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  • Gilead Is An Avoid [View article]
    The fact is that it is a company's ability to set prices as they wish that allows them to devote the money to the R&D that will produce the treatments we all want. Some seem to think that this will still happen (by magic?) when/if an outside authority imposes a "fair" pricing system. Only if that authority eliminates the risk of research. I haven't seen that work in pharma anywhere.
    Mar 22 02:24 PM | 1 Like Like |Link to Comment
  • Gilead Is An Avoid [View article]
    "Speculation in profitless companies..." Isn't this article about GILD? Profitless? You may be right about IBB, but not GILD.
    Mar 22 02:19 PM | 2 Likes Like |Link to Comment
  • Gilead Is An Avoid [View article]
    "...within reason."

    That's the problem in a nutshell. I won't accept your reason any more than you accept the rationale currently in place.
    Mar 21 11:53 PM | 1 Like Like |Link to Comment
  • Gilead Is An Avoid [View article]
    ..."and sell it at a lower cost because they can afford to." What - not because you would support forcing them to?
    Mar 21 04:59 PM | Likes Like |Link to Comment
  • Gilead Is An Avoid [View article]
    If technical analysis is your only rebuttal, why the gloss about fundamentals? Selling broken support levels (by whichever arcana or chicken bone reading method you choose) is a demonstrably losing strategy. Read charts objectively and you can easily see that. To repeat my rebuttal (spoken elsewhere on SA) of your fundamental argument:

    If anyone thinks congress will do anything but posture, they should consult a counselor.
    Mar 21 04:56 PM | 3 Likes Like |Link to Comment
  • Democrats query Gilead over Sovaldi pricing [View news story]
    Well, I'm up big time from selling near term $65 puts at $1.86 this morning. If anyone thinks congress will do anything but posture, they should consult a counselor.
    Mar 21 01:28 PM | 1 Like Like |Link to Comment
  • After hours Gainers / Losers [View news story]
    AH (amateur hour) pop on DLR? Somebody hear something?
    Mar 21 01:48 AM | Likes Like |Link to Comment
  • HollyFrontier: A Value, Income, And Momentum Buy [View article]
    Thanks for a very comprehensive article. I have a couple of comments to offer:

    The conference call noted that revenue (thus profit) lost from downtime was a factor, but didn't quantify it. I understand from other sources that it was around $375mm. While there are always maintenance turn-arounds, 2013 was especially heavy in lost opportunity cost.

    I'm not sure it is useful to compare refiners (or integrated oil companies, for that matter) to the broader market on the basis of PE. They tend to command lower multiples pretty much all the time. An industry group comparison might be more informative.

    Thanks again for a great article.
    Mar 20 01:25 PM | 1 Like Like |Link to Comment
  • Cimatron - Entering The 3-D Printing Software Market With Record Growth And Trailing P/E Of 16 [View article]
    Look up gadfly in the dictionary.
    Mar 20 11:16 AM | 2 Likes Like |Link to Comment
  • J.C. Penney: A Common Sense Approach To Stability [View article]
    Sorry mojo. I misinterpreted the comment to be about JCP.
    Mar 20 11:14 AM | Likes Like |Link to Comment
  • Shell to bundle loss-making North American shale ops in restructure [View news story]
    "Shell bundles up lossmakers to achieve turnround."

    Put 'em all together in one losing basket?
    Mar 19 09:51 PM | 1 Like Like |Link to Comment
  • How Networking Helps Digital Realty Distance Itself From The Competition [View article]
    "Retrofitting an existing data center to manage the power and cooling required can be prohibitively expensive."

    True if you really mean "can be." Any properly designed data center (DLR modular designs in particular) should not have vey much problem implementing such an upgrade, and since they're paid on a Kw basis, a new lease with increased requirements would have them amortized in the rate. Now, if you're talking about Ubiquity, the comment is on target.
    Mar 19 12:46 PM | Likes Like |Link to Comment
  • Why I Bought China Mobile This Week [View article]
    "It’s hard to make a positive case to invest in China Mobile right now"

    Based on his analysis, no telecom would be a good investment. All of them face the exact same pressures. Sorry, but I don't file CHL or VZ under the same investment class as Spotify or WeChat.
    Mar 19 09:10 AM | Likes Like |Link to Comment
  • Things Look A Little Shaky For Philip Morris [View article]
    The headwind effects are the same as experienced for the past 10 years. Further, the currency effects are a good reason to own PM: no one will complain when they reverse, or when there are profits from hedges (as is usually the case). I'd like to see empirical data that shows a diminishment in revenue from price increases. Brand loyalty is very powerful in this space.

    Disclosure: Short PM puts (hoping to be assigned for quite some time now).
    Mar 18 08:30 PM | Likes Like |Link to Comment
  • Intel's Economic Moat [View article]
    EK-S, I think the rule stating "No business solicitations or advertising" is violated when a registration is required to view linked material. Every time I've reported this (when there was clearly no other purpose for the link) SA has removed the comment(s) even when no login was required.

    Incidentally, a log in to a webinar is SOP even for earnings calls, so I don't think the concern would apply. Maybe someone wants to test it in this case, but I don't. :) Thanks again.
    Mar 18 11:41 AM | Likes Like |Link to Comment