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  • Does The Gilead Whisper Number Indicate Investor Confidence? [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

    My two cents please put in the outlook vs estimates as that is what moves the stock!
    Feb 4, 2015. 07:27 AM | Likes Like |Link to Comment
  • Does The Gilead Whisper Number Indicate Investor Confidence? [View article]
    NICE CALL
    Feb 4, 2015. 07:23 AM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    why is the stock tanking?
    a. Revenue growth 2015 expected 4-6% vs 2014 123%
    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. 07:13 AM | Likes Like |Link to Comment
  • Why Are People Shorting Disney? [View article]
    there she blows!
    Feb 4, 2015. 07:05 AM | Likes Like |Link to Comment
  • Why Are People Shorting Disney? [View article]
    Stronger dollar more Americans will visit! Gas savings go to family vacations. As long as domestic consumption is good all isgood. The measles outbreak must be from foreigners as most US citizens are vaccinated against everything?
    Feb 3, 2015. 06:45 AM | Likes Like |Link to Comment
  • Biogen: The Company's Impressive Pipeline Just Got Better [View article]
    smaller cap! biib, amgn, gild, re are all over 50 billion USD.
    Jan 29, 2015. 05:22 AM | Likes Like |Link to Comment
  • Update: Apple News Telegraphs Dark Days For GoPro [View article]
    Great so GOPRO is an apple competitor meaning it is currently an acquisition target for google, amazon and Samsung who consider themselves as competing with apple on various playing fields!

    They have built a moat and have a product with limited consumer scope but on the other hand becoming a media company might give them some leeway heading into their quarterly confession.

    Valuation is high but if they can sustain growth then its viable.
    Look what happened to Mobileye, languishing as well but slowly all the big car producers are using their products.
    Jan 14, 2015. 06:33 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    who says they are loosing money?

    http://yhoo.it/1xF2aY0

    Rather buy
    (Royal Dutch~ 5.5% dividend yield, $19 billion in cash on its balance sheet.

    Royal Dutch has a market value of $219 billion, second only to ExxonMobil’s $397 billion.
    CHEVRON dividend yield ~ 3.8%
    Chevron has a comfortable cushion, as net debt makes up just 6% of its total capital. And it could pay off most of that debt today with its $14.5 billion in cash. Chevron is the least expensive of the U.S. super majors on a price/earnings basis, trading at 14.3 times expected 2015 earnings. Its downstream assets, including marketing and refining operations, can also buffer losses in oil production.)
    http://on.barrons.com/...
    Jan 7, 2015. 10:34 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    The point in question is why is the US producing so much oil and natural gas vizaviz fracking? to prevent being held hostage by the OPEC. OPEC is keeping its oil production constant its the US that has changed the balance of power and now its time to play Chicken. At whose cost? Deflation has occurred in Germany the consumer prices have fallen thanks mainly to Oil prices falling. Dont forget the Saudi have a war chest of over 700 billion USD that they have earned through their oil emporium and probably breakeven at a lower rate then the US which is for some like Exxon 20 USD.
    Jan 7, 2015. 08:05 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    http://bit.ly/1xEgVdw

    My take for 2015....consumer discretionary, tech, healthcare and industrials
    Jan 7, 2015. 07:33 AM | Likes Like |Link to Comment
  • What did the billionaires do in Q3? [View news story]
    http://bit.ly/1xEgVdw

    I see the back to defensive this year!
    Jan 7, 2015. 07:22 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Raises Questions And Opportunities For A Lifetime [View article]
    Exxons breakeven ist at 20 USD so that is one reason why they have not fallen like the rest of the market. Saudis produce at even cheaper cost.The energy sector is changing with this new normal would also imply that capex spending will and needs to be further reduced. Shaling if that is a word is going to loose big and high paying jobs will fall.

    Buying Exxon or Cheveron because they are 20% down is no argument as there are a number of other stocks that could be better buys but not dividend heavy take amgen or biogen or apple which are all part of the industries that are consumer centric.

    US growth out of the 2008 recession was lead by energy companies financed by QE. The point was that US from being an importer of oil is the second largest exporter today. Consolidation will happen, fracking will reduce, solar energy prices will fall, a lot of unproductive badly managed companies that are capex heavily invested and dependent are going to go out of business. Saudi chess against the largest economy in the world. INTEREST RATES WILL PROBABLY NOT GO UP UNTIL THE OIL CRISIS IS RESOLVED.
    Personally I think this is great for European oil importers, Indian and Chinese govts and companies along with Draghi endured QE which should start this month.

    Buying companies that are non energy related but energy dependent- automotive, railways, airlines, shipping. The savings from lower energy prices pass on to the consumers they in turn buy more ciggereetes and chewing gum and condoms- consumer staples and more cars and houses - consumer durables. Tyre companies continental and good year. Leaving only our health in question is buy healthcare as well.
    What about electric arc furnace steel producers? I think copper and aluminum are also prepared in the same manner, those stocks their raw material costs would have fallen tremendously!

    The million usd question which stocks to buy from these sexy sectors?
    Jan 7, 2015. 07:09 AM | 1 Like Like |Link to Comment
  • Twitter up 4.4% following Icahn rumors, Yahoo speculation [View news story]
    With what?
    Jan 6, 2015. 03:15 PM | Likes Like |Link to Comment
  • Zacks' Bull Of The Day: Apple [View article]
    Apple is the easiest bet to make because it is in your face hence the price movements are not easy to predict. It will move up but what if..... and then the million USD question.......before or after their earnings release? I am betting it will hit 120 before and then after earnings it will fall first before climbing!

    It will fall because analysts estimates are already on the high side and their revised estimates are getting higher, so whatever apple does the market will say wow but it was not good enough!

    Apple a day keeps traders away!
    Dec 23, 2014. 05:10 AM | 9 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    12% and falling, loosing market to Abbvie is no fun but their goes the hep c pipeline. Want to buy the gap at 90.91 USD. Bret what is your take on the dump?
    Dec 22, 2014. 11:01 AM | Likes Like |Link to Comment
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