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rlbeard

rlbeard
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  • Does JAZZ Have Any Pizzazz Left? [View article]
    your answer was very defensive and it was the analysis of that information not the information that I was questioning. Another comment is that all companies have a huge risk evaluation and I don't think from the ones I have read that Jazz's are any more risk oriented than others in similar industry. So I highly question your intent to write a good article with a positive spin on this company but your intent seems to want to knock it. Your comments in regards to your wife's illness is to solicit feelings for you that don't equate to you knowing anything about pharma, If your dad was a pharmacist and developed drugs, it still wouldn't mean you knew anything about it. Knowledge doesn't come by osmosis unfortunately or fortunately.
    Apr 16 07:51 PM | Likes Like |Link to Comment
  • Does JAZZ Have Any Pizzazz Left? [View article]
    sorry to hear about your wife, but now you are saying you plagiarized the article and didn't give credit for same, I doubt seriously they said they were a one drug company as that is your analysis and I have read the 10k but you did not address my complaint about your article and that is that they have reduced reliance on Xyrem greatly in 2012 and that that trend is just getting started. the fact that the other drug sales in 2012 were 63% of 2011 revenues is not a small factor to be swept under the rug especially when put up against the Xyrem revenue which continued to grow at a rate of 55%. now I agree that this growth is unlikely to continue in Xyrem at that rate although it has a ways to go but the other drugs should continue to grow. It is hard to believe that your analysis which accounted for 35% of 2012 sales were ignored
    Apr 16 06:40 PM | Likes Like |Link to Comment
  • Does JAZZ Have Any Pizzazz Left? [View article]
    I would say that your analysis is lacking. The comment I would base this on is in your own analysis. Xyrem accounted for 88% of its sales in 2011 ( .88 X 272M= 239M and it accounted for 65% in 2012 ( .65 X 586M= 381M) Which means they increased sales of other drugs from 33M to 205M which is a huge improvement and growth situation(almost a 600% growth). I would say that their pipeline is growing quite well and they are working very well on getting other drugs to overcome the one drug problem you highlight. This growth of 172M in other drugs was 63% of the previous years total revenues. How many other biopharmaceuticals have put up those type of numbers on growth of pipeline over existing drugs? so I guess it is whether you look at a glass half full or half empty.
    Apr 16 02:06 PM | Likes Like |Link to Comment
  • 5 Natural Gas Transportation Stocks For 2013: March Update [View article]
    I love this portfolio choices, tops in their fields.
    Apr 1 12:22 PM | Likes Like |Link to Comment
  • What Alaska's Oil Tax Cut Means For ConocoPhillips [View article]
    I would have to agree i bought cop three years ago and counting all the dividends, psx spinoff and price appreciation have doubled my investment and I think there is a lot more to come. I have really enjoyed their new plan to divulge most foreign country assets and concentrate in North America. It is beginning to show it was a good decision and as NG prices improve it will be even better longer term.
    Mar 23 03:28 PM | Likes Like |Link to Comment
  • What Alaska's Oil Tax Cut Means For ConocoPhillips [View article]
    you are correct on the numbers i used and after rereading the article I thought originally the progressive of .4% was per $10 not per dollar so that on $100 oil the last dollar is taxed at 55% and would average out at about 40% at that price so now I can see the reduction will be about 5%. What also amazes me is your enlightening statement about Sarah Palin passing one of the highest taxes ever on a business contrary to her image as a tea party non tax person. I am sure their taxes on gas are similar. But now I can put some numbers on what will mean to earnings, I have a large position in COP of 8000 shares and i did enjoy your article but was seeking the actual numbers as I am a number person and I misfigured on the original reading and couldn't come up with the cut but as said on rereading figured it out. I also really appreciate your responding to everyones reply, very considerate.
    Mar 23 03:20 PM | Likes Like |Link to Comment
  • What Alaska's Oil Tax Cut Means For ConocoPhillips [View article]
    using your numbers they produced 188000 barrels per day or 68 million barrels and this accounted for 570 million in earnings or about $8 per barrel and out of the 110 per barrel or 7.5 billion in revenue they paid 4bilion in taxes which seems to be a lot more than the current 25%. I am not being able to use your numbers and make them mesh with what the article says. Please inform
    Mar 21 06:52 PM | Likes Like |Link to Comment
  • What Alaska's Oil Tax Cut Means For ConocoPhillips [View article]
    from the title of the article I expected a numerical breakdown at current prices of how much per barrel the savings would be under the new plan. current tax is 25% and it is going to 35% they currently make about 14% profit margin which is about $14 per oil so I don't see how this is going to make them money as they haven't gotten over the 30 per barrel situation. now if you look at operating margin it is 24% or about 24 per barrel. I am really having difficulty in seeing how this saves them money. I wish you could have broken it down numerically as I never trust what politicians say.
    Mar 21 06:46 PM | Likes Like |Link to Comment
  • After last year's shareholder vote on pay (down), Citigroup (C) adopts a new executive compensation program (8-K) using "a scorecard-based structure preferred by many of Citi's investors." So-called "Performance share unit awards" will "further" the effort to link pay and performance. New CEO Michael Corbat receives $11.5M in pay for 2012, roughly half cash, half stock and PSUAs. [View news story]
    I think there should be federal regulations on the pay of CEOs most receive far more than they are worth and are using the companies as personal piggy banks.
    Feb 21 06:01 PM | Likes Like |Link to Comment
  • Is Japan Prompting A 1930s-Like Currency War? [View article]
    I can't believe you all are blaming Japan when it was Obama and QE that started this currency war. Obama devalued the dollar and continues devaluing the dollar and most are screaming for more when then should be appalled. It is his blame game again that someone else did it but it is all him. It is Obama that has caused this economy to stink and not improve, he is holding it back with regulations, threats, and poor economics but to accept that you have to realize you made a mistake putting him into office for a second time.
    Feb 21 08:20 AM | Likes Like |Link to Comment
  • Is Japan Prompting A 1930s-Like Currency War? [View article]
    let us put the blame where it started, the currency war started with Obama and bernanke and they were warned about their QEs causing this by many countries in the world at QE1 yet they continued in devaluing the dollar by over 40% Why won't people wake up and blame the person for so much of todays problems. Why does he get to skate free.
    Feb 20 10:53 AM | Likes Like |Link to Comment
  • Stocks Are Overbought: It's Time To Raise Cash And Wait For A Pullback [View article]
    I am overall bullish on the economy on a gradual slow increase nothing spectacular, but I am very bearish on Congress and their ability to avoid the govt shutting down before they agree on spending cuts. This will cause a short term market collapse followed by a nice rally, similar to what we saw repeatedly during 2012 with the European problems. The big money likes the ups and downs and bashing of retail investors and it will continue. This will create a huge buying opportunity. I didn't want to wait til everyone headed for the door and locked in my 8% return a week ago and sitting on sideline with 70% cash waiting It seems I was a little early but I am sleeping well. Only long position is AAPL because of earnings and China Mobile which could give them a 20% up in sales if consummated and the language seems to indicate that to be true for the first time in 12 months.
    Jan 13 05:54 PM | 1 Like Like |Link to Comment
  • Apple Breaks $700 Barrier, Forms New Partnerships [View article]
    I would go for a 2 or 3 for one stock split but sure hope it doesn't split more, it would make the option plays i do less profitable and not really help the small guy who has gone to playing aapl options instead of buying stock.
    Sep 22 01:01 PM | Likes Like |Link to Comment
  • Apple Breaks $700 Barrier, Forms New Partnerships [View article]
    that type of thought pattern is what got us in trouble in the Middle east, when a supplier is competing and stealing from you, you must quit doing business with them or go out of business.
    Sep 22 12:59 PM | Likes Like |Link to Comment
  • Wins And Losses In Apple's IOS 6 [View article]
    I think it is a smart move to move away from supporting those that are not only competing with you but are also stealing your patents, i.e. Google and Samsung. They will work out the details but the war is on with those two.
    Sep 22 12:45 PM | Likes Like |Link to Comment
COMMENTS STATS
66 Comments
113 Likes