Seeking Alpha

thesuer

thesuer
Send Message
View as an RSS Feed
View thesuer's Comments BY TICKER:
Latest  |  Highest rated
  • Majesco May Be A Long-Term Bet [View article]
    When Jesse Sutton leaves the company there might be a light but otherwise it is a dead duck!
    Feb 5, 2015. 11:32 AM | Likes Like |Link to Comment
  • 4 Key Points To Look For In Gilead Sciences Earnings Report [View article]
    Look at Gild it tanked. Interesting fact, I know that these two companies are in different segments/sectors but just to draw a parallel.


    I bought Gild yesterday pre open and Disney pre open.
    Both beat by 20 somecents the EPS expectation and 500 million something the revenue expectation.
    After hours both stocks were exactly poles apart at 4.85%.


    Guess it is all about the future to build in the price.


    why is the stock tanking?
    a. Revenue growth 2015 expected 4-6% vs 2014 123% something
    b. Discounting of the H and S named drugs
    c. Govt vs Private spending decreases increase?


    I dont get it! Some one throw me some light please. I thought the Q4 and 2014 REPORT WAS INCREDIBLE but the outlook seems limited if I look at the top line only.


    Chart analysis the stock moves down 4-6% after a quarterly report then moves up big in the past. The trend is bullish!
    http://bit.ly/1CuWkLV
    Feb 5, 2015. 08:21 AM | 1 Like Like |Link to Comment
  • LinkedIn: Seriously?! [View article]
    Awesome article! I agree with what you say but am thinking of buying today for the a ride of 17% to 275 USD if the earnings number is 0.60 cents and the revenue number is 656 million USD. That is a 8 cent or 13% earnings beat and 39.4 Million USD revenue beat or 6%.


    Lnkd has beaten earnings and revenues estimates in all quarters since Q3, 2012. That is 10 quarters.

    Doing a chart analysis.
    http://bit.ly/1LPKKO0
    Looking back at LNKD from Q3 12, the market was a bull market and LNKD beat earnings and revenue estimates until Q2, 2013. It hit its high of 257 USD.
    After Q3, 2013 until Q1, 2014 the stock was trending down and even if the stock beat earnings and revenues in these quarters it fell.
    Starting Q2,14 the upwards trend began and the stock has just kept going up and away.

    So upward trend is intact so there is a buy tendency.

    Looking at financials thats where one sees this is a total rigged game! The earnings and revenues expectations vs actuals when mapped go all over the place. This companys chart and fundamentals have nothing in common.

    If you plotted the expected earnings vs actuals and the expected revenues vs actuals you find nice upward trending lines.

    But more important if you try to plot the Delta between the expected earnings growth and expected revenue growth it would appear that this company has given its analysts the cake and they have simply put the numbers in for the company to beat.

    [url=http://bit.ly/1LPKMp2][img]http://bit.ly/1LPKKO4[/img][/url]

    [url=http://bit.ly/1LPKL4s][img]http://bit.ly/1LPKL4w[/img][/url]

    Bottom line- If they loose favor with the analysts then it is DEAD but after Goldman Sachs and two other analysts gave it huge upwards price targets I doubt this stock is falling today.
    Feb 5, 2015. 08:12 AM | 1 Like Like |Link to Comment
  • Why Are People Shorting Disney? [View article]
    Why are people shorting Disney! Average price target 94 USD, still dont get it!

    http://bit.ly/1v0SthF

    Wow, Looking back in History Q2, 2013, look at chart the stock moved in a bull market 4.8%, then fell 9.97% after Q3, 2013. Then rose 15.74% leading into Q4,2013.
    Q4, 2013, the stock was sidewards trending and then moved 14.29%, then fell 9.09% leading into Q1, 2014.
    Q1, 2014 earnings beat 1.04 vs 0.91 and revenue beat 12.31 vs 12.23 the stock rose 19.11% with a break away gap. THIS LOOKS LIKE NOW! After which the stock traded sidewards leading into Q2, 2014.
    Q2, 2014 the rose 3.63% then fell after which rose 10.71% leading into Q3, 2014.
    Q3, 2014 the stock fell then rose 6.99% after which fell 13.95%. This was the first breakout of the upward trend channel that started after Q3, 2013 or on 10th September, 2013. The stock rose 16.72% into Q4, 2014 and then fell 3.81% after which rose 6.5%.

    Leading into Q1, 2015 the stock had fallen 5.48% and if history is any guide I expect the stock to correct around 105.77 USD or 15%. Obviously the gap is open and if this is a breakaway gap then the stock can go all the way to 105.77 and then fall towards 99.39 or 94.12 to close the gap.

    With all the political uncertainty I am guessing that profit will be taken but then that is an educated guess. Guess none the less.
    Feb 5, 2015. 05:42 AM | Likes Like |Link to Comment
  • Recent Purchase: Disney, Bolstering A Core Position [View article]
    If history has anything to do with hte present then chart analysis can help create an idea.

    http://bit.ly/1v0SthF

    Wow, Looking back in History Q2, 2013, look at chart the stock moved in a bull market 4.8%, then fell 9.97% after Q3, 2013. Then rose 15.74% leading into Q4,2013.
    Q4, 2013, the stock was sidewards trending and then moved 14.29%, then fell 9.09% leading into Q1, 2014.
    Q1, 2014 earnings beat 1.04 vs 0.91 and revenue beat 12.31 vs 12.23 the stock rose 19.11% with a break away gap. THIS LOOKS LIKE NOW! After which the stock traded sidewards leading into Q2, 2014.
    Q2, 2014 the rose 3.63% then fell after which rose 10.71% leading into Q3, 2014.
    Q3, 2014 the stock fell then rose 6.99% after which fell 13.95%. This was the first breakout of the upward trend channel that started after Q3, 2013 or on 10th September, 2013. The stock rose 16.72% into Q4, 2014 and then fell 3.81% after which rose 6.5%.

    Leading into Q1, 2015 the stock had fallen 5.48% and if history is any guide I expect the stock to correct around 105.77 USD or 15%. Obviously the gap is open and if this is a breakaway gap then the stock can go all the way to 105.77 and then fall towards 99.39 or 94.12 to close the gap.

    With all the political uncertainty I am guessing that profit will be taken but then that is an educated guess. Guess none the less.
    Feb 5, 2015. 05:40 AM | 1 Like Like |Link to Comment
  • Disappointed I Didn't Buy Disney Before Earnings [View article]
    http://bit.ly/1v0SthF

    Wow, Looking back in History Q2, 2013, look at chart the stock moved in a bull market 4.8%, then fell 9.97% after Q3, 2013. Then rose 15.74% leading into Q4,2013.
    Q4, 2013, the stock was sidewards trending and then moved 14.29%, then fell 9.09% leading into Q1, 2014.
    Q1, 2014 earnings beat 1.04 vs 0.91 and revenue beat 12.31 vs 12.23 the stock rose 19.11% with a break away gap. THIS LOOKS LIKE NOW! After which the stock traded sidewards leading into Q2, 2014.
    Q2, 2014 the rose 3.63% then fell after which rose 10.71% leading into Q3, 2014.
    Q3, 2014 the stock fell then rose 6.99% after which fell 13.95%. This was the first breakout of the upward trend channel that started after Q3, 2013 or on 10th September, 2013. The stock rose 16.72% into Q4, 2014 and then fell 3.81% after which rose 6.5%.

    Leading into Q1, 2015 the stock had fallen 5.48% and if history is any guide I expect the stock to correct around 105.77 USD or 15%. Obviously the gap is open and if this is a breakaway gap then the stock can go all the way to 105.77 and then fall towards 99.39 or 94.12 to close the gap.

    With all the political uncertainty I am guessing that profit will be taken but then that is an educated guess. Guess none the less.
    Feb 5, 2015. 05:38 AM | Likes Like |Link to Comment
  • Disappointed I Didn't Buy Disney Before Earnings [View article]
    96 USD when the gap is closed, this could be a break away gap like in Q1, 2014 then it is gone baby gone. Otherwise, you could buy the starting of the gap at 99.39 USD either way the stock is a buy. I bought on 3rd Feb and am selling because I think the market is really really overheated.

    10% in hand is better than nothing. If the gap closes then I REBUY at the above mentioned prices.
    Feb 5, 2015. 05:17 AM | 2 Likes Like |Link to Comment
  • Recent Purchase: Disney, Bolstering A Core Position [View article]
    What do you think about GILD. It moves lock, stock and barrel with Dis. Comparing the two earnings report both had similar stories going all the way to the stock movement after earnings.

    Why are the Analysts so pessimistic with DIS. The last I saw was a average PT of 90 USD?

    Gild on the other hand has a averge PT of 120 USD?
    Feb 5, 2015. 04:46 AM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Great analysis, I did the same but what my take is that it is about the outlook! Not if anyone beats, misses and meets the whisper or analyst numbers. Look at Gild it tanked. Interesting fact, I know that these two companies are in different segments/sectors but just to draw a parallel.


    I bought Gild yesterday pre open and Disney pre open.
    Both beat by 20 somecents the EPS expectation and 500 million something the revenue expectation.
    After hours both stocks were exactly poles apart at 4.85%.


    Guess it is all about the future to build in the price.


    why is the stock tanking?
    a. Revenue growth 2015 expected 4-6% vs 2014 123% something
    b. Discounting of the H and S named drugs
    c. Govt vs Private spending decreases increase?


    I dont get it! Some one throw me some light please. I thought the Q4 and 2014 REPORT WAS INCREDIBLE but the outlook seems limited if I look at the top line only.


    Chart analysis the stock moves down 4-6% after a quarterly report then moves up big in the past. The trend is bullish!
    http://bit.ly/1CuWkLV
    Feb 4, 2015. 09:26 AM | Likes Like |Link to Comment
  • Notes from Gilead Q4 earnings call; HCV discounts go up [View news story]
    you mean influence or suggestions of readers, contributors as you bought on your own accord like the rest of us do with all our stock.
    Feb 4, 2015. 08:04 AM | Likes Like |Link to Comment
  • Gilead Q4 EPS up 364%, Harvoni sales >$2.1B [View news story]
    I think the problem is after a blockbuster quarter (increase in revenue 123%) to give an outlook with 4-6% revenue gain is what is tanking the market and that is also below the analysts expectation of 28 billion USD in 2015. Not taking into account the dynamics of the discounting actions.
    Feb 4, 2015. 07:59 AM | Likes Like |Link to Comment
  • Gilead Q4 EPS up 364%, Harvoni sales >$2.1B [View news story]
    1.16% yield 15 billion share repurchase I thought the stock should go up to discount the payment and increase the premium of the share buyback??
    Feb 4, 2015. 07:57 AM | Likes Like |Link to Comment
  • Gilead Q4 EPS up 364%, Harvoni sales >$2.1B [View news story]
    Lost a court case India but it is about to be reversed. Anyway the revenues from Asia Pacific are currently miniscule but APAC has more than 60% of the worlds population so it is market that needs entering! Where there are people there is medicine!
    Feb 4, 2015. 07:55 AM | Likes Like |Link to Comment
  • Gilead Q4 EPS up 364%, Harvoni sales >$2.1B [View news story]
    the question is in three years which investing opportunities did one miss holding GILD. I bought BIIB, AMZN and apple 15 minutes before the close to be rewarded handsomely the next morning. I am out of all three with average 8-10% gains.

    DIS and GILD yesterday and rewarded with gains of 5% DIS and losses of 5% GILD. Now I am in your boat holding on to GILD but looking at the bright side the stock will rise within the next 30 days to 116 USD, 14% from 101.99 USD. See chart http://bit.ly/1CuWkLV
    Feb 4, 2015. 07:53 AM | Likes Like |Link to Comment
  • Gilead Q4 EPS up 364%, Harvoni sales >$2.1B [View news story]
    Hahaha nice!

    Interesting fact, I know that these two companies are in different segments/sectors but just to draw a parallel.

    I bought Gild yesterday pre open and Disney pre open.
    Both beat by 20 somecents the EPS expectation and 500 million something the revenue expectation.
    After hours both stocks were exactly poles apart at 4.85%.

    Guess it is all about the future to build in the price.
    Feb 4, 2015. 07:48 AM | 1 Like Like |Link to Comment
COMMENTS STATS
320 Comments
100 Likes