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  • Here Is Why I Reluctantly Added To My Investment In Linn Energy [View article]
    LINE is a casino. Maybe oil returns to a more normal level eb over $75 in one year?
    you win with line. Maybe it is $60 2 years from now and line is at $6.00

    The talking heads on cnbc and bloomberg are all over the place on oil.

    Anyone look up the lastest work on line/lnco bonds? What will line's assets be worth
    with a severely depressed oil price 2+years from now?
    Dec 10, 2014. 05:39 PM | 2 Likes Like |Link to Comment
  • U.S. Veterans get Sovaldi for $594/pill [View news story]
    Do you have the expertise to do the projections at reduced pricing and also reviewing the value of the rest of GILD
    Dec 4, 2014. 09:42 AM | Likes Like |Link to Comment
  • U.S. Veterans get Sovaldi for $594/pill [View news story]
    OK gang, will someone please do the number for the next few years for GILD assuming the Solvardi generates $50k or $60k per treatment cycle.

    There was an analysis of GILDA without any Solvardi revenue which was interesting.
    How is PE vs growth rate over the next five years effected by Solvardi being priced $50k to $60 per treatment cycle?

    Dec 4, 2014. 09:40 AM | Likes Like |Link to Comment
  • Blood In The Streets: Why I Bought More Sandstorm Today [View article]
    When lasted discussed the all-in costs of SAND's partners are about $1000. per oz.
    Any extended pricing for gold under $1000. will effect partners' operations. at $800, the entire model breaks down.

    would a gold bug intelligently and rationally discuss gold's pricing. to me, the entire gold market seems manipulated. I doubt everything that goldman says.

    i went into sand understand that there is risk in financing smaller cap gold miners with crazy pricing swings as part of the risk.
    Nov 1, 2014. 11:06 AM | 1 Like Like |Link to Comment
  • Sovaldi And Drug Pricing: The United States Of Saps [View article]
    A few years ago, a senior medical school professor ordered a med for me that was quite exprensive. My health carrier said "non-formulary" you are restrict to drug X on our list. the special and my family doc both sent letters. i appealed within the carrier's admin system and lost.

    Walgreens sold it for $550 per month. I purchased the drug "mail order". it would arrive mailed from england in a box that had printed on it "made in the usa" for $248. Why, because the health carrier and med distributor could do it under the law and regulation. the carrier's job is to maximize profits within the rules which is exactly what it did. Good health care policy??????? that is a political and moral issue.
    Jun 20, 2014. 10:02 AM | 1 Like Like |Link to Comment
  • Sovaldi And Drug Pricing: The United States Of Saps [View article]
    The court have described that access to sue health carriers, permits the fox to guard the henhouse. Access to the courts for , by statute, is permitted only to check that the carrier is following it's own rules and rigged administrative review process or if the insurance carrier commits fraud.

    with group health policies, you cannot go down to the "peoples court" and bring a small claims action over your emergency room nor to force the carrier to provide a specific branded medication that 2 doctors have ordered and provided letters explaining the need and why the alternative offered by the carrier will not work for this patient.

    The game is rigged, by congress with the help of lobbyists, to protect the health carriers.

    ACA --the basic ideas and concepts came from sen robert dole, mitt and obama. The actual law had more to do with the health carriers and drug companies needs than any of the original concepts
    13302632--i agree with your comments. the law and regulators keep the
    carriers in line. unfortunately in modern usa, the foxes too often are guarding the hen house
    Jun 20, 2014. 09:53 AM | Likes Like |Link to Comment
  • Sovaldi And Drug Pricing: The United States Of Saps [View article]
    the problems are already beginning:

    i am atty will a client who needs solvardi quickly--liver complications--and has two other problems that significantly impact iver.

    funding source says non-formulary and refuses to provide. patient has already failed the less expenses alternatives provided. she cannot tolerate the alternative--tried and failed.

    insurance has drawn a line in the sand.

    I still own GILD, but expect a bumpy road. what is medicare/medicaid doing with solvardi?

    how will GILD's numbers be effected by a 20% price reduction in the usa. would someone with a research dept crunch the numbers and post.
    Jun 19, 2014. 09:41 AM | 2 Likes Like |Link to Comment
  • Remains My Favorite Short [View article]
    This what they call a bear run. Pile on boys!!!!!!!!!!!!!!!!!!

    Short you will be right. Long term this company's products are fantastic.CRM is the future.
    May 21, 2014. 08:14 PM | Likes Like |Link to Comment
  • Linn Energy/LinnCo trade producing properties with Exxon [View news story]
    LINE needs cash. Why trade?
    May 21, 2014. 05:59 PM | Likes Like |Link to Comment
  • Ready For A Rebound? Gilead's $1000 Pill [View article]
    QUESTION ok, England can retail the med at $60k rather than $84k. What would happen to GILD long term if either regulation or the distribution chain with it's formulary lists force the decrease in pricing as a practical matter.

    Would someone with access to the numbers quickly give us a range of the effects coming from this type of decrease in price. This is close the the worse case.

    Before the ACA I had a wonder drug that was non-formulary for a major health carrier that I was stuck with pre-ACA. I would purchase the drug from either England or New Zealand for 50% of the USA price. The box would arrive and have made in USA on it.

    Thanks for your anticipated help
    Apr 20, 2014. 03:47 PM | Likes Like |Link to Comment
  • Precious Metal Streamers Analyst Watch: March Edition [View article]
    OK, SAND is ip over 20%. What's next?
    Mar 16, 2014. 08:26 PM | Likes Like |Link to Comment
  • Sandstorm Gold - Expect A 70% Production Growth In 3 Years [View article]
    FOLKS--how about that 20% bounce. I am not reading anything about $950. oz gold. Any goldbugs care to comment. The basic story looks strong even with a minor setback or two.
    Mar 15, 2014. 12:46 AM | Likes Like |Link to Comment
  • Jim Cramer Sells Linn Energy, So You Can Be Sure I Am Going To Buy [View article]
    I do not understand the Cramer hatred. Uncle Jim himself repeated tells his viewers not to buy without their own research and actually tries to teach basic research methods on mass media tv. He claims to be a source of ideas for further research.

    i have watched him and actually learned from him and his books. The tv show is entertainment and an attempt to teach and educate. Uncle Jim just spent ten minutes this last week telling people not to invest in individual stocks if they are not able nor prepared to be doing their own research weekly at a minimum of 2 hours per week per stock.[The number of hours comes from his books, not this weeks tv]
    I view half the show as wild entertainment and half the show as a source of research ideas and education for individuals who are not trained professionals who have been mentored by quality people. Those educated and mentored professionals are not his targeted audience.

    Cramer's actually investment choices are in his trust and all his actual trades and results are published on his website. He has self imposed rules concerning his trust almost tie one hand behind his back.
    His lighting round stuff is a show. Anyone who buys and sells solely on the lighting round cramer show, has not understood his basic point of view. The featured researched pieces are more serious research recommendations. i thought this stuff was obvious. Cramer says it over and over again.

    I am not a trained investment professional and do not have a research department. I realize my own limitations. My ivy league education and graduate education have taught he how to learn and i find Jim Cramer an interesting teacher and actually am beginning to understand the research methods
    he is teaching which are applicable to someone like me. Cramer may be inappropriate for for many "professional" investors who are not his intended audience.
    The hedge fund geniuses who almost destroyed my retirement who never want me to be reading and watching cramer should know that Uncle Jim has helped guide me to beat the S&P 500 averages over the time period I have been his student. The core money that I don't trust myself to manage has not done as well as I have on my own eg mutual funds and etf's recommended by a trained and mentored professional who charges by the hour[also recommended by Uncle Jimmy]. I have the strangest feeling that all the folks who hate Cramer the most are the same folks who has stopped earning fees from me and thousands like me.

    Cramer actually advised that the LINE earnings report was very odd and he was more comfortable in the short/medium term elsewhere. I decided to look carefully at the report and re-read the pro and con presentations on LINE. The quarterly report is odd. This boy ultimately decided to hold because the income is more import to me at 62 yrs that the opportunity for more immediate gains elsewhere in the oil patch. This still is true me if LINE cannot raise their distributions or even has to cut them by 5% to 10% over this next year of consolidation. With their assets and management, over the longer term I should be fine and collect a very nice dividend. I actually own LNCO as also determined by doing research that Cramer suggested. I also hold KMP in both corporate forms.

    If you don't like his personal style, voice, personality that is just fine. If his work is not of use to you other than to signal a short term trade based on his mass media audience over reacting and not really paying attention to his core investment teachings, great !

    I am very pleased that the nerdy harvard over achiever went back to his first love, journalism, after he made his magic number on wall street. I truly wish the same to everyone reading this posting

    I am very happy to have him as a resource as I have so many resources on this site. He does have a record in the hedge fund world and made a knowing decision to trade making vastly more money for what he is doing today.
    You are always free not to watch him nor read his books nor website.

    If you disagree with any of his opinions, please post about the materials and why you disagree rather filling this site with hatred and personal insults. I know he is frequently wrong and not to be followed blindly. Please help me to understand when and why.
    Mar 15, 2014. 12:40 AM | 9 Likes Like |Link to Comment
  • Sandstorm Gold - Expect A 70% Production Growth In 3 Years [View article]
    covering shorts today......or has gold bottomed?
    Feb 14, 2014. 12:20 PM | Likes Like |Link to Comment
  • Gilead: The Rising Tide Is Coming [View article]
    In the "real" world, ABBV may effect the market or result in the lowering of GILD's margins in order to compete--even if GILD has the better product. Formulary lists do effect sales and are business decisions which are often cost driven.
    Jan 22, 2014. 08:38 AM | 1 Like Like |Link to Comment