of patients being diagnosed every year to fill the gap with a cure. Not to mention you are discounting their entire dominance on HIV, European\Asian expansion of HepC, and oh btw that large pipeline, cash on the balance sheet, buybacks, dividends, etc. There is no better opportunity for a youngster right now than something like GILD.
    Aug 3, 2015. 04:15 PM | Likes Like |Link to Comment
  • 5 Stocks I Am Buying For My 2-Year Old [View article]
    Absolutely same here. We do a monthly investment into each trust, and then whatever they get from holidays, birthdays, etc goes into there as well. They aren't doing too bad so far, and there is a LONG ways left to go for them.
    Aug 3, 2015. 04:13 PM | Likes Like |Link to Comment
  • 5 Stocks I Am Buying For My 2-Year Old [View article]
    I've recently done this for my boys (3.5 and six months old). The oldest's trust includes DIS, V, WBA, and CELG. The youngest owns MA, DIS and GILD. Both trusts are forward looking and focused on growth, with technology and the next generation in mind.

    With that said, you have a good list, but I think you would do better with more quality growth. Regardless, good luck and it's fantastic you are planning for your children!
    Aug 3, 2015. 02:12 PM | 6 Likes Like |Link to Comment
  • Amgen beats by $0.14, beats on revenue [View news story]
    Has a lot more to go. Look for $185-190
    Jul 30, 2015. 07:49 PM | 2 Likes Like |Link to Comment
  • Amgen: Solid Value With Buyout Potential [View article]
    Well written article Bret, thank you! We tend to agree on a lot (GILD) included.

    I agree AMGN is a fantastic biotech core holding, that while maturing, still has a lot of gas in the tank and will continue to perform for a long time. The pipeline is very deep with a lot of compounds coming out of R&D and into commercialization and they are as well very shareholder friendly. This is a must own for any biotech allocation that wants some margin of safety. The company hasn't gotten much respect in a while and has lagged because everyone was running to the higher flyers.

    While AMGN won't leap 20% in a single day, they also won't fall 25% in a single day (Looking at you BIIB)! I also don't think they will be acquired anytime soon, but on the flip side think they will go shopping to add to their bench.

    very long AMGN and will continue to add if we get reasonable prices
    Jul 30, 2015. 11:00 AM | 5 Likes Like |Link to Comment
  • The Melting Pot Portfolio: First Inning [View article]
    Wait a second, that pie graph seems strangely familiar.... Nice article regardless.. even if you steal my graphs :-)

    I need to get around to writing down the evolution that my portfolio has gone through.. you just might have inspired me good friend!
    Jul 29, 2015. 07:06 PM | Likes Like |Link to Comment
  • Celgene reports tomorrow; consensus EPS +65% [View news story]
    They sure did. Best growth since 2011
    Jul 22, 2015. 03:09 PM | 2 Likes Like |Link to Comment
  • Celgene's Cell Therapy Program Is Crucial, Hence Juno [View article]
    Reaching is certainly right.. He can sit on the sidelines while CELG continues to climb, and GILD hits new all time highs above after blowing out the next ER.
    Jul 6, 2015. 10:49 AM | 1 Like Like |Link to Comment
  • Bloomberg: BP to settle 2010 oil spill claims with U.S., states [View news story]
    Your tinfoil hat is very epic... wow... let me guess, 9-11 was an inside job? jeez.
    Jul 2, 2015. 07:54 PM | 2 Likes Like |Link to Comment
  • Longtime bull throws in the towel on MBIA, Assured Guaranty [View news story]
    Give PR to China or Russia. Let them deal with it.
    Jun 29, 2015. 09:07 AM | 4 Likes Like |Link to Comment
  • Kinder Morgan opens nearly 2% lower after cautious Barron's piece [View news story]
    Someone has clients that want to buy this lower... LOL.
    Jun 12, 2015. 10:32 AM | 14 Likes Like |Link to Comment
COMMENTS STATS
1,236 Comments
2,589 Likes