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Doyle3000

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  • Biotech Beat: Amgen And Gilead News [View article]
    I'd worry more at Abbvie vs. GILD since MRK is an easier regiment than the V-Pak. Also I think the higher GILD cure rate is statistically significant.
    Apr 24, 2015. 09:10 AM | Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    Short term naked options are like betting on an NFL game. Way too much risk for your hard-earned $1525.00. Your tag line should be GAMBLA not Inve$tor :)

    Better to inve$t that $1525 into a GILD $100 strike call expiring January 2017 call (LEAP). That allows the market to finally absorb that this stock is cheap. It could be up to $135 by then or higher. Much better way to inve$t.
    Apr 23, 2015. 08:55 AM | 1 Like Like |Link to Comment
  • Could Amazon Do To Groceries What It Did To Books? [View article]
    Plus no parking lot nightmare like Costco has!
    Apr 23, 2015. 08:41 AM | Likes Like |Link to Comment
  • Kimberly-Clark Reports First Quarter Earnings Next Week, And Here Are My Thoughts [View article]
    we'd comment if we knew what you were talking about
    Apr 22, 2015. 10:12 AM | 2 Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    stock price doesn't have much to do with acquisition price
    Apr 22, 2015. 09:37 AM | Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    this is a very interesting story because this London trader was not implicated at all by the SEC in their final report. They had pegged a firm in Kansas. There's something fishy in Denmark!

    And because the European regulating body has a completely different story than the SEC we still have quite a ways to go before we know the whole truth.

    And it sounds like a company installing an inept (not necessarily evil) trading algorithm into their trades is still not illegal so can be repeated i.e. another flash crash can happen.
    Apr 22, 2015. 09:35 AM | Likes Like |Link to Comment
  • Could Amazon Do To Groceries What It Did To Books? [View article]
    great article - good statistics. Everyone seems to ignore that Amazon is really only going after the 40mm-60mm prime members who no doubt are middle income and higher households. They aren't trying to beat Dollar General, they are trying to capture some Costco, Publix, Safeway, Wegman's dollars.
    Apr 21, 2015. 09:52 AM | 4 Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    But don't you all remember how Samsung's phones were going to make Apple absolutely have to cut the pricing on their phones? I can think of so many SA articles actually recommending to Apple that they'd do well to drop prices on their phones.

    I also remember several articles and talking heads on CNBC saying that the iPhone (after the 4 launch) was Apple's "one hit wonder" and that's not enough to be in the stock. That was all through the $500s and $400s down to an incredible $385.

    Lesson: People don't know crap about good companies. They really don't.
    Apr 20, 2015. 04:19 PM | 25 Likes Like |Link to Comment
  • Kimberly-Clark Reports First Quarter Earnings Next Week, And Here Are My Thoughts [View article]
    Ben T. Watson - thank you for your service. This is the perfect stock for you.

    But if someone is in their 30s out there, this is not where you want to be. The secular rise of private label paper and diapers, combined with KMBs unsustainable culture of cost-savings-to-manage earnings... will not bode well over the long haul. I think the top was in at $117 and it may not hit there again for the next 10 years. It's actually trading a little rich at its current price.
    Apr 17, 2015. 08:44 AM | Likes Like |Link to Comment
  • Gilead Is A Cash Generation Monster [View article]
    worked wonders for AAPL
    Apr 16, 2015. 02:25 PM | 5 Likes Like |Link to Comment
  • Gilead Is A Cash Generation Monster [View article]
    well done - great long term holding
    Apr 16, 2015. 12:51 PM | 5 Likes Like |Link to Comment
  • salesforce.com Is A Leader In Social Responsibility But Improvements Still Needed [View article]
    "In the case of salesforce, the company has been recognized in many years as one of the World's Most Ethical Companies by Ethisphere. Ethisphere looks at companies that think similarly and push the envelope of what corporate ethics means and push for leadership in this area"

    Their ethics are a complete dichotomy.

    I admire their outspoken leader not holding back opinions re: Indiana etc... and they are philanthropic and their leader also calls on others to join in the giving. All very noble and I applaud it.

    But from an accounting standpoint, they do absolutely everything they can to obfuscate their true financial picture, which is not pretty. They are enriching themselves via stock options at an obnoxious rate and then not counting those tens of millions of dollars as an ongoing expense, rather treating them as non-recurring expenses. All to trick the investor into thinking that their model will generate nice profits one day.

    When, not if, this stock recalibrates to the true profit that it can deliver for its shareholders, there will be class action lawsuits. These suits will point to them "willingly and knowingly" obscuring their true situation re: deferred revenues, cash flows and again, generally accepted accounting principles; leaving the poor plaintiffs with massive losses when profits matter again someday.

    Because the latter outweighs the former, I am short CRM.
    Apr 15, 2015. 02:53 PM | 2 Likes Like |Link to Comment
  • Seabridge Gold: Possible Worries About Cash And Dilution [View article]
    yes exactly like 2008 - there will be a run to safety. A big one. Today's retirees were fried in 2001 & 2008. They almost expect to get burned again right now. You can see it in their commentary. They are so miffed that they can't buy CDs or Treasuries anymore to make money.

    watch gold leap this year once interest rates start to finally rise and the market has a correction. the bull market is aging. I can see CNBC ramping up the gold commercials in the near future.
    Apr 15, 2015. 08:30 AM | Likes Like |Link to Comment
  • Seabridge Gold: Possible Worries About Cash And Dilution [View article]
    Once this very long awaited correction finally hits the stock markets, we'll see gold revive quickly.

    The Fed accommodation, in my opinion, has lasted too long. They should've started raising rates already. The stock market is trading now around 17x earnings. That's a little rich and has pockets of bubbles (cloud, biopharma, etc.)

    SA should get a nice boost in gold pricing before they have to seek financing.
    Apr 14, 2015. 10:40 AM | Likes Like |Link to Comment
  • Harvoni Continues To Dominate Hep C Market, Market Continues To Undervalue Gilead [View article]
    the companies yes, the stock action however is very similar:

    AAPL announced a so-so quarter and the stock tanked in 2013 even though they had made a ridiculous amount of GAAP profit
    GILD announced a so-so quarter and the stock tanked from $108 to $88 even though they had just announced a ridiculous amount of GAAP profit

    Analysts said that Samsung was going to crush AAPL's ability to grow profits because pricing was going to drop - stock trades down to 10x earnings
    Analysts say that ABBVIE et al is going to crush GILD's ability to grow profits because pricing was going to drop - stock trades down to 10x earnings

    AAPL initiates dividend because they have so much cash
    GILD initiates dividend because they have so much cash

    AAPL is finally appreciated after launch of iPhone 5 - stock carries the market for 17 months+. It rose from $385 pre-split up to today's $889
    GILD not yet appreciated (maybe need to announce a split)
    Apr 13, 2015. 02:09 PM | 23 Likes Like |Link to Comment
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