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  • Build A 'Whatever Happens' Portfolio... Now [View article]
    Good Article, JLS. Are you concerned that some of these ETP's might reflect the risk of the underwriter?
    Aug 16 11:17 AM | 1 Like Like |Link to Comment
  • magicJack: Short-Term Catalyst, And Significant Upside [View article]
    I've had MJ for seven years and have experienced horrible customer service. You can't speak to anyone, can only type messages back and forth.
    The reception is TERRIBLE in my home. The calls cut in and out and sometimes spontaneously disconnect. My friends and family prefer to try us on our cell phones because they find it so frustrating on MJ.
    One of my banks can not recognize account information punched in by telephone when it is through Magic Jack.
    We tried the magic jack plus and returned it after three days because that worked even worse than the original box which is plugged into my computer.
    We only keep this phone number because we don't want a land line and don't need high performance from MJ.
    Perhaps this new app is the greatest thing since sliced bread, but without advertising the improvements, MJ will just continue to lose market share. I haven't seen an MJ ad since Borislow had his little daughter introduce her two hamsters, Magic and Jack. I believe that the only ones who resonated with those ads were limited to the Borislow family and personal friends.
    Uch, my experience with MJ has been a horror. Originally we went with five year pricing, now I go for short periods because I expect one day I will wake up and say "I'm through with this."
    Aug 15 02:59 PM | Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator June 7, 2014 To August 16, 2014 [View instapost]
    D-inv I looked it up!
    What I read indicated that Medicare/CMS is prohibited from negotiating drug prices, including on behalf of Medicaid, VA or private insurers. (That was the deal Bush struck in order to implement Medicare Part D).
    However, Medicaid, VA and private insurers can and do negotiate on their own. The states run Medicaid programs and VA pay significantly less for drugs than private insurers do.

    Thanks for your correction. That was worth clarifying, imo.

    I don't mean to state that it is fair to for US citizens to compensate the rest of the world for discounted drug prices while paying inflated prices themselves, to the extent that the treatment becomes unobtainable for many people.
    I hope no one took the comment that way.
    Aug 9 02:40 PM | 7 Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator June 7, 2014 To August 16, 2014 [View instapost]
    I think GILD is my "highest" conviction company for 2014. I think these companies are entitled to their prices, and the cost and years dedicated to developing and marketing new drugs, and living with government obstructions ( which drive up the prices) must be compensated.
    Aug 8 07:56 PM | 6 Likes Like |Link to Comment
  • High-Yielding Stock Portfolio That Can Outperform By A Big Margin [View article]
    Let's revisit this when they do the reverse split and announce the terms. I am highly suspect of management and believe that the investors are going to get the short end of the stick and that the dividend will be manipulated downward. They may even make a one time cash adjustment, but if I wanted to place a bet, I bet the investor will not receive ten cents on the dollar on a regular basis, and I would short the stock after the reverse split.
    Aug 8 07:49 PM | Likes Like |Link to Comment
  • Swine Flu, MERS, Ebola And Medical News Concentrator June 7, 2014 To August 16, 2014 [View instapost]
    LT I could not disagree with you more when it comes to GILD.
    There are plenty of drug companies that help people afford the medication. That's what is happening in Egypt and India. Egypt already had the $900 pricing.
    A big component is that GILD is going to license the Sovaldi product to Indian pharmaceutical companies so that generic versions will be available for less than the current full price dose.
    GILD's pipeline is splendid, and they are already selling HIV drugs, blood cancer drugs, and soon will have a HEP B drugs too. ( Not to be confused with Hep C drug Sovaldi). This is not a one trick pony.
    They are going to be licensed in more than 60 countries.
    There are other drug companies that have more expensive drugs that don't come near to the 90% +/- success rate of Sovaldi, and GILD is working on a double medication that will be released fairly soon. This version of Sovaldi is not even going to be the final product.
    You have to compare the cost of current treatment for liver failure to the cost of the Sovaldi cure. Sovaldi is a bargain.
    US Congress does not control pricing.
    The lawsuit in that article is NOT for sovaldi. It has to do with copyright infringement on the delivery method. The companies suing do NOT have patent protection for Sovaldi and none of them have a ready product.

    You may be outraged that the medication costs $84K, but that has nothing to do with the facts surrounding GILD.
    GILD in now in the low $90's and still has legs. Analyst estimates range from $108- $140+-.
    This drug is a true life saver.
    Perhaps it is better for the insurers bottom line if people die waiting for a liver transplant rather than live because they take Sovaldi early after the diagnosis of Hep C and liver failure??
    The centers for Medicare and Medicaid negotiate prices on EVERYTHING. Eventually Sovaldi will cost less, and when it does, it will STILL be a blockbuster, at least for the rest of 2014 and 2015 in my humble opinion.
    Aug 8 06:22 PM | 6 Likes Like |Link to Comment
  • High-Yielding Stock Portfolio That Can Outperform By A Big Margin [View article]
    NEWM pays a dividend in the 7% range.

    When you reduce your holdings by reason of a reverse split the company is going to pay out less. You can't hedge or enhance your income stream with options. Also, it may positively impact the management's compensation at the expense of the investor! (I don't know the particulars to see if that is true in this case).Be aware that the risks just escalated.
    Aug 8 05:53 PM | Likes Like |Link to Comment
  • High-Yielding Stock Portfolio That Can Outperform By A Big Margin [View article]
    Dear Russell:
    It's shameful to announce the dividend and not the ex-date because it doesn't give investors enough information.
    It is manipulative, like dangling a carrot. The bad news is we're doing a reverse split. But, let's emphasize that it's good news because we'll attract more hedge funds and the like. The good news is you get a hefty dividend. But when? The spin-meisters are at work~

    No doubt the 10%+ dividend is attractive. Who doesn't like a fat dividend?
    However, it is paying that much because because the stock is risky.
    In my opinion, the stock is now even riskier. They want to attract more institutional investors, but they have a fiduciary obligation to the existing investors!
    Please note what Michael Bryant wrote (comment above yours). NCT is currently under $5.00 a share.
    Do they want to do a reverse split because they believe NRZ will also be under $5.00 a share by October? Many institutional investors can not invest if a stock is under $5.00 per share, and some won't if it is under $10.00 a share.
    No matter, for me, the risk is now too high! I'm reading tea leaves here, and that's my take on the news.
    I wish you luck with your position.
    Aug 8 12:26 PM | Likes Like |Link to Comment
  • New Residential reports inline results, sets reverse stock split [View news story]
    I don't understand why you would add now, Jack Cumming, when they just announced they want to do a reverse stock split in October. That means you will own half your shares. Do you think they intend to double the dividend to compensate you? For those of us that sell options, that means I could sell half the number I could sell now. In my opinion, I can't find justification for a reverse stock split.
    How about announcing the dividend without advising the ex-date.
    What's up with that?
    Aug 6 09:59 PM | 1 Like Like |Link to Comment
  • High-Yielding Stock Portfolio That Can Outperform By A Big Margin [View article]
    NRZ announced it wants to do a reverse stock split--they will take a vote in October.
    They also announced another quarterly dividend and special dividend, but neglected to give the ex-date.
    Also shameful.
    I am long the stock.
    Aug 6 09:50 PM | Likes Like |Link to Comment
  • Quickchat#272, June 16, 2014 [View instapost]
    Are any of you still in New Residential (NYSE:NRZ)?
    They announced they will vote on a reverse split in October.
    They announced a dividend without giving the ex date! How can they do that??(Again, it is actually two dividends.)
    I am long NRZ, but feel betrayed by their management.
    I do not see how a reverse split will benefit the common shareholder.
    Any thoughts on this one?
    Aug 6 09:45 PM | 2 Likes Like |Link to Comment
  • Gilead: A Growth Story [View article]
    Don't you think that GILD contemplated that when it offered guidance on sales?
    Aug 6 04:07 PM | 2 Likes Like |Link to Comment
  • Gilead: A Growth Story [View article]
    Despite the litigation and governmental scrutiny, I believe GILD will continue to be a blockbuster through the rest of 2014 and 2015. Correct me if I'm wrong, but I think the Hep C treatment is only in (approximately?) 13 countries so far. Furthermore, GILD is looking for partners in India to license, to produce less expensive generic Sovaldi, and is arranging for discounted pricing in approximately 60 countries. Egypt has successfully negotiated a discounted price.
    Given the fact that the expansion of Sovaldi use has only just begun, and despite the risks, which I believe you have described quite well, Mr. Dion, I would estimate that the $92 per share "fair price" will be the bottom when we look at GILD a year from now. The management seems to have a good grasp on its pipeline and how to grow the brand while taking into account the risks and competition,imo. My compliments to you on a well written and thought out article. It makes me admire the company even more! Anytime the market pulls back (for whatever reason) is the time to contemplate adding gild or selling puts.
    Aug 6 03:46 PM | 7 Likes Like |Link to Comment
  • Why Thursday's Sell-Off Matters [View article]
    That may be true of you, Apple Diner, but you can't state longs don't care, you speak only for yourself, you don't care.
    Even buy and hold becomes trying when you watch Apple go from $130 a share to $85 a share, as I did, in 2008. At some point, even the most bold
    buy and hold investor has to decide if it's time to tap out, buy a put, or stay pat. And, you'd better have your plan in place before the event occurs. That's the only way to trade with discipline. Anything else is too emotional, and mistakes can be extremely costly, particularly if it is happening to your entire portfolio at the same time.
    Aug 1 12:25 AM | 10 Likes Like |Link to Comment
  • The deal gets done: Zillow buys Trulia for $3.5B in stock [View news story]
    Correct me if I'm wrong, but I believe both of these stocks are (terribly) unprofitable.
    What's the attraction here?
    Jul 28 10:15 AM | 2 Likes Like |Link to Comment