zorro2828

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  • Ford - 'Go Further' With This Company  [View article]
    AAPL and GILD are in the same boat.. sold off, deemed by the street to be broken .. but they are throwing off FCF like no tomorrow..
    Feb 4, 2016. 09:00 AM | 3 Likes Like |Link to Comment
  • Is It Time To Buy Or Sell Shares Of Gilead Sciences  [View article]
    FCF and CAPEX are the 2 we follow and hence we have APPLE and GILD in the quiver... always go to cash in tough times.. in the end, they are the ones to bounce back first!
    Feb 2, 2016. 09:50 AM | 2 Likes Like |Link to Comment
  • Is It Time To Buy Or Sell Shares Of Gilead Sciences  [View article]
    totally agree
    Feb 2, 2016. 09:48 AM | Likes Like |Link to Comment
  • Is It Time To Buy Or Sell Shares Of Gilead Sciences  [View article]
    this is a real possibility and perhaps one that even frightens me.. I maintain a large position in the stock and now the stock must increase at least 50% before it even approaches the previous high... and that is quite a feat in a market as bifurcated as this... Realistically, it looks terrible on a technical basis and could completely retrace to mid 60's .. So my best advice.. hold lots of cash, deploy it once the market turns and remember there are other sectors that may prove to be more interesting in the meantime.. Long GILD
    Feb 2, 2016. 09:47 AM | 2 Likes Like |Link to Comment
  • Gilead: Detailed Insight And Interpretation Behind The Headlines: Should You Be Scared?  [View article]
    Or management will look at the opportunity to take it private... with the FCF and low ST/LT debt, I bet I could have the plan ready by the end of the day! Need some deep pockets, but there are plenty of people that would be interested
    Feb 2, 2016. 06:36 AM | Likes Like |Link to Comment
  • Why You Might Reconsider Buying Gilead Sciences Ahead Of Earnings  [View article]
    Well, everyone here knows that I am a LONG investor and GILD is our Top Holding! We think that no matter what happens tomorrow, GILD is going down as the past few quarters have been blow away and the stock does not move the needle. If there is an vacillation on the long look for 2016 then we are going down and down hard again. The sad thing is, this stock by metrics is incredible, but all the noise and shenanigans is swirling around the stock like the fat kid on a candy apple! I it stabilizes we will be buying more, but for now... I suggest you get ready for another leg down.. and I love the stock and management! just the reality of this very bearish market!
    Feb 1, 2016. 11:09 AM | 3 Likes Like |Link to Comment
  • Gilead: Detailed Insight And Interpretation Behind The Headlines: Should You Be Scared?  [View article]
    liam33: This is the most obtuse comment I have read in a while... what do they have? Products, market share, FCF, Cash, Great management and a quiver full of great opportunities coming on line in HIV and HCV .. If your comment was sarcasm, I truly apologize as this has been a trying day for logic and facts!
    Jan 29, 2016. 04:43 PM | 8 Likes Like |Link to Comment
  • Gilead: Detailed Insight And Interpretation Behind The Headlines: Should You Be Scared?  [View article]
    Thanks for this article that articulates my impression of this whole tempest in the tea pot day where a quality Blue Chip is being treated like a penny-stock on the hustle. I am ashamed at some of the comments today that attacked the morality of the company, the management, the pipeline calling it a one trick pony with no future and perhaps it was going to a point of no return and would simply off the board! This is the single greatest one day buying opportunity have seen in my career ... the quarterly figures should be blow away, FCF will be amazing and we should hear more on the pan genotypic inhibitor. Merck was coming, they are here, but I think many doctors will continue to prescribe a winner to their patients and as for the AG from the Bean State .. just more political nonsense and pandering to the socialists of her state .. Thanks Pharma Doc.. well written and I trust this allays some market irrationality !! Blessings and have a great weekend!
    Jan 29, 2016. 03:59 PM | 36 Likes Like |Link to Comment
  • Did Gilead Just Open 'Pandora's Box?'  [View article]
    We will have to agree to Disagree. Physicians will prescribe the best drug.. if the insurance plan will not cover it, that is an issue between the insured and the insurer... But hey, lets pander to the dollar than prescribing the best in class drug... look where it got Express Script. The last paragraph suggest you are dealing with some penny stock .. one hint, This is not a penny stock, they have a fantastic pipeline, great scientists and tons of cash... If I was their COO, I would be modeling taking it private as the FCF and debt incurred is certainly within management's favour considering the super low interest rates..
    Jan 29, 2016. 01:51 PM | 2 Likes Like |Link to Comment
  • Did Gilead Just Open 'Pandora's Box?'  [View article]
    Ptatty: Not sure what you are saying.. AS a COO. my next move should be into the CEO position as effectively I manage the Company now and the buck stops at my desk... Todays move with the CEO going upstairs is just normal course of business as he brings all the requisite information and knowledge to the board. What are the serious problems .. FCF which should approach 20B for the year or is it a declining market share with Japan and Europe just coming on board.. Is the competition`s drug superior in any way.. no and it is unproven and I can assure you from the 3 doc`s in my family.. they will continue to prescribe any drug which is best of care.. price b damned as they do not want to be sued and or lose their licence to practice medicine. Nothing needs to be fixed ... great management, great pipeline and FCF is a thing of beauty to say nothing of their balance sheet and long term debt. You talk as if this is some rag-a-muffin company and I can assure you, they did not develop the pipeline and drugs they have by being daft or light in the shoes.. but your comment comes short on all fronts... You do not fix what is not broken.. you buy more and reap the benefits as the stock returns to a higher PE
    Jan 29, 2016. 11:53 AM | 5 Likes Like |Link to Comment
  • Did Gilead Just Open 'Pandora's Box?'  [View article]
    Yes... DoctorRX is of a sound mind and he is on this sector very well .. This is nonsense from the metrics .. just noise.. bought this morning
    Jan 29, 2016. 10:59 AM | Likes Like |Link to Comment
  • Gilead dragged down by AbbVie's V-Pak miss  [View news story]
    Just nonsense.. not based in facts and a perceived threat versus actual numbers which when released next week will vindicate GID holders.. For anyone to be selling at these levels, you need to see your psychiatrist ... Leadership is strong and has been together for years, the product is selling well, profits are outstanding and yet here we are with a market that is telegraphing this nonsense ... will be buying this morning
    Jan 29, 2016. 08:58 AM | 16 Likes Like |Link to Comment
  • Did Gilead Just Open 'Pandora's Box?'  [View article]
    Just pandering and posturing to her electorate.. " I am looking after your interests" Just political rhetoric or in common language.. BULL!
    Jan 29, 2016. 08:12 AM | 1 Like Like |Link to Comment
  • Did Gilead Just Open 'Pandora's Box?'  [View article]
    :This is a very immature article without merit .. Noise is noise and someone tooting their own horn about something they obviously know nothing about is just banal and supercilious! Let's keep the articles within the realm of business.. GILD is an amazing company and this nonsense is just envy ... Trump will end all this stupidity of useless and baseless law suits! America has to get back to keeping its eye on the ball.. creating wealth and jobs.. and this is what GILD does!
    Jan 29, 2016. 08:09 AM | 7 Likes Like |Link to Comment
  • 3 Must Own Biotech Stocks For February  [View article]
    Perhaps the comment is right.. Biotech is in a Funk and it is going south regardless of the numbers ( metrics) BUT, I had to add more Gild today at $87 as this stock is just ridiculously low in PE and the FCF will approach $18-20 Billion; with all they have in the pipeline and all the countries like Japan coming on board, even with a 10% loss in sales in the US or even a flattening, this company is making money hand over fist .. Learn to filter out the noise from politicians and concentrate on the numbers... This share price for this quality in earnings and CF is just unheard of... the market is treating it like some penny stock .. sooner or latte the worm is going to turn. In the meantime, keep adding to your position you will not regret it .. Thanks Bret as always for your steady and level approach - let's hope management announces another huge buy back and divi increase
    Jan 28, 2016. 10:49 AM | Likes Like |Link to Comment
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