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LonelyInvestor

LonelyInvestor
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  • Lockheed Martin: Well Positioned For Growth [View article]
    The F35 is a game changer but we are supplying it to our allies. How long do you think before Chine will steal the software?
    Jan 22, 2015. 04:16 PM | 1 Like Like |Link to Comment
  • DoctoRx Positions For 2015: I Have Cut Back On My Exposure To All Biotech Substantially [View article]
    Great interview/responses. Doc, I am surprised at your backing-off of bio-techs. I agree that the sector is risky and requires great due diligence but this environment is where your background should be even more of an asset.

    I call bio-tech investing like playing with a cobra. You better know what you are doing and never lose focus .... your comments.
    Dec 30, 2014. 02:45 PM | 2 Likes Like |Link to Comment
  • Why I Trimmed My Position In Altria [View article]
    MO is my only constant in my portfolio. I am not investing in what my best management ever. I am not usually this trusting.
    Oct 23, 2014. 11:15 PM | 1 Like Like |Link to Comment
  • A Review Of Gilead's Harvoni, And Competitive Considerations [View article]
    Doc, you continue to keep us informed on this miracle development. It feels so good to hear from former Hep-C infected people.

    Have been FOLLOWING you for 4 months and you are DA'MAN.
    Oct 15, 2014. 03:04 PM | 2 Likes Like |Link to Comment
  • Ctrip 2Q2014: Short-Term Pain, Long-Term Gain [View article]
    What.... Is your Hedge Fund Short CTRP? CTRP is killing all travel competition in China. THe company has described its strategy and is exceeding
    its plan. The company also exceed its street targets. When a company is employing a heavy investment strategy, the P/E will be higher. Can you say Amazon or Netflix.

    Next time that you make a call which defies all business sense, state you name and at least own the call.
    Aug 1, 2014. 02:41 PM | Likes Like |Link to Comment
  • A Re-Analysis Of Gilead After Q2 Results And The Early Idelalisib Approval [View article]
    DoctoRX, I don't normally give this kind of praise, but this one of the best articles that I have read on SA. Effective bending of general information, gleaned opinions backed up by financial results ..BRAVO
    Jul 24, 2014. 09:25 PM | Likes Like |Link to Comment
  • Ross Stores: Undervalued Despite Strong Growth [View article]
    Thanks for reply.... I agree that ROST is a long term buy. Not that I am a slave to the technicals but I will wait for the stock to climb above the 50-day. The hedge fund guys ARE slaves to technical analysis.
    Jul 16, 2014. 09:49 AM | Likes Like |Link to Comment
  • Ross Stores: Undervalued Despite Strong Growth [View article]
    I made money on ROST the last time it went to eighty. Your article is interesting but the ROST chart shows no tendency to break its strong down trend. ROST and TJX both benefited from thirty buying habits of last year. I don't see this trend coming back in the near future.

    Your comments?
    Jul 15, 2014. 10:17 AM | Likes Like |Link to Comment
  • Why I Sold My Shares In Altria [View article]
    Invariably, after a run like this, the stock falls back 10-15%. I want to make this money also. The PUT is not defensive but an offensive play.
    Jun 16, 2014. 12:39 PM | Likes Like |Link to Comment
  • Why I Sold My Shares In Altria [View article]
    You are right that the stock looks very over bought here but I have learned to trust the MO management. I don't know of another stock to anchor my portfolio MO. I will not sell but I am protecting the position with PUTS.
    Jun 14, 2014. 11:51 AM | Likes Like |Link to Comment
  • Gilead Sciences' Solvadi Is A Game Changer [View article]
    Great article but you didn't comment on the competition. Sovaldi seems to have significant competition form the Pfizer alternations.

    Can you comment.....
    Apr 14, 2014. 04:56 PM | 1 Like Like |Link to Comment
  • Polaris Increased Its Dividend 14% Last Quarter, But Is It A Buy? [View article]
    Nice analysis. I was looking to get back in PII. After reading your article, I will wait and watch. Again, great article.
    Mar 27, 2014. 12:02 AM | Likes Like |Link to Comment
  • Gilead Sciences Inc. Still Offers 20%+ Upside In 2014 [View article]
    Can anyone comment on GILD not including Sovaldi in next quarter projections?
    Feb 24, 2014. 03:26 PM | 1 Like Like |Link to Comment
  • Lockheed Martin: Suitable For Both Income And Growth Investors [View article]
    Don't forget the F35. Although there are problems, the military must have this airplane. The project is over cost by at least $160B and rising. Sounds like a 4 to 5 year annuity for Lockheed. There is no question that the F35 obsoletes every other fighter aircraft existing or under development. Ca-Cling
    Feb 21, 2014. 10:40 PM | 1 Like Like |Link to Comment
  • Why To Invest In Baidu? [View article]
    Sorry, I mean P/E alone. PEG would be a better single indicator. BIDU at 1.34 and QIHU at 1.25. This comparison Show that both stocks have a P/E that is consistent with their growth. I would still prefer BIDU because it is a more dominating force in the space. I think that QIHU's P/E and growth rate are higher because their are coming from lower base. BIDU has 5.6B in revenue growing at 42% and QIHU as .6B growing at 124%.

    I am still afraid of Chinese stocks in general. If you are going to play why go with the what appears to be best-of-breed.
    Feb 16, 2014. 03:40 PM | Likes Like |Link to Comment
COMMENTS STATS
89 Comments
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