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  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    Short term naked/uncovered Options aren't gambling and are, in fact, a wonderful tool for portfolio management and increasing the internal rate of return. I've used them for over 30 years quite successfully.
    Apr 24, 2015. 06:06 PM | 1 Like Like |Link to Comment
  • Phase 3 results show HCV-1 cure rates as high as 97% for Olysio + Sovaldi [View news story]
    $GILD - Barrons is quoting a guy, last name is Yee, writing that Harvoni scripts are down. Isn't it amazing how this guys crawl out of the woodwork just before Quarterly earnings to 'surprise' everyone about some tidbit of knowledge they alone have stumbled upon. Marketing, Marketing, Marketing w/o substance is the hallmark of Barrons. Find something to garner attention never minding about the validity or credibility of the source. Shock value sells the Rag. That's all that matters.

    I don't know how many scripts for Harvoni have been written last week or this week but I'll be surprised if there isn't more Harvoni scripts written in the last week or last month than this self-anointed expert claims.

    We will see pretty soon when GILD reports next week.
    Apr 24, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • Microsoft +9.8%; Street applauds FQ3 beat, cloud growth [View news story]
    $MSFT - wonderful Quarterly results. I have to laugh at Sherlund -- completely miss what's going on in the company he's supposed to be (or at least, self-described expert) following closely. And, then has the audacity to comment on the company's prospects. He gives new meaning to "I'm never wrong, I'm just early."
    Apr 24, 2015. 02:59 PM | 9 Likes Like |Link to Comment
  • Microsoft (MSFT) Q3 2015 Results - Earnings Call Webcast [View article]
    MSFT had great Quarterly results, by any metric today. While watching CNBC's "Fast Money", I couldn't help but notice that NONE of the 4 self-anointed 'experts' came anywhere near accuracy on predicting AMZN, GOOG, or MSFT's Quarterly results.

    Despite this fact, these 'experts' today said to "Fade MSFT". I have to laugh when, as usual, these 2nd guessers have the audacity to tell millions of viewers what to do and what not to do w/ picking stocks.

    And, finally -- every single one of them missed the 35% upward move in the price of Oil since March. What a group of CLOWNS!!

    But, be sure to 'Fade MSFT" -- that's their new collective wisdom today.
    Apr 23, 2015. 06:55 PM | 7 Likes Like |Link to Comment
  • Phase 3 results show HCV-1 cure rates as high as 97% for Olysio + Sovaldi [View news story]
    GILD - company's moves and results just keep getting better……..and better.

    Perhaps even the television 'gurus' might actually see that there's a biotech out there besides Regeneron and Biogen.

    GILD's is incredibly undervalued and on an upward Bias.
    Apr 23, 2015. 02:36 PM | 3 Likes Like |Link to Comment
  • 5 Reasons To Consider Gilead [View article]
    $GILD - high cash positions doesn't automatically mean any company should jump on some acquisition. With GILD's (BOD) decision to buyback $21,000,000,000 of its shares along with declaring a Dividend (1.6%) that approximates the yield on the 10 year Treasury; it may be time to relax corporate activity until the dust settles. I realize the buyback is over a 5 year period. Nevetheless, $21B of a $100/stock is a TON of shares on a company w/ a 1.47B Float.

    IMO Gild's mgmt team is focused on enhancing shareholder value as well as bringing incredible medicines to improve the human condition all over the Globe.

    Cash generation by GILD is astounding by any common sense measure and FCF is extraordinary which can be a recipe to go out and find a company to acquire. I'm not adverse to cherry-picking a company w/ Phase 3 drugs in huge cohort areas; I just think that it may be time to 'pump-the-brakes' until a clearer picture of where Hepatitis drugs stand as the penetration of global markets show a clear picture of market share.

    Just my view.
    Apr 21, 2015. 02:53 PM | 12 Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    $GILD - the company reports in 10 days. There may be some 'lift' as we close in on the quarterly earnings report. There may also be selling when the Qtr is reported. There isn't any real negative news about side effects or latent dangers from the drugs that GILD sells. So, all the neutral or negatives are a function of someone's imagination, imo. It seems that once someone on WS or in the Media reaches a conclusion, the emphasis then shifts to coming up w/ a narrative to fit the pre-conceived conclusion.

    I concentrate on Fundamentals, including the Pipeline. On that basis, GILD is selling at an extremely cheap valuation. In fact, in a sector that has high valuations (Biogen, Regeneron, as examples) -- GILD's valuation is hard to understand. One would believe that there is a significant problem w/ the drugs, the mgmt team, an inferior pipeline, or some other major detriment in order to understand the valuation on this $100/sh stock.

    I don't believe the shares are being manipulated b/c the Volume has been low and there isn't a high amount of short sellers.

    It's hard to understand what is keeping GILD's PE at 8 or 10 or 12, depending on how you want to analyze the financial statements.
    Apr 20, 2015. 04:40 PM | 10 Likes Like |Link to Comment
  • BP's Gulf of Mexico cleanup going better than expected, Bloomberg reports [View news story]
    Saul Goodman actually fits well in La. He's right at home w/ this on-going fiasco called the judicial system there.
    Apr 18, 2015. 04:31 PM | 2 Likes Like |Link to Comment
  • BP's Gulf of Mexico cleanup going better than expected, Bloomberg reports [View news story]
    $BP - IMO screwing BP innocent shareholders has become the national pastime in La. It looks like all the 'damages' hasn't harmed the television version of Alligator hunters all over La.

    BP's treatment in La is a National disgrace. 5 years later and $30B in reparations by BP's shareholders doesn't mean there is an end in sight.

    Anyone capable of filling out a claim form gets paid in La. Until the Oil spill, there was a business cycle. Now, if the business is down; file a claim form and the system will take care of any short fall.

    Disgraceful, imo.
    Apr 16, 2015. 07:51 PM | 12 Likes Like |Link to Comment
  • Microsoft Still Producing Piles Of Cash For Dividend Growth Investors [View article]
    $MSFT - the company everyone loves to hate. As a result of 35 years of investing, that's a BUY signal as far as I'm concerned. Dec 2012, price $26/28 sh, every 'expert' tripped over themselves telling the world that their clairvoyance told them and so they wanted to tell the world that "MSFT is dead money" or "MSFT missed every important innovation in the last decade" and on and on and on. Nothing positive then --- each 'expert' more negative than the last "expert".

    I started buying. And, I mean BUYING big time. Well, since Dec 2012, I've had to suffer through $20/sh +/- increase in share price. I've had to suffer through excellent dividend payments/growth. I've had to watch a very strong Balance Sheet turn into a Bullet-proof Balance Sheet. I've had to watch MSFT blow the doors off Enterprise revenue while these "experts" whined, whined, and whined about falling PC shipments.

    Yeah, when these short term 'experts' say 'get out' -- I like to 'get in'! Some of these experts ought to be studying instead of writing about which companies to buy or sell.
    Apr 16, 2015. 04:15 PM | 10 Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    I'm bullish on the price of Oil and I'm a long time shareholder of XOM.

    While the share price of the integrated is rising, that doesn't mean it's time for XOM to buy/acquire another energy firm. First of all, to move the needle for XOM, it has to be a huge acquisition. That limits the opportunities. Secondly, why buy now when the highly leveraged entities are in a position that won't change anytime soon -- wait for capitulation. Thirdly, there may be better opportunities by waiting for smaller entities to merge/consolidate and, after time, do a buyout that enables XOM to buy the whole and sell off pieces.

    IMO XOM should be in no hurry to jump into the fiasco precipitated by RDS's insane buy of BG. XOM is doing fine and a whole lot better waiting and seeing what develops over the next year in the Energy Patch.
    Apr 14, 2015. 07:38 PM | 1 Like Like |Link to Comment
  • Dive Into ConocoPhillips After The Oil Crash [View article]
    $COP - the punch line from the Govt and WS is that there is a terrific abundance of Supply and a dearth of Demand. This 'fairy tale' has been conjured up in order to hurt Iran and Russia, primarily.

    In reality, this entire scenario is simply DISinformation. Some examples: Despite the Supply glut, we import 4-7m bbls of Oil per day from Saudi Arabia. No signs of curtailing a supply source we don't need or use domestically. Allegedly all the on-shore storage tanks are about to burst at the seams. And, all those Ships sitting in some unknown harbor off the coast of timbuctoo are almost full of Oil as well. Nonsense.

    RDS pays a 50% premium ($70,000,000,000) to buy a company that concentrates much of its business plan on Nat Gas -- a commodity struggling to hold $2 dollars. A commodity that is no where near Scarce.

    Wall Street brings everyone with a suit and a tie in front of a camera or a word processor to say that the price of Oil 'looks like it will have a 3 or even a 2 handle on it soon."

    Well, since the Governments and Wall Street are always in bed together -- certain governments want to cripple Iran and teach Russia a lesson about Crimea etc. -- and, Wall street loves a sure-thing Short Sale, all that's left is to convince the outsiders that invest in Energy that the world of Oil is crumbling.

    In reality, Supply and Demand are a heck of a lot closer to equilibrium than the Govt or Wall Street would like us to believe, imo.
    Apr 12, 2015. 05:01 PM | 2 Likes Like |Link to Comment
  • Exxon could be next in line for oil mega-deal, Morgan Stanley says [View news story]
    $XOM - if the company decides to do an acquisition, as a shareholder, I hope they don't do something as stupid as RDS did. Cherry picking during down times in the sector can be a good opportunity to acquire an otherwise unavailable jewel. Other than a diamond acquisition, XOM should stay away from doing an acquisition for the sake of doing an acquisition.
    Apr 11, 2015. 01:05 PM | 3 Likes Like |Link to Comment
  • Here's Why Analysts Have High Hopes For The New Apple Watch [View article]
    I can easily see owning AAPL for the strength of the Balance Sheet and the share buyback program. Beyond that, I believe that AAPL has seen the end of incredibly innovative products. The Watch is, at best, a Fad. And the IPhone, IPad, and IMac are commodities now.

    AAPL needs to increase the dividend now. Along w/ the Buyback and a 3% dividend and AAPL would be a wonderful holding.

    Time will tell but not w/ the Watch.
    Apr 11, 2015. 01:01 PM | Likes Like |Link to Comment
  • What I Am Looking For From Gilead Sciences' Earnings Release [View article]
    $GILD - If the Supply of Shares is restricted while there is an increase in Demand, Share price rises.

    GILD has implemented a massive share buyback that will, as of this time, culminate in 5 years of buying back well over $15,000,000,000 of its shares. Add to that the almost $6.5B in the 2014 buyback plan.

    At $100/sh that is a staggering amount of shares restricting the Supply. Now, continue increasing the Demand for GILD's products and it doesn't take a genius to see where the share price (over time) will go, imo.
    Apr 10, 2015. 02:15 PM | 5 Likes Like |Link to Comment