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combatcorpsmanVN

combatcorpsmanVN
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  • AbbVie - Gilead hep C battle moves to state programs [View news story]
    $GILD - UNH (45m medical customers) has made Harvoni a preferred hep C treatment. AET, CVS, and other PBM's have designated Gild's HEP C as the preferred medicine. All in all, how many medical customers do these entitles have? Recognizing that HEP C patients are a small percentage, still seems like an excellent coup for GILD over ABBV.
    Jan 29, 2015. 05:02 PM | 2 Likes Like |Link to Comment
  • Microsoft Severely Undervalued After Earnings Dive [View article]
    $MSFT - I think it's a mistake to ever underestimate MSFT when the company decides to pursue new areas of products or services. Very few entities have $90,000,000,000. in cash on the Balance Sheet and royalty income pouring in like Niagara Falls.

    A 10% discount, based on incorrect interpretation of one quarter's results is an opportunity imo.

    Nadella knows where he wants the company to go and seems to have the intellectual capacity (along w/ 100,000 employees) to make things happen. If the shares drop another 10 percent, I'll have to add to an already large holding. I love to buy companies when WS says not too.
    Jan 29, 2015. 04:09 PM | 1 Like Like |Link to Comment
  • Gilead reports February 3 [View news story]
    $GILD - I began buying shares November of 2013 when I first learned of the ravages of HEP C and the 'panacea' being offered by Sovaldi. Obviously, that was a good decision at that time. Now, I'm anxious to see the Quarterly results next week. Only now, the Quarterly results really aren't a issue b/c regardless of next week's results, GILD, imo, is a Core holding in a biotech portion of a portfolio. Price will fluctuate going forward but it's going to take one helleva catastrophe to knock GILD off its long term stride. Sovaldi and Harvoni are the Viagra and Lipitor of this generation and, as such, have a long way to run before they run out of fuel.

    This a first class Biotech/Pharma company by any reasonable standard of evaluating publicly held companies, imo.
    Jan 29, 2015. 03:58 PM | Likes Like |Link to Comment
  • Cempra Has Insider Interest And A Blockbuster Anti-Biotic: Buy [View article]
    Antibiotic resistant area is on the Government's radar as an urgent area of concern. CEMP seems to be in an enviable position. When the government is aware of the dangers of antibiotic resistance; the funds will be flowing as the demand for these medicines climb dramatically.

    I'm surprised that the Government has actually caught on to this impending reality.
    Jan 28, 2015. 02:35 PM | Likes Like |Link to Comment
  • Can Microsoft Innovate Profitably? [View article]
    Any company that generates $26B in a Quarter isn't doing too much wrong.

    All the naysayers find their writing AFTER earnings -- such clairvoyance after the fact. LOL.
    Jan 27, 2015. 04:19 PM | 4 Likes Like |Link to Comment
  • Microsoft's (MSFT) CEO Satya Nadella on Q2 2015 Results - Earnings Call Transcript [View article]
    The effects of the Strong Dollar. Need to improve hedging strategies.
    Jan 27, 2015. 01:24 PM | Likes Like |Link to Comment
  • What Lessons Has Express Scripts Taught Us? The Future For The Pharmaceutical Industry [View article]
    Menicholas: Wow, I had no idea how severe the side effects are but, after reading your narrative, I'm damned glad I haven't had to face that ordeal each day! Only a person that has experienced those reactions can accurately outline what the word "side effects" means in this context.

    Hang in there.
    Jan 24, 2015. 02:30 PM | Likes Like |Link to Comment
  • What Lessons Has Express Scripts Taught Us? The Future For The Pharmaceutical Industry [View article]
    It's a pleasure to read an Article that is succinct.

    Thank you, Pharma Doc.
    Jan 23, 2015. 01:59 PM | 1 Like Like |Link to Comment
  • BP's Bob Dudley eyes low oil prices "for up to three years" [View news story]
    Well, I enjoy 'jabbering' and the statement actually does mean a lot if your reading comprehension isn't at issue. There is a 'world' market for Oil -- assuming you export into that market. Otherwise, there's a regional market for Oil which is where US consumption sells into each day.

    As far as the US is concerned, Canada and Venezuela more closely fit the definition of 'swing' producers rather than Saudi Arabia.

    Asia consumes lots of Oil so SA may be that areas 'swing' producer. Not so much in the USA.
    Jan 22, 2015. 03:52 PM | Likes Like |Link to Comment
  • BP's Bob Dudley eyes low oil prices "for up to three years" [View news story]
    "Your consumption numbers are off although the US consumption is ridiculously large."

    I don't know where the Government is getting its numbers according to the info you linked. United States producing 18.5m/bbls/day? Saudi Arabia producing 2.5m/bbls/day? Unless I'm miss reading that chart (apologizing if I am), that chart is pure nonsense.

    Thanks.
    Jan 22, 2015. 03:47 PM | Likes Like |Link to Comment
  • BP's Bob Dudley eyes low oil prices "for up to three years" [View news story]
    It's my understanding that the daily production of Oil globally is 30,000,000 million bbls/day. Of that, Saudi's produce approximately 7.5m bbl/day. USA was out-producing (reportedly, 9m bbls/day) when the Saudis elected to continue to produce their average daily volume in an effort, imo, to punish highly leveraged Fracking companies in the US as well as Iran and Russia. If the media is accurate, the reports are that the Saudi's are going to continue to turn the screws in order to drive the price of Oil as low as possible since they are (or claim to be) the lowest cost producer on the Planet. In that sense, it appears that the Saudi's have the wherewithal to call the shots on the price of Oil in order to protect their market share.

    On the other hand, the US imports most of its Oil from Canada, and Venezuela along w/ our own domestic production. US consumes about 20m bbls/day. Saudis do provide some Oil to the USA.

    So, if the global production is 30m bbls/day and US consumes 20m bbls/day; an argument can be made that Saudi Arabia isn't really the 'swing' producer as far as North America is concerned. If the US decides to export Fossil Fuels and focuses on Asia as a primary export market while continuing to produce at 'normal' rates, the Saudi's decision to protect it's market share by maintaining production may be a short sighted conclusion.

    Saudi's may have played the production card at the wrong time now that Oil field technology has uncovered a wealth of Oil rich areas, formerly un-exploited, right here in America. Taking America to task and trying to exert undue influence on this country to achieve a goal set by the Saudi's may backfire.

    It's a dangerous game to punch the US in the nose, especially in Energy. Any commodity that has fallen 60% in 7 months, has the ability to return to higher values in a short period of time, imo.
    Jan 21, 2015. 07:57 PM | Likes Like |Link to Comment
  • BP's Bob Dudley eyes low oil prices "for up to three years" [View news story]
    Like noses, everyone has an opinion.
    Jan 21, 2015. 06:02 PM | 2 Likes Like |Link to Comment
  • Wells Fargo upgrades Exxon while cutting view for Chevron, Murphy Oil [View news story]
    I don't know what the impact of the refining segment w/in XOM will be -- it could be a positive. On the other hand, obviously the price of crude/ng has declined materially over the last 6-7 months, that has to show up in Earnings. No surprises to XOM shareholders. I've been very long for a very long time as a shareholder and have no intention of selling XOM. So, the 'this week we like it' and "last week we hated it" is, imo, adds no value to a decision to buy or sell XOM.

    I can't believe the people make investment decisions based on what some stranger on WS says about the ups and downs of any company. But, I guess they write their views b/c someone must be listening and acting on that 'advice'.

    Hard to fathom as far as I'm concerned.
    Jan 21, 2015. 05:11 PM | 2 Likes Like |Link to Comment
  • CF Industries - The Best Agricultural Pick For 2015? [View article]
    $CF - I have been surprised to see the run up in the share price. As Investor1989 correctly (imo) pointed out; those margins are unsustainable in the fertilizer business. It's difficult to think down when share prices are going up. Since there is a lot of volatility w/ CF - I recall a couple of years ago, the shares fell from $230 to $175 (approx) seemingly over night based on 'some bad news'. It's a great stock when the Bias is bullish and a brutal stock when the sentiment changes. I'm not being critical of the company. I'm just reminding investors of historical swings.

    Good luck to the CF Longs.
    Jan 21, 2015. 05:05 PM | 2 Likes Like |Link to Comment
  • Trinity Industries: Legal And Business Update, With Discussion Of A Bullish Investment Thesis [View article]
    $TRN - it seems to me that this litigation is a long way/timeframe from a definitive conclusion. I don't own TRN but have followed it and, overall, like the company's areas of interest. As a Value investor, TRN is high on my list of candidates for my portfolio on a fundamental basis. Unfortunately, litigation is akin to dropping a big rock into a calm body of water --- the ripples go out far and wide. Where those ripples eventually land is almost impossible, imo, to definitively predict.

    This litigation appears to be the run-of-the-mill give and take b/w the party opponents and the 'experts' they hire to 'see it my way'. Incredibly boring for judges and juries to sit through. So, many jurors, trying to stay awake and alert after a big lunch, default to whichever side they feel is in the right. Because, when it's all said and done, Jurors want to do the right thing. Therefore, the outcome and expense for both sides is enormous in these type of cases. And, the results can be appealed which may prolong the process well beyond the appellate process.

    All in all, it's an expensive mess. And, in TRN's case, proving or disproving a Negative is a very hard job. As far as I'm concerned, it's not time to go long on TRN even though the fundamentals look great, imo.
    Jan 21, 2015. 04:10 PM | 1 Like Like |Link to Comment
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