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Apple Inc. Message Board

frey_guy17 663 posts  |  Last Activity: 58 minutes ago Member since: Jul 13, 2001
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  • Reply to

    Otsuka-Merck axis?

    by mulanoom2007 Apr 24, 2015 5:24 PM
    frey_guy17 frey_guy17 58 minutes ago Flag

    Yours is the only post I see on the entire page. The rest are on IGNORE. Hilarious ! Thanks for a rational, meaningful post. Nice to see a post not emanating from personal insecurity and selfishness.....a rarity here.

  • frey_guy17 frey_guy17 1 hour 36 minutes ago Flag

    If there is no viable drug to bring to market, why do you think this stock will " bounce higher early on Monday" ?
    Just curious.

  • Reply to

    From Bar*rons

    by frey_guy17 Apr 25, 2015 11:26 AM
    frey_guy17 frey_guy17 4 hours ago Flag

    So they say. They're always whining about repatriating cash, and paying taxes. In the meantime, all that cash does nothing for the people who own the company. But yes...I see your point.I still think AAPL could be paying a MUCH larger divi without hurting the bottom line.

  • frey_guy17 frey_guy17 7 hours ago Flag

    That is how I feel, but this board does not seem to be too enamored of long term holds...unless I am missing something ? Seems like mostly short term traders here.

  • Reply to

    Time to Split the Stock

    by b1g_brothr 12 hours ago
    frey_guy17 frey_guy17 7 hours ago Flag

    How is splitting the stock going to make any difference ? At TD Ameritrade, it would cost the same to buy 100 shares @ 104, for example, or...200 shares @ 52, or, 1000 shares @ 10.40.

  • Reply to

    From Bar*rons

    by frey_guy17 Apr 25, 2015 11:26 AM
    frey_guy17 frey_guy17 12 hours ago Flag

    Well, it appears that Gilead might be in a position to provide to shareholders BOTH a future scenario of 1) dividends PLUS 2) acquisitions. IF so, great. At least they're attempting to return cash to shareholders. Wish Apple would do a better job of this !

  • Reply to

    From Bar*rons

    by frey_guy17 Apr 25, 2015 11:26 AM
    frey_guy17 frey_guy17 Apr 25, 2015 8:04 PM Flag

    No...previous edition, which I did not see at that time either. I just posted it now for the good of the order. I think the comments are still current and relevant.

  • frey_guy17 frey_guy17 Apr 25, 2015 7:59 PM Flag

    I don't think options have anything to do with it (price action). I believe just the REVERSE...options tend to be affected and moved by supply-demand of the stock, and the options are re-priced, accordingly. GLTY.
    We can agree to disagree. This stock is headed much higher. See you @ 12 soon. HUGE number of borrowed margined shares will have to be bought back and replaced by shorts. The clock is ticking.
    -Frieberg

  • Reply to

    If you can't look at longer term

    by tomorrowyesterdaystoday Apr 25, 2015 7:40 AM
    frey_guy17 frey_guy17 Apr 25, 2015 6:58 PM Flag

    Again...great comments. (You are now elected the board mediator by MOI)... ;-)
    Yes, agree. I am way too analytical at times, and listen WAY to much to BS that is on the online universe of CNBC, CNN, WSJ, Barrons, etc. It is just my MOA... (retired chemistry teacher..I analze everything WAY too much..). My wife's account consists of all Vanguard etf's, i.e. VIG, VBR, VTI, etc...her account has kicked my butt over the last several years. She simply dollar cost averages into these etf's monthly, using a no-brainer approach, buying pretty much the entire market. She is about 70% stocks (globally) and 20%bonds (globally) and 10% REITS and cash. It has worked extremely well over the last 10-11 years. So, despite the criticism from many, the dollar-cost average, using a broad based universe of equities, does indeed have its merits. The ego in me makes me think I am smart enough to beat the market....tee hee. ;-) Live and learn ?

  • Reply to

    You are going to have to ride this out folks.......

    by jdellie Apr 25, 2015 11:34 AM
    frey_guy17 frey_guy17 Apr 25, 2015 4:51 PM Flag

    Wise advice.

  • Reply to

    From Bar*rons

    by frey_guy17 Apr 25, 2015 11:26 AM
    frey_guy17 frey_guy17 Apr 25, 2015 4:32 PM Flag

    Me too, WIne. AAPL, GILD and XOM are my largest holdings (IRA). I am also delighted that GILD will be paying a divi, as I am definitely a divi seeker when possible. I think that the GILD buyback + dividend scheme are being underestimated in terms of their long term significance (i.e. to shareholder return over time). JMHO.

  • Reply to

    You are going to have to ride this out folks.......

    by jdellie Apr 25, 2015 11:34 AM
    frey_guy17 frey_guy17 Apr 25, 2015 12:26 PM Flag

    Well, I used to own ACI, and fortunately exited the stock when it was just under 3 bucks (I took a loss, but fortunately, did not own that many shares). Looking at BTU, you're looking at a company with about a 10 dollar BV, but 6B debt, and the specter of continued decline in revenue. You are also looking at potential increases in interest rates down the road, albeit probably not very soon. A short term positive for this stock, IMHO, is the fact that nearly 30% of the float is sold short. Any positive events, in terms of coal pricing, would induce a quick blip up in stock price. My view is basically the old adage: DO NOT put money into coal that you cannot afford to lose. This is a hugely risky sector of the economy right now, especially give a glut of oil and NG, and little end in sight to cheap NG. If the Dems stay in power (?????), that would put yet further long term pressure on use of coal to generate power. The future of CAPP coal is dismal; PRB coal is where a company needs to be to survive, and BTU probably is one of the better diversified in terms of geographic assets.
    I do not currently own BTU, and never have, but am watch it closely, and may pull the trigger soon, just for a position trade.

  • Reply to

    If you can't look at longer term

    by tomorrowyesterdaystoday Apr 25, 2015 7:40 AM
    frey_guy17 frey_guy17 Apr 25, 2015 12:14 PM Flag

    Good post. Tax holding periods are moot for me; I do everything inside of an IRA. The pain is paying taxes when I take a distribution. The nice thing about doing trading inside the IRA: ZERO hassles with recordkeeping (i.e. it is irrelevant in terms of reporting to the IRS, i.e, there is nothing to report OTHER than a distribution). I like to buy and hold, and am probably old fashioned in that regard. However, I tend to keep core holdings of stocks I feel confident about long term, then...if they become really volatile, I sometimes trade around a core position. I have done that many times with ARIA, GILD (last year), SNY (an interest dollar vs. Euro play), etc. Thanks for your interesting posts. You clearly think "outside the box". And my comments above were not implying that I am selling GILD anytime soon. I want to collect the divi, and also think it is a great LT play. JMHO.
    -Frieberg

  • Reply to

    If you can't look at longer term

    by tomorrowyesterdaystoday Apr 25, 2015 7:40 AM
    frey_guy17 frey_guy17 Apr 25, 2015 11:36 AM Flag

    Some view a sideways hold as potential opportunity cost...tying up money that could be used elsewhere. That is why many do no embrace investing; they trade. If GILD does not move after this earnings CC, or sells off, I think many will exit the stock.

  • frey_guy17 by frey_guy17 Apr 25, 2015 11:26 AM Flag

    Moreover, given the fanfare around HCV, many investors have forgotten about Gilead’s $9 billion HIV business and its ongoing research in other areas. “I would argue that [investors are] paying nothing for the potential upside of Gilead’s R&D pipeline,” says John Park, co-portfolio manager for the Oakseed Opportunity Fund ( SEEDX ), which recently counted the stock as its sixth-largest position. He notes that Gilead recently submitted a new formulation of its HIV drug tenofovir alafenamide (TAF) for approval, an important development that’s being overshadowed by Harvoni.

    “The biggest thing people forget about is the management track record,” says Park. “In the 1990s, Gilead had no products and no profits. Not a lot of those companies make it to the size Gilead is today, and even fewer make it with the same CEO. John Martin has demonstrated a lot of value creation.” Gilead’s market value is about $158 billion.

    Park, who describes himself as value-oriented, compares Gilead to Apple ( AAPL ) — a company that looks about to log a dramatic increase in earnings, and will still make an attractive holding even if growth flattens out in years to come, given its strong financial position.

  • LOVE Yahoo's ignore feature. Works great !

  • Reply to

    Right or wrong I'm holding past earnings.

    by stockdog87 Apr 24, 2015 3:11 PM
    frey_guy17 frey_guy17 Apr 24, 2015 9:08 PM Flag

    Do what you think is best for YOU, using your own risk tolerance, and personal monetary goals. (Each of us only knows what is "right or wrong", in terms of monetary gain, AFTER the fact). There has been NOBODY on this board, over the last year, who has correctly predicted with any accuracy the movement of the stock short term. (There have been a few here that post a zillion predictions, then come back a few days later and claim they predicted with precision what the outcome would be ! Like they say: Nostrodamus made a million predictions, and 17 came out to be true !! It is all a #$%$ shoot SHORT TERM. I am into this stock for the long haul, but I can tell most on this board are not; many simply want to talk short term trading, and wasting money on options (thinking they'll get rich that way). So, if your inner voice and DD tells you to stay put the stock after earnings, then DO SO. Ignore goofy posts here, that try to predict price moves day to day...that is impossible. The way to play Gilead, IMHO, is LONG TERM. Some day you'll look online and see that it is a 200 dollar stock. JMHO.
    -Frieberg, long GILD, ARIA , SNY, ABBV (weighted in that order by position size, largest first).

  • Reply to

    Major dance coming?

    by yahbo63 Apr 24, 2015 5:28 AM
    frey_guy17 frey_guy17 Apr 24, 2015 7:55 PM Flag

    Actually, I like them both very much. Bear is one of the best here, and so was Raleigh...just posting on totally different wavelengths. I liked the contrast. Mostly just cheerleaders here now.
    -Frieberg

  • Reply to

    Major dance coming?

    by yahbo63 Apr 24, 2015 5:28 AM
    frey_guy17 frey_guy17 Apr 24, 2015 7:53 PM Flag

    NO argument there !

  • Reply to

    Major dance coming?

    by yahbo63 Apr 24, 2015 5:28 AM
    frey_guy17 frey_guy17 Apr 24, 2015 7:52 PM Flag

    And, as a result of this, he has always garnered major campaign contributions from various medical and hospital interest groups.

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