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thesuer

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  • Why I'll Be Playing Wait And See With IBM [View article]
    Ridiculous that ibm and the other big international companies say it's the weather or fx why they earn less! has no ever heard of hedging? Ibm has had 11 quarters of revenue misses and that is reality. Old school business not innovative etc. As long as they keep increasing dividends it's an ok stock to hold. Monday is d day. They will beat revenue and eps estimates because they are sooooooooooooooo low, that I am laughing my ass off.
    4/20/2015 Q115 $2.86 $19.82 billion
    The last time expectations were so low was in same quarter 2014.
    4/16/2014 Q114 $2.54 $2.54 $22.93 billion $22.48 billion

    They have changed so much in this year and have had higher earnings and revenues in the last three quarters that why they will not beat is a mystery.
    Fixed markets..... All in
    1/20/2015 Q414 $5.48 $5.81 $25.03 billion $24.11 billion
    10/20/2014 Q314 $4.32 $3.68 $23.37 billion $22.40 billion
    7/17/2014 Q214 $4.29 $4.32 $24.13 billion
    Apr 16, 2015. 03:44 PM | Likes Like |Link to Comment
  • IBM drops 2.8% as euro sells off [View news story]
    Ridiculous has no ever heard of hedging? Ibm has had 11 quarters of revenue misses and that is reality. As long as they keep increasing dividends it's an ok stock to hold. Monday is d day. I'm will beat revenue and eps estimates because they are sooooooooooooooo low, that I am laughing my ass off.
    4/20/2015 Q115 $2.86 $19.82 billion
    The last time expectations were so low was in same quarter 2014.
    4/16/2014 Q114 $2.54 $2.54 $22.93 billion $22.48 billion

    They have changed so much in this year and have had higher earnings and revenues in the last three quarters that why they will not beat is a mystery.
    Fixed markets..... All in
    Apr 16, 2015. 03:33 PM | Likes Like |Link to Comment
  • Dover cuts 2015 earnings and revenue outlook [View news story]
    68 sounds like a great position to open as that was a new high in Feb 2011 before it fell in July 2011 and then broke through in Jan 2013, it has been a major support and was tested once in Dec 2014 and the stock has traded between 69 and 76.30 since.
    The problem is that the stock is trading below its 200 day, 50 day and 13 day EMA and the volume on Friday was huge 3X.
    Looking at volume in the past expect some selling so the stock should fall further towards 67/67.50. I am a buyer at 67.5.

    The PE was 14.9 and that is still one of the lowest making it a good buy. Taking an average of PE multiples of Idex corp, 3,42 EPS and 22 PE, Illionis tool works, 4.68, 20.84, and Danaher 3.63 and 23.42 we are looking at a PE of 22 making Dover undervalued.

    GE was similar and now has a PE of 18 wwhich is where its peers sit.

    This would make CAT an INTERESTING BUY WITH A PE OF 14.
    Apr 12, 2015. 04:06 PM | Likes Like |Link to Comment
  • Analysts Remain Bullish On Gilead Despite Safety Warning [View article]
    Wow, you are well informed. Thanks, my position in Gild will be cashed out at 125 usd. It is over valued. Regarding houses, you should come to Germany we build such houses with no or very little chemicals. Www.baufritz.com
    Apr 9, 2015. 04:26 PM | Likes Like |Link to Comment
  • Analysts Remain Bullish On Gilead Despite Safety Warning [View article]
    It saves lives as well, hence the parabolic success. If not mistaken 10 billion was added to their revenues in a year due to the success of this one drug. I agree with a lot you say and try to stay away from gun manufacturers but on the other hand buy steel companies that provide the raw material to these gun manufacturers. Clothes made by child labour- Ralph lauren etc same same I stay away but companies need to have corporate social responsibility and that is what you, if you have not, should read for Gild. Just for the record I live an organic life, am vegan, built a house with no chemicals but love stocks hence my choice to buy into Gild, biogen as they are fundamentally solid companies.
    Apr 8, 2015. 04:37 PM | 1 Like Like |Link to Comment
  • Analysts Remain Bullish On Gilead Despite Safety Warning [View article]
    Can we please stay on fundamentals. We are talking about a stocks valuation and yes our lives are important and yes companies do stupid things but as investors we are and should be aware. Either Gild will fall or it will rise and since CAPITALISM IS A NECESSARY EVIL it will prevail. I am not being offensive HEPC just tired of reading about our social evils when I have to make investment decisions. Sorry about your loss and thanks for making me more aware. I still dont see why GILD CAN fall further.
    Apr 8, 2015. 04:53 AM | 1 Like Like |Link to Comment
  • Time To Load Up On Biogen? [View article]
    Thanks for another fine article. Quick questions in your DCF you take Risk free rate assumption as 4.3% is it that high when interest rates have been hovering around 0 for 6 years?
    What happens when a rate hike happens this year or next year is that taken in to account in your calculation?
    Are buy backs taken into consideration as that would increase shareholder value?
    Thanks
    Mar 30, 2015. 04:56 AM | Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    r/s- reverse stock split? it is built into the chart pricing. The stock price is then calculated at the new value if r/s means reverse stock split?
    Mar 30, 2015. 03:16 AM | Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    Stock doctor thanks for the reply.
    http://bit.ly/1F15Vsx

    Looking at a weekly chart from 2010 to date. Meip has fallen on 6 occasions more than 60% and finding a bottom. This time however it has fallen 72.85% in this week alone.
    In March 2010 it rose 642.86% and then in June 2010 it fell 79.18%.
    In December 2010 it rose 355.14%% and then in Jan 2011 it fell 73.18%.
    In June 2011 it rose 243.46% and then in July 2011 it fell 89.21%.
    In Nov 2012 it rose 547.29% and then in December 2012 it fell 66.26%.
    In Feb 2014 it rose 76.3% and then in March 2014 it fell 60.37%.
    In Jan 2015 it rose 74.12% and then in March 2015 2010 it has fallen 72.85%.

    The trend does appear to be less believing in this company after 6 chances to get it right.
    The time between the rises and falls are 1 month but the trends start in the first three instances 6 months apart and then 1.3 years and 1 year apart.

    Stock Doctor when is the next announcement because given its importance we could actually start buying a highly anticipated move!

    It does appear like a huge rollarcoaster ride. What are your calls in the bio tech sector?
    Mar 27, 2015. 11:23 AM | 1 Like Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    Look at GALT similar stock performance- sidewards movement for 14 weeks!
    Mar 27, 2015. 07:44 AM | Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    what is overdone= relative, there are plenty of stocks trading below book value and cash in hand. It is the potential that drives stock prices all over the place especially biotech. Why did the smart investors take their money out probably with losses as supply and demand must have pushed price down for them to get out! They are betting on the smart money and not like us Hoping for a dead cat bounce or rebound or a miracle in the short term. I have been watching MEIP for a while and also bought the stock at 1.89 USD but only because of hope and not because of any high probability because there is none! Look at Aria or look at Agio similar balance sheets but both have moved and moving due to pipeline miracles. Agio has stalled after moving 300 some % and also a lousy quarterly report. Aria has moved more than 60% this year due to really high expectations. In retrospect I should not have put my money into Meip AND BOUGHT A ROLEX, more preservation of value there. Stock doctor your articles are articulate and well written but you have hope and I do too but the smart money is what one has to follow or wait at least 6 months to get a return, I think.
    Is it possible that what you have so well written is not known to the investors who put big money into such stocks? I dont think so.

    I am hoping that Meip recovers due to what you have written but am not sure it will as there was not even a dead cat bounce! What I truly am scared of is that the stock will fall another 60% even if the stock has been put on the restricted short selling list.
    Mar 27, 2015. 07:05 AM | 2 Likes Like |Link to Comment
  • MEI Pharma: Upcoming Catalysts Will Drive Stock Rebound [View article]
    some fool bought shares that were in freefall like me :( thought that we would see a dead cat bounce......alas alas now have to wait until they burn through their cash as they make no money!
    Mar 26, 2015. 10:43 AM | 1 Like Like |Link to Comment
  • Zacks' Bear Of The Day: VimpelCom [View article]
    wow, and that is a take! No substance! HOW OFTEN DO ANALYSTS GET THEIR ESTIMATES RIGHT!
    Mar 25, 2015. 08:11 AM | Likes Like |Link to Comment
  • Analysts Remain Bullish On Gilead Despite Safety Warning [View article]
    Hep Liver

    Sorry to read that you are sick. Best of luck. Gild is moving up!
    Mar 25, 2015. 07:00 AM | Likes Like |Link to Comment
  • Europe stocks fall after Greek talks collapse [View news story]
    are you long or short? It looks like a short 9, 10 formation. I am a believer that the Dax has built in all the price and maximum upside is today open gap closure at 10922 after which it will close the gap from 22nd Jan before shooting up in middle march when draghi starts his QE europe.
    Feb 17, 2015. 05:09 AM | Likes Like |Link to Comment
COMMENTS STATS
371 Comments
154 Likes