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  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    Ted, owning GILD is like the owning the old family car and you have fixed it so much, you finally sell it. The new buyer now has a great car.

    Please let me know when you sell. By the way, I have the same sentiment as you :>).
    Mar 18, 2015. 04:00 PM | 5 Likes Like |Link to Comment
  • Is Cheniere Energy Still A Worthy Investment? [View article]
    Good article but I have a few questions.

    Why does the price of natural gas affect LNG? I thought that their demand is based to prices og NG in Asia and Europe which are significantly higher.

    Since LNG only transports NG and the customers prepay for the NG to be delivered to LNG, why is the price of NG a risk to LNG's success?

    Do you think that the market has finally learned that LNG's stock price is not affected by the price of crude oil?
    Mar 10, 2015. 09:07 PM | 3 Likes Like |Link to Comment
  • Can eBay Survive Without PayPal? [View article]
    A question which is not being considered is whether PayPal can continue to grow without Ebay. I use PayPal because of its link to Ebay. Internet security is one benefit but avenues of appeal is the big difference form Visa and Master Card. When PayPal separates and goes toe-to-toe in the heavy weight division, they may learn that Marketplace was more of a benefit than Activist expect.
    Mar 4, 2015. 09:07 AM | 2 Likes Like |Link to Comment
  • Holding eBay Shares Before PayPal Spin-Off Has Some Advantages [View article]
    Nice article. How would the options be split? Should I already own EBAY options, Aater split, would I own options in both companies?
    Feb 18, 2015. 02:06 AM | 2 Likes Like |Link to Comment
  • Celgene: A Follow-Up To My Bullish Article Of Last Spring [View article]
    Thanks Doc for another great article. Following CELG, I thought that the recent fall was due to patent issues especially in Europe. Can you address in more detail?
    Feb 17, 2015. 04:42 PM | 1 Like Like |Link to Comment
  • TimkenSteel - Expanding Capacity For Long-Term Growth [View article]
    Great article. There doesn't appear to be many followers of TMST but I have been painfully waiting for a turnaround. Eventually, I am convinced, TMST will reward my patience.

    I look forward to future articles.
    Feb 12, 2015. 11:47 AM | Likes Like |Link to Comment
  • Update: Leggett & Platt - Set To Make Record Profits [View article]
    For a consistent dividend stock in business transition, LEG's management is doing an excellent job. LEG is a victim of ignorant headline reporting. I think that saner voices will emerge. I bought more FEB 45 Calls for $.22 trying to average down my original purchase of $1.

    Great article.
    Jan 30, 2015. 11:47 AM | Likes Like |Link to Comment
  • Altria Does It Again: Q4 Results Show Management's Capital Allocation Skill [View article]
    It is so nice to be able put a stock on cruse control and relax. Thanks MO.
    Jan 30, 2015. 11:30 AM | 3 Likes Like |Link to Comment
  • 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