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biochemist

biochemist
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  • Raytheon to report Q4 results on Jan. 27 [View news story]
    SA Editors - Title says it's about RTN, text is about LMT.
    Jan 21, 2015. 06:03 AM | Likes Like |Link to Comment
  • Main Street sees strong Q4 and Q1 and boosted dividend this year [View news story]
    Excellent news for MAIN. Thanks for BDC Buzz's analysis and commentary on the BDC space.
    Jan 21, 2015. 06:00 AM | 1 Like Like |Link to Comment
  • Pfizer Is A Great Income Stock On A Pullback [View article]
    I agree with Josh that PFE is fully valued to moderately over-valued at this price. PFE stock would likely pull back if management announces and pursues a new acquisition target, since the AZN deal is dead.
    Jan 1, 2015. 04:55 PM | Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Automatic Data Processing [View article]
    ADP is over-valued by many valuation methods. It is a great company but I would not initiate or add to a position at this time. I purchased ADP in 2010 as a play on an improving US economy coming out of the Great Recession and I will continue to hold it due to it's status as a David Fish "Dividend Champion".
    Jan 1, 2015. 04:48 PM | Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 1 [View article]
    Thanks for the opportunity to weigh in via the survey. I see from the current results that those who responded (including me) have similar thoughts as to which issues are most important. I am looking forward to reading your continuing excellent work as we head into 2015.

    Long ARCC, MAIN, PSEC, TCPC
    Jan 1, 2015. 12:44 PM | 1 Like Like |Link to Comment
  • 3 Big Issues Facing Kinder Morgan [View article]
    Chancer - their goal is to slow or stop the flow and usage of fossil fuels because of the damage that the extraction, transportation, and burning of fossil fuels causes to the environment. It's pretty simple to understand their position.
    Dec 28, 2014. 09:47 AM | 1 Like Like |Link to Comment
  • Merck's Diabetes Pipeline Candidates Are Sure Bets; Only A Matter Of When [View article]
    Actually Steve, I think the MRK and PFE are equally attractive/unattractive, depending on your goals. In my estimation MRK is fully valued, perhaps over-valued. I think that PFE is fully valued as well. Both pay an attractive dividend.

    Long MRK
    Dec 27, 2014. 05:57 PM | 1 Like Like |Link to Comment
  • Merck's Diabetes Pipeline Candidates Are Sure Bets; Only A Matter Of When [View article]
    I agree with all of SPA's points - MRK dropped the ball on SGLT2s and are way behind in the space, so far behind that they had to partner with PFE. Omarigliptin will cannibalize sitagliptin primarily in an increasingly crowded DPPIV space.
    Dec 27, 2014. 05:53 PM | 1 Like Like |Link to Comment
  • BP Is A Strong Buy, But Not Because Of Takeover Speculation [View article]
    While I recently bought BP at under $40 I agree that it bears a close watch. The management of this company has the worst recent safety and environmental track record of the oil majors. That being said, I have confidence in Bob Dudley to remedy the broken parts of BP.

    I previously held BP for years and sold it after the Macondo spill in 2010, taking a ~33% capital loss.
    Dec 25, 2014. 04:37 PM | Likes Like |Link to Comment
  • BP Is A Strong Buy, But Not Because Of Takeover Speculation [View article]
    Excellent point theregans - I bought APPL when it went under $400 due purely (in my mind) to investor/trader psychology rather than due to the fundamentals.
    Dec 25, 2014. 04:30 PM | Likes Like |Link to Comment
  • BP Is A Strong Buy, But Not Because Of Takeover Speculation [View article]
    I got back into BP at $39.50, looking for under $40.
    Dec 25, 2014. 04:27 PM | Likes Like |Link to Comment
  • Merck's 3.2% Yield Is The Only Reason To Own The Stock [View article]
    The commenters have got it right again and Jimghad makes the salient points - for MRK it is all about the pipeline, including the recent acquisitions of Idenix, Cubist, and Oncoethix. Keytruda is the main potential revenue driver for MRK at this point with multiple clinical trials underway and announced collaborations on combination therapies.
    Dec 21, 2014. 02:34 PM | 1 Like Like |Link to Comment
  • Update: News On Gilead From The California Technology Assessment Forum [View article]
    Leonard - Thank you for this very useful report. I imagine that the vast majority of investors are not aware of the issues of pricing and reimbursement for pharmaceuticals and that this issue will eventually become as important in the US as it is in other developed countries where economic value of a new treatment is a key determinant of reimbursement (e.g., Germany, UK, France, Italy, Spain, Canada, Australia).
    Dec 19, 2014. 06:15 PM | Likes Like |Link to Comment
  • Update: News On Gilead From The California Technology Assessment Forum [View article]
    We know that all types of patients have serious compliance/adherence issues. In the real world ~50% of patients on daily treatment regimens of various types are not compliant/adherent.
    Dec 19, 2014. 06:07 PM | 3 Likes Like |Link to Comment
  • Institutional Ownership Changes For BDCs [View article]
    Thanks BDC Buzz - very useful information
    Dec 19, 2014. 09:34 AM | Likes Like |Link to Comment
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493 Comments
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