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zorro2828

zorro2828
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  • The Blackstone Group L.P.: Still A Buy Close To Its 52-Week High? [View article]
    I bought this one @ $17 and have been adding ever since.. I do not think there is risk even at these levels... in this run.. I am looking for $47 - $49
    May 27, 2015. 06:44 AM | 1 Like Like |Link to Comment
  • Gilead Sciences: Finally Gaining Momentum [View article]
    Mr. Market will change its mind based on numbers.. consistent earnings and revenue raises are exactly what will propel this stock much higher.. The FCF is simply mind boggling - couple that with a dividend and the sales of Europe and Japan and this is one sweet stock to load up on and keep in the quiver!
    May 20, 2015. 10:49 AM | 5 Likes Like |Link to Comment
  • Gilead Sciences: Finally Gaining Momentum [View article]
    not a great start to the say.. down $2 plus at $108.... I had hoped that on this run it would take out the $116 high from months ago... the DJ is off .13 and GILD is off ALMOST 2% .. there IS NO GOOD REASON FOR THIS DIFFERENCE .... Getting frustrated as the Company metrics and the trade action just keep not aligning .. GILD has a Fortress balance Sheet and yet it gets sold off like a cheap French perfume... Staying Long but tired of the stalled out share price.. my target is $150 - $175 and I still think I am being conservative.. As Bret said.. it is a fantastic company with great management and products including a CURE ...
    May 20, 2015. 10:02 AM | 10 Likes Like |Link to Comment
  • Senator wants Veterans Administration to use wartime provision to knock down price of Sovaldi [View news story]
    No Putin at least got rid of the muslim issue, more than likely he is on Abamma's payrol!
    May 13, 2015. 02:35 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences: The Best GARP Stock In The S&P 500 [View article]
    Robin Williams would have loved this one .. thanks for the smile
    May 13, 2015. 09:16 AM | Likes Like |Link to Comment
  • Why Is Gilead Sciences Doing So Well? [View article]
    Your target of $119 must be from 5 years ago... Just take the average market multiple of 17 X $8.00 EPD and you are @$136. and if they do $10 EPS $170/share... Our metrics have factored in many more metrics and we are targeting $140 to $150 by Christmas and higher is they start the acquisitions with the HUGE FCF!
    May 6, 2015. 09:36 AM | 2 Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    Our metrics indicate $135 - $150 by Christmas... We could see $117 next week...
    May 2, 2015. 10:29 PM | 3 Likes Like |Link to Comment
  • Gilead Delivers Another Blowout Quarter [View article]
    It is difficult to image that a 150B Company could report 1 set of earnings and the stock would soar 15 to 20 points in one day.. Simply, this is disingenuous .. it is all about pipeline.. what new drugs are coming on board.. you either did not listen to the conference call or you fell asleep.. GILD is the farthest thing from a one trick pony .. I think you should follow something like the steel business .. because you just do not get BioPharm!
    May 1, 2015. 04:47 PM | Likes Like |Link to Comment
  • Updating My Price Target On Gilead Sciences [View article]
    The short answer.. YES! We are looking at our math right now, and we are slightly above $150 by Christmas .. Numbers in this case are telling us FCF is expanding and the potential in the pipe is being valued at almost nothing.. We expect a purchase in Q2 and that alone may get us up to the mid $130's
    May 1, 2015. 03:42 PM | 2 Likes Like |Link to Comment
  • Updating My Price Target On Gilead Sciences [View article]
    NO.. I maintain they will stick to their own knitting and not branch out.. So, as usual we agree almost completely.. However, I think the Mr. Market will wake up and this stock will be at $140 - $150 by Christmas ,, it is simply too god from all metrics
    May 1, 2015. 03:29 PM | Likes Like |Link to Comment
  • Gilead Smashes Q1 Estimates; How Will The Market React This Time? [View article]
    we all know that you hate the stock trick3... it is $104 and when it hits $150 by Christmas .. I will remind you of your thesis that is simply not supportable.. Markets often get a stock wrong but this was a "See you and raise you" quarter.. the train is about to leave the station !
    May 1, 2015. 10:08 AM | 4 Likes Like |Link to Comment
  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    I have read the other articles on GILD this morning and was totally disgusted with one disingenuous article.. this is not a fly by night two bit company making nothing and going off the board tomorrow.. As a finance professional, it is difficult for me to understand why Mr. Market is still so far behind in giving this company its due... You nailed all the high points, Annual Gross Rev increase, FCF, EPS, Buy Back, 1.7% Div and strong profit margins.. all accompanied with a huge and strong pipeline that is ready to provide at least some more amazing products and hopefully another cure.. You have to be a special type of stupid for overlooking the obvious and ignoring the current value which is about 10X.. This GILD stock is on a fire sale and it is only up 3.27% as I type this morning... I think investors must be nuts to be investing in CELD, BIIB and REGN when this basement bargain seems to be languishing even after the "See you and raise you" quarter... I join many of the other readers and propose $150 - $175 by Christmas ... This is simply the best equity we have evaluated in the past 6 months... the story just gets better every quarter! Thanks again for your insightful and all encompassing overview!
    May 1, 2015. 09:57 AM | 6 Likes Like |Link to Comment
  • Gilead Delivers Another Blowout Quarter [View article]
    thanks Goalkick9.. What I find difficult to wrap my head around is this thesis of " Priced into the stock" and the "One trick". There is a burgeoning pipeline, tremendous growth including full Europe and Japan coming on board and a continued demand for the offering in the Americas. If, GILD was to only trade at current market multiples of 17X where would the stock price be? a lot higher! To think that GILD management is not going to continue to grow the portfolio, to ignore FCF and Gross Profit is simply inexcusable and I find this article disingenuous and trite. There is also a 1.7% dividend coming on board which will further incent investors to stay with this FCF behemoth to say nothing of the 15B stock by back. GILD management has a tradition of subscribing to UPOD and last quarter the naysayer were saying this was it for the revenue growth and once again.. THEY WERE WRONG! Management increased rev projections to 28 - 29B up from 26 - 27 B and most likely, that will be low when Q4 is announced.
    The market has this company trading as if it is a 10B company, but when it hits 30 B this year... what will the stock price do.. stay here or be much higher... I think the latter! I am very invested and very long on GILD
    May 1, 2015. 09:07 AM | 7 Likes Like |Link to Comment
  • Gilead's Predicament: Revenue And Earnings Are Unsustainable [View article]
    One thing I have learned, is not to worry about tomorrow for tomorrow will take care of itself.. Right now, the next 3 -6 Quarters look to be VERY VERY Strong and I trust management will do what is best for the Company, shareholders and patients .. so Merck may yet have an entry, but once you are the "Kleenex" in the tissue business, it is hard to move off the brand .. and that is a fact .. this is a tremendous brand with a CURE for patients... I am all in!
    Apr 29, 2015. 08:51 AM | 3 Likes Like |Link to Comment
  • Gilead's Predicament: Revenue And Earnings Are Unsustainable [View article]
    Revenues will be blow away and everyone is discounting one of the best management teams in the whole business... are they just going to fall off the map? Take a look at a 5 year chart and tell me you do not want to invest 7 figures in this beast... sorry but with this FCF and buy backs and not even including a possible dividend hike or 2 for 1 stock split... this is a CORE holding ... time is on our side.. to quote the Stones lyric!
    Apr 28, 2015. 04:56 PM | 7 Likes Like |Link to Comment
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656 Comments
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