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Doyle3000

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  • Bet The Farm On Gilead [View article]
    13302632 - You are a great resource and we are all grateful to read your commentary.

    I would ask you to consider one phrase however. When you say Unaffordable Health Care Act - that is absolutely a matter of perspective. Anyone who found themselves unemployed with a chronic condition, or who has had to pay cash for their uninsured college kid's sprained ankle will probably acknowledge that there are several new rules within this Act that will never go away because everyone values them and they are the right thing to do for our society. Even the authors of the ACA know that some changes are needed.

    We can all get wealthy investing in awesome companies like GILD and at the same time be grateful that our employers cover our families health care. Millions of Americans aren't in that same most-fortunate position.
    Oct 29, 2014. 09:51 AM | 2 Likes Like |Link to Comment
  • Whisper Number Impact: What To Expect From Gilead's Earnings [View article]
    So well thought out and objectively backed up with excellent data and research.
    Oct 29, 2014. 09:10 AM | Likes Like |Link to Comment
  • Bet The Farm On Gilead [View article]
    If it dips I'm buying more because there's no way their forward guidance won't validate that GILD is trading at a very low multiple based on its future profit growth.

    With all the fairy tale earnings providers out there (AMZN, TSLA, CRM, N, TWTR) this is a stock that you can own and sleep fine at night.
    Oct 28, 2014. 03:13 PM | 4 Likes Like |Link to Comment
  • Whisper Number Impact: What To Expect From Gilead's Earnings [View article]
    I'm uber long (50% of portfolio) and if it sells off I'm buying more $120 Jan 2016 LEAPS as they are priced as if the stock isn't going up much over the next 2 years.

    This stock should have the ticker symbol GOLD. If you have a 2-5 year time horizon, be long this stock.
    Oct 28, 2014. 02:23 PM | 4 Likes Like |Link to Comment
  • Tesla's Highly Scalable Model [View article]
    Thanks TT and D@IP -
    So I have to make my current car last until 2017 now. Damn.

    Any idea of the expected range of the cheaper model? I just don't use enough gas to justify the lease payments on the Model S, although it is a SWEET ride.

    My wife just bought a hybrid and there are myriad Nissan Leafs here in Atlanta. I think the critical mass is coming and the 2017 model could bring it past the tipping point if it's priced correctly.
    Oct 28, 2014. 02:18 PM | Likes Like |Link to Comment
  • Tesla's Highly Scalable Model [View article]
    I'm wondering how the S is selling for $90k on that platform and the next model on the same platform is supposed to be half that price? How does that math work?

    Don't get me wrong, I love this thing and want to be an owner someday but the single platform synergy has to be a significant cost of the car.
    Oct 28, 2014. 11:04 AM | 3 Likes Like |Link to Comment
  • Exact Sciences: Revisiting Cologuard's Value [View article]
    terminal p/e of 12x - 15x will happen but you'll have missed the rest of the run as profits are grow quickly and the P/E starts in the 50x - 60x range once the market realizes the story. it's PEG will be below 1 when they first start making money.

    I'm always a fan of taking profits but you are going to miss a larger run with your uber-conservative metrics. It may be 2018 by the time the P/E settles into your range, but the stock will be $45 - $60 or they'll be acquired.
    Oct 27, 2014. 11:14 AM | Likes Like |Link to Comment
  • Reuters: Salesforce eyes $1B in healthcare sales [View news story]
    The latest $1b idea that won't make any GAAP profits for the company but will add millions to management compensation as net revenues grow.

    Doesn't anyone find it interesting that this company has been selling customer relationship management software for over a decade and can't come close to making a GAAP profit on it?
    Oct 27, 2014. 08:44 AM | 2 Likes Like |Link to Comment
  • Regulus up big premarket on HCV therapeutic results [View news story]
    rrose39 - I'm super long GILD (now 50% of portfolio!) but these articles are good reminders not to get even more greedy.

    I feel that GILD at $95 last week was like buying AAPL at $400 in 2012. So I added a lot.
    Oct 23, 2014. 10:32 AM | 2 Likes Like |Link to Comment
  • Special Situation: New IPO Crashes 90% Out Of The Gate On Unexpected Dump [View article]
    Wow Joe you've been Senator McCarthy'd on this one. I've never seen such blatant conspiracy theorists on a thread.
    Oct 22, 2014. 01:35 PM | 1 Like Like |Link to Comment
  • Salesforce.com Tapping Into The Business Intelligence Market [View article]
    "....stock prices definitely have room to grow and spiral upwards in some rallies that are expected in the future, driven by new product launches and better earning results."

    better earnings results? what earnings?

    This BI platform is just the 5th money losing endeavor in a long line of launches that enrich CRM management via stock options but deliver absolutely no profit for shareholders to be part of.

    Don't be long when interest rates start to rise.
    Oct 22, 2014. 01:19 PM | 2 Likes Like |Link to Comment
  • Special Situation: New IPO Crashes 90% Out Of The Gate On Unexpected Dump [View article]
    Joe - Nice article. Sorry you have to address all of the fact-less, emotional, conjecture throughout the comment thread.

    I'm not a fan of stocks below $3 (too many scars) but this is a cool value hunt and you did your homework. Stand by your convictions and keep giving it back hard to the people who really don't have any facts to back up their arguments. Love it.
    Oct 22, 2014. 10:27 AM | 1 Like Like |Link to Comment
  • Regulus up big premarket on HCV therapeutic results [View news story]
    Just goes to show that you never really should put all of your eggs in one basket because there's always some technological breakthrough brewing that can really knock the wind out of your sails.

    I will never trust buying a micro-cap stock. Extremely high chance that you'll lose money.
    Oct 22, 2014. 10:15 AM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - Apple Is Very Inexpensive (10/21/14) [View article]
    Cramer is factually an AAPL investor. His charitable trust has owned AAPL for years. He did pare the position down a bit last time it hit $700 in 2012 but he's still got a huge position. He puts his money where his mouth is with that stock. And if it drops he'll buy more. He's not a pump & dump guy although he may have been when he worked on the Death Star (Goldman)
    Oct 22, 2014. 09:38 AM | 3 Likes Like |Link to Comment
  • Regulus up big premarket on HCV therapeutic results [View news story]
    14 patients? Is this an official study? What is the source of this data? has anything been submitted to the FDA yet? Or is this more of a stock price surge story?
    Oct 22, 2014. 09:28 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
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