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thesuer

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  • 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
  • Gilead Q4 EPS up 364%, Harvoni sales >$2.1B [View news story]
    thats not true its adds fuel to their acquisition target as well. A buy back means the company is buying stock from the market because they consider the company undervalued and can then either retire these shares or use them to fund acquisitions. Either way if a company announces a buyback the stock price should go up as the company has to buy them from market makers, participants or from the free float reducing the number of shares outstanding hence increasing the EPS.
    I did an analysis of how GILD acts on the day of its earnigns release and after and dont think that we will see any pop today probably it will fall all the way to its 200 day moving average where it will gather strength. 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 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. 07:47 AM | Likes Like |Link to Comment
  • 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
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371 Comments
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