Seeking Alpha


Send Message
View as an RSS Feed
View combatcorpsmanVN's Comments BY TICKER:
Latest  |  Highest rated
  • Update: Gilead Q3 Earnings - Sovaldi Sales Are Down [View article]
    $GILD - every publicly held company and its stock have risk. So what. Risk can be defined, if the portrayal of risk is an honest evaluation rather than a WS bias to create fear and uncertainty for ill-gotten gains.

    Earnings, Earnings, Earnings are to share price what location, location, location is to real estate.

    Gild can be evaluated successfully by looking at its earnings, it's products (present and future) based on the areas of bio/pharma as the company's focus. HEP C is real not a figment of some CNBC business school product that doesn't understand the science but feels compelled to denigrate the company b/c the shares have risen nicely in price -- so the price is destined to fall. Meanwhile GILD's business plan is hitting on all cylinders in areas where the sheer size of the cohort is almost beyond belief.

    If I reach a point of doubting GILD's future, it will be after one of the physician scientists or other competent science individual writing on this Board sets forth specific areas of concern. It sure as heck won't be based on the 'expertise' of some former political science grad on CNBC.
    Oct 30 06:18 PM | 4 Likes Like |Link to Comment
  • Update: Facebook Beats Q3 '14 Earnings, Stuns Market With Guidance [View article]
    WS needs a reason to bring the shares lower. WS can't tell what will happen tomorrow - much less over the next decade. WS is trying to convince investors to get out so that group of scoundrels can buy at lower levels.

    Earnings move share prices and FB is knocking it out of the Park by any reasonable analysis.

    Until he proves otherwise, Zuckerberg and his management team has shown the ability to do what WS can't do -- be forward thinking.
    Oct 30 02:52 PM | 2 Likes Like |Link to Comment
  • Will Exxon Mobil Top The Whisper Number This Quarter? [View article]
    IMO Whisper Numbers are meaningless, to traders and certainly investors.
    Oct 30 02:36 PM | 2 Likes Like |Link to Comment
  • Does The Facebook Whisper Number Indicate Investor Confidence? [View article]
    Long FB - I don't pay attention to 'whisper numbers' b/c they're simply a figment of someone's imagination or SWAG.

    FB is still a young developmental company w/ an extraordinary mgmt team and an incredibly successful business plan.

    Whether earnings are considered poor, good, or great won't make any real difference in any long term investors investment/retirement plan.
    Oct 28 02:43 PM | 7 Likes Like |Link to Comment
  • Gilead reports October 28 [View news story]
    I'm long GILD -- while it's true the share prices move based on earnings, I'll be content if the earnings are good. Whisper numbers are merely figments of someone's imagination otherwise known as a SWAG.

    Gild's incredibly effective invasion of the HEP C area is startling and needs a lot more time to develop the real potential of this marvelous discovery and superior mgmt team. This company is a winner, especially on a long term investing (rather than trading) mind frame, imo.
    Oct 28 02:40 PM | Likes Like |Link to Comment
  • Exxon Mobil: Dividend Growth Potential And Current Valuation Are Disconnected [View article]
    $XOM - now that the Hedge Funds have sold their holdings in the Oil/Fossil Fuel sector at higher prices; the effort, by the WS Hedge Funds, is NOW directed at terrifying weak longs to sell their shares. From the WS Hedge Fund perspective - the Suckers never get out at the top and they never get in at the Bottom.

    WS entities have been manipulating markets for decades - basically a Ponzi scheme that pays taxes.

    Now that the Energy related stocks are down 30% +/-, the time is ripe to put the last nails in the Coffins. Forget the fact that many Oil producing countries are at or in the geographical proximity of War - Saudi Arabia, Iran, Iran, Syria, Qatar, UAE, Libya for instance. And, Russia is dealing w/ Sanctions while Venezuela is yelling for help and Mexico isn't really online yet. WS doesn't want the small investor to think about the uncertainty of Oil supplies. Rather, WS wants the concentration to be on 'there's weak demand' thesis.

    US uses somewhere around 20m barrels of Oil a day and now that there is a nice supply of domestic crude but not enough to fulfill US daily demand, WS is concentrating the daily diatribe on Saudi Arabia is willing to pump an unlimited amount of Oil to cripple American producers. That's one helleva leap of faith about what Saudi Arabia is doing, especially since that country is looking toward Asia rather than crippling US production.

    Meanwhile, when the scare tactics have moved Oil sector into dirt-cheap levels, the Hedge Funds will move in w/ a variety of reasons why it's now time to buy.

    It's a tried and true WS manipulation and, unfortunately, it works every time.
    Oct 27 07:41 PM | 1 Like Like |Link to Comment
  • BP: My Favorite Among The Oil Giants [View article]
    horseman: I watched Gartman's call on Fast Money today. He seemingly told the show's producer that Oil was going down to ten dollars a barrel. When questioned on Camera, he back peddled as fast as he could. Then, based on Lockheed Martin saying that a Fission reactor could come on line in a decade and an oversupply in the Strategic Reserves, Oil prices will continue to fall. Gartman drew absolute conclusions on very suspect criteria, imo.

    So, today GS says Oil going to $75/bbl. A year or so ago, the same GS analyst said Oil was going to $100/bbl. Many of the reasons cited by the GS analyst a year or so ago for a hike in Oil prices are now the reasons for a lowering of Oil prices. Now, after Oil has dropped about 25%, Gartman jumps on the bandwagon to mimic the GS analyst. Seems pretty fishy to me.

    I don't now and have never felt that Gartman 'is a commendable analyst on commodities". In fact, recently he backed off another commodities call on Fast Money -- In my opinion, Gartman is exactly like many WS analysts -- late to the party and a parrot w/o an original thought on subjects he claims to have some expertise.
    Oct 27 06:39 PM | Likes Like |Link to Comment
  • ConocoPhillips Trades At A Compelling Valuation, Yields 4.4% [View article]
    I'll believe that Fossil Fuels are dying commodities when there are no longer 2-3 hour traffic jams, each morning and each evening, on every major highway in every major City in the World. Like it or not, renewables have a long way to go before Fossil Fuels go the way of the dinosaur.

    Wishful thinking about renewables won't cut much ice for another couple of decades.
    Oct 27 04:52 PM | 1 Like Like |Link to Comment
  • Facebook Q3 2014 Preview: Buy Ahead Of The Result [View article]
    to Stock: zzzzzzzzzzz!!!!!!

    10,000 words to say so little.
    Oct 26 09:27 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - Declaring Victory In Palo Alto Networks (10/24/14) [View article]
    Cramer is toxic - when share prices rise, he's a Bull; when share prices fall, he's a Bear. "There is a bull market some where and it's my job to find it" is his theme. Well, anytime he speaks -- it's definitely Bull.
    Oct 26 03:14 PM | 1 Like Like |Link to Comment
  • A Few Reasons To Be Cautious On ExxonMobil [View article]
    $XOM - thinly researched Article. Speculative conclusions while missing why long term investors stay w/ XOM. Not interested in educating 'analysts' that rely on verbosity rather than solid analysis.
    Oct 25 04:46 PM | 3 Likes Like |Link to Comment
  • Microsoft beats by $0.05, beats on revenue [View news story]
    $MSFT - very impressive Quarterly results, especially considering the costs associated w/ the integration of the Nokia transaction. Looks like the Company was strong across the Board. Cloud/Enterprise/Surface is seeing high growth.

    $MSFT has a lot of critics although very few of them are right - unless it's after the fact. Then they all claim to have seen it coming. Hasn't taken long for MSFT's share price to go from $28 to 46/sh -- again, in the midst of the incessant drone of the naysayers.
    Oct 23 04:24 PM | 7 Likes Like |Link to Comment
  • Regulus up big premarket on HCV therapeutic results [View news story]
    $GILD - 3% of the Global population has HEP C. And, GILD sells for $100/sh.

    Take a wild guess where the share price is going in the next few years? You shouldn't need a hint.
    Oct 23 12:18 PM | Likes Like |Link to Comment
  • Gilead Sciences: Clear The Dockets And Settle With Merck Already [View article]
    Strike: Regarding the comments about GILD's mgmt team -- that group seems to be of superior calibre compared to the overwhelming number of corporate mgmt teams that are mediocre, at best. I don't mind seeing corporate officers being paid high salaries and bonuses AS LONG AS IT IS EVIDENT THAT THEY ARE TAKING THE NECESSARY STEPS TO ENHANCE SHAREHOLDER VALUE.

    Unfortunately, many many corporate suites and hedge fund operators talk the talk about the best interests of there shareholders being foremost. However, talking the talk may get them interviewed on CNBC, Fox Noise, and Barrons but very few Walk the Walk, imo.

    Therefore, 'unpleasant' people like Ackman and Icahn are criticized b/c their rhetoric reminds people of hearing a chain saw instead of 'white wine and cheese' demeanors. In reality, holding a corporate mgmt team of a publicly-held company shouldn't be viewed as a negative in most instances. But, some investors like to hear pleasantries and hero worship heaped on CEO's that really don't deserve the compliments rather than calling it like it really is.

    This comment includes many Boards of Directors that are extremely deficient in watching over shareholders interests in favor of placating CEOs.
    Oct 22 02:06 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: Clear The Dockets And Settle With Merck Already [View article]
    $GILD - let me see if I have this straight - a lawsuit has been filed and the first hearing is next April. Aside from the general statement: "Patent Infringement" as the theory of liability; has the Author actually read the pleadings? On the surface, it would seem premature to mention or recommend settling any claim or claims.

    In many (if not most) occasions, Litigation is akin to a tub of very hot water - the longer in place, the cooler it gets.

    I haven't seem the pleadings or whether dispositive motions are in process so it is completely impossible to forecast what the future holds. One thing about adversarial situations, BOTH SIDES get to air their views and support those views w/ statutory and case law authority. And, in the event of mistakes along the line, there are appellate courts mandated to straighten out the obvious errors.

    Bottom line: GILD is there while every competitor wishes they were and some of them will throw **** against the Wall to see if anything sticks.
    Oct 21 01:11 PM | 8 Likes Like |Link to Comment