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  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    Thanks, DoctoRx, for your extensive reply. I was thinking of increasing my already large position in CELG but will probably now add to my large GILD position instead ;-)
    May 2, 2015. 03:08 PM | Likes Like |Link to Comment
  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    DoctoRx, an article by you on competing pipelines would be invaluable. My eyebrows rose when I read an earlier claim (can't find it) that GILD has 30 drugs in Phase II and Phase III. Here is an article you may have missed but which clearly shows CELG and AMGN with far larger pipelines:

    http://bit.ly/1CFOhuA

    Scroll down to the chart showing GILD's 19 drugs in II and III, compared with CELG's 27. Clearly the targeted illnesses are important, since one single blockbuster may yield more profits than 20 other approved drugs, so no chart accurately reflects R&D efficacy and prospects. But a think a comparative analysis (if you have the time) would be one of the most useful you have written (and you've written many!).
    May 2, 2015. 12:29 AM | Likes Like |Link to Comment
  • Glu Mobile's Tencent Engagement Means The Short Squeeze Is On [View article]
    faslam, you are right, Q2 could be tough and provide a trading opportunity. But what happens if GLUU meets Q2 expectations? Well, everyone and everyone's grandmother feels H2 2015 will be exceptionally profitable (Jenner Sisters, K.Perry, 15 additional games), so are you willing to liquidate based on negative assumptions about Q2 and risk missing the next 100 - 200 % rise?

    We also have no idea how fast the Tencent investment and strategy will affect the bottom line: Remember how the success of KK caught investors by surprise? This isn't a drug developer with complicated PhaseI/II/III trials: Just a few new releases (maybe even in Asia) and a climb up the charts could cause the stock to rocket again unexpectedly in a single day. GLUU has a proven track record and minimal cost platform. I wouldn't bet on weakness.
    May 1, 2015. 12:29 PM | 6 Likes Like |Link to Comment
  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    DoctoRx, the punchline reminds me of when I was a student (hundreds of years ago!) and I saw an advertisement for the Rolls Royce Phantom V that detailed all its technical specifications, but the following spec was what really caught my eye:

    Acceleration and Top Speed: Sufficient.

    Keep up the great work. I am heavily invested in GILD and CELG, with substantial positions also in AMGN, ABBV and BIIB. I don't care how high these stocks have risen, I believe we are simply witnessing a breather before the next leg up. Any pullbacks are for accumulation.
    May 1, 2015. 10:52 AM | 1 Like Like |Link to Comment
  • Gilead Sciences' (GILD) CEO John Martin on Q1 2015 Results - Earnings Call Transcript [View article]
    The market isn't rigged. Investors are stupid.
    May 1, 2015. 12:25 AM | 6 Likes Like |Link to Comment
  • Glu Mobile's Tencent Engagement Means The Short Squeeze Is On [View article]
    Good comment. Just as many longs held on to their losing positions, similarly many shorts will be praying for a reversal. The only difference is that the longs know their absolute maximum possible loss, whereas the shorts are literally writing Puts and will have to cover sooner or later.

    Longs can go from (for example) $ 5 to zero (Bankruptcy). Shorts may have to cover at $ 6 .... $ 10, ..... $ 20, ..... $50, ..... $ 100 ......

    Sooner or later the shorts simply have to fold. Are there any Amazon shorts still holding onto their positions entered at $ 1?
    Apr 30, 2015. 03:01 PM | 2 Likes Like |Link to Comment
  • Glu Mobile's Tencent Engagement Means The Short Squeeze Is On [View article]
    Good article. This morning I raised my long-standing target of $ 8 to $ 60 which is not a figure I simply snatched out of the sky:

    China's population is 5 x U.S., but what I call "mobile obsessiveness" is arguably 10 x the U.S..

    The Tencent deal will snare stars and socialites of the world's largest, most mobile-crazy population. The stock will fly because of developments in languages we don't understand! Stop thinking just U.S.A.. There are bigger and far more lucrative markets out there.

    Kudos to Di Masio!

    And good riddance to the Shorts!
    Apr 30, 2015. 11:34 AM | 4 Likes Like |Link to Comment
  • Nokia shares nosedive on plunge in networks profit [View news story]
    I can't believe how short-sighted the skeptics are. This morning I bought both NOK and ALU shares in Europe and luckily caught the lows on both. But I am prepared to average down if they decline further.

    NOK and ALU are a natural fit: NOK has a world class patent portfolio coupled with financial strength, while ALU has the Best In Class technology and wins orders from the world's biggest telecoms as easily as breathing.

    Together they will be gigantic. If for any reason the merger fails, then NOK's price will go back to pre-merger levels and ALU will double overnight.

    Win-Win.
    Apr 30, 2015. 07:58 AM | 10 Likes Like |Link to Comment
  • Glu Mobile's (GLUU) CEO Niccolo de Masi on Q1 2015 Results - Earnings Call Transcript [View article]
    I don't like her either, but she's a legend and you have to see how many followers she has. Even if you're right I think GLUU Management can afford one bad decision after 10 consecutive home runs! Give Di Masio some slack!
    Apr 30, 2015. 07:49 AM | Likes Like |Link to Comment
  • Alcatel-Lucent Technology May Be Too Sensitive For Government Regulators To Let Go [View article]
    I disagree completely with this article which reflects the general failure of most investors to see the Big Picture.

    I am invested in both and happy to average down heavily the lower they go. Both shares will rise long term in either shape or form, whether as a joint powerhouse or as stand-alone entities.

    So I could not care less whether the merger is approved or disapproved.
    Apr 30, 2015. 02:17 AM | Likes Like |Link to Comment
  • Should Alcatel-Lucent And Nokia Investors Worry About AT&T's Near Complete IP Network? [View article]
    I am invested in both and have my GTC orders in place to average down HEAVILY in case of further weakness. Either individually or jointly, both stocks will do very well long term.
    Apr 30, 2015. 02:07 AM | 1 Like Like |Link to Comment
  • SAN Recapitalization Will Be Beneficial Long Term [View instapost]
    Well done, Debutant, the secret to investment success is discipline.
    Apr 28, 2015. 10:57 AM | Likes Like |Link to Comment
  • SAN Recapitalization Will Be Beneficial Long Term [View instapost]
    Thanks, Vincent, I agree, there are always better opportunities out there, but let's get the most out of SAN while the prospects are still so good.
    Apr 28, 2015. 08:02 AM | Likes Like |Link to Comment
  • SAN Recapitalization Will Be Beneficial Long Term [View instapost]
    Yeah I know, I'd like to ask that guy who recently wrote that nonsensically bearish article if he has any cells in his brain.

    Spain will get even better. Rajoy just raised GDP expectations this year from 2.2 to 2.9 %. It wouldn't surprise me if we surpass 3 % as there is a lot of pent-up and delayed investment that will now climb on board after a 6-year lapse. Brazil is also sounding bullish again. This year should be great for SAN. I am fully invested.
    Apr 28, 2015. 07:33 AM | Likes Like |Link to Comment
  • SAN Recapitalization Will Be Beneficial Long Term [View instapost]
    Excellent quarterly results:

    http://nyti.ms/1zj2z5d
    Apr 28, 2015. 07:04 AM | Likes Like |Link to Comment
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