$GILD,...Why Gilead Is My Next Apple Jun. 30, 2014 11:31 AM ET
Summary
Gilead Sciences is the biggest position in my portfolio much like Apple was at this time last year just before its huge rally.
Gilead's value is misunderstood by most of the market just like Apple's was just 12 months ago.
However, there are reasons the shares should deliver the same type of outperformance over the next 12 months as Apple has delivered over the last year.