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  • Gilead May Represent A Rare Value Opportunity In Biotech  [View article]
    I'll wait to see what the side effects of MRK's Hep C concoction produces. We know that Harvoni and Sovaldi have been on the market 3 full years and there are no significant side effects to either of these Hep C drugs.

    New drugs coming to market doesn't tell the entire story. Side effects show up the first year of the new drug's introduction. Let's see what happens in that respect.

    GILD is the company in HIV and Hepatitis and that's not going to change anytime soon. And, the scary speculation that govt is going to kills the baby w/ price controls is a pipe dream, imo. Once the politician are elected, the issue will be moot.
    Feb 4, 2016. 08:28 PM | 3 Likes Like |Link to Comment
  • ConocoPhillips' dividend cut decision ripped in conference call  [View news story]
    COP mgmt/BOD have no regard for shareholders. We take the Pain while the honchos keep their salaries and perks. 66% cut of the dividend is a disgrace and shows investors the quality of mgmt along w/ the lack of ethics.

    IMO it's unethical to cut dividend by 2/3rds while the members of the mgmt team and Board of Directors maintain their salaries, perks, and options.
    Feb 4, 2016. 07:17 PM | 30 Likes Like |Link to Comment
  • ConocoPhillips declares $0.25 dividend  [View news story]
    Cutting the Dividend is a bad strategic move for COP. I do understand that, in reality, no company can produce or buy Oil, refine the Oil paying the costs of transportation into the facility along w/ wages, fill a barrel, and transport it back out for $30 a barrel.

    I'll wait for the Dividend ex-date and then dump these shares. Shows me the mgmt team doesn't have shareholders in mind.

    I'll bet the CEO, CFO, and other members of the MGMT team are still getting 100% of their salaries and various perks.
    Feb 4, 2016. 04:04 PM | 1 Like Like |Link to Comment
  • Gilead Sciences declares $0.43 dividend  [View news story]
    It's difficult to understand (or even believe) that a Company that generates $30,000,000,000/yr or more is selling at a PE under 7x. More astonishing is GILD's foremost position in Hepatitis and HIV seems to be meaningless in terms of any rational Fair Value metric.

    I've watched Mr. Market be giddy or severely depressed over my 35 years buying, selling, and trading. When it comes to GILD's evaluation in light of its position, fundamentals, and the quality of its mgmt team, $83/sh is a new dimension in Mr. Market's bi-polar brain disorder.

    I don't know when it will happen b/c unlike many writers on SA, I don't know the Future. As a long term investor, however, if this isn't a buying opportunity for GILD shares; I'd like to see what publicly held company offers a better value and growth opportunity than GILD.
    Feb 3, 2016. 05:56 PM | 2 Likes Like |Link to Comment
  • Gilead Sciences declares $0.43 dividend  [View news story]
    Since I've owned GILD there has been initially a $5B share buyback program. Then the company announced a $15B (5 year) buyback program and now the company earmarks a $12B buyback to commence when the current one is fulfilled.

    Some investors like acquisitions as a means of enhancing shareholder value. Personally, I like buyback programs and dividend increases rather than the onerous effort to integrate separate corporate cultures on the run.

    So, the $32B cumulative buyback program is music to my ears, particularly since GILD is THE company in HEP C and HIV.

    At $80/sh -- I'm buying, buying, buying and with a little patience, I expect a $50/sh price appreciation as soon as common sense prevails again.
    Feb 2, 2016. 08:32 PM | 4 Likes Like |Link to Comment
  • Gilead Sciences reports tomorrow  [View news story]
    unrelenting speculation up or down is meaningless to serious investors.
    Feb 1, 2016. 05:25 PM | 1 Like Like |Link to Comment
  • AIDS group sues Gilead over patents as a tactic to gain access to HIV drugs  [View news story]
    "If Sanders is elected his policies will be moderated by the political process. America is not going to suddenly become a different country."

    Apparently, you know more about what will happen to the country under a Sanders presidency than he does even though he's surrounded by media consultants, political consultants, sound bite consultants, and 'savvy' political expertise that has developed his mantra for attracting votes sufficient to gain the White House.

    In other words, don't worry about voting for Sanders b/c regardless of what he says, it won't happen. Investors should be reassured that a 74 year old, old-line politician, w/ decades in the Senate is so naïve that everything he's saying on the 'stump' is to be disregarded since he can't really do what he promises he will do if he become president.

    Interesting analysis and I guess Sanders is wasting the $250m it costs to become the President of the United States. And, since he relies on the 'little people' to contribute enough money to realize his aspirations, he's flat out lying to himself and everyone that he receives political contributions from.

    Interesting take on Sanders and his inability to do what he promises to do if elected based on being 'moderated' by the political process. Someone should tell Sanders that he's wasting his time promoting democratic socialism.

    Investors better rely on their own instincts and common sense to evaluate the power of the Presidency.
    Jan 28, 2016. 10:35 PM | Likes Like |Link to Comment
  • AIDS group sues Gilead over patents as a tactic to gain access to HIV drugs  [View news story]
    Mr. Sanders seems to be an honest person. Unfortunately, perhaps too honest for his political aspirations. Scaring biotech investors that the price of drugs is too high and only he has the formula to drop prices significantly while extending medicare to every person in the country. Looks like more bureaucracy is his solution. I'm unaware how more bureaucracy costs less money. For biotech investors, I'm not sure how significantly reducing the price of life-saving drugs is going to stimulate future research and development in a science that has numerous failures for one success in biotech drugs. It may be politically popular to threaten the 'big bad' drug companies w/o considering the ramifications of this type of political rhetoric.

    At any rate, in my opinion - in Presidential elections, many many people vote their pocketbook and a socialist position that renders everyone poorer might not be the quickest way to the white house for a 74 year old politician. As a retired investor, Sanders scares me.
    Jan 28, 2016. 04:33 PM | 1 Like Like |Link to Comment
  • AIDS group sues Gilead over patents as a tactic to gain access to HIV drugs  [View news story]
    paper accepts ink -- filing a lawsuit is easy; meeting the burden of proof isn't automatic.
    Jan 26, 2016. 10:35 PM | 2 Likes Like |Link to Comment
  • These 6 Things Need To Happen Before Gilead Shares Go Higher  [View article]
    Good Article - the voice of reason.

    If GILD is in the midst of implementing its share buyback program ($15B over 3 years), the share price now should be taken advantage of by the company.

    Last week I read that there are 4 million afflicted w/ Hep C in the United States and 180M worldwide. Yet, we read on SA by a few authors/respondents that "Gild is a one-trick pony". I cannot understand how such a conclusion can be reached except to completely discount Harvoni and Sovaldi and all of the HIV products produced by GILD.

    At any rate, I hope GILD mgmt is accumulating tons of shares at current prices.
    Jan 15, 2016. 04:46 PM | 4 Likes Like |Link to Comment
  • Exxon Hits $74.6 - Oil At $200, A Thatcher Revolution For Saudi Arabia And The Market Crash  [View article]
    There are many UNKNOWN reasons why the Market acts the way it does, either upside or downside. There are an incredible number of individuals that follow the market and subjectively feel they have a handle on the reasons. Currently, energy investors are told relentlessly that the Supply of Oil far exceeds the level of Demand and, therefore, the price of Oil is falling precipitously. On that front, I see that an oil production in Iraq is millions of barrels per day. Yet, according to all reports in the media, Iraq is a country experiencing total war all over the country. So, I can help but ask myself why Iraqis don't, in mass, move to the Oil producing region where there seems to be tranquility in a sea of horrors. How can Iraq be producing and exporting millions of barrels per day in the face of an all out war in all areas of Iraq? I'm skeptical.

    Boone Pickens says there's about 1m barrels of surplus in the oil market. That's not a lot of Oil when over 30 million barrels or more is being produced everyday. Chrysler reports that over a third to a half of all vehicles it's been selling for the last year or more are SUV's. One would think that some of that surplus supply if being used up. Others say that there are huge storage places but I haven't seen any definitive places where all this excess Oil is being stored. 60% of all Oil is transported by Ship -- where are all the filled Tankers sitting off-shore? Harbors should be jammed w/ Tanker ships.

    Some reports say that there were over 1650 wells producing domestically 18 months ago. Reportedly, there are now 400+ Rigs producing domestically. So, that supply must be off the market. Junk Bonds are used to finance Fracking in many cases --- that market looks scary.

    Lastly, Super Majors refine as well as produce Oil. Refining should be booming since the feedstock (Oil) is so cheap. Integrateds should be doing better. Equities produce higher dividend returns than Treasuries. Many investors are chasing yield. So, equities should look good.

    Time will tell but, as a long time investor, I'm skeptical of what the 'experts' say about Oil Supply and Demand.
    Jan 15, 2016. 04:40 PM | 2 Likes Like |Link to Comment
  • Gilead submits TAF NDA for hepatitis B  [View news story]
    With all the media's criticism of side effects of every revolutionary advancement in Medical Science, I guess the end result should be to allow everyone afflicted die of the disease rather than risk the side effects.

    I've never seen a society that discounts wonderful results in favor of pointing out how the wonderful drug can kill you.

    Yet, I've rarely if ever heard the Media, every nightly news, ever concentrate on the side effects of Heroin, Cocaine, Methamphetamine, or other illicit legend drugs.

    From an investing standpoint, why bother investing in miracle cures that can cause baldness, fatigue, gout, or ingrown toenails side effects?
    Jan 12, 2016. 08:52 PM | Likes Like |Link to Comment
  • Exxon Hits $74.6 - Oil At $200, A Thatcher Revolution For Saudi Arabia And The Market Crash  [View article]
    Whether or not Saudi Arabia is able to bankrupt all or most of the independent domestic oil producers in the United States; memory of the actions of the Saudis won't soon be forgotten by the companies (and former officers and employees) or the politicians in those States.

    Saudi Arabia has demonstrated to all the Nations of the World that they are a mercenary regime that uses its one natural resource to severely damage other nations that are either energy-centric or energy reliant on energy production to maintain a state's standard of living.

    As oil workers continue to be laid off and municipal governments lose funding for schools, police, the judiciary, and road repairs; the Saudis are responsible in large part for the decrease in the tax base and the rise in unemployment.

    Friends like the Saudis we can do without.
    Jan 12, 2016. 04:06 PM | 6 Likes Like |Link to Comment
  • Gilead submits TAF NDA for hepatitis B  [View news story]
    When GILD was at $113 to $123, investors were saying the they would jump on GILD if this price ever fell below $100/sh. Apparently, now that the share price is below a hundred, most investors are too 'fearful' to buy the shares.

    Above is a great example of how people react to sentiment forecasts ala media interviews. Also a wonderful example of the "odd lot" theory. Buy high and sell low based either on unbridled optimism or unbridled pessimism.

    The reality is that GILD below a hundred is a great buy based on all the Fundamentals that have been discussed on this Board ad nauseum.
    Jan 12, 2016. 03:55 PM | 9 Likes Like |Link to Comment
  • Reexamining My Sell Thesis On The Oil Majors, Part 3: Chevron  [View article]
    According to MSNBC, Nigeria is complaining about the on-going price fall of Oil. According to this report, an emergency meeting of OPEC is being discussed.

    2016 - the Price of a barrel of Oil $30+ and falling. Saudi Arabia may have an ocean of Oil and can continue producing until the Kingdom has a Civil War in its own country. I guess deficits don't bother the Saudis.

    The Saudis haven't done themselves any favors w/ the other members of OPEC. And, have given the USA the impetus to repeal the ban on exporting Oil passed 40 years ago.

    I guess the Saudis want the price of Oil at Zero for awhile.
    Jan 12, 2016. 01:55 PM | Likes Like |Link to Comment
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