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rlbeard

rlbeard
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  • Chelsea Therapeutics: Primed For An Easy Double [View article]
    on your article for IPCI you talked of a milestone payment of $15 million from Par but the company denies this payment. Are all of your facts so well researched and where is the backup for that statement??
    Dec 5 04:25 PM | Likes Like |Link to Comment
  • IntelliPharmaCeutics - Primed For An Easy Double [View article]
    in fact the company says there was never a statement made about a milestone payment by Par in press releases.
    Dec 2 08:26 PM | 1 Like Like |Link to Comment
  • IntelliPharmaCeutics - Primed For An Easy Double [View article]
    can you tell me where you got the $15 million milestone payment by Par upon Focalin XR approval by the FDA as I can not find it and the company won't verify it.
    Dec 2 08:26 PM | 1 Like Like |Link to Comment
  • Arena Sales - Pacing Along Modestly [View article]
    I am one that looks forward to your article if only to get the numbers from an informed accurate source that are not so easily accessed otherwise, thank you, I feel the criticism you get is unfounded
    Sep 27 05:09 PM | 2 Likes Like |Link to Comment
  • All Eyes Awaiting Arena Prescription Numbers [View article]
    I don't know why so many rabid bulls give you so much flack, I like your articles and feel they are very factual and fair.
    Aug 15 02:04 PM | 10 Likes Like |Link to Comment
  • ConocoPhillips Co. Dividend Stock Analysis [View article]
    no my response was about the author to Geneh comment from the author that he had gained not just experience but wisdom and I said I doubt the author dividends4life had gained either. from experience you learn and I don't think he has wisdom or gained much experience. This was a hit article on COP well disguised. If you read some of his recommendations in other articles they are terrible compared to any of the measurements he used on COP. I have taken him off my reading list forever.
    Aug 13 08:17 PM | Likes Like |Link to Comment
  • ConocoPhillips Co. Dividend Stock Analysis [View article]
    I would question he has gained wisdom, it would take another depression to get it to the levels he would recommend, I don't see him recommending this stock in my lifetime and I am 64. That is one of the most bearish scenarios of when to buy COP that I have ever seen. Using his basis i would have missed out on a double in the last 3 yrs. Having said that yes I would buy at 37 or 47 but don't plan on seeing it again without some major spinoffs. This was a totally useless article for anyone
    Aug 12 03:43 PM | 2 Likes Like |Link to Comment
  • Arena's Week 8 Sales Modestly Up [View article]
    if you use the symphony numbers(adjusted 20%) on your Belviq vs Qysmia chart for this week it looks radically different and really shows a trend line that is forming that is much higher than the trend line of Q.
    Aug 12 11:39 AM | Likes Like |Link to Comment
  • A Look Back At Prior Belviq Sales Predictions [View article]
    I would say that your idea that improving sales growth exceeding that of Vivus launch of Qysmia not supporting a company value higher than that of Vivus is ridiculous. Their sales and partners and pipeline support a price much higher than current value. There are so many companies with worse stats that it is hard to name them all but the ones that come to mind other than those already mentioned are Facebook, amazon, VVUS, NFLX, etc. you are not buying current situation you are buying the future, some see more of a future than others what amazes me is that you chose to pick on ARNA when there are so many companies in worse shape with less prospects, higher PE and worse financials. This article shows that your bias is being pushed by possibly another agenda. Time will prove you correct or wrong, but you definitely published this on a poor day for you. Personally I see a very very bright future for this stock and it may be triple your prediction($4) by yearend. Your creditability will suffer.
    Aug 5 04:32 PM | 19 Likes Like |Link to Comment
  • Loopholes allowed Apple (AAPL) to avoid $44B in U.S. taxes from 2009-2012, claims a Senate report released shortly after Apple's official statement. Though peers have also been accused of using offshore havens, the report argues Apple went further by creating a subsidiary (responsible for ~1/3 of profits from 2009-11) that used differences in U.S. and Irish law to have no residence whatsoever. Sen. Carl Levin calls this "the Holy Grail of tax avoidance." Also, while Apple claims $6B in FY12 federal tax payments, the report claims the real number is $2.4B if one backs out deferred payments on foreign cash (only paid if/when the cash is repatriated). [View news story]
    Most people are ignorant of tax laws and think any deduction is a loophole. business expenses are business expenses and if you are not in business then don't comment. If I hire you to make something then your wages are an expense they aren't a loophole, the materials used are expenses, the utilities are expenses the depreciation on the place you work or the rent is an expense they are not loopholes, the oil industry is give depletion allowances the loopholes they are talking about are expanded depreciation of drilling costs which can be written off in one year vs over 10 years. this is not a loophole it is to generate more oil so you can get your money back faster, whether they write it off in one or ten years makes little difference to taxes in the long run only to the stimulus to encourage those to drill.
    May 20 08:16 PM | 5 Likes Like |Link to Comment
  • Loopholes allowed Apple (AAPL) to avoid $44B in U.S. taxes from 2009-2012, claims a Senate report released shortly after Apple's official statement. Though peers have also been accused of using offshore havens, the report argues Apple went further by creating a subsidiary (responsible for ~1/3 of profits from 2009-11) that used differences in U.S. and Irish law to have no residence whatsoever. Sen. Carl Levin calls this "the Holy Grail of tax avoidance." Also, while Apple claims $6B in FY12 federal tax payments, the report claims the real number is $2.4B if one backs out deferred payments on foreign cash (only paid if/when the cash is repatriated). [View news story]
    watch stupid democrats try to make it worse, they will change the laws so the corporations move more of their headquarters to other countries, the problem is not the loopholes it is the taxation and greed of the overspending politicians. It is like green environmentalists making regulations so strict they cause businesses to leave the USA and go to China where the pollute 5X as much but they feel better but should realize it is still "global" in warming not USA and they are causing more of a problem than they are solving. They call it myopic vision or blindness. You really need to think a little bit about the problem to solve it and not make it worse. By giving credit to the foreign taxes and lowering our tax rate they could improve their total receipts. I wrote to both of my senators about a tax credit for employers employing more workers than they had on 3/1/13 for two years of their employment, say 15% up to $100,000 of earnings/yr, this would actually be revenue generating as they would be paying 15% in payroll federal tax, 15.3% in social security tax, and the govt wouldn't have to pay unemployment benefits. I got zero response. Wonderful politicians.
    May 20 08:12 PM | 5 Likes Like |Link to Comment
  • Apple (AAPL) releases Tim Cook's official statement (.pdf) to the Senate ahead of his Tuesday appearance at a hearing on corporate tax payments. Among other things, Apple claims it paid ~$6B in federal taxes in FY12 and a 30.5% effective federal tax rate, and that its foreign units don't engage in the practices the hearing focuses on (the shifting of IP to offshore havens, revolving loans from subsidiaries, etc). The company proposes a tax system that's "revenue neutral, eliminates all tax expenditures, lowers tax rates and implements a reasonable tax on foreign earnings." (previous[View news story]
    you really need to study cause and affects better, the major problems in the US to retaining jobs are not wages, they are high taxes, regulations and union nonsense that doesn't allow a carpenter to pick up a board for example, kickbacks to politicians, The CEP of Cisco once stated that the cost of a facility built in the USA was approximately double that of most other countries due to these problems and that was before a income tax problem was 50 % higher. Our production per worker is much higher and wages are not the problem, our politicians and liberals (i.e. unions and green environment)are our problems. I know we don't want to pollute so why make regulations so burdensome we go to China and pollute 5X as much isn't it a global environment?? So the green agenda in the USA in reality is causing more global problems not less.
    May 20 05:09 PM | 14 Likes Like |Link to Comment
  • Will Caterpillar Bulldoze My Portfolio Higher? [View article]
    pat, I own both CAT and COP but have owned cop for much longer. if you don't have cop in your portfolio, then I would say it should be your number one pick for the reasons you originally gave. It is more shareholder friendly and with the Gulf of Mexico discoveries, the NG export passage, and their guidance of great growth in production for the years ahead I see share value continuing to increase along with dividends. In the 3 yrs I have owned it it has provided a compounded 24% annual return (this includes the value of the spin off of PSX), I do not believe Cat will do that for you. I do think it is a good time to buy CAT but the yield is much less and likelihood of future dividend increases not as good. Both are great companies and are hands down over the others you mentioned IMO. As far as COP reaching price targets, I feel those numbers as the most worthless of any investment criteria as they are pulled out of the sky and change like diapers.
    May 20 03:36 PM | 3 Likes Like |Link to Comment
  • Newly public ING U.S. (VOYA) is up 20% since its IPO 2 weeks ago, but only trades at 60% of book value compared to the average life insurer (MET, HIG, PRU) selling for near book, writes Andrew Bary. Not only that, but the company is misunderstood - it's more retirement-services specialist and asset manager (think PFG) than life insurer, and should command an even higher valuation. What's more the seller (ING) was forced by regulators to do so against its will, the ING CEO calling it a "significant destruction of capital." Spinoff & Reorg Profiles - rarely a fan of promoted IPOs - think's it's worth $31. With an easily digestible $6B market cap, it might be worth even more to an acquirer. [View news story]
    not only that but the writer failed to state that ING still does life insurance and annuity agreements which HIG just exited with losses. These are not branches to be in right now in a low interest environment. I feel HIG is still the best of the ones listed for capital appreciation. I think HIG is near 60% true book value. As true book is closer to $50. I am beginning to lose respect for a lot of seeking alpha writers that do poor research on topics they write about.
    May 20 03:12 PM | Likes Like |Link to Comment
  • What's Up With Conoco's Dividend? [View article]
    overall I agree good article, the only exception I would make is what I do with every article on COP that wants to analyze its stock appreciation or dividend, they want to use the years past but give no credit for PSX spin off, for those of us that have been in COP before the spinoff we got an increase and several more since the spin off. If you are not going to include these then don't go back before 2012 and just say cop has not raised its dividend since the spin off but it got rid of a lot of income production with the spin off and kept its dividend the same after which in reality was an increase.. If you sold PSX then you reduced your holding by $17 per share so they had a 20% plus dividend increase at that point. I just don't think you should exclude it as if you where in business you wouldn't want someone to exclude the bonus you gave them from their pay when considering moving on especially if it was a 20% bonus.
    May 3 06:16 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
66 Comments
113 Likes