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maven pharm

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  • 3 Reasons Why Coca-Cola Is A Top Anchor In Our Portfolio [View article]
    Ok get Warren Buffett on the phone immediately and tell him that the Coca Cola Co should acquire Whitewave Foods;it is a tremendous company with delicious products and would complement Coke perfectly. Personally I do not drink Coke anymore; maybe because I am older and my tastebuds have altered. Too much sugar or too many additives in sugar free; but regardless Coke is a win for everyone; great franchise. But ready for an acquisition like WhiteWave Foods
    Apr 13, 2015. 02:25 PM | Likes Like |Link to Comment
  • Analysts Bullish On WhiteWave Foods [View article]
    Whitewave Products are absolutely delicious and relatively healthy.They just bought So Delicious Foods. Also a great company with delicious products.The PE appears high but long term holders I think will make money on this stock. The taste is better than all competitors.I would recommend The Coca Cola co acquire them.
    Apr 13, 2015. 02:20 PM | Likes Like |Link to Comment
  • Rite Aid Is Likely To Be Acquired, Just Not By Kroger [View article]
    The reason I suggested that Wal-Mart purchase Rite-Aid is because in large cities Wal-Mart pharmacies have no critical mass. What I mean usually Wal-Mart pharmacies are in outlying suburban areas and they are spread around a large area. If Rite -Aid was bought out by Wal-Mart and changed to mini Wal-Mart stores they would have so many existing pharmacies in each city that they could be a viable competitor to Walgreens and CVS. The new mini Wal-Mart's would than pick up the existing prescription business from Rite-Aid and there stores would be profitable.
    Apr 9, 2015. 02:47 AM | Likes Like |Link to Comment
  • Is Biogen A Buy? An Analysis Of Its Growth Drivers And Challenges [View article]
    Very well written organized article ; easy for layman to understand. Looks like Biogen Idec is a great long term investment.
    Apr 9, 2015. 02:40 AM | 1 Like Like |Link to Comment
  • Is Biogen A Buy? An Analysis Of Its Growth Drivers And Challenges [View article]
    Very Organized article and clearly stated for lay person. I looks like Biogen Idec is a great long term hold.
    Apr 9, 2015. 02:39 AM | 2 Likes Like |Link to Comment
  • Rite Aid Is Likely To Be Acquired, Just Not By Kroger [View article]
    The one point I do not understand about CVS and Walgreen Boots is there Price earnings ratio. It appears rather frothy to their historical PE when they were doing much better as far as front end sales.I mean now you have all those dollar stores and big box stores which undercut CVS and Walgreen on all items so you would think the PE ratios would not climb so high. Also the insurance companies are lower the profit margins that the pharmacies make on prescription. So I do not think their profitable on prescriptions sales are as high as they once were. CVS and Walgreens have completely different personalities and store policies. It appears CVS is the most successful . But going back to Rite Aid; I own some shares but I look at this investment as long term.
    Mar 31, 2015. 09:55 AM | Likes Like |Link to Comment
  • Rite Aid Is Likely To Be Acquired, Just Not By Kroger [View article]
    Wal-Mart acquisition of Rite-aid and transformation into Mini Wal-Marts would make a lot of sense. Many people who have prescriptions that live in large cities have a limited choice of Wal-Marts in their area. So to fill or refill a prescription they have to drive long distances; but by acquiring Rite-Aids that have many locations in one city a person would have more options of filling their prescription close to their home. Also Wal-Mart would increase their customer base in large cities and possibly their mail order business.It is a good match. I have thought about this awhile now.
    Mar 30, 2015. 10:18 AM | Likes Like |Link to Comment
  • Rite Aid Is Likely To Be Acquired, Just Not By Kroger [View article]
    This talk is all nonsense. The Rite-Aid can make it by intelligent choices in management. They have the locations around the country. But their management has been so poor and possibly those in control have a vested interest in maintaining the status quo. But especially in today's market a large chain pharmacy with the right team pushing in the right direction will make a lot of money. I would buy Rite-Aid and hold it for 24 months and see if it can reinvent itself. There lies its true value.
    Mar 30, 2015. 09:54 AM | Likes Like |Link to Comment
  • Starbucks Stock Split Could Create A Better Entry Point [View article]
    I go into Starbucks constantly; but one thing I have noticed; even with all their success they have become greedy. They raised the priced of a cup of tea by about 15% and changed suppliers to teavo from Tazo. Tazo is better. I mean if I am going to pay $2.47 for a cup of tea I am not going to Starbucks as much as I have. ALso Teavana taste does not seem to be as good as Tazo. I like going in so I can use my Laptop. But I think greediness could spell disaster at Starbucks. The company still is a cash cow and I agree it will continue to be a good investment but as a customer they are doing some things that turn me off. Likely some people will feel the same way. I could be wrong though.
    Mar 29, 2015. 08:19 AM | Likes Like |Link to Comment
  • Rite Aid Is Likely To Be Acquired, Just Not By Kroger [View article]
    Take over talk over by other big pharmacy chains is not going to happen. CVS and Walgreens share locations within blocks of other Rite Aid Locations.Why would they want to acquire a company that has been poorly run for years now. For reasons unknown Rite-Aid has done everything wrong even when all retail pharmacies were booming. It management appears grossly mismanaged. So really I expect the price of the stock to rise if only there mismanagement issues are addressed and resolved. Jury still out. But if they do that they do not need to be acquired they could stand alone. The second scenario is the likely one.Yeah I agree Rite Aid might be a good investment without being acquired but they must drastically improve management. The only way Walgreens or CVS wouldwant them is for next to nothing. I wish them success.
    Mar 29, 2015. 08:10 AM | 3 Likes Like |Link to Comment
  • Lpath: A Binary Situation With Odds In Investors' Favor [View article]
    The concept or the pharmacological mechanism is fascinating enough; but does it work. The stock is cheap due to failure of a study that was announced yesterday. But Human Genome Sciences dropped to $1.25 per share before it began rising and was eventually acquired. So who knows; this company could be great in 5 years. So yeah; interesting investment. Thanks for the great chemistry lecture.
    Mar 25, 2015. 02:08 PM | 1 Like Like |Link to Comment
  • Celgene: An Absolutely Excellent Company With An Absolutely Terrible Valuation [View article]
    You do not know what agreements Celgene has with small biotech companies, agreements to market their drugs if approval is given by FDA. Celgene could easily sport a 30 P/E ratio with the right partnerships; I say the upswing will continue
    Mar 20, 2015. 05:18 PM | 5 Likes Like |Link to Comment
  • Don't Rule CVS Out In The Rite Aid Sweepstakes [View article]
    No I disagree; I do not think Walgreen Boots or CVS wants Rite Aid. To declare that Rite -Aid was a poorly run pharmacy is an understatement. For so many years all these stores in large urban areas and could not make them profitable. But what would make sense to me; would be for Wal-Mart to buy them out;keep the pharmacies and use the rest of the store as a mini Wal-Mart.
    Mar 20, 2015. 05:12 PM | 7 Likes Like |Link to Comment
  • Starbucks Stock Split Could Create A Better Entry Point [View article]
    Yes, Does Howard Schultz ever have the winning formula. The crazy stuff about discussing race when you come in for tea or coffee is ridiculous,unless he is going to hire staff just to do that specific thing; and many people just want in and out. But he has talent for creating high profit margin items in the store. And yeah who would not want to keep on accumulating Starbucks.
    Mar 20, 2015. 05:09 PM | 2 Likes Like |Link to Comment
  • Celgene: An Absolutely Excellent Company With An Absolutely Terrible Valuation [View article]
    I would say your assumptions are not correct. Celgene is such a huge biotechnology firm that you have not included all the partnerships they have formed to with smaller biotechnology firms to develop and co-market new drugs. Some of these new compounds might be a large boom to the company. Since the company is growing at such a large percentage , I would say a pe of 30 is reasonable and with new drugs coming on line or new uses for old drugs there is reason to believe Celgene will go higher from here. My prediction $180 per share in 18 months. So buy Celgene.
    Mar 20, 2015. 04:54 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
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