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Dollar Tree, Inc. Message Board

thirtysixred2001 9 posts  |  Last Activity: Mar 30, 2015 10:40 PM Member since: Jul 23, 2001
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  • thirtysixred2001 by thirtysixred2001 Mar 30, 2015 10:40 PM Flag

    Any thoughts on $100 ?

  • Reply to

    Whats your PPS estimate?

    by mikeboasberg Mar 13, 2015 5:10 PM
    thirtysixred2001 thirtysixred2001 Mar 15, 2015 12:28 PM Flag

    You are taking a company that closed Friday at a market capitalization of $1.69 Billion and calling my $3 Billion (based on the $60 per share) as "Low". That is actually a very nice premium.

    So lets say I allow for a "Double". Sell it for $3.5 Billion which makes it closer to $70 per share.

    I would consider that by any measure. more than generous.

    You seem to be looking in the $200 per share range. Gee, I hope you turn out to be smarter than I am…I will be looking at new car catalogs if you turn out to be correct.

    Tough to judge sales numbers. Gilead wanted $84,000 per regime of Sovaldi. The prescription drug managers like Express Scripts got them and Abbvie into a pricing situation. That sets off a whole new arena (and opened a can of worms) that is very difficult to undo.

    That an Bangladesh has copied the drugs for $10 each. Not that they would have paid Gilead prices…but I am saying there will be people who take a trip (vacation) to India and Bangladesh…buy the "copy cat" drug and safe money.

    So going by future sales is difficult. I would make the offer based on current value of the company and a conservative valuation of what you would pay for a company of this size.

    I think right now a $60 buyout would be fair.

  • Reply to

    Whats your PPS estimate?

    by mikeboasberg Mar 13, 2015 5:10 PM
    thirtysixred2001 thirtysixred2001 Mar 14, 2015 11:22 PM Flag

    I would consider that greedy. If you buy a stock (any stock) at say $20 (which I am sure some of you bought CEMP at about $20…and someone gives you $60 for it you would turn down Triple your money ?

    I will gladly take $60 a share and move on to the next stock (biotech or not) and be happy that I made a profit. Won't go broke taking a profit.

  • Reply to

    Whats your PPS estimate?

    by mikeboasberg Mar 13, 2015 5:10 PM
    thirtysixred2001 thirtysixred2001 Mar 14, 2015 3:45 PM Flag

    Biotech stocks are funny…they can swing wildly on "potential". In this case the end product is a bit more understood. This is not a cure for cancer or a cure for ALS or even MS.

    Its a more stable biotech which will probably more more responsibly, in a controlled upward fashion unless a buyout offer is actually made.

    Now a buyout offer could send the shares through the roof…but my definition of that is say $20-$30 up in one day. I do not foresee someone paying triple digits for this.

  • Reply to

    Whats your PPS estimate?

    by mikeboasberg Mar 13, 2015 5:10 PM
    thirtysixred2001 thirtysixred2001 Mar 13, 2015 5:12 PM Flag

    April 30th I would say $45…December 25th probably closer to $55

  • thirtysixred2001 thirtysixred2001 Mar 10, 2015 4:42 PM Flag

    Needs some Viagra

  • Reply to

    PLANE CRASH IN NEW YORK

    by wo112813 Mar 5, 2015 12:17 PM
    thirtysixred2001 thirtysixred2001 Mar 5, 2015 12:23 PM Flag

    They built the fence about 50 feet too close to the runway.

  • thirtysixred2001 by thirtysixred2001 Mar 5, 2015 12:01 PM Flag

    In at 94 out at 109.70

    Going to see if it pulls back just a little. Not looking for much, but this type of move tends to have to "rest" a couple days.

    Long term winner…looking to get back in slightly lower.

  • Reply to

    AH is 102.

    by dasurrealcafe Mar 4, 2015 8:29 PM
    thirtysixred2001 thirtysixred2001 Mar 4, 2015 11:56 PM Flag

    PCYC got bought by ABBV. ABBV tossed an extra $3 Billion into the pot…beat out JNJ

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