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  • The Street Abandons ChannelAdvisor In Droves [View article]
    And to think, I was bummed that my $17.50 and $20 calls were called. In hindsight it's a genius trade. Now maybe I'll jump back in and sell the $12.50 calls.
    Jan 18, 2015. 02:47 PM | Likes Like |Link to Comment
  • Beware Of Earnings Unless You Dare [View article]
    Once again I smile looking back at one of your excellent suggestions. You had purported that CREE, trading then around $49 would make for a good quick covered call. I agreed, bought 2 covered calls. They were called the next week and I made like 4% in 5 trading days. Now I see it has taken a precipitous drop since then and I can jump back in. The old me would've instead bought at $49 and held all the way down, dollar cost averaging and in this case, throwing good money after bad.
    Jan 18, 2015. 02:41 PM | Likes Like |Link to Comment
  • AIG reportedly selling 40-year paper [View news story]
    With BV still over 20% higher than stock price I'd use all $2b to buy back shares.
    Jan 12, 2015. 03:16 PM | 1 Like Like |Link to Comment
  • RAIT Financial Gets Extra Cheap On Misplaced Panic Creating 28% Near-Term Upside [View article]
    If most REITs, especially high yield ones, trade below book these days, why would this one trade higher? I'd think it would trickle down towards its current BV no?

    There are three sides to every story so thank you for providing the 2nd version.

    Now Mr. Market will tell us the real story over the next few months. His chart about price per share and shareholder equity says an awful lot.
    Jan 9, 2015. 04:46 PM | Likes Like |Link to Comment
  • Gilead Sciences' New Contract Exclusivity Helps The Shares Advance [View article]
    Agree with you Doug, I think ego was at play here. It was an "Oh yeah, I'll show you our power" move by Express Scripts.

    But if I'm GILD, why now would I even discount by 1 penny my Sovaldi and/or Harvoni to Express Scripts? They'll get list price for every exception authorization or Genotype that VPak can't cure.

    FYI - I'm forced to use Express Scripts and I rank them 2nd worst to Comcast in terms of customer experience. I can't stand them.
    Jan 7, 2015. 10:16 AM | 7 Likes Like |Link to Comment
  • Cramer's Mad Money - 5 Best Dow Stocks Of 2014 (1/5/15) [View article]
    #'s 4, 6 & 7 make for good learning from 2014
    Jan 6, 2015. 12:32 PM | Likes Like |Link to Comment
  • A Story With An Unhappy Ending [View article]
    You, like many CRM bulls, continue to confuse a company's cool products and services and potential with that company's ability to turn revenues into profits. I won't debate you as we have extremely wide gaps in what we feel are "understanding the financials".

    Luckily for you, I think interest rates will continue to stay surprisingly low and keep SFDC solvent for the time being. Once rates start to rise, get out of this stock. Once the first mutual fund calls it quits, it'll collapse completely. Could lose 80% of its value.
    Jan 6, 2015. 10:41 AM | 2 Likes Like |Link to Comment
  • RBC provides commentary on Viekira Pak ramp up [View news story]
    Thanks SD1, that looks really conservative, especially the low-end.

    Keep in mind this probably doesn't include any consideration of buybacks. Wouldn't be surprised if Ackman or Ichan got involved here.
    Jan 5, 2015. 03:19 PM | Likes Like |Link to Comment
  • RBC provides commentary on Viekira Pak ramp up [View news story]
    Although I'm not a fan of most sell-side analysts, as I think they are reactive at best and more likely pure patsies; I do respect Michael Yee and think he's directionally very correct.
    Dec 31, 2014. 09:33 AM | 6 Likes Like |Link to Comment
  • Amazon's Diapers Are Going To Flop Just Like The Fire Phone [View article]
    Do you really think the buyers value Free Shipping over Lowest Delivered Cost? Are a lot of people programmed that way? I'm baffled that #3 would win.
    Dec 31, 2014. 09:24 AM | Likes Like |Link to Comment
  • Morgan Stanley Provides Some Sage Words On Gilead Sciences [View article]
    These articles and comments are all amazingly similar to our conversations in 2012 except every time you typed GILD you could type AAPL.

    Look at the similarities:

    1) Completely oversold based on uninformed fears (Jobs' death, Express Scripts)
    2) Perception that competitor will take them over (Samsung, Abbvie)
    3) Large contingency of traders vs. investors
    4) Widespread ownership in private accounts
    5) Tons of 'newbs' in the stock
    6) Daily articles for and against the stock some fact-filled, some noise-filled.
    7) Forward P/E under 10
    8) Huge cash generation ability
    9) Low PEG
    10) Perception that company was a one-trick pony (iPhone, Harvoni)
    11) Excellent management team getting no benefit of the doubt

    Patience is the virtue that made my 2014 a beautiful year because I held onto every AAPL share no matter the noise. Now that is paring down and GILD is the new AAPL.

    Hang in there everyone, fortunes will come to those who see through the noise and buy when everyone is selling scared.
    Dec 30, 2014. 05:46 PM | 26 Likes Like |Link to Comment
  • Gilead Long-Term Prognosis Is Promising [View article]
    guys the January 2017 $100 strike calls are on fire sale. They are going for under $2000 per contract! ($20.00)

    this says the options market is implying that GILD will be trading at or near $115 after two more full years!

    I cannot think of a better risk/reward investment over the next 24 months.
    Dec 30, 2014. 04:03 PM | 2 Likes Like |Link to Comment
  • DoctoRx Positions For 2015: I Have Cut Back On My Exposure To All Biotech Substantially [View article]
    You sound like Michelle Bachman talking about Obama. Stop.
    Dec 30, 2014. 12:36 PM | 7 Likes Like |Link to Comment
  • Danger Zone: [View article]
    Wow you sound like Johnny Cochran, Barry Scheck and Co. defending OJ.

    All of the facts presented against CRM are ludicrous, misleading and useless.

    "If Marc says they are awesome, you better buy some!"
    Dec 30, 2014. 12:29 PM | 3 Likes Like |Link to Comment
  • A Story With An Unhappy Ending [View article]
    As a fellow Doyle I must say we think along the same lines.

    The one graph that would be revealing if you could build it would be to show the net worth of Marc Benioff over the same time frame. Via the stock options and grants, Marc and his team have helped significantly to create the giant gap between revenue and income. Their compensation is nothing short of ridiculous if executives are measured by company profit and shareholder value.

    Short CRM
    Dec 30, 2014. 11:31 AM | 7 Likes Like |Link to Comment