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MEKhoury

MEKhoury
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  • Were Gilead's Earnings Really A Disappointment? [View article]
    From the report, "Included in our GAAP and Non-GAAP earnings per share amounts for the third quarter of 2014 is a cumulative catch-up of $337 million ($0.21 per diluted share) related to the non-tax deductible Branded Prescription Drug (BPD) Fee for the final regulations in the Affordable Care Act issued during the quarter."

    That's really the story behind the 'miss' -- take that out and it's a beat. Attention to detail tells the real story.

    " Excluding the $0.21 impact of the non-tax deductible BPD cumulative catch-up fee, Non-GAAP diluted EPS would have been $2.05 for the third quarter of 2014."
    Oct 30 09:09 AM | 3 Likes Like |Link to Comment
  • Obscene Risk Hidden In Plain Sight [View article]
    Thought-provoking -- thanks
    Oct 29 05:13 PM | 2 Likes Like |Link to Comment
  • QE ends, "considerable time" language stays for now [View news story]
    More impending doom, of course.
    Oct 29 04:10 PM | 3 Likes Like |Link to Comment
  • Gilead -3.3% as Street mulls light Sovaldi sales [View news story]
    "A non-tax deductible Branded Prescription Drug fee attached to the Affordable Care Act took a $0.21 toll on Q3 EPS."

    That's really all you need to know.
    Oct 29 01:46 PM | 5 Likes Like |Link to Comment
  • Gilead Sciences misses by $0.08, beats on revenue [View news story]
    Yeah, guess what was "special" in the FB case?

    People read the report. The Q4 guidance was in the report. The expenses guidance was in the report. All of the information making FB go down was in the report. If "nobody here reads the reports" how is this happening?

    You sir, have foiled your own argument. Congrats.
    Oct 28 06:43 PM | 2 Likes Like |Link to Comment
  • Gilead Sciences misses by $0.08, beats on revenue [View news story]
    "If you beat, you go up, otherwise down."

    If you're arguing this is always the case you are patently wrong.

    Example, from today, FB beat earnings expectations and the stock is down.

    Your argument is ridiculous.
    Oct 28 06:26 PM | 7 Likes Like |Link to Comment
  • Gilead Sciences misses by $0.08, beats on revenue [View news story]
    You obviously didn't read the report, and if you did, you didn't possibly comprehend it.
    Oct 28 06:09 PM | 5 Likes Like |Link to Comment
  • Keystone XL decision may come soon, Kerry hints [View news story]
    Or he's just BS'ing.

    He's likely just gladhanding and BS'ing.
    Oct 28 05:00 PM | Likes Like |Link to Comment
  • Fed weighs change in statement wording [View news story]
    "QE Ending this week; Rate hikes on tap?"

    Ya'll quit that misleading nonsense.
    Oct 27 03:30 PM | 5 Likes Like |Link to Comment
  • Gilead Sciences: Will Warehousing Dampen Q3 Revenues? [View article]
    Thanks for the article, I'd imagine Q4 guidance will be a key to the report and call.
    Oct 27 01:54 PM | 1 Like Like |Link to Comment
  • Biotechs are running circles around internet stocks [View news story]
    "Earnings, cash flow, etc. seem to have no meaning"

    I don't think that's necessarily true, especially when considering the larger cap companies. CELG's earnings performance was nothing short of impressive, same for ILMN. GILD has also been very impressive on their reports.

    This isn't some vapor play, and I don't think it should be likened as such.
    Oct 26 11:46 AM | 2 Likes Like |Link to Comment
  • S&P To Fall Hard... [View article]
    Reading the history of your article titles is funny
    Oct 22 12:28 PM | 4 Likes Like |Link to Comment
  • EU to warn France, Italy on budget plans [View news story]
    Italy and France: "Yeah, so what are you going to do about it?"

    EU: "We are going to write you a strongly worded letter, telling you how angry we are with you"

    "ok"
    Oct 22 08:44 AM | 2 Likes Like |Link to Comment
  • Tepper: Shorting euro is best idea [View news story]
    Long Euro
    Oct 21 03:56 PM | Likes Like |Link to Comment
  • Gilead: Stage Set For Rally [View article]
    Uncle Bernie wants to wag his finger for the cameras
    Oct 20 12:36 PM | Likes Like |Link to Comment
COMMENTS STATS
243 Comments
501 Likes