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  • Earnings Update: Gilead Sciences Beats Estimates Yet Again [View article]
    it's weak hands dumping 100 shares at a time. no professionals would jump out after that earnings call. this is a cash register.
    Feb 4, 2015. 03:37 PM | 4 Likes Like |Link to Comment
  • No accelerated review for Merck HCV med [View news story]
    if that isn't a testament to GILD having the best possible treatment I don't know what would be. Of course the FDA could've been a little more professional and said those facts instead of just rescinding for no given reason.
    Feb 4, 2015. 09:57 AM | 8 Likes Like |Link to Comment
  • Petrobras -10% after results fail to include corruption writedowns [View news story]
    Ahhh but I purchased just recently and am already up on CEO disposal rumors :) When you buy really does matter doesn't it? And they've yet to even clear the corruption write-off hurdle. Once they do this will head north of $8 I would imagine.
    Feb 4, 2015. 08:46 AM | Likes Like |Link to Comment
  • Gilead Is Still A Buy, But Expect Continued Compression Of The P/E Ratio. [View article]
    Well done Arizona Investor - the P/E compression is upon us. And it is still a BUY. I agree with both parts of your title.

    Also fellow investors, I have to tell you, the Jan 2017 $100 Calls are ridiculously cheap. Check them out. I buy one every time I accumulate a few thousand dollars. Even if GILD doesn't launch another product they'll blow the doors off of the implied $122 over the next 2 years just with buybacks and very conservative earnings guidance by the company.

    I buy these on every dip and seem to make 20% every time the stock slowly creeps back up. It's got a huge margin of safety on it given the time frame and cheap premium. I'm buying a few this morning.
    Feb 4, 2015. 08:41 AM | Likes Like |Link to Comment
  • Notes from Gilead Q4 earnings call; HCV discounts go up [View news story]
    CLF was up 11% AH the other day only to close the next day down 3%. AH trading doesn't mean much to me.
    Feb 4, 2015. 08:03 AM | 1 Like Like |Link to Comment
  • Gilead Sciences' (GILD) CEO John Martin on Q4 2014 Results - Earnings Call Transcript [View article]
    many commenters accurately predicted P/E compression because of fear of earnings growth slowing or stopping. this exact same thing happened to AAPL. the street all touted that AAPL won the Super Bowl with iPhone 4 and then the party was over and the stock would never hit $700 again. AAPL had to compress all the way down to 7x earnings (after you remove their cash) until finally the value hunters all started jumping in. Now it's trading well over that $700 mark just a few years later.

    If you can't see this cash flow stream they have in front of them and the safe shareholder wealth it will bring you are just a weak hand. stay in this big and you'll beat the S&P handily over the next few years.

    The S&P is slowly topping, GILD is coiling the spring.
    Feb 3, 2015. 11:51 PM | 26 Likes Like |Link to Comment
  • Gilead Q4 EPS up 364%, Harvoni sales >$2.1B [View news story]
    these numbers are ridiculously good. like stupid good. what an opportunity! It'll hit someone's radar soon enough. (Ackman, Icahn, etc..)

    I'm accumulating stock and long term calls (LEAPS)- no way this doesn't spring at some point. they may even think about taking it private at this under-valuation.
    Feb 3, 2015. 06:32 PM | 1 Like Like |Link to Comment
  • Notes from Gilead Q4 earnings call; HCV discounts go up [View news story]
    the "money" is not the smart money. I think it's the traders. this is the EXACT same path AAPL took a few years ago. they'd announce huge earnings, huge buybacks, huge cash flow and the stock would tank. it happened several times before finally someone like Carl Icahn said "wait a minute, this is ridiculous"

    watch Icahn or Ackman look at GILD in 2015 and watch it run once they do.

    and tomorrow if it stays down, you can pick up $100 Jan 2017's for a song. may be the single best investment one could make in 2015.
    Feb 3, 2015. 06:24 PM | 12 Likes Like |Link to Comment
  • Gilead Sciences beats by $0.21, beats on revenue [View news story]
    $2.43 x 4 = $9.72 x 15 P/E = $145.80
    Feb 3, 2015. 04:22 PM | 12 Likes Like |Link to Comment
  • Why I'm Buying Gilead And Selling Celgene [View article]
    I'm doing a little of the same. Selling tight calls on the CELG shares and if/when they get called, I'm adding to the GILD position. I'm afraid to short any momentum stocks and CELG acts like a momo stock to me. I follow it 6x a day.
    Feb 3, 2015. 03:30 PM | Likes Like |Link to Comment
  • 4 Key Points To Look For In Gilead Sciences Earnings Report [View article]
    We GILD longs will win either way this evening. Either it will climb after hours towards its true value or it'll dip again from the weak-hands and we'll just continue to accumulate.

    this is the beauty of owning a piece of a fantastic company

    too long GILD
    Feb 3, 2015. 03:22 PM | 3 Likes Like |Link to Comment
  • Bet The Farm On Gilead... Again [View article]
    It Tuesday's report and guidance isn't enough to start it rolling up I don't know what would be. Their guidance is going to lay out the points in this article and it'll be hard to not realize how under-valued it is.

    AAPL went through the same thing. Under-valued for almost a full year until they said enough is enough and did the 7 for 1 split and bought back an ocean of stock.

    GILD hopefully is buying truckloads of stock every time it dips under $100
    Feb 2, 2015. 01:13 PM | 1 Like Like |Link to Comment
  • Netsuite: $0 Equity Less Sweet [View article]
    Well done. Same argument exists for four years running now due to Fed easy money policy, aggressive sell-side analysts only focusing on top line growth and a general ignorance of how the weighing machine works long term.

    I've been short N and CRM on and off for years. And now it seems like I'm really a trader on both.

    No one really knows when the collapse will begin on all of these cloud plays, but when it comes it'll be a huge rush through a very small door. It'll be 1999 for about 20 of these companies. And I think the mutual funds know it and are probably planning on how and when to start extracting.
    Jan 29, 2015. 02:39 PM | 4 Likes Like |Link to Comment
  • Why Cliffs Natural Resources Is My Top Pick For 2015 [View article]
    If there's a more hated stock than CLF right now, I'd like to know about it. You're exactly right, it's counterintuitive to buy here. Which means it's a great time to buy here.

    Assuming you are patient.

    Good article!
    Jan 29, 2015. 10:42 AM | 4 Likes Like |Link to Comment
  • Celgene Q4 EPS up 196% [View news story]
    I thought non-GAAP was used by smaller and growing companies. Why is a high market cap, very profitable company using non-GAAP at all?

    Are the GAAP EPS up 196% or the non-GAAP?

    Not a fan of the way this is reported. I'm long CELG but this looks like stock-price hype.
    Jan 29, 2015. 09:20 AM | Likes Like |Link to Comment