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  • Next Quarter Could Be A Back-Breaking Event For Apple Shareholders [View article]
    Could be backbreaking hauling those wheelbarrows full of FCF around..
    Nov 24, 2015. 11:32 AM | 21 Likes Like |Link to Comment
  • Crude climbs following French airstrikes in Syria [View news story]
    Bravo France, some strength and leadership. Ironically our leader is a limp empty suit.
    Nov 16, 2015. 07:32 AM | 15 Likes Like |Link to Comment
  • MasterCard: The Trend Is Not Friendly [View article]
    So first negative on V, now MA. These are both tremendously powerful companies with a moat than knights would dream of...

    As Americans we take credit cards for granted, as they handle payments in Apple Store, Starbucks, the store, wherever. I personally never use cash, it doesn't make sense for me. The billions of people across the world that are still using cash, checks, etc will make it into the vast middle class, and will start using plastic. Guess what network(s) their transactions will run across? UnionPay in China will have good volume, but the rest of the world, will run across two giants. If anything, I'd look at AXP as the dead money for 12-15 months, if not longer. Both of these companies have highly skilled management teams that would not lead share holders astray.

    very long V & MA
    Nov 2, 2015. 11:00 PM | 3 Likes Like |Link to Comment
  • Visa misses by $0.01, revenue in-line [View news story]
    good, sell it short term so I can add more to my accounts, and my boys' trusts... gotta love short term thinking!
    Nov 2, 2015. 07:05 AM | 12 Likes Like |Link to Comment
  • Amgen beats by $0.34, beats on revenue [View news story]
    It was time to buy in that $130 range, I added more.. As you mentioned, tremendous long term holding.
    Oct 28, 2015. 04:09 PM | 2 Likes Like |Link to Comment
  • IBM Board Approves Quarterly Cash Dividend; Authorizes $4 Billion for Stock Repurchase [View article]
    What a joke.. So glad my horse in the race here is MSFT. IBM is a dinosaur that hasn't figured it out, and will not with the present management.
    Oct 27, 2015. 12:42 PM | 1 Like Like |Link to Comment
  • Here's The Real Reason Why Microsoft Moved Higher After Earnings [View article]
    I backed the truck up when they got taken to the woodshed in February.. Anyone who used that opportunity to think more than a quarter out, knew Microsoft would do fine in their transition to a cloud revenue model. I would add on any substantial pullbacks. Until then, consider me one happy share holder. Long MSFT
    Oct 27, 2015. 12:41 PM | 8 Likes Like |Link to Comment
  • Gilead Gains From AbbVie's Pain [View article]
    Let abbvie feel what happened to Gilead last year. The move was grossly overdone, here is the evidence.
    Oct 23, 2015. 07:56 AM | 9 Likes Like |Link to Comment
  • Implications For Gilead Of The Problems With AbbVie's Competitive Hepatitis C Product [View article]
    Glad to see someone else added on the news, seeing you did makes me feel vindicated. Thank you for this article, as timely as it was. Gilead is one of the best investment opportunities available to us at this time. Tremendous company with such bright prospects.

    Makes me wonder what liability ESRX & ABBV now bear with these developments?
    Oct 22, 2015. 05:22 PM | 5 Likes Like |Link to Comment
  • Main Street Capital announces supplemental dividend [View news story]
    Merry Christmas indeed!
    Oct 21, 2015. 07:28 AM | 3 Likes Like |Link to Comment
  • Blackstone misses by $0.05, revenue in-line [View news story]
    It's in the release, .49 a unit
    Oct 15, 2015. 07:11 AM | 7 Likes Like |Link to Comment
  • Omega Healthcare Investors declares $0.56 dividend [View news story]
    Have owned this for almost three years now and it has just gotten better. Thank you OHI!
    Oct 14, 2015. 05:22 PM | 7 Likes Like |Link to Comment
  • Blackstone short-term cautious, long-term bullish on NYC, Miami rentals [View news story]
    Normally announced during earnings
    Oct 6, 2015. 02:07 PM | Likes Like |Link to Comment
  • Celgene Boasts Of An Impressive Pipeline [View article]
    come back in a few years, it won't look quite as scary
    Oct 6, 2015. 09:44 AM | 1 Like Like |Link to Comment
  • Celgene Boasts Of An Impressive Pipeline [View article]
    It always amazes me how everyone lumps biotech as one big group and not differentiating the mature but still quickly growing (GILD, CELG, AMGN) from the speculative smaller biotech who most of the time make no money.

    I've been using these pullbacks recently, and for a bit now to build a position for my almost four year old in his trust. This is one of those opportunities that you add on any weakness and let it grow for the long term. This sector is not something that is going away anytime soon and is meeting a very large unmet need across multiple disciplines. My little guy has a long time before he even gets to control his trust, so he's got nothing but time.

    Long CELG Myself and son
    Oct 4, 2015. 01:32 PM | 3 Likes Like |Link to Comment