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  • Gilead Sciences Has Surprised Again  [View article]
    POLITICAL RISKS TO PRICING-This is the elephant in the room. Have you worked the numbers assuming that thew current pricing structure decreases in reaction to the political noise; law suit[s]; and GILD's likely pricing decreases-either voluntary or mandated?
    Feb 3, 2016. 08:54 AM | 2 Likes Like |Link to Comment
  • Comcast increasing Internet speeds for most Western customers  [View news story]
    -comcast is a company many love to hate.
    -their internet is very good and consistant......not cheap, but consistant
    -there cable is my least favorite consumer company i deal with on a regular basis
    marketing folks control and they are always selling thing that do not work very well. they do not invest in engineering and tech support in a rational manner
    their on demand does not consistently work. it is down a few times a week in a significant way

    their android apps are generally a joke in terms on functionality.

    i have the X box technology. the boxes blow out regularly

    now is the real joke: tech support: untrained people on the phone. this forces them to do on site visits for anything much beyond making sure everything is plugged in and booted correctly. it must cost them over $100 per on site call instead of doing what everyone else does: higher-level well trained people over the phone. they could cut the on site visits by over 50%: save money and have happy customers who have serive the works!

    if you invest in what you know: these people are merely marketing hype. i wish they were not a monopoly locally
    Oct 8, 2015. 10:02 PM | Likes Like |Link to Comment
  • (Update) Sandstorm Gold Acquires Another 2% Of Aurico Metals  [View article]
    dear fun---
    thanks for reminding me. the only way i consistantly make money is by buying and holding medium term mispriced stocks. the big boy miss these frequently.

    the short term pain and lack of rationality does hit buttons. my original plan was
    gold is artificially low and will come back; SAND will not become insolvent; therefore hold medium term--one year or two--and i should make money. selling at a 60% loss?
    Sep 14, 2015. 08:12 AM | Likes Like |Link to Comment
  • (Update) Sandstorm Gold Acquires Another 2% Of Aurico Metals  [View article]
    i have a $6.00 cost basis in SAND and i am very nervous if gold does not bottom. if gold dips under $1000 for any real time, production stops on some of it's streams.

    with the us dollar and market manipulations, i feel like i am in a casino. someone with more knowledge of gold, help me sleep better and not dump SAND down 60%.

    i am not an investing professional. i try to do my homework. with stocks i have a fighting chance as an investor. SAND has morphed into a mystery.
    Sep 13, 2015. 06:41 PM | Likes Like |Link to Comment
  • Verizon Wants Millennials: I'm Skeptical It'll Get Them  [View article]
    Verizon has things to offer, but it is very expensive compared to the competition. If i was on a tighter buget, i'd be gone. 63 yr old
    Sep 11, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • 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