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Teutonic Knight

Teutonic Knight
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  • With Product Sales And Drugs In The Pipeline, The Future Looks Bright For Gilead Sciences [View article]
    Both GILD and CELG are now in a doldrum. I am not participating at the moment. Best to all.
    Mar 3, 2015. 10:18 AM | Likes Like |Link to Comment
  • China lowers benchmark interest rates again [View news story]
    Not really 'Capitalism' in my book. If you dare to even slightly criticize the CCP, or any powerful Party Bureaucrats, you risk disappearing from the parking lot one day, not my type of 'Capitalism' for sure.

    Now millions of affluent and highly-educated so-called millionaire investors are applying to immigrate to the rest of the world.

    Think, if it is so great living there why bother to get out so desperately?

    Something is smelling wrong; very wrong over there though. Besides, they still jail Nobel Prize winner without no proof of any crime.
    Mar 1, 2015. 06:38 PM | 1 Like Like |Link to Comment
  • China lowers benchmark interest rates again [View news story]
    @Tony Pow:

    Do you mean to say that China's one-year loan rate at 5.35% is still high?

    As related to the topic of the article, may I ask you a couple of questions, as below?

    Do you know if China has the 'Fed Fund Rate' as the US's? Do they issue Treasury Bills, Notes, and Bonds as the US's 2-, 5-, 10- and 30-year T Bills?

    Their one-year loan rate compares high with the developed world. Does this mean that the RMB or Yuan is weak? Then how could China strive to make their currency another world's reserve currency it the Yuan is perceived as weak?

    Thanks. TK
    Mar 1, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • With Product Sales And Drugs In The Pipeline, The Future Looks Bright For Gilead Sciences [View article]
    Thanks, your points are very received, and well accepted.

    Noted. BTW, I am not jumping back into GILD yet. My intuition is that it is still a little early. I will, when that time comes.
    Feb 28, 2015. 06:18 PM | 1 Like Like |Link to Comment
  • One Reason Investors Should Not Buy Seadrill's Stock [View article]
    Thanks, dubious.

    I read the ink and I now understand the difference between 'hot' and 'cold'. I then presume that SDRL, like many others drillers, have not made those final and definitive decisions whether to 'cold stack' or 'hot stack' their idle rigs, as yet. I further presume they are still assessing, taking a little wait-and-see attitude, watching oil prices and its futures, and hedging oil prices as well.

    Thank you for your response.
    Feb 28, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • One Reason Investors Should Not Buy Seadrill's Stock [View article]
    If ocean drill rigs are mothballed, can they be easily reactivated and opened up for operation? Would any technical experts in this field here in SA be kind to give some enlightenment, please? Much obliged and appreciated in advance.

    Thank you.
    TK
    Feb 28, 2015. 05:50 PM | Likes Like |Link to Comment
  • With Product Sales And Drugs In The Pipeline, The Future Looks Bright For Gilead Sciences [View article]
    Yes VinceP, concur, but the Hep C malaise would then be proportionately very much reduced; and hence ensuing Hep C drugs sales.

    Thanks for the response and your original post, VinceP. Regards, TK.
    Feb 28, 2015. 02:49 PM | Likes Like |Link to Comment
  • With Product Sales And Drugs In The Pipeline, The Future Looks Bright For Gilead Sciences [View article]
    @somedata1:

    Thank you for your concise analysis that I concur as credible. I am delighted with your mentioning some of the other ailments that pending new drug cures would likely emere down the road. As a senior with some of those (as part of the onslaught of old-age), I am personally gratified that there is hope indeed. 

    However, I have one contrary thought. I believe the jury is still out for GILD because, there is a thing called competition! Other 'Wonder Boy' drug companies with their 'Wiz Kid PhD's and MD's' would surely work day and night to be catching up with GILS. lol!
    Feb 28, 2015. 02:39 PM | 2 Likes Like |Link to Comment
  • With Product Sales And Drugs In The Pipeline, The Future Looks Bright For Gilead Sciences [View article]
    I would like to add one thought here on the potential HCV treatment impact on GILD price. If indeed as VinceP alluded, treatment becomes rapidly universal with hundreds of thousands of patients having been cured, would the Hep C viruses finally be eradicated in the US? Would Hep C infection become finally extinct in the US? Then what would be the impact on GILD profitability?

    Just a thought. I welcome opposite comments especially. Thanks in advance, GILD fans, myself included.

    Disclosure: No GILD positions AT THIS Writing, sold all of late, except maybe via my position in the JAGLX Janus Global Life Sciences mutual fund. I added JAGLX to diversity into the international drug companies vice concentrating in the US; with 25% international holdings mainly in EU companies.
    Feb 28, 2015. 01:25 PM | 1 Like Like |Link to Comment
  • Offense Is Dead: 5 Shorts For Defensive Investors [View article]
    Waldo:

    Well said!

    After we had farmed out just about every mundane household items (just look around yourself at your house, what else is not 'Made in China/Vietnam/Sri Lanka/Bangladesh?), tech remained our lifeblood, muscle, and edge-winner.

    Biotech for example, who in a few years ago would think that HIV, HCV, HBV (pending) would have become totally curable? Advances in treating diabetes, among a myriad of other diseases would continue to fill the good news drugs pipeline. Stem cells therapy holds promise of giving eyesight to the blind, hearing to the deaf.

    Shorting techs to me is to put it mildly, nuts, because tech is where the action is, where the money is going to!
    Feb 27, 2015. 12:52 PM | Likes Like |Link to Comment
  • With Product Sales And Drugs In The Pipeline, The Future Looks Bright For Gilead Sciences [View article]
    Nit-picking, pardon me; it would be: "...You made me fall off..." in accordance of good English grammar.

    Have a great day!
    Feb 27, 2015. 10:49 AM | 2 Likes Like |Link to Comment
  • With Product Sales And Drugs In The Pipeline, The Future Looks Bright For Gilead Sciences [View article]
    The Gilead stock price has been languishing over the past 4 months and is seen as a laggard and a drag on most Biotech mutual funds and ETF's.

    It has been disappointing to say the least. It is like waiting for Godot but Godot never comes.
    Feb 27, 2015. 09:27 AM | 9 Likes Like |Link to Comment
  • Offense Is Dead: 5 Shorts For Defensive Investors [View article]
    Hedgephone:

    I am not a fan of the chartist, and hate the myriad of technical indicators that tell you more of the past rather than the future. Anyway, I browsed at a 20-year silver price chart; sorry to say it looks pretty horrible (pardon my language!).

    Your long-term views and investing strategies are laudable. However, quoting the eminent British economist Maynard Keynes, "In the long-term, we are all dead". Personally, I worry more about today and even tomorrow (against Jesus' advice here according to the Bible).

    "One Day at a Time, Lord Jesus...", sing along with popular Roger Whittaker; all day traders unite!

    Cheers!
    Feb 27, 2015. 04:24 AM | Likes Like |Link to Comment
  • Offense Is Dead: 5 Shorts For Defensive Investors [View article]
    Hedgephone:

    I am a little surprised you mentioned silver as a buy. At this time, as you mentioned, deflationary pressures are building up, commodities led by oil and gold are out of favor, our industrial production is not particularly impressive where silver has an industrial demand, among other factors, why would you rush in to buy silver?

    Would you care to elucidate? A new idea is always welcome.
    Feb 26, 2015. 10:06 AM | Likes Like |Link to Comment
  • Offense Is Dead: 5 Shorts For Defensive Investors [View article]
    @Hedgephone:

    Thanks for a pleasant response! I also wholeheartedly agree with your talking points. I honestly don't know how this ongoing saga of excessive universal printing under discussion is going to end, and when. Meanwhile, I am busy making some money though, which I see nothing wrong! The Triumvirate will be capable of taking care of themselves if something happens, and I wouldn't worry much about them. You may call it selfish, I've got to look after myself, like everyone else in this environment.

    Cheers!
    Feb 26, 2015. 12:59 AM | 1 Like Like |Link to Comment
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