based on every major pharma's PE multiples, Gilead should be trading closer to $140 and possibly as high as $180
$90 is a joke and I just bought more today.
Solvadi will be the all-time blockbuster drug in history. It's ramp is already unprecedented. EPS for next year is estimated at $8.
Sentiment: Strong Buy
I agree, except for Exxon Mobil, that number is stratospheric. I do think we could see a 200 billion market cap if all goes right, that would put shares close to $135. Cisco at one time had a market cap of about 450B if memory serves, but as for a large pharma, I think the largest number I've ever seen was around 250B.
Can anyone dispute this?
I agree. And this nonsense about "mideast carriers" elbowing in AALs gates or whatever is just ridiculous.
I cannot think of a more stupid thing to say.
and by the way DAL is trading at 12X 2014 EPS, whereas AAL is about 7. I thought it's a matter of agreement that at worst, AAL is AT LEAST as good as DAL, which if true means at the DAL mulitple, AAL should be trading at near $60.
But since we (or most analysts) think AAL is a better run, better prospect airline, why on earth would you say moving up from the current $42 is going to be difficult?
you're talking out of both sides of your mouth.
Bottom line is Delta is not AAL, and based on 2014 and 2015 estimated EPS, AAL is still very cheap, and arguably, the best single value play in the S&P 500.
If it isn't, tell me which is better? Possibly Gilead, but that is riding entirely on Solvadi.
You say it's going to be difficult for AAL to move up at less than 7X 2015 EPS? What?
This is a industry growth story and AAL is at the forefront along with LUV.
I think many people are going to be very sorry they sold here, especially when at the current market multiple, AAL could be well north of $100 in 2015.
Sentiment: Strong Buy
it would never pass European regulators.
I still can't figure out why CNHI is mired in a news desert. For such a large important company you would think it would at least occasionally be in the news.
I'm not sure what to think of this company. One thing is for sure, they have decimated their brand awareness by calling themselves CHNI and not "Case New Holland Ind."
if I were running things, the first thing I would do is change the name to Case New-Holland Ind. and set aside a few million for brand awareness, and do a couple roadshows.
Pelt understands that BK is the undisputed world custodian investment services leader.Its AUC is nearing 28 trillion. They are the largest clearing and settlement firm in the world, and they are either 1, 2, or 3 in virtually every back office operation in the world like collateral,and other broker dealer services.
These business have a pretty wide moat and basically operate like an oligopoly between State Street, JPM and a couple others.
wealth management should be spun-off, which is probably what he'll be agitating for.
Suncor is grossly undervalued.....
EPS estimates continue to get revised upward.
BMO, Barcap and others seems to agree.
I say shares go much higher, perhaps breaking $50 later this year.
BK is not rising due to anticipated rate increases. It is rising because they are finally getting serious about SG&A control which is has been the achilles heel for this company.
The Supreme Court all but guaranteed that Aereo becomes nothing more than a footnote the annals of broadcasting.
This is a huge, albeit expected win for the broadcasters.
at least he spells flush and pound correctly.
he should do haiku, maybe I'll try...
Shorts are pounding AMAT
Flushing and Pounding and laughing out loud
Tomorrow they'll do it again,
Even though I am up significantly, if we break $50, I'm doubling up, as I've found stocks that break $50 as probably the most bullish technical there is. It is very rare for a momentum stock to break $50 and fall back.
Suncor was trading at $47 while producing 332,000 bbls while WTI at $78
Suncor has suspended monthly production numbers as of December, but we were trending in the 390-400's while crude prices with WCS at around $80
with all that is going right with regard to ability to bring product to market and geopolitical tensions and operational excellence, I see no reason why we don't reach $50 in a matter of months.
I cannot believe it's been this long. Still waiting patiently.
31,000 outstanding contracts for Jan 15 at $12 trade for 70 cents.
at $12.70 and the current price of $10.60, you have a lot of people betting there will be a much higher than 20% move between now and 6 months.