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  • Starbucks defends holiday cups [View news story]
    Sorry, but our office this morning talked ( 1500 people random survey ) and asked about the lack of courage to say and or write Merry Christmas and we concluded there will be a backlash against those retailers... 69% of those polled said they were not happy with the Starbucks cups and they would go to a retailer that proclaimed Merry Christmas .. We shorted retail this morning and it was a very good day... This is not the advertising that Starbucks needs .. another faux pas from their marketing department..
    Nov 9, 2015. 04:16 PM | 3 Likes Like |Link to Comment
  • Biotech Is Back! [View instapost]
    The sell off in GILD yesterday was simply mind boggling .. to drop almost $5/share after such hearty and vital numbers was to say the least disappointing. It closed down almost $3/share and I just took the opportunity to buy more... The math does not make sense and to trade as it did yesterday around 9 X earnings, coupled with a HUGE BUY BACK, dividend, superior management, incredible pipeline and recent events which have limited actual competition I had thought the stock would jump to $115 - $118 without hesitation... Instead... Mr. Markey once again proved me wrong and humbled me yet again... I called $125 by June and $150 by Christmas... now I would be happy if the stock was to retrace itself to the $123 by Christmas... Obviously I have been working with numbers too long.. I must be missing something... but I am staying with my conviction, bought more and will continue to hold what I consider the very best stock to own .. Just humbled again
    Oct 29, 2015. 07:50 AM | 7 Likes Like |Link to Comment
  • Gilead's Q3 Beats, The Street Shrugs: Why I'm Happy To Stay The Course [View article]
    GILD did raise guidance... not sure what you are referring to but Rev was increased from the 29 - 30 Billion to 30 - 31 Billion ... As management is always conservative in their approach to numbers I thought this at least acknowledged the increased Japanese and European revenues even if for the short term US revenues have plateaued.. We have invested and continue to buy this stock today as this irrational selling down on such great numbers just provides and wonderful opportunity to pick more shares up at fire sale pricing. Management has proven time and again they are the best in the business and I expect nothing more than sound forward thinking that rewards shareholders
    Oct 28, 2015. 12:59 PM | 2 Likes Like |Link to Comment
  • My Take On Gilead Post-Earnings [View article]
    Well, you would think they missed on top and bottom line they way the stock is trading this morning (down 2.85% at $107.75) I have begun to think there are those that simply trade the symbol and know nothing of the underlying value .. why would anyone be selling this stock today? I am buying more
    Oct 28, 2015. 10:12 AM | 5 Likes Like |Link to Comment
  • Buy Gilead Sciences At An Attractive Price [View article]
    That is a sweeping statement that has absolutely no financial merit other than FEAR..
    Sep 28, 2015. 10:52 AM | 20 Likes Like |Link to Comment
  • Plunge in healthcare drags averages down [View news story]
    Well said.. and we agree that sub Par values for GILD is a fabulous buy.. and we think the bottom would be $90 worst case... so if it hits $95 again we will be buying BIG again... still hold our $150 target and GILD was upgraded today by Morningstar to 4 Stars .. their top rating - Thanks 133
    Sep 25, 2015. 04:28 PM | 10 Likes Like |Link to Comment
  • Plunge in healthcare drags averages down [View news story]
    You have to be dreaming in technicolour... Fair minded Republican ? We are Capitalists and we believe that risk deserves to be rewarded.. So, not sure where you get your socialist mantra but it is not from the Republicans... America is about work hard, invent and cure.. GILD has the cure and here is the price.. If you do not want to pay that price go elsewhere.. It is a Big world and Americans will be able to get the product to save their lives from Canadian pharmacies at a 30% currency discount... Buy GILD AT below Par.. you will not regret it!
    Sep 25, 2015. 04:24 PM | 9 Likes Like |Link to Comment
  • Plunge in healthcare drags averages down [View news story]
    she will be in jail and has no chance of winning anything.. what do you think .. Donald or Hilary... What if Dr. Carson makes the nomination... this is all too speculative and has no bearing on the money GILD and CELG are making today... Congress has no legal means to regulate the drug pricing and you can issue whatever order you like.. GILD can refuse to sell the drug in the US and watch the President take heat as people in the US do not have access to the best cure for the disease... More sabre rattling .. just noise... The next President will be Republican and Free Enterprise will once again be allowed in our Democracy!
    Sep 25, 2015. 04:16 PM | 21 Likes Like |Link to Comment
  • Plunge in healthcare drags averages down [View news story]
    I was buying hard today.. at Par GILD is a steal... and we also like CELG
    Sep 25, 2015. 04:12 PM | 14 Likes Like |Link to Comment
  • Frustrated Schwarzman argues higher valuation for Blackstone [View news story]
    Still low.. this is a first class operation and the market has taken it too far down.. we have been accumulating lots during this pull back.. see you at $48
    Sep 4, 2015. 11:28 AM | 6 Likes Like |Link to Comment
  • Gilead Sciences: Under $105 A Share Is A Gift [View article]
    Will start to nibble at Par and at $5.00 ps increments on the way down... Love the story and the stock... in with an average of $78 so this will be another buying opportunity... I am with Brett.. our largest position!
    Sep 3, 2015. 04:28 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences Is A Safe Harbor From The Market's Recent Volatility [View article]
    If you can get a sub par average .. you should be Golden... this is a WHOPPER of a WHALE and to buy it so cheap is in our thinking a huge opportunity.. our largest position by far!
    Sep 1, 2015. 08:39 AM | 3 Likes Like |Link to Comment
  • U.S. auto sales forecast to fall 4% in August [View news story]
    Not sure what an old timer is , but I am a car nut.. and there is NOTHING in the GM inventory except for the Vet and Camaro that have any traction .. On the other hand Ford has a line up to die for with the new Shelby 350 R and a host of "F" cars that are just kicking butt.. Fiesta, Focus, Fusion, Flex and then there is the F-150 Truck Line that is blowing the doors off. Notably I did not mention the Taurus and C-Max .. Meanwhile F is in the ditch and the stock price has gone no where except down ... Sooner or latter Mr. Market will see the debt reductions and the common platform as a huge bonus for Ford as they continually whittle down the former and keep introducing world class vehicles... Also I would be remiss if I failed to mention the price points of Ford.. All of the F Cars start below 25K with the exception of the Taurus which is just a tad above... I am LONG Ford and by the time I am an "Old Timer" I fully expect Ford to keep me in wheels !
    Aug 26, 2015. 08:02 AM | 3 Likes Like |Link to Comment
  • A Review Of Gilead's Pipeline (Part 2): Focus On Zydelig And Lymphoma/CLL Candidates [View article]
    Weeds or Facts? In any case always appreciated... now if the market will only sell it down to the par mark... just waiting to pounce!
    Aug 20, 2015. 10:22 AM | 1 Like Like |Link to Comment
  • A Review Of Gilead's Pipeline (Part 1) [View article]
    AS usual, your articles are checked full of information and I for one appreciate you and your articles.. thank you
    Aug 18, 2015. 09:45 AM | 4 Likes Like |Link to Comment