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The Bank of New York Mellon Corporation Message Board

andevenabs 66 posts  |  Last Activity: Aug 14, 2014 9:07 PM Member since: Dec 17, 2001
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  • Reply to

    Serious question for Seaworld haters.

    by andevenabs Aug 14, 2014 12:22 PM
    andevenabs andevenabs Aug 14, 2014 9:07 PM Flag

    What do you know about what goes on in zoos? Do you work at one? I'm sure there a lot of meds given.
    The Leopard at my zoo looks really depressed, anyone can see that.

  • Reply to

    Serious question for Seaworld haters.

    by andevenabs Aug 14, 2014 12:22 PM
    andevenabs andevenabs Aug 14, 2014 9:03 PM Flag

    Right, under the premise of the Seaworld activists, we should basically close the San Diego Zoo, as well as all zoos. Now if the Documentary people/activists want to challenge the entire zoo and Aquarium industry, THEN I will find no fault with them. But this notion that "Seaworld is evil, and everything else is A-OK bothers me greatly since there is no real difference when it comes to animals in captivity.
    Now, some say, well at zoos no is making a Polar bear perform, but really, so what? It's all degrading and sucks for the bear or whatever animal we're talking about.
    I just happen to think this is a cause celebre for the whacko extremists at the moment.
    I don't necessarily disagree with them altogether, but find their tactics and aggression exploitative for their own agenda.

  • Reply to

    Serious question for Seaworld haters.

    by andevenabs Aug 14, 2014 12:22 PM
    andevenabs andevenabs Aug 14, 2014 5:57 PM Flag

    OK, I can work with that premise. So if the animal is small and unintelligent, we can place it in captivity. So this means we should free all dolphins, elephants, sharks, primates, most large cats, bears, owls and any other smart animal I can't think of.
    The point is this witch hunt opens a pandora's box of questions about how we view our relationships with animals.
    Maybe we should go as far as making it illegal to own a dog or cat. Of course, we'll have to re-examine the entire animal husbandry industry. If anything, the problems there make this Seaworld story seem absurd.

  • Reply to

    Serious question for Seaworld haters.

    by andevenabs Aug 14, 2014 12:22 PM
    andevenabs andevenabs Aug 14, 2014 5:45 PM Flag

    why won't anyone answer my questions.

  • Reply to

    I'm going to devote my life to closing sea world

    by smithts777 Aug 14, 2014 1:02 PM
    andevenabs andevenabs Aug 14, 2014 5:43 PM Flag

    so what's next for you, closing all zoos and aquariums? Those petting zoos are also torturous. Maybe we should completely shut down the dairy industry, those animals are held against their will you know.

  • IF what Seaworld does is so reprehensible, what does this say about all zoos, animal parks, aquariums and parks that feature dolphins? (I won't bring us circuses, because I actually think their treatment of elephants is beyond the pale.)
    If we are to stay consistent with the Documentary's premise, shouldn't we close all zoos, animal parks, aquariums, and outdoor marinas?
    The director of Documentary is on record for saying that these animals should be in the wild, where "they often swim 100 miles in a day"
    Well this is true with just about any large animal that lives in the ocean.
    What about the gazelle or lion at your local zoo, what about this captivity? What does this say about our relationship with Animals altogether? What about dairy farms? Ever been to one? That's captivity if you ask me.

    I'm not really sure what the answer are, but it sure looks to me that Seaworld is being singled out for this hatchet job.

  • Reply to

    Don't Bet Against Post

    by heman08 Aug 8, 2014 5:59 PM
    andevenabs andevenabs Aug 11, 2014 11:56 AM Flag

    How are shareholders going to do well when they have 3.5 BILLION in debt? This is more than 2X their revenues and a double digit multiple of ebitda.
    They announce yet another deal for American Blanching. To this investor, it seems POST management is leveraging this company way outside my comfort zone.
    Any bulls wish to comment on this debt?

  • Reply to

    projections.

    by jagans22 Jul 29, 2014 3:03 PM
    andevenabs andevenabs Jul 29, 2014 4:03 PM Flag

    not sure, but I would look at a historical chart of Pfizer during the Lipitor launch as a template. Pfizer stock went up roughly 200% then began to stagnate only after about 2 years.
    Here's the good news though:
    Gilead will not have to spend billions advertising like Pfizer did with Lipitor
    Gilead for the foreseeable future will not have "me too" competitors
    Here's the bad news:
    Gilead already trades at a large market cap
    Gilead will always face the spectre of negative publicity for outsized profits and competition from the "next best thing" on the horizon.
    Ultimately, I think Gilead's gains will take place through all of this year and the first half of next year. After that, it will stagnate at a market cap of probably close to $200B All bets are off if other drugs begin adding meaningful to earnings, where we might possibly see the world's first $300B giant pharma

  • Reply to

    You were told.

    by smokedlobster Jul 29, 2014 9:03 AM
    andevenabs andevenabs Jul 29, 2014 2:58 PM Flag

    Of course there are obstacles. There were obstacles with Viterra, there were A LOT of obstacles with Nexen, The list goes on and the deals get done
    The North Sea JV problems have been well known for a couple years at this point. Anything positive here will be a huge upside for the stock. I'm not claiming to be an expert on this JV, but like I said, the problems are well-known and who's to say not fixable?
    I wouldn't be surprised if Sinopec became a bidder as well. They have a love affair with Canadian companies.

  • Reply to

    You were told.

    by smokedlobster Jul 29, 2014 9:03 AM
    andevenabs andevenabs Jul 29, 2014 11:00 AM Flag

    There is nothing worse than reading garbage from somebody who admittedly sold out earlier this year. It's either sour grapes when the stock rises, or "i told you so" when the stock goes down.
    Either way it's garbage and adds nothing to the discussion.
    As for lobster, it's already established he's a bitter man with questionable motives.

    One thing is for sure, these two characters will be long gone if and when a deal takes place at much higher prices.

  • Reply to

    There goes GILD

    by mjjk1 Jul 29, 2014 10:44 AM
    andevenabs andevenabs Jul 29, 2014 10:49 AM Flag

    one would certified crazy to be short this stock right now. I maintain that a $130-$140 level is very reasonable considering EPS estimates for 2015 are approaching $9
    Show me ANY drug company with this kind of earnings power.

    Sentiment: Strong Buy

  • Reply to

    Punk'd.

    by smokedlobster Jul 23, 2014 9:50 AM
    andevenabs andevenabs Jul 23, 2014 10:24 AM Flag

    It's going to be great to watch you eat humble pie. I suppose the rationale for Talisman to exit the Statoil JV totally escapes you.
    That's what I thought.
    Carl Icahn is the man.

  • andevenabs andevenabs Jul 23, 2014 8:53 AM Flag

    So they can't do Diff Eq or understand Hegel's dialectic, but they know how to make money.
    Something that eludes you.

  • andevenabs andevenabs Jul 23, 2014 8:50 AM Flag

    There are a number of dealmakers on the BOD.
    Talisman seems ready and willing, and so am I.

  • andevenabs andevenabs Jul 23, 2014 8:32 AM Flag

    Who is Innsbrook and why are you quoting someone obviously so stupid?
    Let me break it down for you, the variable cost for producing one Solvadi pill is probably about a $1 and it sells for $1000.
    Ever here of LIPITOR? This is even better.
    So tell me, what does IBM have except for some low margin services and junk?

  • It's going to be great.

    Sentiment: Strong Buy

  • andevenabs andevenabs Jul 22, 2014 6:42 PM Flag

    nobody cares what you think, bitter man.

    Sentiment: Strong Buy

  • andevenabs andevenabs Jul 22, 2014 11:23 AM Flag

    Here's the thing, many doubters say two things that will hurt Gilead, one is a near impossibility based on precedent, the other is possible, albeit a minimum several years out.
    First, the doubters seem to think that the Govt will force Gilead to lower the price of Solvadi either through decree or through some governmental process. This would and cannot happen. It would completely turn the entire biopharmeceutical industry on its head and practically decimate it. It would be the worst kind of govt interference the U.S. has ever contemplated. Two, the special interests/lobbying involved has too much power and influence for this topic to get beyond just a conversation.
    Second, the idea that the PBM's will have an effective coalition with insurers is just nonsense, its good for PR, but that's all. They can say "we're on your side" but they know it's a cheap and inexpensive way to achieve goodwill from consumers and the regulators. If the govt approved Solvadi and it is the best standard of care, the insurers/PBMs would never get away with denying their members this drug, it would be again, unprecedented.
    Third, in the instance of PBM's having a charter/mandate to lower costs, it might be noted that was created to take advantage of generics and biosimilars. BUT, since it is widely accepted that Solvadi is the clear best of breed therapy for Hep C, they don't have a leg to stand on. Fourth, let's not forget what we're really talking about, we're talking about what is best for the patient. God forbid, if I had Hep C, I'd like access to Solvadi, and certainly would be livid if a PBM said, "no, you get PEG, and like it"
    Regarding competing therapies, which there are many, ALL of them still need to go through clinical development and approval which are years away, and some much more.
    The doubters are hoping for two things to happen, one is a near impossibilty, the other is at a minimum several years away, and not likely to affect any est. EPS numbers for years.

  • Reply to

    GE DOWN!!

    by uhuh24 Jul 18, 2014 10:01 AM
    andevenabs andevenabs Jul 18, 2014 10:14 AM Flag

    yeah, I have some thoughts.
    GE has or attempts to jettison just about every business they can think of. First it's Genworth, then plastics, then some leveraged portfolios,then Credit cards, then Appliances, then what else?
    And what do we have to show for it?
    NOTHING.
    The better route is to split up this company and let each business operate on its own. We will all be better off.
    Conglomerates DO NOT WORK.
    Until they break this company into at least 3 or 4 parts, this is a LOSER.
    As for Appliances, by the way, if they spun it off to shareholders and let them run themselves, I'm sure they could be a great business.

  • people are finally waking up to the fact that GILD is the cheapest major pharma in the world by a huge amount.
    Applying a market multiple PE on GILD gives us $140.
    And that's being conservative.

BK
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