| Prev Close | 62.40 |
| Day Low/High | 62.13 / 63.59 |
| 52 Wk Low/High | 56.56 / 85.97 |
Gilead Sciences, Inc. (GILD)
63.33
NASDAQ
| Exchange | NASDAQ |
| Shares Outstanding | 1253.53B |
| Market Cap | 78.22B |
| P/E Ratio | 63.67 |
| Div & Yield | N.A. (N.A) |
My Takeaways and Observations (3:30 p.m. Edition)
The markets started the day like Usain Bolt at the start of a 100-meter race. But, unlike Bolt, the finish wasn't as strong as the start. I thought one of the day's features was the reversal in bond yields, particularly after the good data. The...
Biotech Should Witness M&A's Return in 2017
Drug giants with money to spend and a friendlier regulatory environment should spur deals.
My Takeaways and Observations
"Who you tryin' to get crazy with, 'ese? Don't you know I'm loco?..." -- Cypress Hill, Insane in the Brain 2017 will be the year of "The Dude." My favorite large-cap long Allergan and short Caterpillar for next year. AGN closed up by $4(!) wh...
Biotech Poised for Rebound
If M&A picks up and Trump doesn't tweet about excessively high drug prices, there should be bounce.
Biotech Poised for Rebound
If M&A picks up and Trump doesn't tweet about excessively high drug prices, there should be bounce.
My Takeaways and Observations (2:45 p.m. EST edition)
"First gear, it's all right (Honda, Honda, go faster, faster) Second gear, I'll lean right (Honda, Honda, go faster, faster) Third gear, hang on tight (Honda, Honda, go faster, faster) Faster, it's all right." -- Beach Boys, "Little Honda" With a b...
Expect Some Big-Cap Biotech Love in 2017
We touched briefly on housing in our first post this morning. There are still some cheap home-building stocks if the housing market continues to improve, which I expect as I believe economic growth will pick up in 2017. I have done well with this se...
2 Biotech Giants Poised for a Better 2017
Here's why Gilead and Celgene should finally reward their shareholders next year.
My Takeaways and Observations
"Everyone here likes the bounce." -- President-elect Donald Trump (said in a meeting today at Trump Tower with tech executives) A good day for the ursine crowd but not so good for the bullish cabal as they had a bad day -- for a change. (Yes, I am w...
Cramer: Rate-Hike Silver Linings Playbook Gets Dusted Off
There's a reason why FANG is back -- though it never really went away.
Gilead's Decline Appears to Be Ending
The long downtrend is looking mature.
My Takeaways and Observations
Was yesterday "FOMO" or something else? I waited and then moved on the volatility trade. "How many syllables Mario?" (A Putney Swope reference!) Wall Street is now a fear-free zone. Mark Hanson on negative homeowners' equity. Shorted ...
This May Be 2016's Top Stock-Selection Model
The 'Enterprise Value Growth and Income' stock-picking model should be quite effective in 2017, too.
I'm Buying Biotech on This Trump Scare
If the market is going to overreact to every new missive from Trump, I plan to take advantage.
Hold Your Breath When Diving for Deep Value
It can take many months or quarters before the market recognizes the value of a downtrodden name.
My Takeaways and Observations
"Well, they call you lady luck But there is room for doubt At times you have a very un-lady-like way Of running out..." -- Guys and Dolls, Luck Be A Lady (Frank Sinatra) Trump will not likely Make Twitter Great Again. I, bear. Explaining my pr...
My Takeaways and Observations
What a strange day -- maybe even ominous. This table tells it all. The divergences I have been mentioning this week intensified today, with the technology-laden Nasdaq taken out to the shed and the Russell 2000 Index trading lower for the third...
'Yuge' Sector Rotation Will Continue
What's in, what's out and who should thrive in the new political landscape.
Looking for Shorts (In All the Right Places)
In looking for shorts there is one important and underlying factor that governs my selection process: I try through rigorous analysis to identify sectors and companies with intermediate-term prospects that are deteriorating relative to consensus exp...
My Takeaways and Observations (3:30 p.m. Edition)
It may be time to embrace the contrary. First issue (!!): The Palm Beach Chronicles. My weekly (brief) technical review of the markets -- cooling off ahead? BTIG's Stockton is bullish and so, as I have expressed, are most others! Campbell ...
Some 'January Effect' Stock Picks
Small-caps could also benefit from abating tax-loss selling.
Biotech Stocks May be Cheap But Large Scale M&A May Elude the Sector
Investors in biotech stocks appear to be happy with a Trump win and Mizuho's senior biotech analyst says companies in the sector could continue to climb in 2017.
The Good, the Bad and the Ugly (3 p.m. Edition)
It's not a joke. It's a rope, Tuco. Now I want you to get up there and put your head in that noose. -- Blondie in "The Good, the Bad and the Ugly" I did no trading today, and there will be no "Takeaways" today. As expected, the markets have basicall...
2 Small-Cap Biotech Buyout Targets
With the election resolved, biotech could be ripe for consolidation.
Don't Count on a Rally for Gilead
I would look for GILD to try to stabilize in the $70-$80 area before a more durable uptrend.
My Takeaways and Observations
At the end of the day! Don't run with the crowd: Embrace contrary and second-level thinking instead. Extreme policy uncertainty. More Howard Marks. Less Bill Miller. My little sister! Graf wrote a goodie. The movie was in revers...
Some Potential Positives Today
Some potential positives today: Strength in the Russell Index. Improving breadth. Improving Clinton odds by "538" and the London betting parlors. A great deal of pushback to my idea of a trading rally. Turnaround in large-cap biotech (Allergan , Cel...
