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Qniform

Qniform
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  • Express Scripts Trying To Shame Gilead Into Reducing Sovaldi Price: Who Is Really The Greedy One? [View article]
    Thanks for pointing out that Express Scripts isn't Robin Hood. Incidentally, when you said "Regardless, I was humored by Dr. Miller's comments..." I think you meant amused rather than humored.
    Apr 9 01:12 PM | 1 Like Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    I found something on this. See this article http://huff.to/1g7dUWC, and the linked study http://stanford.io/15E....

    Was this the one memshu?
    Apr 9 11:02 AM | Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    The U.S. was 27% of CIMT revenue in 2013. They don't break out profit by region as far as I can see. Drummed parochial views about one product in the U.S. have little to do with the investment case writ large.
    Apr 8 01:47 PM | 2 Likes Like |Link to Comment
  • Want Real Estate Exposure Similar To Realty Income? Buy Tesco [View article]
    Tesco is not remotely comparable to Realty Income, but perhaps you were simply seeking page views. I do think it is a timely investment given the sale of Fresh & Easy, and the Asia expansion. The banking operation worries me, since it may expose the company to losses not matched by the profit achieved. Worth a look. I think it is a better hold on the London exchange, denominated in GBP (TSCO.L).
    http://bit.ly/R0WBkE
    Apr 8 01:05 PM | 1 Like Like |Link to Comment
  • 3D printing stocks hit hard as momentum rout continues [View news story]
    Ummm, CIMT is not really a 3d printing stock - yet at least. It's currently a great smallcap value stock, with incremental 3d revenues just beginning as it adds features to existing products.
    Apr 8 11:49 AM | Likes Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    Nice down-to-earth perspective, TMT.
    Apr 8 11:45 AM | Likes Like |Link to Comment
  • A Physician-Businessman's Views Of Gilead, With Emphasis On Sovaldi [View article]
    A nicely balanced article. Expert and well presented. I'm long GILD via $65 puts. I hope they are exercised.
    Apr 8 03:01 AM | Likes Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    Of course, that was my meaning. But $9 a share is ridiculous, and the options market apparently agrees. Look at put premiums.
    Apr 7 05:29 PM | Likes Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    Me too. I find investing in companies that also make money to be the most reliable way to do that. JCP certainly doesn't fit that description at this point.
    Apr 7 01:43 PM | 1 Like Like |Link to Comment
  • House Democrats target Gilead for high price of Sovaldi [View news story]
    trustcamy, you have repeated my description of the situation, and I don't see a solution in what you say. BTW, there is one inaccuracy in your comment - patent protection (pretty much world wide) came along before this industry became what it is, so singling it out as receiving undue protection is unwarranted. As for the political clout you mentioned, the U.S. is the only place where freedom to influence government exists apparently. If one doesn't like the downside of that, there are places where you can give up that right and Americans also have the freedom to relocate - at least for the time being.

    I'm not surprised that any company fights to protect a source of profit. I've acknowledged the unfairness that this market supplies a disproportionate share of the profits which allow the benefits of R&D to continue, but I have seen no similar acknowledgement that the proposed "solutions" in these comments ignore the market realities which got us to this point.
    Apr 7 01:40 PM | Likes Like |Link to Comment
  • Defy Putin By Making A 50% Return On CTC Media [View article]
    It is far too early to discount the political risk in this equity.
    Apr 7 01:27 PM | Likes Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    Turnaround is a business term DC. From what I see in your comments, you don't invest in businesses - you speculate in stocks, so you might use the term differently. It's cool. To each his own.
    Apr 7 01:26 PM | 1 Like Like |Link to Comment
  • Rayonier Yields 4.31%, But Is It A Buy? [View article]
    While presented as a timber company, Rayonier is primarily a producer of cellulose specialty fibers (around 80% of revenue). It might be better to think of that unit being the one spinning off the physical assets, the REIT itself, despite the smaller business retaining the name. I will certainly continue to hold the REIT, but the fibers business is rather less diversified than I like. We'll see how the value at break-up looks.
    Apr 6 12:57 PM | Likes Like |Link to Comment
  • Darden: Dividend Darling To Drop? [View article]
    ARG1, really the only thing that might support your conclusion is that the stock price is back above the mid-point of its intermediate term trading range. YoY revenue, EPS & are still down, and debt is higher. There has been some stabilization and signs of recovery but DRI vulnerability is still as described in the article. I agree that the DGI crowd (as I said above) sold at the wrong time based on the stock price, not on fundamentals - which had deteriorated months before the price drop on earnings.
    Apr 4 01:01 PM | Likes Like |Link to Comment
  • J.C. Penney: Time To Buy The Spectacular Turnaround [View article]
    memshu, was that study was published yet? I'd love to read it. It sounds like a formal presentation of something I always thought of as my "tap-dance meter."

    I have access to EBSCOHOST and GALE digital libraries if it is an academic resource. I'd just need an author or institution keyword (assuming it's available).
    Apr 3 11:42 AM | Likes Like |Link to Comment
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