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  • Why Gilead Sciences Is A Great Investment Right Now [View article]
    Yes stock is under valued. Unfortunately in Biotech the big money loves acquisitions. That said, in the long run the price always follows the earnings.
    May 4, 2015. 01:36 PM | 3 Likes Like |Link to Comment
  • Baidu Spends Money To Make Money [View article]
    Have to spend money to make money. FB is doing the same thing, too many money managers want profits right now but do not under stand that what it takes to build a business for the long run.
    May 4, 2015. 08:28 AM | Likes Like |Link to Comment
  • 3 'Safe' Biotech Picks [View article]
    Kalu, Some of those are high risk, possible high reward picks. Stocks like Gild and Celg are much lower risk in the long run. If you want some possible high fliers look at a couple of the Pharma stocks like Depo and LCI. Both growing eps over triple digits and have a PE under 20. Great risk vs reward.
    Apr 27, 2015. 09:15 AM | Likes Like |Link to Comment
  • An Update On Gilead's 2015 Outlook [View article]
    Ted Facebook and Baidu.
    Feb 17, 2015. 03:11 PM | 1 Like Like |Link to Comment
  • What Lessons Has Express Scripts Taught Us? The Future For The Pharmaceutical Industry [View article]
    Stephen, That is why I do not go to doctors. I have been with out insurance for over 13 years (for a family of four imagine the savings). I go to the gym 4 times a week and watch what I eat. On the rare occasion I need a prescription I go to Redi Clinic and get right in (no wait). Presciptions are reasonable too because when you tell them generic they listen. Last time I went to a doctor generic was asked for but a $150 medication was prescribed when generic was far less.

    I know many people who have gone to doctors and surgery was recommended but the out come was not good. Too many doctors just chasing the $ instead of providing good care. A lot times people are worse off after the surgery.
    Jan 23, 2015. 02:18 PM | 3 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    BJ, Looks like this Express Scripts deal with Abbvie is going to hurt Gilead big time. You have been the biggest cheerleader for Gilead, has this changed your opinion?
    Dec 22, 2014. 09:20 AM | 1 Like Like |Link to Comment
  • Gilead Sciences - Investigating Earnings Predictability [View article]
    Joe, growth companies should not pay dividends they should invest in the business. If you want dividends buy T or VZ.
    Nov 30, 2014. 10:30 PM | Likes Like |Link to Comment
  • 75 Fairly Valued High Current Income Dividend Stocks For Your Retirement Portfolios: Part 2 [View article]
    Chuck, Interesting list. Noticed you have some companies with market caps as low as $86 Mil, $120 Mil, and $241 Mil plus others. Do you really feel comfortable investing in companies this small?
    Nov 23, 2014. 07:28 PM | Likes Like |Link to Comment
  • Gilead: Slaying The Last Dragons Of Doubt? [View article]
    Ben, I have a lot of aapl (my biggest position by far) but obviously it went from $705 to $385 and now presplit is back over $755. Luckily they have a ton of cash and pay dividends. Bio tech is way more risky so I would not put more than 5% of your $ in any one company.
    Nov 4, 2014. 06:11 PM | Likes Like |Link to Comment
  • Is AbbVie's Bullishness On Its Hepatitis C Drugs Valid? [View article]
    Doc, great article one again. FYI, FB has gone from a market cap of around $42 Bil to $164 Bil in about 20 months or so.
    Nov 4, 2014. 05:55 PM | Likes Like |Link to Comment
  • Update: Enterprise Products Partners Continues Its Impressive Performance [View article]
    Agree with the all comments above, this one has been an excellent cash machine for me. Also agree the stock split was a while a go but changes nothing except the number of shares doubled and the price was cut in half.
    Nov 2, 2014. 04:49 PM | Likes Like |Link to Comment
  • Update: Alcatel-Lucent's Impressive Q3 Earnings Confirm Our View [View article]
    Free throw, the chart would say free fall until the recent earnings which still show a loss. Started out at around 4 back in January and is now just above 3 (down about 33%). They need to start making $ for me to believe.
    Nov 2, 2014. 04:41 PM | 1 Like Like |Link to Comment
  • Baidu Q3 2014 Preview: Mobile Shines But Margins Wane [View article]
    BIDU>QIHU, Started investing in mobile ad much earlier and is already paying off. QIHU will need to spend as well but does not have the financial resources Bidu does.
    Oct 28, 2014. 02:29 PM | Likes Like |Link to Comment
  • 2 Companies That Don't Deserve This Market Beatdown [View article]
    Good article, own both. These are the top two companies with analyst upward earnings revisions for 2015. All FB is doing is raising prices and increasing mobile ad share (mainly from Google). Not a bad combination. Gild with crush the numbers and Harvoni is just getting going. Another one I would buy is Baidu. Think Google five years ago. There are just getting mobile ad going in the biggest market in the world.
    Oct 16, 2014. 04:35 PM | Likes Like |Link to Comment
  • Southwest Airlines Reports September Traffic [View article]
    Wow, flew 4% less trips but 5% more passengers for the quarter. Gonna be a great quarter.
    Oct 8, 2014. 05:23 PM | Likes Like |Link to Comment