Gilead Sciences – 2017 will be tough…

I am an (un)fortunate shareholder of Gilead. Well truth to tell I was expecting business to decline, but guidance for 2017 is quite shocking and -10% reaction looks justified at first sight. Market was expecting around $10-12b in HCV Product Sales. What does it mean...

Some market thoughts after Trump’s election

Well, there is lots of going on in last week on financial markets. There is a lot to think about, but below I present some of my thoughts. Financial markets were very volatile on Monday – market was very weak on pre-market trading with futures on S&P500 even at...

Gilead Sciences – typical cash cow without prospects?

Gilead Sciences is quite interesting company – generating tons of cash, but when patents expire then business will shrink significantly. As for me it is a mixture of debt and equity, where debt = payments till patents expire, equity = value thereafter. Share price is...

Opportunities are coming!

You probably know me for looking for special occasions when buying shares. Well investing is like statistics. Investors don’t want neither buy shares which then goes down, nor want they not buying shares which then goes up. Well, if you are appraised versus...