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  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    The announcement that the HCV solutions are approved in Japan could come before the Q1 announcement which would be nice.

    I don't mind accumulating down here. I sell $99 PUTs each Monday which also helps while I wait. Between selling $105 calls and $99 PUTs you can earn some nice income before the next catalyst
    Mar 22, 2015. 01:57 PM | Likes Like |Link to Comment
  • Noble Corporation - Unloved And Undervalued [View article]
    Great article -

    So you prefer they keep the 11% dividend or as an owner would you like to see them slash the dividend down to 5.5% (still pretty good) and use the remaining $175mm/yr to buy back 12.5mm shares per year over next two years?

    Cleary the 11% dividend is not believed by the street to be sustainable. Even if NE can afford it, the stock is trading like it's going to be severely cut.

    Maybe if they announce that indeed it will remain in place for all of 2015 we'd get a pretty nice jump in stock price.

    I'm long at $14.12 and liking my long term prospects.
    Mar 19, 2015. 03:15 PM | 2 Likes Like |Link to Comment
  • Is The Market's Optimism About Justified? [View article]
    I wonder what will happen to CRM once they actually hit $10b?

    That's Benioff's vision and he appears to be on course for it. But will the rise of interest rates combined with a slowing bull market crater this stock before he achieves it?

    If the stock does have a major re-calibration of it's ability to earn profits or keep growing top-line at such rates, they'll lose their currency to pay their sales and marketing people (with stock) and in turn will the talent start leaving, preventing them from even hitting $10b? CRM certainly couldn't afford to pay themselves with cash at the same level.

    It's going to be very interesting to watch. It is inevitable that the valuation will be recalibrated as people start seeing that the model is incapable of making money.
    Mar 19, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Gilead Sciences: An Analysis Using Warren Buffett's Owner-Earnings Equation [View article]
    that I'm looking forward to because I do not get the IBM purchase at all
    Mar 19, 2015. 09:40 AM | Likes Like |Link to Comment
  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    to hold a stock for 7 months and sell because it didn't take off isn't investing. you'll kick yourself by this time next year if you sell now.
    Mar 18, 2015. 03:33 PM | 32 Likes Like |Link to Comment
  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    same as AAPL 2013 - patience will be rewarded
    Mar 18, 2015. 03:31 PM | 11 Likes Like |Link to Comment
  • Gilead Sciences: An Analysis Using Warren Buffett's Owner-Earnings Equation [View article]
    For clarity, I meant "children of the depression" meant that their parents lived through it so they watched the uber-frugal actions of their parents. We learn at the school of experience, we learn at no other.

    My late father was born in 1927; I know what living below your means looks like, and I'm quite thankful I've learned it.

    Now my kids on the other hand....
    Mar 18, 2015. 02:51 PM | Likes Like |Link to Comment
  • Gilead Sciences: An Analysis Using Warren Buffett's Owner-Earnings Equation [View article]
    Very cool article. I'm surprised you get many 71+ year olds to buy individual stocks at all. I have found that once they get to a standard of living that they are ok with, they get uber-conservative with their money. After all, many of them are children of the great depression.

    Even if GILD dropped to $76 I couldn't get any of the people I know in their 70's to buy it.
    Mar 17, 2015. 10:42 AM | 2 Likes Like |Link to Comment
  • Core Molding Technologies' Accelerating Earnings Propel Bullish Thesis [View article]
    Good article II - my worry is that this stuck has been cheap for a few years now. They need a catalyst like a buyback. And I think everyone is leery that the bull may be getting tired and automotives never seem to be a "bet on the come" sector.
    Mar 14, 2015. 09:56 AM | Likes Like |Link to Comment
  • “Nobody Ever Lost A Dollar By Underestimating The Taste Of The American Public.” ― P.T. Barnum [View instapost]
    Well he did accurately pick Priceline and Amazon so if you bought and held through the storm then bought more in 2002 you'd have done extremely well over the last 15 years.

    Then again you'd have lost almost 100% of your investment in his Top 10 stocks (except Ariba Networks I think)
    Mar 12, 2015. 08:27 AM | Likes Like |Link to Comment
  • 2 Mysteries [View article]
    Everything you're saying makes some sense but it is the common theme of people who support these wildly over-valued stocks. There really is no argument made; just some tangential thoughts about how neat American Entrepreneurialism is. And how many people are working for the company that uses every known accounting trick to obscure the investor from what is really going on. "Pay no attention to the man behind the curtain!" company.

    This certainly helps explain how this stock has remained so incredibly and amazingly over-priced for so long. Lots of surplusmarketing-type ideology boosting everyone's confidence that the emperor's clothes are amazing.
    Mar 12, 2015. 08:19 AM | Likes Like |Link to Comment
  • Lumber Liquidators Flooring Failed Formaldehyde Standards In 2013 [View article]
    My proudest moment of 2015 was not jumping in at $59 after the initial sell off. This probably has a long ride down because we've yet to hear from Lowe's or Home Depot. And I've yet to see a commercial from Motlick & Associates on how they can get you a payout if you have cancer AND these LL floors.
    Mar 11, 2015. 10:36 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources - Crushed Expectations, Big Buyers In 2015 [View article]
    Sell recommendation from Axiom Capital. This opinion only makes CLF a better long term buy today.

    • Cliffs Natural Resources (CLF -6%) is downgraded to Sell from Hold with a $2 price target, cut from $9, by Axiom Capital, which cites what it expects to be a near-term collapse in iron ore prices as well as currency devaluation lowering the cost curve for CLF's competitors.
    • Oversupply of iron ore, U.S. dollar strength, the entrance of more U.S. pellet supply and weaker U.S. hot rolled coil spot prices are all working to make CLF's U.S. iron ore segment less competitive, Axiom says.
    • While CLF has prided itself on shifting away from the seaborne iron ore market, the firm fears "this is not as easy as meets the eye, given iron ore is a global commodity where the U.S. is a price taker, not maker."
    Mar 9, 2015. 10:56 AM | Likes Like |Link to Comment
  • It's All About Execution - Cramer's Mad Money (3/5/15) [View article]
    Wow how bad is VEEV if he's saying leave it and go somewhere safer and better like CRM? CRM doesn't even know how to spell GAAP.
    Mar 6, 2015. 10:11 AM | Likes Like |Link to Comment
  • Salesforce Becomes Fastest Enterprise Software Company To Reach $5 Billion [View article]
    again you're arguing with me - CRM was always too expensive to be purchased and that's the reason it wasn't. once it craters, if it falls far enough, it will be bought out. Someone with some business sense ultimately has to own that business. Benioff only knows how to grow top line and make he and his team filthy rich via ridiculous share dilution. He offers no profit for which the shareholders to share in.

    And your comment about buying low and selling high applies to all stocks, houses, classic cars, etc... so that has nothing to do with CRM being a profitable company.
    Mar 5, 2015. 08:40 AM | Likes Like |Link to Comment