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sanmiguelito

sanmiguelito
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  • 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 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 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 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 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 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 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 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 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 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 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 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 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?
    Balderdash.
    Jan 26 01:15 AM | 3 Likes Like |Link to Comment
  • Apple And China Mobile: It Begins [View article]
    I believe Bret Jenson has as good, if not better,an insight on APPLE as any analyst. His analysis in general is always objective and rational. I have followed him on some of his calls and made $$.
    Staying long Apple Leaps.
    Jan 18 11:14 AM | Likes Like |Link to Comment
  • Gilead Is Not Done; There Is Potentially 50% More Upside This Year [View article]
    So, Mr. North, you rank GILD a sell, as you value it at $61.59 when it is over $78.00. Let's see what it does in 2014 and you can revisit with us.
    Jan 17 07:44 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
46 Comments
86 Likes