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ImmunoGen, Inc. Message Board

ptk2000_00 27 posts  |  Last Activity: Mar 11, 2015 4:57 PM Member since: Jan 26, 2001
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  • ptk2000_00 by ptk2000_00 Mar 11, 2015 4:57 PM Flag

    See story about Endo/ Salix/ Valeant story at the Yahoo--Mylan web page.

    Sentiment: Strong Buy

  • Reply to

    Abbot and Mylan

    by tmob12000 Mar 5, 2015 10:59 AM
    ptk2000_00 ptk2000_00 Mar 5, 2015 11:08 AM Flag

    Not Abbott but possibly Pfizer or Teva, or maybe Norvatis, though Teva would have to divest a slug of US assets to satisfy antitrust rules. Pfizer will eventually spin off its Global Established Products division. Beefing this division further would be a way of getting it to a size comparable with Activis or Norvatis' Sandoz division.

    Sentiment: Strong Buy

  • Question for serious long term investors:

    "How quickly and how will ABT dispose of its stake in Mylan."

    Abbott's CEO has stated the company has no interest in being a long term minority shareholder in Mylan.

    I wonder if The company can sell its stake through a private placement with a group of institutional investors? Also, is Abbott restricted from selling its stake to a strategic investor, aka, another pharma like Pfizer?

    The share sell off the day after earnings was probably driven by retail long term investors, who must, looking to generate cash to pay Federal and State 1st quarter estimated taxes.

    Thanks,

    ptk2000_00

    Sentiment: Strong Buy

  • How quickly and how will Abbott dispose of its stake in Mylan.

    Abbott's management has stated they had no interest in being a long term minority shareholder.

    Wonder if Abbott can sell its stake by a private placement with a group of institutional investors? Also, is Abbott restricted from selling its stake to a strategic investor, aka, another pharma like Pfizer?

    Sentiment: Buy

  • Reply to

    Question About Capital Gains Tax

    by ptk2000_00 Feb 28, 2015 7:24 PM
    ptk2000_00 ptk2000_00 Mar 2, 2015 4:33 PM Flag

    Actually, the closing price on Friday was $57.33. From today on, the new basis is $57.33.

  • Reply to

    Question About Capital Gains Tax

    by ptk2000_00 Feb 28, 2015 7:24 PM
    ptk2000_00 ptk2000_00 Mar 1, 2015 1:02 PM Flag

    Thanks. I suspected so but I was silly to hope otherwise.

  • As of yesterday, February 27, 2015, as far as the federal tax code is concerned, shareholders have "sold" their shares at $57.45. Let us say that in September 2015, six months from now, Mylan shares have bolted higher to $87.45. I sell my 100 shares. Is the $30 capital gain per share considered a short term capital gain?

    Sentiment: Strong Buy

  • Reply to

    FTR's 'Dividend'

    by ptk2000_00 Feb 21, 2015 9:43 AM
    ptk2000_00 ptk2000_00 Feb 22, 2015 4:20 PM Flag

    Thanks CD,

    I've never really paid attention to you until now. Your responses to my recent posts are telling. You seem to confuse facts with what are your emotional views.

    You back up your emotional views with unfactual statements. For example, what does "She does come from Microsoft so what are you to expect out of her mouth but garbage" mean?

    So if you think emotional statements are allowable when presenting your views, then let me say that since my initial investment in Microsoft in the early 1990s has turned out to be spectacular, I have to similarly back up my views that Maggie et al are doing a great job at restructuring a POTS utility into a 21st century telecommunication company that addresses an oft neglected rural market.

    Best wishes to you and GLTA long term investors.

    ptk2000_00

    Sentiment: Buy

  • Reply to

    FTR's 'Dividend'

    by ptk2000_00 Feb 21, 2015 9:43 AM
    ptk2000_00 ptk2000_00 Feb 22, 2015 8:42 AM Flag

    Your list describes the state of the early cable industry. I made a boat load of money with the likes of Telecommunications Inc, the 'ole Time Warner Cable, and Comcast. So yes, I know Maggie doesn't care about me. Like any investment, this one has risks, but I believe Maggie et al are doing the right things. So there, that's what I think.

    Best wishes, look forward to hear from you once you return.

    ptk2000_00

    Ps Verizon rocks. I've been in this company's and its predecessor's stock since the early 80's. The price appreciation and dividends have been outstanding. Good luck to you and all of us long term investors.

    Sentiment: Buy

  • Reply to

    Pfizer and Mylan

    by ptk2000_00 Feb 21, 2015 4:21 PM
    ptk2000_00 ptk2000_00 Feb 21, 2015 4:27 PM Flag

    Another link:

    http://www.thestreet.com/story/12967848/1/mylan-advances-after-called-most-likely-pfizer-takeover-target.html

    Sentiment: Buy

  • Reply to

    Pfizer and Mylan

    by ptk2000_00 Feb 21, 2015 4:21 PM
    ptk2000_00 ptk2000_00 Feb 21, 2015 4:24 PM Flag

    Link:

    http://www.bloomberg.com/news/articles/2015-02-05/pfizer-not-done-with-deals-even-after-hospira-purchase-real-m-a

    Sentiment: Buy

  • ptk2000_00 by ptk2000_00 Feb 21, 2015 4:21 PM Flag

    Does anyone believe Pfizer would buy Mylam? According to UBS this will happen. With Hospira and Mylan integrated with PFE's Global Established Products group, the company will spin off GEP to shareholders.

    How's much is Mylan worth to Pfizer?

    Your comments will be appreciated.

    PS. I'll find and attach the link to this analyst's view.

    Sentiment: Buy

  • Just read that Spring Leaf Financial in exclusive talks to purchase Citi's OneMain subprime unit for more than $4 billion. If the deal closes, how much capital will be released when OneMain leaves Citi's balance sheet? Though I dont know exactly, the types of assets held by this subprime unit probably requires an outsized amount of capital to be held by Citi.

    An annoucement of a sale of OneMain would be great for Citi during this year's CCAR. I am still predicting a $0.10 to $0.15 quarterly dividend and a $4 billion to $5 billion quarterly common share buyback.

    Here's hoping and GLTA.

    Sentiment: Strong Buy

  • ptk2000_00 by ptk2000_00 Feb 21, 2015 9:43 AM Flag

    My 2014 Schwab Tax Report states that the money I received in 2014 was actually a return of equity distribution, and not a dividend payout. This has been the case for as long as I've owed my FTR shares. The good news is I dont have pay taxes on this distribution. The bad news is I need to each year reduce my basis.

    But eventually I hope to see good earnings flowing from the company. I think this is the surest way to generate substantial capital gains from higher share price. I am sure my shares will give me a decent return, possibly 10%, including 'dividends.' But I hope it's sooner rather than later. I'm not getting any younger and eventually would like to monetize my shares and invest in an S&P 500 index fund. It will help me diversify my holdings.

    I really like management's focus on adding new products. Though this requires more capital expenditures, it also means more depreciation and cash flow.

    Has FTR management published their 5- year projections for earnings? Cash flow should be great, as is is the case for any capital equipment intensive business.

    FTR, and possibly all the rural telcos, remind me of the companies in business during the early days of the cable industry, huge cash flow generators, little to no earnings. John Malone's Telecommunications Inc. was a prime example.

    Thanks for your comments and information.

    Sentiment: Buy

  • I've enjoyed reading your post. You have been very negative about the financials of this company, goodwill strongly being the focus of your negativity. But you've talking about this issue after the original VZ acquisition but not recently. What about now with the Connecticut and Florida, California, and Texas purchases? The original VZ landline properties continue to shrink I presume but now are only a smaller part of FTR properties.

    What's your view on FTR now? Do these new acquisitions only postpone an inevitable write down that you've talked about previously? Or can these properties inflect upwards the revenue trajectories. You've said before that FTR is only a employment/pension generation company. Do you think Frontier can actually become a viable enterprise with growing earnings and free cash flow?

    Thanks for your comments.

    Also, Sage, I know you've been very positive on FTR. Tell me why you continue to be so.

    Fair disclosure: I'm a Verizon shareholder and I own shares of Frontier viz. the spinoff of the original VZ properties.

    Sentiment: Buy

  • I have a question for anyone who might the answer. I'm a shareholder of a company (Mylan) that will do a Tax Inversion in 2015. I LIVE IN MASSACHUSETTS. I will be subject to the Federal CG tax once Mylan completes its purchase of Abbott's established generic business in March 2015. I know that capital gains tax is due/payable to the IRS effective on the day the company 'moves' to the Netherlands. This so EVEN THOUGH I WILL NOT BE SELLING SHARES. Question: Am I also required to pay Massachusetts capital gains tax. The Federal Tax Inversion law requires shareholders to pay tax on an unrealized gain. As far as I know there is no such law in Massachusetts.

    On Citi, some analysts are predicting C will finally be allowed to increase its dividend to $0.05 per quarter. I think C will surprise by raising the dividend to $0.15 per quarter.

    Sentiment: Buy

  • ptk2000_00 ptk2000_00 Feb 9, 2015 1:07 PM Flag

    To be clear, a Mylan shareholder doesn't needs to sell shares to trigger the capital gain.

    Sentiment: Strong Buy

  • Massachusetts Capital Gains Tax Question
    Activis shareholders have experience with the tax inversion process. So I have a question. I'm a Mylan shareholder who LIVES IN MASSACHUSETTS and who will be subject to the Federal CG tax once Mylan completes its purchase of Abbott's established generic business in March 2015. I know that capital gains tax is due/payable to the IRS effective on the day the company 'moves' to the Netherlands. Is there an Activis shareholder on this message board who can tell me if I also owe state CG tax in 2015?

    Sentiment: Strong Buy

  • Reply to

    Massachusetts Capital Gains Tax Question

    by ptk2000_00 Feb 8, 2015 6:04 PM
    ptk2000_00 ptk2000_00 Feb 8, 2015 7:19 PM Flag

    To clarify my initial post: the Federal CG tax are due/payable even if I will not be selling the Mylan shares I own. Is that the case for the state CG tax?

  • Activis shareholders have experience with the tax inversion process. So I have a question. I'm a Mylan shareholder who LIVES IN MASSACHUSETTS and who will be subject to the Federal CG tax once Mylan completes its purchase of Abbott's established generic business in March 2015. I know that capital gains tax is due/payable to the IRS effective on the day the company 'moves' to the Netherlands. Is there an Activis shareholder on this message board who can tell me if I also owe state CG tax in 2015?

    Thank you for your help.

IMGN
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