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  • Gilead Sciences: Ignore Recent Insider Selling [View article]
    HAHAHAHAHAHA you are named appropriately
    Oct 14 04:54 PM | 13 Likes Like |Link to Comment
  • With Harvoni Approved, Here's What's Next For Gilead Sciences [View article]
    everyone talked about AAPL's upside at $400 and it rose $300 per share from that last valley. this is a huge opportunity if you have idle cash. no better investment currently than GILD at these prices.
    Oct 14 04:52 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: Ignore Recent Insider Selling [View article]
    Since there's no published bad news, I have to assume that the trading was caused by stop/loss programs and other electronic triggers in the mutual fund world. This is a perfect time to buy on the dip. I regret not buying more on the last dip.
    Oct 14 04:48 PM | Likes Like |Link to Comment
  • Exact Sciences: Revisiting Cologuard's Value [View article]
    Excellent article - thanks
    Oct 14 10:26 AM | 1 Like Like |Link to Comment
  • With Harvoni Approved, Here's What's Next For Gilead Sciences [View article]
    Mr. Market is mis-pricing the profits and future profits of this company. This is the perfect time to get greedy while everyone is living in fear.

    This is a technical correction; the fundamentals for stocks like GILD remain in place. This is a $130 stock that the market hasn't fully grasped yet.

    Oct 14 10:19 AM | 7 Likes Like |Link to Comment
  • Exact Sciences - An Alpha Opportunity [View article]
    why couldn't you update the short count since August 15th? - a ton has happened since then including the FDA approval

    good article though

    Oct 6 05:43 PM | Likes Like |Link to Comment
  • Can Cliffs Natural Resources Turn Things Around? [View article]
    any talk of ending the dividend? If they end it or reduce it you could see this go to $4 very quickly. But if they strategically keep the dividend in place, you could see some folks chasing it as it is 3x higher than a 10 year.

    I sold PUTS on CLF last week and had to roll them. I do not want to own the stock but ultimately may have to accept shares if this keeps dropping!
    Oct 6 09:58 AM | Likes Like |Link to Comment
  • The 401K Scam [View article]
    Hate to agree here but our nature has proven to be Buy High, Sell Low.

    I personally witnessed some otherwise intelligent people sell all of their 401K holdings in 2008 as they could no longer watch the number drop. Then they waited for 3 years to finally feel better about the market. They missed the bottom and they certainly missed out on a huge run from when they sold to when they jumped back in.

    There needs to be better education about it that's for sure. You shouldn't be able to panic sell your entire portfolio when you are in your 30's. It's just a horrible waste of money.
    Sep 17 09:47 AM | 3 Likes Like |Link to Comment
  • Apple: The Way Now Open To $120 [View article]
    Bret - good stuff. I trimmed 15% of my shares at $101 Friday (had them called) but am still feeling confident with AAPL as my largest holding.

    Seriously, what was so bad about the Galaxy 4? My daughter has one and loves it. I was jealous of the screen to be honest. I've had the 4S and now own the 5S and think it's great but am curious on your objective Galaxy feedback.
    Sep 16 09:19 AM | Likes Like |Link to Comment
  • Is A Long-Term Investment? [View article]
    you should get some trademark protection on that title. it would be catchy and in a few years when Benioff is put in the same bucket as Lay, Skilling, Ebbers, Kozlowski, etc.. there will be books about it.

    II you have enough good info here from your stuff, Sullivan, Schembs, to put a book together. We just need to wait for your last few chapters. I'll give you the first few lines of the penultimate chapter: "And the more things change, the more things stay the same. Larry Ellison walks into the hotel suite with his parade of sycophants and sits down to purchase the shares of the once mighty CRM. For $17 per share. A full 88% below it's market cap of only a few years ago. There's a reason Larry is the richest man in California...."
    Sep 16 09:05 AM | 1 Like Like |Link to Comment
  • ARMOUR Residential REIT's Staggering Yield May Be A Risk Worth Taking [View article]
    the author said it's not about analyzing previous purchases, he's saying "is it a good buy here?" and I think the answer is yes for income seekers, knowing that loss of share price could happen (but the entire market is due for a correction so it's probably the same risk)
    Sep 15 08:07 PM | 3 Likes Like |Link to Comment
  • Celgene Looks Unstoppable [View article]
    Good article - you nailed it on the head that this is an investment and not a trade. If you don't need your money for several years, you would do very well to go long on CELG.

    Long GILD, CELG, AAPL. Sleep very well at night.
    Sep 15 10:47 AM | 3 Likes Like |Link to Comment
  • Is A Long-Term Investment? [View article]
    Oh how I giggle; let me count the ways:

    1) You neglected to mention that the forward P/E of 86x was fairy tale earnings. Real and recurring expenses are continually removed from this 'earnings' number they speak of. They are not real earnings.

    2) "Large spending on acquisitions has restricted profits since 2011" Really? That's the reason? It's not that they have to spend $110 for every $100 of revenue they bring in to cover SG & A, R & D and stock compensation? And are you quite sure it's not because the model actually doesn't work profitably?

    3) "For instance, the sales of ExactTarget's products have grown by 10% to $122 million over the previous year." You know they paid over $2 BILLION+ CASH for that 10% growth on the puny $110mm business, right? So $2 BILLION+ got them $1mm of revenue growth per month in the first year. Awesome ROI. Awesome.

    I'm saving all of these bullish CRM articles and will publish a Tolstoy-esque article once this craters. Thanks for the addition.
    Sep 12 04:46 PM | 8 Likes Like |Link to Comment
  • How Long Until We Start Seeing Profits? [View article]
    I find it amazing how much everyone forgot about how these types of stocks rode like gazelles all through the late 90s and then collectively collapsed to near-worthlessness. It was only 24 years ago but no one seems to remember. Maybe these writers were too young to know that it really happened. They are even called a dot-com company!

    CRM will trade at $17 per share in the next few years. They may even have to file Chapter 11. It is a certainty that the price will crater. It's just a matter of when.
    Sep 12 01:59 PM | 2 Likes Like |Link to Comment
  • Eyes Overseas Expansion [View article]
    They'll enjoy a nice ride while interest rates remain low. They have maybe 4 more quarters to brag about their cash flow situation. There are some big bills due that they don't have the actual cash to cover.

    Apparently their credit facility won't take "accounting cash flow" from depreciation and stock options for payment, they actually demand cash.

    I still give this a 10% chance of going into Chapter 11 if the interest rates rise quickly and one of their major mutual funds sells, cratering the stock price.
    Sep 12 09:01 AM | 1 Like Like |Link to Comment