Seeking Alpha


Send Message
View as an RSS Feed
View sanmiguelito's Comments BY TICKER:
Latest  |  Highest rated
  • Assessing Gilead's Reality-Perception Gap [View article]
    Incisive and extremely helpful. The PEG ratio and pipeline says it all. Back up the truck.
    Dec 16, 2014. 12:16 PM | 6 Likes Like |Link to Comment
  • Gilead Sciences Gets Ambushed By The Patent Troll, AbbVie [View article]
    So what would a respectable royalty be and what might be the total cost to GILD if this sham by Abbievie works? Is this already built into the stock price?
    Nov 12, 2014. 06:48 PM | 1 Like Like |Link to Comment
  • A Few Reasons Why I'm Staying Long On Shares Of Con Edison [View article]
    Excellent point INVSTR. The CAPEX analysis on this is the critical point for a long term investor.
    Sep 18, 2014. 11:40 AM | 1 Like Like |Link to Comment
  • Celgene Looks Unstoppable [View article]
    Not to quibble over the small variations here, but Gilead beats Celgene on all metrics except for the slight difference on PEG. GOOD ARTICLE.
    Sep 15, 2014. 12:19 PM | 2 Likes Like |Link to Comment
  • 2 Junior Oil & Gas Plays Worth A Look In The Wake Of Recent Developments [View article]
    Very little info here on the metrics of these companies. P/E, CFO, PEG etc.
    Where do they operate? Are they profitable? How much debt?
    You can't just describe a company and say that you think the price will go up.
    Sep 14, 2014. 12:25 PM | 6 Likes Like |Link to Comment
  • Seadrill Ltd: Complete Fleet Analysis As Of August 2014 And Commentary [View article]
    Would not touch anything that helps the INTERNATIONAL THUG PUTIN.
    Aug 22, 2014. 02:06 PM | Likes Like |Link to Comment
  • Domtar: Adding An Undervalued Downgraded Dividend-Paying Stock That Makes Sense [View article]
    Good article. Thanks. But how long will it take the 10% segment to replace the falling knife of the 90% segment? Needs some analysis of future cash flow projections to make a better decision on the safety of the dividend.
    The high PEG is a stopper for me.
    Aug 2, 2014. 12:43 PM | Likes Like |Link to Comment
  • A Re-Analysis Of Gilead After Q2 Results And The Early Idelalisib Approval [View article]
    Great comprehensive article. Thank you. Long GILD. Have been for over a year. Wow, the greatest health company on earth. I believe.
    Jul 24, 2014. 02:13 PM | 5 Likes Like |Link to Comment
  • Update: Gilead Sciences Earnings [View article]
    So what is your PO ? We all have our subjective opinions. We need analysis.
    Jul 24, 2014. 08:33 AM | 1 Like Like |Link to Comment
  • 4 Dow Dividend Dogs Divulge 9% To 14% July Upsides [View article]
    Very confusing article. Not actionable on my books, but thanks for the effort.
    Jul 18, 2014. 09:52 PM | 1 Like Like |Link to Comment
  • Apple: Time To Scrap The iPod [View article]
    Any chance you could provide some analysis instead of conjecture and subjective opinion?
    Jul 6, 2014. 04:41 PM | 15 Likes Like |Link to Comment
  • Where Is The Market Headed Now? Leveraged ETFs Tell The Story [View article]
    Truly insightful. Thank you. How can I access this tool?do you have a blog?
    May 4, 2014. 01:01 PM | Likes Like |Link to Comment
  • SandRidge Energy: Hidden Value & Growth Are Underestimated [View article]
    Wow. How confusing. Exactly what value per share are you saying the stock is worth? Can you kindly summarize. Cooperman says it should be $10.per share.
    Apr 22, 2014. 09:32 AM | Likes Like |Link to Comment
  • Apple: Don't Panic, This Is An Opportunity [View article]
    Thanks for some first class reporting. It is what it is. I will average down for good returns going forward.
    Jan 28, 2014. 07:25 AM | 2 Likes Like |Link to Comment
  • Apple's Secret Weapon Into Earnings And 2014 [View article]
    How does Quoth The Raven expect any respect going forward with these subjective panderings on the eve of an earnings announcement.
    So if the earnings are up, he can claim a victory on his analytical capability?
    Jan 26, 2014. 01:15 AM | 3 Likes Like |Link to Comment