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  • Gilead guides to slight decline in 2016 revenues  [View news story]
    You mean like when Congress wanted to impose an "excessive profit tax" for oil companies when oil was trading at $140 per barrel. Did that happen...ah....no. Price fixing rhetoric might get Clinton elected, but the Republican Congress will neuter here the same way it has Obama. What has he been able to do about gun control? Zero. He beats the drum and nobody cares. Drug prices will be the same. Just wait.
    Feb 2, 2016. 06:47 PM | 6 Likes Like |Link to Comment
  • Facebook sets 2016 spending guidance; shares now up 12.3%  [View news story]
    Johan,

    Are you seriously going to compare FB with the dot.com stocks? That is laughable. Those companies had no earnings. Consumer staples? What does that have to do with anything?
    Jan 28, 2016. 11:18 AM | Likes Like |Link to Comment
  • Facebook sets 2016 spending guidance; shares now up 12.3%  [View news story]
    I over payed for FB years ago at $22. Great businesses never get cheap. Look at SBUX. I am up close to 500% in short order. Easy.
    Jan 28, 2016. 07:40 AM | Likes Like |Link to Comment
  • Facebook sets 2016 spending guidance; shares now up 12.3%  [View news story]
    Insane valuation? LOL. I think you meant Amazon. FB going MUCH higher. Total domination. No competition.
    Jan 28, 2016. 07:39 AM | Likes Like |Link to Comment
  • Will Under Armour Recover?  [View article]
    lulu isn't beating UA at anything. The only hurdle UA has is valuation. Growth isn't an issue...the high multiple is the issue.
    Jan 26, 2016. 11:08 PM | 9 Likes Like |Link to Comment
  • Under Armour Has Fallen Enough Now To Make It A Good Long-Term Investment  [View article]
    Yes...that's true as long as the price remains constant while that is happening. It will take a lot of time for the stock to grow into that multiple.
    Jan 7, 2016. 11:12 AM | 4 Likes Like |Link to Comment
  • Under Armour Has Fallen Enough Now To Make It A Good Long-Term Investment  [View article]
    I would need to make a heck of a lot more than 7% per year to risk buying a stock with a 60 multiple. No thanks. Great company, but the stock is laughably expensive. Nike at 30x is insane as well. People are about to get taught a lesson in what happens to high multiple stocks when the wheels come off the wagon (recession).
    Jan 7, 2016. 10:21 AM | 2 Likes Like |Link to Comment
  • Gilead: Trouble Down On The Pharm?  [View article]
    I get your point, but lowering the price won't double the customer pool. These aren't cars they are selling. Hep C patients don't say "That's too expensive...I'll take a pass on not dying." Lower prices for GILD drugs will affect the bottom line negatively. It won't be offset by volume increases.
    Dec 7, 2015. 07:59 AM | 4 Likes Like |Link to Comment
  • Buy Allergan Before It's Too Late  [View article]
    $26....great. I can go to Starbucks....twice.
    Nov 25, 2015. 07:51 AM | 3 Likes Like |Link to Comment
  • Valeant Crashes Again - Some Comments  [View instapost]
    Which speaks to how smart Allergan was when it turned hostile. They knew Valeant's model sucked. Ackman and Valeant are prefect for one another.
    Nov 5, 2015. 12:35 PM | 1 Like Like |Link to Comment
  • Why Buffalo Wild Wings Is A Risky Bet At $160  [View article]
    A bit worse? Like...Say...50% worse. Makes them look as if they don't know the business very well.
    Oct 29, 2015. 06:52 PM | 1 Like Like |Link to Comment
  • Biogen's commercial chief bids adieu  [View news story]
    DoctorRx...do you currently hold BIIB in your portfolio?
    Oct 9, 2015. 03:49 PM | Likes Like |Link to Comment
  • Ford reaches key agreement with workers at F-150 plant  [View news story]
    I work at a Fire Dept. and that is complete BS. Wow.
    Oct 3, 2015. 01:15 PM | 5 Likes Like |Link to Comment
  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4  [View article]
    Eric...

    Do you REALLY think Amazon can't be profitable whenever they want? Why do you think they are afforded the outrageous valuation? It's because everyone knows the "no earnings" game is a sham. They are growing the business and care little of the bottom line. I know that annoys some, but it hasn't hurt the stock performance.
    Oct 3, 2015. 01:11 PM | 6 Likes Like |Link to Comment
  • Dear Tim Cook, Amazon Just Banned Your Apple TV 4  [View article]
    You seem sure that Amazon has the right to ban the competition. I am not as confident. Microsoft did this with Netcape and lost the anti-trust case. Now, there are definitely some dissimilarities (Microsoft had over 90% of the business and a clear monopoly at the time). I wouldn't be surprised, though, if this is litigated.
    Oct 3, 2015. 01:09 PM | 3 Likes Like |Link to Comment
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