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cliffvb

05/27/15 12:51 PM

#9957 RE: wadegarret #9950

GILD I own some but have lightening up recently. GILD has been making boatloads of money on its Hep C drug but between new competition (ABBV/Enta now and more coming) and pushback from health care providers due to its very high cost ($88,000 or so for a treatment) I think it's best days are behind it. I'm sure others would disagree, just my opinion since you asked.
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Trent Blair

05/27/15 5:29 PM

#9975 RE: wadegarret #9950

I've been loaded on this one for a while. Still think it has well over 100% upside. Huge buyback just initiated a dividend. High growth and a good pipeline. Still trading at a good value under 10 annualized PE.