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  • Facebook: Opportunities And Challenges In E-Money Space [View article]
    monfrere: seriously, you don't have a clue.
    Apr 18 04:37 PM | 1 Like Like |Link to Comment
  • Ready For A Rebound? Gilead's $1000 Pill [View article]
    $GILD - the costs associated to prevent a miserable death from HEP C is a Red Herring. Moaning and groaning about 'who is going to pay for the Sovaldi treatment regimen" is a waste of bandwidth.

    In the final analysis -- Doctors will prescribe it and insurance carriers will pay for it.
    Apr 17 02:31 PM | 4 Likes Like |Link to Comment
  • Reevaluating Gilead Sciences After The Sell-Off [View article]
    I read a short 'blurp' about JNJ using a drug in conjunction/combination w/ Sovaldi to treat HEP C. I believe this is an important development, if true, because of JNJ's distribution capabilities. If it is true that 3% of the Global population has HEP C; the more lines of distribution available, the better for Sovaldi. I find it amazing that HEP C (as well as A and B) can lie dormant for decades before viciously attacking a person's liver. Therefore, there may well be a huge number of people in the World unaware that they're infected w/ HEP C.

    I've also been told recently that an Article appeared in the New England journal containing information about Sovadi. So, the word is getting out on the efficacy of Sovaldi. I haven't seen this Article so I'm relying on what I've been told.
    Apr 16 06:05 PM | Likes Like |Link to Comment
  • Facebook slips; ITG data points to subdued Q1 numbers [View news story]
    Mr. Holm: Quit suffering -- Sell your shares in FB. Act on your own research and dump the shares, you owe it to yourself.
    Apr 16 02:38 PM | 1 Like Like |Link to Comment
  • Texas reconsiders Sovaldi limits [View news story]
    $GILD - It never ceases to amaze me about how politicians think. "How can we 'dapple' in things we don't understand" mentality. Here we have a disease that is a monstrous way to die when the Liver is attacked by HEP C. Here we have what may be characterized as a CURE but due to the cost, all else fails in the analysis. Meanwhile, back at the ranch, tax revenue is squandered in a myriad of 'projects' that are only on the drawing board because some lobbying interest group needs to be repaid, as a thank you, for dumping a ton of money in some politician's re-election campaign.

    Genocide is a horrible word to describe a horrible scenario of benign neglect in failing to do something about a gross injustice. Well, watching people die in a miserable way and questioning the cost of a Cure is a modern day version of genocide imo.

    Forget the damned cost and let this breakthrough drug (Sovaldi) be available to everyone afflicted that will ultimately die in a very sad and suffering way.
    Apr 16 11:47 AM | Likes Like |Link to Comment
  • Gilead Sciences' Solvadi Is A Game Changer [View article]
    Zubunda - well stated. There is one important characteristic about HEP C that sometimes is under appreciated: DYING OF LIVER DISEASE IS A MONSTROUS EPISODE for the afflicted person. The statement: "I wouldn't wish this on my worst enemy" is apropos when the Liver is attacked by HEP C.

    In reality, the more people become aware of exactly what the degree of suffering is when the final days approach; the quicker people like Waxman will shut the hell up about the price and focus on the benefit that Sovaldi offers to liver disease suffers.

    It never ceases to amaze me to what level a subject HAS TO BE DUMBED DOWN to get these politicians to understand a topic. They all say they have an IQ of 160 (but fail to tell us they took the IQ exam twice and added the scores).
    Apr 15 02:08 PM | 5 Likes Like |Link to Comment
  • BP: Solid High-Yield Play Gets Upgraded [View article]
    I've owned $BP for a long time -- added more when 'the world was ending' for BP. Never seems to fail - when everyone hates a company while the fundamentals are strong and the sector can't be ignored for long, it's time to buy. A perfect example of a Ben Graham/David Dodd opportunity to buy was in 2010. The shares were selling below $30. The dividend was eliminated w/ the promise to return when the justifiable debt was paid for the horrendous spill. BP did what it said it would do -- paid a king's ransom and reinstated the dividend.

    I'm still buying BP when Mr. Market puts the shares on sale. Obviously, it's been a winner since 2010 in accordance w/ Graham, Buffett, and Peter Fischer's criteria.

    When investors have to swallow hard to buy a beaten down company, that's usually the time to go long (if the fundamentals are in tact). BP is a glaring example of when to buy quality companies.
    Apr 14 03:39 PM | 10 Likes Like |Link to Comment
  • This Niche Could Help Facebook Grow Aggressively [View article]
    This Article points out why FB is an interesting company to own. Very dynamic approaches to expanding the varieties of business opportunities to explore. Not every idea will be successful although there is always something learned when thinking outside the box.

    FB reminds me of GOOG when it went public. Tremendous amount of negativity in the media. GOOG was adventurous and certainly has proven itself despite all the doomsayers.

    IMO NEVER underestimate the power of creativity from a company that has an incredible abundance of intellectual capital and a willingness to try new things.
    Apr 14 11:32 AM | 9 Likes Like |Link to Comment
  • Reevaluating Gilead Sciences After The Sell-Off [View article]
    Well reasoned Article. Thank you Doc.

    I don't pay much attention to GS because I don't trust the entire entity. I haven't read the report on GILD. I doubt this analyst referenced all the bio pharma companies that have a business relationship w/ GS. Underwriting and other investment banking services provided by GS renders this report less than an Objective evaluation of the merits of Sovaldi and GILD imo.
    Apr 14 11:13 AM | 2 Likes Like |Link to Comment
  • Exxon Mobil: Black Gold Or A Lump Of Coal? [View article]
    $XOM - I am a long time holder of XOM -- have reinvested dividends back into XOM and other stocks, primarily in the energy sector.

    It's interesting to go back 10 years (2004) and look at the results of XOM total annual return in share price and dividends. Assume these proceeds of dividends were reinvested only in XOM shares. The results may surprise you as a long time investor in XOM shares.

    It's worth the effort imo.
    Apr 13 09:19 PM | 1 Like Like |Link to Comment
  • Tesla: Don't Say You Never Had A Dip To Buy On [View article]
    For those investors that are Bullish on TSLA -- take a look at the history of 'technology' companies fundamentals in 1999-2000. Then take a look at TSLA's fundamentals and draw your own conclusions about the probability of future share price. Satisfy yourself about whether being Long makes sense.

    On the other hand, tell yourself that TSLA isn't a technology company or that sales in China are just about to occur or Elon Musk is an all-knowing genius with a vision that will overcome any vicissitudes of the sector and the market and any other "Blue Sky" it's different this timeā€¦.

    TSLA is up against formidable competition and is, essentially, a one-trick pony selling at percentages of Revenue (not earnings). Historically, companies selling at percentages of revenue fall like rock when the euphoria stops and reality sets in. This may already be happening and if you're Long - you may get your head handed to you.
    Apr 11 05:18 PM | 2 Likes Like |Link to Comment
  • Facebook Likely To Surf Past Estimates [View article]
    It's a mistake, imo, to underestimate Z. and his group of advisors, insiders and others that have provided the intellectual capital thus far. Although I'm long the shares - I don't wear rose-colored glasses. I watch the ratios and agree that they're high, no question about it. On the other hand, last summer WS was knocking FB because there was no monetization of Mobile. According to all the 'geniuses' on television's pump and dump channels as well as the 'rags' that predict the future of stocks -- FB missed Mobile and wouldn't be able to change that screw up anytime soon. Well, in 1 Quarter ending last July -- FB Mobile revenue went from Zero to 30% of TOTAL ad revenue -- Then, the next Quarter report (July 24th), Mobile Ad revenue increased by 41% up from 30%. Total Ad Sales $1.6B up 28% Qtr to Qtr and 61% Y-t-Y. And, despite all the naysayers, things haven't slowed down for FB.

    The new 'flavor of the month' for the WS naysayers is the Cost of acquisitions (WhatsApp and Oculus). Well, let's see what happens on that front. My point is that FB garners a lot of negative publicity, primarily on television, from self-anointed pundits that have to go on television to get recognition that they, in many instances, couldn't get from actually trading in the market. Those that can do; those that can't, go on television and tell everyone else how to do it.

    I'll keep betting on FB until the dynamic changes for real not in the imagination of the WS clowns.
    Apr 11 03:55 PM | 6 Likes Like |Link to Comment
  • BP - The Horizons Have Widened Again [View article]
    I've owned BP for a long time and I've been adding to positions in it. I'm a Value investor and have always bought QUALITY companies (based on Fundamentals) when almost everyone is negative on the shares.

    Over 35 years of buying equities based on Value criteria; I've either been real lucky or this is precisely when you want to buy quality companies.

    I believe the negative sentiment against BP has been reduced, although there is still plenty of negativeness -- especially if you're being paid as a claimant to be negative.

    I'm adding to my BP position.
    Apr 11 03:33 PM | Likes Like |Link to Comment
  • Cisco And Heartbleed, A Class Action Lawsuit In The Making [View article]
    Class Action -- tempest in a teapot.

    If you want to see real panic -- buy TSLA. Now, that's scary!!
    Apr 11 03:02 PM | 2 Likes Like |Link to Comment
  • Why Facebook May Approach Triple Digits [View article]
    monfrere - you bring somewhat 'esoteric' rationale and question my ability to comprehend the basics of finance. Really? Wow, one of us doesn't understand finance -- but, it isn't me.

    Your 'logic' or what you consider "literally meaningless' shows precisely and unequivocally what you do and don't understand - and that's pretty basic. TSLA is a POS as a stock, enhancer of shareholder value and a complete destroyer of purchasing power for its shareholders. There's the basics of finance that you can't comprehend. Monfrere - Le Bon Tempe Roilles.
    Apr 10 05:34 PM | Likes Like |Link to Comment