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  • ModernGraham Quarterly Valuation Of Facebook Inc. [View article]
    Anyone paying attention to the Balance Sheet knows why they're invested in FB. IMO Facebook is on its way to $100/share.

    Trying to place a Value investor's metric on this company is a pure waste of time. It simply is comparing Apples to Elephants.
    Nov 21, 2014. 07:08 PM | 4 Likes Like |Link to Comment
  • European Ad Comm gives thumbs up to AbbVie's HCV combo [View news story]
    ABBV's 'solution' to HEP C is far more complex than Sovaldi or Harvoni. In the end, patients prefer a simple regimen. ABBV can't compare w/ GILD for long, imo.

    As far as Government protocols -- allow no Monopolies and hope that the competition will reduce costs to the govt. But, politicians being what they are -- in the end, Harvoni will be the ultimate solution and best costs savings when compared to the costs of liver transplants and follow up treatment in those cases.

    Bottom Line: ABBV vs. GILD - merely a tempest in a teapot.
    Nov 21, 2014. 07:03 PM | 2 Likes Like |Link to Comment
  • Gilead Has Been Rocked After Earnings, But I'm Looking To Buy! [View article]
    Gild makes a lot of sense to own imo. Fantastic pipeline, smart management team, first on the street w/ Sovaldi and Harvoni as a 'cure' for HEP C. Factor in the estimated 170,000,000 people worldwide w/ the HEP C virus and a stock selling at $100/sh. What's not to like?

    Regarding ABBV's sneaky end-run -- Patent law isn't so easy to fool by having a computer crunch numbers, permutations, or combinations to circumvent original patent filings. Nice try but too transparent a slight of hand to knock Gild's patent off the hill, imo.
    Nov 17, 2014. 05:05 PM | 2 Likes Like |Link to Comment
  • Does The Cisco Whisper Number Indicate Investor Confidence? [View article]
    Like you, I state my view. If you feel compelled to reference a fool, undoubtedly its because whisper numbers shows you to be a fool. Had you remained silent instead of spitting out whisper number nonsense, you wouldn't have identified yourself as the Fool.
    Nov 12, 2014. 05:09 PM | Likes Like |Link to Comment
  • Does The Cisco Whisper Number Indicate Investor Confidence? [View article]
    Whisper Number is meaningless. And, in reality, Quarterly numbers are basically meaningless unless you, as an 'investor', ascribe to the CNBC rule of thumb: "be happy if the shares are up 50-cents and be sad if the share price is down 50-cents on any given day".

    As a long time investor w/ a long term holding period, I could care less what CSCO reports or what the 'whisper' figment of imagine number is or whether CSCO meets or exceeds it.
    Nov 12, 2014. 02:52 PM | 1 Like Like |Link to Comment
  • Cisco Earnings Preview: Either Growth Or CEO Change - Something Has To Give [View article]
    $CSCO - suggest a better alternative to CSCO as long as you feel the company's time has passed.
    Nov 10, 2014. 02:57 PM | Likes Like |Link to Comment
  • Transocean: Earnings Preview [View article]
    The opening statement in the first paragraph is right on point. When so-called Energy traders, strategists, all around gurus come on CNBC and attempt to put a one sentence ribbon around the global macroeconomic condition relating to the demand and supply of Oil, it makes me wince. I don't wince b/c I believe they have any credibility but, rather, I wince b/c unsuspecting small investors might listen to these people. CNBC just had one of these individuals who has consistently been wrong on the equilibrium in the Oil markets. He yips about demand now and next week he'll whine about supply - or vice versa. In the meantime, the facts make him look foolish although he either refuses to see it or he just can't bring himself to suggest that quantifying global oil demand and supply cannot be accomplished in a 30 second sound bite w/ the so-called journalists interrupting the guest every 5 seconds.

    It never ceases to amaze me how (or Why!)a person w/ a scintilla of expertise is willing to come on camera, in front of millions of viewers, make absolute statements about the global movements of Oil now, a week from now, a month from now and 5 years from now. Any person that has ever traded futures in almost any commodity pit will say that they have no idea what will happen tomorrow which is why the truly expert traders in commodities will always tell their friends: "YOU CAN NEVER BE TOO HEDGED". But, on CNBC 'hedging' is never mentioned by any of these self-anointed commodity traders while telling the viewing audience to either go all in or get the heck out now.

    It is scary what passes for expertise in front of a TV camera, imo.
    Nov 6, 2014. 02:44 PM | Likes Like |Link to Comment
  • Remain Bullish On Ensco After Earnings [View article]
    According to the CEO of Marathon, America imports 7-8 million barrels of Oil per day. According to Chrysler's report, 36% of its auto sales were SUVs. Add to this the fact that Highways are clogged to stop about 6 hours a day in the United States and as bad or worse in every major city on the Globe.

    Any talk of the demise of Oil demand is a figment of someone's imagination In fact as demand fluctuates downward temporarily, Americans have shown a definite tendency to increase driving and buy larger motor vehicles, including RV's.

    Lastly, Natural Gas, according to Boone Pickens, is no where near being a major alternative to Oil's products in transportation.

    The time to buy drillers, on or off-shore, is when the price declines. WS prefers to have the suckers buy when the drillers are near price highs. IMO any investor w/ a reasonable holding period will benefit appreciably by going long at current price levels.

    And, now the dividend payout in the off-shore drillers is amazing w/ very little apparent move to cut the dividend, imo.
    Nov 5, 2014. 07:39 PM | 3 Likes Like |Link to Comment
  • Transocean: World's No. 1 Deep-Underwater Oil Driller Is An Even Deeper Value [View article]
    I have to laugh when Treads contain comments from persons that readily say that they wouldn't touch the shares but, nonetheless, feel compelled to tell others what they shouldn't do. Come on folks, do you really believe that anyone believes your line of B.S.?!

    Nothing wrong w/ being short -- I do it myself but when shares of companies like RIG are dirt cheap; I don't care about prognostications by persons that are described above. You keep shorting; I'll keep buying. It's not a problem.
    Nov 5, 2014. 02:45 PM | 3 Likes Like |Link to Comment
  • Stalwart Cisco Isn't Worth The Risk - Sell It [View article]
    I read the above Article w/ interest. The Article isn't persuasive, even disregarding the inaccuracies. When it comes to in-depth analysis of any company, "not firing on all cylinders"; understating cash position by $20B, and a myriad of speculative conclusions doesn't cut much ice from an analytical standpoint.

    I'm long CSCO and would have no problem reconsidering my position if a cogent set of reasons were stated. In the meantime, I'm more inclined to add to my position in CSCO.
    Nov 3, 2014. 03:27 PM | 1 Like Like |Link to Comment
  • Transocean: World's No. 1 Deep-Underwater Oil Driller Is An Even Deeper Value [View article]
    Are these the same 'rating agencies' that placed AAA ratings on CMO's in 2007 which allowed WS crooks to package garbage bonds as securities and ship them around the world to precipitate the Housing crisis in the US and just about bankrupt countries like Iceland?

    Unfortunately, History seems to show that Rating Agencies were subject to lobbying by banks and other institutions in order to enhance the Quality of the garbage the latter wanted to dump on unsuspecting and good faith believers that buy those Bonds.

    Rig's balance sheet is more than adequate to support the dividend and the shares are undervalued to an extreme, imo
    Nov 3, 2014. 01:22 PM | 4 Likes Like |Link to Comment
  • Transocean: World's No. 1 Deep-Underwater Oil Driller Is An Even Deeper Value [View article]
    $RIG - as a deep value investor focused on Fundamentals and Cohorts, I feel that RIG is an excellent value opportunity. Not for short term investors, imo, RIG presents compelling long term share price gains w/ an outstanding dividend to pay me as I wait for the shares to return to intrinsic value.

    When everyone shuns a company on speculations about price of Oil or the risks associated w/ drilling in general and off-shore in particular, that says it's time to go Long as well as writing Put options all around the money.

    I agree w/ this Article in principal. When the Bears are out; the Bulls step in. Add a build of momentum and the shares are a conservative move at this price point, imo.
    Nov 2, 2014. 11:19 AM | 5 Likes Like |Link to Comment
  • Retired Investors Must Be The Smart 'Little Pig' [View article]
    The Article makes a lot of sense. A lot of the wisdom for retired persons contained therein is worthy of being followed, especially if the retired person isn't well versed in equites, markets, or investing outside of 401k, 403 mutual funds, or in-house funds marketed by Street firms.

    On the other hand, if the retired person has experience, a well researched plan of investing, and some knowledge of Options while holding a significant degree of free when it comes to Margin, that person can enhance the performance of a 'conservative' equity portfolio well above gilt-edged equity shares paying decent dividends.

    I reject the 'asset allocation'/diversific... for diversification sake' based on age rather than experience and common sense. Computers now give the retired person the ability to monitor his/her portfolio on a daily basis and use of discount brokerage firms allows the retired person to have control over his/her decisions.

    While it may not be popular, every portfolio needs to be less diversified or concentrated to a degree in order to get good growth from otherwise slow growth A quality shares. And, lastly, it's not unsportsmanlike conduct to write a few covered calls to enhance the internal rate of return. Age doesn't mean surrendering common sense to any Newsletter writer, imo.
    Nov 1, 2014. 06:31 PM | 1 Like Like |Link to Comment
  • ConocoPhillips - Well-Positioned As Recent Correction Increases Appeal [View article]
    I keep adding to long position in COP when shares dip like now. Oil prices fluctuate but the cohort doesn't change. When I can pick up more COP in the high 60's and low 70's a share, down from high of 87/sh, it's the right time to buy imo. It's been one of my strategies for a very long time and I have no complaints about the results in my portfolio.
    Nov 1, 2014. 03:04 PM | 1 Like Like |Link to Comment
  • Update: Exxon Mobil Beats Estimates, Remains Attractive [View article]
    $XOM - WS 'analysts' can't stand to promote anything XOM does, unless they can spin a negative vibe. These self-anointed 'experts' can criticize the dividend as being too low; criticize the share buybacks far a variety of reasons. They can point incessantly to "lower production" leading to the demise of XOM.

    What they can't stand to say is that XOM has returned approximately 15% per year to its shareholders over a decade or more despite the WS clowns criticism of XOM's mgmt team.

    Fortunately, anyone that's not listening to the 'spin' on CNBC and FOX noise critique of XOM has been the better for it, imo.
    Nov 1, 2014. 02:58 PM | 4 Likes Like |Link to Comment