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The Fox

The Fox
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  • Gilead Sciences (GILD) Q3 2014 Results - Earnings Call Webcast [View article]
    Honestgeno,

    I can tell by the few posts I have read of yours that your emotions are involved in investing. That will bite you big time in the end. Also, they didn't beat. They missed by .07 per share. Having said that, it was a great quarter- no doubt-which is why the sell-off was minor.
    Oct 30 05:44 AM | 1 Like Like |Link to Comment
  • Gilead Sciences (GILD) Q3 2014 Results - Earnings Call Webcast [View article]
    Doug...

    You are correct in taking profits. I own GILD and think it is solid. Your revenue / cap numbers are valid as well. It is the law of large numbers. It doesn't mean GILD can't power ahead...it just means it will be harder. You would be an idiot to not lock at least a portion of the 6x gain. I have the same situation in FB. Bought about 18 months ago at $22. I think it will dominate for year's to come, but do I get greedy? I guess that is why pros buy downside protection which allows their winners to run without worrying about the downside.
    Oct 30 05:40 AM | Likes Like |Link to Comment
  • Gilead Sciences (GILD) Q3 2014 Results - Earnings Call Webcast [View article]
    Your chance was 12 months ago....
    Oct 28 05:50 PM | 1 Like Like |Link to Comment
  • When Opportunity Knocks, It's Wise To Open The Door - Low Valuation Trumps Growth [View article]
    I agree with you txwoodworker. They have more problems than the menu...namely perception and that is a HUGE problem. For those that have suggested they can change the menu to accommodate what the public wants- I agree. But, I think they have an image problem. They are viewed as unhealthy and many people have moved on. Don't get me wrong...this is a hugely successful business that generates tons of cash and will for a long time. Having said that, growth is going to be an issue. Can they reinvent themselves? Sure...but for those that blindly say "they will be fine" are missing a massive shift in the consumer. Why are organic stocks like Annie's (recently acquired) selling for huge multiples? Is it a fad? No. It is here to stay. That is where the growth is in the food industry. MCD can get on board or continue to produce substandard results.
    Oct 25 02:20 PM | 1 Like Like |Link to Comment
  • When Opportunity Knocks, It's Wise To Open The Door - Low Valuation Trumps Growth [View article]
    Sounds like your grandson should stick to indexing.
    Oct 25 02:10 PM | 3 Likes Like |Link to Comment
  • Buy TD Bank On Price Dips And Hold [View article]
    Decimated? Were you around in 2008? A 7% decline is ANY stock is worth nothing more than a yawn as long as the fundamentals are intact. Down 20% would get my attention...not 7%. Besides, this isn't company specific. Pick any large cap stock and they are all down in the past few weeks. This is market weakness not TD weakness.
    Oct 25 11:03 AM | Likes Like |Link to Comment
  • Solid Results For Boeing, Record Backlog Is 20x Quarterly Revenues [View article]
    They are losing money on every Dreamliner. It doesn't matter how orders look. You have to actually turn a profit on the plane you pinned your future to...
    Oct 22 05:35 PM | Likes Like |Link to Comment
  • Yandex's Business Remains Strong Despite The Ukraine Crisis [View article]
    Yes...I agree. I would also add that even though YNDX is trading at a reasonable valuation that it isn't "dirt cheap" relative to other Russian stocks. What is their market selling for...like 6x earnings? That is a far cry from 19x next year's earnings. I realize it is growing a lot faster too, but that doesn't seem to matter at the moment. Like I stated earlier...I think this can get to a 13-15 P/E real easily. Hope not for my sake. That would equate to a share price of around $18.
    Oct 10 07:38 PM | Likes Like |Link to Comment
  • Yandex's Business Remains Strong Despite The Ukraine Crisis [View article]
    Well...today's tape says otherwise. I feel your pain. The scary thing, for me, is this is done on no news. I knew it could get massacred if Putin got stupid, but wasn't expecting this sell off based on the US market action. I think it can go a lot lower. I hope not, of course, but...
    Oct 10 04:22 PM | Likes Like |Link to Comment
  • Yandex's Business Remains Strong Despite The Ukraine Crisis [View article]
    Is anyone adding on this weakness? I know 81George isn't....he is, apparently, boating at our expense:)
    Oct 8 11:09 AM | Likes Like |Link to Comment
  • TD Bank Shines For Its Shareholders Again [View article]
    User 286,

    Nothing wrong with reassessing a position. I guess, for me, it would come down to whether the decline was sector / market event or just TD. If all (or most) banks were down 10% I would add without hesitation. If the decline was company specific- that would get my attention. You are getting a nice dividend to wait too.
    Oct 7 09:31 AM | 1 Like Like |Link to Comment
  • CDC meets flight after passenger shows possible Ebola symptoms [View news story]
    Yeah....I would probably recommend stuffing that poor soul into an overhead bin until we landed. Can you imagine sitting next to them when he/she said "I am just getting back from Africa and am hemmoraging blood for some reason". That would be a LONG flight.
    Oct 5 03:22 PM | Likes Like |Link to Comment
  • AeroVironment: The Newsflow Is Increasingly Supportive [View article]
    Although I agree with a lot of what you said, you didn't mention the valuation. This is not a cheap stock. What is fair value based on the upper end of the earnings range?
    Oct 4 06:44 AM | Likes Like |Link to Comment
  • Yandex's Business Remains Strong Despite The Ukraine Crisis [View article]
    Awesome reply. Enjoy the boat!!!!
    Oct 1 09:06 PM | 1 Like Like |Link to Comment
  • Yandex's Business Remains Strong Despite The Ukraine Crisis [View article]
    Good for you. Don't break your arm patting yourself on the back. An idiot could see that Russia is in a negative trend over the short term. Who cares about 18%? That is chump change.
    Sep 29 04:23 PM | Likes Like |Link to Comment
COMMENTS STATS
645 Comments
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