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somedata1

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  • Have Apple And Gilead Switched Roles Within The Market? [View article]
    Robert,

    I like NFLX, AMZN, and TSLA, just not at these prices. I would like to buy them when the market crashes.
    Aug 4, 2015. 10:25 PM | Likes Like |Link to Comment
  • The High Yield Dividend Spectrum And Buying And Holding [View article]
    I like VFC business very much, and I would like to invest in it. But I will resist to put my money here at this valuation. When the market tanks, I would like to pick up some shares.
    Aug 4, 2015. 09:33 PM | Likes Like |Link to Comment
  • Is Netflix Overvalued? [View article]
    I like NFLX as a business very much. I would like to invest in it, but not at this price. When the market crashes and this momo stock tanks, I will pick up some shares. Otherwise, I'll be happy not to risk my limited capital. This is crazy valuation for perfection.
    Aug 4, 2015. 09:27 PM | Likes Like |Link to Comment
  • Amazon Echo: The World's Smartest Assistant [View article]
    No doubt AMZN is a quality company and I would like to invest in, just not at this price. If the stock market crashes and the fear level arises to a level that tanks this stock, I will be picking up some shares. Meanwhile I'm happy without putting my money at risk.
    Aug 4, 2015. 08:48 PM | Likes Like |Link to Comment
  • The Bear Is Alive! [View article]
    Buyandhold 2012,

    I like TSLA, NFLX, and AMZN. And I want them to have 90% off this time. Just like SBUX was down to single digit in the last downturn.
    Aug 4, 2015. 07:54 PM | 1 Like Like |Link to Comment
  • The Dow Effect Has Made Apple Ridiculously Cheap [View article]
    AAPL is a high quality company at a reasonable price. However, it is also a cyclical tech business.

    "CYCLICAL" could be scary when it's in a down turn. But a long term investor who holds it through thick and thin wins.

    I prefer a defensive business such as GILD and hold it for a long term. It will do well in any environment. I'm keeping AAPL on my watch list at this time.
    Aug 4, 2015. 07:30 PM | Likes Like |Link to Comment
  • A Few Key Points I Am Watching For From Gilead Sciences [View article]
    DIS. lol
    Aug 4, 2015. 07:06 PM | Likes Like |Link to Comment
  • Disney -2.3% as Q3 revenues fall short; profits up 11% [View news story]
    Falling short of expectation, yet the share price went ahead of itself. Momo stock. More room to be corrected.
    Aug 4, 2015. 06:35 PM | 3 Likes Like |Link to Comment
  • Gilead's Stock Price, Harvoni Pricing, And The Threat Of Merck- A Physician's Perspective [View article]
    How do you attack a successful and profitable business enterprise? You state potential competition, government price control, and pricing war,... by focusing the negatives. It's easy to focus a negative segment of the business and magnify it to a point that the big picture can't been seen.

    It's all about the future.... An this business is being valued at a price with no growth. The is because that it will decline in sales and no further R&D and M&A potential, that the management won't be able to do anything to improve the sales, that the competition will take away half of the market, that the HCV sales will last only 5 years. Well if these all were all true, this would be valued correctly at TTM PE of 12. But, if something positive developed in the pipeline or there was a good deal to be made by acquiring a growth deal, this would be an aggressive growth stock waking up and tripling its market cap at no time!

    Is the management capable of acquiring an asset and marketing to the world?
    Is the science in GILD Sciences good enough?
    Is the business focusing unmet medical need around the world with a massive population?

    I'm long and patient.
    Aug 4, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • Tekmira Bio name and symbol change effective today [View news story]
    It should change the name to under the bus not ABUS.
    Aug 3, 2015. 08:12 PM | Likes Like |Link to Comment
  • My Current Price Target On Gilead Sciences [View article]
    Alex thanks for writing another bullish article on GILD. I appreciate your work. I remember the article that you did in last December really helped us go through tough times when Express Scripts excluded GILD HCV products in their list.
    Aug 3, 2015. 07:24 PM | 1 Like Like |Link to Comment
  • Gilead Beats And Raises: Thinking Through The Future Of Its Business And Its Stock Price [View article]
    The V shape rebound looks very bullish. It will break through 120 sooner than later. Don't fight the tape. Don't fight the fundamentals. Don't fight the strong cash flow. Don't fight bull stampede. Don't fight undervaluation. In human history, the "cure" goes down in history with 3% of global population directly being impacted by this life saving medicine. It resolves the mystery that why people die early - hep C: the silent killer.
    Aug 3, 2015. 11:29 AM | 4 Likes Like |Link to Comment
  • Seeking Alpha's Biotech Weekly: The Mystery Of Gilead Sciences [View article]
    Faulty logic. Completely disagree. You are buying GILD for its cash flow and management. HCV patient reservoir is huge. Growth is everywhere. Going forward United states will be a stable market. The rest of the world will all add to the strength of this franchise. Is it so hard to see the tremendous growth in Europe? Is it so hard to see the new Japan Market? Have you ever traveled outside of the United States?

    If you only rely on analysts estimate... really? You are really silly to believe that. Was the earnings estimate just got blown away in Q2? Was the earning estimate got blown away in Q1? Didn't this conservative management guidance increase TWICE this year?

    What will be the EPS growth this year?
    a. 18% (hint: analysts estimate prior this year)
    b. 30%
    c. 40%
    d. 60% (hint: this is likely to be the actual figure)
    Aug 3, 2015. 09:50 AM | 2 Likes Like |Link to Comment
  • Gilead Beats And Raises: Thinking Through The Future Of Its Business And Its Stock Price [View article]
    SBUX is a high quality great business. My gut feeling is that SUBX is a cyclical restaurant business with high valuation. It's vulnerable/more sensitive to economic shocks.
    Jul 31, 2015. 09:09 AM | Likes Like |Link to Comment
  • Express Scripts none too happy with proposed cost of Praluent [View news story]
    @Ajax, could not have said it better myself. Superior cure STR regimen is the only efficient cost saving long term medicine solution in our health care system right now. Anything else is just like a minefield that hurts our health -- inferior drugs, low quality generics, long delayed check-ups, expansive hospital visits without doing anything for you, scheduling for anything.... Going through the system is a battle in itself that's greater getting the care you need!
    Jul 30, 2015. 06:48 PM | 3 Likes Like |Link to Comment
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