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  • Lending Club IPO Brings A Revolutionary Business To The Market [View article]
    Is LC making any difference on a 1%? if they are loosing $, they might be forced to make extra charges.
    Dec 23, 2014. 01:00 PM | Likes Like |Link to Comment
  • Is It Time To Sell RF Micro Devices? [View article]
    Trailing P/E is 15x, Fiscal 2015 EPS are expected 1.13, Where do you get 43x?
    Dec 23, 2014. 12:24 PM | Likes Like |Link to Comment
  • RF Micro Devices: As The Transformation To Qorvo Nears Completion, Continued Exposure Is Warranted [View article]
    Great article, as a investor I appreciate the work put through the cold numbers, and the excellent opportunity that is presented, RF Micro is growing and commented synergies with Triquint look poised for a fast appreciation of share price, analysts lifting PT to 20.
    Dec 23, 2014. 12:18 PM | Likes Like |Link to Comment
  • Who Is The Devil? Will Gilead Fall Or Soar In 2015? [View article]
    Agree, totally. Monopoly has ended, Even as a GILD SH, I cant find any arguments on GILDs favour.
    Dec 23, 2014. 11:03 AM | 3 Likes Like |Link to Comment
  • Who Is The Devil? Will Gilead Fall Or Soar In 2015? [View article]
    The only benefiters of this deal are insurance companies, Express Sripts & the people, who dont need to pay a huge cahs sum for the benefit of GILD.
    IF treatment costs only 1.500 and the rough sell number is 93000, that is USURY. Even more, patientes could take 12 weeks in a foriegn country to buy the treatment. There are 92 countries available.
    GILD has taken the treatment price so far up, so expehensive, that they have slept in their dream. That was becasue they they had monopoly.

    Abb vie treatment is competition. They could have a product that is not as good as GILDs, but theyu offer a lower, much lower cost.
    IMO they, aswell are not forced to take Abbvies treatment, as they could switch to other insurance which does cover GILD.

    GILD will have to lower the price, for the benefit of the sick people.
    Dec 23, 2014. 11:01 AM | 1 Like Like |Link to Comment
  • AbbVie Versus Gilead In Hepatitis C, With Comments On Biotech [View article]
    Good article, thanks, i would also account GILD has not 0 book value, as GILD pipeline exceeds Harvoni or Sovaldi, even more, GILDs testing several products into 2015 which could bust again its price.
    Dec 22, 2014. 02:45 PM | 1 Like Like |Link to Comment
  • Why Write On Seeking Alpha? [View article]
    So dirty as the Goldman Sachs saga you perfectly describe and although I am not aware of, as i am not a fan of it, is the name D Rockeffeller, perhaps the cheff of cheff or the master of Puppets in that kitchen. hasnot the Rockeffeler family disposed some countries fate like a master, phantoming the countries future into whatever were his political ambitions?
    Dec 22, 2014. 02:31 PM | Likes Like |Link to Comment
  • Why Write On Seeking Alpha? [View article]
    I am rescuwing the comments, as they only enrich articles. In fact as commentators post ideas, new ideas are shapen, with better judgment. And in fact is a mostly easy way to connect with people, even besides whatever they are discussing in the article.
    Dec 22, 2014. 02:26 PM | 1 Like Like |Link to Comment
  • Why Write On Seeking Alpha? [View article]
    Whatever are the qualifications of a writer, as long as the article is understood, there could be a choice from the reader to cease to read that article. So there is democracy and everyone could write, not only CFO, in my view.
    Dec 22, 2014. 02:22 PM | Likes Like |Link to Comment
  • Why Write On Seeking Alpha? [View article]
    I have read the article although I don t actually speak english as a native language. In fact I understand quite well what are the points the article tries to reach, What are its core ideas, and I try to get some vale from them. But as i am not fluently speaking english, I could miss some of the details, which are most why people read, that is to connect mind with the articles author. So i am unpleased with it as I am missing almost 90% of the fun from it. Even more, inside every article there is a cultural background that coul dbe even as important as the idea expressed in it. That is different on mainly, geographical reasons.
    however, I rescue the part when the autohor points that writing makes the writer disciplined, and even more, It makes it write or wrong express itself or himself, by writing and being creative, which is in some point different from everything. The connection is done with the readers, when the author is writing, and not when the article is read. So the reader can only imagine itself connecting.
    I would leave the economical part of writing in this site to a secondary place, and I agree with the author in that case.
    As I cant write fluently in English, I am not able to post articles in this site, but still, on the comment zone, could easily have a secondary space to express opinions and to debate.
    I would not agree on the comments that attack the writer as criticism is part of what makes the reading enjoyable.
    Dec 22, 2014. 02:15 PM | 2 Likes Like |Link to Comment
  • More noise about airfares [View news story]
    Right, since when making a good profit, as the airline business is vey difficult to manage.
    Dec 17, 2014. 03:42 PM | Likes Like |Link to Comment
  • More noise about airfares [View news story]
    There is a competitive market offering different airfares for any client. If a clinet wishes to pay more, that airline benefits
    The airline that loose are the airlines that can t explain why they charge a different fare .
    if the service is the same or better.
    So the airline can manage the destinations can manage costs.
    The airlines want to focus on doing anything that could benefit.
    Goverment cant force.
    And they could focus on cososts, clients, margins etc its important they focus and keep up their plans.
    dont look sideways and that is the way they are not going to loose the race.
    Dec 17, 2014. 03:41 PM | Likes Like |Link to Comment
  • Petrobras Likely To Report Disappointing Results Following Investigation Probe And Developments [View article]
    has anybody seen Soros loading in YPF. Soros, be wise> Sell YPF buy PBR, but Soros is not the kind of investor that is in any stock for money. Sma eas Buffet, investors that big are there to gain Power. If Buffet is promised to get a any personal, any privelge in PBR reserves, or any other investment in BRZwhere any other investor cant reach, Buffet would load PBR, that way Buffet would gain access to the immense BRZ market, and make any extra pennies on PBR turnaound.
    That is the kind of investor Fuffet and Soros are. investing on geopolitical power, and access in places for unique privileges.
    Dec 15, 2014. 06:44 PM | Likes Like |Link to Comment
  • Petrobras Likely To Report Disappointing Results Following Investigation Probe And Developments [View article]
    i cant belive the article standing as a ususal narrative of the facts that arise in PBR and even repeating itself like if a drunk in a fight. But even after repeating one time after the other how much they think the results came up with, they finish with some advice saying PBR is not a good investment as bumps are expected. The real reason is that PBR is really cheap, that cheap oil is not really making a cut in PBR forward earnings because PBR is a monopoly and is not making gasoline a cheaper commodity in BRZ>
    And they are saying PBr is at all time low, and all analysts value PBR at 15 but they have only a net worth of 8x. The second country in R good all times are growing.
    Dec 15, 2014. 06:39 PM | Likes Like |Link to Comment
  • Brazil working on Petrobras debt refinancing plan, minister says [View news story]
    Excellent time to bring YPF up, the scandal met its end just after it was born. I give PBR 2 months and they are back in 15
    Dec 15, 2014. 04:54 PM | Likes Like |Link to Comment