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  • Why Gilead Is My Next Apple [View article]
    Why is the price point "vulgar and unethical"? I'm not trying to argue, I'm trying to understand the rationale in support of your conclusion. Since first hearing the Sovaldi price complaints I've tried to understand what the price evaluation metrics should be. I don't know how to articulate a rational and consistent "standard." Perhaps you can. If so, I'd be interested to hear it, as it seems to me that the only thing worse than high prices is regulation that damages the kind of investment and risk taking typically associated with great advances.
    Jun 30 02:29 PM | 6 Likes Like |Link to Comment
  • Gilead: X-Marks The Spot For Sovaldi Sales [View article]
    If 84k is too much, what is the right number? Tell us the number and support it with some logic.
    Apr 23 08:25 PM | 1 Like Like |Link to Comment
  • Historically Good Jobless Claims [View article]
    More spin. Give it up.
    Apr 12 05:37 PM | Likes Like |Link to Comment
  • Historically Good Jobless Claims [View article]
    The author did not express enthusiasm. The author expressed a correlation supported by data. The author did not contrive any statics. If anything was contrived it was the spin you placed on the article, which spin was unwarranted and supported by no facts whatsoever.
    Apr 10 09:07 PM | 2 Likes Like |Link to Comment
  • Wells Fargo: A Lesson In Dealing With Fear [View article]
    The only people who are "kicked out" are those who don't comply with loan terms and conditions they freely agreed to. I feel for anyone who looses their home, but I also fail to see anything wrong with enforcing the terms of lawful agreements.
    Mar 4 09:56 PM | 13 Likes Like |Link to Comment
  • Sam Zell Thinks Most REITs Aren't Relevant, Except His Of Course [View article]
    Who cares? On this subject, your criticism of a significant SA contributor is more than immaterial.
    Feb 11 09:37 PM | Likes Like |Link to Comment
  • One Reason Buffett Buys Wells Fargo: Competitive Advantage [View article]
    Obamacare is imploding
    Dec 4 08:34 PM | Likes Like |Link to Comment
  • One Reason Buffett Buys Wells Fargo: Competitive Advantage [View article]
    Just like Obamacare
    Dec 3 08:39 PM | Likes Like |Link to Comment
  • 2 Reasons This Recovery Has Been So Weak [View article]
    Spot on article. Thank you.
    Nov 22 05:50 PM | 3 Likes Like |Link to Comment
  • Hospira: Regulatory Woes, Pipeline, And Potential Takeout Offer Asymmetric Multi-Bagger Opportunity [View article]
    Thanks for your fine article Buddy.
    Oct 2 07:53 AM | Likes Like |Link to Comment
  • Private Sector Ready To Go [View article]
    "Cut taxes for the rich?"

    Cut taxes for everyone if you want to unleash the economy's pent-up potential.
    Sep 26 09:23 PM | 1 Like Like |Link to Comment
  • Robama Hood continues to rob from the "rich" [View instapost]
    I have great empathy for anyone who is incapable of helping him or herself. It seems, however, that for every person in such a predicament there are dozens more who have the ability but simply don't make the effort. Instead of recognizing the relationship between their failure to make the effort and their predicament, they refuse to accept responsibility for their predicament. While its a great honor to redistribute income to the few who really who can't help themselves, its a completely different deal when comes to those who are able but lazy.
    Sep 20 02:19 PM | 3 Likes Like |Link to Comment
  • Yes, Gilead Did It Again [View article]
    Can you offer any support for your comment respecting ABBV? Would be interested to understand why ABBV might be moving ahead. Thank you.
    Aug 31 12:08 AM | Likes Like |Link to Comment
  • Retired Investors: Is It Time To Consider A New Investment Strategy? - Part 3 [View article]
    Hi Bob,

    Just discovered your excellent writing today. After a very long period of absence, it's great to hear from you. Bill and Brenda Hyland.
    Jul 14 09:15 PM | 1 Like Like |Link to Comment
  • S&P Earnings: Decoupled From GDP Growth And Linked To The Stock Trend [View article]
    It's not true, but it's a convenient rationalization for your current performance.
    Jul 11 09:54 PM | Likes Like |Link to Comment