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Kozhany

Kozhany
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  • Am I Crazy Enough To Short Volatility Here? [View article]
    It is true but also depending how you use the options and if you have or not the underlying.
    I use to sell from time to time calls and puts on the VXX, always with underlying (cash or the VXX tracker), well aware that at long term this instrument in itself is always a losing horse. But it is usefull for covering the long positions of a portfolio and the sold options can also easily bring enough cash to compensate the potential lose of value of the tracker if volatility persists for a while.
    Jan 21, 2015. 06:11 PM | 1 Like Like |Link to Comment
  • India patent office slaps Gilead in the face [View news story]
    You are wrong. The majority of Chineses do not hate US and Americans. There is much less anti-US sentiment in China than in the most Muslim countries or some Latin American countries.
    By the way,the average Chinese do not hate anybody that is (or could be) a commercial partner. I often trade with them.
    Jan 14, 2015. 05:42 PM | 3 Likes Like |Link to Comment
  • Gilead inks deal with Anthem for Harvoni [View news story]
    Problem is that Cramer says all and its contrary, sometime within a few days. He is an entertainer and a showman but not really an advisor.
    Jan 9, 2015. 03:43 AM | 2 Likes Like |Link to Comment
  • RBC: Gilead could launch $10B+ accelerated buyback [View news story]
    Keep laughting. Generics are only children of biotech or other pharma companies. And they do not find anything because they do not invest in research, they make agreements with the inventor or wait years for a patent being expired.
    Without "speculation", no medicine, no progress : USSR never created a major drug (we do not speak about vodka, eh) but copied what was existing (and was not difficult or expensive to produce).
    Just for being clear, I'm Belgian and of Russian-Kazakh-Ukrainian family.
    Dec 26, 2014. 10:14 AM | 6 Likes Like |Link to Comment
  • RBC: Gilead could launch $10B+ accelerated buyback [View news story]
    Competitor ABBV is, in an accountant view, in a much "worse" situation. Just have a look, f.g. at "key statistics in Yahoo finance" on the same bases that you cited http://yhoo.it/1roab28
    GILD is not a zombie but one of the most important actor in the Hep C market with many eyes focused on it, thus at every news, characterial reactions can occure now.
    Dec 26, 2014. 09:27 AM | Likes Like |Link to Comment
  • A Reason To Be Bearish On Gilead - Everyone Seems Bullish [View article]
    I should say that maybe you better would use long-term options instead of stop-losses... So you minimize the risk without loosing definitively your money. Only my thought.
    Dec 26, 2014. 09:06 AM | Likes Like |Link to Comment
  • A Reason To Be Bearish On Gilead - Everyone Seems Bullish [View article]
    I'have read several times that there is often a better winning chance when doing exactly the contrary of Jim Cramer's profesies.
    As an example : http://huff.to/1xk1hFt
    Dec 25, 2014. 05:12 AM | 5 Likes Like |Link to Comment
  • Plays For The Euro Heading To Parity To The Dollar [View article]
    I live in Aalst. And, yes, Brugge is definitifely the best choice for tourism in Belgium. Damme is also very nice and quiet, just it is a much more little town.
    Visit Elche and his Palmeral next time you go to Spain, it is really the worth if you like palmtrees.
    Merry Christmas to you too. ;-)
    Dec 23, 2014. 01:39 PM | Likes Like |Link to Comment
  • Money flowing out of biotech today [View news story]
    Agree. I'm not very aware about the US insurance system. But as I can understand, ESRX took not only GILD but also "his partner" ABBV (who thought to take the king's throne with their help) and the whole sector in a ride.
    This kind of acting cannot last for a long time, every sucker comes awakes soon or later.
    What happened now must be a lesson for avoiding in the future of doing "deals" with potential cheaters.
    Isn't it, ABBV?
    Dec 23, 2014. 01:24 PM | Likes Like |Link to Comment
  • Money flowing out of biotech today [View news story]
    Not only the biotech's.
    (Nearly) all the pharmaceuticals: Did someome trap on the cables and "by accident" pull out the plug yesterday??
    Dec 23, 2014. 10:53 AM | 2 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    All can be. But yesterday, ABBV obtained absolutely no advantage from GILD's plunge, at the contrary. Thus I believe that the author is right about an overreaction on a news. We will see within next days and weeks...
    Dec 23, 2014. 03:26 AM | 1 Like Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    I think like you.
    But anyway, this is quite, quite, quite... a dip!
    Just waiting for better times. (Very) Soon or (very) Late.
    Dec 22, 2014. 01:42 PM | 2 Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    Tx for the answer. If you are correct, what I hope, I guess that all should find its balance according to "accounting" within a few days, weeks or months. Sorry for approximative english.
    Dec 22, 2014. 10:56 AM | Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    There is something that I do not understand fully:
    If GILD is now plunging very badly due to the news... why is ABBV anyway struggling like an exhausted galerian at the same time?
    Any idea's?
    Dec 22, 2014. 10:24 AM | 3 Likes Like |Link to Comment
  • AbbVie's new hepatitis C drug gets boost [View news story]
    This is why I took positions on both, however I have much more respect and long term confidance for GILD. We cannot always expect what would be the most rationnal decision and we certainly must not expect that a physician, insurer, lawyer, politician etc. will always act for the best interest of the patient, customer, electors... A good part of them will first act to take their own advantage. This is a factor that never bust be neglected.
    Dec 22, 2014. 04:15 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
64 Comments
61 Likes