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Doyle3000

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  • Who Is The Devil? Will Gilead Fall Or Soar In 2015? [View article]
    The inevitable "Unnecessary and avoidable" patient side-effect litigation will move this along.

    I can see the commercials now:

    "Were you forced to use Viekira Pak by Express Scripts from January 2014 through current date? Did you suffer any side-effects including but not limited to anemia? If so you may be entitled to significant cash rewards! Please call the 800 number below today for a free consultation!"
    Dec 23, 2014. 02:24 PM | 34 Likes Like |Link to Comment
  • Samsung Is Apple's Worst Nightmare [View article]
    To use a USA Car Market analogy, I think Samsung will sometimes be considered for the high end buyer (Infiniti/Acura), but I think AAPL will always remain the BMW/Mercedes/Lexus/Por... as the 'go to' prestige product. And guess what? They can both live there.

    I live in a nice suburb and I don't see a lot of Samsung tablets, I see only iPads. And I see iPads getting better, cooler and sleaker so why would they ever switch to a Samsung? To save $100? That's not that important to them. I'm considering selling my old iPad and upgrading to the new one. The Samsung tablet doesn't come into consideration. It's just not as cool.

    And if Apple jumps into TV, Samsung may need to circle the wagons a little.

    And finally, I believe Apple has 2 or 3 other 'new to the world' items that will roll out over the next 10 years that will create new profit streams. And of course Samsung will copy all of them and hire LeBron to make it cool. Did you see Samsung's watch? Looks like they put it together in an hour. Wait until the Apple watch launches. It'll be night and day on the coolness factor.

    Bottom line: They'll both do fine and Apple makes more money and pays a dividend so I'm long AAPL and not involved in Samsung.
    Nov 7, 2013. 12:53 PM | 33 Likes Like |Link to Comment
  • Apple Is Running Out Of Cash To Raise Its Dividend [View article]
    My god we are really reaching here aren't we? AAPL doesn't have the cash flow to raise the dividend?
    Apr 21, 2014. 04:45 PM | 31 Likes Like |Link to Comment
  • The Apple Analyst Is For A Turning [View article]
    And today's lesson is the same as yesterday's lesson: Sell Side Analysts are the tabloid writers of the financial world.

    Not that I wouldn't love him to be right, but seriously? Does someone who jumps from $450 to $425 then to $600 have any credibility with a true investor?
    Oct 7, 2013. 05:12 PM | 30 Likes Like |Link to Comment
  • Apple: Reality Bites, So Time To Sell [View article]
    GOOG's growth is slowing regardless of Moto X, Chrome, Android. They had 1 bad quarter already this year, the next one or the one after that will cause "the great escape" as all the mutual funds reallocate their 'growth stock' porftolios. For an example of this see AAPL over last 12 months. The 'growth' money will all plow into the next Wall St. Darling; which ironically could be AAPL again.

    Anyone selling AAPL before their new product launch and continued share buyback is guaranteed not to put that money to better use.

    This is the 20th 'sell AAPL' article this year. Warren Buffett is right, be greedy when others are fearful.
    Aug 9, 2013. 05:02 PM | 29 Likes 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
  • Morgan Stanley Provides Some Sage Words On Gilead Sciences [View article]
    Bret,
    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
  • Apple (AAPL) releases Tim Cook's official statement (.pdf) to the Senate ahead of his Tuesday appearance at a hearing on corporate tax payments. Among other things, Apple claims it paid ~$6B in federal taxes in FY12 and a 30.5% effective federal tax rate, and that its foreign units don't engage in the practices the hearing focuses on (the shifting of IP to offshore havens, revolving loans from subsidiaries, etc). The company proposes a tax system that's "revenue neutral, eliminates all tax expenditures, lowers tax rates and implements a reasonable tax on foreign earnings." (previous[View news story]
    HAHAHAHA!! Good Luck Tim! I'm sure your logical, reasonable argument will help change the law.

    Oh wait, we live in a country where Congress has evolved to only be driven by 4 things:

    1) Being re-elected as many times as possible
    2) Catering to the people/corporations who finance their campaigns
    3) Working well with their lobbyist buddies with whom they used to work so they too can land cushy jobs on K Street
    4) Oppose anything the other party suggests, no matter how it benefits the citizens of the United States
    May 20, 2013. 04:23 PM | 26 Likes Like |Link to Comment
  • The iPhone Will Be In Third Place In 2015 [View article]
    the only thing AAPL cares about is the be #1st place in profit. That's all any company should care about.
    Oct 15, 2013. 02:31 PM | 25 Likes Like |Link to Comment
  • Update: Gilead Beats Estimates, But Guidance Spooks Investors [View article]
    Title should've read

    "Gilead Beats Estimates, But Guidance Spooks weak hands, traders and people who don't understand financials. Investors LOVE the outlook"
    Feb 5, 2015. 12:07 PM | 24 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line [View news story]
    what morons were selling this stock earlier today? I bought some naked calls before the bell that I believe will jump 20% at opening bell.

    I've followed AAPL daily now for 5 years and have been long to stupid long. And I have to say I've never seen anything like this. The cash generation of this company is unheard of. The power to invest in R & D and to bring shareholder value is historic. And yet, it nets up 1.5%

    Crazy. But guess what? I sleep very well at night as an AAPL long.
    Jan 27, 2015. 04:50 PM | 24 Likes Like |Link to Comment
  • Icahn bought "quite a bit" of Apple today [View news story]
    This is why when we see a picture of Carl Icahn on CNBC it says "Billionaire Investor" underneath.

    He's buying when the idiots are running scared. And the people who downgraded the stock and the sheeple who sold will never have a label like that under their picture. At best it'll say "Thousand-aire Investor".
    Sep 11, 2013. 05:05 PM | 24 Likes Like |Link to Comment
  • Apple reportedly drawn to Beats' streaming service; sell-side has its doubts [View news story]
    They get ragged on when they hoard cash, they get tortured when they spend it. It ain't easy being on top.

    Now if only these armchair quarterbacks would focus on some of the joke companies out there with huge market caps who don't actually make any money at all but enrich the management with stock options. That would be worth questioning each and every move that they made.
    May 12, 2014. 03:55 PM | 20 Likes Like |Link to Comment
  • Positive Sentiment In Apple Gives Buy Signal Before Earnings Release [View article]
    Love this. AAPL is way too big a portion of my portfolio but I can't think of a better buy right now for 2014. Maybe I'll just buy a few $520 calls. Oh the addiction to this stock.
    Jan 25, 2014. 10:54 AM | 20 Likes Like |Link to Comment
  • A Cheaper iPhone Would Confirm A Lack Of Innovation And Declining Margins At Apple [View article]
    global marketing 101:

    Rule 1 - Outside America is NOT America. If culturally China and India are going to buy differently than Americans, then make something for them. Do you ever see SUV's outside North America? Does it mean Ford/Toyota/GM are giving away innovation and marketing edge because they sell much smaller cars outside the US?

    This is what China wants and AAPL wants to sell to China. It will only lead to increased revenues and profits long term.

    To correlate this to Lack of Innovation is not a logical process. Love your stuff Zvi Bar but I really disagree with this one.
    Jan 9, 2013. 12:05 PM | 20 Likes Like |Link to Comment
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